Data Sources for KPIs in BSC Designer

Video manual Check out video manual for data sources.

One of the major parts of any business scorecard are performance indicators. They help to monitor the current business performance or track the progress towards some kind of business goals. It is important to have an easy to use means to enter data manually or to be able to access external data sources like data from their company's CRM or ERP systems.

Data source dialog

BSC Designer supports different ways to obtain the value of an indicator. It can be taken from some kind of database, a spreadsheet file, a web script output, or it can be entered manually.

Accessing data source

To access the data source of an indicator you need to follow these steps:
  1. Go to the "KPIs" tab.
  2. Choose any indicator there or create a new one.
  3. Click on the "KPI data source" button Data source button that is located next to the "Value" field.
The "KPI Data Source" dialog will appear. It is a starting point to specify or modify a data source for an indicator. Several options are available there. Let's review them one by one.

Data Source Options

As you can see, BSC Designer has many options that one can use to get important data into a scorecard. We recommend for you to try some of them with your data right now and see how it works for you.