HYPERION® PERFORMANCE SCORECARD – SYSTEM 9 · Oracle's Hyperion® Performance Scorecard – System 9 is Web-based solution, enables your organization to set goals, and to use scorecarding

H Y P E R I O N ® P E R F O R M A N C E S C O R E C A R D – S Y S T E M 9

R E L E A S E 9 . 3 . 1

U S E R G U I D E

Performance Scorecard User Guide, 9.3.1

Copyright © 1999, 2007, Oracle and/or its affiliates. All rights reserved.

Authors: Emily Hamer

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Contents

Chapter 1. Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

About Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Notes and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Alerts and the Alerter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Performance Scorecard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Using Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 2. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Logging On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

User Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

View Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

My View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Browser View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Composite View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

The Annotations Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

The Trend Table Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Trend Chart Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Initiatives Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Customizing the Composite View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Accessing the Composite View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Work Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Filtering Scorecards, Measures, and Initiatives in My View . . . . . . . . . . . . . . . . . . . . . . . 27

Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Context Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 3. Setting Preferences and Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Preference Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Contents iii

Setting Default System Preference Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Setting Home Page Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Setting the User Interface Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Changing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Displaying the Masthead . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Displaying the View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Setting Your Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 4. Using Performance Scorecard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

About the Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Measure Data Confidence Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

About the Composite View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Using the Measure Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Assumed Nonexistent Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Opening the Measure Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Accessing the Measure Details Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Accessing General Measure Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Customizing the Chart Tab of the Measure Details Report . . . . . . . . . . . . . . . . . . 49

Entering or Modifying Measure Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Entering Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Modifying Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Deleting Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Setting Measure Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Results and Targets Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Identifying Measure Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Working With Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Using the Scorecard Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Opening the Scorecard Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing the Scorecard Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing General Scorecard Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Graphing Scorecard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Viewing Historic Scorecard Trend Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Working With Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Using the Employee Profile Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Opening the Employee Profile Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Accessing Employee Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Viewing Employee Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Graphing Employee Scorecard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Accessing Trending Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

iv Contents

Using the Active Alerts Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Using the Result Collection Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Using the Initiative Status Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Using the Strategy Map Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Customizing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Customizing the Measure Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Customizing the Scorecard Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Customizing the Employee Profile Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Customizing the Result Collection Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Customizing the Initiative Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Customizing the Strategy Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Exporting Reports to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Valid Report Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Exporting a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Copying and Pasting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 5. Viewing Maps and Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Performance Scorecard Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Accountability Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Strategy Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Viewing Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Map Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Map Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

The Map Editor Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Map Editor Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Chapter 6. Using Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Before Creating Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Creating Initiative Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Creating Initiative Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Setting Initiative Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Creating Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Updating Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Deleting Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Adding Child Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Copying Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Linking Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Customizing Initiative Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Filtering Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Contents v

Accessing Strategic Initiative Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Chapter 7. Using Notes and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Creating Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Replying to Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Modifying Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Deleting Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Accessing Notes from the General Forum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Searching for Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Using Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Creating Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Modifying Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Deleting Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Annotations and Initiatives Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Using the Annotations and Initiatives Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Chapter 8. Using Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Alert Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Data for Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Creating Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating Measure Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating Scorecard Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Creating Initiative Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Creating Alerts Based on Other Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Inserting Dynamic Variables in Alert Notifications . . . . . . . . . . . . . . . . . . . . . . . . . 125

Modifying Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Copying Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Deleting Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Subscribing to Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

One-Step Subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Deactivating Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Working With Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Disabling Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Enabling Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Modifying Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Alert Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Notification Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

vi Contents

Responding to Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Appendix A. Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Contents vii

viii Contents

1Overview

In This Chapter

About Performance Scorecard ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Using Security Roles ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Oracle's Hyperion® Performance Scorecard – System 9 is Web-based solution, enables yourorganization to set goals, and to use scorecarding methodologies to measure and monitorbusiness performance.

This chapter describes the components and core functionality of Performance Scorecard, andintroduces the three default security roles.

About Performance ScorecardPerformance Scorecard enables your organization to identify strategic goals and translate theminto tasks and actions that can be measured and monitored. Tasks are assigned to accountabilityelements, that can be individuals, or groups.

Using core Performance Scorecard features, such as maps, measures, initiatives, annotations andalerts, you can follow the progress of assigned tasks. Reports help you to evaluate the progressof each measure and scorecard and alert you if a measure or scorecard needs attention.

See:

● “Maps” on page 9

● “Measures” on page 10

● “Initiatives” on page 10

● “Alerts and the Alerter” on page 11

MapsWithin Performance Scorecard, maps are used to articulate strategic goals, assignresponsibilities, and analyze the impact of independent tasks and responsibilities onachievement.

Using employee profiles, scorecards, and measures, maps enable you to view the status of eachtask and the progress being made towards achievement of an initiative.

About Performance Scorecard 9

These map types are available:

● Strategy Trees—used to identify and articulate strategic goals for all organizational levels.By outlining a central, comprehensive, and communicated strategy, strategy trees assist yourorganization in achieving and evaluating its goals.

● Accountability Maps— used to evaluate the responsibilities of teams, departments,committees, and individuals. Accountability maps enable elements, such as departmentsand committees, to understand how their actions impact strategic goals.

● Strategy Maps—illustrate relationships among elements and themes and between elementsand themes and organizational strategy and hypothesize about cause and effect.

MeasuresMeasures are concrete indicators that quantify tasks and enable you to collect objective,quantifiable data that evaluates progress towards performance or strategic targets.

For example, for a product-quality objective, you can identify the number of product returns,results of the product quality assurance process, and customer satisfaction ratings.

Measures can be simple, composite, or dimensional:

● Composite measures use results from other measures to calculate results. For example,employee-productivity measures may require a combination of information, such asnumber of hours worked and quality and quantity of output.

● Simple measures track one criteria, such as the number of product returns, over time. Eachdata point is entered, manually or through batch loading, and stored in the database.

● Dimensional measures are associated with one or more dimensions, enabling measures tobe grouped and analyzed logically and consolidated within dimension hierarchies.

Composite and dimensional measures are displayed in hierarchies that reflect dimensionality(for dimensional measures) and the other application objects referenced in formulas (forcomposite measures). This may include these elements:

● Constituent measures

● Variables (V)

● Scorecards (S)

InitiativesInitiatives, which usually have a limited lifetime, record the status of tasks related to measures,strategy elements, and accountability teams and enable you to track progress toward goals.

You can create initiatives to bring a number of elements and tasks together to achieve a particulargoal, project or objective. By drawing together the measures, scorecards, timelines and objectivesinto a single composite view, you have a master perspective of the progress of all elements towardsthe initiative's goal. It is easier to spot potential issues, or to obtain a current status of all thecomponents when you can see them all at one time. A Composite View is available to enableyou to display the parent and child initiatives in a single customizable view.

10 Overview

For information about creating initiatives, see “Creating Initiatives” on page 88.

Notes and AnnotationsYou can create notes (to which you can attach files) and annotations for strategy elements,accountability elements, and measures.

This feature enables everyone in your company to share information, suggestions, and opinionsabout the strategy elements, accountability elements, and measures to which they have access.

See “Using Notes and Annotations” on page 97.

Alerts and the AlerterAlerts enable you to notify subscribers by E-mail when performance metrics are not acceptableor when tasks such as measure result collection or initiative completion are approaching, due,or overdue. For example, subscribers can be notified when measure or scorecard performanceis exceptionally high or low.

Alerter, which is installed and deployed as a separate Web-enabled application, performs allrequired background functions.

See “Using Alerts” on page 109.

Performance Scorecard ReportsPerformance Scorecard reports are used to perform these tasks:

● Update measure, target, and variable results.

● Drill down to detailed measure information such as trend data and measure usage.

● Drill down to detailed scorecard data.

● Access employee profile data.

Table 1 Performance Scorecard Reports

Report Description

Measure Performance Access a list of measures and drill down into measure details.

Active Alerts View alerts to which you are subscribed and that are triggered and active.

Scorecard Performance Access a list of scorecards and drill down into scorecard details.

Employee Profile Access a list of employees and drill down into detailed employee data.

Result Collection Enter uncollected measure and variable results, and modify measure results.

Initiative Report View and update initiatives with progress and status reports.

Strategy Map View results for a Strategy map.

About Performance Scorecard 11

Using Security RolesBy default, Performance Scorecard restricts access to all measures and scorecards in anapplication.

If you use Oracle's Hyperion® Shared Services for external authentication, each PerformanceScorecard security role is associated with a Shared Services user role.

Performance Scorecard provides three default security roles that may be applied to a user’saccount:

● user (for end users)

● designer (for application designers)

● admin (for administrators)

Table 2 Default Security Roles

Performance Scorecard SecurityRole Shared Services User Role Description

designer Interactive ❍ Build scorecards and applications

❍ Create frameworks and employees

❍ Define measures and dimensionaloutlines

❍ Build Strategy trees, Accountability,and Strategy maps

❍ Enter employee and scorecard data

❍ Create alerts and subscriptions

❍ Create, access, and reply to notesattached to application businessobjects.

❍ Set reporting periods

❍ Create and modify initiatives

❍ Assign annotation creators to businessobjects

By default, designers have accessto the following work areas:

❍ Build application components

❍ Use all Performance Scorecard reportsand perform data entry

❍ View and drill down into components ofStrategy trees, Accountability, andStrategy maps

❍ Create and subscribe to alerts,including creating public alerts andsubscribing others to alerts

❍ Run data integrations to publish datato Shared Services for use in othersupported Hyperion productapplications

12 Overview

Performance Scorecard SecurityRole Shared Services User Role Description

user Basic ❍ View maps and drill down into mapelements

❍ Access data and reports aboutbusiness objects and use notes

❍ Create, edit or delete initiatives

❍ Create and subscribe to alerts

❍ Create, edit or delete annotations

Note: This role restricts access tomeasures and scorecards unless theuser meets certain criteria. Do notapply this role to the accounts ofemployees who define frameworks,build maps, create measures, and setup scorecards.

admin Power Manager ❍ Create and manage user accounts,including applying security roles andestablishing permissions andrestrictions that determine tasks thatusers can perform

❍ Track changes to application businessobjects and monitor locks applied tobusiness objects

❍ Generate Star Schema andmultidimensional Oracle's Hyperion®Essbase® – System 9 databases ofapplication data

❍ Configure Performance Scorecard forPerformance Scorecard

❍ Manage models through SharedServices

❍ Promote application data to anotherenvironment

❍ Configure Alerter, enabling users tosend and receive alert notifications

❍ Create, modify or delete domains

❍ Edit or delete annotations

❍ Monitor user activity through the UserSession Report

Using Security Roles 13

14 Overview

2Getting Started

In This Chapter

Before You Begin... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Logging On... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

User Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Work Areas ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Filtering Scorecards, Measures, and Initiatives in My View ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

This chapter introduces the user environment and explains how to log on to PerformanceScorecard. Instructions on filtering data and setting preferences are also included.

Before You BeginBefore you can use Performance Scorecard, your Performance Scorecard Administrator,database administrator, or IT representative must perform the following tasks:

● Create your user account to which the user security role is applied.

● Modify your security role to grant access to business objects, such as measures and scorecard,or restrict access to certain pages and reports.

● Optional: Configure Performance Scorecard Alerter.

● Optional: Configure Performance Scorecard for external authentication, either instandalone mode or through Shared Services. See the Hyperion Performance Scorecard —System 9 Installation Guide.

Note:

To publish data to or import data from Oracle's Hyperion® Shared Services, yourAdministrator must configure Performance Scorecard for external authentication.

Logging OnThis section explains how to log on to Performance Scorecard.

To change your password after you have logged on, refer to the Hyperion Performance Scorecard— System 9 Administrator’s Guide for detailed instructions.

Before You Begin 15

➤ To log on to Performance Scorecard:

1 Ensure that your Administrator has configured Performance Scorecard as described in the HyperionPerformance Scorecard — System 9 Installation Guide.

2 If required, launch the application server by selecting Start > Programs > Hyperion > Performance Scorecard> Start webReports on <application server>.

Note:

If Performance Scorecard has been installed and configured as a service, it is launchedautomatically. For additional information, refer to the Hyperion Performance Scorecard — System9 Installation Guide.

3 With your browser, navigate to <http://<computer>:<port>/HPSWebReports/>.

By default, the application name in this URL is HPSWebReports. The URL is case-sensitive.

The Logon dialog box is displayed.

Note:

If your Administrator didn't configure Performance Scorecard, the Application Not Configuredpage is displayed. See the Hyperion Performance Scorecard — System 9 Installation Guide.

4 In User Name, enter your case-sensitive user ID.

5 In Password, enter your case-sensitive password.

6 Optional: If your organization is using an LDAP or NTLM authentication provider, enter the name of the domain.Ask your Administrator for the associated domain name.

7 Click Logon.

By default, Performance Scorecard opens on My View.

For information about how to display a different report or page by default, see “Setting HomePage Preferences” on page 35. You can also modify the default information on the tab, asdescribed in “Filtering Scorecards, Measures, and Initiatives in My View” on page 27.

User EnvironmentThe User environment consists of two tabs in the Viewer that contain the Browser View and MyView. The right frame of the window is the contents area, that displays the details about the itemselected on the tabs.

You can select most objects from the Viewer tree, to see detailed scorecard, measure andemployee information.

16 Getting Started

Figure 1 Performance Scorecard My View Pane

Number Description

1 Masthead

2 Menu, Toolbars and Search

3 View Pane Tabs: My View, Browser View or Object View, depending on your authorization

4 View Pane

5 Contents pane

6 My View pane

7 Report date: Click to access data generated on another date

8 Target date: Click to evaluate data using another target

View PanesThe View Panes offer different perspectives of the available maps, trees and scorecards that areavailable to you. The following topics are covered:

● “My View” on page 18

● “Browser View” on page 18

● “Composite View” on page 18

User Environment 17

My ViewMy View displays your customized view of the scorecards, measures and initiatives that areimportant to you. Strategy and accountability element scorecards are grouped according to themaps on which each element is used. Only those items that you are authorized to access aredisplayed.

In the Viewer, select the My View tab .

Using Edit Filters, select just those items which you access frequently, or need to monitor. See“Filtering Scorecards, Measures, and Initiatives in My View” on page 27.

From My View, you can perform these tasks:

● Click a measure to launch the measure’s Details Report and display the Trending Table.Double-click a composite or dimensional measure to drill-down into its constituentmeasures.

● Expand the Strategy tree or Accountability map tree to access scorecards attached to eachstrategy or accountability element used on each map in your application.

● Expand the Strategy Maps tree to view the map, and drill-down into strategy element mapsby double-clicking on any strategy element that you own.

● Click an Initiative to view its Status Report.

● Customize the My View pane. See “Filtering Scorecards, Measures, and Initiatives in MyView” on page 27.

● Select a Performance Scorecard report, map, or scorecard that you want to make your homepage as described in “Setting Home Page Preferences” on page 35.

● Create a list of frequently accessed Web pages, as described in “Setting Your Favorites” onpage 38.

● Filter the contents of the tab to show only information that you want to have “at a glance”.See “Filtering Scorecards, Measures, and Initiatives in My View” on page 27.

Browser ViewThe Browser View displays a tree of all the business objects to which you have access. In the

Viewer, select the Browser View .

Composite ViewThe Composite View is available to all users as a customized feature, and provides a split screenview of a scorecard, and its key associated scorecard data, including annotations, Trend Tables,Charts, and initiatives.

You can customize the view to display the information in the format that works best for you, asdescribed in “Customizing the Composite View” on page 23. The Application Designer alsohas the option to set the layout for all users by selecting Set System Defaults on the Customize

18 Getting Started

window. The View enables you to display up to four panes of information, in seven layouts.After you configure the layout of panes and contents, any changes are displayed as soon as thelayout is saved.

➤ To access the Composite View:

1 From the Browser View, select Objects > Scorecards.

2 Select a scorecard.

3 Right-click a measure, and select Composite View from the context menu.

The screen splits to display the composite view that you configured.

For information on creating and customizing the Composite View, see:

● “The Annotations Pane” on page 19

● “The Trend Table Pane” on page 20

● “Trend Chart Pane” on page 21

● “Initiatives Pane” on page 22

● “Customizing the Composite View” on page 23

Resize each pane by clicking the pane separators to drag the pane to the required size.Double-click inside the pane to maximize the pane, then double-click again on the expandedpane to return to the Composite View layout. You can also right-click on the pane, and selectMaximize or Minimize.

Use the sort icon to sort results in ascending or descending order. If required, scroll bars aredisplayed to enable you to view all the information in the pane.

The Annotations PaneThe Annotations pane displays the comments for the currently selected objects for the associatedreporting period.

The pane displays all available reporting periods, and the comment for the current period. Usethe Previous Period and Next Period buttons to change the period being viewed to anotherperiod.

Figure 2 Annotations Pane

If multiple notes exist for the reporting period that matches the current date, only the first noteis displayed. Other notes and replies are not visible in this pane. If no note can be found for theperiod, the message, “There are no comments for this period.” is displayed. When creating

User Environment 19

reporting periods, ensure that the date entered is the start date of the period to ensure that theapplicable notes will be displayed.

Note:

Because the most recent period entered continues into the future, and essentially has no enddate, any reporting date selected after the beginning of the most recent period is considered tobe in that period.

The Trend Table PaneThe Trend Table shows historic measure and scorecard data for the currently selected object.The data is displayed from the current reporting date back for one year. The date cannot bechanged.

For measures, the following information is displayed:

● Date

● Status

● Result

● Target

● PTD Result

● PTD Target

● Score

Figure 3 Trend Table Pane

For scorecards, the following information is displayed:

● Date

● Status

● Score

Click the Status indicator or active links to display the associated reports. Use the sort icons todisplay the information in ascending or descending order. The order is determined by thecolumn that you select.

20 Getting Started

If you want to display the Trend Chart with year-end values, select Composite trend charts showyear end and next year’s end values when completing the Scorecard Report Customizationwindow. See “Customizing the Composite View” on page 23

➤ To customize the Trend Table pane:


The list of available scorecards is displayed.

2 Select a scorecard to view.

You can select a scorecard for an employee, accountability map or strategy tree. The selectedscorecard is displayed in the Contents pane.

3 Click a measure or scorecard from a scorecard to display the measure highlighted in the Composite View.

4 Optional: In the Trend Table pane, right-click on the pane and select Customize.

The Customize Measure Trend dialog box is displayed.

5 Select the types of information to display.

6 Click OK.

Only those items selected from this dialog box are shown in the Trend Table pane.

Trend Chart PaneThe Trend Chart pane shows the trending chart for the currently selected object. The data isdisplayed from the current reporting date back one year. The date cannot be changed. By default,the table is sorted by date, in descending order.

For measures, this chart displays the result, PTD result and the first two targets. If the selectedobject is a scorecard, the score is shown by a simple line.

User Environment 21

Hover the cursor over the Target line to display the numerical value of the selected intersection.

If you want to display the Trend Chart with year-end values, select Composite trend charts showyear end and next year’s end values when completing the Scorecard Report Customizationwindow. See “Customizing the Composite View” on page 23.

Initiatives PaneThe Initiatives pane displays the set of initiatives for the currently selected object. If there are noassociated initiatives, or if a scorecard was selected, a message is displayed to indicate that noinitiatives are available.

The following information is displayed on the Initiatives pane:

● Name

● Status in text

● Due Date

● Percent Completed

Figure 4 Initiatives Pane

➤ To customize the contents of the Initiatives pane:



2 Select a scorecard to view.

You can select a scorecard for an employee, accountability map or strategy tree.

3 Right-click a measure, and select Composite View.

22 Getting Started

The screen splits, and the Composite View is displayed.

4 Click an initiative.

The Composite screen splits to show two additional panes below the initiative pane:

● Annotations for the initiative

● Trend view for the initiative, showing progress and status information for the initiative,trended over time

5 Optional: In Initiatives, right-click on the pane and select Customize.

The Initiatives Report Customization is displayed.

6 Select the Static or Trend View as the default view.

7 Under Static View, select the information about the initiative to display in the Report Columns.

8 Under Trend View, select the information about the current progress and status of the initiative to display inthe Report Columns.

9 Click Save.

Customizing the Composite ViewYou can lay out the Composite View to display four panes of information, configured in one ofseven layouts to enable you to view the detail that you require on a single screen.

Changes made through the customized view apply to the individual user only. Only anapplication designer can set the default layout for all users, by checking the Set System Defaultscheckbox on the Customize window; however, the individual user could still customize the viewfurther.

➤ To customize the Composite View:

1 From Browser View, select Objects > Scorecards.

2 Expand Scorecards to display the Employees, Strategy Trees or Accountability maps.


3 Select a scorecard for an employee, Strategy Tree or Accountability map.

4 Click Customize.

The Scorecard Report Customization page is displayed.

5 Optional: For Application Designers only, select Set System Defaults to set the default layout for all users.Set System Defaults is only visible for the Designer role.

6 Optional: Select Group Measure by Perspective if you want to view measures in this format.

7 Under Report Columns Shown, select all of the columns you want to display on the scorecard.

8 Under Scorecard Details Display, select the display options for information you want to display on thescorecards:

a. Select Scorecard details displays composite mode report to enable the Composite View.Set up the Composite View layout as outlined in step 8.a.i to step 8.a.v:

User Environment 23

i. Click Edit Details Layout to display the Details Pane Layout.

ii. From Select Details Pane Layout, select the format to display for the Composite Viewfrom the seven configurations.

By default, the pane is split into four views. As you select a layout, the same layoutis mirrored in the layout diagram below the list.

iii. On the layout diagram, right-click in a pane of the layout to display the list of availableinformation types, such as Annotations, Trend Chart, Trend Table or Initiatives.

iv. Select the type of information, such as Annotations, to display in the selected pane.The name of the selected type is assigned to the pane. By selecting the type ofinformation for each pane, you change the default display layout of the CompositeView.

v. Repeat step 8.a.iv for each pane on the layout. You can rearrange the panes, and theinformation required, by reassigning the information types. You can only displayone type of pane.

For information about each pane and instructions on customizing the Trend Tableand Trend Chart panes, refer to these sections:

● “The Annotations Pane” on page 19

● “The Trend Table Pane” on page 20

● “Trend Chart Pane” on page 21

● “Initiatives Pane” on page 22

b. Optional: For the Composite View Trend Table and Trend Chart, select Composite trendcharts show year end and next year’s end values to display the Composite View with year-end values.

c. Optional: Select Automatically add Accountability/Strategy children to scorecard todisplay scorecards for the children of the selected scorecard, even if that child is not partof the scorecard. These scorecards are listed under the heading, Descendants.

24 Getting Started

d. Optional: Select Display child scorecard constituents instead of child scorecardsthemselves to display the measures from any child scorecards of the selected scorecard,rather than the child scorecard. The measures are listed under the heading, Descendants.

The name of the scorecard is not shown. Click the scorecard link icon, , to open thescorecard on which the measure is located.

9 Click OK.

10 Click Save to return to the scorecard.

Accessing the Composite ViewAfter customizing your Composite View, access the view on a Scorecard.


1 From Browser View, select Objects > Scorecards.


2 Select a scorecard for an employee, accountability map or strategy tree.

3 Right-click a measure, then select Composite View.

The screen splits to display the Composite View. The selected measure is highlighted. TheComposite View reflects the layout that you designed. See “Composite View” on page 18.

Click the pane separators to drag the pane to the required size. Double-click in the splitpane window to maximize the pane.

Use the sort icon to sort results in ascending or descending order. If required, scroll bars aredisplayed to enable you to view all the information in the pane.

User Environment 25

4 Click another measure to change the contents of the Composite View.

5 Close the Composite View by clicking a higher element in the View pane, such as a map name.

If you want to hide the Composite View, modify the settings for the scorecard by clickingCustomize on the scorecard, and clearing the checkboxes under Scorecard Details Display. See“Customizing the Composite View” on page 23.

Work AreasDepending on the work area you select, the View pane displays the scorecards, measures, reports,maps and discussion threads you are authorized to view.

Note:

This guide does not describe how to create objects using the Object view. For information aboutcreating objects, refer to the Hyperion Performance Scorecard — System 9 Application Designer'sGuide.

The following table identifies the tasks you can perform using each of the Performance Scorecardwork areas.

26 Getting Started

Table 3 Performance Scorecard Work Areas

Work Area Description Reference

My View Provides a filtered list of all thescorecards, measures and initiativesthat you have permission to view. Clickto drill-down into each business object

“User Environment” on page 16

Toggle to hide or show the Viewpane.

“Displaying the View Pane” on page38

Toggle to hide or show themasthead.

“Displaying the Masthead” on page38

Reports Lists the reports you can open:

● Active Alerts

● Measure performance

● Scorecard performance

● Employee Profile

● Result Collection

● Initiative Status

“Using Performance ScorecardReports” on page 41

Maps Lists the Strategy trees, AccountabilityMaps and Strategy maps you can view.

“Viewing Maps and Strategy Trees”on page 79.

Forum Lists the strategy elements,accountability elements, and measuresfor which you can access notes.

You can create, read and reply to notes.

“Using Notes and Annotations” onpage 97.

Alerter Lists the different kinds of measure,scorecard, and initiative alerts you cancreate and to which you can subscribe.

“Using Alerts” on page 109.

From any page, you can select these options:

● Click Logoff to close Performance Scorecard and return to the Logon page.

● Click Help to open the Performance Scorecard Information map, from which you can accessthe online help.

Filtering Scorecards, Measures, and Initiatives in My ViewUse My View to customize the information to present those items and business objects that aremost important or relevant to your work. Using Edit Filters, select those items which you accessfrequently, or need to monitor.

Use these procedures to filter the information displayed on My View:

● To filter scorecards in My View:

● To filter measures in My View:

Filtering Scorecards, Measures, and Initiatives in My View 27

● To filter initiatives in My View:

➤ To filter scorecards in My View:

1 In the View pane, select My View .

2 Click Edit Filters.

The Filters page is displayed.

3 Select Scorecard Filters.

A separate section for each available scorecard type is included, such as Employee, Measure andInitiative filters.

4 Under Scorecard Filters for each scorecard type, select only those elements to display in My View:

● Under Show Scorecards Section, click to display the Scorecard section on My View.

● Under Only Show Scorecards for which I am, select the level for the scorecard, such asOwner, Member, or Manager.

● Under Only Show Scorecards with Status, select a status indicator for the scorecards thatyou want to view, such as Poor or Excellent.

● Under Only Show Scorecards with Trend, select a trend indicator for the scorecards thatyou want to view.

● Under Show only names matching, enter the text to be matched. You may enter filters intwo different ways:

❍ For a simple filter, enter the full or partial name for the scorecard. For example, if youenter “smi.*,” you display all names containing those letters, such as Smith or Smithers,and so on. To locate an exact match, enter the exact letters.

❍ For a more complicated filter, you can enter a case-insensitive query that is enclosed inforward slashes, in the following format:

/[First Letter Range][Second Letter Range].*/

For example, you can enter a range of letters, in either upper or lower case. in squarebrackets to define the search values. You can also append.* to search for any additionalletters in the name. As an example, to find all scorecards beginning with the letters A-M, with a second letter of A-E, such as Addison or McDonald, you would create thequery as follows:

/[A-M][A-E].*/

As another example, to display all names within the letters A and C, construct a query,as follows:

/[A-C].*/

5 Click Save.

Only scorecards that meet the filter criteria are displayed in My View.

28 Getting Started

➤ To filter measures in My View:


2 Click Edit Filters.


3 Select Measure Filters.

Any custom performance indicators that have been created are listed on this page.

4 Select the criteria for displaying the measures:

● Under Only Show Measure for which I am, select the level for the scorecard, such as Owner,Result Collector or Target Setter.

● Under Only Show Measure for Status, select a status indicator for the measures that youwant to view.

● Under Only Show Measure with Trend, select a trend indicator for the scorecards that youwant to view.

● Under Show only names matching, enter the text to be matched.

● You may enter filters in two different ways, as follows:

● For a simple filter, enter the full or partial name for the scorecard. For example, if you enter“smi.*,” you display all names containing those letters, such as Smith or Smithers, and soon. To locate an exact match, enter the exact letters.

● For a more complicated filter, you can enter a case-insensitive query that is enclosed inforward slashes, in the following format:

/[First Letter Range][Second Letter Range].*/

Under Measures for each scorecard type, select only those elements to be displayed in My View:

For example, you can enter a range of letters, in either upper or lower case. in square bracketsto define the search values. You can also append.* to search for any additional letters in thename. As an example, to find all scorecards beginning with the letters A-M, with a second letterof A-E, such as Addison or McDonald, you would create the query as follows:

As another example, to display all names within the letters A and C, construct a query, as follows:

/[A-C].*/

/[A-M][A-E].*/

5 Click Save.

Only measures that meet the filter criteria are displayed in the My View pane.

➤ To filter initiatives in My View:


2 Double-click Edit Filters.



3 Select Initiative Filters.

Any custom performance indicators that have been created by the application designer are alsodisplayed on the page.

4 Select only those initiatives that you want to display in My View:

● Under Only Show Initiatives for which I am, select the type of association with the initiative:

❍ To list initiatives that you own, select Owner.

❍ To display initiatives of whose progress and status you are to be alerted, selectNotified.

❍ To list initiatives that you have created, select Creator.

● Under Only Show Initiatives with Status, select a status indicator for the measures that youwant to view. For example, if you only want to view initiatives with a current status ofunacceptable, click the unacceptable performance indicator. You can select multipleperformance indicators.

● Click Show only names matching, and enter the text to match in the text box to only listinitiatives based on their names. To list initiatives beginning with a certain letter, enter<letter> and then an asterisk (*), where <letter> is the first letter in the initiative name.

5 Click Save.

Only initiatives that meet the filter criteria are displayed in My View.

SearchThe Search feature on the toolbar enables you to enter a name or phrase to quickly locate a listof items containing that required name or term. The search can include these items:

● Employees

● Accountability Elements

● Strategy Elements

● Measures

● Initiatives

For example, enter a single word, such as “sales” or a phrase, such as “# of” to display a listof all occurrences. A search is made for an exact match to the entered characters. The searchis not case-sensitive.

➤ To find an object using Search:

1 In Search on the main menu toolbar, enter a word or phrase.

For example, to find objects with poor performance, enter poor in the Search box. You can alsoenter a perspective name to list the measures associated with a perspective.

To search for a particular status, enter status=<status name>

30 Getting Started

To search for a particular perspective, enter perspective=<perspective name>

2 Click Search.

A list of all occurrences of the selected word, object or phrase is displayed. The name, objecttype, description and status symbol name (if applicable) are displayed for each object. Formeasures, perspectives are also available.

