Hyperion Performance Scorecard 9.3.1 Design Applications

Hyperion Performance Scorecard 9.3.1: Design ApplicationsStudent Guide

D52376GC10

Edition 1.0

February 2008

D53307

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Copyright 2008, Oracle. All rights reserved.

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AuthorSuzanne Gill

Technical Contributors and ReviewersBrian MacDonald

EditorAju Kumar

Graphic DesignerSteve Elwood

PublisherJudy Gaitan

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Table of Contents 0

Preface

Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixCourse Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xCourse Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xActivity Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiAdditional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi

Module 1: Introduction to Hyperion Performance Scorecard

Lesson 1: Performance Scorecard Overview

Oracles Enterprise Performance Management System . . . . . . . . . . . . . . . . . . . . . . . 1-2Oracle Business Intelligence Suite Enterprise Edition Plus . . . . . . . . . . . . . . . . . . . . . 1-4Hyperion Product Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Performance Scorecard Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Performance Scorecard Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8

Lesson 2: Getting Started with Performance Scorecard

Performance Scorecard Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Workspace Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Launching Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Workspace User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Accessing Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Navigating in Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Performance Scorecard Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Performance Scorecard Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11View Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Context Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Object View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Browser View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15My View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16

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Table of Contents

iv Performance Scorecard: Design Applications

Module 2: Designing and Creating the Performance Scorecard Application

Lesson 3: Setting Up Security

Performance Scorecard Security Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Levels of Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4User Authentication Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Task Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Object Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Authorizing Users in Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Creating Domains (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Domain Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12Creating Employees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Assigning Employee Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18Creating Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21Creating User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23Automatically Creating User Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24

Configuring Users and Groups in Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28Unassigned Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30Extending User Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32Synchronizing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33

Lesson 4: Creating Frameworks

Frameworks Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Framework Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Creating Frameworks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Creating Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7Creating Strategic Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Creating Strategy Element Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11Creating Accountability Element Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13Customizing Framework Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15

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Lesson 5: Creating Maps

Overview of Performance Scorecard Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Map Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Map Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5Strategic Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Critical Success Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Strategy Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9Accountability Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10

Critical Business Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-11Navigating the Map Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13Creating Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Creating Strategy Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Creating Accountability Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21Linking Map Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

Lesson 6: Creating Measures

Performance Measures Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Measure Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

Basic Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Composite Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Primary Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Secondary Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Dimensional Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Measure Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Uncollected Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Creating Measure Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Creating Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Creating Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-11Creating Scoring Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Creating Performance Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17

Creating Named Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19Creating Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21

Creating Measure General Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22Creating Measure Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24

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Creating Measure Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26Creating Measure Frequencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-29Creating Measure Reporting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-31Assigning Employees to Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-33Creating Measure Performance Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-35

Lesson 7: Creating Dimensional Measures

Dimensional Measure Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Dimensional Measure Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Creating Custom Dimensional Outlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Generating Dimensional Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Generating Dimensional Measures (Continued) . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Lesson 8: Creating Scorecards

Scorecards Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Scorecard Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Scorecard Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Scorecard Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8Creating Scorecard Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9Creating Scorecard Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-11Creating Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13

Identifying Scorecard Subjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14Adding Scorecard Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16

Weighting Scorecard Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18Defining Scorecard Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21Assigning Scorecard Categories and Dimensions. . . . . . . . . . . . . . . . . . . . . . . . 8-23

Lesson 9: Creating Strategic Initiatives

Strategic Initiatives Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Creating Initiative Status Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6Creating Initiative Priority Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8Creating Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10Adding Child Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14Linking Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-16Customizing Initiative Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-18

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Performance Scorecard: Design Applications vii

Lesson 10: Configuring Application Preferences

Application Preferences Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2Configuring Default Score Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4Configuring Options for Missing Data Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6Configuring Frequencies and Calendar Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8Configuring Calendar Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9

Configuring Fiscal Year Start Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9Configuring Year Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10

Configuring Links to External Pages and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12Configuring Scorecard Display Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14Creating Reporting Periods and Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16

Module 3: Analyzing and Working with Data in Performance Scorecard

Lesson 11: Working with Reports

Performance Scorecard Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2Viewing Formula Errors Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-4Viewing Alerter Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-5Viewing Locked Objects Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-7Viewing Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-9Viewing User Session Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-11Viewing Strategy Map Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-13Viewing Employee Profiles Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-14Viewing Measure Performance Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-16

Measure Confidence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-17Viewing Measure Performance Details Reports . . . . . . . . . . . . . . . . . . . . . . . . .11-18Entering Measure Targets and Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-21

Viewing Result Collection Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-24Viewing Scorecard Performance Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-26

Composite Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-28Customizing Scorecard Performance Report Layouts. . . . . . . . . . . . . . . . . . . . . . . .11-29Graphing Scorecard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-30Viewing Initiative Status Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-32Exporting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-34Viewing Scorecard Details Using Interactive Reporting. . . . . . . . . . . . . . . . . . . . . . .11-36

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Table of Contents

viii Performance Scorecard: Design Applications

Lesson 12: Working with Notifications, Notes, and Annotations

Performance Scorecard Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2Assigned Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2Alert Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3

Creating Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5Subscribing to Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7Subscribing Others to Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9Notes and Annotations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-11Creating Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-12Managing Notes in the General Forum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-14Creating Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-15Annotation and Initiative Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-17

