1. Manual
  2. Views and Scorecards
  3. View settings and node features

Views of scorecards

Views of scorecards

Add a View

Change a view

Copy and delete a view

A view is something you use to visualize all or part of one or more of the Scorecards (If nodes are selected from another scorecard). The scorecard is a type of information container that needs at least one view or report associated with it to enable you to view and modify the information. The view illustrates selected scorecard columns And the Node properties you think are most important to show for this particular basic application. For example, the Be a summary of a unit and the mission statement of its underlying entities with the current values of the merged measures or a list of activities and the comments written in them over a selected period of time. Views can be specially set up for use in planning, execution, or for analysis.

The views are grouped into different Menus. Which users can see the respective menu is controlled by the User groups The users belong to and which menus are visible to these permission sets. In this way, you can create custom views for different audiences in your organization.

The content displayed in a view depends on the device that the user is on in the organization tree, and the scorecard columns and Nodegenskaper selected in the view. It is then possible to filter out portions of this or make special preselected filtering depending on which user sees the view and what device that user is on. The view is also filtered based on different types of standard filters.


Obs! The name of the view will contain the period if the columns in the view have the same periodicity, if any scorecard column in the view deviates in periodicity from the other, the period is not visible.


Tab: Views of scorecards

On the tab Views of scorecards You'll see a list of all the views currently in your version of the tool. You can see which scorecard the view belongs, what name it has, general administratörsinfo of the view, if available for external publishing and in which Menus (tab: Menus) It is currently in use . Missing Binoculars This is because the view at the moment is not in any menu.

Add a View

To add a view, click on the button Add Located at the bottom of the tab Views of scorecards. You will then get to the page Add view And there you follow three steps:

Step 1-Select the scorecard, Vytitel and type
I rullgardinslistan Styrmodell Select which of the scorecards are set up as the view should be based on. Then enter the name of the viewer in the text box Vytitel. Finally, select the appearance of the Vytyp. For a description of the different views. Move to the next step by clicking on the button Next.

Step 2-Select columns
Here you can select which of the scorecards columns should be visible in the view. You can add or remove vykolumner at any time at a later time. Unlike column changes in scorecards, this is only about what should be visible or not in this particular view.

Move to the next step by clicking on the button Next.

Step 3-Select Properties
When the property picker is general for both view and report part administration, it is described in a separate article. When you finish reading in that article, we recommend that you revert to it and read about the remaining settings that are current just for views.

Obs! It is important to be aware that the properties you select will be displayed directly in the view. If you select too many properties, there is a risk that the view will be perceived as cluttered or that it will be so wide that users need to scroll sideways to see all the content.

Node properties/Expanded Mode properties
In views, you often have the ability to control that users themselves can see other information in the form of a tooltip that appears when they point to a node (text/measurement/aktivitetsnod), or if they click Ex. a box in a drag N drop view. In the property picker, you control this content in the same way that you control the content that is visible directly in the view. See the example below to show that you always have the option to add properties and new sections for these modes under the other sections.

If you point to the name in the preview, you can also see a preview of the ToolTip or expanded mode content.

Change a view

To change a view, click Wrench To the left of the viewer's name on Administrationsfliken Views of scorecards. If you are in a view, you can access the same settings if you click Gear Wheel (settings) In the top right. See the picture on the right.

Page Change View < vyns > namn Appears. The page contains three main categories, under which you can make changes: general, columns visible in the view, and advanced settings.

Copy a View
To copy a view, click Copy View On the tab Views of scorecards. You will then get to the page Copy View Where you can select which view you want to copy. Enter the name that the copy should have and confirm by clicking the button Copy.

Delete a view

To delete a view, click Wrench To the left of the viewer's name, or Settings At the top left when you're in the view. Page Change views < view name > Appears. To remove the view, click on the button Remove At the bottom of the page. The box that opens confirms the deletion by clicking OK.

Obs! When a view is removed, it disappears from all menus where it appears. All reported comments and KPI data are still present in the underlying scorecard.

tab: Settings for selecting nodes

These settings are used if you have built up multiple scorecards and want to be able to select in/connect the same text/measurement/aktivitetsnoder so that they appear in several different scorecards at the same time. This can be done in two different ways. either by selecting the nodes in the build mode of a view or by adding an additional link to the Ändraläget In a node.

Obs! In order for users to see this capability in the build mode of a view, you also need Enable option to select in nodes and control between which scorecards the different unit groups should have the right to do so.



  • Match search text
    To restrict the free-text search to match only to the beginning or end of the node name. You can only fritextsöka for nodes when they are selected. Not when couplings on Kopplingsfliken.
  • Hide nodes already in the scorecard
    Nodes that are already elected are hidden from the list.
  • Make nodes that are already in the scorecard not selectable in the list
    The already selected nodes appear as Disabled (gray) in the hit list. If you point to a disabled node, a tooltip appears explaining that the node is already selected in the scorecard.
  • Show numbers (make number searchable)
    Any text/dimension/aktivitetsnoder created in the tool will be given a number to identify them. This setting makes it possible to see this number in Ex. measurement lists. All measurements/Aktivieteter in the same consolidation chain are linked together by using this number. See Nodegenskapen number.
  • Visa konsolideringsikon
    If the node is consolidated in the scorecard in which it was created, a consolidation icon appears after the node name. For nodes that have this or a overlying entity as their main unit. For devices that are consolidated downwards in the organization.
  • Enable the ability to include the underlying consolidation chain
    Allows users to decide for themselves whether or not to include the underlying consolidation chain.
  • Include the underlying consolidation chain should be selected from the beginning
    By default, the node will be consolidated into the same units in the attached scorecard as in its main scorecard. Option Also include the underlying consolidation chain will be completed the next time a connection is added to one or a node is selected.

Keywords to exclude
The list displays keywords and the keyword group they belong to. You can use this list to filter out nodes using selected keywords. Point to the keyword, and then click Dust bin To delete a keyword's filtering. To exit, click Save.