3 From the search report, click the link for a listed object to access more information.

Context MenusTo facilitate data entry, context menus are available with a right-click on most items. Some ofthe tasks you can perform from the context menus include these 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 viewpreviously 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. Forexample, to send colleagues a link to a scorecard, right-click the scorecard and select CopyLink, and paste the link in an E-mail message.

● Delete or modify objects.

Note:

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

Setting PreferencesUse the Preferences options to set your display preferences, such as the Home Page, date formats,and UI themes.

Note:

In some instances, the Application Designer may set default system preferences for all users. Ifthese default values have been set, you cannot change them.

➤ To set display preferences:

1 From the Performance Scorecard main menu, select File > Preference.

The Preferences page is displayed.

2 Set your preferences for these options:


● Select the content of your Home Page.

● Set your personal User Interface, including “sticky” links, browser controls, date formats, aUI theme and Data Confidence Indicators

● Change your password, for database-based authentication

3 See “Setting Preferences and Favorites” on page 33.

32 Getting Started

3Setting Preferences and

Favorites

In This Chapter

Preference Page... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Setting Default System Preference Levels .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Setting Home Page Preferences ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Setting the User Interface Preferences ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Changing Passwords... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Displaying the Masthead... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Displaying the View Pane ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Setting Your Favorites.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

You can customize the application to reflect your personal preferences for how you want todisplay or access the software. The Preferences pages are also where you can change yourPerformance Scorecard password.

Using the Favorites menu, you can set or edit bookmarks for Web pages in PerformanceScorecard or to access an external Web page. Settings apply to My View and the Browser Viewtabs.

The Application Designer role is also authorized to set system default preferences for all users.See “Setting Default System Preference Levels” on page 34.

To customize settings for the Composite View, see “Customizing the Composite View” on page23.

To customize reports, see “Customizing Reports” on page 71.

Preference PageThe Preferences page is used to set your preferences for managing your personal workspace.

The Preferences page contains tabs that are used to set preferences:

● Preference Level is displayed for Designers only, to select the level of preferences. TheDesigner can set System Default Preferences, that are applied to all users, or set their personaldisplay preferences. See “Setting Default System Preference Levels” on page 34.

● Home Page enables you to select the information that you want to display by default in thecontents frame when you first logon to Performance Scorecard. See “Setting Home PagePreferences” on page 35.

Preference Page 33

● User Interface enables you to control the way pages are displayed. You can set sticky linksand browser controls, select UI themes for enhanced contrast viewing, measure dataconfidence indicator, and set date formats. See “Setting the User Interface Preferences” onpage 36.

● Password Change enables you to modify a personal password only if you are using BasicJDBC authentication. See “Changing Passwords” on page 37.

Note:

If your administrator has configured Performance Scorecard for external authentication,you cannot modify your Performance Scorecard password.

Selections made on the Preferences page apply to both the Browser View and My View panes.In order for some selections to take effect, you may have to log off, then log back on.

Setting Default System Preference LevelsThe Application Designer is authorized to set default preference levels for all users, to set astandard Home Page or User Interface layout.

If you have Designer permissions, the Preference Level to Edit tab of the Preferences page isdisplayed after you select File > Preference. This page is not displayed for basic users orAdministrators.

From the Preference Level tab, you can select an option to set your personal display preferences,or to set system default preferences. Depending on the selection you make on this page,preferences apply to all users (System Default Preferences) or for your individual preferencesonly (My User Preferences).

➤ To set a preference level:

1 Log on to Performance Scorecard as a Designer.

2 From the main menu, select File > Preference.

The Preference Level tab is displayed.

3 Under Select Preference Level to Edit, select the preference level:

● System Default Preferences to set system default layouts for the Home Page and UserInterface. After you select the System Default Preferences option, any choices you make forthe Home Page or User Interface layouts are automatically applied to the layouts for all users.The Password Change tab is also available, but is still a personal preference and does notbecome a system default.

● My User Preferences to set individual preferences for your own Home Page or UserInterface. These settings are separate, and may be different from the system default settings.

4 Complete the settings for the Home Page and User Interface for the selected Preference level. See thesesections:

● “Setting Home Page Preferences” on page 35

34 Setting Preferences and Favorites

● “Setting the User Interface Preferences” on page 36

● “Changing Passwords” on page 37

● “Displaying the Masthead” on page 38

● “Displaying the View Pane” on page 38

5 Click Save.

If you selected System Default Preferences, all users will see the selected preferences the nexttime that they log on.

If you selected My User Preferences, you will see the selected preferences the next time that youlog on.

Setting Home Page PreferencesYou may select a map, report, or scorecard to be automatically displayed as your Home pagewhen you log on. You can also select the default view pane.

➤ To customize your Home Page:

1 From the Performance Scorecard main menu, select File > Preferences.

The Preference page is displayed.

2 Select Home Page.

3 Select one of the following objects to display as your Home Page:

● Select My Information to display your personal scorecard.

● Select a scorecard from the list of available Scorecards.

● Select a Report. All the strategy trees, strategy maps and accountability maps that you canaccess are available.

Note:

You can only select one item for display. For example, if the default My Information isselected, when you select another item, such as an individual Strategy tree, My Informationis automatically deselected.

4 From Default View Pane, select the view to be displayed as the default tab in the View Pane:

● Browser View

● My View

● Object View

5 Click Save.

The next time you log on to the application, your Home Page will reflect the selections that youmade.

Setting Home Page Preferences 35

Setting the User Interface PreferencesFrom the User Interface tab, you can select display options for your user interface:

● Home Menu links

● Browser Controls

● UI Theme

● Date Formats

● Offset Reporting Date

● Measure Confidence Indicator

➤ To select User Interface preferences:



2 Optional for Designers Only: Select the level of Preference you are setting — Personal preferences or system-wide. See “Setting Home Page Preferences” on page 35.

3 Select User Interface.

4 Optional: Select View Panel links are “sticky.”

Set this option to record the links in the View Panel that you previously visited, and return tothat tab by default:

● Employees

● Measures

● Accountability elements

● Strategy elements

The last work area you visit is only remembered for your current session. If you log out andlog back onto Performance Scorecard, the links will initially access the default location.

5 Optional: Select Show Browser Controls in Main Window to display the Web Browser controls in the mainwindow of the application when you log on.

Note:

If you select this option, the Browser Controls are not displayed the first time you log in becauseyour preference settings cannot be read until after you log in.

6 Optional: From Select UI Theme, select a UI theme to enhance the contrast and visibility of text displayedon your screen. There are currently two options available. Select Hyperion (Alternate) for the enhancedcontrast display.

7 Optional: Under Date Format (Short), enter the format in which you want to display a shorter version of thedate in the application, for example, in report headers.

For example, you could enter yy MMM dd, which would display 05 Feb 26. To turn this displayaround, enter MMM dd yy to display the date more conventionally as Feb 26 2005. If this text


box is left blank, the default format for your locale is used. Click Date Format Help to view ahelp window that shows the available variables to create your format.

8 Optional: Under Date Format (Long), enter the full format in which you want to display dates in yourapplication, for example, the dates on the Measure Trending table. Click Date Format Help to view a helpwindow that shows the available variables to create your format. If this text box is left blank, the defaultPerformance Scorecardformat is used. Click Date Format Help to view a help window that shows the availablevariables to create your format.

9 Optional: Click Disable day selection in calendar to hide the bottom of the date selection calendar soindividual dates cannot be selected.

If this option is selected, only the month and year may be specified. By default, the calendar willalways use the first day of the chosen month. Clear the check box to restore the calendar dayselection function. To display any text in dates in upper case only (for example, 26 FEB 05), clickDisplay dates in all upper case.

10 Optional: For the Reporting Date selected at logon, select the date offset from the current date from Numberof Months to Offset Reporting Date from Current Date at Log On.

By default, the Reporting Date is the current day; however, you can offset date by a selectednumber of months (from 0 to -12).

For example, if you choose a value of -1, the reporting date is set to one month before the currentdate. This option only affects the date shown in the header immediately after login. No otherdates are affected.

11 Optional: Select Display Measure Confidence to display a status indicator for dimensional and compositemeasures to track the status of uncollected results in the View pane. The indicator is displayed beside eachmeasure on My View and Browser View. Select your display preference to Display as fraction, or Display aspercent. See “Measure Data Confidence Indicator” on page 43.

12 Click Save.

Changing PasswordsFollow these steps to change the password you use to log on to Performance Scorecard. Thepassword change option is only available if you are using Basic JDBC authentication.

Note:

If your administrator has configured Performance Scorecard for external authentication in orderto use your organization’s authentication repository, you cannot modify your PerformanceScorecard password.

➤ To change your password:



2 Select Password Change.

Changing Passwords 37

3 In Old Password, enter your current password.

4 In New Password and Confirm new password, enter the new password.

5 Click Save.

When you log on to Performance Scorecard the next time, use the new password.

Displaying the MastheadYou can toggle to show or hide the masthead.

➤ To set your masthead display preference:

1 From the Performance Scorecard main menu, select View > Masthead.

If the selection is checked, the masthead is displayed.

2 Select View > Masthead again to remove the checkmark, and hide the masthead.

Note:

Click Maximize at the far right side of the task bar to maximize the screen area bysimultaneously hiding or showing both the masthead and View pane.

Displaying the View PaneYou can toggle to show or hide the View pane.

➤ To set your View pane display preference:

1 From the Performance Scorecard main menu, select View > View Pane.

If the selection is checked, the View Pane is displayed.

2 Select View > View Pane again to remove the checkmark, and hide the View Pane.

Note:

Click the Maximize icon at the far right side of the task bar to maximize the screen area bysimultaneously hiding or showing both the masthead and View pane.

Setting Your FavoritesThe Favorites setting from the main menu offers the choice to bookmark pages that you referencefrequently within Performance Scorecard, such as a specific report. You can also enter the URLfor a Web page from outside of Performance Scorecard, such as a corporate Web page or browser,to display on your Favorites list.


The Favorites list can be edited to sequence entries in the best way for your requirements. Youcan also edit the Name and URL of the selected Web page, or delete an item from the list.

See:

● To set a Favorites page:

● To edit a Favorites page:

● To delete a Favorites page:

➤ To set a Favorites page:

1 Log on to Performance Scorecard.

2 Navigate to the Web page that you want to add to the Favorites list.

3 From the Performance Scorecard main menu, select Favorites > Add Current Page..

The Add Favorites dialog box is displayed, showing the Name and URL of the Web page you arecurrently viewing.

4 Click OK.

5 From the Performance Scorecard main menu, select Favorites.

The name of the newly bookmarked Web page is displayed at the end of the list of currentFavorites, and can be selected from the Favorites menu to display the page.

To bookmark a Web page from outside of Performance Scorecard, such as a corporate homepage, replace the currently displayed information with the Name and URL of that page.

The selected Web page is added to the list of favorites.

➤ To edit a Favorites page:

1 From the Performance Scorecard main menu, select Favorites > Edit Favorites.

The Edit Favorites dialog box is displayed

2 Select the favorite that you want to modify, then click Edit.

The Modify Favorite dialog box is displayed, showing the Name and URL of the Web page youwant to modify. For example, http://<computer >:<port>/ HPSWebReports/action/showHomePage

3 Modify the name or URL of the selected Web page to display the correct information for the page you wantto bookmark.

4 Click OK.

The Edit Favorites dialog box is displayed, showing the corrected Name and URL of the Webpage you have bookmarked.

5 Optional: On Edit Favorites, select the new favorite item, and click Move Up or Move Down to reposition thefavorite on the list.

6 Click Close.

The modified entries are displayed on the Favorites list.

Setting Your Favorites 39

➤ To delete a Favorites page:

1 From the Performance Scorecard main menu, select Favorites > Edit Favorites.

The Edit Favorites dialog box is displayed.

2 Select the favorite that you want to remove, then click Delete.

A confirmation message is displayed.

3 Click OK.

The Edit Favorites dialog box is displayed, and the Web page has been removed from the list offavorites.

4 Click Close.

The deleted item is no longer available on the Favorites list.


4Using Performance Scorecard

Reports

In This Chapter

About the Reports.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Measure Data Confidence Indicator.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

About the Composite View ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Using the Measure Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Setting Measure Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Results and Targets Tab ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Identifying Measure Use... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Working With Notes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Using the Scorecard Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Using the Employee Profile Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Using the Active Alerts Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Using the Result Collection Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Using the Initiative Status Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Using the Strategy Map Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Customizing Reports .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Exporting Reports to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Copying and Pasting Data... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

This chapter describes the Performance Scorecard Reports. Most of these reports can be exportedto Microsoft Excel.

About the ReportsThe following table provides a high-level overview of each Performance Scorecard report.

Table 4 Performance Scorecard Reports

Report Description

Measure Performance Lists each measure in an application that you have permission to view and provides thecurrent status and score for each measure.

Click a measure on the report to access the Detail Report that provides the following typesof information:

About the Reports 41

Report Description

● The measure’s trend data: View and graph measure results and targets collected duringa time period that you specify

● The initiatives, employees, and other business objects associated with the measure

● Any notes and discussion threads attached to the measure

See “Using the Measure Performance Report” on page 45.

Scorecard Performance Provides a list of all the scorecards which you are authorized to view and displays theircurrent status and score.

Click each scorecard to launch the Scorecard Report that displays the following information:

● The result and weighting of its measures

● Historic scorecard scores: View and graph scores achieved for a scorecard during a timeperiod you specify

● The initiatives associated with the scorecard

● Any notes attached to a scorecard

See “Using the Scorecard Performance Report ” on page 55.

Employee Profiles Lists the employees in an application to which you have access and displays informationsuch as their name, employee number, manager, department, and current status.

Click each employee to access the Scorecard Report that displays the following information:

● The employee’s business and personal contact information

● The employee’s current and past scorecard scores

● The strategy and accountability elements with which the employee is associated, or forwhich they are responsible

See “Using the Employee Profile Report” on page 63.

Active Alerts Lists all active alerts to which you are subscribed. The alert is displayed because the triggercriteria have been met.

Use the Active Alerts Report to quickly identify the business objects in alert that you mustinvestigate. See “Using the Active Alerts Report” on page 68.

Result Collection Provides details on result collection, as follows:

● Enter uncollected results for measures for which you are the Result Collector

● Modify results for measures for which you are the Result Collector

● Enter results for variables for which you are the Result Collector

● Modify variable results

See “Using the Result Collection Report ” on page 69.

Initiative Report Lists the initiatives in an application to which you have access.

You can click an initiative to modify the initiative, or update the initiative to indicate theprogress towards completing the initiative.

See “Using the Initiative Status Report ” on page 69.

Strategy Displays information about Strategy Maps to which you have access:

● Strategy objective

● Measure

42 Using Performance Scorecard Reports

Report Description

● Measure Target

● Initiative

● Initiative Owner

See“Using the Strategy Map Report” on page 70

Custom Lists links to any custom links created by an application designer.

You can customize the information that is shown by default on each report by clicking theCustomize link at the top right of each page and referring to “Customizing Reports” on page71.

Measure Data Confidence IndicatorThe Measure Data Confidence indicator displays the proportion of measures for a dimensionalor composite measure for which results have actually been collected. The value is expressed asa fraction or percentage.

The value is calculated based on the percentage of the children of the measure which have acollected value. For example, if a dimensional measure has three children, and only one has acollected result, the confidence value is 1/3 or 33%.

If a secondary measure also has children, the confidence of the top level measure is the percentageof the lowest level children which have a collected value.

In the example shown in the following diagram, the data confidence is calculated separately foreach Secondary Measure. Secondary Measure A only has one child, which has been collected,creating a confidence level of 1/1 or 100%. Secondary Measure B has three children and a resulthas been collected for only one, creating a confidence level of 1/3 or 33%. These results are rolledup to the Primary Measure: Secondary Measure A is collected, and Secondary Measure B is notcollected, creating a confidence level of 2/4 or 50% for Primary Measure.

Measure Data Confidence Indicator 43

Note:

If a result for a dimensional or composite measure is entered manually, the data collection statusof any children for that measure is ignored, and the measure is considered 100% or 1/1 inconfidence.

The indicator may be set using these methods:

● Select File > Preference to display the indicator beside each dimensional or compositemeasure in the Browser or My View pane. See “Setting the User Interface Preferences” onpage 36.

● On the Measure Performance Report, click Customize and select the option to display theindicator column on the report. See “Customizing the Measure Performance Report” onpage 72.

● On the Scorecard Report, click Customize and select the option to display the indicatorcolumn on the report. See “Customizing Reports” on page 71.

You may select one, both or no indicators for display.


About the Composite ViewThe Composite View is available to all users on the Scorecard report as a customized feature,and provides a split screen view of any employee or map scorecard, and its key associatedscorecard data, including annotations, Trend Tables, Charts, and initiatives.

The display layout can be customized to show the scorecard elements that are important to youor your organization. Depending on the settings in your Preferences, only some of the framesmay be visible. To customize your Composite View, refer to “Customizing the Composite View”on page 23.


1 Open any employee or map scorecard.

2 Right-click a measure, then select Composite View.

The screen splits to display the composite view that has been created. See “Composite View” onpage 18 for details on setting up the composite view.

Using the Measure Performance ReportThe Measure Performance Report displays the current status and score of each measure in anapplication to which you have access. See:

● “Assumed Nonexistent Values” on page 45

● “Opening the Measure Performance Report” on page 45

● “Accessing the Measure Details Report” on page 46

Assumed Nonexistent ValuesWhen a measure does not have target values or has not collected result values, a value of noresult (non-existent) is assumed and, by default, a double dash (--) is used on the ScorecardPerformance Report, Measure Performance Report, and measure Scorecard Reports.Nonexistent values may also exist if a measure’s result formula includes dividing by zero (0).

The Application designer can specify how nonexistent, uncollected measure results are handledas described in the Hyperion Performance Scorecard — System 9 Application Designer’s Guide.

Opening the Measure Performance ReportThis section describes how to access the Measure Performance Report for a high-level overviewof how each measure to which you have access is performing.

➤ To access the Measure Performance Report:


About the Composite View 45

2 From the main menu, select Reports > Measure Performance.

The Measure Performance Report is displayed.

By default, all measures are grouped according to their perspective. The following informationis provided for each measure:

● Whether any notes are attached to a measure

● Current status of each measure

● Current score of each measure, expressed as a percentage

3 To modify the information shown by default on the report, click Customize and refer to “Customizing theMeasure Performance Report” on page 72.

4 To view detailed information about each measure, such as historic result and score data, its targets, and theemployees with which it is associated, click the measure to access its Scorecard Report as described in“Accessing the Measure Details Report” on page 46.

Accessing the Measure Details ReportThis section describes to access information about a measure on the Measure Details Report,and perform these tasks:

● Graph historic measure results

● Enter measure results

● Specify measure targets

● Create initiatives for the measure

● View results

You can access the Measure Details report from these locations:

● Measure Performance Report

● Browser View or My View

● Any other report

➤ To access the Measure Details Report:


2 Click the measure for which you want to view details in one of the following locations:

● Measure Performance Report

● Browser View pane, or My View pane

● Any other report

The Details Report for the selected measure opens on the Trending Table tab, showing score,status, and result values by date for the measure.

3 To view measure data that was previously collected, perform these steps:

a. Scroll to the right to display the From and To date fields.


b. Click the calendar to display the Date Selector.

c. Select the date for which you want to view the measure information, then click OK.

The measure data for the selected time period is displayed.

4 To modify the data shown in the report, perform these steps.

a. Click Customize.

The Measure Trending Customization dialog box is displayed. It lists the availableinformation for report columns and targets.

b. Optional: Select Set System Defaults if you want to set the default report information forall users.

c. Select the check boxes on the filter options that represent the measure data you want todisplay on the tab.

d. Clear the check boxes that represent data you do not want to display.

e. Click Preview to see how the modified table looks. You can add or remove displayinformation as required.

f. Click Save to immediately apply the customizations.

5 Select the tabs described in the following table to access other types of measure data.

Table 5 Measure Data Tabs

Option Description

General View basic information about the measure:

● Current status

● Score

● Trend: indicates how the measure Current Performance compares to that of thetrending period

See “Accessing General Measure Data” on page 48.

Charts Graph the score, result, and target values for the measure. See “Customizing the ChartTab of the Measure Details Report” on page 49.

Initiative View, create, or update initiatives attached to the measure. See “Creating Initiatives”on page 88.

Results Enter or modify measure or variable results. See “Entering Results” on page 50 or

You can view Results and Targets on a single tab. See “Results and Targets Tab” onpage 54

Note: This tab is only editable if you are the Result Collector for the measure.

Targets Enter a different target value for the measure or create a different target to be used bythe measure over a period of time. See “Setting Measure Targets ” on page 53.

Note: This tab is only editable if you are the Target Setter for the measure.

Part Of View the strategy elements, accountability elements, other measures, and scorecardsthat use this measure. See “Identifying Measure Use” on page 55.

Using the Measure Performance Report 47

Option Description

Notes Read, reply or add a note for the measure. See “Using Notes and Annotations” on page97.

Annotations and Initiatives

(If available)

View and edit annotations for a selected measure or scorecard for a selected reportingperiod on a single page.

View a list of initiatives displayed on the same page, so you can view their current status.

By default, this option is restricted. Contact your Administrator for access. See “UsingNotes and Annotations” on page 97.

Accessing General Measure DataThe General tab of a Measure Details report is used to view basic measure data. For example, toview the perspectives to which a measure is aligned and the employees associated with a measurewho act as Target Setters or Result Collectors.

➤ To access general measure data:


2 From the Viewer or any report, click the measure for which you want to view the General tab.

The Details Report for the selected measure is displayed.

3 Select the General tab.

The General tab displays the following information about the measure:

● The measure’s current status, score, and trend are shown in the title bar. The trend symbolindicates how the measure current performance compares to that of a previous period

● Brief description of the measure

● The primary and secondary perspectives to which the measure is assigned

● The measure’s start date

● The employees associated with the measure, such as the Owner, Result Collector and TargetSetter

● Any report link

● The measure’s result, score, and target formulas

● The unit that quantifies the measure, such as dollars or hours

● How often the measure’s data is collected (frequency)

● The data source, meaning of larger numbers, and PTD information

● The performance indicators and ranges used to flag the measure’s performance

4 To read notes attached to the measure, click the notes icon . See “Working With Notes” on page 55.

5 To graph the measure’s score, result, and target data, click the Charts tab. See “Customizing the Chart Tabof the Measure Details Report” on page 49.

6 To view and compare previously collected measure result and score data, click the Trending Table tab.


Customizing the Chart Tab of the Measure Details ReportBy default, the Chart tab of the Details Report for a selected measure plots the result and targetvalues on a line graph. You can customize the graph by adding or removing information fromthe graph, and representing data in different graphical formats.

➤ To customize the Chart tab of the Measure Details Report:


2 From the Viewer or any report, click the measure for which you want to view the General tab.

The Details Report for the selected measure opens on the Trending Table tab.

3 Select the Chart tab.

The result and target values for the selected measure are plotted in a line and bar graph.

The red line represents the measure’s targets over time. The blue line represents the measureresults collected over time, and the yellow line represents any benchmark values.

4 To specify a different time period for which you want to plot the measure’s results and targets, perform thesesteps:

a. Under the From and To date fields, click the calendar icon to display the Date Selector.

b. Select the date for which you want to view the measure date, then click OK.

c. The measure data for the selected time period is displayed.

5 Optional: Click Customize to modify how measure data is displayed on this tab.

The Measure Trend Chart Customization pane is displayed.

6 Customize the report using these options:

a. Optional: For Application Designer Only: Select Set System Defaults and click Save toglobally apply any customizations.

b. Optional: Select Display legend on chart check box to show the legend on the chart.

c. Optional: Select Display uncollected results in the chart to display results that are available,but have not yet been collected.

d. Optional: Select Scale y-axis automatically to apply the scale to the y-axis to provide arealistic perspective.

e. Under Measure Properties Shown, select the check boxes for all columns or data you wantto include on the chart. Clear the check boxes for columns or data you do not want todisplay on the chart.

f. Under Color, select a color for each measure property. This color is used on the charts toidentify the measure property. For example, results may be green, and targets may be setto red. To change the color, double-click the color box, then select a color from the paletteor set the HSL or RGB values, then click OK.

g. Under Targets Shown, click to select a color to represent the selected target on the chart.

To graph one or multiple targets, select Target in the Measure Properties Shown columnand then the checkbox for each target in the Target Shown column.


h. Under Chart Types, select the types of charts you want to use to plot data. You can selectone or more to display a line graph, bar graph or combination (Combo) of the two types.

i. Click Preview to view the report based on your customizations.

j. Click Save to apply your customizations immediately to the report.

Entering or Modifying Measure ResultsIf you are the Result Collector for a measure, you can use the following reports to enter, change,or delete measure result values:

● Results tab of the measure’s Detail Report

● Result Collection Report from which you drill-down on the measure for which you want tospecify result data

See:

● “Entering Results” on page 50

● “Modifying Results” on page 52

● “Deleting Results” on page 52

Entering ResultsThis section describes how to enter result values for measures for which you are the ResultCollector.

Note:

You cannot specify measure result or target data on a date that occurs before the measure’s startdate.

➤ To enter uncollected results:

1 In the Browser View, expand Measure to display the measures to which you have access.

2 Click the measure for which you want to enter result values.



Figure 5

3 Select Results.

This information is displayed:

● Dates for which result values are missing are indicated in green.

● The Result Date column displays the dates generated by the measure’s result frequency.These are the dates an application designer assigned to use in reports.

● Because measure results may not exist or be available on the Result Collection dates, theCollection Date column lists the dates by which, unless a collection extension is given, resultvalues must be entered for the measure.

These collection dates are cut-off dates by which result values must be entered. Typically,application designers allow some time to exist between a measure’s result and collectiondate so that result collectors have more time to enter results. If required, a collectionextension can be entered to extend this leeway. .

● For Results Collectors only, the result values are displayed in editable text boxes. These valuesare grayed out if you are not the Result Collector for this measure.

Optional: The measure locked symbol indicates that the collection period during whichyou can enter or change results for the measure has expired. When the measure is lockedfor data entry, both the expected collection date generated by the measure’s collectionfrequency and the additional number of days during which results can be entered specifiedby the measure’s collection extension have elapsed. As a result, you cannot enter result dataunless an Administrator unlocks it by modifying your user account permissions.

Application designers can also apply global, application-wide preferences that may result inmeasures being locked for result entry.

4 To view previously collected measure results, perform these steps:

a. Under From and To dates, click the calendar to display the Date Selector.

b. Select the date for which you want to view the measure date, then click OK.

The measure data for the selected time period is displayed.

5 To add a new Result or Collection Date, click Insert New Date. Select the new date from the Date Selector,then click OK.

6 Enter the result value in the empty text box.


7 Click Save.

Modifying ResultsThis section explains how to change existing measure result values for which you are the ResultCollector.

➤ To modify measure result values:


2 In the Browser View, click the measure for which you want to modify result values.

The selected Details Report is displayed.

3 Select Results.

4 Select the result value that you want to edit.

5 Click Delete to remove the value that you want to change, and enter the new value.

6 Click Save.

Deleting ResultsThis section describes how to delete measure result values.

➤ To delete a measure result:


2 From the Viewer, click the measure for which you want to delete result values.


3 Select Results.

4 Select the result you want to delete, and click Delete.

If you deleted a measure result that was gathered on the scheduled collection date, as specifiedby the measure’s frequency, the value changes to a double dash (--) and is removed from thedatabase; however, the collection date is still displayed in the Result Collection page.

If you deleted a measure result that was not collected on a scheduled collection day (by clickingInsert New Date) the entire entry disappears.

Note:

You cannot leave the result value blank. The assigned no-value setting must be entered. Bydefault, this is usually a double dash (--), but the value may be modified by an applicationdesigner. For information on how you can change no-value results, see the Hyperion PerformanceScorecard — System 9 Application Designer’s Guide.

5 Click Save.


For information about how a measure’s frequency is defined, refer to the Hyperion PerformanceScorecard — System 9 Application Designer’s Guide.

Setting Measure Targets If you are the Target Setter for a measure, follow the steps in this section to define or modify atarget value for a measure.

➤ To specify measure target values:


2 From the Viewer or any report, click the measure for which you want to set a target value. The Details Reportfor the selected measure is displayed.

3 On the Details Report, select Targets.

The Targets tab lists the most recent targets specified for the measure. Multiple targets may beshown if they have been created by the measure’s Target Setter.

To view the targets previously specified for the measure, click the calendar beside From and Toand select the date.

4 Click Insert New Date to add a row to the table.

The Date Selector is displayed.

5 Select the date on which the new target is to be applied, then click OK.

6 In Target, enter the new target value.

7 Click Save.

On the date you specified and in the future, the measure will use the new target value. The targetchanges color after your changes are saved.

➤ To modify measure targets:


2 From the Viewer or any report, click the measure for which you want to modify the target value.


3 Select Targets.

Setting Measure Targets 53

The Targets tab lists the most recent targets specified for the measure. Multiple measures maybe shown if numerous targets have been created by the measure’s Target Setter.

To view the targets previously specified for the measure, click the calendar beside From and Toand select the date.

4 In Target, highlight the value, then enter the new target value.

5 Click Save.

From the date you specified forward, the measure uses the modified target value.

➤ To delete measure targets:


2 From the Viewer or any report, click the measure for which you want to modify the target value.


3 Select Targets.

The Targets tab lists the most recent targets specified for the measure. Multiple measures maybe shown if numerous targets have been created by the measure’s Target Setter.

4 Highlight the measure target to be deleted, and enter - - (two dashes) to indicate no-value.

If you have designer permissions, you can change how no-value results are used on theApplication Preferences page.

If you delete multiple targets, the date disappears after all the target values for a date are set tono value (--). If any one of them still has a value, the date displays.

5 Click Save.

Results and Targets TabThe Results and Targets tab offers a combination view of both results and targets for an object.This tab provides the same information that is displayed separately on the Results and Targetstabs.

Depending on access settings, you may have all, or some of these tabs available. Access iscontrolled by the Administrator who assigns or restricts access under the Web page restrictions.By default, the Results and Targets tab is restricted, so contact your Administrator to obtainaccess.

The following information is available for each measure:

● Result date for the measure and target results.

● Collection date on which measure or target results are to be collected

● Result (calculated) is displayed for results that are calculated using a formula

● Result (entered) is displayed for measure results that are manually entered

● Target (calculated) is displayed for targets that are calculated using a formula


● Target (entered) is displayed for targets that are manually entered

See:

● “Entering or Modifying Measure Results” on page 50

● “Setting Measure Targets ” on page 53

Identifying Measure UseThis section explains how to use the Part Of tab to view the strategy elements, accountabilityelements, measures, and scorecards with measures are associated.