Lesson 13: Importing and Exporting Data

Performance Scorecard Import and Export Utility Overview . . . . . . . . . . . . . . . . . . . 13-2Data Import and Export Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3

Import and Export Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4CSV Text Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-8

Importing and Exporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9Performing Data Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-11Performing Round Trip Data Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-14

Appendix A: Hyperion Data Integration Management Adapter for Performance Scorecard

Performance Scorecard Adapter Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Performance Scorecard Adapter Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Additional Information Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3

Appendix B: Performance Scorecard Scoring Calculations

Case 1 Straight-line: Higher Value Represents Better Performance . . . . . . . . . . . . B-2Case 2 Straight-line: Higher Value Represents Poorer Performance . . . . . . . . . . . . B-3Case 3 Custom Formula 1: Scores Increase to 100% Then Decrease (Linearly) . . B-4Case 3a Custom Formula 2: Scores Increase to 100% Then Decrease (Linearly) . B-5

Glossary

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Preface 0

Welcome to Hyperion Performance Scorecard 9.3.1: Design Applications!

Before you begin, please take a moment to review this section. The preface presents an overview of the following information:

Course objectives

Structure of the course

Course materials used in the class

Conventions used in the book

Additional resources to enhance your learning

Relevant follow-up courses that you might want to attend in the future

Course ObjectivesAfter completing this course, you should be able to:

Describe Performance Scorecard application components

Create and manage frameworks

Create and manage maps

Create and manage performance measures

Create and manage dimensional outlines and measures

Create and manage scorecards

Create and manage strategic initiatives

Access and customize Performance Scorecard reports

Import and export data using the native import/export utility

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Preface

x Performance Scorecard: Design Applications

Course StructureHyperion Performance Scorecard 9.3.1: Design Applications is a 2 day, instructor-led training course consisting of lectures, demonstrations, and hands-on exercises. In this course, the instructor presents a topic conceptually by explaining its purpose, demonstrating how it works, and then guiding the students through the exercises. Demonstrations and hands-on exercises reinforce the concepts and skills introduced during lectures.

Course MaterialsYou use two books in classthe student guide and the activity guide. The instructor may also give you handouts.

Student GuideThe student guide is designed to be used by students and the instructor during lecture time. It has number modules:

Module 1: Introduction to Performance Scorecard

Module 2: Designing and Creating the Performance Scorecard Application

Module 3: Analyzing and Working with Data in Performance Scorecard

Each module contains lessons. Each lesson begins with a list of objectives followed by the presentation of slides and accompanying text. The lesson ends with a summary of the topics covered in the lesson.

A glossary provides definitions of terms used during the course.

Activity GuideThe activity guide has two sectionsexercises and exercise solutions.

ExercisesA critical part of the learning process is the challenge of completing real tasks associated with each lesson. Each exercise is an opportunity to apply your new knowledge.

Exercise SolutionsThe exercise solutions present the detailed steps to successfully complete the exercises.

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Preface

Performance Scorecard: Design Applications xi

ConventionsThe following text conventions are used in this course book:

Text to be typed, options to be selected, names of files and modules, and menu selections are displayed in bold type. Examples:

- Select Clear Profile.

- Click YES to clear the profile.

When available, figures are used to identify an object or task. Example:

Click Edit.

Keyboard shortcuts are displayed as follows: Ctrl+Enter

Alerts are used to direct your attention to different types of information.

Additional ResourcesUse the following resources to enhance your learning:

Hyperion Performance Scorecard 9.3.1 Administrators Guide

Hyperion Performance Scorecard 9.3.1 Designers Guide

Hyperion Performance Scorecard 9.3.1 Users Guide

Hyperion Performance Scorecard 9.3.1 Installation Guide

N O T E

A note provides related information, common mistakes, or cautions about the current topic.

T I P

A tip provides information that helps you work more efficiently.

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Preface

xii Performance Scorecard: Design Applications

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M O D U L E 1

Introduction to Hyperion Performance Scorecard 0

OverviewThis module introduces you to Oracles Enterprise Management System and the Performance Scorecard application.

Lessons in this module include:

Performance Scorecard Overview

Getting Started with Performance Scorecard

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L E S S O N 1

Performance Scorecard Overview 1

Objectives At the end of this lesson, you should be able to:

Describe Oracles Enterprise Performance Management system

Describe Oracle Business Intelligence Suite Enterprise Edition Plus

Describe the Performance Scorecard solution

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Module 1 Introduction to Hyperion Performance ScorecardLesson 1 Performance Scorecard Overview

1-2 Performance Scorecard: Design Applications

Oracles Enterprise Performance Management SystemOracle Business Intelligence (BI) is a portfolio of technology and applications that provides the industry's first integrated, end-to-end Enterprise Performance Management (EPM) system, including category-leading financial performance management applications, operational BI applications, BI foundation and tools, and data warehousing.

It is pervasive, comprehensive, and hot-pluggable:

PervasiveDelivers intuitive, role-based intelligence for everyone in an organization from front line employees to senior management to enable better decisions, actions, and business processes. There is a common workspace and a range of real-time and event-based capabilities. It also covers all styles of reporting and analysis needs.

