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Adaptive Planning
Last Updated: 2023-06-23
Example: Create a Scorecard to Visualize Production Data

Example: Create a Scorecard to Visualize Production Data

A scorecard helps to answer "how are we doing?" You can add a scorecard to a dashboard to present business performance in a concise visualization.
You will create a production scorecard by changing the default scored template:
Example Scorecard Showing Financial Metric

Learn more about the Concept: Scorecard template and default settings.
You need:
  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
You will learn how to create three sections with columns that visualize plan-to-actuals for the current period, year-to-date, and a forecast. This walkthrough uses the default version
Working Budget,
 and
additional versions for
Actuals,
 and
Forecast.
 And the following custom accounts for operational metrics:
  • Availability
  • Downtime
  • Overall Equipment Effectiveness
Your versions and data sources may be different than the ones illustrated in this example.

Navigation

Open the perspective, open the dashboard, and click
Edit
 to create a chart.

Create a Scorecard

These steps explain how to create a scorecard and add an account to the chart. After completing these steps, the scorecard will look like:
Create a scorecard.
  1. On the left panel, select the
    Charts
     button to choose a chart. Drag and drop the
    Scorecard
     chart to add the scorecard to your dashboard.
  2. Select the
    Accounts
     button to choose accounts. Drag and drop the
    Custom > Operational Metrics > Availability
     account to the scorecard. The scorecard template populates the chart with default sections and columns.
  3. In the right panel, click the
    Appearance Settings
     button to change the Appearance settings.
  4. Expand the
    General
     section and change the name to
    Production Scorecard.

Change the Scorecard Sections

In this step, you will reorganize the scorecard:
  • Delete the quarter section.
  • Change the data range of the Year section.
  • Add a section for forecast.
After completing these steps, the scorecard will look like:
Change scorecard sections.
Remove a Section
  1. Click the
    Appearance Settings
     button and expand
    Sections
    .
  2. Select
    X
     next to the
    Quarter
    section:
Delete Quarter Section
A confirmation displays.
Change the Data Range in the Year Section
You will change the Year section to show year-to-date.
  1. With
    Sections expanded,
    expand the Year section, and rename the section to
    YTD
    .
  2. In the Year section, change the Data Range to
    To Date
     for the Actuals, Budget, and Variance columns in the Year section. The scorecard displays the YTD section name and the date format for the Actuals and Budget columns changes to
    2019 PTD
     to indicate to-date data.
  3. In the Year section, change the format of the micro chart:
    1. Time Alignment: Trailing
    2. Period Count: 4
    3. Period: Quarter
    4. Data Range: To Date
    5. Chart: Line

Add a Section to Show a Forecast and Finish

You will add a single column section that represents a forecast. As a last optional step, add two more accounts. After completing these steps, the score will look like:
Scorecard after adding a forecast section and more data series
  1. Click the
    Appearance Settings
     button and expand
    Sections
    .
  2. Select the
    New Section
     button to create a new section: Plus icon to add new sections
  3. Expand the new section and rename to
    Forecast.
  4. Expand the column,
    Value
    . Change the settings to show the forecast for next year:
    • Version:
      Forecast
    • Time Alignment:
      Next
    • Period:
      Year
    • Offset Count:
      1
      (sets the relative period to 1 year in the future based on the current period)
    • Keep all other defaults
      The column header in the scorecard changes to
      <YYYY> Forecast
      .
  5. Optionally add few more data series, such as
    Downtime
     and
    Overall Equipment Efficiency
    . Two ways to add more data series:
    • From the Data Settings tab, select the
      Add
       icon and select an account.
    • From the Accounts tab in left panel.
    You can always add all data series when you first create the scorecard. For your first scorecard, start with one data series to reduce clutter and help you focus designing the chart. Once you get close the final design, add the other data series.
This completes this walkthrough.