➤ To access measure usage information:


2 From the Viewer or any report, click the measure for which you want to identify associated strategy oraccountability elements, measures and scorecards.

The selected Details Report is displayed.

3 Select Part Of.

The Part Of tab lists the business objects with which the measure is associated or used.

4 Click each object on the Part Of tab to access its details. For example, if a measure is used on a scorecard,click the scorecard to launch its Details Report.

Working With NotesUse the Notes tab of a measure’s Details Report to read and reply to notes that exist for themeasure. You can also use this tab to create and post a note for the measure.

➤ To create and view notes attached to a measure:


2 From the Viewer or any report, click the measure for which you want to create or view a note.

The Details Report is displayed.

3 Select Notes.

The Note tab lists notes associated with the selected measure.

4 Create, view or delete notes. See “Using Notes and Annotations” on page 97.

Using the Scorecard Performance Report The Scorecard Performance Report identifies the following information for each scorecard inan application to which you have access:

Identifying Measure Use 55

● Whether notes are attached to the scorecard

● Current status (as a symbol)

● Current score

The report groups all scorecards you can view by type. For example, employee scorecards arelisted in the Employee Scorecards section. Scorecards for strategy and accountability elementsare grouped according to the strategy tree or accountability map on which their elements areused.

See:

● “Opening the Scorecard Performance Report ” on page 56

● “Accessing the Scorecard Report” on page 56

Opening the Scorecard Performance Report This section explains how to launch the Scorecard Performance Report.

➤ To open the Scorecard Performance Report:


2 From the main menu, select Reports > Scorecard Performance.

The Scorecard Performance report is displayed.

3 Optional: Click Customize to modify how the report information is displayed. See “Customizing the ScorecardPerformance Report ” on page 73.

4 Click the employee, strategy element, or accountability element scorecard whose details you want to view,as described in “Accessing the Scorecard Report” on page 56.

Accessing the Scorecard ReportThe Scorecard Report is used to perform these tasks:

● Access general information about the scorecard such as its Owner, Members, parent, andscoring range.


● Graph and view scorecard data in a variety of formats

● View historic results for the scorecard for a defined period of time

● Create or modify the initiatives assigned to a scorecard

● View notes attached to the scorecard

➤ To open Scorecard Reports:

1 Log on to Performance Scorecard .

2 From the View pane or any report, click the scorecard that you want to open.

The Scorecard Report is displayed on the Scorecard tab, showing the following information:

● Current status, name, current score (expressed as a percentage) and trend. This informationis displayed at the top of the tab.

● A list of each measure and scorecard used on the scorecard, grouped by perspective.

● Details about each scorecard measure:

❍ Measure name and perspective

❍ Status and score. The score is the measure’s result in relation to its place on a scorecard.

❍ Result and weighting. The result value is the raw, numeric result value the measurecollected. The weighting is how much the measure’s score value is worth in relation toan overall scorecard score, for the specific scorecard. If a measure result value isunderlined it means that a result has not been collected or updated for the current period.Click the value to navigate to the Result Collection tab to enter a result if you are themeasure’s Result Collector.

❍ Target value(s). The target is the anticipated measure result; the result value the measurewas meant to achieve. You can view as many targets created for the measure as areavailable.

❍ Data Confidence, if selected, to show the fraction or percentage of collected results.

❍ Units assigned to the selected measure.

3 To view detailed data about each scorecard measure, click each measure to view its Measure Detail pages,as described in “Accessing the Measure Details Report” on page 46.

4 Optional: Click Customize to modify how the report information is displayed.

5 From the Scorecard Report, select the following tabs to view additional scorecard information:

Table 6 Scorecard Report Tabs

Tab Description

Scorecard Click to access general information about the scorecard such as its Owner, Members, Parent, andscorecard scoring range. See “Accessing General Scorecard Information ” on page 58.

Chart Click to graph and view the scorecard data in a variety of formats. See “Graphing Scorecard Data”on page 59.

Using the Scorecard Performance Report 57

Tab Description

Trending Table Click to view historic scorecard result data and refer to “Viewing Historic Scorecard Trend Data” onpage 62.

Initiative Click to view, create, or update initiatives assigned to the scorecard. See “Creating Initiatives” onpage 88.

Results Select to display the result date, collection date and value for the selected measure.

Targets Select to display the target start date, the target value and the benchmark value.

Part Of Select to view the type and the measure to which the scorecard is attached. If you click the Name,you can view the Details Report for the measure.

Notes Select Notes to perform the following tasks:

● Read notes created for the scorecard

● Post a new note

● Reply to a note

For information about working with notes attached to a scorecard, see “Using Notes and Annotations”on page 97.

Accessing General Scorecard Information The General Tab on the Details Report for the selected scorecard provides general informationabout the employee, strategy element, accountability team or strategy map.

You can view the Details Report for any of these scorecard types:

● Employee

● Strategy Trees

● Accountability Maps

● Strategy Maps

➤ To access general scorecard information:

1 From the Viewer or any report, click the scorecard that you want to open.

The Details Report for the selected scorecard is displayed on the Scorecard tab.

2 From the Details Report, select General.

The general information for the selected scorecard is displayed. Depending on the element towhich the scorecard is attached, the information on the Scorecard Report varies as follows:

Table 7 Scorecard Data

Type Information Shown

Employee ● First name, last name, and employee number

● Title and Department Manager


Type Information Shown

● Contact information, including E-mail address, telephone numbers, and home andbusiness addresses

● Photo of the employee, if available

Strategy Tree Element ● The parent of the strategy element. This is the strategy or accountability elementthat is displayed above the element whose scorecard you are viewing on a Strategytree.

● The employees who own the strategy element

● The accountability element that is responsible for the strategy element

● The ranges and performance indicators used in the scorecard to flag theperformance of the Strategy element

Accountability Map Element ● The parent of the element team whose details you are viewing. This is the elementthat is displayed above the element in a map

● The mission and vision statements for the element

● The Owners and Members of the element

● Other business objects for which the element is responsible

● The ranges and performance indicators used to visually gauge scorecardperformance

Strategy Map Element ● The parent of the element team whose details you are viewing. This is the elementthat is displayed above the element in a map.

● Name and description of the element

● Owners of the element

● The title, name and parent of the accountability elements

● The ranges and performance indicators used to visually gauge scorecardperformance

See:

● “Graphing Scorecard Data” on page 59

● “Working With Notes” on page 63

● “Opening the Employee Profile Report” on page 64

Graphing Scorecard DataThis section describes how to graph scorecard data over a selected time period.


Figure 6 Scorecard Report: Charts Tab

1 Scoring dashboard: Displays the overall performance of the scorecard . Also displays the performance ofperspectives on the scorecard, indicating how they contribute to the overall scorecard score.

2 Perspective graph: Displays the raw and weighted score of each perspective on the scorecard.

3 Trend graph: Displays the scorecard’s score over time.

➤ To graph scorecard data:

1 From the Viewer or any report, click the scorecard that you want to view.


2 From the Details Report, select Chart.

By default, scorecard data is displayed in these formats:

● Scoring Dashboard

● Scorecard Perspective Scores bar graph

● Scorecard Line graph

Note:

The default scorecard data is displayed; however, your dashboard reflects any customizedoptions you have included, such as Scorecard Radar, and so on.

3 Optional: Click Customize to select the scorecard data to be graphed, and the graph type.

The Scorecard Chart Customization area is displayed. The Target check box is the static targetsetting used on all graphs.

4 Click or clear the check boxes to select settings to customize your dashboard:


Filter Description

Set System Defaults Set the default chart display for all users of the application.

Display Legends Display the legend for each graph and chart used on this tab.

Short Perspective Names Display the short form of a perspective name, if available.

Scale y-axis automatically Apply the scale to the y-axis to provide a realistic perspective.

Layout multiple charts in rows Arrange charts in horizontal rows.

Layout multiple charts in columns Arrange charts in vertical columns.

Dial View the scorecard on the scoring dashboard.

Perspective View the scores of each perspective used on the scorecard in a bar graph format.

If you want to graph both the raw and weighted measure scores, select ShowWeighted Scores and Show Scores.

Trend (line) Display the score for the scorecard for a selected time period.

Trend (bar) View the score for the scorecard in the past six months in a bar graph.

Scorecard Radar Display a radar chart of all your scorecard measures’s performance.

Perspective Chart Settings

Show Scores Select this option with Perspectives to view the raw scores of each perspectiveused on the scorecard in a bar graph format.

Show Weighted Scores Select this option with Perspectives to view the weighted scores of eachperspective used on the scorecard in a bar graph format.

Result Select this option with Scorecard Radar to radar chart of all your scorecardmeasure results.

Target Select this option with Scorecard Radar to display a radar chart of all yourscorecard measure target values for the currently selected target.

Normalize Results to 100 Select this option with Scorecard Radar to scale all of the scorecard measuresso that they fit on the scorecard measure radar graph. This option adjusts eachscorecard measure’s target and scales each measure’s result accordingly.

Comparators: Targets Select to display target results on all chart selections. These are not based onthe target you select.

Click the color box to select a color to represent the target value on the chart.

Colors Select a color for each setting and perspective to represent those values on thechart.

5 Click Preview to view the report based on your customizations.

6 Click Save to apply your customizations immediately to the report.


Viewing Historic Scorecard Trend DataThis section explains how to view the scorecard’s past performance in tabular format by viewingscorecard scores over a given period of time.

➤ To access the trend data for a scorecard:


2 From the Viewer or any report, click the scorecard that you want to view.


3 From the Details Report, select Trending Table.

The list of measures is displayed in the left column of the report, grouped by perspective. Foreach measure, the report contains this information about the measure

● Result

● Target

● Score (%)

● Status, showing the performance indicator

● Trend for the period

Use the scroll bar to view additional dates.

● The date on which scorecard measure results were collected

● The status of each scorecard measure

● The score (as a percentage) of each measure on the scorecard

4 Optional: Click the calendar by From and To to select a different period of time for which you want to viewthe scorecard’s scores and status.

5 Optional: Click Customize to select information to be displayed on the Trending Table.

The Scorecard Trending Customize is displayed.

6 Optional: For Application Designers only, click Set System Defaults to apply these customized settings forall users of the application.

7 Click or clear the check boxes to select settings to customize your dashboard:

● Group Measure by Perspective

● Result

● Target

● Score (%)

● Show Status as Background Color

● Status

● Trend


Working With NotesUse the Notes tab to read and reply to any notes other users have created for a scorecard. Youcan also use this tab to create and post a new note.

➤ To create or view notes attached to the scorecard:


2 From the Viewer or any report, click the scorecard to which you want to attach a note.

3 Select Notes on the scorecard’s Details Report.

4 Refer to “Using Notes and Annotations” on page 97.

Using the Employee Profile ReportThe Employee Profile Report provides contact, business, and scorecard information about eachemployee in an application. It also describes how to access the Details Report for an employeeby drilling down from the Employee Profile Report. See:

● “Opening the Employee Profile Report” on page 64

● “Accessing Employee Scorecards” on page 65

● “Viewing Employee Responsibilities” on page 65

● “Graphing Employee Scorecard Data ” on page 66

● “Accessing Trending Tables” on page 68

You can only access the Employee Profile report if you have permission to view the scorecardfor the employee.

Note:

The user account with which an employee is associated is not displayed on the Employee Profilereport.

Table 8 Employee Details Report Tabs

Tab Description

General View details regarding the employee’s name, contact information, manager, and performanceindicators. See “Accessing Employee Scorecards” on page 65.

Accountability View the strategy elements, accountability elements, measures, and initiatives for which theemployee is responsible. See “Viewing Employee Responsibilities” on page 65.

Scorecard View information regarding the associated measures, and their current performance. See “AccessingEmployee Scorecards” on page 65.

Chart Graph employee scorecard data in a variety of formats. See “Graphing Employee Scorecard Data ”on page 66

Using the Employee Profile Report 63

Tab Description

Trending Table Access historic employee scorecard data. See “Accessing Trending Tables” on page 68.

Opening the Employee Profile Report

➤ To open the Employee Profile Report:


2 From the main menu, select Reports > Employee Profiles.

The selected Employee Profile Report is displayed.

The report identifies the number, title, E-mail address, department, manager, and scorecardstatus and trend for each employee.

3 To customize the information that is displayed by default, click Customize. For additional information, referto “Customizing the Employee Profile Report” on page 74.

4 Click the name of the employee profile that you want to view.

The employee profile provides the following employee data:

● Scorecard status and trend. This information is provided using symbols at the top of the tab.

● First name, last name, and employee number

● Business title, department, and manager

● Business and home contact information.

● Performance indicators and ranges used on the scorecard to flag the performance

5 Optional: Send an e-mail to the employee by clicking the employee’s e-mail address. A blank new E-mail isdisplayed for your message.

6 Optional: Open the employee profile for the employee’s manager by clicking the manager's name.

7 Click Accountability to display all the elements, measures and initiatives for which the selected employee isresponsible.

8 Optional: If you have permission to view a scorecard, click Scorecard to display the measures and scorecardswhich are attached to the selected scorecard. The scorecard displays the following information for eachmeasure:

● Notes attached to the measure, if available

● Current status indicator and result value

● Target value and unit of measure

● Current score and weight, expressed as percentages

9 Click Chart to display the current status of the selected measure, in the selected format. See“GraphingEmployee Scorecard Data ” on page 66.

10 Click Trending Table to display historic employee scorecard trend data to track employee progress over aselected time period. See “Accessing Trending Tables” on page 68.


Accessing Employee ScorecardsThis section explains how to access the scorecard for an employee. You can only see the scorecardif it belongs to an employee you manage. Refer to the Hyperion Performance Scorecard — System9 Application Designer’s Guide for information about creating a scorecard for an employee.

➤ To access an employee’s scorecard:




The report identifies the employee number, title, E-mail address, department, manager, andscorecard status and trend.

This tab provides the following scorecard data:

● Scorecard name and current score. This information is displayed at the top of the tab.

● List of each measure used on the scorecard, grouped by perspective.

● Details for each scorecard measure:

❍ Measure name and perspective

❍ Status and score

❍ Result and weighting

3 Click Notes to read notes attached to either the scorecard or the measures used on the scorecard. Forinformation about using notes, see “Using Notes and Annotations” on page 97.

4 Click Customize to modify the information shown by default on this tab, and refer to “Customizing theEmployee Profile Report” on page 74.

5 To view more information about each scorecard measure, click the measure and see “Accessing the MeasureDetails Report” on page 46.

Viewing Employee ResponsibilitiesYou can view the application business objects, such as measures, accountability elements, andinitiatives for which an employee is responsible, using the Accountability tab of the DetailsReport for the employee.

➤ To access the responsibilities:


2 From the Viewer, or the main menu, select Reports > Employee Profiles.


The report identifies the employee number, title, E-mail address, department, manager, andscorecard status and trend for each employee.


3 Click the name of the employee profile that you want to view to display the Details Report.

4 From the Details report, select Accountability.

All of the strategy elements, accountability elements, measures, and initiatives for which theemployee is responsible are displayed.

5 Click each strategy element, accountability element, or initiative to drill down into their details.

6 Click each measure to view its Details Report as described in “Accessing the Measure Details Report” onpage 46.

Graphing Employee Scorecard Data This section describes how to plot and graph employee scorecard data for a specified time period.

➤ To graph the scorecard data:


2 From the Viewer, or the main menu, select Reports > Employee Profiles.


The report identifies the employee number, title, E-mail address, department, manager, andscorecard status and trend for each employee.


4 From the Details Report, select Chart.

The scorecard data for the selected employee is displayed in a series of charts and graphs.

By default, scorecard data is displayed in three formats:

● Scoring Dashboard provides an immediate indication of how the employee is performing.It also provides the percentage of each perspective on the employee’s scorecard in relationto the total scorecard score.

● Scorecard Perspective Scores graph provides each perspective’s raw and weighted score ina bar graph format.

● Scorecard Line graph plots the scorecard’s score over a selected period of time.

5 Optional: Click Customize to select the data and the format of the chart you want to use. These options aredisplayed at the top of the tab.

6 From Scorecard Chart Customization, click or clear the check boxes to select the settings to customize yourdashboard:

Filter Description

Set System Defaults Set the default chart display for all users of the application.

Display Legends Display the legend for each graph and chart used on this tab.

Short Perspective Names Display the short form of a perspective name, if available.


Filter Description

Scale y-axis automatically Apply the scale to the y-axis to provide a realistic perspective.

Layout multiple charts in rows Arrange charts in horizontal rows.

Layout multiple charts in columns Arrange charts in vertical columns.

Chart Types

Dial View the scorecard on the scoring dashboard.

Perspective View the scores of each perspective used on the scorecard in a bar graph format.

If you want to graph both the raw and weighted measure scores, select ShowWeighted Scores and Show Scores.

Trend (line) Display the score achieved by the scorecard in the specified time period.

Trend (bar) View the score achieved by the scorecard in the past six months in a bar graph.

Scorecard Radar Display a radar chart of all your scorecard measures’s performance.

Perspective Chart Settings

Show Scores Select this option with Perspective to view the raw scores of each perspectiveused on the scorecard in a bar graph format.

Show Weighted Scores Select this option with Perspectives to view the weighted scores of eachperspective used on the scorecard in a bar graph format.

Radar Chart Settings

Result Select this option with Scorecard Radar to radar chart of all your scorecardmeasure results.

Target Select this option with Scorecard Radar to display a radar chart of all yourscorecard measure target values for the currently selected target.

Normalize Results to 100 Select this option with Scorecard Radar to scale all of the scorecard measuresso that they fit on the scorecard measure radar graph. This option adjusts eachscorecard measure’s target and scales each measure’s result accordingly.

Comparators: Targets Select this option with all chart selections to display target results. These are notbased on the target you selected from the Target list at the bottom of each page.Select a color to represent the target value on the chart.

Colors Select a color for each setting and perspective to represent those values on thechart.

7 Click Preview to view the report based on your customizations.

8 Click Save to apply your customizations immediately to the report.


Accessing Trending TablesUse the Trending Table tab to view historic employee scorecard trend data to track employeeprogress.

➤ To view the trend data for an employee scorecard:




The report identifies each employee’s number, title, E-mail address, department, manager, andscorecard status and trend.


4 From the Details Report, select Trending Table. The most recent status and score of the employee’s scorecardis listed.

5 Use From and To to select a different date range for which you want to view the employee’s scorecard statusand scores.

Using the Active Alerts ReportThe Active Alerts Report lists the alerts to which you are subscribed, that have been triggered,and are active.

Use the Active Alerts Report to identify those business objects that require investigation andaction to restore them to a normal status.

➤ To launch the Active Alerts Report:


2 From the main menu, select Reports > Active Alerts.

All the active alerts to which you are subscribed are displayed.

The report groups active alerts by alert type, such as Scorecard Score in Range or Initiative PastDue. The report provides the following information about the alerts that have been triggered.

● Type of business object (scorecard, initiative, and so on) for which the alert has beentriggered

● Current status, trend, and result value of the business object

● Name of the alert attached to the business object that has been triggered

● Acknowledged column which displays the date on which a user responded to an alertnotification by acknowledging it.

Based on the type of alerts that is active (Measure In Status etc.), additional information isdisplayed on the report:


● Criteria, such as a status or range, that determines when alerts attached to the business objectare triggered and activated.

● Expected collection date for the measure, if applicable

● Due dates (if applicable)

3 To examine each business object in alert, click the name of the business object to launch its Details Report.For example, click a scorecard to open the associated Scorecard Report.

Using the Result Collection Report If you are the collector for a measure’s results, the Result Collection Report is used to enteruncollected measure and variables results. You can also use this report to modify result valuesthat have been collected for a variable or measure. Note that only measures and variables forwhich you are a Result Collector are presented in the report.

➤ To enter measure result data:


2 From the main menu, select Reports > Result Collection.

The Result Collection report is displayed.

3 On Measure, select Only Display Uncollected Measures to enter results only for those measures in yourapplication that do not have data collected.

4 On Variables, modify the date to view variable results for another period.

5 Optional: Click Customize to modify the default information shown on these tabs, as described in“Customizing the Result Collection Report ” on page 74.

6 To collect data for the current period within this report, enter the value in the appropriate text box.

7 To collect or edit results for a previous period, click the measure whose result data you want to enter, thenclick the calendar icon beside the From and To fields to select the date range from the Date Selector calendar.The measure results collected during the specified date range are displayed.

8 Optional: If you want to view previously collected measure results, in From and To, enter a different daterange.

9 Under Results, enter the result values for measures with uncollected data.

10 Click Save.

Using the Initiative Status Report Initiatives are tasks that can be prioritized and assigned to strategy elements, accountabilityelements, and measures to which you have access.

The Initiative Status Report lists the measures, and strategy and accountability elements to whichinitiatives are attached and who is responsible for implementing and completing each initiative.

Using the Result Collection Report 69

The Initiatives Status Report also identifies the status, priority, and assigned due date of eachinitiative.

This report provides this information for each initiative:

● Name of each initiative in your application that you can view

● Owner of the initiative

● Specified due date and any Revised due date

● Start date

● Percentage complete

● Current status

● Priority Level

● Associated employees

● Associated measures, accountability and strategy elements

➤ To launch the Initiative Report:


2 From the main menu, select Reports > Initiative Status.

The Initiative Report is displayed, showing any initiatives that exist for the business objects youcan access.

Tip:

To access the Scorecard Report for an initiative from the View pane, expand the Initiatives sectionand select the initiative.

3 Optional: Click Customize to modify the information shown by default on the report and refer to “Customizingthe Initiative Report ” on page 75.

4 Click an initiative to modify or update it.

5 Select Show My Initiatives to display initiatives that you own.

6 Drill-down into each initiative to view detailed initiative data, and open the Initiative tab of the measure,strategy element, or accountability element’s Details Report, to which the initiative is assigned.

7 Click each column to sort the initiatives alphabetically, by status, by priority, by due date, and level ofcompletion.

Using the Strategy Map ReportUse the Strategy Map report to review the objectives, measure targets, initiatives and owners forelements on the Strategy map. A separate report is generated for each Strategy map.

The Strategy Map report provides this information:


● Objectives column displays separate sections for each strategic objective on the Strategy map,for each perspective, grouped by strategic theme.

● Measures column displays all measures on the scorecard for each strategic objective.

● Targets column displays the current target value and its unit for each measure.

● Initiatives column displays all initiatives for each measure.

● Owners column displays the owners for each measure

● Specified due date and percentage completed for each initiative.

● Employees associated with each initiative.

Note:

If no themes or perspectives are selected on the Strategy map, a separate line is displayed onthe report. This line does not show a title, but all associated information is displayed.

You can also view the map at the same time as you review the report.

➤ To view the Strategy report:


2 From the main menu, select Reports > Strategy.

The selected Strategy Map report is displayed.

3 Click Show Strategy Map to open the map for simultaneous viewing of the report and the map.

4 Optional: Click Customize to conceal or display more strategy element and measure data, such as:

● Results

● Data confidence

● Scorecard score and status

● Weighted score and adjusted weighted score

● Scorecard score and status

Customizing ReportsEach report has different options that you can customize to create the most useful report formatfor your requirements. To customize any report, on the report, click Customize and select orclear the appropriate options to control the display. You can also include or remove specificcolumns. See:

● “Customizing the Measure Performance Report” on page 72

● “Customizing the Scorecard Performance Report ” on page 73

● “Customizing the Employee Profile Report” on page 74

● “Customizing the Result Collection Report ” on page 74

● “Customizing the Initiative Report ” on page 75

Customizing Reports 71

● “Customizing the Strategy Report” on page 76

Customizing the Measure Performance ReportThis table describes the customization options you can apply to modify the data displayed onthe Measure Performance Report.

Table 9 Measure Performance Scorecard Report: Customizing Options

Option Description

Perspective Group measures on the report by perspective (default).

Show composite and dimensional measures as trees Display composite and dimensional measures in expandabletree format from which you can drill-down to access detailedinformation about a composite measure’s child measuresand dimensional measures generated from a dimensionalmeasure template.

Note: If this option is selected, you cannot export to Excel.

Report Columns Shown

Name Display the name of each measure in the Measure column.

Notes Indicate whether new unread notes exist for each measure.

Status Display the status symbol for each measure.

Trend Display the trend symbol for each measure. This symbolindicates whether the measure’s performance has improvedsince the previous trending period.

Result List the current result value for each measure.

Target Display the target value specified for each measure.

The default target is displayed on the masthead of theapplication, under Report Target.

PTD result List the period-to-date result determined by the period-to-date function applied to the measure for the measuresdisplayed on the report.

Units Display the unit for the selected measure.

Score Include the Measure Score column that provides the currentscore achieved by each measure.

Show status as background color Display the color selected for the appropriate performanceindicator in the score cell on the report.

Variance (%) Display the percentage that the result for each measuredeviates from its target divided by its target. For example, ifthe target specified for Measure A is 200, and Measure A’sactual result is 160, then its variance is (200-160) / 100.


Option Description

Data Confidence (fraction) Display the Data Confidence value for each measure on thereport as a fraction. The fraction represents the percentageof the children for a dimensional or composite measure forwhich results have been collected. This setting is for the reportonly. See “Measure Data Confidence Indicator” on page 43.

Data Confidence (%) Display the Data Confidence value for each measure on thereport as a percent. This percentage value represents thepercentage of the children for a dimensional or compositemeasure for which results have been collected. This settingis for the report only. See“Measure Data ConfidenceIndicator” on page 43

Targets Shown If multiple targets are defined for a measure, select the targetsyou want to display on the report. You can select multipletargets.

Do not select the default target that is displayed on themasthead of the report as this is automatically displayed,along with any targets that you select.

Customizing the Scorecard Performance Report This table describes the options you can select to modify the data shown on the ScorecardPerformance Report.

Table 10 Scorecard Performance Report Customization Options

Option Description

Group Scorecards By:

● No Grouping

● Type

● Category

Select the appropriate option to group scorecard by type, category, such asemployee, strategy element, or accountability element categories.

Select No Grouping to present an alphabetical list.

Scorecard Name Display the Scorecard column that provides the name of each scorecard in theapplication.

Scorecard Notes Include the Notes column to indicate whether there are unread notes for a specificscorecard.

Scorecard Status Display the Status column that displays the status symbol to flag the overallperformance of each scorecard in the application.

Scorecard Score Include the Score(%) column that provides the current score of each scorecardin the application.

Show status as background color Display the color selected for the appropriate performance indicator in the scorecell on the report.

Scorecard Trend Display a symbol that represents the performance of each scorecard comparedto its trending period.


You can have the status and score reflect values based on different target settings within anapplication by selecting a different target type in the Target footer if an application designer hasconfigured Performance Scorecard to use this functionality.

Customizing the Employee Profile ReportThis table describes the customization options you can apply to modify the data shown on theEmployee Profile Report, by adding or removing columns.

Table 11 Employee Profile Report: Customizing Options

Option Description

Employee Name Display the name of each employee in the application.

Employee Number Display the number assigned to each employee in the application.

EmployeeTitle Display the title for each employee.

Employee Email Display the E-mail address for each employee.

Employee Department Display the department to which each employee is assigned.

Employee Manager Display the name of the manager for each employee.

Employee Scorecard Status Display the current status of each employee's scorecard.

Employee Scorecard Trend Display the scorecard trend symbols for each employee's scorecard.

Customizing the Result Collection Report This table describes the customization options you can apply to modify the data shown on theResult Collection Report, by adding or removing columns.

Table 12 Result Collection Report: Customizing Options

Option Description

Name Display the name of each measure or variable for which you can enter results.

Parents Display any measures that use the current measure or variable in their result formula.

Result Date Display the result date for each measure’s specified collection date.

Collection Date Display the collection date for each measure.

Result Display the current result value for each measure or variable to which you have access.

Target Display the target for each measure or variable.

Units Display the units that quantify the measure or variable for which you have permission to enterresults.


Customizing the Initiative Report This table describes the customization options you can apply to modify the data shown on theInitiative Report.

Select the display columns, then click Save.

Table 13 Initiative Report: Customizing Options

Option Description

Set System Defaults For the Application Designer only, select Set System Defaults to apply thesesettings to all users.

Group by associated object type Display the initiatives, grouped by measures, accountability or strategy elements.

Show static view as default Select the Static View for the default display of standard detail for the initiatives.

Show trend view as default Select the Trend View for the default display of tracking information about theinitiatives, such as percentage complete or status.

Static View Columns Shown

Name Display the name of each initiative.

Status symbol Display the performance indicator for the current status of the initiative.

Start Date Display the planned start date for the initiative

Completion date Display the date on which each initiative was completed.

Cost Display the cost (in dollars) assigned to each initiative.

Creator Identify the employee who created each initiative.

Status Display the current status of an initiative. An initiative can be started, in progress,or complete.

Priority List the priority of each initiative. Initiatives that are considered to be very importanthave a priority of one.

Original Due Date Display the first date on which the initiative is to be completed.

Revised Due Date Display the last revised due date for the initiative.

Due Date Display the actual due date for the initiative.

Percent completed Display the completion status for each initiative, expressed as a percentage.

Effort Display the cost (in work days) associated with each initiative.

Owner Identify the employee(s) who have been assigned to each initiative.

Associated to List the business object with which the initiative is associated.

Trend View Columns Shown

Name Display the name of each initiative.


Option Description

Owner Display the name of the owner of the initiative.

Due Date Display the expected completion date for the initiative.

Revised Due Date Display the last revised due date for the initiative.

Customizing the Strategy ReportThis table describes the customization options you can apply to modify the data shown on theStrategy Report.

Table 14 Strategy Report: Customizing Options

Option Description

Strategy Objective Display the strategy objectives that are associated with the Cause and Effect map.

Measure Display the associated measures.

Measure Target Display the associated measure targets.

Initiative Display the initiatives on the Cause and Effect map.

Initiative Owner Display the owner of each initiative.

Exporting Reports to Microsoft ExcelYou can export selected reports, Scorecard reports and Trending Table reports information fromPerformance Scorecard to Microsoft Excel. In some instances, only the information on certaintabs on a report can be exported. The report is displayed in a Browser, and can be printed fromthere.

Refer to these sections:

● “Valid Report Types” on page 76

● “Exporting a Report” on page 77

Valid Report TypesThe contents of these reports and tabs can be exported to Excel:

● Active Alerts

● Measure Performance (as long as the Customize option Show composite and dimensionalmeasures as trees option is cleared)

● Scorecard Performance

● Employee Profiles


● Result Collection

● Initiative Status

● Cause and Effect

● Scorecard tab and Trending Table tab information from Details Reports for employees,accountability and strategy elements

● Trending Table tab information for Measures

If you select an invalid report or tab, the Export to Microsoft Excel option on the menu bar isdisabled. You cannot export external reports selected from the Reports tab under ApplicationPreferences.