ComprehensiveIntegrates information from your financial performance management, operational intelligence, and transactional applications. It has a single integrated platform architecture and a unified enterprise information model.

Copyright 2008, Oracle. All rights reserved.1 - 3

Oracles Enterprise Performance Management System

Integrates transaction, intelligence, and financial systems

Financial PerformanceManagement Applications

Operational BIApplications

Business Intelligence Foundation

Fusion Middleware

Web Office Desktop Mobile Embedded inApplications

OLTP & ODSSystems

Data WarehouseData Mart

Essbase SAP, Oracle, Siebel,PeopleSoft, Custom

BusinessProcess

ExcelXML

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Performance Scorecard: Design Applications 1-3

Hot-PluggableUses your existing transaction systems, databases, and middleware applications. Oracle BI products are hot-pluggable with Oracle and non-Oracle environments.

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Oracle Business Intelligence Suite Enterprise Edition PlusOracle Business Intelligence Suite Enterprise Edition Plus (Oracle BI EE Plus) is a comprehensive suite of enterprise BI products that delivers a full range of analysis and reporting capabilities. Featuring a unified, highly scalable, modern architecture, Oracle BI EE Plus provides intelligence and analytics from data spanning enterprise sources and applicationsempowering the largest communities with complete and relevant insight.

Oracle BI EE Plus bundles key Oracle Hyperion reporting products for integrated reporting with Oracles Hyperion financial applications.


Oracle Business Intelligence Suite Enterprise Edition Plus

Oracle BI Server

OLTP & ODSSystems

Data WarehouseData Mart

HyperionEssbase

SAP, Oracle, Siebel,PeopleSoft, Custom

BusinessProcess

ExcelXML

FinancialPerformanceManagementApplications

Common Enterprise Information Model

InteractiveDashboards

Ad hocAnalysis

ProactiveDetectionand Alerts

MicrosoftOffice

Reporting & PublishingBI Publisher

Financial Reporting

Interactive Reporting

SQR Production Reporting

Web Analysis

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Hyperion Product ComponentsOracle BI Suite Enterprise Edition Plus is a combination of Oracle BI Suite Enterprise Edition and Hyperion product components.

Primary components of Hyperion products:

Hyperion Performance Scorecard - System 9: An application that aligns and focuses your enterprise on business objectives, plans, and actions; empowers your employees with clearly defined performance measures for success; and enables continuous performance monitoring, improvement, and agility across your enterprise

Financial Performance Management ApplicationsA modular suite of integrated applications that support the entire financial management cycle of goal-setting, modeling, planning, monitoring, analysis, and reporting


Hyperion Product Components

Workspace

Data ManagementData Relationship Management

Data Integration Management

Financial Data Quality Management

Financial Management

Performance Scorecard

Strategic Finance

Financ ial Performance Management Applications

Planning

Shared ServicesFoundation Services

Smart View

Interactive Reporting

SQR Production Reporting

Financial Reporting

Web Analysis

Reporting and Analysis

EssbaseEssbase

Administration Services

Provider Services

Integration Services

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EssbaseThe business analysis server technology that provides an environment for rapidly developing custom analytic and enterprise performance management applications

Reporting and AnalysisA suite of tools that enable you to create analytical, financial, and production reports as well as dashboards

Data ManagementA packaged solution that enables organizations to integrate disparate sources of data across an enterprise, map data, and manage change

Foundation ServicesA single, standardized infrastructure that facilitates the deployment of Hyperion product solutions and simplifies ongoing maintenance

WorkspaceThe Web client for Reporting and Analysis, Planning, and Financial Management. It enables you to access and interact with Hyperion-authored content as well as third-party documents, such as Microsoft Word and Excel files

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Performance Scorecard SolutionPerformance Scorecard is a Web-based solution that uses recognized scorecarding methodologies to assist organizations in setting goals and measuring and monitoring business performance. It enables you to build, communicate, maintain, analyze, and report organizational performance, strategy, and accountability.


Performance Scorecard Solution

Communicate strategy throughout the enterprise Align the enterprise with corporate strategy, plans, and objectives Identify and eliminate initiatives that do not contribute to corporate goals Develop consistent KPIs and measurement practices across the

enterprise Increase employee participation, collaboration, and accountability for

results Build long-term economic value for key stakeholders

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Performance Scorecard FeaturesPerformance management, delivered through Performance Scorecard, enables CEOs and senior executives to visualize and map strategic objectives, set targets, establish accountability, and measure performance.

