HYPERION SYSTEM TM 9 PERFORMANCE SCORECARD TM RELEASE 9.2 APPLICATION DESIGNER S GUIDE

Transcription

1 HYPERION SYSTEM TM 9 PERFORMANCE SCORECARD TM RELEASE 9.2 APPLICATION DESIGNER S GUIDE

2 Copyright 1999 March 10, 2006 Hyperion Solutions Corporation. All rights reserved. Hyperion Solutions Corporation. All rights reserved. Hyperion, the Hyperion logo, and Hyperion s product names are trademarks of Hyperion. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only. All other brand and product names are trademarks or registered trademarks of their respective holders. No portion of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the purchaser s personal use, without the express written permission of Hyperion Solutions Corporation. Notice: The information contained in this document is subject to change without notice. Hyperion Solutions Corporation shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use of this material. Hyperion Solutions Corporation 5450 Great America Parkway Santa Clara, California Printed in the U.S.A.

3 Contents Preface iii Purpose ix Audience x Document Structure x Where to Find Documentation xi Help Menu Commands xi Conventions xii Additional Support xiii Education Services xiii Consulting Services xiii Technical Support xiii Documentation Feedback xiii CHAPTER 1 About Performance Scorecard and Designing Applications About Performance Scorecard Key Concepts Business Objects Applications Domains Business Objects Frameworks Maps Measures Dimensions and Dimensional Measure Templates Scorecards Alerts About Creating Applications Working With Business Objects Business Object Naming Conventions Duplicate Business Objects Locked Business Objects Ways of Working in Performance Scorecard Contents iii

4 Using Performance Scorecard With Other Hyperion Products CHAPTER 2 Getting Started Before Using Performance Scorecard Logging On The User Interface Masthead View Pane Contents Pane The Object View My View The Browser View Customizing Views CHAPTER 3 Working With Performance Management Frameworks Ways of Working With Frameworks The Application Framework About the Provided Frameworks The Balanced Scorecard Framework The Stern Stewart Integrated EVA Framework Baldridge Criteria The Key Performance Indicator Tracking Framework About Creating a Framework Creating a Framework Defining General Settings Creating Perspectives Creating Strategic Themes Defining Strategy and Accountability Element Types at the Framework Level Customizing Framework Terminology Testing The Framework Modifying Frameworks Copying Frameworks Deleting Frameworks CHAPTER 4 Working With Employees About Employees Creating Employees Modifying Employee Data Copying Employees Deleting Employees CHAPTER 5 Working With Maps About Maps iv Contents

5 Strategy Maps Cause and Effect Maps Accountability Maps Map Elements The Map Editor The Map Builder Frame The Map Navigator Map Element Boxes Before Creating Maps Creating Strategy Maps Opening a Workspace Creating Strategy Elements Setting up Strategy Elements Creating Accountability Maps Opening a Workspace Creating Accountability Elements About Creating a Cause and Effect Map Creating a Cause and Effect Map Creating and Importing the Map Background Adding Strategy Elements to the Map Modifying Maps Modifying Strategy and Accountability Maps Modifying Cause and Effect Maps Linking Maps Copying Maps Deleting Maps CHAPTER 6 Working With Measures and Dimensional Measures About Measures How Measures Work Basic Terms and Concepts Units Frequency Uncollected Measures Formulas and Variables Employees Performance Indicators and Ranges Measure Types Basic Measures Composite Measures Primary Measures Secondary Measures Dimensional Measures Contents v

6 About Creating Measures Workflow About the Measure Setup Page Before Creating Measures Defining Units Creating Targets Creating Performance Indicators Modifying Performance Indicators Defining Scoring Limits Creating Measures Defining General Measure Attributes Defining Formulas Defining the Frequency Defining Report Options Assigning Employees Defining Performance Ranges Modifying Measures Copying Measures Deleting Measures About Generating Dimensional Measures About Dimensional Outlines About Dimension Measure Templates Creating a Dimensional Outline Generating Dimensional Measures About Modifying Dimensional Outlines Modifying Dimensional Outlines Modifying Measure Templates Copying Measure Templates Deleting Measure Templates CHAPTER 7 Building Scorecards About Scorecards Weights Ranges and Performance Indicators Before Creating Scorecards Creating Scorecards Identifying the Scorecard Subject Adding Scorecard Items Weighting Scorecard Components Defining Scorecard Ranges Modifying Scorecards Adding and Removing Scorecard Items vi Contents

