To cascade a scorecard in BSC Designer, copy and paste one of the goals/KPIs between two scorecards. When pasting item, the software will suggest copying data or linking data.
To link two scorecards:
Open Source scorecard, go to the KPIs tab
Select any item and copy it (menu Tools > Copy Indicator)
Open Recipient scorecard
Select an item that will be a recipient of the link
Paste data (menu Tools > Paste Indicator)
The software will suggest two options: click Link data button
To open the source scorecard:
Select previously imported indicator
Switch to the Data tab
Click on the Data source link
To view the dependencies between cascaded scorecard:
Select previously imported indicator
Switch to the Data tab
Click on the Data source button next to the Value field:
The dependency tree will be displayed.
계정에 KPI가 설정된 두 개의 성과표 (데이터 수용 성과표와 소스 성과표)가 있는지 확인해주세요. 아래에서 두 개의 성과표를 연결하는 방법을 알아보세요:
데이터 수용 성과표를 열고, KPI 탭으로 이동하세요
데이터를 연동할 인디케이터(indicator)를 선택하세요
데이터 탭으로 전환한 뒤, 값 필드 옆의 데이터 소스 버튼을 클릭하세요.:
추가 데이터 소스 섹션의 또 다른 성과표 버튼을 클릭하세요
소스 문서 드랍 리스트에서 소스 문서를 선택하세요:
불러올 아이템 드랍 리스트에서 연결하고자 하는 KPI를 선택하세요
다이얼로그를 닫기 위해 완료를 클릭하세요. 데이터 수용 성과표의 값과 소스 성과표 값의 연동이 완료됩니다.
To cascade a strategy in BSC Designer, use automatic or manual alignment function.
Automatic Alignment
To align scorecards automatically:
Go to the > My Scorecards
Drag and drop the Source scorecard to the Recipient scorecard
The software will match the perspectives in both scorecards by their names and will align them automatically.
Manual Alignment
To align scorecards manually:
Open Source scorecard and go to the KPIs tab
Select any item and copy it (menu Tools > Copy Indicator)
Open the Recipient scorecard
Select an item that will be a recipient of the link
Add connection (menu Tools > Paste Indicator)
The software will suggest two options: click the Link data button
Click the Link by data or Link by context button
Another way to align the scorecards manually:
Open the source scorecard, switch to the Strategy map tab
Select a source item on the strategy map
Click on the Export button on the toolbar:
Select the recipient scorecard and item:
Click the Link by data or Link by context button
The contextual connection will be displayed for both items on the Context tab.
Dependency Tree
To view the dependencies between cascaded scorecard:
Select previously imported indicator
Switch to the Data tab
Click on the Data source button next to the Value field:
KPI 탭으로 이동하세요
> My Scorecards
Strategy map tab
