Indicator Filtering – Best Practices


You may have already noticed this when designing and deploying your scorecards – the scorecard filtering by status is dependent on the indicator. For example, take a look at the following scorecard; there are both target indicators (stoplights) and trend indicators (arrows).

IndicatorBestPractice1

When selecting the filter status for the scorecard, you are presented with a myriad of options some that may be named the same thing. For example, in the above scorecard, I would see the following filter status options:

IndicatorBestPractice2

Notice that I see 4 different filter status options for “Slightly Off Target” and 2 for “Off Target”. This results from using 2 different indicators in the same scorecard, in this case stoplights and trends. Now, take a look at the default settings for each of those indicators. Notice that for the stoplight indicator – if you have left it unmodified – you see the following:

IndicatorBestPractice3

For the trend you see (if unmodified):

IndicatorBestPractice4

Notice that for the trend the three center indicators all show a display name of “Slightly Off Target” – so in the above sample scorecard, 3 of the “Slightly Off Target” indicators come from this indicator, one representing the slight down trend, one the flat trend and one the slight up trend. The fourth “Slightly Off Target” comes from the yellow stoplight indicator.

A best practice is to modify your display names so that you can easily recognize the different indicators to filter by in your scorecard. A better naming convention for the trend indicator would be as follows:

IndicatorBestPractice5

This would result in the following scorecard filtering view in the completed dashboard:

IndicatorBestPractice6

This results in a scorecard filtering option that is easy to understand and interpret.

Alyson Powell Erwin (alysonp@microsoft.com)


Comments (2)

  1. Hendrik01 says:

    (Dont know if this is the right place to post but I could find no other site which deals with PPS)

    Ok I also got this far – nice indicators and users very happy… Big red and green arrows 😉

    I do have a problem – the indicators does not show on certain user’s machines (the grid with values shows fine). I have added them to the PPS server’s Users group, I shared the ‘Progam FilesPPS’ folder… nada

    I am an administrator on the PPS Server box and everything works fine on my side…

    Anyone else experienced something similar? How can I go about to fix this "issue" or rather bug?

    Thanks!

    Hendrik

  2. pwhygle says:

    Hendrik,

    PPS is very security aware.  Everything seems to have security.

    In the dashboard designer, if you go to the Indicators section and drill down to each indicator you are having issues with.  Select the indicator.  In the middle pane of the dashboard you will probably see the icons.  If you look at the top, there is a properties tab.  Select that.  At the bottom, there is a Permissions area.  You will want to add the ‘problem’ users as readers for the indicator.

    That should fix your issue.  If it does not, I don’t know what to tell ya =)

    Paul

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