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Entering or Editing Data Values and Target Values for a Measure

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 start dates of December and June 15 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. You can also reference where the data came from in the Data Source field.

Note: Users with admin permission can add an additional column to all measures, which can be used to enter custom text.

Click Save when finished, and the data is presented in a line graph. The Data section on the right presents a table of 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.

For calculated measures, users can Edit Disaggregated Child Measures in bulk.
When viewing a scorecard, users can update all child measures for a calculation in one place by clicking on the measure icon to access the "Edit Disaggregated Values"  shortcut. 
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Once the user clicks the"Edit Disaggregated Values" they will be taken to the edit page for all of the child measures. The user can choose to expand the data entry grid for each measure by clicking the "+" symbol next to the measure. The user will need to click the "Save" button that aligns with each child measure to ensure they're data entry is saved. Once the user has finished updating all of the sections and saving each section, they can then return to the scorecard view by clicking "Back to Scorecard".
If a measure cannot be edited it will display a "Not Editable" message and is not editable because it is used in another calculation, is part of a locked scorecard or is shared from a different instance.
Collapsed view
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Expanded view
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