Performance Scorecard includes the following features to support your business processes:

Strategic frameworks to support any strategy management methodology

Strategic mapping to communicate strategies and build accountability throughout an organization

Initiatives to track corporate goals and monitor performance

Customized reporting

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Cascading scorecards to align to and focus on strategic goals and objectives at all levels of the corporate enterprise

Hyperion Workspace integration

Automatic alerting for notifying users and teams about the status of scorecards, measures, and initiatives

External data access for importing and exporting measure data

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SummaryIn this lesson, you should have learned to:

Describe Oracles Enterprise Performance Management system

Describe Oracle Business Intelligence Suite Enterprise Edition Plus

Describe the Performance Scorecard solution

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L E S S O N 2

Getting Started with Performance Scorecard 2


Describe Performance Scorecard tasks

Launch Workspace

Access Performance Scorecard

Navigate in Performance Scorecard

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Module 1 Introduction to Hyperion Performance ScorecardLesson 2 Getting Started with Performance Scorecard


Performance Scorecard TasksYou can perform many tasks in Performance Scorecard:

Create and authorize users.

Define employee responsibilities.

Create frameworks to reflect the strategic model of the organization.

Create maps to capture and communicate strategic goals:

- Strategy maps translate corporate missions into strategy structures.

- Accountability maps identify the business areas, such as teams and departments, that achieve strategic goals.

Create measures that indicate progress towards key goals.


Performance Scorecard Tasks

Create and authorize users Create application frameworks Create maps Create measures Create scorecards Create strategic initiatives Create dimensional measures Create and manage primary and secondary scorecards Create advanced measure formulas View and analyze reports

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Create and manage dimensions and dimensional outlines (also known as system maps) to analyze measure data by logical groupings such as product, customer, distribution channels, and geographic areas.

Create and manage primary and secondary scorecards with measures that indicate performance for strategy elements, accountability elements, and employees.

Create initiatives that facilitate project milestones. You can assign initiatives to measures, strategy elements, and accountability teams; and you must execute them within a specified time frame.

Create advanced formulas that incorporate statistical, mathematical, and logical functions, measure results, scores, variances, targets, scorecard scores, and variable results.

View and analyze measure, employee, initiative, results, and scorecard data with performance scorecard reports.

Use the native import and export utility to manage data movement to and from Performance Scorecard applications.

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Workspace OverviewWorkspace provides a centralized interface for viewing and interacting with content created using Hyperion System 9 financial applications, such as Performance Scorecard, and reporting content.

It provides the following benefits:

Single user logon: You can log on to Workspace to access both BI+ reporting content and Performance Scorecard.

Single console for application management and creation: You can create, manage, and deploy applications from a single location. These applications are opened in Performance Scorecard for data retrieval and data output.

Centralized repository of key dimensional elements for Hyperion products.

Centralized console for controlling data flow between applications.

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Audit logging and process controls.

N O T E

Performance Scorecard data is available as a stand-alone application or through Workspace.

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Launching WorkspaceYou launch Workspace from a Web browser by using the following Uniform Resource Locator (URL) to display the logon page:

http://:/workspaceYou can obtain the Web server name and port number from the system administrator.

To launch Workspace:

1. In your Web browser, enter the Workspace URL, and press Enter.

The Workspace Logon window is displayed.

2. Enter your user name and password, and click Log On.

The Workspace user interface is displayed.


Launching Workspace

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Workspace User InterfaceWorkspace includes the following elements:

Element DescriptionAdjuster Adjusts the size of the view pane and content area

Buttons Navigates between view panes

Content area Displays active-module items, tasks, or files

Document tab bar Displays information specific to the current module

Menu bar Provides commands that organize tasks and modules

Navigate menu Provides access to Workspace modules

Module toolbar Provides shortcuts for performing application tasks

View pane Provides buttons that enable jumps between panels


Workspace User Interface

Contentarea

Viewpane

Buttons

Standard toolbar

Module toolbar

Documenttab bar

Menu bar

Adjuster

Navigatemenu

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Accessing Performance ScorecardIn Performance Scorecard, data is processed within applications. An application is a related set of data that meet a specific set of analytical or reporting requirements. For example, you can have an application named Test used for development and a separate application named Production to roll out to end users.

To access Performance Scorecard:

Perform an action:

From Workspace: Select Navigate > Applications > Performance Scorecard, and select an application.

Directly to Performance Scorecard: On the Internet browser address bar, enter .


Accessing Performance Scorecard

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Navigating in Performance ScorecardWhen you log on to Performance Scorecard, the task or document that you were working with when you ended your previous session is displayed. You use the following tools to select tasks and documents:

Performance Scorecard menus

Performance Scorecard toolbar

View panes

Context menus


Navigating in Performance Scorecard

MastheadSelect View pane

Select a menu command, list filter, or click a toolbar button

Content paneView pane

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Performance Scorecard MenusYour security access determines the menus to which you have access. Your security access determines the menus:

Menu OptionsFile Set your user preferences

Set user preferences for the entire application Print Export to Excel Log Off Exit

View Refresh current page Home page Hide/show masthead Hide/show view pane

Reports Select a report to view

Forum Search a forum for existing notes Open a general forum to create notes

Administration Manage data Schedule integrations View errors in measure and performance indicator formulas

Favorites Add current page to favorites Edit favorites

Help Access help for the currently selected task or document

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Performance Scorecard ToolbarThe toolbar buttons open dialog boxes that you can use to manage documents, workspaces, and favorites. Your security access determines the options to which you have access. The following table presents the toolbar buttons:.

