Show TOC

Function documentationPerspective Setting Locate this document in the navigation structure

 

Setting perspectives allows you to measure and monitor the perspective's performance based on a standard KPI, or selected objectives. When multiple perspectives are measured with the same method, it allows you to measure and monitor perspectives against other perspectives. Users can view the perspectives in the application and see if a perspective has poor, moderate, or exceptional performance by seeing its status indicator.

You set perspectives to specify whether they will be measured and how they will be measured.

Perspectives appear in the following areas of the application:

  • If you specified no measurement for a perspective, the perspective appears as a header for its associated objectives and KPIs in the Objectives view and Scorecard views.

  • If you set a perspective to be measured by an index of objectives, the perspective appears with a status indicator in the Objectives view and Scorecard views of the Scorecard component.

    Note 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 an index of objectives.

    End of the note.

  • If you set a perspective to be measured by a standard KPI, the perspective appears with a status indicator in the Status column in the Scorecard views of the Scorecard component. The display of the Status column is controlled by an option in the Select Format link. The perspective appears as a header with no status indicator in the Objectives view.

  • Users of the Goal Diagram subtab in the Strategy component can see the perspectives with status indicators within the Goal Diagram and click on perspectives to display a menu box with detailed information about the perspective including its status indicator.

    Note Note

    The display of status indicators in the goal diagram is controlled by the Display Scorecard status option in   Format   Properties   in the Diagram Manager program.

    End of the note.

  • Users of the Themes subtab in the Strategy component can see the perspectives with status indicators.

When you add or remove or modify an aspect of a perspective that causes a status change, the information gets refreshed in the application when a user starts a new session. If a user tries to access a component that uses the perspective the user is prompted to choose a scorecard recalculation.

The information does not automatically appear in the Home component of the application until a scheduled task runs. You can schedule this task using the Scheduler to run daily, weekly or monthly. If a user tries to access Home before the schedule runs or if the task is never scheduled to run, the user gets a message saying that the scorecard has been modified. The user is prompted to recalculate objectives and KPI status. The user should choose Yes. If the user chooses No, the All Objectives and All KPI's values are zero. These values do not change until the scheduled task runs.

Prerequisites

Someone with Create/Edit Objectives permissions has created perspectives and objectives. For more information, see Perspective and Objective Library Development.

Someone with Create/Edit Contexts permissions has created a context and picked the objectives for the context. For more information, see Context Development.

The administrator has created a model connection. For information, see Model Connection Development.

You have associated the model connection with the context. For information, see Linking a Model Connection to the Context.

You have created the standard or index KPIs. For information, see KPI Setting.

You are an administrator or a user assigned to an application group with Create/Edit Scorecards permissions. If Scorecards is unavailable to you, it means you do not have the correct permissions.

If setting a perspective based on objectives, then the objectives are set. For information, see Objective Setting.

Features

You can do the following to set perspectives:

  • Specify the context to work with by selecting it from the Context drop-down list.

  • Select the perspective you want to work with from the Select a perspective list.

  • Review the definitions of the perspective selected in the Select a perspective list.

  • Specify whether the perspectives will be measured and how they will be measured. You can choose any method for each perspective. One perspective may have no measurement, another may be measured by a KPI, and another may be measured by an index of objectives all in the same context.

    • If you do not want this perspective to have a status indicator, select No Measurement.

    • If you want to measure the perspective using the same status color of a standard KPI, use Measure on a KPI, and then specify the KPI to use. Only standard KPIs associated with this perspective are displayed in the KPIs list. The Index Values list shows the Index Values and Trend Up and Trend Down numbers that were used for this standard KPI, and will also be used for the perspective. You can change the values as appropriate. You cannot measure a perspective by an index KPI.

    • If you want to measure the perspective using an index of objectives, use Measure on Index of Objectives. Then you specify a calculation method to perform on the scores of the objectives selected for this perspective using the options in the Calculation Method list. The resulting value from the calculation is matched to a color in the Index Values section and the perspective takes that status color. 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 an index of objectives.

      To set the perspective's status color by the status color of the objective with the smallest index value, choose Least 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.

      To set the perspective's status color by the status color of the objective with the greatest index value, choose Greatest Value. Use this when a perspective's performance is only as good as its greatest performing objective.

      To set the perspective's status color by averaging the Index Values of the objectives, choose Arithmetic Average. 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.

      To set the perspective's status color by a weighted average of the Index Values of the objectives, choose Weighted Average. 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 Edit Weights link 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 + ...)

      Only objectives associated with this perspective are displayed in the All Objectives list. The Index Values show sequential numbers from low (red) to high (green) to represent the relative index of the objective statuses that make up the perspective. 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 is controlled in the Set Application Defaults link in the Administration section.

  • Edit the definitions of the perspective selected in the Select a Perspective list. You can change the way it is measured or how it is measured.

  • View the scorecard hierarchy by clicking View Scorecard Hierarchy. An information box shows a hierarchical list of each perspective, the objectives that are assigned to that perspective, and the KPIs that are assigned to each objective in the perspective.

When measuring by an index of 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.

Activities

To specify the KPI or objectives used to formulate the perspective's status, click Set Perspectives in the Scorecard section.

To create, rename, and delete perspectives, click Perspectives and Objectives in the Libraries section.