Hyperion

Performance Scorecard 9.3.1:

Design Applications
Activity Guide

D52376GC10
Edition 1.0
February 2008
D53314

Author

Copyright 2008, Oracle. All rights reserved.

Suzanne Gill

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Table of Contents

Exercises
Lesson 2:

Getting Started with Performance Scorecard

Exercise 2.1
Exercise 2.2

Logging On to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Navigating Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Lesson 3:

Setting Up Security

Exercise 3.1
Exercise 3.2
Exercise 3.3
Exercise 3.4

Provisioning Users in Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Synchronizing Users in Performance Scorecard . . . . . . . . . . . . . . . . . . . 3
Modifying Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Configuring Employee Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Lesson 4:

Creating Frameworks

Exercise 4.1

Modifying Frameworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Lesson 5:

Creating Maps

Exercise 5.1
Exercise 5.2
Exercise 5.3
Exercise 5.4
Exercise 5.5
Exercise 5.6

Creating Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Defining Strategy Tree Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating Strategy Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating Accountability Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Linking Strategy Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Linking Accountability Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Lesson 6:

Creating Measures

Exercise 6.1
Exercise 6.2
Exercise 6.3
Exercise 6.4
Exercise 6.5
Solution 6.6
Exercise 6.7

Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Modifying Performance Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating Performance Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Creating Named Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Modifying the Customer Satisfaction Measure. . . . . . . . . . . . . . . . . . . . 17

Table of Contents

Exercise 6.8
Exercise 6.9

Modifying the Employee Satisfaction Measure . . . . . . . . . . . . . . . . . . . 18

Creating the Total Satisfaction Measure . . . . . . . . . . . . . . . . . . . . . . . . 19

Lesson 7:

Creating Dimensional Measures

Exercise 7.1
Exercise 7.2
Exercise 7.3

Creating Custom Dimensional Outlines . . . . . . . . . . . . . . . . . . . . . . . . . 21

Creating a Dimensional Measure Template . . . . . . . . . . . . . . . . . . . . . . 22
Modifying Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Lesson 8:

Creating Scorecards

Exercise 8.1
Exercise 8.2
Exercise 8.3
Exercise 8.4
Exercise 8.5

Creating Scorecard Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Creating Scorecard Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating the Training Council Scorecard . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating the Human Resources Scorecard . . . . . . . . . . . . . . . . . . . . . . 26
Creating Employee Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Lesson 9:

Creating Strategic Initiatives

Exercise 9.1
Exercise 9.2
Exercise 9.3
Exercise 9.4
Exercise 9.5
Exercise 9.6

Creating Initiative Status Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating Initiative Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Creating Initiative Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Creating Measure Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Creating Scorecard Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Customizing Initiative Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Lesson 10: Configuring Application Preferences

Exercise 10.1
Exercise 10.2
Exercise 10.3
Exercise 10.4
Exercise 10.5

Configuring Scoring Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring Missing Data Calculation Options. . . . . . . . . . . . . . . . . . . . 32
Configuring Frequency Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Configuring Scorecard Display Preferences . . . . . . . . . . . . . . . . . . . . . 32
Creating Reporting Periods and Categories . . . . . . . . . . . . . . . . . . . . . 32

Lesson 11: Working with Reports

Exercise 11.1
Exercise 11.2
Exercise 11.3
Exercise 11.4
Exercise 11.5
Exercise 11.6
iv

Filtering Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Customizing Performance Scorecard Reports. . . . . . . . . . . . . . . . . . . . 33
Customizing Measure Performance Reports . . . . . . . . . . . . . . . . . . . . . 35
Customizing Measure Detail Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Customizing Team Members Profiles Report. . . . . . . . . . . . . . . . . . . . . 36
Viewing Initiative Status Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Performance Scorecard: Design Applications

Table of Contents

Lesson 12: Working with Notifications, Notes, and Annotations

Exercise 12.1
Exercise 12.2
Exercise 12.3
Exercise 12.4
Exercise 12.5

Starting the Alerter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Creating Private Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Creating Public Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Configuring Notes and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Creating Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Lesson 13: Importing and Exporting Data

Exercise 13.1 Importing Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Exercise 13.2 Modifying Scorecards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Exercise 13.3 Querying Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Exercise Solutions
Lesson 2:

Getting Started with Performance Scorecard

Solution 2.1 Logging On to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Solution 2.2 Navigating Performance Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Navigating Scorecards in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Navigating the Object View Pane. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Navigating the My View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Navigating the Browser View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Lesson 3:

Setting Up Security

Solution 3.1 Provisioning Users in Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . 48

Solution 3.2 Synchronizing Users in Performance Scorecard . . . . . . . . . . . . . . . . . . 49
Testing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Solution 3.3 Modifying Security Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Solution 3.4 Configuring Employee Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . 51

Lesson 4:

Creating Frameworks

Modifying Frameworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Modifying Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Creating Strategic Themes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Creating Strategy Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Creating Accountability Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Customizing Framework Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Performance Scorecard: Design Applications

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Lesson 5:

Creating Maps

Solution 5.1 Creating Strategy Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Creating Strategy Elements: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Solution 5.2 Defining Strategy Tree Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Solution 5.3 Creating Strategy Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Solution 5.4 Creating Accountability Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Creating Accountability Elements: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Assigning Owners and Members to Accountability Map Elements: . . . . . . . . . . . . 63
Solution 5.5 Linking Strategy Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Solution 5.6 Linking Accountability Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Lesson 6:

Creating Measures

Solution 6.1 Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Solution 6.2 Creating Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Solution 6.3 Creating Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Solution 6.4 Modifying Performance Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Modifying the Good Range. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Modifying the Average Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Modifying the Poor Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Solution 6.5 Creating Performance Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Solution 6.6 Creating Named Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Creating the Standard named range: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Solution 6.7 Modifying the Customer Satisfaction Measure. . . . . . . . . . . . . . . . . . . . 73
Modifying the Customer Satisfaction Measure. . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Assigning Result Collectors and Target Setters. . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Creating Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Creating Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Solution 6.8 Modifying the Employee Satisfaction Measure . . . . . . . . . . . . . . . . . . . 75
Modifying Measure Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Assigning Result Collectors and Target Setters. . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Creating Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Creating Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Creating Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Solution 6.9 Creating the Total Satisfaction Measure . . . . . . . . . . . . . . . . . . . . . . . . 77
Creating the Total Satisfaction Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Creating Result Formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Creating Target Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Creating Stretch Goal Formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Validating Measure Target and Result Calculations . . . . . . . . . . . . . . . . . . . . . . . 80

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Lesson 7:

Creating Dimensional Measures

Solution 7.1 Creating Custom Dimensional Outlines . . . . . . . . . . . . . . . . . . . . . . . . . 81

Solution 7.2 Creating a Dimensional Measure Template . . . . . . . . . . . . . . . . . . . . . . 82
Solution 7.3 Modifying Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Modifying the Revenue (USA) Measure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Modifying the Revenue (Mexico) Measure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Modifying the Revenue (Canada) Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Modifying the Revenue (North America) Measure . . . . . . . . . . . . . . . . . . . . . . . . . 85

Lesson 8:

Creating Scorecards

Solution 8.1
Solution 8.2
Solution 8.3
Solution 8.4
Solution 8.5

Creating Scorecard Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Creating Scorecard Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Creating the Training Council Scorecard . . . . . . . . . . . . . . . . . . . . . . . . 88
Creating the Human Resources Scorecard . . . . . . . . . . . . . . . . . . . . . . 89
Creating Employee Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Lesson 9:

Creating Strategic Initiatives

Solution 9.1
Solution 9.2
Solution 9.3
Solution 9.4
Exercise 9.5
Solution 9.6

Creating Initiative Status Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Creating Initiative Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Creating Initiative Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Creating Measure Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Creating Scorecard Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Customizing Initiative Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Lesson 10: Configuring Application Preferences

Solution 10.1
Solution 10.2
Solution 10.3
Solution 10.4
Solution 10.5

Configuring Scoring Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Configuring Missing Data Calculation Options. . . . . . . . . . . . . . . . . . . . 96
Configuring Frequency Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Configuring Scorecard Display Preferences . . . . . . . . . . . . . . . . . . . . . 97
Creating Reporting Periods and Categories . . . . . . . . . . . . . . . . . . . . . 97

Lesson 11: Working with Reports

Solution 11.1
Solution 11.2
Solution 11.3
Solution 11.4

Filtering Scorecards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Customizing Scorecard Performance Reports. . . . . . . . . . . . . . . . . . . . 98
Customizing Measure Performance Reports . . . . . . . . . . . . . . . . . . . . . 99
Customizing Measure Detail Reports. . . . . . . . . . . . . . . . . . . . . . . . . . 101

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Solution 11.5 Customizing the Team Members Profiles Report. . . . . . . . . . . . . . . . . 101

Solution 11.6 Viewing Initiative Status Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Lesson 12: Working with Notifications, Notes, and Annotations

Solution 12.1 Starting the Alerter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Solution 12.2 Creating Private Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Building Private Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Verifying Private Alert Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Solution 12.3 Creating Public Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Building Public Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Subscribing Others to Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Verifying Alert Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Solution 12.4 Configuring Notes and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Viewing Existing Notes and Annotations Configuration . . . . . . . . . . . . . . . . . . . . 108
Enabling the Annotation and Initiative Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Hiding the Notes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Solution 12.5 Creating Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Lesson 13: Importing and Exporting Data

Solution 13.1 Importing Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Solution 13.2 Modifying Scorecards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Solution 13.3 Querying Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Case Study 1: Case Study

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Performance Scorecard: Design Applications