Button Name DescriptionPrint Print screen

Export to Excel Export current page into an Excel spreadsheet

Refresh Refresh the current page

User Preferences Set user preferences

Home Access home page

Log off Log off the application

Help Access help for the selected task or document

Maximize content pane (on far right of home page)

Maximize or restore the content pane

Search Perform an application-wide search for employees, strategy elements, accountability elements, measures, and initiatives.

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View PanesView panes display the objects and information that you have permission to work with in Performance Scorecard.

Context MenusContext menus are available on all tabs and enable you to perform the following tasks:

View measures or scorecards. Right-click the item, such as a measure, and select View.

View certain types of employee, measure, and scorecard data. For example, to view previously collected measure results, right-click the measure and select View > Results.

Create secondary scorecards for employees, strategy elements, and accountability elements. For example, to create a secondary employee scorecard, select their Scorecard explorer, right click and select Add.

Create links others can use in third-party tools such as E-mail to view application data. For example, to send colleagues a link to a scorecard, right-click the scorecard and select Copy Link, and paste the link in an E-mail message.

Delete or modify objects.

Button Name DescriptionObject View Access the Object View pane

Browser View Access the Browser View pane

My View Access the My View pane

N O T E

The tasks that you can perform depend on the security role assigned to your user account and the objects that you can access.

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Object View PaneThe Object View pane provides links to the business objects that you create in Performance Scorecard such as maps, frameworks, and measures.

If you have administrative permissions, you can create and modify the following Performance Scorecard objects from the Object View pane:

Strategy trees, strategy maps and accountability maps

Employees

Frameworks

Scorecard templates

Named ranges

Measures

Dimensions


Object View Pane

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Performance indicators

Targets

Units

Variables

Categories

Security

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Browser View PaneThe Browser View pane displays the scorecards, measures, and initiatives that you have permission to access. You can create and manage active alerts in this pane.

Dimensional measures are shown in their hierarchies.

You can click a business object to access its details. For example, clicking a scorecard displays the Scorecard Details Report.


Browser View Pane

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My View PaneIn the My View pane, you can customize the information and business objects that are most important or relevant to your work in Performance Scorecard. You use Edit > Filters to customize this view to list only the scorecards, measures, and initiatives that you frequently access.

N O T E

Strategy and accountability element scorecards are grouped according to the maps by which each element is used. Only those items that you are authorized to access are displayed.


My View Pane

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Describe Performance Scorecard tasks

Launch Workspace

Access Performance Scorecard

Navigate in Performance Scorecard

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M O D U L E 2

Designing and Creating the Performance Scorecard Application 2

OverviewThis module is designed to teach you how to create users and Performance Scorecard components.

Lessons in this module include:

Setting Up Security

Creating Frameworks

Creating Maps

Creating Measures

Creating Dimensional Measures

Creating Scorecards

Creating Strategic Initiatives

Configuring Application Preferences

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L E S S O N 3

Setting Up Security 3


Describe security in Performance Scorecard

Authorize users and groups

Configure users and groups in Shared Services

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Module 2 Designing and Creating the Performance Scorecard ApplicationLesson 3 Setting Up Security


Performance Scorecard Security OverviewSecurity in Performance Scorecard is based on user privileges. User privileges are based on system roles, domain associations, and assigned access rights and can be assigned to a user or user group.

Groups are sets of users, based on similar access rights needs, who have been granted access to the application. After defining users and groups, you can assign access rights to application elements. For example, you can assign a user or a group access to a specific scorecard based on criteria.


Performance Scorecard Security Overview

In Performance Scorecard, you can perform the following security-relatedtasks:

Determine user privileges.

Assign access rights to application elements.

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Levels of Security User authentication: Users must provide a valid ID and password to log on to the

system.

Task security: Users can perform only the tasks to which they have been given access. For example, you can grant designer users with the sole right to create domains.

Object security: Users can access only objects and web pages to which they have been granted access. For example, you can restrict basic users from creating performance measures (Measure List).

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User AuthenticationUser login information for Hyperion applications is stored outside the applications in an authentication directory. The information is maintained by a central authentication directory.

An authentication directory is a centralized store of users and passwords, user groups, and perhaps corporate information, such as employee ID or job tile. The following types of authentication directories are supported:

Windows NT LAN Manager (NTLM) on NT 4.0 or later, Windows 2000, and Windows 2003

Lightweight Directory Access Protocol (LDAP) version 3 or later

Microsoft Active Directory (MSAD) server, and Windows 2000 SP3 or later

You can grant access to your Performance Scorecard applications to any user or group in an authentication directory. When you grant a group access to an application, the users in the group are also granted access to the application.


User Authentication

Users must provide a valid user ID and password to access an application. Performance Scorecard leverages

authentication providers such as LDAP and NTLM. Users and groups must exist in

the authentication directory.

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User Authentication OptionsThere are two ways of authenticating Performance Scorecard users:

Stand-Alone mode:

- Uses the default basic JDBC, user account-based authentication, or an external authentication repository such as LDAP, MSAD, NTLM or Netegrity Siteminder to configure Performance Scorecard to authenticate users.

