Defining the Context

Prerequisites

If measuring the context by perspectives, the perspectives are added to the context and they are being measured by underlying items. For information, see Defining Perspectives Within the Context.

If measuring the context by a KPI, the KPI is added to the context. For information, see Adding a KPI to a Context.

Context

A scored context is the overriding measurement for determining your company's status. It represents a corporate-wide score. Defining a context allows you to measure and monitor the entire context's performance based on a KPI or selected perspectives. Users can view the scored context in the application and determine if it has poor, moderate, or exceptional performance by seeing its status indicator.

You can measure a context by just one KPI, or by the performance of its associated perspectives, or you can choose to omit the measurement of the context.

Procedure

Select Context Management Manage Scorecards Define Scorecards.
From the Context list, select a context.
In the context hierarchy, select the context and click Edit.

Select a measurement option as follows:

Option	Description
No Measurement	Specifies that you do not want to measure the context. The context is displayed in the strategy management application without a status indicator.
Measure on Underlying Items	Specifies that you want to measure the context by an index of perspectives. Only perspectives associated with this context are displayed in the Perspectives list. Then specify a calculation method and select the perspectives whose scores will be used to define the performance of the context. 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 perspectives, an association occurs as follows: the status color of each perspective is matched to the same color in the Index Values list. Based on the color match, each perspective 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 context's status indicator. The calculation methods are as follows: Least Value sets the context's status color by the status color of the perspective with the smallest index value. Use this when a context's performance is only as good as its lowest performing perspective. The context indicates poor performance if any one of its perspectives has poor performance. Greatest Value sets the context's status color by the status color of the perspective with the greatest index value. Use this when a context's performance is only as good as its greatest performing perspective. Arithmetic Average sets the context's status color by averaging the Index Values of the perspectives. The resulting number is matched to the respective index color to determine the context'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 context's performance is based on an averaging of all its perspectives. Weighted Average sets the context's status color by a weighted average of the Index Values of the perspectives. The index values of the perspectives are averaged along with weights applied to each perspective. The resulting number is matched to the respective index color to determine the context'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 context's performance is based on an averaging of all its perspectives, but some perspectives 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 perspective during the calculation. Weights define the relative importance of the objectives during the Weighted Average calculation method. The weighted average is calculated as: ((perspective_index_value x weight) + (perspective_index_value x weight) + ... ) / (weight + weight + ...)
Measure on a KPI	Specifies that you want to measure the context using the same status color of a KPI. Then select the KPI to use. Only KPIs associated with this context are displayed in the KPIs list. You cannot measure a context by an index KPI.

Option

Description

No Measurement

Specifies that you do not want to measure the context. The context is displayed in the strategy management application without a status indicator.

Measure on Underlying Items

Specifies that you want to measure the context by an index of perspectives. Only perspectives associated with this context are displayed in the Perspectives list.

Then specify a calculation method and select the perspectives whose scores will be used to define the performance of the context.

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 perspectives, an association occurs as follows: the status color of each perspective is matched to the same color in the Index Values list. Based on the color match, each perspective 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 context's status indicator.

The calculation methods are as follows:

Least Value sets the context's status color by the status color of the perspective with the smallest index value. Use this when a context's performance is only as good as its lowest performing perspective. The context indicates poor performance if any one of its perspectives has poor performance.
Greatest Value sets the context's status color by the status color of the perspective with the greatest index value. Use this when a context's performance is only as good as its greatest performing perspective.
Arithmetic Average sets the context's status color by averaging the Index Values of the perspectives. The resulting number is matched to the respective index color to determine the context'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 context's performance is based on an averaging of all its perspectives.
Weighted Average sets the context's status color by a weighted average of the Index Values of the perspectives. The index values of the perspectives are averaged along with weights applied to each perspective. The resulting number is matched to the respective index color to determine the context'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 context's performance is based on an averaging of all its perspectives, but some perspectives 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 perspective during the calculation. Weights define the relative importance of the objectives during the Weighted Average calculation method. The weighted average is calculated as: ((perspective_index_value x weight) + (perspective_index_value x weight) + ... ) / (weight + weight + ...)

Measure on a KPI

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

You cannot measure a context by an index KPI.

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

The users see these associated links in the Scorecard tab of the application 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.