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

create a project, template, and scorecard hierarchy and add data to the scorecard
create and apply thresholds, ranges, and column selections
display element associations and dashboards
create diagrams, create and use aggregate views, and create and view comments
access a scorecard through Microsoft Office
apply security.

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.

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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

This page was created using SAS software.

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