7 Creating Date Sets Modifying Date Sets Modifying Ranges Deleting Ranges CHAPTER 8 Specifying Preferences Specifying Scoring Limits Handling Unavailable Data Specifying Frequencies for Measure Result Collection About Frequency Settings Applying Frequency Settings Setting up the Calendar Defining the Fiscal Year Start Date Selecting a Year Type Adding Links to External Web Pages Specifying Scorecard Display Preferences Creating Reporting Periods and Categories Modifying the Masthead Changing the Layout Adding a Logo APPENDIX A Restricted Characters For Dimensions, Members, and Aliases General Restrictions Restricted Characters and Spacing Restricted Commands Restricted Words APPENDIX B Creating Complex Formulas About the Formula Editor Working With Measure Formulas Working With Performance Indicators Layout and Components Formula Syntax and Conventions Placeholders Value Arg Attribute Inserting Functions Mathematical Functions Statistical Functions IF Statements Using isnovalue Time-Related Functions Contents vii

8 Using Application Data Measures Using Scorecards Using Variables Using Dimensional Measures Validating Formulas Resolving Common Errors Validating all Formulas APPENDIX C Frequently Asked Questions Images and Attachments Maps Measures and Scorecards Alerts Index viii Contents

9 Preface Welcome to Hyperion System TM 9 Performance Scorecard TM (Performance Scorecard). Performance Scorecard is a Web-based solution that assists your organization to articulate its corporate strategy, translate strategy into actions, set goals, and monitor performance using recognized performance management methodologies. This preface contains the following information: Purpose on page ix Audience on page x Document Structure on page x Where to Find Documentation on page xi Help Menu Commands on page xi Conventions on page xii Additional Support on page xiii Documentation Feedback on page xiii Purpose This guide describes how to use Performance Scorecard to create applications that embody corporate and departmental strategy and reflect progress toward performance goals. This includes performing tasks such as: Working with performance management frameworks. Building Strategy, Accountability, and Cause and Effect maps. Defining measures and performance target. Building scorecards to evaluate and monitor the performance of employee, strategy elements, and accountability teams. Preface ix

10 Audience This guide is written for application designers who are responsible for creating and maintaining applications. Application designers are users that have the designer security role applied to their user account. Document Structure The following table identifies the information that this guide provides. Table i topic Chapter 1, About Performance Scorecard and Designing Applications Description Describes the concepts and key functions used in Performance Scorecard. Describes the steps that you perform to create the business objects that form applications. Chapter 2, Getting Started Describes how to log on. Describes the application designing environment. Describes tasks that an administrator must perform before you can use Performance Scorecard. Chapter 3, Working With Performance Management Frameworks Chapter 4, Working With Employees Describes how to use frameworks. Describes how to create employees to represent people who use Performance Scorecard. Chapter 5, Working With Maps Describes how to build Strategy, Accountability, and Cause and Effect maps. Describes how to link the maps of distinct areas in your organization to form cohesive strategy and responsibility structures. Chapter 6, Working With Measures and Dimensional Measures Describes the kinds of measures that you cqn create. Describes how to work with measures. Describes how to define dimensional outlines. Describes how to generate dimensional measures. Chapter 7, Building Scorecards Chapter 8, Specifying Preferences, Appendix A, Restricted Characters For Dimensions, Members, and Aliases Describes how to create scorecards to monitor the performance of employees, strategy elements, and accountability elements. Describes how to define preferences for an application Describes how to specify the fiscal year start date. Identifies the characters that you cannot use in dimension, member, and alias names. x Preface

