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Views

Toolbar

Difference between view and scorecards

Difference between view and report

consolidation view

Print a View

Period Settings in views

The control model in the Stratsys can be likened to a framework that illustrates the whole business's target breakdown structure. The next step is to remove all or selected columns from the target explosion model and make them visible in a You. In Stratsys, a view is the boundary area that the user is working against, when information is entered and followed up in the control model's different columns. Furthermore, different views can be created based on the same control model; For example, a view can visualize only the Metrics column (see figure below), while another view visualizes the target explosion chain in its entirety. One can say that a view is like a window of a house where the house imagines a control model, you can look into the house from different windows and thus get different pictures of the way the house looks, similarly it works with views of the control models.

A view displays all or part of the information contained in one or more control models. The administrator creates different views for different purposes. One can ex. be used for planning the work for the following year while another view is used for follow-up. The view displays content that is current for the device you are on in the organization tree, and it also listens to the default filters that the view has for the current device group.

Different views can be accessed through the Ribbon in the menu bar.

Toolbar

View, you can see a toolbar on the right that contains tools that are current for that particular view. In the picture to the right you will see top-down icons to set:

Difference between view and control model

A control model can have several different views. The purpose of the views is to facilitate the interpretation and understanding of the steering model. Views can be customized for specific purposes while the control model is always general. By making changes to a view, the control model also changes, and consequently the other views that are affected are changed.

Difference between view and report

Both a view and report display information from a control model. What distinguishes them is that the view is more operative than the report. From the view, you can change nodes by, for example, entering data into measures or changing the status of tasks, as well as creating new nodes. The reports, however, are more in order to analyze the information and write Rapportspecifika comments.

Consolidationview

If you point to a consolidation icon, you see where in your organization the measure/indicator is followed up.

Clicking on it will take you to a konsolideringsvy where you can get an overview of which entities belong to the same consolidation chain. You can also get an overview of the reported data throughout the chain. Consolidation chains can be seen for measures and activities.

Print a View

To print a view, click the PDF, Excel, or Wordikonen that is on the toolbar in the upper-right corner of the viewer.

The toolbar may look different depending on the type and settings made in the Stratsys by the administrator in Views of scorecards.

Obs! Red Thread The view cannot be exported to Word.

Period Settings in views

There are four period setup options to choose from in the views. The selection you make should be based on what the view will be used for:

  • Reporting and analysis -Used where analysis and reporting is done in the same view. The view shows the previous reporting period until the current period is completely exhausted and reporting can begin. The view does not concern any delay in the periodicity that is being used. The measurements are shown by default for their individual periodicities (e.g. monthly measurements and interim measures in the same column).

  • Planning -Used in views where future target values are in focus. Displays the latest value in the version you are in. Always applies per version (usually yearly) and does not listen to delays in periodicity. Planning Checks for the last value in all the columns in the measure (unlike in Analysis Where it is only the column that the color is set to control. If outcomes are available in February and the target value in April is the April number, we will display the view even if the color column has no value in April).

    If the mesurment data and the comment are shown for different periodicity, it is because you Comment settings Turned off the setting Use measure's own periodicity for measure comments. There are also nodegenskaper that are used in cases where comment and måttdata should not listen to the period settings for the viewer. Ex. Last comment Or mesurment data (Definite period). See Node properties.

    If there is no reported value, the first period in the planning version is displayed.

  • Analysis -Used in views where analysis of the latest values is made. It doesn't matter which version you're in. For metrics, the period that most recently received is a color that controls which period is displayed in the view. 

    If there is no reported, the current period is displayed in the Nodpopuppen and in the view.

  • Reporting -Used in views where you work in the current reporting period. The view listens to the offsets you have made for each Periodicity And the measures are shown by default for their individual periodicities, (e.g. monthly measurements and interim measures in the same column).

Obs! For example, schools that may need to start working with reporting in the planning version before it is made up to date, there is a specific setting that affects this filtering for views in the planning version. Please take Contacts With your consultant before activating this setting. See Settings.

These period settings are made in thenställningar. Click the Gear wheel.

Under General Tap Change.

Then scroll down to Period To select among the period options.

For each period you also have the option to click on the View Advanced Settings. There you can make two additional corrections.

Current period based on the frequency of the filter
The view listens to the period specified in Standard filtret Or that is manually filtered by the user.

Use the custom reporting period for measures
This option is only applicable to Reporting And Reporting and analysis. If the option is unchecked, comments and data values for Scorecard columns Frequency rather than the individual periodicity of the measures (indicated on the tab Settings).

Export to Excel