Scorecard editor: Custom View tab

Use this tab of the "Scorecard editor" to create, view, and edit a custom view.

For more information, see:

Components

Diagram

Use the "Custom View tab: Diagram tab" to create a diagram that shows a personalized view of your business data.

Details

Use the "Custom View tab: Details tab" to specify supporting information for a custom view.

Toolbar

This toolbar contains the following buttons:

Save — Use this button to save the custom view.
Save As — Use this button to display the "Save As dialog", where you save the custom view with another name.
Contact Owner — Use this button to display the "Contact Owner dialog", where you can contact the business owner of the custom view.
Zoom In — Use this button to enlarge the view of the diagram.
Zoom Out — Use this button to minimize the view of the diagram.
Properties — Use this button to display the "Custom View Properties dialog", where you specify a background image, a background color, or both for the diagram.
Display As — Use the (Full, Simple, and Property) buttons to specify how you want each objective or KPI to be displayed on the diagram. For each objective or KPI, select it on the diagram and then:
- Click Full to display the full version.
- Click Simple to display the simple version.
- Click Property to display it as one of its properties and then select one of these options:
  - Name — Full name.
  - Icon — The icon used to represent an objective or KPI.
  - Status — Current performance status or level (Warning, for example).
  - Trend — An icon indicating if the performance has improved or declined, is good or bad, or has remained the same since the previous comparison period. Only select this if trending is enabled for this node.
  - Value — Current value.
  - Target — The desired value.
  - Variance — Value by which the actual value differs from the target.
  - % Variance — Percent by which the actual value differs from the target.
  - Change — Value by which the actual value differs from that in a previous period.
  - % Change — Percent by which the actual value differs from that in a previous period.