Export Values From KPIs

With BSC Designer You Can Export Indicator Values, Including current values, weights, min and max, baseline and target values.

Step 1. Run Export

• Select any indicator.
• Select "Export Values" in "KPIs" menu.
• Follow the "Export" wizard. You will be asked if you wish to export the whole document or only the selected item.

Step 2. Select items to export

You can export just KPI structure, data for the selected KPI, or for the whole scorecard.

• Export data for the whole document
• Export data for the current item only
• For "Container" indicators you will be able to select if you want to export child items as well
• Choose the output format - MS Excel or CSV

A checkbox "Export indicators without data" allows the creation of an Excel template that one can fill in later and import back into BSC Designer.

Step 3. Select level of detail

BSC Designer supports different detail levels for export:

• "Changed fields from indicators" - only changed fields will be exported. For instance, if the "Min" field was changed, but the "Max" field was not changed, then BSC Designer will export only the value of the "Min" field.
• "All fields from changed indicators" - if one of the fields for the indicator was changed, then the values of all other fields for this indicator will be exported as well.
• "Default values and all fields..." - with this option BSC Designer will export all possible values, including default and inherited values.
• Values for selected dates

Step 4. Select columns to export

For this step select the columns to be exported.

Step 5. Preview

Verify that the displayed data are what you need.

Step 6. Destination file name

Enter the name of the file where the data should be saved. You can use the .csv extension so that you can open the data in MS Excel.