Exporting a ReportYou can export the contents of a valid report to Microsoft Excel. The export option is disabledif you do not select a report, or if the report that you selected is not valid for export.

➤ To export a report:


2 Select the report that you want to export to Microsoft Excel using one of these methods:

● For Reports, from Reports, select the report. The selected report is displayed in the contentspane.

● For Details Reports, from the Browser View, select the individual element, such as anemployee, or measure. The Details Report for the selected element is displayed.

3 From the main menu, select File > Export to Microsoft Excel, or click the Export to Excel button

The File Download dialog box is displayed.

4 On File Download, click Save to save the report to your computer.

5 Navigate to the location in which you saved the exported report, and open the file. The exported report isdisplayed in a new Browser window.

6 In the exported report, modify any data text fields, as required. You can also print the report, using theBrowser Print button.

Note:

These results cannot be imported back into Performance Scorecard.

7 Save the results in Microsoft Excel for later reference, if required.

Copying and Pasting DataTo facilitate data entry, you can copy and paste data values within a data form, such as a ScorecardReport, from one data form to another, or from another application, such as Microsoft Excel.

Copying and Pasting Data 77

Data that is copied and pasted from Excel to Performance Scorecard reflects the Excel formatting.For example, if decimal places in Excel are set to zero, 459.32 is displayed as 459. If this value iscopied into a Performance Scorecard form it is also displayed as 459.

➤ To copy and paste data:

1 Select the data form, such as a scorecard or spreadsheet, that contains the data you want to copy.

2 On the data form, select the cells that you want to copy:

● To select a single cell, click inside the cell

● To select a range of cells, a row or column, click in the upper-left cell of the range, pressShift, then click in the lower-right cell of the range.

The selected cells are highlighted.

3 Select Edit > Copy to copy the values in the selected cells to the Clipboard.

4 On the destination data form, select the cell or group of cells to which you want to paste the data.

5 Select Edit > Paste to insert the contents of the Clipboard at the insertion point.

The new data replaces any existing data in the selected area.


5Viewing Maps and Strategy

Trees

In This Chapter

Performance Scorecard Maps ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Viewing Maps .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

This chapter describes how you can view Strategy Trees, Accountability Maps, and Strategy maps.

● Strategy trees depict how your organization translates its high-level mission and visionstatements into lower-level, constituent strategic goals and objectives.

● Accountability maps illustrate the individual business areas, departments, and teams in yourorganization that are responsible for the actions that must be performed to achieve thestrategic goals and objectives.

● Strategy maps show the strategic relationships between strategy elements that comprise yourorganization’s strategic blue print and the framework used.

As an end user, you can only view those business objects that you are authorized to view. Onlya user who has Designer permissions can modify a Map. Contact the Application Designer ifany changes are required.

Note:

This chapter assumes that custom terminology and map hierarchies are not specified during thecreation of your application’s framework.

Performance Scorecard MapsThis section describes the three kinds of maps you can view that depict your organization’sstrategy and accountability structures:

● “Strategy Trees ” on page 80

● “Accountability Maps” on page 80

● “Strategy Maps” on page 80

Performance Scorecard Maps 79

Strategy Trees Successful organizations are strategy-focused, and can articulate their mission and strategic goalsinto distinct components. A central, comprehensive, and communicated strategy is essential toenable your organization to achieve and reevaluate its goals and direction.

After establishing a corporate strategy, these strategic goals are translated into operational termsfor all levels of the organization that can be assigned to individuals or groups. This assignmentof tasks enables employees to understand how their actions directly contribute to the meetingof corporate goals.

Note:

The strategy element types used on a Strategy tree depend on the framework specified by anapplication designer as described in the Hyperion Performance Scorecard Application — System9 Designer’s Guide.

Accountability MapsAn Accountability map identifies the departments, business units, teams, task-forces andindividuals in your organization who are responsible for performing specific tasks to reach thestrategic goals depicted on its Strategy tree.

For example, a strategic objective called “Employee Investment” could be broken down into thefollowing actions, which likely have sub-actions, that you assign to the accountable parties(usually called critical business areas) such as Human Resources:

● Create and implement employee satisfaction survey

● Create employee education center

Strategy MapsA Strategy map depicts how the elements that form your corporate strategy are interrelated andhow they work together to meet your organization’s strategic goals.

A Strategy map can be created for each Strategy tree. Strategy maps represent relationships thatmay exist between strategy elements at the goal level. For example, a strategic object called“Improved Product Quality” affects strategic objectives for “Reduce product returns” and“Increase customer satisfaction”.

Only those elements you own or which are assigned to you are displayed on the map. Double-click a strategy element to drill down into the element.

For information about creating Strategy mas and effect links, see the Hyperion PerformanceScorecard — System 9 Application Designer’s Guide.

80 Viewing Maps and Strategy Trees

Viewing Maps Only those maps which you are authorized to view are available for selection in the BrowserView pane. This section explains how to open and use the maps you have permission to view.

➤ To open a map:


2 In the Viewer, select Browser View .

3 Expand Scorecards.

The list expands to display the available types of scorecards:

● Employee

● Accountability Maps

● Strategy Trees

● Strategy Maps

4 Expand the maps and trees.

All the maps and trees which you are authorized to access are listed below each heading.

5 Click the Employee, Strategy Tree, Accountability or Strategy map that you want to view.

The selected map is opened.

6 Double-click each map element to view its Details Report. For information about using a scorecard’s DetailsReport, refer to “Accessing the Scorecard Report” on page 56.

If a map element is gray, it means that it is a link to another map. Drill down (expand the tree)of the gray element to launch the map to which it is connected.

To modify how the map is displayed (horizontally, vertically, or radially), select Orientationfrom the View menu and then select the desired setting.

Map NavigatorThe Map Navigator displays your current position on the map. By default, it is launched anddocked to the right whenever you create or open a map.

The current visible area of the map is highlighted by a red outline on the Map Navigator. Clickand drag the Navigator to a new location to display a different portion of the map.

➤ To hide or display the Navigator:

● Click the Map Navigator’s arrow to minimize the window. Click again to restore theNavigator, or

● Clear the Navigator check box to hide the Navigator, and click the check box to redisplayit.

Viewing Maps 81

Map BoxesFor Strategy and Accountability maps, two performance indicators and a progress bar aredisplayed on each map element:

1 Indicates the current performance level of the element as evaluated by a scorecard

2 Indicates the performance level of the lowest scoring element attached to the element

2 Displays the current performance level of the element as a percent

The Map Editor ToolbarThe following table describes the toolbar buttons for the Map Editor.

Table 15 Map Editor Toolbar Buttons

Button Description

Click to print an open map.

Click to enlarge the map (zoom in).

Click to decrease the size of the map (zoom out).

Click to view the map vertically, with the highest level map element at the top and all other mapelements organized below in a hierarchy.

Click to view the map horizontally with the highest level map element positioned at the far left ofthe map with other map elements placed to the right.

Click to view a map radially. The highest level of the map is shown in the center of the screen, andother elements project out like the spokes of a wheel.

Refreshes the map to update recent changes.

For Strategy and Accountability maps only, click the checkbox to display the Navigator on the MapBuilder Frame. Clear the checkbox to hide the Navigator.

Map Editor Menu BarThe following table describes the options available from the Map Editor menu bar.


Table 16 Strategy and Accountability Map Editor Menu Options

Menu Bar Option Selection Description

File Save Select to save any changes made to theselected map.

Print Prints the current map.

Rename Display the Rename dialog box to enter a newname for the selected map.

Export

(On Stratagy Map only)

Select to export the selected map toMicrosoft Excel.

View Zoom Set percentage of zoom to increase ordecrease the display of the map.

Orientation Select to set the display of the map toHorizontal, Vertical or Radial.

Back Click to display the previous page.

Forward Click to display the next page.

Show/Hide Navigator Toggle to display or hide the Map Navigatoron Strategy and Accountability maps only.

Viewing Maps 83


6Using Initiatives

In This Chapter

Before Creating Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Creating Initiative Types ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Setting Initiative Priority .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Creating Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Updating Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90

Deleting Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Adding Child Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Copying Initiatives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93

Linking Initiatives... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93

Customizing Initiative Views .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94

Filtering Initiatives... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Accessing Strategic Initiative Views ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96

You can create initiatives to bring a number of elements and tasks together to achieve a particulargoal, project or objective. By drawing together the measures, scorecards, timelines and objectivesinto a single composite view, you have a master perspective of the progress of all elements towardsthe initiative's goal. It is easier to spot potential issues, or to obtain a current status of all thecomponents when you can see them all at one time. A Composite View is available to enableyou to display the parent and child initiatives in a single customizable view.

Initiatives must be attached to one or more of these objects:

● Accountability map element

● Strategy map element

● Measure

Each initiative must be attached to at least one reporting period. To enable grouping andfiltering of initiatives, you can create categories and assign priorities.

As initiatives progress, you update the status to accurately reflect the position of differentelements, such as start dates, due dates, percentage complete and any comments.

Initiatives can have children or sub-initiatives, that may be included in an overall strategic actionplan. These independent initiatives can be linked to more than one owning object. For example,an initiative can be linked to both a strategy element and an accountability element.

Security is available at the task level, to allow control on create, read, update and delete tasks.

85

See these sections:

● “Before Creating Initiatives” on page 86

● “Creating Initiatives” on page 88

● “Adding Child Initiatives” on page 92

● “Copying Initiatives” on page 93

● “Linking Initiatives” on page 93

● “Customizing Initiative Views ” on page 94

● “Filtering Initiatives” on page 95

● “Accessing Strategic Initiative Views” on page 96

Before Creating InitiativesBefore creating initiatives, you must set up these categories and priorities that are required onthe Initiative Setup:

● Initiative Status. See “Creating Initiative Status” on page 86

● Initiative Type. See “Creating Initiative Types” on page 87.

● Priority List. See“Setting Initiative Priority” on page 88 .

Creating Initiative StatusInitiative Status Categories are used to group initiatives, based on their current status orrequirements. You can create your own categories, or use these default categories:

● Not Started

● Complete

● In Progress

➤ To create initiative status:

1 From the Object View, select Category > Initiative Status List..

The Initiative Status List is displayed, showing any status categories that have been created.

2 Click Add to display the Initiative Status Setup.

3 In Name, enter the name of the new Initiative Status.

4 In Description, enter a brief explanation of the purpose of the status.

5 In Order, enter the number of the priority of the status, based on its intended sequence under Status on theInitiative Setup. For example, if you want this initiative to display at the top of the list, enter “1.”

6 Click Save.

The status is added to the Initiative Status List, and displays under Status on the Initiative Setup.

86 Using Initiatives

➤ To modify or delete initiative categories:

1 From the Object View, select Category > Initiative Status List..

The Initiative Status List is displayed, showing any status categories that have been created.

2 Select the initiative category that is to be modified or deleted.

3 Click the appropriate button:

● Click Edit to modify the initiative category information on the Initiative Status Setup, thenclick Save.

● Click Copy to add a copy of the selected initiative category to the Initiative Status List.

● Click Delete to remove the selected initiative category from the Initiative Status List. AConfirmation message is displayed. Click Yes to remove the category from the list.

Creating Initiative TypesInitiative Types are used to categorize initiatives, based on any criteria, such as a particularbusiness unit, or project, or priority. There are no default Initiative Types.

➤ To create initiative types:

1 From the Object View, select Category > Initiative Type List.

The Initiative Type List is displayed.

2 Click Add to display the Initiative Type Setup.

3 Under Name, enter the name for the initiative type.

4 Under Description, enter a brief description of the new initiative.

5 Under Order, enter the numerical priority for the display sequence under Type on the Initiative Setup. Forexample, if you want this initiative type to be displayed in the second position under Type, enter “2.”

6 Click Save.

The type is added to the Initiative Type List, and displays under Type on the Initiative Setup.

➤ To modify or delete initiative types:

1 From the Object View, select Category > Initiative Type List.

The Initiative Type List is displayed.

2 Select the Initiative Type that is to be modified or deleted.


● Click Edit to modify the initiative type information on the Initiative Status Setup, then clickSave.

● Click Copy to add a copy of the selected initiative category to the Initiative Type List.

● Click Delete to remove the selected initiative type from the Initiative Type List. AConfirmation message is displayed. Click Yes to remove the type from the list.

Creating Initiative Types 87

Setting Initiative PriorityYou can assign a priority setting for initiatives to display on the Initiative Setup.

➤ To add initiative priorities:

1 From the Object View, select Category > Priority List.

The Priority List is displayed.

2 Under Name, enter a value for the priority. This value is usually a sequential number, but may be a word orphrase.

3 Optional: Under Description, enter a brief explanation of the priority.

4 In Order, enter the numerical value for the display sequence under Priority on the Initiative Setup. For example,enter “1” if you want this priority to display at the top of the list.

5 Click Save.

The priority is added to the Priority List, and displays under Priority on the Initiative Setup.

➤ To modify or delete initiative priorities:

1 From the Object View, select Category > Priority List.

The Priority List is displayed.

2 Select the priority that is to be modified or deleted.


● Click Edit to modify the priority information on the Priority Setup, the click Save.

● Click Copy to add a copy of the selected priority to the Priority List.

● Click Delete to remove the selected priority from the Priority List. A Confirmation messageis displayed. Click Yes to remove the priority from the list.

Creating InitiativesAn initiative is a task that can be prioritized, and must be completed within a certain period oftime. You can assign the task to measures, scorecards, strategy elements, and accountabilityelements. Initiatives can act as project milestones because they reflect performance toward aspecific outcome.

Depending on your Web page access, initiatives can be viewed on the Initiatives tab or theAnnotations and Initiatives tab of the Scorecard Report. See “Using Notes and Annotations” onpage 97.

This section outlines how to view or create an initiative for the accountability map, strategy treeor strategy map scorecard details you are viewing. You must define at least one reporting periodfor the initiative in order to enter initiative data.


Note:

You cannot create initiatives for an employee. Employee Scorecard Reports do not have anInitiatives tab.

➤ To create initiatives:

1 From the Browser View, select a scorecard or measure.

The selected Scorecard Report or Measure Report is displayed.

2 Select Initiatives.

The Initiatives tab is displayed. Any initiatives that have been created are listed.

3 Right-click and select Add to create a new initiative.

The Initiative Setup page is displayed.

The page contains information about Status Attributes, that relate to the set details about theinitiative, such as the name, description, owners and members, completion date, and so on.

The page also contains the variable and time-dependent information about Initiative Data thatcan be updated to follow the progress of the initiative, such as percentage complete and status.

4 Under Name, enter the name of the new initiative.

5 In Dependencies, a read-only list, view this information:

● Parent initiative (if applicable)

● Names of the objects to which the initiative is attached

● Types of objects to which the initiative is attached, such as an accountability or strategyelement.

6 Under Description, enter a description of the purpose of the new initiative.

7 From Type, select the type of initiative. See “Creating Initiative Types” on page 87.

8 Under Priority, select a priority level for the initiative that indicates the importance of the initiative. If theinitiative is very important, select a priority level of 1. See “Setting Initiative Priority” on page 88

9 Click Active to indicate that this initiative is currently active; otherwise, clear the check box to indicate thatthe initiative is not currently active.

10 In Owners, click Select to display the Select Employees dialog box. Select the employees who are responsiblefor carrying out the initiative, then click Apply. You can select multiple owners.

11 Optional: Under Members, select the people who are participating in this initiative. You can select multiplemembers. If there are no members, this field may be left blank.

12 Optional: Under Notify, select any people who are to be notified of changes to the initiative. A notice is sentusing Alerter. If no one is to be notified, this field may be left blank.

13 Optional: If you selected employees under Notify, create an alert for the initiative. See “Creating InitiativeAlerts” on page 119.

14 In Cost, enter the actual or estimated value required to implement the initiative. Click Select Unit to attacha unit to the value, such as $000s or #Employees.

Creating Initiatives 89

15 In Effort, enter an estimate of the number of days it will take to complete the initiative. This value is enteredas a decimal value, for example, as 10.0 person days. Click Select Unit to attach a unit to the value, suchas $000s or #Employees.

16 Optional: In Upload Attachment, click Browse and select a file you want to attach to the initiative, then clickUpload.

The path to the file is displayed in Upload Attachment. When you finish creating the initiative,the name of the attachment is displayed in Attachment.

17 Do not specify a Completion Date. This information will be entered on the actual completion date.

18 Beside Initiative Data, use the left and right arrows to navigate to the reporting period for this initiative. Atleast one reporting period is required.

The Reporting period defines the intervals at which annotations can be associated with eachInitiative.

19 In Start Date, click the calendar to display the Date Selector. Select the date that the initiative should begin,then click OK.

20 In Due Date, click the calendar to display the Date Selector. Select the date that the initiative should becomplete, then click OK.

21 In % Complete, accept the default value because you are creating a new initiative that has not yet beenimplemented. This information should be updated by the employee responsible for the initiative as theyprogress with the initiative.

22 From Status Symbol, select the appropriate status. These are the status levels from the Initiative Status List.For a new initiative, you may select Not Started. See “Creating Initiative Status” on page 86.

23 Under Annotation, enter an annotation to be associated with this initiative. If the initiative spans multiplereporting periods, multiple annotations can be entered for each cycle. The annotations are updated duringthe initiative to monitor the project status and input.

24 Click Save.

The new initiative is listed on the Initiatives tab and is displayed in the user’s View Pane.

25 Repeat Step 18 to Step 24 to add additional reporting periods.

26 Click Save.

The new initiative is saved. From the Browser View, select Objects > Initiative to view theinitiative.

As the initiative progresses, update its progress as described in “Updating Initiatives” on page90.

Updating InitiativesAlthough you can update any information for the initiative at any time, generally the informationlocated in Initiative Data is the detail that is updated to track the progress of the initiative.Information such as percentage complete and status enables you to monitor the initiative andalert you to potential delays or issues.


➤ To update the progress of an initiative:

1 From the View Pane or any report, click the measure, accountability or strategy element whose initiativedetails you want to view.

The selected Scorecard Report is displayed.

2 Select Initiative.

Any initiatives attached to the measure are listed. If no initiatives have been specified for themeasure, this table is empty.

Note:

Employee Scorecard Reports do not have an Initiatives tab.

3 Click the initiative for which you want to update progress. You can update or modify only those initiatives forwhich you are the creator or owner, or with which you are associated.

A summary of the initiative is displayed.

4 Click Edit.

The Initiative Setup page is displayed.

5 Optional: Modify the Start Date or Due Date if this information has changed. To change the date, click thecalendar to display the Date Selector. Select the revised date, then click OK.

6 In % Complete, enter only the numeric value for the percentage of the initiative that has been completed.Do not enter a percentage sign (%). For example, if the initiative is 80% complete, enter 80.

7 From Status, select the current status of the initiative. For example, you could select a status of In Progressor Complete.

8 Beside Status Symbol, click Select, and choose the performance indicator that best indicates the level ofprogress toward achieving the initiative, such as Outstanding, Average or Poor performance.

9 Optional: Modify any other information for the initiative.

10 Click Save.

The initiative is updated to reflect the changes. Review the status of the initiatives on the InitiativeReport. See “Using the Initiative Status Report ” on page 69.

Deleting InitiativesWhen deleting initiatives, if the initiative has more than one owning object, you can choose todelete the initiative and all associated links, or just remove the links between the initiative andits owning objects. If the initiative in not linked to any other initiatives, the entire initiative andits links are removed.

➤ To delete initiatives:

1 From the Browser View, select the scorecard or measure that contains the initiative to be deleted.


Deleting Initiatives 91

3 Select the initiative that you want to delete.

4 Right-click and select Delete.

A Confirmation message is displayed.

5 Respond to the Confirmation message:

● If the initiative is not linked to any other initiatives, click OK.

● If the initiative is linked to multiple objects and you want to delete just the link to this object,click No.

● If the initiative is linked to multiple objects and you want to delete the initiative and all itslinks, click Yes.

The initiative is removed from the list.

Adding Child InitiativesInitiatives can have children or sub-initiatives, that may be included in an overall strategic actionplan. The child initiatives can break down a complex initiative into a series of steps. The childinitiatives retain all the characteristics of the parent initiative, and may include their ownchildren. The status for a child initiative does not roll up to the parent initiative.

These independent initiatives can be linked to more than one owning object. For example, aninitiative can be linked to both a strategy element and an accountability element.

➤ To add child initiatives:

1 From the Browser View, select the scorecard to which the parent initiative is attached.

2 From the scorecard, select Initiative.

3 Right-click the parent initiative, and click Add.

The Initiative Setup for the child initiative is displayed.

The Parent object and type are listed under Dependencies. Click Dependencies to confirm therelationship with the child initiative.

Tip:

Hover the mouse over the initiative name to display the full description.

4 Complete all information for the child initiative on the Initiative Setup. For instructions, see “CreatingInitiatives” on page 88.

5 Click Save.

The original Scorecard Report is displayed.

6 Select Initiatives.

The Initiatives tab is displayed, showing the parent initiative.

7 Click the plus sign (+) to expand the parent initiative and display the child initiative.


8 Double-click the child initiative to open the View Initiative page.

Copying InitiativesYou can copy initiatives to create another version of the initiative, or to enable the duplicateinitiative to be linked to a different scorecard or measure.

➤ To copy initiatives:

1 From the Browser View, select the scorecard or measure that has the initiative that you want to copy.


3 Right-click and select Copy.

4 Right-click and select Paste > Copy.

The duplicated initiative is pasted within the existing scorecard or measure, and is displayed onthe list. The time-variant data for the initiative is left blank.

Linking InitiativesWhen you originally create an initiative, it is linked to a single owning object, such as anaccountability map element, strategy map element or measure.

You can link initiatives to other elements or measures, subject to these rules:

● If an initiative has no current parent initiative, it can be linked to any parent freely.

● If an initiative already has a parent, it can only be linked to other owning objects at the toplevel.

● If an initiative is linked to multiple owning objects, it can be moved to have a different parent;however, the original parent, new parent and child initiative must all be attached to the sameparent.

Note:

The Paste > Link option is not available if you are trying to link to the parent initiative.

➤ To link initiatives:

1 From the Browser View, select the scorecard or measure that has the initiative that you want to link.


3 Right-click and select Copy.

The selected initiative is copied to the Clipboard.

4 In the Browser View, navigate to the scorecard or measure to which you want to link the initiative.


Copying Initiatives 93

6 Right-click and select Paste > Link.

The initiative is pasted onto the new scorecard or measure, and the initiatives are linked.

7 Right-click and select View.

The View Initiative is displayed, showing the linked owning objects under Dependencies.

Customizing Initiative Views You can customize Initiative Views to display the information you require.

There are two default types of initiative views:

● Static View which displays the non-changing details about the initiative, such as name,description, due date and so on.

● Trend View which displays the tracking details for the initiative, such as percentage completeand status.

Either of these views may be set as the default, and you can also customize the informationthat is displayed.

➤ To customize Initiative Views:

1 From the Browser View, select the scorecard or measure for which you want to customize the view.


3 Select an initiative.

4 Right-click and select the type of view you want to customize:

● Static View

● Trend View

The selected initiative view is displayed.

5 Right-click and select Customize, or click Customize.

The Initiative Report Customization is displayed.

6 Optional: For the Application Designer only, select Set System Defaults to apply these settings to all users.

7 Select your preference for the default Initiative Report View:

● Show static view as default

● Show trend view as default

8 Select the columns you want to display on the Initiative View. You can select items from either the StaticView or Trend View lists.

9 Click Save.

10 Optional: Arrange the layout of the initiative view:

● Click a column header, and drag and drop the columns to a new location.


● Double-click the column header to sort the column in ascending or descending order. Thearrow indicates the sort order.

Filtering InitiativesYou can filter your initiatives to display only those that meet certain criteria.

Using the AND and OR join rules, you can link multiple conditions to filter the required initiativeviews.

Filter settings only remain in effect for the session. When the user logs in the next time, the filtersettings are reset.

➤ To filter initiative views:

1 From the Browser View, select the scorecard or measure for which you want to filter the initiative view.


3 Right-click, and select Filter.

The Initiative Filter is displayed.

4 From Join rules with, select the appropriate join rule:

● Select AND to display an initiative only if it matches all of the selected criteria.

For example, select Show only active Initiative AND Show Initiative with priority: 1. Youwill see all active initiatives with a priority of 1.

● Select OR to display an initiative if it matches any one of the selected criteria.

For example, select Select Initiative with type OR Select Initiative with name matching. Youwill see those initiatives that match either the selected type or name.

5 From Initiative Filter, select the filter criteria for the initiative view.

Table 17 Initiative Filter Criteria

Condition Description

Show only active initiatives Display initiatives that are in the active state.

Show only started initiatives Display only those initiatives which have already started by the current date.

Show only incomplete initiatives Display any initiatives which do not have a completion date.

Show initiative with selected status Display only those initiatives that have the selected status. Click Select tochoose the status.

Show initiative with priority Display initiatives with the priority selected from the list.

Show initiatives with type Display initiatives with the type selected from the list.

Show initiatives due before date Display initiatives that are scheduled for completion on the selected date.Click the calendar to choose the date.

Filtering Initiatives 95

Show initiatives where I am owner Display initiatives for which the associated employee is an owner. If theemployee is not an owner of any initiative, this option is unavailable.

Show initiatives where I am a member Display initiatives for which the associated employee is a member. If theemployee is not a member of any initiative, this option is unavailable.

Show initiatives with name matching Enter a name or string to compare against the initiative names.

6 Click OK to save the filter.

Only those initiatives that meet the criteria you selected are displayed on the Initiative View.

Accessing Strategic Initiative ViewsInitiatives can be viewed in context with their associated scorecards through the Initiative Views.

➤ To access Initiatives Views:

1 From the Browser View, select a scorecard that contains measures.

2 Select a measure from the scorecard, then right-click to display the context menu.

3 From the menu, select an option:

● View Item enables you to directly open a measure for viewing or editing.

● Composite View displays the scorecard, and its key associated scorecard data, includingannotations, Trend Tables, Charts, and initiatives. See “Composite View” on page 18.

● Strategic Initiative View displays the associated initiatives for the selected measure. Thisview can be customized, as outlined in “Customizing Initiative Views ” on page 94.


7Using Notes and Annotations

In This Chapter

Using Notes... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

Using Annotations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Annotations and Initiatives Tab... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Notes and discussion threads enable everyone in your company to share information,suggestions, and opinions about the measures and scorecards to which they have access. Youcan create and attach notes to scorecards, measures, accountability elements and strategyelements.

Annotations enable you to group notes and discussion threads by reporting periods. Annotationscan only be created only by an annotation creator.

Access notes and annotations using the Notes tab or the General Forum. You can also use theAnnotations and Initiative tab to view annotations for an object on a single page.

Using NotesCreate and attach notes to a measure, accountability or strategy element to discuss these objectswith other users. You can reply to existing notes and post discussion threads to share informationabout these objects.

You can either view and create notes using the Notes tab of a business object or using the GeneralForum.

Refer to these sections:

● “Creating Notes ” on page 98

● “Replying to Notes ” on page 99

● “Modifying Notes ” on page 100

● “Deleting Notes” on page 101

● “Accessing Notes from the General Forum” on page 101

Using Notes 97

Creating Notes This section describes how to create a note for a business object. Hyperion assumes that youwant to create a topic or discussion thread.

➤ To create a note:


2 On the Browser View pane, select the business object for which you want to create a note. The businessobject is opened in the Contents pane.

1 Object for which you are creating a note

2 Filters enabling you to sort existing discussion threads and replies

3 Existing discussion threads

4 Area in which you create the note

3 Click Post New Notes. A Post New Note area is added.

4 In Subject, enter the name of the note. A subject is required.

5 From Category, select a category that best represents the content of the note. Your Performance ScorecardAdministrator can customize these categories.

6 In Contents, enter the text for the note.

You can use HTML tags within the text of the new note. For information about using HTMLtags, refer to any online HTML resource.

Optional: If you want to attach a file to the note, under Select Attachment, click Browse to locateand select the file, and then click Upload.

98 Using Notes and Annotations

7 Click Save.

Your note is added.

Replying to Notes You can reply to a note, discussion thread, or another reply, to attach additional comments ordocuments to the original note.

➤ To reply to a note:


2 From Browser View , select the business object that contains the note to which you want to reply.

The business object is opened.

3 Select Notes on the details page of the business object.

4 Locate the note to which you want to reply.

If required, filter the list, using the options in the filter area:

● Under Group By select a filter for the notes:

❍ Topic

❍ Author

❍ Category

❍ Day

The list is resorted to present items by the selected filter, such as all notes by day or topic.

● Under Show Only, select one or more of these filters:

❍ Watched to display forums that contain notes or discussion threads that have beenflagged as being watched.

❍ New to display all new, unread notes.

❍ Last x Days to display forums that contain messages that were created in the last specifiednumber of days. To specify the number of days, click Last x Days. The Topics FilterSetup dialog box is displayed. Enter the number of days for which you want to filternotes, then click Save.

5 Click Reply beside the note to which you want to post a response.

A Post New Note area is added to the page. The topic and name of the note to which you areresponding are displayed at the top of the Post New Note area.

6 In Subject, enter a subject for your response. A subject is required.

7 From Category, select the category that best represents the content of the response.

8 In Contents, enter the body of the response.

Using Notes 99

Tip:

You can use HTML tags in this frame. For information, refer to any online HTML resource.

9 To attach a file to the note, click Browse to navigate to the file, then click Upload.

Caution!

If you do not click Upload, the file is not attached to the topic.

10 Click Save.

The response is added to the notes list. Expand the original note to view your response.

Modifying Notes If you are the author of a note, or an Administrator, you can modify these attributes of a note:

● Subject

● Body

● Category

The Edit button is only available for notes that you have created. If a note is modified, no audittrail is created, and the original posted date and author’s name are not changed.

➤ To edit notes:

1 Log on toPerformance Scorecard.

2 From the Browser View pane, select the business object for which you want to modify the note.


3 Click Notes.

The associated notes are listed.

4 Locate the note that you want to modify.

You can filter the list to make this easier, using the options above the list, such as Group By,Show Only, and so on.

5 Click Edit beside the note.

The Edit Note page is displayed.

6 Modify the note as required.

You can change these attributes:

● Subject

● Body

● Category

● Attachments may be added, but not removed


7 After the modifications are complete, click Save.

The note is modified to reflect your changes.

Deleting NotesOnly the author of a note, or the Administrator, can delete a note. The Delete button is onlyavailable if you are authorized to delete that note.

