Working with Scorecard Objects

The following scorecard objects can be added to a dashboard by the content designer:

• Cause & effect maps. See "What Are Cause & Effect Maps?"

• Custom views. See "What Are Custom Views?"

• Strategy maps. See "What Are Strategy Maps?"

• Strategy trees. See "What Are Strategy Trees?"

• KPI watchlists. See "What Are KPI Watchlists?"

• Smart watchlists. See "What Are Smart Watchlists?"

See "Adding Content to Dashboards" for additional information on adding a scorecard object to a dashboard.

As you work with scorecard objects, keep the following information in mind:

• If a dimension is not pinned, you can populate it by a prompt, if one is provided. See "What Are Dimensions and Pinned Dimension Values?" for additional information on dimensions.

• There are two types of diagrams for a strategy tree:

  • Strategy tree diagram. See "Understanding a Strategy Tree Diagram" for additional information.

  • Contribution wheel diagram. See "Understanding a Contribution Wheel Diagram" for additional information.

  You can toggle between the two by right-clicking in the background area of the strategy tree and selecting either View as Tree Diagram or View as Wheel Diagram.

• If the content designer saved the smart watchlist with the Filter pane displayed as a:

  • Control panel, you can specify filter criteria to dynamically change what is shown in the smart watchlist.

  • Text summary, you can view a read-only summary of the current filter criteria.

  Note that the content designer also has the option to hide the Filter pane.

• In Accessibility mode:

  • Views (that is, cause & effect maps, custom views, strategy maps, and strategy trees) are rendered as watchlists. See "Watchlists" for additional information.

  • The Print function is disabled.