11 Table i topic Appendix B, Creating Complex Formulas Appendix C, Frequently Asked Questions Description Describes how to define formulas for measures and performance ranges. Provides answers to the most frequently asked questions and troubleshooting information. Where to Find Documentation You can access Performance Scorecard documentation as follows: The Information Map on the Help menu (provides help in HTML and PDF format) The Hyperion Download Center that you can access from the Hyperion Solutions web site. To access documentation from the Hyperion Download Center: 1 Go to the Hyperion Solutions Web site and select Services > WorldWide Support > Download Center. Note: Your Login ID for the Hyperion Download Center is your address. The Login ID and Password required for the Hyperion Download Center are different from the Login ID and Password required for Hyperion Support Online through Hyperion.com. If you are not sure whether you have a Hyperion Download Center account, follow the on-screen instructions. 2 In Login ID, enter your address. 3 Enter your password. 4 In Language, select the appropriate language and click Login. 5 If you are a member of multiple accounts, select the account to use for the current session. 6 Select Performance Scorecard from Product List and follow the on-screen instructions. Help Menu Commands The following table describes the Help commands in Performance Scorecard: Table ii Command Help on This Topic Contents Information Map Description Launches a topic that describes the current page. Launches the Performance Scorecard help. Launches the Information Map, which provides the following assistance: Online help in PDF and HTML format Links to related resources Help Menu Commands xi

12 Table ii Command Technical Support Hyperion Developer s Network Hyperion.com About Performance Scorecard Description Launches the Hyperion Technical Support site, where you can submit defects and contact Technical Support. Launches the Hyperion Developer Network site, where you access information about known defects and best practices. This site also provides tools to help you use Hyperion products such as: Sample models A resource library containing FAQs, tips, and technical white papers Demos and Webcasts Launches Hyperion s corporate Web site, where you can access information about Hyperion such as: Office locations Products Consulting and partner programs Customer and education services and technical support Displays copyright and release information. Conventions The following table describes the typographical conventions used in this document. Table iii Item Bold CAPITAL LETTERS Example text Italics Ellipses (...) Mouse orientation Menu options Description Bold text indicates words or characters that you type exactly as they appear on the page. Bold in procedural steps highlights major interface elements. Capital letters denote commands and various IDs. (Example: CLEARBLOCK command) Courier font indicates that the material shown is a code or syntax example. Italics in a product-related term in the body of a book indicates that the term is also included in the glossary of the book. Ellipsis points indicate that text has been omitted from an example. This document provides examples and procedures using a right-handed mouse. If you use a left-handed mouse, adjust the procedures accordingly. Options in menus are shown in the following format: Menu > Command. n, x The variable n indicates that you must supply a generic number; the variable x indicates that you must supply a generic letter. xii Preface

13 Additional Support In addition to documentation and online help, Hyperion offers the following product information and support: Education Services on page xiii Consulting Services on page xiii Technical Support on page xiii For information about education, consulting, or support options, go to the Hyperion Solutions web site. Education Services Hyperion offers instructor-led training, custom training, and etraining covering all Hyperion applications and technologies. Training is geared to administrators, end users, and information systems (IS) professionals. Consulting Services Experienced Hyperion consultants and partners implement software solutions tailored to clients particular reporting, analysis, modeling, and planning requirements. Hyperion also offers specialized consulting packages, technical assessments, and integration solutions. Technical Support Hyperion provides enhanced electronic-based and telephone support to clients to resolve product issues quickly and accurately. This support is available for all Hyperion products at no additional cost to clients with current maintenance agreements. Documentation Feedback Hyperion strives to provide complete and accurate documentation. Your opinion of the documentation is important to use. Please submit any comments about the documentation to Documentation Feedback xiii

14 xiv Preface

15 Chapter 1 About Performance Scorecard and Designing Applications This chapter describes how Performance Scorecard enables you to define, communicate, and track strategy throughout your organization. It also explains the underlying concepts of Performance Scorecard and describes the business objects you create to form applications. In This Chapter About Performance Scorecard Key Concepts Business Objects About Creating Applications Working With Business Objects Ways of Working in Performance Scorecard Using Performance Scorecard With Other Hyperion Products About Performance Scorecard and Designing Applications 15

