Scorecard List Component

Owned by amani imtiyas
Last updated: Feb 21, 2024
4 min read

This article contains:

1. Overview

  • This component displays the scorecards linked to a hierarchy node. Dashboard view of the Scorecard List component will be as follows:

Figure 1.1

2. Configuration of Scorecard List component

Figure 2.1

 

  • Title – you can add a title to the Scorecard List component.

  • Description – you can add a description to the component, which will be displayed above the component on your dashboard.

  • Note: Only the scorecards which are linked to the node will be listed here.

  • Search Bar- You can search for a scorecard by entering text on the type in search bar placed about.

Note: You can edit Score Card List grid by clicking on the edit icon placed at the right corner of each Scorecard.

  • Score Card Name – Refers to the scorecard name in cammsstrategy. You can edit this in the Scorecard Configuration grid.

  • Progress Comment 

  • Executive Comment – refers to the comments added for the scorecards in cammstrategy. Comments will be retrieved through cammstrategy according to the given progress date. (Data will be shown within the period which includes the given date). You can edit those comments in Scorecard Configuration grid.

  • Progress Date - You can setup a custom performance date (besides the global performance period setup at the dashboard creation phase) for scorecards individually.  This will show you data within the period which includes the given date.

  • Visibility - Enable the visibility toggle button if you want to show the Scorecard on the dashboard. The oggle button is disabled by default.

Note: You can click Save button to save the changes.

  • You can configure the fields to be shown on the ‘Scorecard List’ on your dashboard by clicking on the configure icon of the ‘Scorecard List’ component.

  • Apply to – This dropdown will allow you to apply the configurations dashboard wise, component wise or page wise at once.  Default value will be ‘Apply to dashboard’. You have the ability to select the required option from the dropdown. This dropdown will be available underneath every configuration grid.

  • Freeze 'Scorecard Title' column in the Scorecard list - If you enable this toggle button, you can see the scorecard column as the first column in the scorecard list, and even when you scroll the scorecard list horizontally, that column would remain the same.

    • Field Name - refers to the field name in Camms.Strategy.

    • Label Name – refers to the field name to be displayed on the dashboard, you can edit this as per your choice.

    • Visibility – Enable the visibility toggle button to make the fields visible on the dashboard. The toggle buttons will be disabled by default.

Note: You can click Save button to save the changes.

3. Configuration of Sub Scorecard Drilldown

If you have existing sub-scorecards configured within a scorecard which is linked to a certain hierarchy node you can simply display those sub scorecards within the dashboard using the sub-scorecard list or node components.

All you have to do is to place the sub-scorecard list or node component within the drilldown of the main scorecard component.

The main scorecard component will have two additional scorecard components (list and node) shown within the drilldown menu that could be used to config sub-scorecards within the application.

You could then configure the sub-scorecards as per your preference using the configuration menu as shown below.

The sub-scorecard view of the dashboard would be as follows:

 

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