Analyzing the data in a scorecard is how the success of a result or program is determined. The indicators and performance measures added to a scorecard’s result or program containers are where this data is entered.
This article discusses how to manually enter data for a measure. You can also create calculated data values and forecast values.
Note: Users with admin permission can also import data. Compyle users can have survey data auto-populate into a Scorecard measure.
There are two ways to access a measure’s data window.
When viewing the scorecard, click the icon for the measure whose data you want to enter, and choose Add Data Values.
Or you can view the measure, and click Edit / Data.
To add data rows, click the Add icon for Future and / or Prior. Rows are added according to the measure’s frequency, such as monthly or annually. In this example, the measure uses a custom frequency created for school semesters, with dates in December and June each year.
Enter the Actual Value data for each cell for which data is available. (If your data is in an external spreadsheet, you can copy a column of data and paste the column into this table, taking care to copy in the correct cells.) If you want the data graph to show a comparison of actual data to target data, be sure to fill in Target Data values. You can optionally establish a Baseline, which can be any time period in the table. If no baseline is selected, the oldest data will be the default baseline.
Use the Comment column for notes on individual data points; the comments will be included in the popup that appears when hovering on a data point in the graph. You can also reference where the data came from in the Data Source field.
Note: Users with admin permission can add an additional, custom column to all measures, which can be used to enter custom text.
Click Save when finished, and the data is presented in a line or bar graph. The Data section on the right presents statistics on the entered values.
You can add or edit data by clicking Edit Data again, change graph settings, and continue editing the other parts of the measure.
When viewing any scorecard that includes this measure, the data summary appears for that measure.
Expanding the measure presents the data graph, as well as the complete data table.
