Obs! The displayed fields vary depending on the customer and your respective settings for the current Scorecards.
Here you enter the name of the measure. Long names are allowed but it is recommended to keep the name short and add more detailed text in a Decription fields.
It is common for measurements to have one or more Decription fields. In these fields, users can write texts that apply to the whole measure and that should not be reported intermittently. It can be a general description of the measure, its measurement method or, for example, its purpose.
Common to all description fields is that they have a name and text field where you can write shorter, plain text. With the question mark, you can see EV. Help texts and the field can be expanded with the Expanderingsknappen that appears under the question mark in the image below.
A measure usually contains a responsibility role, but there are also instances where the data is divided between different Responsibility roles. The default responsibility is usually called something like "responsible", but it is entirely up to each customer.
The responsibility Role/responsibility Roles field shows the people who are responsible for the measure. Depending on the rights, you can remove or add managers. The person responsible for the measure should ensure that the mesurment data is reported before each deadline and/or that a comment is written to each period.
You recognize a responsibility role by adding users, or that the field has a responsible person specified, as in the example above.
As with the description fields and responsibility roles, administrators can add one or more Keyword groups to all the measures that belong to the same scorecard column. Keyword groups are groupings of tags such as Used to filter out or delete the untagged dimensions in views or report parts. The following illustration shows how the keyword group Responsible performer Appears when a new measure is created or opens in Edit mode On the tab General.
To add a keyword, click A. Then select the keyword to associate with the node. You can also search for a keyword by starting typing in the field. After three characters, the system will start giving you suggested keywords that you can choose from.
To add Keyword groups Looks like below, it's set up so that new keywords can be added directly to the measurements.
Obs! Do not forget to click on the button Save when you have made a change.
Displays the connections that the KPI node has. If a KPI node has multiple connectors, it means that it is visible in several different places. For example, if you change the node name in one of these places, the change will appear in all locations where the node is attached. Do not forget to click on the button Save When you have made a change.
When you press the Add connector Opens a window for setting up settings in the following areas: scorecard, add Connector, column to place in, Unit, node to connect to, order And Also include.
Obs! Do not forget to confirm your selections by clicking on the button Save
In cases where there is more than one scorecard in the application and the connector rules allow the node where you set the settings to be connected to another scorecard, specify in the drop-down list which scorecard the node will be associated with. In cases where there are no two scorecards between which couplings are allowed, the drop-down list Scorecards In the window.
Column to place in
In cases where there is more than one scorecard in the application and the connector rules allow the node where you set the settings to be connected to another scorecard, enter the drop-down list Column to place in The level of the selected scorecard (indicated in the scorecard) to which the node will be placed.
If there is only one scorecard in the application or it is not allowed to connect between different scorecards, the drop down Column to place in In any case. However, there is only the level at which the node is a selectable option.
Specifies the location of the node relative to the other nodes associated with the same föräldernod.
If you want the node where you make settings to be associated with a node that has a different master drive, you must filter the desired node using the Unit.
Node to connect
Here you can see all the nodes that are possible to connect to. Browse the list and select the selected node.
Depending on the previous settings, there are a maximum of two checkboxes:
Include everything associated with the node -Select to move the entire node's connection chain to the new parent node.
Also include the underlying consolidation chain Select to move the entire node's consolidation chain to the new Parent node.
Once you have made your selection, you confirm by clicking on the button Save.