Filters

Use

Use filters to narrow your scorecard view and focus on one or more particular areas. You can select any combination of filters. Use filters to answer questions such as “How are all the objectives and KPIs that I am responsible for performing?” and “Which of the objectives and KPIs that I am responsible for are under performing?”

Filters are available when using the Scorecard link.

Features

You can set the following basic filters in the Scorecard views, the Detail views, and Scorecard Comparison view in the Scorecard tab:

Field	Description
Period	Specify the period you want to explore in this view. For example, if you choose Latest Month, the scorecard view shows you information for the latest month. If you choose Latest `<period>`(to date), the scorecard view shows information for the latest period to date, with a weighted average by days. For example, if you set the latest date to be the end of April of the current year, and you display your data for the past three years using the Latest Year (to date) period, you see data for those past three years only through April of each year. You can compare the current year's year-to-date data with the previous year's data. Each previous period only has the same amount of aggregation in it so that you can more readily compare previous periods. In certain scenarios, there may not be a difference in data between the latest period and latest to date period, depending on your latest date.
End Date Select Date	The End Date shows the latest date for which you are viewing information. Click Select Date to specify a different end date.
Dimension Filters	Select one member of a dimension to filter the view by that member. For more information, see Filtering by Dimension Members. This filter is not available in the Scorecard Comparison view. If your administrator set a default dimension filter for this context, you can override the filter with your own filter. For example, if you are displaying the Scorecard tab with the Fashions Enterprise context, and the context is filtered by Store: Northeast, you can change the filter to the total Store level, or to a lower level such as Store: Boston.

Field

Description

Period

Specify the period you want to explore in this view. For example, if you choose Latest Month, the scorecard view shows you information for the latest month. If you choose Latest <period>(to date), the scorecard view shows information for the latest period to date, with a weighted average by days.

For example, if you set the latest date to be the end of April of the current year, and you display your data for the past three years using the Latest Year (to date) period, you see data for those past three years only through April of each year. You can compare the current year's year-to-date data with the previous year's data.

Each previous period only has the same amount of aggregation in it so that you can more readily compare previous periods.

In certain scenarios, there may not be a difference in data between the latest period and latest to date period, depending on your latest date.

End Date

Select Date

The End Date shows the latest date for which you are viewing information.

Click Select Date to specify a different end date.

Dimension Filters

Select one member of a dimension to filter the view by that member.

For more information, see Filtering by Dimension Members.

This filter is not available in the Scorecard Comparison view.

If your administrator set a default dimension filter for this context, you can override the filter with your own filter. For example, if you are displaying the Scorecard tab with the Fashions Enterprise context, and the context is filtered by Store: Northeast, you can change the filter to the total Store level, or to a lower level such as Store: Boston.

You can set the following advanced filters by clicking Advanced Filters in the Hierarchy view:

Field	Description
Responsible	Shows only the objects for which the selected user is responsible.
Status	Shows only the objects that have a particular status.
Trend	Shows only the KPIs with a particular trend.
Lead/Lag	Shows only leading KPIs, lagging KPIs, or all KPIs. Note Your strategy management administrator has the ability to change this text, so your implementation may show the same labels, or different labels, or additional labels.
Quantitative/Qualitative	Shows only quantitative KPIs, qualitative KPIs, or all KPIs. Note Your strategy management administrator has the ability to change this text, so your implementation may show the same labels, or different labels, or additional labels.
Reset Filters	Resets the filters to their original settings. All changes made in this session are cleared, and the default view is displayed.

Activities

To select basic filters, specify the filters. The view is automatically filtered.
To select advanced filters in the Hierarchy view of the Scorecard link, click Advanced Filters, then specify a filter and click Go.