➤ To delete notes:


2 From Browser View, select the business object for which you want to delete a note.


3 Select Notes on the details page of the selected business object.

4 Locate the note to be deleted.

You can filter the list using the options above the list, such as Group By, Show Only, and so on.

5 Click Delete.


6 Click Yes to delete the note.

The note is removed from the Notes list.

Accessing Notes from the General ForumThe general forum displays only notes that have been directly posted to the General Forum. Inthe General Forum, you can view notes for those business objects which you are authorized toview, to which you can reply, or extend by posting your own notes.

You can access the notes directly from the General Forum, or use the General Forum Search tosearch for items. See “Searching for Notes ” on page 102.

You can access notes for a business object, such as a measure or scorecard, by selecting the Notestab of the object’s Performance Report. For example, to work with notes created for a measure,select the Notes tab of the measure’s Performance Report.

➤ To access the general forum:

1 Select Forum > General Forum.

The General Forum is displayed.

2 Filter the information displayed in two ways:

● From Group By, select one of these filters:

❍ Topic

❍ Author

Using Notes 101

❍ Category

❍ Day

The list is resorted to present items by the selected filter, such as all notes by day or topic.

● In Show Only area, select one of these options:

❍ Watched to display forums that contain notes or discussion threads that you are flaggedas being watched.

❍ New displays all new, unread notes that have been attached to a business object.

❍ Last x Days to display forums that contain messages that were created in the last specifiednumber of days. To specify the number of days, double-click “Last x Days.” The TopicsFilter Setup dialog box is displayed. Enter the number of days for which you want tofilter notes, then click Save.

3 Optional: Click Forum > Search to view notes and discussion threads that you can access.

4 Optional: Respond to notes. See “Replying to Notes ” on page 99.

5 Optional: Edit note. See “Modifying Notes ” on page 100.

6 Optional: Remove notes that are no longer required. See “Deleting Notes” on page 101.

Searching for Notes Use the search feature to find forums, notes and discussion threads that contain specificinformation. Perform searches using this criteria:

● Forum in which the note is displayed

● Author of the note

● Category or subject of the note

● When the note was created

● Text strings or key words in the note

➤ To find topics, notes, or discussion threads that contain certain criteria:

1 Log on to Performance Scorecard as a Designer.

2 From the main menu, select Forum > Search to display the Search Notes page.

3 Select the criteria to select the notes and discussion threads you want to view, using these search options:

● From Forum, select the forum that contains the notes and discussion threads that you wantto view.

● From Author, select the name of the employee who authored the note or discussion threads.

● To view notes and discussion threads that were created during a certain period of time, clickthe Calendar icon , and specify the To and From date range using the Date Selectors.

● To find notes and discussion threads, enter a specific text string in one of these options tofilter the information, as follows:


❍ Select Containing Any Of to locate any note that contains some, but not all, of the wordsin the specified text string.

❍ Select Containing All Of to locate any notes that contain the entire text string.

❍ Select Containing None Of to locate notes that do not contain the specified text string.

4 Click Search.

The notes, forums, and discussion threads that satisfy the search criteria are displayed.

5 Under Subject, expand the category heading to display all notes for the category.

6 Review and process the notes:

● Double-click the note subject to open the note for viewing in the lower pane.

● Click Reply to open a Post New Note window to respond to the original note.

● Click Delete to delete the note.

Using AnnotationsAttach annotations to a measure, accountability or strategy element to discuss these objects inthe context of a reporting period, such as a financial quarter or corporate event. To create,modify, or delete annotations, a designer must assign you to the measure or element as anannotation creator. Unlike notes, you cannot access annotations from the General Forum. Youmust access the measure, accountability or strategy element to view its annotations.

Tip:

To view multiple annotations and their associated initiatives for a reporting period, use theAnnotations and Initiatives tab. See “Annotations and Initiatives Tab” on page 106.

Refer to these procedures:

● “Creating Annotations” on page 103

● “Modifying Annotations” on page 104

● “Deleting Annotations” on page 105

Creating AnnotationsThis section describes how to create an annotation for a measure, accountability or strategyelement. The annotation must be associated with a reporting period.

Before you can create an annotation, you must be assigned as the annotation creator for theselected measure, accountability or strategy element by the Application Designer. Refer to theHyperion Performance Scorecard — System 9 Application Designer’s Guide for detailedinstructions.

Using Annotations 103

➤ To create annotations:

1 From the Viewer, select the business object for which you want to create an annotation.


2 Click the Notes tab.

The associated notes and annotations are listed.

3 Click Post New Notes.

A Post New Note area is added to the Notes tab for the selected business object, showing theAnnotation check box.

Note:

If a reporting period has not been defined, the Annotation check box is not available. Forinformation about creating a reporting period, refer to the Hyperion Performance Scorecard —System 9 Application Designer’s Guide.

4 Select Annotation.

The Report Period list is displayed beside the Category.

5 Select the reporting period to which you want to assign this annotation.

6 In Subject, enter the name of the note. A subject is required.

7 From Category, select a category that best represents the annotation, such as Targets, FYI, Miscellaneous.Contact the Administrator to customize these categories, if required.

8 In Contents, enter the text of your note.

Tip:

You can use HTML tags in this frame. For information about using HTML tags, refer to anyonline HTML resource.

9 Optional: Under Select Attachment, click Browse to locate and select the file that you want to attach to theannotation

10 Click Upload.

11 Click Save.

Your annotation is added to the Notes tab. No Reply button is available beside the annotation.The subject of the annotation in the Notes list is displayed in bold.

Modifying AnnotationsAnnotations may need modification to reflect changes. The annotation creator can modify theseelements of an annotation.

● Subject

● Body


● Reporting Period


The Edit button is only available for annotations that you have created. If you modify anannotation, no audit trail is created, and the original posted date is not changed.

➤ To edit annotations:

1 From the Viewer, select the business object for which you want to modify a note.


2 Click Notes.

The associated notes and annotations are listed.

3 Locate the annotation which you want to modify.

You can filter the list to make this easier, using the options above the list, such as AnnotationsOnly, and so on.

4 Click Edit beside the note to be modified.

The Edit Note page is displayed.

5 Modify the note as required. You can change these attributes:

● Subject

● Body

● Category


6 After the modifications are complete, click Save.

The annotation is modified to reflect your changes, but the Creation Date for the annotationremains the same.

Deleting AnnotationsThe Delete button is only available if you are the annotation creator.

➤ To delete annotations:

1 From the Viewer, select the business object for which you want to delete a note.


2 Select Notes on the details page of the selected business object.

3 Locate the annotation which you want to delete.

You can filter the list using the options above the list, such as Annotations Only, and so on.

4 Click Delete beside the note to be deleted.


Using Annotations 105

5 Click Yes.

The annotation is removed from the Notes list.

Annotations and Initiatives TabThe Annotations and Initiatives tab offers a combination view of both annotations and initiativesfor an object. The Annotations and Initiatives tab provides the same information that is displayedseparately on the Notes and Initiatives tabs.

Depending on access settings, you may have all, or some of these tabs available. Access iscontrolled by the Administrator who assigns or restricts access under the Web page restrictions.By default, the Annotations and Initiatives tab is restricted, so contact your Administrator toobtain access.

Initiatives can be modified or deleted from this tab. The list of initiatives shows their currentstatus. The initiatives displayed meet this criteria:

● The initiative is associated with the currently selected measure, accountability element orstrategy element

● The start date and completion date for the initiative falls within the currently selectedreporting period.

Annotations cannot be deleted from this tab. Only an assigned annotation creator can create,edit or delete an annotation. Your Designer can set the Annotation Creator when creating orediting a measure, accountability or strategy element. You must also be authorized to view theobject that is associated with the annotation.

Using the Annotations and Initiatives TabThis section describes how to view and modify annotation and initiatives for a selected measureor scorecard. The annotation must be associated with a reporting period.

Only an authorized user can modify annotations. Depending on the authorization levels, youmay only be able to modify individual annotations.

Before you can create an annotation, you must be assigned as an annotation creator by aDesigner. Refer to the Hyperion Performance Scorecard — System 9 Application Designer’sGuide.

Refer to these sections for instructions on working with the Annotations and Initiatives tab:

● To view annotations and initiatives:

● To modify annotations and initiatives on Annotations and Initiatives tab:

● To add initiatives on Annotations and Initiatives tab:

● To delete initiatives from Annotations and Initiatives tab:


➤ To view annotations and initiatives:


2 From the Browser View, select the measure or scorecard which you want to view on the Annotations andInitiatives tab.


3 Click Annotations and Initiatives.

The associated annotations and initiatives are listed.

Available annotations are listed on the top portion of the page, grouped by categories. TheInitiative List is displayed at the bottom of the page.

4 Under Reporting Period, select the reporting period for which you want to display the annotations andinitiatives.

5 Depending on your level of authorization, use the Annotations and Initiatives tab as follows:

● To add initiatives on Annotations and Initiatives tab:

● To modify annotations and initiatives on Annotations and Initiatives tab:

● To delete initiatives from Annotations and Initiatives tab:

➤ To add initiatives on Annotations and Initiatives tab:


2 From the View Pane, select the measure or scorecard which you want to view on the Annotations and Initiativestab.

The measure or scorecard is opened.


The associated annotations and initiatives are listed. The Initiative List is displayed at the bottomof the page.

4 From Reporting Period, select the reporting period for the initiative that you want to add.

5 Click Add.

A new Initiative Setup dialog box is displayed.

6 Complete the information for the new initiative. See “Creating Initiatives” on page 88.

7 Click Save.

➤ To modify annotations and initiatives on Annotations and Initiatives tab:


2 From the Viewer, select the measure or scorecard which you want to view on the Annotations and Initiativestab.


3 Click the Annotations and Initiatives tab.

Annotations and Initiatives Tab 107

The associated annotations and initiatives are listed.

Available annotations are listed on the top portion of the page, grouped by categories. TheInitiative List is displayed at the bottom of the page.

4 Under Reporting Period, select the reporting period for which you want to display the annotations andinitiatives.

5 Click Edit.

An editable text box is displayed for each defined category.

6 Enter the annotations in one or more available categories.

7 Click Save.

8 From Initiatives List, select the initiative to be modified.

9 Click Edit.

The Initiatives Setup dialog box is displayed.

10 Modify the information to reflect the current status of the initiative. See “Updating Initiatives” on page 90.

11 Click Save.

The modifications to the initiative are displayed on the Initiatives List. The changes are alsoreflected on the Initiatives tab.

➤ To delete initiatives from Annotations and Initiatives tab:


2 From the View Pane, select the measure or scorecard which you want to view on the Annotations and Initiativestab.

3 The business object is opened.


The associated annotations and initiatives are listed. The Initiative List is displayed at the bottomof the page.

5 Under Reporting Period, select the reporting period for the initiative that you want to delete.

6 From the Initiatives List, select the initiative that you want to delete.

7 Click Delete.


8 Click Yes.

The selected initiative has been deleted.


8Using Alerts

In This Chapter

Alerts .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Creating Alerts.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Subscriptions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Subscribing to Alerts.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Deactivating Alerts .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Working With Subscriptions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Alert Notifications ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

This chapter describes the alerts you can create for measures, scorecards, and initiatives, andexplains how to subscribe, unsubscribe and respond to alerts.

The Administrator can monitor the activity of alerts through the Alerter Process Report. See theHyperion Performance Scorecard — System 9 Administrator’s Guide.

AlertsAlerts enable you to monitor corporate, business unit, and employee performance by notifyingsubscribers by E-mail when the performance of key measures, scorecards, or other points of vitalinformation, depart from an acceptable range. For example, if results for a measure called“Retention of Customers” must not fall below 75%, create a Measure Result in Range alert tonotify subscribers if the measure’s result data is less than 75%. Alerts can also be created thatprompt subscribers when tasks such as measure result collection or initiative completion areapproaching, due, or overdue.

Subscribers receive notification when alerts are triggered. They can acknowledge the alertnotification, unsubscribe from the alert, or investigate the business object in alert.Administrators can use the Alerter’s Process Report to monitor alert and alert notificationactivity. See the Hyperion Performance Scorecard — System Administrator’s Guide.

To use alerts, meet these conditions:

● Ensure your Administrator has configured and deployed the Alerter as described in theHyperion Performance Scorecard — System 9 Installation Guide.

● Ensure the subscribers have the user role assigned to their accounts in order to investigatealerts.

Alerts 109

Note:

Depending on the security role assigned to your user account, you may only be able toperform certain alert-related tasks. For example, only administrators (users with the adminsecurity roles assigned to their user accounts) can flag alerts they create as public andsubscribe others to alerts.

See:

● Audience, which may be personal or public. See “Alert Audience ” on page 110.

● Business Object to which the alert is to be attached. See “Data for Alerts” on page 110.

Alert AudienceAlerts may be intended for a personal or public audience:

● Personal alerts are created by a user to alert that individual about the status of a measure forwhich they are responsible. Personal alerts apply to only that user, and cannot be accessedby anyone else.

● Public alerts function can be created by administrators only. Public alerts work in the sameway as a personal alerts, but can be subscribed to by other users, or used as a template togenerate new alerts that have common attributes. Only administrators can create, modifyor delete public alerts.

You can inherit attributes from both public and personal alerts. When you inherit attributesfrom a public alert, the public alert is effectively being used as a template. When you makechanges to a pubic alert that was used as a template, those changes are reflected in all alertscreated based on the public alert.

Data for AlertsAlerts can only be created for the business objects included on the following table.

Table 18 Valid Business Objects for Alerts

Business Object Create Alerts For

Measures ● Specific measures you select during alert creation

● Measures that are owned by you or other users

● Measures for which you, or other users, are the Result Collector

● Measures for which you, or other users, are the Target Setter

● Measures on scorecards that are owned by you or other users

● Measures on scorecards of which you, or other users, are a member

● Measures on scorecards for employees that are managed by you or other users

Initiatives ● Specific initiatives that you select during alert creation

● Initiatives that are owned by you or other users

● Initiative assigned to measures to which you, or other users, have access

110 Using Alerts

Business Object Create Alerts For

● Initiatives assigned to strategy and accountability element to which you, or other subscribers,have access

Scorecards ● Specific scorecards you select during alert creation

● Scorecards that are owned by you or other users

● Scorecards to which you, or other users, are members

● Scorecards for employees that are managed by you or other users

Creating AlertsDepending on the type of business object that has been selected for the alert, you can create andsubscribe to a variety of alerts. To view the alert type available for the selected business object,refer to these sections:

● “Creating Measure Alerts” on page 111

● “Creating Scorecard Alerts” on page 116

● “Creating Initiative Alerts” on page 119

● “Creating Alerts Based on Other Alerts” on page 124

Creating Measure AlertsYou can create an alert to advise yourself or other users of the current status of a measure, or ifthe measure result is outside a specified range.

➤ To create a measure alert:


2 In the View pane, select Browser View .

3 Expand Alerts > Measure Alerts.

A list of the available types of Measure Alerts is displayed. Refer to Table 19, “Measure AlertTypes ,” on page 111 for a brief description of each type of measure alert.

Table 19 Measure Alert Types

Alert Description

Measure in status Notifies subscribers when a measure’s status corresponds to a certain general statusrepresented by a default or user-defined status symbol. For example, you may want to createan alert that contacts all employees associated with a measure when its status is poor(indicated by default, by a red symbol).

Result in range Notifies subscribers when a measure’s result falls within a range you specify. For example,you may want to contact key employees in your application if a measure quantifying CustomerSatisfaction falls below a certain level by creating an alert of this type.

Creating Alerts 111

Alert Description

Score in range Notifies subscribers when a measure’s score enters a monitored range. For example, you maywant to contact certain employees if the score for a measure called Number Customer SupportCalls exceeds a score range of over 60%.

Result collection due Notifies subscribers when results for certain measures are approaching, at, or past theircollection dates. Create this kind of alert to make sure that measure results are collected ina timely manner.

Variance in range Notifies subscribers when the percentage by which a measure’s result differs its target departsfrom a range you define as acceptable.

Result collection due Notifies subscribers when results for certain measures are approaching, at, or past theircollection dates. Create this kind of alert to make sure that measure results are collected ina timely manner.

4 Click the type of measure alert that you want to create, such as Measure in Status or Score in Range.

The Alert List for the selected alert type is displayed.

5 From View, select Personal to display all measure alerts that you have created.

6 Click Add.

The Type tab of the Alert Setup page is displayed.

7 Optional: Under Alert Inheritance, use the attributes of a previously created alert as the basis for the newalert, as outlined in these steps:

a. Select Inherit Attribute Values From. The list of existing alerts is enabled.

b. Select the alert from which the new alert is to inherit its attributes. The Measure Selectionarea is disabled.

c. Continue with step 11.

8 Under Measure Selection, click Specifically Selected to enable you to choose from all measures you areauthorized to access.

9 Under Where Subscriber Is, select one of these options to assign the alert to the subscriber:

● Result Collector to assign the alert to measures for which the subscriber can collect results.

● Target Setter to attach the alert to measures for which the subscriber can specify targets.

● Owner to assign the alert to measures that the subscriber owns.

10 Under Where Measure is on Scorecards, select one of these options to attach the alert to measures on theselected scorecards:

● Select Specifically Selected to assign the alert to measures on a scorecard. You can choosethe scorecard(s) later.

● Select Owned to attach the alert to measures on scorecards that the subscriber owns.

● Select Member-of to attach the alert to measures on scorecards of which the subscriber is amember.

● Select Managed Employee to assign the alert to measures on the scorecards of Employeeswhich the subscriber manages.

112 Using Alerts

11 Click Next.

The General tab of the Alert Setup page is displayed. If you assigned the alert to specific measuresor scorecards, this page also has Measure Selection or Scorecard Selection tabs.

Note:

The setup options will vary, depending on the type of measure alert you are creating.

The Alert Setup (General) page provides this information:

● Type of measure alert you are creating, such as Measure In Status or Result Collection Due

● Alert upon which yours is based (if applicable)

● Measures you selected to which you assigned the alert. For example, if you have attachedthe alert to measures on a specific scorecard, then Specifically Selected Scorecards is shown

12 In Name, enter the name of the new alert.

13 In Description, enter a brief description of the purpose of the alert.

14 For a Measure in Status alert, click the default or user-defined status symbol that prompts an alert notificationto be sent to all subscribers when that status is achieved. For example, if you want all subscribers to thealert to be notified when a measure’s status is poor, click the red status symbol.

15 For a Result in Range, Score in Range, Variance in Range, or Result Collection Due alert, define the rangeby performing these steps:

a. Under Alert Activation Criteria, click Add.

The Subrange Setup is displayed.

b. In Subrange Setup, define the range that activates the alert by entering numeric values inthe text boxes and selecting comparison symbols from the drop-down lists. Enter the lowestvalue that will trigger the alert in the left text box. The value in the right text box representsthe highest value.

Tip:

Click f to open the Formula Editor to build complex formulas for each range boundary.For information about the Formula Editor, see the Hyperion Performance Scorecard —System 9 Application Designer’s Guide.

This table provides examples of the types of ranges you can specify based on the measurealert you are creating.

Table 20 Defining Alert Activation Ranges

Alert Type Range Setup

Result in range Define a range of results that trigger an alert notification.

For example, to send alert notification if the measure’s result value is greater than 60but less than 80:

Creating Alerts 113

Alert Type Range Setup

● Enter 60 in the first text box as the low end of the range.

● Select < (less than) from both lists.

● Enter 80 in the second text box as the high end of the range.

Score in range Define a range of scores that trigger an alert notification.

For example, to send alert notification if the measure’s score is greater than 50 butless than 75:

● Enter 50 in the first text box as the low score in the range

● Select < (less than) from both lists

● Enter 75 in the second text box as the high score in the range.

Variance in range Define the range of variance value that you want to monitor using the alert.

For example, to send alert notification if the variance is less than 50,

● Enter 0 in the first value

● Select < (less than) from both lists

● Enter 50 in the second value.

Result collection due Define the number of days before and after the result collection date that alertnotifications are to be sent.

For example, to send alert notification of the upcoming collection date a week beforeand three days after the collection date:

● Enter -7 in the first text box as the first notification day

● Select < from both lists

● Enter 3 in the second text box as the second notification day.

c. Click OK.

16 Optional: For Administrators only, click This is a Public Alert to create a public alert that is applied to allusers.

17 Depending on the alert type and whether multiple targets have been defined in the application, use TargetUsed in Formulas to select one of multiple targets to determine the measure’s status, score, result, orvariance.

18 If you selected Specifically Selected measures, select Measure Selection, and perform these tasks:

a. Beside the list of Measures, click Select to display the Select Measure dialog box.

b. Select all the measure(s) to which you want to assign the alert.

You can filter the measures as follows:

● Enter the first letters of the measure’s name and then an asterisk (*) to find all measureswhose name starts with the letter you specify. For example, b* lists all measures withmanes beginning with b.

● Click Search to list all available measures.

c. Repeat step b for each measure that you want to add.

d. Click Apply when you have selected the measures.

114 Using Alerts

19 Select the Message Setup tab.

Depending on the alert type, the information shown on this page may vary. For example, anExited Range checkbox may be displayed instead of the Stopped Meeting Criteria check box.

20 Under Alert Activated Message, click Realerting Settings to send a subsequent alert if the conditions selectedin step 22 apply.

21 Click Send If Value to set the conditions that must be met to send subsequent notifications to the associatedsubscribers, including notification that the measure is no longer in alert.

Select the factors that cause subsequent notifications to be sent.

Table 21 Measure Alert Notification Re-Issuing Options

Alert Type Condition Description

Measure in Status Started to meet criteria Sends an alert notification to advise thatthe measure is now in range for theselected status symbol.

● Measure Result in Range

● Measure Score in Range

● Measure Variance in range

● Result collection due

Entered Range Sends an alert notification to advise thatthe measure’s alert activation criteria,such as result, variance, or score, nowcorresponds to the defined range.

Measure in Status Meets criteria and changed Sends an alert notification to advise themeasure’s status corresponds to theselected status symbol, but the measurehas different score or result data thatdetermines which status symbol isdisplayed.

● Measure Result in range



● Result collection due

Inside range and changed Sends an alert notification to advise thatthe measure criteria, such as score orvariance, correspond to the definedrange but has a different score, result,or variance.

For example, a measure’s score couldincrease or decrease, but still fall withinthe unacceptable range that you havedefined.

Measure in Status Meets criteria Sends an alert notification each time themeasure’s status corresponds to theselected status symbol.

● Measure Result in range



● Result Collection Due

Inside range Sends an alert notification each time themeasure’s result, score, or variance isinside the specified range.

Subscriber Has Not Acknowledged Sends alert notifications for the samecondition, if the subscriber has notacknowledged receipt of the originalnotification.

Creating Alerts 115


This Message NOT Been Sent in Last xHours

Sends alert notifications if nonotifications have been sent in the pastx hours. Hyperion recommends a defaultof 24 hours.

22 In Subject and Body enter the text for the subject and body text of the alert notification that is sent whenthe measure’s status meets the above criteria. Only the subject is required.

Click the function button, to insert a variety of dynamic text in the subject line and body ofthe notification as described in “Inserting Dynamic Variables in Alert Notifications” on page125.

23 Optional: In Alert Concluded Message, set up a notification to subscribers when the measure is no longerin alert, as outlined below:

a. Under Send if Value, select Stopped Meeting Criteria.

b. In Subject, enter the text that forms the subject line of the concluding E-mail. A subject isrequired.

c. In Body, enter the content of the concluding E-mail.

Click the function button, to insert a variety of dynamic text options in the subjectline and body of the Alert Concluded Message, as described in “Inserting DynamicVariables in Alert Notifications” on page 125.

24 Click Save.

The new alert is added to the Alert List under the selected alert type. For example, if you createda measure result in range alert, the new alert is added to the Measure Result in Range Alert Listand is available if expand the Measure Alerts tree and select Result in Range.

You can subscribe to the alert as described in “Subscribing to Alerts” on page 129.

Creating Scorecard AlertsThis section describes how to create these types of scorecard alerts:

● Scorecard in Status alert is used to contact subscribers when the performance of a keyscorecard does not correspond to an acceptable status as indicated by a user-defined ordefault status symbol.

● Scorecard Score in Range alert is used to notify subscribers if the score for a scorecard fallsoutside an acceptable range.

➤ To create scorecard alerts:



3 Expand Alerts.

116 Using Alerts

The list of Scorecard Alerts is displayed.

The types of alerts that you can create are grouped by business object, such as scorecard andmeasure, in the Browser View pane. Click to expand each section to view the types of alerts youcan define.

Clicking an alert type, such as Score in Range, displays all the alerts of the selected type.

4 Click on the type of scorecard alert to be created.

The Alerts List displays all alerts for the selected type.

5 Click Add.

The Alert Setup page is displayed.

6 Optional: Under Alert Inheritance, use the attributes of a previously created alert for the new alert, as outlinedin these steps:

a. Select Inherit Attribute Values From.

The list of alerts is enabled.

b. Select the alert from which the new alert is to inherit its attributes.

The Scorecard Selection area is disabled.

c. Continue with step 9.

7 Under Scorecard Selection, under This Alert Evaluates Scorecards, click Specifically Selected to assignspecific scorecards to the alert.

8 Under the Where Subscriber Is list, select one of these options to assign the alert to the subscriber:

● Owned to assign the alert to scorecards that are owned by the subscribers.

● Member-Of to attach the alert to scorecards of which subscribers are a member.

● Manager of Employee to assign the alert to scorecards that belong to employees who aremanaged by the subscribers.

9 Click Next.

The General tab of the Alert Setup page is displayed. If the alert has been assigned to specificmeasures on certain scorecards, this page also displays a Scorecard Selection tab. Based on thetype of scorecard alert you are creating, the alert activation criteria displayed may vary from thatshown on the following figure.

This page provides this information:

● Type of alert you are creating, such as Scorecard Enters Status

● Inherited attributes, if applicable

● Method you are using to the scorecards for this alert

10 In Name, enter the name of the new alert.

11 In Description, enter a brief description of the purpose of the alert.

12 For a Scorecard in Status alert, click a default or a user-defined status symbol that prompts alert notificationsto be sent, if that status is achieved by the scorecard. For example, to notify subscribers when a scorecard’sperformance corresponds to the good performance, select the green status symbol.

Creating Alerts 117

13 For a Score in Range alert, perform these steps:

a. Under Alert Activation Criteria, click Add to display the Subrange Setup dialog box.

b. Use the Subrange Setup dialog box to define the range that activates the alert by enteringnumeric values in the text boxes and selecting comparison symbols from the drop-downlists. Enter the lowest value that will trigger the alert in the left text box. The value in theright text box represents the highest value.

Tip:

Click f to open the Formula Editor to build complex formulas for each range boundary.See the Hyperion Performance Scorecard — System 9 Application Designer’s Guide.

c. Click OK.

14 If multiple targets have been set up for the application, from Target Used in Formulas, select the target thatyou want to use in the calculation that determines the scorecard’s performance status.

15 If you selected Specifically Selected Scorecards, select the Scorecard Selection tab to select theAccountability Element, Strategy Element or Employee Scorecards to which the alert is to be assigned:

● Beside the Accountability Element Scorecard, click Select to display the SelectAccountability Element dialog box. Expand the tree to display the accountability elementto which the alert is to be applied, then click Apply.

● Beside Strategy Element Scorecard, c lick Select to display the Select Strategy Element dialogbox. Expand the tree to display the strategy element to which the alert is to be applied, thenclick Apply.

● Beside Employee Scorecard, click Select to display the Select Employee dialog box. Searchfor the employee to which the scorecard alert is to be applied, then click Apply.

16 Click Next to display the Message Setup tab.

17 If you want to send multiple alert notifications to subscribers under certain conditions, select DefineRealerting Settings and use the following table to define the factors that cause notifications to be re-issued.

Note:

The conditions you can select depend on the kind of scorecard alert you are creating.

Table 22 Scorecard Alert Notification Re-Issuing Options

Alert Type Condition

Scorecard in Status Started to meet criteria. Sends alert notification when the scorecard’soverall performance corresponds, for the first time, to the statussymbol you selected.

Scorecard in Range Entered range. Sends alert notification when the scorecard’s scoreenters the range you defined.

Scorecard in Status Meets criteria and changed. Sends alert notification when thescorecard’s performance corresponds to the status symbol youselected, but has a different scorecard score

118 Using Alerts

Alert Type Condition

Scorecard in Range Inside range and changed. Sends alert notification when thescorecard’s score is still within the range you specified, but now hasa different score value. For example, a scorecard’s score couldincrease or decrease but still fall within the range you specified

Scorecard in status Meets criteria. Sends alert notification when the scorecard’sperformance corresponds to the selected status symbol.

Scorecard in range Inside range. Sends alert notification when the scorecard’s score fallswithin the defined range.

Subscriber Has Not Acknowledged Sends alert notifications for the same condition if the subscriber hasnot acknowledged receipt of the original notification.

This Message NOT Been Sent in Last x Hours Sends alert notifications if no notifications have been sent in the pastx hours. Hyperion recommends a default of 24 hours.

18 In Subject and Body, enter the subject and body text of the alert notification. A subject is required.

Click the function button, to insert a variety of dynamic text options in the subject line andbody of the notification as described in “Inserting Dynamic Variables in Alert Notifications” onpage 125.

19 Optional: To notify subscribers when the measure is no longer in alert, select Stopped Meeting Criteria andperform these steps:

● In Subject, enter the subject line of the concluding notification. A subject is required.

● In Body, enter the content of the concluding notification.

Click the function button, to insert a variety of dynamic text options in the subject lineand body of the notification as described in “Inserting Dynamic Variables in AlertNotifications” on page 125.

20 Click Save.

The alert is added to the list of alerts of this type.


Creating Initiative AlertsThis section explains how to create initiative alerts.

➤ To create an initiative alert:



3 Expand Alerts.

The list of Initiative Alerts is displayed.

Creating Alerts 119

The types of alerts that you can create are grouped by business object, such as initiative, scorecardand measure. Click to expand each section to view the types of alerts you can define.

Clicking each alert type, such as Initiative In Status, displays the Alert List that identifies all thealerts of this type that have been defined.

4 Select the type of initiative alert to be created.

The Alerts List displays all alerts for the selected type.

This table describes each kind of initiative alert type you can build.

Table 23 Initiative Alert Types

Alert Description

Percent Complete In Range Contacts subscribers if an initiative’s completion percentage falls within or outside arange you specify.

Past Due Date Notifies subscribers when an initiative has not been completed by the assigned duedate and action is required to complete it.

Initiative in Status (Symbol) Contacts subscribers when progress on an initiative changes status as indicated by adefault or user-defined status symbol.

