This course focuses on how to surface information clearly, accurately, and quickly; expose relationships among activities and their impacts on shareholder value; determine which activities drive others and what impact these activities have on organization performance; and identify potential problems by determining 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.

• 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
• use the Batch Maintenance Facility to create and maintain models in a batch mode.

Who should attend

Formats available	Standard duration
Classroom:	3.0 days
e-Learning:	21 hours/180 day license	System Requirements

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.

This course addresses SAS Strategy Management software.

• using a performance management solution
• touring a strategy
• touring the builder interface

• defining a time period set
• creating a template
• editing the user-defined template
• creating a project
• creating a scorecard

• creating a range
• creating a column selection
• defining element associations
• defining and using element type attributes
• using the Manage Links feature

• manually adding data
• entering metric attribute values
• using the import feature
• importing links with the manage links feature
• using the batch maintenance facility
• creating and using formulas

• creating a child scorecard
• deleting and renaming scorecards

• creating a threshold
• filtering gauges
• using alert flags

• using Microsoft Office to create reports
• using trend analysis

• surfacing information in portlets
• adding classic portlets to the portal page
• adding an enhanced portlet to the portal page

• working with project preferences
• exporting and importing a project
• administering security in SAS Strategy Management