16 About Performance Scorecard Performance Scorecard enables you to create, evaluate, and refine corporate and departmental strategy to adapt to changing business requirements. Use Performance Scorecard to perform the following tasks: Depict and evolve corporate and departmental strategy and accountability structures by: Using a performance management framework that identifies the role of areas such as customer focus, that are key to your organization. Creating Strategy maps that show how high level strategic goals translate into processes and actions. Assigning individual or groups of employees to a strategic goal or action. Creating Accountability maps that represent the reporting hierarchy. Evaluate the performance of strategy elements, business areas, and employees by: Creating measures that quantify data that is critical to the health of your organization such as internal costs or net profit. Creating scorecards that evaluate the progress of individual employees, strategy elements, and accountability elements. Monitor and react to performance changes by: Subscribing to alerts that notify you when the performance of key business objects depart from an acceptable range. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. Generating reports that reflect the progress of strategy initiatives, accountability elements, and employees. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. 16 About Performance Scorecard and Designing Applications

17 Key Concepts The following topics describe the underlying concepts of Performance Scorecard: Business Objects on page 17 Applications on page 17 Domains on page 17 Business Objects The items you create in Performance Scorecard such as strategy elements and measures are called business objects. Business objects are like building blocks that you assemble to perform different tasks. For example, you build Strategy maps that represent corporate or departmental strategy by first creating and then organizing strategy elements. Similarly, to create scorecards to assess the performance of employees, accountability teams, and strategy elements, you must first composed of measures. The interaction of business objects is called an application. Changes to business objects are recorded in the Audit Report that an administrator can access. See Business Objects on page 17. For information about the order in which to create business objects, see About Creating Applications on page 21. Applications An application is a concept that refers to how business objects work together to form strategy, accountability, and scorecard structures. Since an application is a concept, you cannot open, create, or delete applications. If your organization is large, have multiple application designers create applications for each distinct corporate area (domain). Domains You can group business objects functionally or by location using domains. Domains represent distinct departments or locations (such as regional offices) in your organization. For example, to create an application for the Human Resources department, have an administrator create a Human Resources domain with which you can associate the following objects: Employees and their scorecards Measures Measure templates Key Concepts 17

18 For more information, refer to the Hyperion System 9 Performance Scorecard Administrator s Guide. Business Objects This topic describes the function of the following business objects: Frameworks on page 18 Maps on page 18 Measures on page 19 Dimensions and Dimensional Measure Templates on page 20 Scorecards on page 20 Alerts on page 20 Frameworks Frameworks are business methodologies such as the Balanced Scorecard, that identify the importance of business areas that are fundamental to most organizations. Use frameworks to logically group measures that relate to each area. You can also use frameworks as the basis of Strategy maps since they enable you to group related strategy goals, elements, and actions. You can use the frameworks Performance Scorecard provides, or customize one of these frameworks to suit your needs. See Working With Performance Management Frameworks on page 37. Maps You can create three kinds of maps to depict the strategy and accountability structures in your organization: Strategy Maps on page 18 Accountability Maps on page 19 Cause and Effect Maps on page 19 If you use domains to represent departments or offices with individual strategies, you can link these maps to represent a cohesive whole. See Linking Maps on page 71. Strategy Maps Identifying and articulating strategic goals for all levels of your organization is central to performance management. Without a central, comprehensive, and communicated strategy, your organization is not properly positioned to achieve or reevaluate its goals. 18 About Performance Scorecard and Designing Applications