Initiative in Status (Text) Notifies subscribers when progress on an initiative changes status as indicated by adefined state, such as Started or In Progress.

Initiative Assigned Owner Notifies subscribers when a specific employee is assigned ownership of an initiative.This kind of alert is useful if you are a manager and need to know when one of yourdirect reports is given ownership of an initiative

Initiative Assigned To Notify Contacts subscribers when a specific employee is associated with an initiative.

5 Click Add.


6 Optional: Under Alert Inheritance, select Inherit Attribute Values From to use the attributes of a previouslycreated alert for the new alert, as follows:

a. From the list of existing alerts, select the alert from which the new alert is to inherit itsattributes. The Initiative Selection area is disabled.

b. Continue with step 8.

7 Select the initiatives to which you want to assign the alert:

● Select Specifically Selected Initiatives to assign the alert to a specific initiative. You identifythe initiative to which you want to apply the alert later on.

● Select Initiatives On Selected Objects to attach the alert to initiatives assigned to certainmeasures, Strategy elements, or Accountability teams. You select the business objects, suchas measures and, Strategy elements, to which you want to assign the alert later.

● Select Owned By Subscriber to assign the alert to all initiatives owned by the subscriber,who is the Employee who receives the alert notification. If you select this option, the alertis assigned to all the initiatives owned by the employee subscribed to this alert.

8 Click Next.

120 Using Alerts

The General tab of the Alert Setup page is displayed. The attributes you can specify for the alert,such as activation criteria, vary depending on the kind of initiative alert you are creating.

If you assigned the alert to specific initiatives, an Initiative Selection tab is also displayed.

This information is shown:

● Alert type you are creating, such as Initiative Percentage Done

● Alert upon which your new alert is based (if applicable)

● Method you are using to select the initiatives to assign to the alerts

9 In Name, enter the name for the new alert.

10 In Description, summarize the purpose of the alert.

11 If you are creating a Percent Complete in Range or a Past Due Date alert, perform these steps:

a. Under Alert Activation Criteria, click Add.

The Subrange Setup dialog box is displayed.

b. Define the range, in which x represents either the completion percent or due date of theinitiative, by defining one of the following:

● The range of values that will place the initiative(s) in an alert state. For example, youmay want notifications sent if an initiative is between 40% - 60% complete.

● The range of days surrounding the initiative’s completion date that you want tomonitor. For example, to send alert notification five days before the initiative is meantto be completed, and two days after the initiative is past due, you would enter -5 inthe first text box, select < from both the drop down lists, and enter 2 in the second textbox.

Tip:

Click f to use the Formula Editor to define a formula for each range boundary. See theHyperion Performance Scorecard — System 9 Application Designer’s Guide.

c. Click OK.

12 Depending on the type of initiative alert that you are creating, select the criteria for that initiative:

● For a Percent Complete in Range alert, click the default or user-defined status symbol thatplaces the initiative in an alert state.

● For an Initiative Enters Status (Symbolic) alert, click the default or user-defined statussymbol that places the initiative in an alert state.

● For an Initiative in Status (Textual) alert, select the status that prompts alert notificationsbe sent using the list. For example, to send notification to subscribers when the alert isfinished, select Complete.

● For an Initiative Assigned to Notify or Initiative Assigned to Owner alert, from theEmployee to Watch list, select the employee who should receive alert notification, if theybecome the owner of, or associated with, an initiative. For example if you are the managerof three employees and need to know when one of them is assigned ownership of an initiative,select that employee from the list.

Creating Alerts 121

13 If you selected Specifically Selected Initiatives, select the Initiative Selection tab and perform these steps:

a. Click Select to display the Select Initiative dialog box.

b. Select the initiative(s) to which you want to assign the alert.

c. Repeat step b to select all the initiatives to assign to the alert.

d. Click Apply when you have selected all the initiatives.

14 If you selected Initiatives On Selected Objects to attach the alert only to initiatives associated with measures,strategy elements, or accountability elements, click Select adjacent to the type of business object with whichthe initiative is associated.

● To assign the new alert to a measure, select the measure from the Select Measure dialog box,then click Apply.

● To assign the new alert to a strategy element or an accountability team, expand the tree onthe Select Accountability or Strategy Element dialog box, select the business object, and clickApply.

15 Click Next to display the Message Setup page.

16 If you are creating one of the following alerts, select Realerting Settings to send multiple alert notificationsto subscribers under certain conditions:

● Percent Complete in Range

● Past Due Date

● Initiative in Status (Symbolic and Textual)

This option includes notifications that contacts subscribers when the measure is no longerin alert.

Note:

If you are creating an Initiative Assigned Owner or Initiative Assigned to Notify alert, youcannot define a re-alerting strategy.

The following table identifies the factors that cause notifications to be re-issued.

Table 24 Initiative Alert Notification Re-Issuing Options


Initiative Enters Status (Textualand Symbolic)

Started to meet criteria. Sends analert notification to advise that theinitiative’s status now correspondsto the selected textual or statussymbol.

Sends an alert notification to advisethat the initiative’s status nowcorresponds to the selected textualor status symbol.

❍ Initiative Past Due

❍ Initiative Percent Complete

Entered range. Sends alertnotification to advise that theinitiative’s completion percentage,or due date is now within thedefined range.

Sends alert notification to advisethat the initiative’s completionpercentage, or due date is nowwithin the defined range.

122 Using Alerts


Initiative Enters Status (textual andsymbolic)

Meets criteria. Sends an alert to advise that theinitiative’s status corresponds to theselected status text or symbol.



Inside range and changed Sends alert notification to advise:

❍ The initiative’s currentcompletion percentage is stillwithin the range but hasincreased or decreased.

❍ The date on which the initiativeis to be completed is within therange you defined but is closerto the due date.

Initiative Enters Status (textual andsymbolic)

Meets criteria Sends an alert notification to advisethat the initiative’s current statuscorresponds to the selected statustext or symbol.



Inside range Sends alert notification to advise:

❍ The date on which the initiativeis to be completed is still withinrange you defined.

❍ The initiative’s current percentcomplete is still within the rangeyou specified.

Subscriber Has Not Acknowledged Sends alert notification only if thesubscriber has not acknowledgedreceipt of the alert notification.

This Message NOT Been Sent in Lastx Hours

Sends alert notification only ifnotification has not been sent in thepast x hours. Specify how manyhours should elapse betweennotifications in the text boxprovided. Hyperion recommends thedefault time period.

17 In Subject and Body, enter the subject and body of the alert notification. A subject is required.

Click the function button, to insert a variety of dynamic text options in the subject line andbody of the notification as described in “Inserting Dynamic Variables in Alert Notifications” onpage 125.

18 Optional: To notify subscribers when the initiative is no longer in alert, select Exited Range or Stopped MeetingCriteria and perform these steps:

● In Subject, enter the text for the subject line of the concluding notification.

● In Body, enter the content of the notification.

19 Click Save.

Creating Alerts 123

The alert is added to the list of alerts of this type.


Creating Alerts Based on Other AlertsYou can create an alert based on an existing alert using these options:

● Create the new alert based on a public alert.

If you use this option, the new alert inherits all of the properties of the public alert youselected. Any changes made to the public alert are also applied to the alert you create.

● Create the new alert based on a personal alert that you previously created.

● Copy the alert upon which you want to base your alert and modify it as required.

➤ To create alerts based on an existing alert:



3 Expand Alerts.

The list of available Alerts is displayed.

The alert types you can create are grouped by business object, such as scorecard and measure,in the Browser View pane. Click to expand each section to view the types of alerts you can define.

Clicking each alert type, such as Variance in Range or Result in Range, displays the Alert Listthat identifies all the alerts of this type that have been created.

4 Click to expand the type of alert you want to create.

5 Click the type of measure to be created, such as Measure in Status or Score in Range.


6 To create the new alert based on the copy of a personal alert, perform these steps:

a. From Alert List, select the alert to be copied.

b. Click Copy.

c. Select the copied alert and click Edit.


d. Build the alert as described in “Creating Alerts” on page 111.

Note:

If you select this option, you can only specify attributes that were not given to the alertupon which yours is based.

7 To create an alert directly based upon an existing personal alert, perform these steps:

a. Click Add.

124 Using Alerts


b. In Alert Inheritance, select Inherit Attribute Values From.

Note:

If you select this option, you can only specify attributes that were not given to the alertupon which yours is based.

c. Select the alert you want to use.

d. Click Next.

e. Define the alert as described “Creating Alerts” on page 111.

Inserting Dynamic Variables in Alert NotificationsWhen an alert is triggered and a notification sent, Performance Scorecard inserts the valuesrepresented by the variables in the body or subject line of the alert notification. All the variablesdescribed below are available, regardless of the type of alert you are creating. All dynamicvariables that you insert must be enclosed between $ $, such as $$object_name$$. Dynamicvariables should not be capitalized.

You can insert any variables in the body and subject line of the alert notification subscribersreceive when an alert is triggered. However, if you insert an inappropriate variable, a warning isdisplayed in the alert notification E-mail, instead of the actual value the dynamic variablereferences. For example if “$$result$$” is placed in an initiative alert message, “<not a measure>”is displayed.

The following table describes the variables you can use in the subject line and body of alertnotifications subscribers receive when an object is in alert.

Table 25 Alert Notification Message Dynamic Variables

Variable Inserts Applies to

collection_date The expected collection date specified for themeasure for which you are creating an alert.

Measure alerts

Creating Alerts 125


This frequency of collection is specified during themeasure’s setup.

current_date The current system date.

This is the date on which an alert is triggered and analert notification sent.

All

current_time The current system time.

This is the time at which an alert is triggered and analert notification sent.

All

object_name The name of the object (measure, initiative, orscorecard) to which the alert is assigned.

For example, if you are defining an alert for ameasure called Increase Customer Satisfaction,selecting this variable inserts Increase CustomerSatisfaction in the alert notification message’s bodyor subject line.

All

object_type The kind of business object for which you are definingan alert.

For example if you are creating an alert for ascorecard, object_type is scorecard.

All

result The current result value of the business object forwhich you are creating an alert, at the time the alertnotification is sent.

For example, if you are creating an alert for ameasure, this variable places the measure’s resultvalue in the alert notification.

Measure alerts

score The current score of the business object for whichyou are defining an alert.

For example, if you are creating an alert for ameasure, this variable looks up the measure’s scoreat the time the alert notification is sent against thetarget you selected on the alert Setup page (ifapplicable).

Measure and scorecard alerts

status_symbol The name of the status symbol All

target The target value you specified for the measure Measure alerts

tripped_range_ calculated The numeric value produced when formulasspecified in the alert’s sub range setup areevaluated.

The numeric value in the tripped range is displayedregardless of whether it was derived from a formulaor manually entered.

All

tripped_range _formula The formula of the tripped range All

126 Using Alerts


user_name The name of the employee who subscribes to thealert. Even though you have not yet subscribed tothe alert you are creating, at the time the alert’smessage is sent, the name of the Employeessubscribed to the alert is looked up and inserted.

If multiple employees later subscribe to the alert,each employee receives an alert notificationmessage with their name inserted using this dynamicvariable.

All

user_id The user account name of the employee to which thealert notification is being sent.

All

variance The numeric difference between the targetestablished, and the result achieved by the measurefor which you are creating an alert.

Measure alerts

initiative_due_ date The due date established for the initiative Initiative alerts

initiative_ notified The name of the employee who is associated withthe initiative and is notified of the initiative’sprogress.

Initiative alerts

initiative_owners The name of the employee(s) who owns the initiative Initiative alerts

initiative_percent _complete The initiative’s current completion state as apercentage

Initiative alerts

initiative_text_ status The current textual status (in progress, completedetc.) of the initiative

Initiative alerts

Modifying AlertsYou can only modify alerts that you have created and that are displayed in the Alert List whenyou select the My View tab. You do not need to re-subscribe to a modified alert because allchanges made to an alert automatically apply to the subscription.

➤ To modify an alert:



3 Expand Alerts.

The list of alert types is displayed.

4 Click to expand the alert type, and select the alert you want to modify.

For example, to edit a measure variance alert, click Measure Alerts, and then Variance in Range.

5 Click Edit.

The Alert Setup page for the selected alert type is displayed.

Creating Alerts 127

6 Modify the attributes for the alert.

7 Click Save.

Copying Alerts

Copying an alert is useful if you want to base a new alert on an existing alert.

➤ To copy an alert:

1 Log on to Performance Scorecard

.


3 Expand Alerts.

The available alert types are displayed.

4 Click to expand the desired alert type.

The selected Alerts List is displayed.

5 Click the alert to be copied.

6 Click Copy.

A copy of the alert is added to the list as: Copy of <alert name>.

7 Select the copied alert and click Edit.

8 Modify the copied alert, if required, and change the name.

9 Click Save.

Deleting AlertsYou can only delete alerts that you have created. Deleting an alert also deletes all subscriptionsto the alert.

➤ To delete an alert:



3 Expand Alerts.


4 From the list of available alert types, click to expand the section for the type of alert to be deleted.

For example, to delete a measure alert, click the Measure Alerts section. The list for the selectedalert type is displayed.

128 Using Alerts

5 Select the alert you want to remove and click Delete.


6 Click Yes.

The alert is removed from the Alert List and deleted from the application.

SubscriptionsA subscription is the link between an alert and an employee to whom you wish the alert to bedelivered. Users who subscribe, or who are subscribed by others to an alert, receive alertnotifications when specific business objects are in an alert state and require attention.

Creating an alert and a subscription can be performed separately, although you can both createand subscribe to an alert in one step.

All users can subscribe themselves to a public alert. However, only users with the admin securityrole can create public alerts to which they subscribe other users.

Users can unsubscribe from any alert, including those to which an administrator has subscribedthem. If the administrator does not want users to unsubscribe from a particular alert, it can belocked.

Subscribing to AlertsSubscribing to an alert is usually the next step in alert creation. Subscription is a one-click processunless you have not specified these attributes when you created the alert to which you want tosubscribe:

● The business object (scorecard, initiative, and so on) to which you assigned the alert

● The alert activation criteria which define the unacceptable range or status that will triggerthe alert

● The target against which alerting criteria are assessed

● Re-alerting strategy you want to use if you want multiple alert notifications to be sent tosubscribers

● Subject of the alert notification

If you do not specify these attributes and try to subscribe to the alert, you are taken to the alert’ssetup pages and prompted to enter the missing alert properties.

➤ To subscribe to an alert:



3 Expand Alerts.


Subscriptions 129

4 Under the alert type, select the type of alert to which you want to subscribe, such as Scorecard in Statusunder Scorecard Alerts.


5 Select the alert to which you want to subscribe.

6 Click Subscribe To.

If you do not select a subscription and click Subscribe To, you are taken to the Alert Setup pagewhere you can create an alert and then subscribe to it.

Note:

If you did not specify all of the alert properties required by subscription, the alert’s Setup pageis displayed on which you must define all remaining required alert properties before attemptingto re-subscribe.

The alert to which you subscribed is displayed in the Subscription List. When the conditionsspecified for the alert occur, and the business object is in an alert state, an alert notification E-mail is sent to notify you.

One-Step SubscriptionIf you do not want to create an alert and then subscribe to it, you can click Subscribe To on anAlert List to build an alert to which you are automatically subscribed. This is called one-stepsubscription.

Note:

To use one-step subscription, you must specify all required alert attributes.

➤ To create an alert to which you are automatically subscribed:



3 Expand Alerts.


From the list of alert types under each business object, select the type of alert to which you wantto subscribe, such as Scorecard in Status under Scorecard Alerts. The alert types you can createare grouped by business object, such as initiatives and measure, in the Browser View pane.

Click to expand the desired business object alert section. For example, if you want to create andsubscribe to an initiative alert, click the Initiative Alerts section. This lists the six kinds of initiativealerts you can create.

The Alert List dialog box for the selected alert type is displayed.

130 Using Alerts

4 Click the type of alert to be created.

The Alert List is displayed, identifying any existing alerts of this type. The list is empty if no alertsof the selected type have been created.

5 Click Subscribe To.


6 Create the alert, making sure to specify all required information. See “Creating Alerts” on page 111.

7 Click Save to automatically subscribe to the alert you created. A subscription is added to your SubscriptionList.

Deactivating AlertsThis section describes how to remove yourself from alerts to which you are subscribed.

Note:

You cannot remove other employees from alert subscriptions.

➤ To deactivate alerts:



3 Click Subscriptions.

A list of subscriptions to which you are subscribed is displayed.

4 Select the alert that you no longer want to receive.

5 Click Unsubscribe.


6 Click Yes.

The alert is removed from your Subscriptions list and you no longer receive alert notificationmessages.

Working With SubscriptionsThis section describes how to disable and enable subscriptions. You can disable a subscriptionto make it temporarily inactive to eliminate the sending of alert notifications. You can thenenable a disabled subscription to reactivate it, resuming the sending of alert notifications. See:

● “Disabling Subscriptions” on page 132

● “Enabling Subscriptions” on page 132

● “Modifying Subscriptions” on page 133

Deactivating Alerts 131

Disabling SubscriptionsDisabling a subscription renders it dormant; it does not delete the subscription. Disabling asubscription also flags the alert notification to not send any more alert notifications. Disable asubscription if you do not want to receive notifications for a period of time, but do not want tounsubscribe from the alert. For example, you may want to disable your current alertsubscriptions over your holidays, but must enable them when you return to work.

➤ To disable subscriptions:


2 In the Viewer, select the Browser View tab .

3 Click Subscriptions.

A list of subscriptions is displayed.

4 Under View, select Enabled.

A list of all active subscriptions is displayed.

5 Select the subscription to be temporarily disabled, and click Disable.


6 Click Yes.

The alert is added to the Disabled list under View. No alert notifications related to thissubscription will be received until the subscription is re-enabled.

Enabling SubscriptionsThis section explains how to reactivate a disabled subscription by enabling it.

➤ To enable subscriptions:



3 Click Subscriptions to display the list of subscriptions to which you are subscribed.

4 From View, select Disabled.

A list of disabled subscriptions is displayed.

5 Select the subscription to be activated, and click Enable.


6 Click Yes.

The alert is added to the Enabled list under View. Alert notifications related to this subscriptionwill be issued.

132 Using Alerts

Modifying SubscriptionsSubscriptions are your way of registering for a specific alert. When you subscribe to an alert you,or another employee has defined, a copy of the original alert is created, to which yoursubscription is linked as shown in the figure below. This way, if you modify one of yoursubscriptions, only your copy of the alert to which you subscribed is effected. Your changes arenot applied to the subscriptions of other employees.

Note:

You can only modify subscriptions to which you are subscribed.

Editing a subscription does not modify the alert to which it is attached, it modifies the copy ofthe alert.

For example, if user A created the alert to which you are subscribed and modifies any of theproperties, their changes are applied to your subscriptions, since you inherited these originalalert properties when you subscribed to the alert.

You cannot edit subscriptions unless you are the owner of the subscription.

➤ To modify a subscription:



3 Click Subscription.

Working With Subscriptions 133

The list of existing subscriptions to which you are currently subscribed is displayed.

4 Select the subscription that you want to modify and click Edit.

The Setup page of the alert to which the subscription is attached, is displayed.

5 Modify all alert attributes as required and click Save.

Alert NotificationsAlert notifications are messages whose content and delivery options are defined when you createalerts. The alert notifications are sent to users using your organization’s SMTP mail server.

Alert notifications contact you and other subscribers when the business objects being monitoredare in an alert state, meaning the criteria that gauges their status, such as result or score values,fall inside or outside of a pre-defined acceptable range. This quickly identifies the key businessobjects in an application that require your prompt investigation.

See:

● “Notification Types” on page 134

● “Responding to Notifications” on page 134

Notification TypesThe following types of alert notification messages are sent:

● Alert Activated notification is sent to all the alert’s subscribers when an alert assigned to abusiness object is triggered.

● Alert Concluded notification is sent when a business object is no longer in a state of alert.

The frequency with which you and other subscribers receive alert notifications is determined bythe conditions specified on the Message Setup tab of each alert’s Setup page.

Tip:

If an alert notification is sent but not successfully delivered, an error is flagged inHyperionAlerter.log. This file is located in <application server>\webappsconf\log.

Responding to NotificationsBased on the criteria and conditions specified, when an alert is triggered, users subscribed to thealert receive a message in their E-mail application inbox.

You can respond in one of these ways to the alert notification:

● Click the first option to acknowledge receipt of the alert notification.

An HTTP request is sent to the Alerter to record your acknowledgement.

134 Using Alerts

If you specified on the alert’s Messages Setup tab that no subsequent alert notifications willbe sent after acknowledgement, no additional notifications for this alert will be sent untilan alert condition changes.

● Click the second option to deactivate or unsubscribe from the alert if you no longer wantto receive notifications. The alert is removed from your Subscription List.

● Select the third option to investigate the alert by examining the initiatives, measures, andscorecards in your application. You are prompted for your Performance Scorecard logincredentials and taken to your Home page.

Alert Notifications 135

136 Using Alerts

AFrequently Asked Questions

This appendix addresses some common questions that may arise when you are usingPerformance Scorecard.

Why can’t I enter measure results?

A measure becomes locked and you are unable to enter results for one or more of the followingreasons:

● The measure’s collection extension, the additional number of days increasing the measure’sexpected collection period during which results can be entered, has expired. The measure’scollection extension provides a number of grace days during which results can be specified,that, once pass without result entry, lock the measure.

● Result values were not entered on the measure’s anticipated collection dates generated bythe measure’s collection frequency.

● There is no employee associated with this user.

To enter measure results, either have an application designer specify a collection extension forthe measure, or an administrator remove the Result Collection Admin Web page restrictionestablished for your user account’s security role as described in the Hyperion PerformanceScorecard — System 9 Administrator’s Guide.

Why can’t I change my password?

If your administrator has configured Performance Scorecard for external authentication to useyour organization’s authentication provider, you cannot change the password you use to log onto Oracle's Hyperion® Performance Scorecard – System 9.

Why can’t I change a measure’s target?

Only employees assigned to a measure as a Target Setter when the measure was created canestablish targets and enter target values.

Why are my attachment files not displayed correctly? (Tomcat users with Japanese locale)

Perform the following steps if GIF files you attach to business objects that contain non-standardcharacters such as the Euro symbol in the file name are not correctly added to your application,even though they are saved in the notes/attachments directory.

137

➤ To display GIF files correctly:

1 From <Performance Scorecard install>\Hyperion\common\appServers\Tomcat\5.0.28\conf, open server.xml in any text editor.

2 Locate the following section of code:

<Connector className="org.apache.coyote.tomcat4.CoyoteConnector" port="8080" minProcessors="5" maxProcessors="75" enableLookups="true" redirectPort="8443" acceptCount="100" debug="0" connectionTimeout="20000" eURIValidationHack="false" disableUploadTimeout="true"/>

3 Add: URIEncoding=”UTF-8” as seen below:

<Connector className="org.apache.coyote.tomcat4.CoyoteConnector" port="8080" minProcessors="5" maxProcessors="75" enableLookups="true" redirectPort="8443" acceptCount="100" debug="0" connectionTimeout="20000" useURIValidationHack="false" disableUploadTimeout="true" URIEncoding="UTF-8"/>

4 Save and close the file.

5 Restart Tomcat.

Why can’t I view certain scorecards?

Access to Scorecard Performance Reports and Scorecard Detail Reports are specified for youruser account by an administrator. Refer to the Hyperion Performance Scorecard — System 9Administrator's Guide for information about how the permissions and restrictions establishedfor your user account can be modified to grant access to scorecard information.

Why do image files in attachments not display correctly?

Tomcat users may notice that image files whose name contains a non-standard character, suchas the Euro symbol, may not display correctly in applications, even though they are properlycreated in the notes/attachments directory.

➤ To use attachments containing image files with names that use non-standard characters:

1 From <Scorecard installation>\Hyperion\Common\appServers\Tomcat\<version>\conf, open server.xml in any text editor.

2 Locate the following section of code:

<Connector className="org.apache.coyote.tomcat4.CoyoteConnector"port="8080" minProcessors="5" maxProcessors="75"enableLookups="true" redirectPort="8443"acceptCount="100" debug="0" connectionTimeout="20000"useURIValidationHack="false" disableUploadTimeout="true"/>

3 Modify the last line of code to read:

useURIValidationHack="false" disableUploadTimeout="true" URIEncoding="UTF-8"/>

The code should now look like this:

138 Frequently Asked Questions

<Connector className="org.apache.coyote.tomcat4.CoyoteConnector"port="8080" minProcessors="5" maxProcessors="75"enableLookups="true" redirectPort="8443"acceptCount="100" debug="0" connectionTimeout="20000"useURIValidationHack="false" disableUploadTimeout="true" URIEncoding="UTF-8"/>

4 Save and close the file.

139

140 Frequently Asked Questions

Glossary

! See bang character (!).

#MISSING See missing data (#MISSING).

access permissions A set of operations that a user can

perform on a resource.

accessor Input and output data specifications for data

mining algorithms.

account A dimension that represents an accounting

container that identifies the location and primary nature of

the data.

account blocking The process by which accounts accept

input data in the consolidated file. Blocked accounts do not

receive their value through the additive consolidation

process.

account eliminations Accounts which have their values set

to zero in the consolidated file during consolidation.

account type How an account's value flows over time, and

its sign behavior. Account type options can include expense,

income, asset, liability, and equity.

accountability map A visual, hierarchical representation of

the responsibility, reporting, and dependency structure of

the accountability teams (also known as critical business

areas) in an organization.

accounts dimension A dimension type that makes

accounting intelligence available. Only one dimension can

be defined as Accounts.

active service A service whose Run Type is set to Start rather

than Hold.

active user A user who is entitled to access the system.

active user/user group The user or user group identified as

the current user by user preferences. Determines default

user preferences, dynamic options, access, and file

permissions. You can set the active user to your user name

or any user group to which you belong.

activity-level authorization Defines user access to

applications and the types of activities they can perform on

applications, independent of the data that will be operated

on.

ad hoc report An online analytical query created on-the-fly

by an end user.

adaptive states Interactive Reporting Web Client level of

permission.

adjustment See journal entry (JE).

Advanced Relational Access The integration of a relational

database with an Essbase multidimensional database so that

all data remains in the relational database and is mapped to

summary-level data residing in the Essbase database.

agent An Essbase server process that starts and stops

applications and databases, manages connections from

users, and handles user-access security. The agent is referred

to as ESSBASE.EXE.

aggregate cell A cell comprising several cells. For example,

a data cell that uses Children(Year) expands to four cells

containing Quarter 1, Quarter 2, Quarter 3, and Quarter 4

data.

aggregate function A type of function, such as sum or

calculation of an average, that summarizes or performs

analysis on data.

aggregate limit A limit placed on an aggregated request line

item or aggregated metatopic item.

Glossary 141

aggregate storage database The database storage model

designed to support large-scale, sparsely distributed data

which is categorized into many, potentially large

dimensions. Upper level members and formulas are

dynamically calculated, and selected data values are

aggregated and stored, typically with improvements in

overall aggregation time.

aggregate view A collection of aggregate cells based on the

levels of the members within each dimension. To reduce

calculation time, values are pre-aggregated and stored as

aggregate views. Retrievals then start from aggregate view

totals and add up from there.

aggregation The process of rolling up and storing values in

an aggregate storage database; the stored result of the

aggregation process.

aggregation script In aggregate storage databases only, a

file that defines a selection of aggregate views to be built into

an aggregation.

alias An alternative name. For example, for a more easily

identifiable column descriptor you can display the alias

instead of the member name.

alias table A table that contains alternate names for

members.

alternate hierarchy A hierarchy of shared members. An

alternate hierarchy is based upon an existing hierarchy in a

database outline, but has alternate levels in the dimension.

An alternate hierarchy allows the same data to be seen from

different points of view.

ancestor A branch member that has members below it. For

example, the members Qtr2 and 2006 are ancestors of the

member April.

appender A Log4j term for destination.

application (1) A software program designed to run a

specific task or group of tasks such as a spreadsheet program

or database management system. (2) A related set of

dimensions and dimension members that are used to meet

a specific set of analytical and/or reporting requirements.

application currency The default reporting currency for

the application.

Application Migration Utility A command-line utility for

migrating applications and artifacts.

area A predefined set of members and values that makes up

a partition.

arithmetic data load A data load that performs operations

on values in the database, such as adding 10 to each value.

artifact An individual application or repository item; for

example, scripts, forms, rules files, Interactive Reporting

documents, and financial reports. Also known as an object.

asset account An account type that stores values that

represent a company's assets.

attribute Characteristics of a dimension member. For

example, Employee dimension members may have

attributes of Name, Age, or Address. Product dimension

members can have several attributes, such as a size and

flavor.

attribute association A relationship in a database outline

whereby a member in an attribute dimension describes a

characteristic of a member of its base dimension. For

example, if product 100-10 has a grape flavor, the product

100-10 has the Flavor attribute association of grape. Thus,

the 100-10 member of the Product dimension is associated

with the Grape member of the Flavor attribute dimension.

Attribute Calculations dimension A system-defined

dimension that performs these calculation operations on

groups of members: Sum, Count, Avg, Min, and Max. This

dimension is calculated dynamically and is not visible in the

database outline. For example, using the Avg member, you

can calculate the average sales value for Red products in New

York in January.

attribute dimension A type of dimension that enables

analysis based on the attributes or qualities of dimension

members.

attribute reporting A reporting process based on the

attributes of the base dimension members. See also base

dimension.

attribute type A text, numeric, Boolean, date, or linked-

attribute type that enables different functions for grouping,

selecting, or calculating data. For example, because the

Ounces attribute dimension has the type numeric, the

number of ounces specified as the attribute of each product

can be used to calculate the profit per ounce for that

product.

