Defining Perspectives Within the Context

Prerequisites

You added objectives to this perspective in the context. For information, see Adding Objectives to the Perspectives in the Context.

If you want to measure this perspective by a KPI, you have added at lease one KPI to the perspective. For information, see Adding a KPI to a Context or Context Object.

Context

You define perspectives within a context to specify whether to measure them and how to measure them, and to specify associated links. Each perspective can have a different measurement.

When you measure a perspective, the perspective displays a status indicator in the strategy management application. Users can view the perspectives and their status indicators in the application and see if a perspective has poor, moderate, or exceptional performance.

Procedure

Select Context Management Manage Scorecards Define Scorecards.
From the Context list, select a context.
In the context hierarchy, select the perspective you want to work with and click Edit.

Select a measurement option as follows:

Option	Description
No Measurement	Specifies that you do not want to measure the performance of this perspective. This perspective does not display a status indicator in the strategy management application.
Measure on Underlying Items	Specifies that you want to measure the perspective by an index of objectives or an indexed KPI. Then specify a calculation method and select the objectives or indexed KPIs whose scores will be used to define the performance of this perspective. Only objectives and indexed KPIs associated with this perspective are displayed in the Objectives list. Enter sequential numbers in the Index Values from low (red) to high (green). For example, 1, 2, 3, 4, 5 when using five status indicators and 2, 3, 4 when using three status indicators. The number of status indicators depends on the Administration Set Defaults setting. When measuring by objectives, an association occurs as follows: the status color of each objective is matched to the same color in the Index Values list. Based on the color match, each objective is assigned that index value. The index values are then used in the specified calculation. The resulting value from the calculation is matched to the appropriate color in the Index Values list, and that color is used for the perspective's status indicator. Note If you want to implement a scored context, and you want the context's status to be measured by an index of perspectives, then each perspective you want to use in the context's status must be measured by objectives. The calculation methods are as follows: Least Value sets the perspective's status color by the status color of the objective with the smallest index value. Use this when a perspective's performance is only as good as its lowest performing objective. The perspective indicates poor performance if any one of its objectives has poor performance. Greatest Value sets the perspective's status color by the status color of the objective with the greatest index value. Use this when a perspective's performance is only as good as its greatest performing objective. The perspective indicates good performance if any one of its objectives has good performance. Arithmetic Average sets the perspective's status color by averaging the Index Values of the objectives. The resulting number is matched to the respective index color to determine the perspective's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a perspective's performance is based on an averaging of all its objectives. Weighted Average sets the perspective's status color by a weighted average of the Index Values of the objectives. The index values of the objectives are averaged along with weights applied to each objective. The resulting number is matched to the respective index color to determine the perspective's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a perspective's performance is based on an averaging of all its objectives, but some objectives are more important or less important than others. If Weighted Average is the calculation method, then the Weights column appears so you can add, change, or remove the individual weights applied to each objective during the calculation. Weights define the relative importance of the objectives during the Weighted Average calculation method. The weighted average is calculated as: ((objective_index_value x weight) + (objective_index_value x weight) + ... ) / (weight + weight + ...)
Measure on a KPI	Specifies that you want to measure the perspective using the same status color of a KPI. Only KPIs associated with this perspective are displayed in the KPIs list. Select the KPI to use. You cannot measure a perspective by an index KPI.

Option

Description

No Measurement

Specifies that you do not want to measure the performance of this perspective. This perspective does not display a status indicator in the strategy management application.

Measure on Underlying Items

Specifies that you want to measure the perspective by an index of objectives or an indexed KPI. Then specify a calculation method and select the objectives or indexed KPIs whose scores will be used to define the performance of this perspective.

Only objectives and indexed KPIs associated with this perspective are displayed in the Objectives list.

Enter sequential numbers in the Index Values from low (red) to high (green). For example, 1, 2, 3, 4, 5 when using five status indicators and 2, 3, 4 when using three status indicators. The number of status indicators depends on the Start of the navigation path Administration Next navigation step Set Defaults End of the navigation path setting.

When measuring by objectives, an association occurs as follows: the status color of each objective is matched to the same color in the Index Values list. Based on the color match, each objective is assigned that index value. The index values are then used in the specified calculation. The resulting value from the calculation is matched to the appropriate color in the Index Values list, and that color is used for the perspective's status indicator.

The calculation methods are as follows:

Least Value sets the perspective's status color by the status color of the objective with the smallest index value. Use this when a perspective's performance is only as good as its lowest performing objective. The perspective indicates poor performance if any one of its objectives has poor performance.
Greatest Value sets the perspective's status color by the status color of the objective with the greatest index value. Use this when a perspective's performance is only as good as its greatest performing objective. The perspective indicates good performance if any one of its objectives has good performance.
Arithmetic Average sets the perspective's status color by averaging the Index Values of the objectives. The resulting number is matched to the respective index color to determine the perspective's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a perspective's performance is based on an averaging of all its objectives.
Weighted Average sets the perspective's status color by a weighted average of the Index Values of the objectives. The index values of the objectives are averaged along with weights applied to each objective. The resulting number is matched to the respective index color to determine the perspective's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a perspective's performance is based on an averaging of all its objectives, but some objectives are more important or less important than others.

If Weighted Average is the calculation method, then the Weights column appears so you can add, change, or remove the individual weights applied to each objective during the calculation. Weights define the relative importance of the objectives during the Weighted Average calculation method. The weighted average is calculated as: ((objective_index_value x weight) + (objective_index_value x weight) + ... ) / (weight + weight + ...)

Measure on a KPI

Specifies that you want to measure the perspective using the same status color of a KPI. Only KPIs associated with this perspective are displayed in the KPIs list.

Select the KPI to use.

You cannot measure a perspective by an index KPI.

If you want to associate links with this perspective, click the URL rows and enter URLs and titles as appropriate.

The users see these associated links in the Scorecard tab when they display detail information about this item. Users can double-click the link to go to its location.

Note
You do not have to type http:// because that information is automatically inserted if you omit it. For example, you can type http://internal.company.com/ or you can type: internal.company.com.
Save your changes.