19 After creating a Strategy map that translates high-level strategic goals into processes and actions (strategy elements), assign the responsible employees. This enables employees to understand how their responsibilities contribute to corporate strategy. See Creating Strategy Maps on page 61. Accountability Maps Use Accountability maps to represent the reporting structure of the following business areas (or accountability elements): Departments Task forces and committees Individual employees See Creating Accountability Maps on page 63. Cause and Effect Maps Cause and Effect maps illustrate how perspectives and strategy elements interact to support the corporate or domain strategy. Links between elements on a Cause and Effect map indicate how changes to ne element affect others. This enables you to anticipate and adjust to strategy changes. See About Creating a Cause and Effect Map on page 64. Measures Measures enable you to collect objective, quantifiable data that indicates progress toward a performance or strategy target. For example, if one strategic goals is improved product quality, you could create measures called number of product returns or poor customer satisfaction. These measures would reflect product quality by identifying the number of product returns and dissatisfied customers. Use measures to evaluate the performance and progress of the following: Individual or groups of employees Strategic objectives and other strategy elements Other logically-grouped scorecards You assign employees to measures to perform tasks such as entering results and defining targets. You can use data from Hyperion System 9 Enterprise Metrics to create dimensional measures. See Working With Measures and Dimensional Measures on page 73. Business Objects 19

20 Dimensions and Dimensional Measure Templates Dimensions are hierarchical categories that you can use to organize measures. They enable you to: Analyze measures by groups, such as products, distribution channels, and geographic areas. For example, a dimension called Geography could group measures for North America, Europe, and Australia. Generate dimensional measures that collect data where measures intersect, such as sales by region. Generate a multidimensional Analytic Services database of application data as described in the Hyperion System 9 Performance Scorecard Administrator s Guide. Generate application data to an external data source to use with other Hyperion products as described in the Hyperion System 9 Performance Scorecard Administrator s Guide. Scorecards Scorecards enable you to assess and monitor the performance of the following: Accountability elements, such as departments and committees Strategy elements, such as strategic objectives Employees Scorecards use performance indicators to represent varying performance levels. See Building Scorecards on page 107. Alerts Alerts notify you by when the performance of business objects departs from an acceptable range that you define. Create alerts to monitor the performance of the following: Measures Scorecards Employees Strategy and Accountability elements Alerts also prompt you when tasks such as measure result collection are approaching, due, or overdue. Note: You can create public alerts, to which other users can subscribe. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. 20 About Performance Scorecard and Designing Applications

21 About Creating Applications Hyperion suggests that you create the business objects in the following order: 1. Frameworks 2. Employees 3. Measures 4. Accountability elements 5. Strategy elements 6. Strategy maps 7. Accountability maps 8. Scorecards Working With Business Objects The following topics describe the rules that you must follow when you create business objects. It also explains why business objects become locked. The following topics are covered: Business Object Naming Conventions on page 21 Duplicate Business Objects on page 22 Locked Business Objects on page 22 Business Object Naming Conventions You must give business objects of the same type a unique name. For example, you can give a scorecard and target the same name, but not two targets. The following topics specify the characters that you cannot use in names, and how case is used in names: Restricted Characters on page 21 Name Case on page 22 Restricted Characters Do not use characters that are illegal for the following components in business object names: Hyperion System 9 BI+ Analytic Services The relational database that you are using See Restricted Characters For Dimensions, Members, and Aliases on page 127. Working With Business Objects 21

22 Name Case Business object names are not case-sensitive. Consequently, a measure called NetProfit and another measure called netprofit are considered the same. Duplicate Business Objects If you use a database used with a previous release, business objects with the same are appended with Name <#>. For example, if three measures called SalesSingapore exist, the last two measures are renamed as SalesSingapore1 and SalesSingapore2. The following measures would then exist: SalesSingapore SalesSingapore1 SalesSingapore2 Locked Business Objects Business objects become locked, meaning that you can not modify them, in the following circumstances: The collection extension for a measure has elapsed. This means that results cannot be entered or modified. To enter results after the collection extension has expired, ask your administrator to remove the Result Collection Admin restriction from your user account. When another user is editing the business object. This prevents overwriting. You must wait until the user is finished. Tip: If you think a business object is incorrectly locked, ask your administrator to break the lock using the Locked Business Object Report. Ways of Working in Performance Scorecard The tasks that you can perform and the data that you can access are determined by the security role that an administrator assigns to your account. Performance Scorecard provides three user accounts with corresponding security roles. 22 About Performance Scorecard and Designing Applications