- Is configured directly from the Administration menu in Performance Scorecard.

Shared Services mode:

- Is configured from the Hyperion Configuration Utility. In this case, Hyperion Shared Services must be running before you log on Performance Scorecard, to ensure that authentication is enabled.


User Authentication Options

Stand-Alone mode Shared Services mode

Stand-Alone Shared Services

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Task SecurityTask security determines the tasks in an application that a user can access. You assign task security by assigning a role to a user. Each role is associated with a set of tasks. For example, designer users cannot manage user accounts, so that option is not available on the Administration menu.

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Object SecurityYou can assign security to specific objects in Performance Scorecard, such as scorecards and measures. For example, you could restrict users from accessing all measures in a domain unless the user is the owner of the measure.


Object Security

You can assign security to specific scorecards and measures in Performance Scorecard.

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Authorizing Users in Performance ScorecardYou can set up security directly in Performance Scorecard or in Hyperion Shared Services.

To authorize users in Performance Scorecard:

1. Optional: Create domains to represent distinct business and functional areas such as regional offices and departments such as Accounting. This enables complex organizations with large applications to streamline and manage data in logical groups.

2. Create user security roles to establish specialized measure, scorecard, initiative, and Web page access permissions. This determines the tasks that users can perform using the data they can access.


Authorizing Users in Performance Scorecard

Domains(Optional)

Security Roles Groups(Optional)

User Accounts1 2 3 4

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3. Optional: Create group accounts to which multiple users can be assigned. Group accounts enable these users to access common data. For example, create a group account for a department that all users in a department could use.

4. Create accounts for all employees and users.

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Creating Domains (Optional)If your organization contains distinct functional or regional business areas such as national and regional offices or departments, you can define domains that reflect these areas.

You can define a domain to incorporate any combination of business objects that are required, such as maps, measures, employees, initiatives and scorecards. For example, you can create domains based on geographical divisions or functional areas, such as Human Resources or Sales.

You could create a separate domain to represent the responsibilities and tasks for a special project or task force. For example, if your organization has its corporate headquarters in Australia, but head offices in the United Kingdom, the United States, and South America, create domains for each office.


Creating Domains (Optional)

Domains represent functional or geographic areas that are assigned to users and business objects in Performance Scorecard.

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You can apply the appropriate domain to the user accounts of application designers to grant them access to only the business objects relating to their domain. As a result, employees creating and maintaining applications for the office in London cannot access data specific to the office in Rio de Janeiro, Brazil.

The domain is created by the administrator, usually with input from other resources, such as the application designer or member of a management team. After the administrator has established the domain, the application designer can save the associated business objects to the domain.

To create domains:

1. Log on to Performance Scorecard as an administrator.

2. In the Object View pane, expand the Security and Domain List nodes.

The Domain List is displayed, listing any domains that have been created.

3. Click Add.

4. In the Name text box, enter a unique name to identify the scope of the new domain, such as a country, region, office, business unit, project or department.

5. In the Description text box, enter a description of the domain, and what it represents.

6. In the Parent Domain drop-down list, select the name of the parent for the new domain.

7. Click Save.

N O T E

If you are creating a top-level domain, select [No Parent]; otherwise, select the domain that contains the new domain.

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Domain PermissionsIf you use domains, you must assign user permissions to each domain. When access is assigned, the user has access to all business objects associated with the domain, and each business object created by that user is automatically added to the domain.

Explicit access permission enables you to specifically assign Modify access to the model elements that belong to one or more assigned domains. This option is useful when you want to restrict permission to the domain to a limited number of users. Access is assigned on an individual basis.

The domains are created in a hierarchy, and access levels roll up from children to the top level. A domain can have either No Parent (at the top of the hierarchy) or one parent. The parent domain must exist before the child domain can be created. To take advantage of a bulk domain assignment, the user must have write access to both the objects and the domain that are being created.

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Creating EmployeesA user is any person who uses Performance Scorecard. An employee is any person in an application that is responsible for, or linked to business objects such as strategy elements, measures, and targets. Employees are created by application designers.

For authorization purposes, each Performance Scorecard user must have a user account associated with an employee record. The employee linked to the user account determines which measures, scorecards, initiatives, and reports that the person can access.

For example, Jennifer Burns has a user account with which another employee, Vincent Abagato, is associated. If Vincent Abagato owns a measure, is associated with particular accountability elements, and is linked to a specific domain, Jennifer Burns can use her account to access the measure, accountability element, and all domain-specific business objects.


Creating Employees

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Because employees can use multiple scorecards to monitor the performance of objects such as measures, managers should evaluate employee performance by creating a primary scorecard for the employee.

Employees can also create secondary scorecards to assess and monitor the performance of the measures, strategy elements, and accountability elements with which they work.

Employees can specify who can access their secondary scorecards using the Miscellaneous tab on the Scorecard Setup page.

To create employees:

1. Log on to Performance Scorecard as a designer.

2. From the Object View pane, select Employee List.

The Employee List content pane is displayed.