142 Glossary

authentication Verification of identity as a security

measure. Authentication is typically based on a user name

and password. Passwords and digital signatures are forms

of authentication.

authentication service A core service that manages one

authentication system.

auto-reversing journal A journal for entering adjustments

that you want to reverse in the next period.

automated stage A stage that does not require human

intervention, for example, a data load.

axis (1) A straight line that passes through a graphic used

for measurement and categorization. (2) A report aspect

used to arrange and relate multidimensional data, such as

filters, pages, rows, and columns. For example, for a data

query in Simple Basic, an axis can define columns for values

for Qtr1, Qtr2, Qtr3, and Qtr4. Row data would be retrieved

with totals in the following hierarchy: Market, Product.

backup A duplicate copy of an application instance.

balance account An account type that stores unsigned

values that relate to a particular point in time.

balanced journal A journal in which the total debits equal

the total credits.

bang character (!) A character that terminates a series of

report commands and requests information from the

database. A report script must be terminated with a bang

character; several bang characters can be used within a

report script.

bar chart A chart that can consist of one to 50 data sets,

with any number of values assigned to each data set. Data

sets are displayed as groups of corresponding bars, stacked

bars, or individual bars in separate rows.

base currency The currency in which daily business

transactions are performed.

base dimension A standard dimension that is associated

with one or more attribute dimensions. For example,

assuming products have flavors, the Product dimension is

the base dimension for the Flavors attribute dimension.

base entity An entity at the bottom of the organization

structure that does not own other entities.

batch calculation Any calculation on a database that is

done in batch; for example, a calculation script or a full

database calculation. Dynamic calculations are not

considered to be batch calculations.

batch file An operating system file that can call multiple

ESSCMD scripts and run multiple sessions of ESSCMD. On

Windows-based systems, batch files have BAT file

extensions. On UNIX, batch files are written as a shell script.

batch POV A collection of all dimensions on the user POV

of every report and book in the batch. While scheduling the

batch, you can set the members selected on the batch POV.

batch processing mode A method of using ESSCMD to

write a batch or script file that can be used to automate

routine server maintenance and diagnostic tasks. ESSCMD

script files can execute multiple commands and can be run

from the operating system command line or from within

operating system batch files. Batch files can be used to call

multiple ESSCMD scripts or run multiple instances of

ESSCMD.

block The primary storage unit which is a

multidimensional array representing the cells of all dense

dimensions.

block storage database The Essbase database storage model

categorizing and storing data based on the sparsity of data

values defined in sparse dimensions. Data values are stored

in blocks, which exist only for sparse dimension members

for which there are values.

Blocked Account An account that you do not want

calculated in the consolidated file because you want to enter

it manually.

book A container that holds a group of similar Financial

Reporting documents. Books may specify dimension

sections or dimension changes.

book POV The dimension members for which a book is

run.

bookmark A link to a reporting document or a Web site,

displayed on a personal page of a user. The two types of

bookmarks are My Bookmarks and image bookmarks.

Glossary 143

bounding rectangle The required perimeter that

encapsulates the Interactive Reporting document content

when embedding Interactive Reporting document sections

in a personal page, specified in pixels for height and width

or row per page.

broadcast message A simple text message sent by an

administrator to a user who is logged on to a Planning

application. The message displays information to the user

such as system availability, notification of application

refresh, or application backups.

budget administrator A person responsible for setting up,

configuring, maintaining, and controlling an application.

Has all application privileges and data access permissions.

build method A method used to modify database outlines.

Choice of a build method is based on the format of data in

data source files.

business process A set of activities that collectively

accomplish a business objective.

business rules Logical expressions or formulas that are

created within an application to produce a desired set of

resulting values.

cache A buffer in memory that holds data temporarily.

calc script A set of commands that define how a database

is consolidated or aggregated. A calculation script may also

contain commands that specify allocation and other

calculation rules separate from the consolidation process.

Calculated Accounts You cannot alter the formulas in

Calculated Accounts. These formulas are fixed in order to

maintain the accounting integrity of the model you are

building. For example, the formula for Net Income, a

Calculated Account, is modeled into Strategic Finance and

can not be changed in either historical or forecast periods.

calculated member in MaxL DML A member designed for

analytical purposes and defined in the optional WITH

section of a MaxL DML query.

calculation The process of aggregating data, or of running

a calculation script on a database.

calculation status A consolidation status that indicates that

some values or formula calculations have changed. You

must reconsolidate to get the correct values for the affected

entity.

calendar User-defined time periods and their relationship

to each other. Q1, Q2, Q3, and Q4 comprise a calendar or

fiscal year.

cascade The process of creating multiple reports for a

subset of member values.

Catalog pane Displays a list of elements available to the

active section. If Query is the active section, a list of database

tables is displayed. If Pivot is the active section, a list of

results columns is displayed. If Dashboard is the active

section, a list of embeddable sections, graphic tools, and

control tools are displayed.

categories Groupings by which data is organized. For

example, Month

cause and effect map Depicts how the elements that form

your corporate strategy relate and how they work together

to meet your organization's strategic goals. A Cause and

Effect map tab is automatically created for each Strategy

map.

CDF See custom-defined function (CDF).

CDM See custom-defined macro (CDM).

cell (1) The data value at the intersection of dimensions in

a multidimensional database; the intersection of a row and

a column in a worksheet. (2) A logical group of nodes

belonging to one administrative domain.

cell note A text annotation for a cell in an Essbase database.

Cell notes are a type of LRO.

CHANGED status Consolidation status that indicates data

for an entity has changed.

chart A graphical representation of spreadsheet data. The

visual nature expedites analysis, color-coding, and visual

cues that aid comparisons.

chart template A template that defines the metrics to

display in Workspace charts.

child A member with a parent above it in the database

outline.

144 Glossary

choice list A list of members that a report designer can

specify for each dimension when defining the report's point

of view. A user who wants to change the point of view for a

dimension that uses a choice list can select only the members

specified in that defined member list or those members that

meet the criteria defined in the function for the dynamic list.

clean block A data block that where the database is fully

calculated, if a calculation script calculates all dimensions at

once, or if the SET CLEARUPDATESTATUS command is

used in a calculation script.

cluster An array of servers or databases that behave as a

single resource which share task loads and provide failover

support; eliminates one server or database as a single point

of failure in a system.

clustered bar charts Charts in which categories are viewed

side-by-side; useful for side-by-side category analysis; used

only with vertical bar charts.

code page A mapping of bit combinations to a set of text

characters. Different code pages support different sets of

characters. Each computer contains a code page setting for

the character set requirements of the language of the

computer user. In the context of this document, code pages

map characters to bit combinations for non-Unicode

encodings. See also encoding.

column A vertical display of information in a grid or table.

A column can contain data from one field, derived data from

a calculation, or textual information.

committed access An Essbase Kernel Isolation Level setting

that affects how Essbase handles transactions. Under

committed access, concurrent transactions hold long-term

write locks and yield predictable results.

computed item A virtual column (as opposed to a column

that is physically stored in the database or cube) that can be

calculated by the database during a query, or by Interactive

Reporting Studio in the Results section. Computed items

are calculations of data based on functions, data items, and

operators provided in the dialog box and can be included in

reports or reused to calculate other data.

configuration file The security platform relies on XML

documents to be configured by the product administrator

or software installer. The XML document must be modified

to indicate meaningful values for properties, specifying

locations and attributes pertaining to the corporate

authentication scenario.

connection file See Interactive Reporting connection file

(.oce).

consolidated file (Parent) A file into which all of the

business unit files are consolidated; contains the definition

of the consolidation.

consolidation The process of aggregating data from

dependent entities to parent entities. For example, if the

dimension Year consists of the members Qtr1, Qtr2, Qtr3,

and Qtr4, its consolidation is Year.

consolidation file (*.cns) The consolidation file is a

graphical interface that enables you to add, delete or move

Strategic Finance files in the consolidation process using

either a Chart or Tree view. It also enables you to define and

modify the consolidation.

consolidation rule Identifies the rule that is executed

during the consolidation of the node of the hierarchy. This

rule can contain customer specific formulas appropriate for

the correct consolidation of parent balances. Elimination

processing can be controlled within these rules.

content Information stored in the repository for any type

of file.

context variable A variable that is defined for a particular

task flow to identify the context of the taskflow instance.

contribution The value added to a parent from a child

entity. Each child has a contribution to its parent.

conversion rate See exchange rate.

cookie A segment of data placed on your computer by a

Web site.

correlated subqueries Subqueries that are evaluated once

for every row in the parent query; created by joining a topic

item in the subquery with a topic in the parent query.

Glossary 145

Cost of Debt Value determined by using a weighted average

Yield to Maturity (YTM) of a company's entire debt

portfolio. Use is the current YTM rate rather than the

nominal cost of debt. The coupon rate determines the

interest payment, but it does not always reflect the actual

cost of the company's debt today. As required returns

change, the price of a debt issue also changes so that the

actual interest payments and anticipated proceeds, at

maturity, yield the investors their revised required return.

Therefore, the YTM fully reflects the current return

demanded by debt holders and the rate at which existing

debt would have to be replaced.

Cost of Equity The return an investor expects to earn on

an individual stock. Using the CAPM method, the Cost of

Equity is equal to:

Cost of Preferred Represents the expected return to

preferred stockholders. Like debt, you need to enter the yield

to maturity on preferred stock, but without the tax

shielding.

critical business area (CBA) An individual or a group

organized into a division, region, plant, cost center, profit

center, project team, or process; also called accountability

team or business area.

critical success factor (CSF) A capability that must be

established and sustained to achieve a strategic objective;

owned by a strategic objective or a critical process and is a

parent to one or more actions.

crosstab reporting Categorizes and summarizes data in

table format. The table cells contain summaries of the data

that fit within the intersecting categories. For example, a

crosstab report of product sales information could show size

attributes, such as Small and Large, as column headings and

color attributes, such as Blue and Yellow, as row headings.

The cell in the table where Large and Blue intersect could

contain the total sales of all Blue products that are sized

Large.

cube A block of data that contains three or more

dimensions. An Essbase database is a cube.

currency conversion A process that converts currency

values in a database from one currency into another. For

example, to convert one U. S. dollar into the European euro,

the exchange rate (for example, 0.923702) is multiplied with

the dollar (1* 0.923702). After conversion, the European

euro amount is .92.

Currency Overrides In any input period, the selected input

method can be overridden to enable input of that period's

value as Default Currency/Items. To override the input

method, enter a pound sign (#) either before or after the

number.

currency partition A dimension type that separates local

currency members from a base currency, as defined in an

application. Identifies currency types, such as Actual,

Budget, and Forecast.

custom calendar Any calendar created by an administrator.

custom dimension A dimension created and defined by

users. Channel, product, department, project, or region

could be custom dimensions.

custom property A property of a dimension or dimension

member that is created by a user.

custom report A complex report from the Design Report

module, composed of any combination of components.

custom-defined function (CDF) Essbase calculation

functions developed in Java and added to the standard

Essbase calculation scripting language using MaxL. See also

custom-defined macro (CDM).

custom-defined macro (CDM) Essbase macros written

with Essbase calculator functions and special macro

functions. Custom-defined macros use an internal Essbase

macro language that enables the combination of calculation

functions and they operate on multiple input parameters.

See also custom-defined function (CDF).

cycle through To perform multiple passes through a

database while calculating it.

dashboard A collection of metrics and indicators that

provide an interactive summary of your business.

Dashboards enable you to build and deploy analytic

applications.

data cache A buffer in memory that holds uncompressed

data blocks.

data cell See cell.

data file cache A buffer in memory that holds compressed

data (PAG) files.

146 Glossary

data form A grid display that enables users to enter data

into the database from an interface such as a Web browser,

and to view and analyze data or related text. Certain

dimension member values are fixed, giving users a specific

view into the data.

data function That computes aggregate values, including

averages, maximums, counts, and other statistics, that

summarize groupings of data.

data load rules A set of criteria that determines how to load

data from a text-based file, a spreadsheet, or a relational data

set into a database.

data lock Prevents changes to data according to specified

criteria, such as period or scenario.

data mining The process of searching through an Essbase

database for hidden relationships and patterns in a large

amount of data.

data model A representation of a subset of database tables.

data value See cell.

database connection File that stores definitions and

properties used to connect to data sources and enables

database references to be portable and widely used.

Default Currency Units Define the unit scale of data. For

example, If you select to define your analysis in Thousands,

and enter “10”, this is interpreted as “10,000”.

dense dimension In block storage databases, a dimension

likely to contain data for every combination of dimension

members. For example, time dimensions are often dense

because they can contain all combinations of all members.

Contrast with sparse dimension.

dependent entity An entity that is owned by another entity

in the organization.

descendant Any member below a parent in the database

outline. In a dimension that includes years, quarters, and

months, the members Qtr2 and April are descendants of the

member Year.

Design Report An interface in Web Analysis Studio for

designing custom reports, from a library of components.

destination currency The currency to which balances are

converted. You enter exchange rates and convert from the

source currency to the destination currency. For example,

when you convert from EUR to USD, the destination

currency is USD.

detail chart A chart that provides the detailed information

that you see in a Summary chart. Detail charts appear in the

Investigate Section in columns below the Summary charts.

If the Summary chart shows a Pie chart, then the Detail

charts below represent each piece of the pie.

dimension A data category used to organize business data

for retrieval and preservation of values. Dimensions usually

contain hierarchies of related members grouped within

them. For example, a Year dimension often includes

members for each time period, such as quarters and months.

dimension build The process of adding dimensions and

members to an Essbase outline.

dimension build rules Specifications, similar to data load

rules, that Essbase uses to modify an outline. The

modification is based on data in an external data source file.

dimension tab In the Pivot section, the tab that enables you

to pivot data between rows and columns.

dimension table (1) A table that includes numerous

attributes about a specific business process. (2) In Essbase

Integration Services, a container in the OLAP model for one

or more relational tables that define a potential dimension

in Essbase.

dimension type A dimension property that enables the use

of predefined functionality. Dimensions tagged as time have

a predefined calendar functionality.

dimensionality In MaxL DML, the represented

dimensions (and the order in which they are represented)

in a set. For example, the following set consists of two tuples

of the same dimensionality because they both reflect the

dimensions (Region, Year): { (West, Feb), (East, Mar) }

direct rate A currency rate that you enter in the exchange

rate table. The direct rate is used for currency conversion.

For example, to convert balances from JPY to USD, In the

exchange rate table, enter a rate for the period/scenario

where the source currency is JPY and the destination

currency is USD.

Glossary 147

dirty block A data block containing cells that have been

changed since the last calculation. Upper level blocks are

marked as dirty if their child blocks are dirty (that is, they

have been updated).

display type One of three Web Analysis formats saved to

the repository: spreadsheet, chart, and pinboard.

dog-ear The flipped page corner in the upper right corner

of the chart header area.

domain In data mining, a variable representing a range of

navigation within data.

drill-down Navigation through the query result set using

the dimensional hierarchy. Drilling down moves the user

perspective from aggregated data to detail. For example,

drilling down can reveal hierarchical relationships between

years and quarters or quarters and months.

drill-through The navigation from a value in one data

source to corresponding data in another source.

duplicate alias name A name that occurs more than once

in an alias table and that can be associated with more than

one member in a database outline. Duplicate alias names

can be used with duplicate member outlines only.

duplicate member name The multiple occurrence of a

member name in a database, with each occurrence

representing a different member. For example, a database

has two members named “New York.” One member

represents New York state and the other member represents

New York city.

duplicate member outline A database outline containing

duplicate member names.

Dynamic Calc and Store members A member in a block

storage outline that Essbase calculates only upon the first

retrieval of the value. Essbase then stores the calculated value

in the database. Subsequent retrievals do not require

calculating.

Dynamic Calc members A member in a block storage

outline that Essbase calculates only at retrieval time. Essbase

discards calculated values after completing the retrieval

request.

dynamic calculation In Essbase, a calculation that occurs

only when you retrieve data on a member that is tagged as

Dynamic Calc or Dynamic Calc and Store. The member's

values are calculated at retrieval time instead of being

precalculated during batch calculation.

dynamic hierarchy In aggregate storage database outlines

only, a hierarchy in which members are calculated at

retrieval time.

dynamic member list A system-created named member set

that is based on user-defined criteria. The list is refreshed

automatically whenever it is referenced in the application.

As dimension members are added and deleted, the list

automatically reapplies the criteria to reflect the changes.

dynamic reference A pointer in the rules file to header

records in a data source.

dynamic report A report containing data that is updated

when you run the report.

Dynamic Time Series A process that performs period-to-

date reporting in block storage databases.

dynamic view account An account type indicating that

account values are calculated dynamically from the data that

is displayed.

Eliminated Account An account that does not appear in

the consolidated file.

elimination The process of zeroing out (eliminating)

transactions between entities within an organization.

employee A user responsible for, or associated with,

specific business objects. Employees need not work for an

organization; for example, they can be consultants.

Employees must be associated with user accounts for

authorization purposes.

encoding A method for mapping bit combinations to

characters for creating, storing, and displaying text. Each

encoding has a name; for example, UTF-8. Within an

encoding, each character maps to a specific bit combination;

for example, in UTF-8, uppercase A maps to HEX41. See

also code page and locale.

ending period A period enabling you to adjust the date

range in a chart. For example, an ending period of “month”,

produces a chart showing information through the end of

the current month.

148 Glossary

Enterprise View An Administration Services feature that

enables management of the Essbase environment from a

graphical tree view. From Enterprise View, you can operate

directly on Essbase artifacts.

entity A dimension representing organizational units.

Examples: divisions, subsidiaries, plants, regions, products,

or other financial reporting units.

Equity Beta The riskiness of a stock, measured by the

variance between its return and the market return, indicated

by an index called “beta”. For example, if a stock's return

normally moves up or down 1.2% when the market moves

up or down 1%, the stock has a beta of 1.2.

essbase.cfg An optional configuration file for Essbase.

Administrators may edit this file to customize Essbase

Server functionality. Some configuration settings may also

be used with Essbase clients to override Essbase Server

settings.

EssCell A function entered into an Essbase Spreadsheet

Add-in to retrieve a value representing an intersection of

specific Essbase database members.

ESSCMD A command-line interface for performing

Essbase operations interactively or through batch script

files.

ESSLANG The Essbase environment variable that defines

the encoding used to interpret text characters. See also

encoding.

ESSMSH See MaxL Shell.

exceptions Values that satisfy predefined conditions. You

can define formatting indicators or notify subscribing users

when exceptions are generated.

exchange rate A numeric value for converting one currency

to another. For example, to convert 1 USD into EUR, the

exchange rate of 0.8936 is multiplied with the U.S. dollar.

The European euro equivalent of $1 is 0.8936.

exchange rate type An identifier for an exchange rate.

Different rate types are used because there may be multiple

rates for a period and year. Users traditionally define rates

at period end for the average rate of the period and for the

end of the period. Additional rate types are historical rates,

budget rates, forecast rates, and so on. A rate type applies to

one point in time.

expense account An account that stores periodic and year-

to-date values that decrease net worth if they are positive.

Extensible Markup Language (XML) A language

comprising a set of tags used to assign attributes to data that

can be interpreted between applications according to a

schema.

external authentication Logging on to Oracle's Hyperion

applications with user information stored outside the

applications, typically in a corporate directory such as

MSAD or NTLM.

externally triggered events Non-time-based events for

scheduling job runs.

Extract, Transform, and Load (ETL) Data source-specific

programs for extracting data and migrating it to

applications.

extraction command An Essbase reporting command that

handles the selection, orientation, grouping, and ordering

of raw data extracted from a database; begins with the less

than (<) character.

fact table The central table in a star join schema,

characterized by a foreign key and elements drawn from a

dimension table. This table typically contains numeric data

that can be related to all other tables in the schema.

field An item in a data source file to be loaded into an

Essbase database.

file delimiter Characters, such as commas or tabs, that

separate fields in a data source.

filter A constraint on data sets that restricts values to

specific criteria; for example, to exclude certain tables,

metadata, or values, or to control access.

flow account An unsigned account that stores periodic and

year-to-date values.

folder A file containing other files for the purpose of

structuring a hierarchy.

footer Text or images at the bottom of report pages,

containing dynamic functions or static text such as page

numbers, dates, logos, titles or file names, and author

names.

format Visual characteristics of documents or report

objects.

Glossary 149

formula A combination of operators, functions,

dimension and member names, and numeric constants

calculating database members.

frame An area on the desktop. There are two main areas:

the navigation and workspace frames.

free-form grid An object for presenting, entering, and

integrating data from different sources for dynamic

calculations.

free-form reporting Creating reports by entering

dimension members or report script commands in

worksheets.

function A routine that returns values or database

members.

generation A layer in a hierarchical tree structure that

defines member relationships in a database. Generations are

ordered incrementally from the top member of the

dimension (generation 1) down to the child members.

generation name A unique name that describes a

generation.

generic jobs Non-SQR Production Reporting or non-

Interactive Reporting jobs.

global report command A command in a running report

script that is effective until replaced by another global

command or the file ends.

grid POV A means for specifying dimension members on

a grid without placing dimensions in rows, columns, or page

intersections. A report designer can set POV values at the

grid level, preventing user POVs from affecting the grid. If

a dimension has one grid value, you put the dimension into

the grid POV instead of the row, column, or page.

group A container for assigning similar access permissions

to multiple users.

GUI Graphical user interface

highlighting Depending on your configuration, chart cells

or ZoomChart details may be highlighted, indicating value

status: red (bad), yellow (warning), or green (good).

Historical Average An average for an account over a

number of historical periods.

holding company An entity that is part of a legal entity

group, with direct or indirect investments in all entities in

the group.

host A server on which applications and services are

installed.

host properties Properties pertaining to a host, or if the

host has multiple Install_Homes, to an Install_Home. The

host properties are configured from the LSC.

Hybrid Analysis An analysis mapping low-level data stored

in a relational database to summary-level data stored in

Essbase, combining the mass scalability of relational systems

with multidimensional data.

hyperlink A link to a file, Web page, or an intranet HTML

page.

Hypertext Markup Language (HTML) A programming

language specifying how Web browsers display data.

identity A unique identification for a user or group in

external authentication.

image bookmarks Graphic links to Web pages or

repository items.

IMPACTED status Indicates changes in child entities

consolidating into parent entities.

implied share A member with one or more children, but

only one is consolidated, so the parent and child share a

value.

inactive group A group for which an administrator has

deactivated system access.

inactive service A service suspended from operating.

INACTIVE status Indicates entities deactivated from

consolidation for the current period.

inactive user A user whose account has been deactivated by

an administrator.

income account An account storing periodic and year-to-

date values that, if positive, increase net worth.

index (1) A method where Essbase uses sparse-data

combinations to retrieve data in block storage databases. (2)

The index file.

index cache A buffer containing index pages.

150 Glossary

index entry A pointer to an intersection of sparse

dimensions. Index entries point to data blocks on disk and

use offsets to locate cells.

index file An Essbase file storing block storage data retrieval

information, residing on disk, and containing index pages.

index page A subdivision in an index file. Contains pointers

to data blocks.

input data Data loaded from a source rather than

calculated.

Install_Home A variable for the directory where Oracle's

Hyperion applications are installed. Refers to one instance

of Oracle's Hyperion application when multiple

applications are installed on the same computer.

integration Process that is run to move data between

Oracle's Hyperion applications using Shared Services. Data

integration definitions specify the data moving between a

source application and a destination application, and enable

the data movements to be grouped, ordered, and scheduled.

intelligent calculation A calculation method tracking

updated data blocks since the last calculation.

Interactive Reporting connection file (.oce) Files

encapsulating database connection information, including:

the database API (ODBC, SQL*Net, etc.), database

software, the database server network address, and database

user name. Administrators create and publish Interactive

Reporting connection files (.oce).

intercompany elimination See elimination.

intercompany matching The process of comparing

balances for pairs of intercompany accounts within an

application. Intercompany receivables are compared to

intercompany payables for matches. Matching accounts are

used to eliminate intercompany transactions from an

organization's consolidated totals.

intercompany matching report A report that compares

intercompany account balances and indicates if the

accounts are in, or out, of balance.

interdimensional irrelevance A situation in which a

dimension does not intersect with other dimensions.

Because the data in the dimension cannot be accessed from

the non-intersecting dimensions, the non-intersecting

dimensions are not relevant to that dimension.

intersection A unit of data representing the intersection of

dimensions in a multidimensional database; also, a

worksheet cell.

Investigation See drill-through.

isolation level An Essbase Kernel setting that determines

the lock and commit behavior of database operations.

Choices are: committed access and uncommitted access.

iteration A “pass” of the budget or planning cycle in which

the same version of data is revised and promoted.

Java Database Connectivity (JDBC) A client-server

communication protocol used by Java based clients and

relational databases. The JDBC interface provides a call-

level API for SQL-based database access.

job output Files or reports produced from running a job.

job parameters Reusable, named job parameters that are

accessible only to the user who created them.

jobs Documents with special properties that can be

launched to generate output. A job can contain Interactive

Reporting, SQR Production Reporting, or generic

documents.

join A link between two relational database tables or topics

based on common content in a column or row. A join

typically occurs between identical or similar items within

different tables or topics. For example, a record in the

Customer table is joined to a record in the Orders table

because the Customer ID value is the same in each table.

journal entry (JE) A set of debit/credit adjustments to

account balances for a scenario and period.

JSP Java Server Pages.

latest A Spreadsheet key word used to extract data values

from the member defined as the latest time period.

layer (1) The horizontal location of members in a

hierarchical structure, specified by generation (top down)

or level (bottom up). (2) Position of objects relative to other

objects. For example, in the Sample Basic database, Qtr1 and

Qtr4 are in the same layer, so they are also in the same

generation, but in a database with a ragged hierarchy, Qtr1

and Qtr4 might not be in same layer, though they are in the

same generation.

Glossary 151

legend box A box containing labels that identify the data

categories of a dimension.

level A layer in a hierarchical tree structure that defines

database member relationships. Levels are ordered from the

bottom dimension member (level 0) up to the parent

members.

level 0 block A data block for combinations of sparse, level

0 members.

level 0 member A member that has no children.

liability account An account type that stores “point in

time” balances of a company's liabilities. Examples of

liability accounts include accrued expenses, accounts

payable, and long term debt.

life cycle management The process of managing

application information from inception to retirement.

line chart A chart that displays one to 50 data sets, each

represented by a line. A line chart can display each line

stacked on the preceding ones, as represented by an absolute

value or a percent.

line item detail The lowest level of detail in an account.

link (1) A reference to a repository object. Links can

reference folders, files, shortcuts, and other links. (2) In a

task flow, the point where the activity in one stage ends and

another begins.

link condition A logical expression evaluated by the

taskflow engine to determine the sequence of launching

taskflow stages.

linked data model Documents that are linked to a master

copy in a repository

linked partition A shared partition that enables you to use

a data cell to link two databases. When a user clicks a linked

cell in a worksheet, Essbase opens a new sheet displaying the

dimensions in the linked database. The user can then drill

down those dimensions.

linked reporting object (LRO) A cell-based link to an

external file such as cell notes, URLs, or files with text, audio,

video, or pictures. (Only cell notes are supported for Essbase

LROs in Financial Reporting.)

local currency An input currency type. When an input

currency type is not specified, the local currency matches

the entity's base currency.

local report object A report object that is not linked to a

Financial Reporting report object in Explorer. Contrast with

linked reporting object (LRO).

local results A data model's query results. Results can be

used in local joins by dragging them into the data model.

Local results are displayed in the catalog when requested.

locale A computer setting that specifies a location's

language, currency and date formatting, data sort order, and

the character set encoding used on the computer. Essbase

uses only the encoding portion. See also encoding and

ESSLANG.

locale header record A text record at the beginning of some

non-Unicode-encoded text files, such as scripts, that

identifies the encoding locale.

location alias A descriptor that identifies a data source. The

location alias specifies a server, application, database, user

name, and password. Location aliases are set by DBAs at the

database level using Administration Services Console,

ESSCMD, or the API.

locked A user-invoked process that prevents users and

processes from modifying data

locked data model Data models that cannot be modified by

a user.

LOCKED status A consolidation status indicating that an

entity contains data that cannot be modified.

Log Analyzer An Administration Services feature that

enables filtering, searching, and analysis of Essbase logs.

LRO See linked reporting object (LRO).

LSC services Services configured with the Local Service

Configurator. They include Global Services Manager

(GSM), Local Services Manager (LSM), Session Manager,

Authentication Service, Authorization Service, Publisher

Service, and sometimes, Data Access Service (DAS) and

Interactive Reporting Service.

managed server An application server process running in

its own Java Virtual Machine (JVM).

152 Glossary

manual stage A stage that requires human intervention to

complete.

Map File Used to store the definition for sending data to or

retrieving data from an external database. Map files have

different extensions (.mps to send data; .mpr to retrieve

data).

Map Navigator A feature that displays your current

position on a Strategy, Accountability, or Cause and Effect

map, indicated by a red outline.

Marginal Tax Rate Used to calculate the after-tax cost of

debt. Represents the tax rate applied to the last earned

income dollar (the rate from the highest tax bracket into

which income falls) and includes federal, state and local

taxes. Based on current level of taxable income and tax

bracket, you can predict marginal tax rate.

Market Risk Premium The additional rate of return paid

over the risk-free rate to persuade investors to hold “riskier”

investments than government securities. Calculated by

subtracting the risk-free rate from the expected market

return. These figures should closely model future market

conditions.

master data model An independent data model that is

referenced as a source by multiple queries. When used,

“Locked Data Model” is displayed in the Query section's

Content pane; the data model is linked to the master data

model displayed in the Data Model section, which an

administrator may hide.

mathematical operator A symbol that defines how data is

calculated in formulas and outlines. Can be any of the

standard mathematical or Boolean operators; for example,

+, -, *, /, and %.

MaxL The multidimensional database access language for

Essbase, consisting of a data definition language (MaxL

DDL) and a data manipulation language (MaxL DML). See

also MaxL DDL, MaxL DML, and MaxL Shell.

MaxL DDL Data definition language used by Essbase for

batch or interactive system-administration tasks.

MaxL DML Data manipulation language used in Essbase

for data query and extraction.

MaxL Perl Module A Perl module (essbase.pm) that is part

of Essbase MaxL DDL. This module can be added to the Perl

package to provide access to Essbase databases from Perl

programs.

MaxL Script Editor A script-development environment in

Administration Services Console. MaxL Script Editor is an

alternative to using a text editor and the MaxL Shell for

administering Essbase with MaxL scripts.

MaxL Shell An interface for passing MaxL statements to

Essbase Server. The MaxL Shell executable file is located in

the Essbase bin directory (UNIX: essmsh, Windows:

essmsh.exe).

MDX (multidimensional expression) The language that

give instructions to OLE DB for OLAP- compliant

databases, as SQL is used for relational databases. When you

build the OLAPQuery section's Outliner, Interactive

Reporting Clients translate requests into MDX instructions.

When you process the query, MDX is sent to the database

server, which returns records that answer your query. See

also SQL spreadsheet.

measures Numeric values in an OLAP database cube that

are available for analysis. Measures are margin, cost of goods

sold, unit sales, budget amount, and so on. See also fact

table.

member A discrete component within a dimension. A

member identifies and differentiates the organization of

similar units. For example, a time dimension might include

such members as Jan, Feb, and Qtr1.

member list A named group, system- or user-defined, that

references members, functions, or member lists within a

dimension.

member load In Essbase Integration Services, the process

of adding dimensions and members (without data) to

Essbase outlines.

member selection report command A type of Report

Writer command that selects member ranges based on

outline relationships, such as sibling, generation, and level.

member-specific report command A type of Report Writer

formatting command that is executed as it is encountered

in a report script. The command affects only its associated

member and executes the format command before

processing the member.

