Creating Cascaded Scorecards Based on a Dimension Hierarchy

Use

You can create multiple contexts from a template simultaneously, using dimension filters. Each context is filtered on one selected dimension member. Each context is named by its associated dimension member. The hierarchy of contexts is the same as the dimension member hierarchy.

This is one method of creating cascading scorecards, where all the perspectives, objectives, and KPIs are the same. The only difference in each context is the dimension member on which the context is based.

Another form of cascading scorecards involves multiple contexts that all share the same objectives but different KPIs, or the same KPIs but different objectives. These cascading scorecards are not created from templates. For information, see Cascaded Scorecards.

Prerequisites

A template exists and it contains context, strategy, and scorecard definitions. For information, see Creating a Template.

The strategy management administrator is in a role assigned to this template.

Procedure

  1. Select Start of the navigation pathContext Management Next navigation step Manage ContextsEnd of the navigation path.

  2. Click Create/Copy.

  3. Click Context Based on a Template.

  4. From the Pick a Template list, select the template to use.

  5. Select Multiple Contexts.

  6. From the Select Dimension list, select the dimension whose members you want to use for each context.

  7. From the Select Members list, select the dimension members to use as the basis for each context in the hierarchy. Each dimension member represents its own context (scorecard).

  8. Save your changes.

    The contexts appear in a hierarchy in the Contexts list.

  9. You can select each context in the hierarchy and assign different roles as needed.

  10. You can select individual contexts in the Manage Contexts, Manage Strategies, and Manage Scorecards screens and make individual changes as needed.

You can also make a change to the template and propagate the changes to some or all contexts in the hierarchy.