THE BUSINESS SCORECARDS ACCELERATOR in Font

Printer PDF417 in Font THE BUSINESS SCORECARDS ACCELERATOR

15. When the aggregation design process is complete, click the Next button. 16. On the Finish the Storage Design Wizard screen, select the option Process Now and click the Finish button. 17. When the processing is completed, close the Process window. 18. In the Cube Editor, select File Exit. 19. In Analysis Manager, right-click the Sales cube and select Browse Data from the context menu. You should see the cube data shown in Figure 6-13.

After you have created cubes to contain measures, you can move on to create scorecards with BSA. In this exercise, you will use the scorecard development site to create a basic scorecard. This exercise will use the cube from Exercise 6-1 as a data source, so be sure to complete that exercise before beginning this one.

Scorecard elements are used as the framework for displaying measures and rolling them up. The rolled-up values are used to indicate the performance of an organization against an objective. In this exercise, you will create a perspective, objective, and KPI. Follow these steps to create the scorecard elements: 1. Open the Scorecard Development Site by selecting Start All Programs Microsoft Office Business Scorecards Accelerator Scorecard Development Site. 2. Click on the Scorecard Elements link in the Scorecard Modules list. 3. On the Scorecard Elements page, expand the Balanced Scorecard Elements folder. 4. Hover over the Perspectives folder until a downward-facing triangle appears. 5. Click the downward-facing triangle and select Create Perspective from the drop-down menu. 6. Name the new perspective Stores and click the OK button. 7. Hover over the Objectives folder until a downward-facing triangle appears. 8. Click the downward-facing triangle and select Create Objective from the drop-down menu.

9. Name the new objective Increase Sales. 10. Select the Stores perspective from the Perspective for Objective drop-down list. 11. Click the OK button. 12. Hover over the KPIs (All Scorecards) folder until a downward-facing triangle appears. 13. Click the downward-facing triangle and select Create KPI from the drop-down menu. 14. Name the new KPI Units Sold. 15. Select Quarterly from the Frequency of Data drop-down list. 16. Enter 100 in the KPI Current Model Value text box. 17. Enter 50 in the KPI Previous Model Value text box. 18. Enter 200 in the Target Model Value text box. 19. Click the OK button.

Once the scorecard elements are defined, you can use them to create a scorecard. The scorecard relates the perspectives, objectives, and KPIs. In this exercise, you will create a scorecard that shows sales performance for book titles. Follow these steps to define the scorecard: 1. Click on the Scorecard Builder link in the Scorecard Modules list. 2. Hover over the All Scorecards folder until a downward-facing triangle appears. 3. Click the downward-facing triangle and select Create Folder from the drop-down menu. 4. In the pop-up dialog, name the new folder Exercise 6-2 and click the OK button. 5. Hover over the Exercise 6-2 folder until a downward-facing triangle appears. 6. Click the downward-facing triangle and select Create Scorecard from the drop-down menu. 7. Name the new scorecard Titles and click the OK button. 8. Hover over the Titles scorecard node until a downward-facing triangle appears. 9. Click the downward-facing triangle and select Add Perspective from the drop-down menu. 10. On the pop-up dialog, check the Stores perspective and click the OK button. 11. In the Scorecards Elements section, hover over the Stores perspective until a downward-facing triangle appears. 12. Click the downward-facing triangle and select Add Objective from the drop-down menu.

13. In the pop-up dialog, check the Increase Sales objective and click the OK button. 14. In the Scorecards Elements section, hover over the Increase Sales objective until a downward-facing triangle appears. 15. Click the downward-facing triangle and select Add KPI from the drop-down menu. 16. In the pop-up dialog, check the Units Sold KPI option and click the OK button. 17. Hover over the Titles scorecard node until a downward-facing triangle appears. 18. Click the downward-facing triangle and select Preview Scorecard from the drop-down menu. You should see the scorecard preview shown in Figure 6-14.