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Creating and Administering Scorecard Projects

Duration: 2.0 days
CEUs: 1.2
(This course is not currently scheduled.)

This course focuses on how to surface information clearly, accurately, and quickly, expose relationships between activities and their impacts on shareholder value, understand which activities drive others and what impact these activities have on organization performance, and identify potential problems by understanding their root causes. In the course, you plan and create a scorecard project; create and populate parent and child scorecards; create and apply thresholds, ranges, and column selections; create element hierarchies and display dashboards; and create diagrams. You manage a scorecard hierarchy; create aggregate views; and create comments and preferences. Finally, you access a scorecard through Microsoft Office and apply security measures.

Learn how to

Who should attend

Modelers, business analysts, and administrators

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Prerequisites
This course requires no prior SAS experience or training. Before attending this course, you should have experience building, implementing, and using at least one kind of performance management framework, for example, a balanced scorecard.
Course Contents
Getting Started with SAS Strategic Performance Management
  • using a Performance Management solution
  • course overview
  • key views
  • touring the interface
The SAS Information Delivery Portal
  • using the SAS Information Delivery Portal
Creating Templates, Element Types, Metric Attributes, Projects, and Scorecards
  • planning a project
  • creating a template
  • creating and associating element types
  • defining metric attributes
  • enabling additional languages
  • creating a project
  • creating a scorecard
Adding Data to the Scorecard
  • adding data to element tables
  • creating a child scorecard
  • entering metric values
  • creating input forms
  • using input forms to enter data
  • creating and applying thresholds and alerts
  • creating and using formulas
  • applying weights to metric values (self-study)
Creating and Applying Ranges and Column Selections
  • creating a range
  • creating and using a column selection
Displaying Element Associations and Dashboards
  • displaying element associations
  • displaying dashboards
Creating Diagrams
  • creating a diagram
  • editing a diagram
Creating and Managing a Scorecard Hierarchy and Creating Aggregate Views
  • creating and managing a scorecard hierarchy
  • alternative methods for populating a scorecard
  • displaying aggregate tables
Creating Comments, Project Preferences, and Personal Preferences
  • creating comments
  • creating preferences
Accessing a Scorecard through Microsoft Office
  • the SAS Add-In for Microsoft Office
Applying Security
  • reviewing SAS Strategic Performance Management security
  • setting SAS Strategic Performance Management permissions
  • using SAS Strategic Performance Management roles (self-study)
Software
This course addresses SAS Strategic Performance Management.
Course Materials
Students receive a hardcopy of the course notes and, in some courses, can choose to take home a copy of the course data.
Share Your Thoughts
Are there additional topics you'd like for this course to address? Would you like for this course to be offered at another training facility? Let us know by adding to our Interest List.
Available for on-site training or can be scheduled at any SAS training facility


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