3. Click Add.

The General tab of the Employee Setup (General tab) is displayed.

4. Enter the employees first and last name.

5. Optional: Enter employee number, job title, department, and manager .

6. Optional: Choose Select in Domain to associate an employee with a distinct physical or functional area.

7. Optional: Click Browse in Picture to attach a picture of the employee.

8. Optional: Click Select Dimensions to associate an employee with dimension members, such as strategy elements.

9. Enter contact information including e-mail address, and phone numbers.

10. Perform any of the following tasks:

To monitor employee performance using a primary scorecard, select Scorecard.

To assign the employee to the measures, accountability, and strategy elements with which they work, select Responsibilities.

N O T E

See Hyperion Performance Scorecard 9.3.1 - Design Applications, Lesson 9: Creating Scorecards, for more information on creating scorecards.

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To associate the primary scorecard for the employee with categories, select Miscellaneous.

If the employee has scorecards that use dimensional measures, select Miscellaneous to select the dimensions or members to use in calculations.

11. Click Save.

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Assigning Employee ResponsibilitiesYou use the Employee Responsibilities tab to assign employees to objects in Performance Scorecard such as strategy elements. You can also transfer responsibilities between employees on this tab.

N O T E

See Hyperion Performance Scorecard - System 9 - Designers Guide for more information on object responsibility tasks in Performance Scorecard.


Assigning Employee Responsibilities

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To assign employee responsibilities:

1. From the Employee Setup page, select the Responsibilities tab.

2. Click Setup adjacent to the tasks that the employee must perform for objects.

The Selection Setup dialog box is displayed.

3. Select the measure, element, employee, or initiative to which you want to assign an employee.

4. Click Apply.

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Security RolesBy default, access is restricted to all measures and scorecards in an application. You assign access to measures and scorecards by specifying permissions for the security role applied to a users account.

Security roles limit the tasks that users are authorized to perform in an application.

You set access to Yes or No for each user role.

You can assign roles by user and group.

If you provision a group, you do not need to provision individual users in the group.


Security Roles

Security roles determine what tasks a user can perform in the application. Performance Scorecard provides default security roles that can be

assigned to application users and groups.

user admindesigner

domain designer

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Provided Security RolesAlthough you can create your own, the following security roles are provided. If you authenticate users using Shared Services, see the equivalent role:

Authorization Priority RulesAccess permissions must be assigned to a security role to control access to scorecards, and measures. Access is enabled depending on whether the permission conditions are successfully met. Depending on the result, access for the specified scorecard or measure is enabled or disabled.

A numerical value is applied to each access level, such as 6 Deny All. The results for all permissions are evaluated, and the final result is assigned the appropriate authorization level.

The following authorization priority rules apply:

Grant one: highest priority

Deny one: high-middle priority

Grant group

Deny group

Grant all: middle-low priority

Deny all: lowest priority

For example, if you define a security role with the following restrictions and permissions, users with the security role can access all scorecards in an application because grant all has a higher priority than deny all.

Deny access to all scorecards

Access Performance Scorecard Role

Shared Services Role

Access reports and maps User Basic

Create scorecard applications Designer Interactive

Create scorecard applications for specific domains

Domain Designer Interactive

Manage applications and users Admin Power Manager

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Grant access to all scorecards

N O T E

See Hyperion Performance Scorecard - System 9 Administrators Guide for more information on scorecard and measure access permissions

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Creating Security RolesIf you are not using Shared Services and you wish to create a new security role, access the Performance Scorecard application directly.

To create security roles:


2. Select Security > Security Role List.

The Security Role List is displayed.

3. Click Add.

The Security Role Setup page is displayed.

4. In Security Role Name, enter a unique name.


Creating Security Roles

Right-click a permission to

edit

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5. In Description, provide a brief explanation of how the security role is used.

6. In the Permission and Restriction section, select the scorecards, measures, initiatives, and reports to which the security role provides, or denies access.

7. Click Save.

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Creating User AccountsUsers are individuals who use Performance Scorecard. User accounts are created by the administrator.

For authorization purposes, you assign an employee to each user account. The user account, in addition to the security role associated with an employee, determines the measures, scorecards, initiatives, and reports that the user can access.

N O T E

If you authenticate users using Shared Services, you cannot create, modify, or delete users in Performance Scorecard. You must add, modify or remove users in Shared Services.


Creating User Accounts

Click to automatically create user accounts

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To create user accounts:


2. Select Security > User Account List.

The User Account List is displayed, showing user accounts and the associated security role.

3. Click Add.

The User Account Setup page is displayed.

4. In User ID, enter a unique user ID for the account.

5. Select the Employees check box.

The Select Employee dialog box is displayed.

6. Select the employee who uses this account to log on to Performance Scorecard.

7. In Initial Password, enter the case-sensitive password.

8. In Confirm Initial Password, re-enter the password.

9. From Primary Domain, select the name of primary domain with which the user is to be associated.

10. From Security Roles, select the appropriate roles.

11. Optional: To enable the user to log on to Performance Scorecard using authorization defined in a group account, create the group account and assign it to the user account.