23 Table 4 User Account Using Provided User Accounts Security Role Description Work Areas designer designer Create business object and view reports. Create alerts. Object View Browser View user user Use reports, alerts, and notes. Browser View My View admin admin Create and manage user accounts Create and manage security roles Create domains Create alerts Generate a Analytic Services database Promote application data to a different environment Object view (security) Administration menu The following figure depicts how business objects such as measures and employees, are used in reports. Ways of Working in Performance Scorecard 23

24 Using Performance Scorecard With Other Hyperion Products You can use Performance Scorecard data such as measure values and employees in other Hyperion product applications. You can also use data in external sources in Performance Scorecard applications. The following figure illustrates this data flow. 24 About Performance Scorecard and Designing Applications

25 For information about sharing employees and their accounts among Hyperion product applications, refer to the Hyperion System 9 Performance Scorecard Administrator s Guide. Using Performance Scorecard With Other Hyperion Products 25

26 26 About Performance Scorecard and Designing Applications

27 Chapter 2 Getting Started This chapter identifies the tasks administrators must perform before you can use Performance Scorecard. It also describes the layout of Performance Scorecard and explains how to access different data. In This Chapter Before Using Performance Scorecard Logging On The User Interface Customizing Views Getting Started 27

28 Before Using Performance Scorecard Before using Performance Scorecard, administrators must: Logging On Configue the product as described in the Hyperion System 9 Performance Scorecard Installation Guide. Create your user account to which the designer security role is assigned. Optional: Assign a domain to your user account that represents the physical or functional area in which you work. This topic explains how to log on to Performance Scorecard and access the Object view. To log on: 1 Start the application server. Tip: On Windows: Start > Programs > Hyperion Solutions > System 9 Applications+> Performance Scorecard 9.2 > starthpson<application server>. 2 Navigate to deploying HPS>:<port number>/hpswebreports. Note: This URL is case-sensitive. The Logon page is displayed. 3 Enter your user account and password. Note: This information is case-sensitive. Tip: To log on using the designer account, enter designer as the account and hyperion as the password. 4 Optional: If you use LDAP or NTLM, enter the domain. Unless you specified a home page, Performance Scorecard opens on the Object View. 28 Getting Started

29 The Object View provides links to the business objects that you create, such as maps and measures. See The User Interface on page 29 to learn about the layout. The User Interface The following figure identifies the areas and panes of Performance Scorecard. The User Interface 29

30 Figure 1 Performance Scorecard Views and Panes For more information, see: Masthead on page 30 View Pane on page 30 Contents Pane on page 31 Masthead The masthead enables you to: Access data gathered or created on a different date using Report Date list. Evaluate performance against a different target by using the Report Target list. View Pane You can use the following views: Object: Use to create or modify business objects such as employees, maps, and measures. My View: Customize to display only the measures, scorecards, alerts, and initiatives that you frequently access. Browser: Use to view all business objects that you can access. 30 Getting Started

31 Contents Pane The contents pane displays information based on the link, toolbar button, or menu option that you use. The Object View Click each link in the object view to access a list of all existing business objects of that type. For example, to view all measures click Measures List. To view map elements, expand the map explorer as shown below. Maps Explorer: Places the maps that you create by in folders for each map type Note: If you have the admin security role assigned to your account, a Security explorer is displayed you can use to create domains, accounts, and security roles. There are seven menu commands on the Object View. The User Interface 31

32 Table 5 Menu Command Description File Preferences Select to define a homepage, change your password, and modify aspects of the user interface. Note: Select System Default Preferences to apply these changes to an entire application. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. Application Preferences Print Export to Excel Logoff Select to apply preferences to an entire application. See Specifying Preferences on page 117. Select to print the current page. Select to export scorecard and measure data on reports to Microsoft Excel. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. Select to close the application and return to the Logon page. View Refresh Home Masthead Hide / Show View pane Select to reload the current page with updated data. Select to go to another page that you specify as your launch page. Select to maximize or minimize the masthead. Select to hide or show the view pane. Reports For information about reports, refer to the Hyperion System 9 Performance Scorecard User s Guide. Forum Search General Forum Select to open a forum using search criteria such as words, phrases, dates and categories. For information about forums, refer to the Hyperion System 9 Performance Scorecard User s Guide. Select to open a general forum in which you can create and reply to notes that discuss business objects. Favorites Add Current Page Edit Favorites Select to add the current page to your favorites. For information, refer to the Hyperion System 9 Performance Scorecard User Guide. Select to modify the URL address of a favorite Web page, or change the order in which your favorites are organized. For information, refer to the Hyperion System 9 Performance Scorecard User Guide. 32 Getting Started

