New Scorecard Features

Last Updated: Monday, January 14, 2013 by Eleanor Alner

There are now 4 types of scorecard that you can add to your dashboard.

A ‘Latest Data % Change Scorecard’ will always show the latest available value of your KPI and will display the last (latest) date of that value along with the previous value and the %Change. Where there is a linked target column, its value will also be shown along with the %Target met.

A ‘Latest Data Delta Change Scorecard’ shows the same as the ‘%Change’ scorecard but instead shows the ‘DChg’ i.e. the increase or decrease in value from the ‘Prev’ to ‘Last’ values and the difference between the ‘DTarget’ value and the ‘Last’ value.

A ‘Latest Data – Weighted, Balanced Scorecard’ enables you to apply a weighting to each of the KPI’s.

A ‘YTD Data – Weighted, Balanced Scorecard’ shows the same as the above but using year to date data.

There are also some new options/buttons to use on a scorecard.

The ‘Grouping’ button lets you summarise your data into larger date periods, eg monthly to quarterly. Note you can’t summarise down, eg month to week.

The ‘Filter’ will be enabled if you are using a column from a ‘Categorised’ table. You can use it to select a specific value from a list.

The ‘Make “Prev” show last year’ box if ticked (checked) enables you to compare, eg the value this year with that for the same period last year.

Here are some examples of the options above that will use data like that below.

https://www.targetdashboard.com/nlimages/sales_table.png

The scorecard below is showing the latest data for the ‘Number of Sales’ KPI that has been input along with the previous value – it has totaled all the entries for April 12 and March 12.

https://www.targetdashboard.com/nlimages/scorecard_month_good.png

This is how the same scorecard looks if the ‘Grouping’ is set to ‘Yearly’. Now the scorecard is displaying the total for 2012 and for 2011.

https://www.targetdashboard.com/nlimages/scorecard_year_bad.png

This is how the same scorecard looks with the ‘Make “Prev” show last year’ box ticked. Now the scorecard is displaying the total for April 2012 and April 2011. Note that if you have more than one KPI on your scorecard, all of them will be changed to make the previous value equal to last year’s value.

https://www.targetdashboard.com/nlimages/scorecard_prevyear.png

Finally here is what the scorecard would look like if a filter was set to only show Fred’s sales.

https://www.targetdashboard.com/nlimages/scorecard_filter.png

The great thing about a scorecard is that you can add more than one KPI to it and, if you wanted, you can also add the same column more than once but set to show as grouped or filtered.