Glossary 153

merge A data load option that clears values only from the

accounts specified in the data load file and replaces them

with values in the data load file.

metadata A set of data that defines and describes the

properties and attributes of the data stored in a database or

used by an application. Examples of metadata are

dimension names, member names, properties, time

periods, and security.

metadata sampling The process of retrieving a sample of

members in a dimension in a drill-down operation.

metadata security Security set at the member level to

restrict users from accessing certain outline members.

metaoutline In Essbase Integration Services, a template

containing the structure and rules for creating an Essbase

outline from an OLAP model.

metric A numeric measurement computed from business

data to help assess business performance and analyze

company trends.

migration audit report A report generated from the

migration log that provides tracking information for an

application migration.

migration definition file (.mdf) A file that contains

migration parameters for an application migration,

enabling batch script processing.

migration log A log file that captures all application

migration actions and messages.

migration snapshot A snapshot of an application

migration that is captured in the migration log.

MIME Type (Multipurpose Internet Mail Extension) An

attribute that describes the data format of an item, so that

the system knows which application should open the object.

A file's mime type is determined by the file extension or

HTTP header. Plug-ins tell browsers what mime types they

support and what file extensions correspond to each mime

type.

mining attribute In data mining, a class of values used as a

factor in analysis of a set of data.

minireport A report component that includes layout,

content, hyperlinks, and the query or queries to load the

report. Each report can include one or more minireports.

missing data (#MISSING) A marker indicating that data in

the labeled location does not exist, contains no value, or was

never entered or loaded. For example, missing data exists

when an account contains data for a previous or future

period but not for the current period.

model (1) In data mining, a collection of an algorithm's

findings about examined data. A model can be applied

against a wider data set to generate useful information about

that data. (2) A file or content string containing an

application-specific representation of data. Models are the

basic data managed by Shared Services, of two major types:

dimensional and non-dimensional application objects. (3)

In Business Modeling, a network of boxes connected to

represent and calculate the operational and financial flow

through the area being examined.

monetary A money-related value.

multidimensional database A method of organizing,

storing, and referencing data through three or more

dimensions. An individual value is the intersection point for

a set of dimensions.

named set In MaxL DML, a set with its logic defined in the

optional WITH section of a MaxL DML query. The named

set can be referenced multiple times in the query.

native authentication The process of authenticating a user

name and password from within the server or application.

nested column headings A report column heading format

that displays data from multiple dimensions. For example,

a column heading that contains Year and Scenario members

is a nested column. The nested column heading shows Q1

(from the Year dimension) in the top line of the heading,

qualified by Actual and Budget (from the Scenario

dimension) in the bottom line of the heading.

NO DATA status A consolidation status indicating that

this entity contains no data for the specified period and

account.

non-dimensional model A Shared Services model type that

includes application objects such as security files, member

lists, calculation scripts, and Web forms.

non-unique member name See duplicate member name.

note Additional information associated with a box,

measure, scorecard or map element.

154 Glossary

null value A value that is absent of data. Null values are not

equal to zero.

numeric attribute range A feature used to associate a base

dimension member that has a discrete numeric value with

an attribute that represents a value range. For example, to

classify customers by age, an Age Group attribute dimension

can contain members for the following age ranges: 0-20,

21-40, 41-60, and 61-80. Each Customer dimension

member can be associated with an Age Group range. Data

can be retrieved based on the age ranges rather than on

individual age values.

ODBC Open Database Connectivity. A database access

method used from any application regardless of how the

database management system (DBMS) processes the

information.

OK status A consolidation status indicating that an entity

has already been consolidated, and that data has not

changed below it in the organization structure.

OLAP Metadata Catalog In Essbase Integration Services, a

relational database containing metadata describing the

nature, source, location, and type of data that is pulled from

the relational data source.

OLAP model In Essbase Integration Services, a logical

model (star schema) that is created from tables and columns

in a relational database. The OLAP model is then used to

generate the structure of a multidimensional database.

online analytical processing (OLAP) A multidimensional,

multiuser, client-server computing environment for users

who analyze consolidated enterprise data in real time. OLAP

systems feature drill-down, data pivoting, complex

calculations, trend analysis, and modeling.

Open Database Connectivity (ODBC) Standardized

application programming interface (API) technology that

allows applications to access multiple third-party databases.

organization An entity hierarchy that defines each entity

and their relationship to others in the hierarchy.

origin The intersection of two axes.

outline The database structure of a multidimensional

database, including all dimensions, members, tags, types,

consolidations, and mathematical relationships. Data is

stored in the database according to the structure defined in

the outline.

outline synchronization For partitioned databases, the

process of propagating outline changes from one database

to another database.

P&L accounts (P&L) Profit and loss accounts. Refers to a

typical grouping of expense and income accounts that

comprise a company's income statement.

page A display of information in a grid or table often

represented by the Z-axis. A page can contain data from one

field, derived data from a calculation, or text.

page file Essbase data file.

page heading A report heading type that lists members

represented on the current page of the report. All data values

on the page have the members in the page heading as a

common attribute.

page member A member that determines the page axis.

palette A JASC compliant file with a .PAL extension. Each

palette contains 16 colors that complement each other and

can be used to set the dashboard color elements.

parallel calculation A calculation option. Essbase divides a

calculation into tasks and calculates some tasks

simultaneously.

parallel data load In Essbase, the concurrent execution of

data load stages by multiple process threads.

parallel export The ability to export Essbase data to

multiple files. This may be faster than exporting to a single

file, and it may resolve problems caused by a single data file

becoming too large for the operating system to handle.

parent adjustments The journal entries that are posted to

a child in relation to its parent.

parents The entities that contain one or more dependent

entities that report directly to them. Because parents are

both entities and associated with at least one node, they have

entity, node, and parent information associated with them.

partition area A subcube within a database. A partition is

composed of one or more areas of cells from a portion of

the database. For replicated and transparent partitions, the

number of cells within an area must be the same for the data

source and target to ensure that the two partitions have the

same shape. If the data source area contains 18 cells, the data

target area must also contain 18 cells to accommodate the

number of values.

Glossary 155

partitioning The process of defining areas of data that are

shared or linked between data models. Partitioning can

affect the performance and scalability of Essbase

applications.

pattern matching The ability to match a value with any or

all characters of an item entered as a criterion. Missing

characters may be represented by wild card values such as a

question mark (?) or an asterisk (*). For example, “Find all

instances of apple” returns apple, but “Find all instances of

apple*” returns apple, applesauce, applecranberry, and so

on.

percent consolidation The portion of a child's values that

is consolidated to its parent.

percent control Identifies the extent to which an entity is

controlled within the context of its group.

percent ownership Identifies the extent to which an entity

is owned by its parent.

performance indicator An image file used to represent

measure and scorecard performance based on a range you

specify; also called a status symbol. You can use the default

performance indicators or create an unlimited number of

your own.

periodic value method (PVA) A process of currency

conversion that applies the periodic exchange rate values

over time to derive converted results.

permission A level of access granted to users and groups

for managing data or other users and groups.

persistence The continuance or longevity of effect for any

Essbase operation or setting. For example, an Essbase

administrator may limit the persistence of user name and

password validity.

personal pages A personal window to repository

information. You select what information to display and its

layout and colors.

personal recurring time events Reusable time events that

are accessible only to the user who created them.

personal variable A named selection statement of complex

member selections.

perspective A category used to group measures on a

scorecard or strategic objectives within an application. A

perspective can represent a key stakeholder (such as a

customer, employee, or shareholder/financial) or a key

competency area (such as time, cost, or quality).

pie chart A chart that shows one data set segmented in a pie

formation.

pinboard One of the three data object display types.

Pinboards are graphics, composed of backgrounds and

interactive icons called pins. Pinboards require traffic

lighting definitions.

pins Interactive icons placed on graphic reports called

pinboards. Pins are dynamic. They can change images and

traffic lighting color based on the underlying data values and

analysis tools criteria.

pivot The ability to alter the perspective of retrieved data.

When Essbase first retrieves a dimension, it expands data

into rows. You can then pivot or rearrange the data to obtain

a different viewpoint.

planner Planners, who comprise the majority of users, can

input and submit data, use reports that others create,

execute business rules, use task lists, enable e-mail

notification for themselves, and use Smart View.

planning unit A data slice at the intersection of a scenario,

version, and entity; the basic unit for preparing, reviewing,

annotating, and approving plan data.

plot area The area bounded by X, Y, and Z axes; for pie

charts, the rectangular area surrounding the pie.

plug account An account in which the system stores any

out of balance differences between intercompany account

pairs during the elimination process.

POV (point of view) A feature for working with dimension

members not assigned to row, column, or page axes. For

example, you could assign the Currency dimension to the

POV and select the Euro member. Selecting this POV in data

forms displays data in Euro values.

precalculation Calculating the database prior to user

retrieval.

precision Number of decimal places displayed in numbers.

predefined drill paths Paths used to drill to the next level

of detail, as defined in the data model.

156 Glossary

presentation A playlist of Web Analysis documents,

enabling reports to be grouped, organized, ordered,

distributed, and reviewed. Includes pointers referencing

reports in the repository.

preserve formulas User-created formulas kept within a

worksheet while retrieving data.

primary measure A high-priority measure important to

your company and business needs. Displayed in the

Contents frame.

product In Shared Services, an application type, such as

Planning or Performance Scorecard.

Production Reporting See SQR Production Reporting.

project An instance of Oracle's Hyperion products

grouped together in an implementation. For example, a

Planning project may consist of a Planning application, an

Essbase cube, and a Financial Reporting Server instance.

promote The action to move a data unit to the next review

level, allowing a user having the appropriate access to review

the data. For example, an analyst may promote the data unit

to the next level for his supervisor's review.

promotion The process of transferring artifacts from one

environment or machine to another; for example, from a

testing environment to a production environment.

property A characteristic of an artifact, such as size, type,

or processing instructions.

provisioning The process of granting users and groups

specific access permissions to resources.

proxy server A server acting as an intermediary between

workstation users and the Internet to ensure security.

public job parameters Reusable, named job parameters

created by administrators and accessible to users with

requisite access privileges.

public recurring time events Reusable time events created

by administrators and accessible through the access control

system.

PVA See periodic value method (PVA).

qualified name A member name in a qualified format that

differentiates duplicate member names in a duplicate

member outline. For example, [Market].[East].[State].

[New York] or [Market].[East].[City].[New York]

query Information requests from data providers. For

example, used to access relational data sources.

query governor An Essbase Integration Server parameter

or Essbase Server configuration setting that controls the

duration and size of queries made to data sources.

range A set of values including upper and lower limits, and

values falling between limits. Can contain numbers,

amounts, or dates.

reconfigure URL URL used to reload servlet configuration

settings dynamically when users are already logged on to the

Workspace.

record In a database, a group of fields making up one

complete entry. For example, a customer record may

contain fields for name, address, telephone number, and

sales data.

recurring template A journal template for making identical

adjustments in every period.

recurring time event An event specifying a starting point

and the frequency for running a job.

redundant data Duplicate data blocks that Essbase retains

during transactions until Essbase commits updated blocks.

regular journal A feature for entering one-time

adjustments for a period. Can be balanced, balanced by

entity, or unbalanced.

Related Accounts The account structure groups all main

and related accounts under the same main account number.

The main account is distinguished from related accounts by

the first suffix of the account number.

relational database A type of database that stores data in

related two-dimensional tables. Contrast with

multidimensional database.

replace A data load option that clears existing values from

all accounts for periods specified in the data load file, and

loads values from the data load file. If an account is not

specified in the load file, its values for the specified periods

are cleared.

replicated partition A portion of a database, defined

through Partition Manager, used to propagate an update to

data mastered at one site to a copy of data stored at another

site. Users can access the data as though it were part of their

local database.

Glossary 157

Report Extractor An Essbase component that retrieves

report data from the Essbase database when report scripts

are run.

report object In report designs, a basic element with

properties defining behavior or appearance, such as text

boxes, grids, images, and charts.

report script A text file containing Essbase Report Writer

commands that generate one or more production reports.

Report Viewer An Essbase component that displays

complete reports after report scripts are run.

reporting currency The currency used to prepare financial

statements, and converted from local currencies to

reporting currencies.

repository Stores metadata, formatting, and annotation

information for views and queries.

resources Objects or services managed by the system, such

as roles, users, groups, files, and jobs.

restore An operation to reload data and structural

information after a database has been damaged or

destroyed, typically performed after shutting down and

restarting the database.

restructure An operation to regenerate or rebuild the

database index and, in some cases, data files.

result frequency The algorithm used to create a set of dates

to collect and display results.

review level A Process Management review status indicator

representing the process unit level, such as Not Started, First

Pass, Submitted, Approved, and Published.

Risk Free Rate The rate of return expected from “safer”

investments such as long-term U.S. government securities.

role The means by which access permissions are granted to

users and groups for resources.

roll-up See consolidation.

root member The highest member in a dimension branch.

row heading A report heading that lists members down a

report page. The members are listed under their respective

row names.

RSC services Services that are configured with Remote

Service Configurator, including Repository Service, Service

Broker, Name Service, Event Service, and Job Service.

rules User-defined formulas.

runtime prompt A variable that users enter or select before

a business rule is run.

sampling The process of selecting a representative portion

of an entity to determine the entity's characteristics. See also

metadata sampling.

saved assumptions User-defined Planning assumptions

that drive key business calculations (for example, the cost

per square foot of office floor space).

scale The range of values on the Y axis of a chart.

scaling Scaling determines the display of values in whole

numbers, tens, hundreds, thousands, millions, and so on.

scenario A dimension for classifying data (for example,

Actuals, Budget, Forecast1, and Forecast2).

schedule Specify the job that you want to run and the time

and job parameter list for running the job.

scope The area of data encompassed by any Essbase

operation or setting; for example, the area of data affected

by a security setting. Most commonly, scope refers to three

levels of granularity, where higher levels encompass lower

levels. From highest to lowest, these levels are as follows: the

entire system (Essbase Server), applications on Essbase

Server, or databases within Essbase Server applications. See

also persistence.

score The level at which targets are achieved, usually

expressed as a percentage of the target.

scorecard Business Object that represents the progress of

an employee, strategy element, or accountability element

toward goals. Scorecards ascertain this progress based on

data collected for each measure and child scorecard added

to the scorecard.

scorecard report A report that presents the results and

detailed information about scorecards attached to

employees, strategy elements, and accountability elements.

158 Glossary

secondary measure A low-priority measure, less important

than primary measures. Secondary measures do not have

Performance reports but can be used on scorecards and to

create dimension measure templates.

Section pane Lists all sections that are available in the

current Interactive Reporting Client document.

security agent A Web access management provider (for

example, Netegrity SiteMinder) that protects corporate

Web resources.

security platform A framework enabling Oracle's

Hyperion applications to use external authentication and

single sign-on.

serial calculation The default calculation setting Essbase

divides a calculation pass into tasks and calculates one task

at a time.

services Resources that enable business items to be

retrieved, changed, added, or deleted. Examples:

Authorization and Authentication.

servlet A piece of compiled code executable by a Web

server.

Servlet Configurator A utility for configuring all locally

installed servlets.

session The time between login and logout for a user

connected to Essbase Server.

set In MaxL DML, a required syntax convention for

referring to a collection of one or more tuples. For example,

in the following MaxL DML query, SELECT { [100-10] }

ON COLUMNS FROM Sample.Basic { [100-10] } is a set.

shared member A member that shares storage space with

another member of the same name, preventing duplicate

calculation of members that occur multiple times in an

Essbase outline.

Shared Services Application enabling users to share data

between supported Oracle's Hyperion products by

publishing data to Shared Services and running data

integrations.

sibling A child member at the same generation as another

child member and having the same immediate parent. For

example, the members Florida and New York are children

of East and each other's siblings.

single sign-on Ability to access multiple Oracle's Hyperion

products after a single login using external credentials.

slicer In MaxL DML, the section at the end of a query that

begins with and includes the keyword WHERE.

smart tags Keywords in Microsoft Office applications that

are associated with predefined actions available from the

Smart Tag menu. In Oracle's Hyperion applications, smart

tags can also be used to import Reporting and Analysis

content, and access Financial Management and Essbase

functions.

SmartCut A link to a repository item, in URL form.

snapshot Read-only data from a specific time.

source currency The currency from which values originate

and are converted through exchange rates to the destination

currency.

sparse dimension In block storage databases, a dimension

unlikely to contain data for all member combinations when

compared to other dimensions. For example, not all

customers have data for all products.

SPF files Printer-independent files created by a SQR

Production Reporting server, containing a representation

of the actual formatted report output, including fonts,

spacing, headers, footers, and so on.

Spotlighter A tool that enables color coding based on

selected conditions.

SQL spreadsheet A data object that displays the result set

of a SQL query.

SQR Production Reporting A specialized programming

language for data access, data manipulation, and creating

SQR Production Reporting documents.

stacked charts A chart where the categories are viewed on

top of one another for visual comparison. This type of chart

is useful for subcategorizing within the current category.

Stacking can be used from the Y and Z axis in all chart types

except pie and line. When stacking charts the Z axis is used

as the Fact/Values axis.

stage A task description that forms one logical step within

a taskflow, usually performed by an individual. A stage can

be manual or automated.

Glossary 159

stage action For automated stages, the invoked action that

executes the stage.

standard dimension A dimension that is not an attribute

dimension.

standard journal template A journal function used to post

adjustments that have common adjustment information for

each period. For example, you can create a standard

template that contains the common account IDs, entity IDs,

or amounts, then use the template as the basis for many

regular journals.

Standard Template The Standard template is the basis for

the basic Strategic Finance file. The Standard template

contains all default settings. All new files are created from

the Standard template unless another template is selected.

Start in Play The quickest method for creating a Web

Analysis document. The Start in Play process requires you

to specify a database connection, then assumes the use of a

spreadsheet data object. Start in Play uses the highest

aggregate members of the time and measures dimensions to

automatically populate the rows and columns axes of the

spreadsheet.

Status bar The status bar at the bottom of the screen

displays helpful information about commands, accounts,

and the current status of your data file.

stored hierarchy In aggregate storage databases outlines

only. A hierarchy in which the members are aggregated

according to the outline structure. Stored hierarchy

members have certain restrictions, for example, they cannot

contain formulas.

strategic objective (SO) A long-term goal defined by

measurable results. Each strategic objective is associated

with one perspective in the application, has one parent, the

entity, and is a parent to critical success factors or other

strategic objectives.

Strategy map Represents how the organization

implements high-level mission and vision statements into

lower-level, constituent strategic goals and objectives.

structure view Displays a topic as a simple list of

component data items.

Structured Query Language A language used to process

instructions to relational databases.

Subaccount Numbering A system for numbering

subaccounts using non-sequential, whole numbers.

subscribe Flags an item or folder to receive automatic

notification whenever the item or folder is updated.

Summary chart In the Investigates Section, rolls up detail

charts shown below in the same column, plotting metrics at

the summary level at the top of each chart column.

super service A special service used by the

startCommonServices script to start the RSC services.

supervisor A user with full access to all applications,

databases, related files, and security mechanisms for a

server.

supporting detail Calculations and assumptions from

which the values of cells are derived.

suppress rows Excludes rows containing missing values,

and underscores characters from spreadsheet reports.

symmetric multiprocessing (SMP) A server architecture

that enables multiprocessing and multithreading.

Performance is not significantly degraded when a large

number of users connect to an single instance

simultaneously.

sync Synchronizes Shared Services and application models.

synchronized The condition that exists when the latest

version of a model resides in both the application and in

Shared Services. See also model.

system extract Transfers data from an application's

metadata into an ASCII file.

tabs Navigable views of accounts and reports in Strategic

Finance.

target Expected results of a measure for a specified period

of time (day, quarter, etc.,)

task list A detailed status list of tasks for a particular user.

taskflow The automation of a business process in which

tasks are passed from one taskflow participant to another

according to procedural rules.

160 Glossary

taskflow definition Represents business processes in the

taskflow management system. Consists of a network of

stages and their relationships; criteria indicating the start

and end of the taskflow; and information about individual

stages, such as participants, associated applications,

associated activities, and so on.

taskflow instance Represents a single instance of a taskflow

including its state and associated data.

taskflow management system Defines, creates, and

manages the execution of a taskflow including: definitions,

user or application interactions, and application

executables.

taskflow participant The resource who performs the task

associated with the taskflow stage instance for both manual

and automated stages.

Taxes - Initial Balances Strategic Finance assumes that the

Initial Loss Balance, Initial Gain Balance and the Initial

Balance of Taxes Paid entries have taken place in the period

before the first Strategic Finance time period.

TCP/IP See Transmission Control Protocol/Internet Protocol

(TCP/IP).

template A predefined format designed to retrieve

particular data consistently.

time dimension Defines the time period that the data

represents, such as fiscal or calendar periods.

time events Triggers for execution of jobs.

time scale Displays metrics by a specific period in time,

such as monthly or quarterly.

time series reporting A process for reporting data based on

a calendar date (for example, year, quarter, month, or

week).

Title bar Displays the Strategic Finance name, the file

name, and the scenario name Version box.

token An encrypted identification of one valid user or

group on an external authentication system.

top and side labels Column and row headings on the top

and sides of a Pivot report.

top-level member A dimension member at the top of the

tree in a dimension outline hierarchy, or the first member

of the dimension in sort order if there is no hierarchical

relationship among dimension members. The top-level

member name is generally the same as the dimension name

if a hierarchical relationship exists.

trace level Defines the level of detail captured in the log file.

traffic lighting Color-coding of report cells, or pins based

on a comparison of two dimension members, or on fixed

limits.

transformation (1) Transforms artifacts so that they

function properly in the destination environment after

application migration. (2) In data mining, modifies data

(bidirectionally) flowing between the cells in the cube and

the algorithm.

translation See currency conversion.

Transmission Control Protocol/Internet Protocol (TCP/

IP) A standard set of communication protocols linking

computers with different operating systems and internal

architectures. TCP/IP utilities are used to exchange files,

send mail, and store data to various computers that are

connected to local and wide area networks.

transparent login Logs in authenticated users without

launching the login screen.

transparent partition A shared partition that enables users

to access and change data in a remote database as though it

is part of a local database

triangulation A means of converting balances from one

currency to another via a third common currency. In

Europe, this is the euro for member countries. For example,

to convert from French franc to Italian lira, the common

currency is defined as European euro. Therefore, in order

to convert balances from French franc to Italian lira,

balances are converted from French franc to European euro

and from European euro to Italian lira.

triggers An Essbase feature whereby data is monitored

according to user-specified criteria which when met cause

Essbase to alert the user or system administrator.

trusted password A password that enables users

authenticated for one product to access other products

without reentering their passwords.

Glossary 161

trusted user Authenticated user

tuple MDX syntax element that references a cell as an

intersection of a member from each dimension. If a

dimension is omitted, its top member is implied. Examples:

(Jan); (Jan, Sales); ( [Jan], [Sales], [Cola], [Texas], [Actual] )

two-pass An Essbase property that is used to recalculate

members that are dependent on the calculated values of

other members. Two-pass members are calculated during a

second pass through the outline.

unary operator A mathematical indicator (+, -, *, /, %)

associated with an outline member. The unary operator

defines how the member is calculated during a database roll-

up.

Unicode-mode application An Essbase application

wherein character text is encoded in UTF-8, enabling users

with computers set up for different languages to share

application data.

unique member name A non-shared member name that

exists only once in a database outline.

unique member outline A database outline that is not

enabled for duplicate member names.

upper-level block A type of data block wherein at least one

of the sparse members is a parent-level member.

user directory A centralized location for user and group

information. Also known as a repository or provider.

user variable Dynamically renders data forms based on a

user's member selection, displaying only the specified

entity. For example, user variable named Department

displays specific departments and employees.

user-defined attribute (UDA) User-defined attribute,

associated with members of an outline to describe a

characteristic of the members. Users can use UDAs to return

lists of members that have the specified UDA associated with

them.

user-defined member list A named, static set of members

within a dimension defined by the user.

validation A process of checking a business rule, report

script, or partition definition against the outline to make

sure that the object being checked is valid.

value dimension Used to define input value, translated

value, and consolidation detail.

variance Difference between two values (for example,

planned and actual value).

version Possible outcome used within the context of a

scenario of data. For example, Budget - Best Case and

Budget - Worst Case where Budget is scenario and Best Case

and Worst Case are versions.

view Representation of either a year-to-date or periodic

display of data.

visual cue A formatted style, such as a font or a color, that

highlights specific types of data values. Data values may be

dimension members; parent, child, or shared members;

dynamic calculations; members containing a formula; read

only data cells; read and write data cells; or linked objects.

Web server Software or hardware hosting intranet or

Internet Web pages or Web applications.

weight Value assigned to an item on a scorecard that

indicates the relative importance of that item in the

calculation of the overall scorecard score. The weighting of

all items on a scorecard accumulates to 100%. For example,

to recognize the importance of developing new features for

a product, the measure for New Features Coded on a

developer's scorecard would be assigned a higher weighting

than a measure for Number of Minor Defect Fixes.

wild card Character that represents any single character (?)

or group of characters (*) in a search string.

WITH section In MaxL DML, an optional section of the

query used for creating re-usable logic to define sets or

members. Sets or custom members can be defined once in

the WITH section, and then referenced multiple times

during a query.

workbook An entire spreadsheet file with many

worksheets.

write-back The ability for a retrieval client, such as a

spreadsheet, to update a database value.

ws.conf A configuration file for Windows platforms.

wsconf_platform A configuration file for UNIX platforms.

XML See Extensible Markup Language (XML).

162 Glossary

Y axis scale Range of values on Y axis of charts displayed in

Investigate Section. For example, use a unique Y axis scale

for each chart, the same Y axis scale for all Detail charts, or

the same Y axis scale for all charts in the column. Often,

using a common Y axis improves your ability to compare

charts at a glance.

Zero Administration Software tool that identifies version

number of the most up-to-date plug-in on the server.

zoom Sets the magnification of a report. For example,

magnify a report to fit whole page, page width, or percentage

of magnification based on 100%.

ZoomChart Used to view detailed information by

enlarging a chart. Enables you to see detailed numeric

information on the metric that is displayed in the chart.

Glossary 163

164 Glossary

Index

Aaccessing

Employee Performance Reports, 64Forums and notes, 101Initiative Report, 70Measure Performance Report, 45Measure Result Collection Report, 69Scorecard Details Report, 57Scorecard Performance Report, 56

Accountability Element Scorecard Reportaccessing trend data, 62graphing scorecard data, 59working with notes, 63

Accountability mapoverview, 80viewing, 81

Active Alerts Report, 68Alerter, 11alerts

copying, 128creating, 111creating for initiatives, 119deleting, 128dynamic variables, 125inherited attributes, 110notification, 134one-step subscription, 130overview, 109receiving and responding to notifications, 134security role, 110subscribing, 129work area, 27

annotationscreating, 103deleting, 105modifying, 104overview, 106

Assumed measure values, 45

CComposite View, 45

annotations pane, 19customize, 23initiatives pane, 22layout, 24show or hide, 23Trend Chart, 21trend table, 20

context menu, 31copying alerts, 128creating

initiative alerts, 119measure alerts, 111notes, 97, 98scorecard alerts, 116

customizing reportsEmployee Profile Report, 74Initiative Status Report, 75Result Collection Report, 74Scorecard Performance Report, 73

EEdit Details Layout , 24Employee Profile report, 63

Accountability tab, 66, 68customizing, 74description, 63graphing employee scorecard data, 66viewing employee responsibility, 65

employee, accessing scorecard, 65entering

measure results, 50measure targets, 53

Ffavorites

A C E F G H I L M N O P R S T V W

Index 165

creating, 39deleting, 40editing, 39setting, 38

Forum tab, description, 27Frequently asked questions, 137

Gglobal preferences, setting, 33graphing

accountability and strategy element scorecard data,59

employee scorecard data, 66measure data, 49

Hhome menu links, 36

Iinitiative category

create, 86Initiative Status Report

customizing, 75using, 69

initiative viewscustomizing, 94filtering, 95

initiativescreating alerts, 119filtering, 29initiative types, 87modifying or deleting, 87overview, 10updating, 90

Llocked measures, 51

Mmap element performance indicators, 82Map navigator, 81Maps

overview, 79viewing, 81work area, 27

mastheadshow or hide, 38

measure alerts, 115creating, 111

measure data confidence indicator, 43Measure Details Report

accessing, 46customizing, 49

Measure Performance Reportentering results, 50

Measure Performance reportChart tab, 49customizing, 72General tab, 46identifying measure use, 55Results tab, 50

Measuresassumed and non-existent values, 45composite, 10dimensional, 10entering or modifying results, 69, 70entering target values, 53filtering, 27, 29locked, 51overview, 10use of, 55

modifyinginitiatives, 90

My View Pane, 18

Nnotes

creating, 97, 98, 100overview, 11reading and replying, 55searching, 102

Ooffset reporting date, 36

Ppassword

changing, 37personal alert, 110preferences, 31

measure data confidence, 43


166 Index

show or hide Masthead, 38show or hide the View Pane, 38system-wide, 34

preferences, setting, 33public alert, 110

Rreplying to notes, 99, 101reporting date, 36Reports, 45

customizing, 71Employee Profile, 63exporting to Microsoft Excel, 76Initiative Status, 69Measure Details, 46Measure Performance, 45Scorecard , 57Scorecard Performance, 56Strategy Report, 76

Reports work area, description, 27responding to alerts, 134Result Collection Report

customizing, 74entering or modifying results, 69, 70

Results and Targets tab, 54results, entering, 70

SScorecard Performance Report

about, 55accessing general information, 58Chart tab, 59customizing, 73General tab, 58graphing scorecard data, 59Trending Table tab, 62viewing historic trend data, 62

scorecardsfiltering, 28

search, 30searching notes, 102security roles, 12sticky links, 36Strategy map

overview, 80viewing, 81

Strategy Reportcustomizing, 76

Strategy tree, 10overview, 80viewing, 81

subscribing to alerts, 129subscriptions

disabling, 132enabling, 132

system defaults, 34

Ttargets, specifying, 53Trend Chart , 21Trend Table Pane

customizing, 21overview, 20

trending tablesaccessing, 68

VView Pane

show or hide, 38

WWork areas

Alerts, 27Forum, 27Maps, 27Reports, 27


Index 167


168 Index