33 Table 5 (Continued) Menu Command Description Administration For information about the tasks that administrators can perform, refer to the Hyperion System 9 Performance Scorecard Administrator s Guide. Formula Errors Select to list the measures and performance indicators that have errors in their formulas. For information, see Validating Formulas on page 157. Help Select to launch the Information Map from which you can access online help, documentation, support contacts, and other resources. My View This view displays all business objects that you can access in tree format. Click each business object to access details. You can customize MyView to display only the scorecards, measures, and initiatives that you frequently access. See Customizing Views on page 35. The Browser View The Browser View displays the scorecards, measures, and initiatives that you can access. Scorecards are organized by type in Employee, Strategy map, and Accountability map explorers as shown below. The User Interface 33

34 Employee Scorecard Explorer: Lists all employee scorecards that you can view. Map Scorecard Explorer: Drill down to access the scorecards of strategy and accountability elements on a map. Initiatives Explorer Dimensional measures are shown in hierarchies. Click a business object to access more information. For example, click a scorecard to launch the Scorecard Details Report. For information about reports, refer to the Hyperion System 9 Performance Scorecard User s Guide. 34 Getting Started

35 Customizing Views You can change what data is displayed by default on each view by performing either of the following tasks: Filtering scorecards, measures, and initiatives. For information, refer to the Hyperion System 9 Performance Scorecard User s Guide. Defining a homepage as described in the Hyperion System 9 Performance Scorecard User s Guide. Customizing Views 35

36 36 Getting Started

37 Chapter 3 Working With Performance Management Frameworks Frameworks are business methodologies that identify the importance of business areas (perspectives), such as financeand customer relations. Frameworks help you define your business strategy based on time-honored perspectives that provide a strategic and competitive advantage. Widely used frameworks include the Balanced Scorecard Collaborative framework and the Stern Stewart Integrated EVA framework Frameworks enable you to perform the following tasks: Identify the primary areas in your organization such as information and analysis. Group measures that monitor the performance and health of perspectives. For example, organizations inthe banking industry, you could place the following measures that track customer data in the Customer perspective: Loan quality Aggregate credit score Identify the types of strategy and accountability elements you use to build maps. In This Chapter Ways of Working With Frameworks The Application Framework About the Provided Frameworks About Creating a Framework Creating a Framework Modifying Frameworks Copying Frameworks Deleting Frameworks Working With Performance Management Frameworks 37

38 Ways of Working With Frameworks You can create frameworks in two ways: Customizing a framework such as the Balanced Scorecard Performance Scorecard provides. The framework that you use is the base framework. Using customperspectives that are not provided with a framework The Application Framework Hyperion recommends that you use different framework to build sample Strategy and Accountability maps until you know which framework best represents your organization. When you know which framework works best, make it the application framework. About the Provided Frameworks You can customize the following frameworks that Performance Scorecard provides: The Balanced Scorecard Framework on page 38 The Stern Stewart Integrated EVA Framework on page 38 Baldridge Criteria on page 39 The Key Performance Indicator Tracking Framework on page 39 The Balanced Scorecard Framework The Balanced Scorecard framework uses the following four perspectives. Table 6 Perspective Financial Customer Internal Learning and growth Description Defines how your organization works with its shareholders. Describes your organization creates value for, and interacts with its client base. Defines the process your organization uses internally to create superior products. Describes how your organization evolves and innovates. The Stern Stewart Integrated EVA Framework Use the Stern Stewart Integrated EVA framework (Stern Stewart) to measure not just profitability, but also economic value add and shareholder value. This framework uses the following equation to identify the true profitability of your organization: 38 Working With Performance Management Frameworks