12. Click Save.

Automatically Creating User AccountsIf you have a large number of users to create, you can automatically generate a user account for each employee.

Before you automatically create user accounts:

If an employee has a user account that corresponds to their generated name (for example, kreilly), another account is not generated.

If there is a user account that does not correspond to any employee, you are presented with the option to delete the account.

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To automatically create user accounts:


2. Select Security > User Account List.

The User Account List is displayed.

3. Click Synchronize with Employees to generate accounts for all employees on the list.

4. Click Yes to confirm the synchronization process.

When the synchronization is complete, the User Account Synchronization Result report is displayed, showing the new user accounts.

5. Perform any of these tasks:

Click Select All to delete the user accounts.

Click De-select All to keep the user accounts listed.

6. Click Delete to remove the selected user accounts from the list.

The User Account List is displayed, showing all added user accounts.

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Configuring Users and Groups in Shared ServicesIf you do not set up security directly in Performance Scorecard, you use the Shared Services User Management Console to provision Performance Scorecard applications.

To access the User Management Console from Performance Scorecard, select Administration > User Management. Any user with the Provisioning Manager or Administrator role in an application can perform provisioning.

The three main nodes of the User Management Console are:

User Directories

Projects

Unassigned Applications


Configuring Users and Groups in Shared Services

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User DirectoriesIn the Shared Services User Management Console, you view user directories that consist of users and groups.

User directories can be provided (set up) natively or externally. External directories (LDAP, NTLM, and MSAD) hold users and groups in each directory. External directories are typically corporate directories.

You provision users and groups by assigning user roles in an application. A user can receive a combination of individual and group role assignments.


User Directories

User Directories list users from native and external directories.

User Directories: Native and NTLM

User list for selected directory

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ProjectsBefore you can provision users or groups for a Performance Scorecard application, the application must be registered in Shared Services and belong to a project. A project is an instance of Hyperion products that are grouped together to comprise an implementation.

For example, a Performance Scorecard project may consist of a Performance Scorecard application, a Analytic Services application, and a Financial Reporting Server instance. You can add one or more applications to a project, at the same time the project is created or later.

To create a project, right-click Projects and select New > Project. Specify the project name and description and assign applications as required.

T I P

In a practical sense, you can think of a project as a type of folder.


ProjectsProjects group together instances of Hyperion products that comprise an implementation.

Right-click and select

open

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Unassigned ApplicationsWhen you log on to your Performance Scorecard application for the first time, you are prompted to register the application with Shared Services.

When you register your application, you can assign it to an existing project, create a new project and assign the application to it, or leave it as an unassigned application to be assigned to a project or later.

You must create at least one project in Shared Services and add your application to it before you can provision users and groups to the application.


Unassigned Applications

Unassigned applications must be assigned to a project before users or groups can be provisioned to them.

Application is registered with Shared Services but not yet assigned to a project.

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Provisioning Users and GroupsUse the user directory to provision users and groups to your Performance Scorecard application. You provision users to enable them to access applications and perform tasks in the application.

To provision users or groups:

1. From Performance Scorecard, select Administration > User Management Console.

The User Management Console is displayed.

2. In the view pane, expand User Directories.

T I P

If you provision a group, you do not need to provision the individual users in the group.


Provisioning Users and Groups

Right click to select a user to provision.

Select an application.

Assign roles.

Save selections.

1

4

2

3

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3. Select and expand a user directory. Expand Users to provision and assign roles to users, or expand Groups to provision and assign roles to groups.

4. In the bottom frame of the view pane, click Show All to display a list of users or groups.

5. Select the user or group that you want to provision.

6. Right-click the user or group and select Provision.

7. Expand the project that contains the application for which you want to provision the user or group and assign roles.

8. Expand the application for which you want to provision the user or group and assign roles.

9. Select the role or roles that you want to assign to the user.

10. Click Save.

11. Select File > Return to Application to return to the Performance Scorecard.

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Extending User AttributesYou can also assign additional attributes, such as employee, domain, and additional security roles for a Performance Scorecard user in the User Management Console.

To extend user attributes

1. From the User Management Console, expand the Projects node and click [project name].

2. Select a user and click Next >.

3. Select employee, domain and security roles for the user.

4. Click Finish.


Extending User Attributes

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Synchronizing User AccountsPerformance Scorecard user accounts must be synchronized with users created in Shared Services to update any changes in the users data.

To synchronize user accounts:

1. In the Object View pane, expand the Objects and Security nodes and click User Account List.

2. Click Synchronize With Shared Services.

A confirmation message displays to inform you that user accounts may be created.


Synchronizing User Accounts

Click to synchronize user accounts

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3. Click Yes to confirm the synchronization process.

A user account is created for each employee. When the synchronization is complete, the User Account Synchronization Result report is displayed, showing the user accounts that were added. Any user accounts that do not seem to be associated with existing employees are highlighted.

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Describe security in Performance Scorecard

Authorize users and groups

Configure users and groups in Shared Services

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Documents

Hyperion Performance Scorecard 9.3.1 Design Applications