Use a scorecard

Use scorecards to thoroughly analyze indicator data, such as by aggregating data, comparing breakdown scores, or viewing changes over time.

To access the detailed scorecard for an indicator, navigate to Performance Analytics > Scorecards, then select an indicator. You can also click the Show scorecard related link on the Indicator form to view the scorecard for that indicator.

Figure 1. Detailed scorecard
Scorecard with annotations
Note: Large numbers are rendered with the appropriate abbreviation. For example, K represents thousands and M represents millions.
You can interact with a scorecard in the following ways.
  • To view aggregate data, such as the monthly sum of scores, apply a time series such as By week SUM. The menu shows only the timeframes that are meaningful for the indicator frequency. For more information, see Time series aggregations in scorecards and widgets.
  • To view the score at a certain date, click that date. After you select a date, you can add a comment, target, or threshold at that date.
  • To change the period for which the chart is drawn, select one of the fixed time frames, specify specific from and to dates, or use the date selector at the bottom of the chart.
  • To export the scorecard to a PNG, JPG, PDF, or CSV file, click the show functions icon and select the format you want to export to.
  • To access the indicator record, or to modify the scores manually, click the show functions icon and select Edit indicator or Edit scores.
  • To control which elements appear on the chart, such as to show a trendline or confidence band, click the chart settings icon.

Scorecard chart settings

Use the chart settings to configure which elements appear on a detailed scorecard.

Click the gear icon () at the top right to access the chart settings. Use chart settings to enable or disable the following elements.

  • The Time Series dropdown list at the top shows only the time frames that are meaningful for the indicator frequency. For example, the scorecard for an indicator with a frequency of Monthly does not allow you to select a 7-day running time series.
  • Target set for this indicator. The option can only be selected if a target is set for the indicator. For more information, see Create a target.
  • Thresholds set for this indicator. A threshold can help to give a warning about abnormal scores. For example, an all time high or an all time low scores. Thresholds are displayed as dashed light gray lines in the detailed scorecard. The option can only be selected if an active threshold is set for the indicator. For more information, see Create a Performance Analytics threshold.
  • Trendline that the system generates based on the indicator scores for the selected period.
  • Confidence band that displays the bandwidth between which the indicator scores are moving. The dark yellow band displays values that are with a 95% certainty within the bandwidth. The light yellow bands display the prediction band. The prediction band is broader than the confidence band, because outlying values are also considered for the calculation.

    The confidence bands are calculated using the standard error of the trend. If the standard error is low, the trend line is shown to be accurate. The confidence of the trend is less certain with fewer data points or with volatile scores.

  • Comments can be switched on or off in the detailed scorecard. If a comment was added for a data point, a balloon is displayed above it. When you point to the balloon, the comment itself is shown.
  • Labels can be enabled or disabled to show data labels for all data points in the chart.
  • Statistics can be switched on or off in the detailed scorecard. Chart statistics include average, minimum, maximum and number of scores.
Note: If a new date range is selected in the detailed scorecard, targets, thresholds, trendlines, and confidence bands are redrawn for that new date range.
Figure 2. Chart settings
Chart settings

To change the Type of chart to display for the scorecard:

  1. Click the chart settings menu icon () at the top right.
  2. Select the type of chart from the choice list:
    • Line Chart
    • Column Chart
    • Spline Chart
    • Area Chart
  3. Click the chart settings icon () again to close the menu.

The trend is always shown as a line for all charts.

Scorecard Breakdown tab

Beside the Chart tab, there is a Breakdowns tab with breakdown information and records for the indicator. If no breakdowns are configured for an indicator, the Breakdowns tab is unavailable.

On the Breakdowns tab, you can choose the breakdown and optionally the element, known as the breakdown instance, for which a chart is drawn. Choose different chart types from the choice list above the chart.

