To view an indicator or performance measure, you can start by viewing its scorecard first, then clicking the name of the indicator or performance measure.
Or you can open the list of indicators or performance measures from the Objects menu, search for the indicator or performance measure you want to view, and click its name.
Note: Adding tags is a handy way to differentiate between multiple indicators or performance measures, so that you’ll be sure to choose the correct one. You can also use tags to filter your search.
At the top left of the page is reporting frequency, measure polarity, and whether the data is entered manually or calculated. Just to the left of the measure name is a star icon you can click to add or remove the measure from your favorites list. (Favorite measures appear in your dashboard.) At the top right are icons to edit the measure, view or download data, or add notes, containers, parent or child measures, and measures to compare on a graph.
The Gear icon has options to view related measures, embed, or share with us in our Success Stories Library.
When going into Edit mode for a measure, you can set the following types of properties:
Basic Properties
- Name
- Tags
- Type
- Definition
Apply Formatting Properties:
- Decimal place (0-6)
- Unit of Measure
- Polarity
Activate Data Properties:
- Data Source
- Frequency
- Calculation Type
- Manual Targets
- Calculate Null Value as Zero (allows calculations to either include a null value as a zero or to exclude the null value entirely. Graphs will also plot zero values if the "Calculate Null Value as Zero" is set to "On")
Just below the measure title is the data graph on the left, and the data itself on the right. Above the graph are links for Graph Settings, Trend Line Comparison, Edit Forecast, and the Edit Data button which can be used to change or add data.
Just below the measure title is the data graph on the left, and the data itself on the right. Above the graph are links for Graph Settings, Trend Line Comparison, Edit Forecast, and the Edit Data button which can be used to change or add data.
Note: Users with admin permission can change the default colors and line widths used in graphs.
Notes Tab
In the Notes section, you can click the Notes icon at the top left to access notes for the measure. To fill out a note, or delete a note, click its Edit icon at the right. You can add a new note with the Add button at the top right. Keep in mind that note completion is a contributing factor to a scorecard’s engagement score.
Note: Users with admin permission can configure the default set of notes included with an indicator or performance measure. Admin users can also edit system-defined notes or create new notes.
Data Tab
The Data tab displaying next to the Notes tab when viewing a measure will display a variety of data metrics related to the measure calculations and activity.
Users can see the Current Actual Value, most recent Time Period with data entered for that period and the Target Value entered for that period.
The user can also see statics generated for calculated measures.
- Statics include:
- Average
- Mode
- Median
- St. Dev. Sample
- St. Dev. Population
The Data tab will also show you the history of data values entered into the measure. History will show:
- Time Period
- Actual Value
- Target Value
- Last Modified By
Relationships
This page will also show data results once entered. In the Add drop down menu at the top, or in the Relationships section at the bottom, you can add the indicator to one or more containers for the purpose of:
- defining other "Measures that Aggregate this Measure" - Adding measures to this section will catalog all of the measure that are use to generate the overall totals displaying for the parent measure that they are being added to.
- defining "Disaggregated Measures used to Calculate this Measure": Measures added to this section will be included in the calculation activated for the parent measure. Subscribing members can use the Variable Measures feature to add measure that will not need to act as parent measures and will only ever be used to aggregated a specific measure that they are being created for.
- defining "Measures to Compare" section on this measure’s data graph: Measures added to this section will be seen in the "Trend Line Comparison" view of the graph within the parent measure.
At the bottom of the page, below the graph, you can view and define relationships, create or edit actions, or upload files related to the measure.