Figure 3. Breakdowns tab
Breakdowns tab

In the default Scorecard view, a table is displayed of the breakdown elements. This table contains the following data for each element:

  1. The score for the period that you selected. The most recent period is the default.
  2. The change in the score from the previous collection period.
  3. The trend in the score. The period for which the trend is calculated depends on the indicator frequency and how far back the data goes. For example, a 3 month average is shown for a daily indicator unless there is not 3 months worth of data, in which case the trend is shown for the longest period for which there is data.
  4. The score for the selected period, same as the first column, but represented as a bar. This bar graph is provided to help you see the distribution of scores across the breakdown elements.

If the Collect breakdown matrix option has been activated for an indicator, you can select which one of these breakdowns you want to see and click to view its details. From the details of one breakdown, for example, Priority, navigate to the Breakdowns tab to view the second breakdown, for example, Category. After selecting a breakdown element from that second breakdown, for example Network, you can dot-walk one level up by clicking the first breakdown from the title bar, for example, Priority, to return to the first breakdown level.

If you want to get a hierarchical view of the breakdowns, select Breakdown matrix. This enables you to choose a second breakdown level that is shown indented below the first breakdown. For example, you can list all incidents by Category (Software), and then by Priority (Critical, High, Moderate, Low, or Planning), or vice versa. Any combinations of breakdowns that result in zero scores are suppressed. This option is not available when viewing the real-time score.

To mark favorites in the breakdown list, click the star icon () before the breakdown element. If favorites have been marked in the breakdown list, they are shown by default. Click the filter icon () beside the Name field to switch between showing only favorite breakdown elements and showing all breakdown elements.

Note: Favorites are user-specific. The system stores the state of the breakdown list as a user preference. If you are showing only favorites in the breakdowns list when you log out, the breakdowns list shows only favorites when you log back in.

A Records tab is available only for automated indicators. By default, it shows the records that were used at data collection time to calculate the indicator. For example, the Records tab for the Number of Open Incidents indicator shows the incidents that matched the criteria at the collection date.

Use the record information in combination with the Zoom into date option on the chart, to view records for every collection date. For example, if you click a specific date in the chart, a horizontal bar appears in the chart 'locking' the date and the breakdowns and records are displayed for that date. If you want to see the whole date range again, click Reset selected date.

Note: Access control rules (ACLs) may apply that prevent showing records for the Records tab.

A Comments tab is available if comments have been added for data points in the chart.

A More Info tab is available with information on the chart description, update frequency, last updated, direction, and formula (if applicable).

You can save the chart as a JPG or PNG file by clicking the context menu icon (Context menu icon).

Viewing changes in collected records

You can compare which records are collected for an indicator at different dates.

You can view a detailed list of records collected for an indicator in the Records tab of the detailed scorecard for that indicator. When viewing the records you can compare which records were included in the data set at different dates. You can compare the lists between two different dates, or between a specific date and the real-time data if real time data is enabled for the indicator.

A date picker enables you to specify which date's data you want to compare the currently-displayed data with, and a Venn diagram enables you to display specific sets of data by clicking the diagram. You cannot select a data set with no records.
Table 1. Choices
Data set Description
Shared with Click the center of the diagram to display only records that are in both the earlier and the more recent data sets.
Moved in Click the left side of the diagram to display only records that are in the more recent data set, but are not in the earlier data set.
Moved out Click the right side of the diagram to display only records that are in the earlier data set, but are not in the more recent data set.
Important: The Show delta check box on the Indicator form must be selected for the indicator to show historic data, and for the comparison options to appear on the detailed scorecard.

Scorecard Scores tab

The Scores tab on a Performance Analytics detailed scorecard displays a list of collected scores by date. For formula indicators, the tab also shows the formula, unless an aggregate is applied to the indicator.

When viewing the Scores tab for a formula indicator, you can click a portion of the formula to view the scorecard for that data. For example, on the scorecard Average age of last update of open incidents, you can click the Number of open incidents link on the Scores tab to view the Number of open incidents scorecard.

Note: Formulas are not shown for formula indicators that have a time series aggregation applied.