4.1 chapter 6 - attaching drill objects to the tactical scor

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Chapter 6: Attaching Drill Objects

to ScorecardsAfter completing this lesson, you will be able to:

Attach CorVu objects, such as graphical analyses, executive alerts,

reports, or other scorecards to a scorecard element.

Attach non-CorVu objects, such as an Excel document, Powerpoint

presentation or a Web page to a scorecard element.

Analyze the scorecard using attached drill objects.


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Attaching Drill Objects to Scorecards Attaching CorVu Objects to Scorecard Elements

Attaching CorVu Objects to Scorecard Elements

Attaching drill objects to the tactical or strategic scorecards are primarily used for the

analysis of the scorecard. Drill objects are usually built from the query supporting the

KPI measure, unless it is necessary to obtain the data from another source, such as a web

site or another application.

Based on the Service Centers management change in 1999, more information is required

about the key indicators, particularly in the area of Customer Service, since the

department is not performing well. Your CorVu analyst has created a series of CorVu

objects to review the customer service performance by tech rep. You will attach theseobjects to the Customer Service inputs in the tactical scorecard.

Complete the following steps to open the Customer Service scorecard:

1. Select the File|Open menu selection or select the Open Scorecardbutton onthe toolbar.

2. Select the previously saved Service Center.pmm.

3. Click Open to continue.

4. Right-mouse click in the scorecard pane and select the Double Click Icon

option and choose Activate Reference.

TipBy activating the referenced scorecard you can now double

click on the objectives score or the icon to display the referenced

scorecard.

5. Double-click on the Customer objective to display the customer service

tactical scorecard.

Complete the following steps to attach a graphical drill down to the Issues

Outstanding at EOM input:

1. Right-mouse click the Issues Outstanding at EOM input in the Scorecard

pane.

2. Select Drill Objects from the right-mouse click menu.

Page 6-2 CorVu Corporation 2000


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Attaching CorVu Objects to Scorecard Elements Attaching Drill Objects to Scorecards

This will open the Edit/Select Drill Object dialog box.

3. Select the Add button to add a drill object.

4. Select the File button and select CorVu Scheduled Query.

5. Select Issues Outstanding DD.sqy and select Open.

6. Select the Description button and change the description to Issues

Outstanding with Drilldown.

7. Select OKto continue.

8. Select OKfrom the Object Type dialog box.

9. Select OKfrom the Edit/Select Drill Object dialog box.

CorVu Corporation 2000 6-3


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A drill icon will display on the Issues Outstanding at EOM input icon in

the design pane. Your scorecard should look similar to the one displayed

below.

TipThere is two ways to view the attached drill object description.

Drill objects can be displayed by right-mouse clicking on the scorecard icon and thenselecting the drill objects option from the short cut menu.

Mouse over the drill icon attached to the scorecard icon to display the drill objects

attached to any scorecard icon.

Complete the following steps to automatically launch the Drill Down object when

double-clicking an icon in the scorecard:

1. Double-click on the drill icon attached to the Issues Outstanding at EOMicon.

Note: No prompts are seen since the file attached is built off a scheduled

query.

The following series of drill down graphs are displayed:



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Sally has the highest average issues outstanding by far. Drill down into her bar to

see the trend over time of issues handled by Sally.

From the data it appears that Sally continues to accumulate issues without ever

resolving them. You will look at one other way of comparing issue resolutionacross tech reps before moving on.

2. Close the Graphical Analysis module to continue.

Complete the following steps to attach a second object to the Issues Outstanding at

EOM input:

1. Right-mouse click the Issues Outstanding at EOM input in the Scorecardpane.

2. Select Drill Objects from the short cut menu.

3. Select Add.4. Keep CorVu Object as the Object Type.

5. Select the File button to add a drill object.

6. Select CorVu Quick Report as the Type of CorVu file and select OK.

7. Select the AverageIssues Outstanding Scheduled.qrp in the File Open

window.

8. Select the Description button and change the description to Issues

Outstanding Quick Report and select OKto finish.

The object is now attached to the Issues Outstanding input icon.

9. Double-click the drill icon attached to the Issues Outstanding at EOM icon

in the Scorecard pane.

Note that two choices are provided, the Drill Down analysis or the Quick Report.

10. Select the Issues Outstanding Quick Report to view.



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The report should look similar to the one shown below:

The report confirms that Sally frequently has a very high number of issues

unresolved at the end of the month.

11. Close the Quick Report.

12. Close the Graphical Analysis module.

13. Save the scorecard by using the save button on the tool bar.

Now lets see how the technical reps perform regarding resolving issues

on the 1st call:

Complete the following steps to attach two CorVu objects to the Resolved 1st Call

input:

1. Right-mouse click the Resolved 1st Call input in the Scorecard pane.


3. Select Add.

4. Select File and keep CorVu Object as the Object Type.

5. Select CorVu Executive Alert as the Type of CorVu file.

6. Select the %Resolved 1st Call.dss in the File Open window and select Open.

7. Select the Descriptionbutton and type % Resolved 1st Call Alert.

8. Select OKfrom the Object type dialog box and from the Edit/Select DrillObject dialog box to continue.

9. Save your scorecard by selecting the save button on the toolbar.



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An Executive Alert is now attached to the Resolved 1st Call input icon.

10. Double-click on the drill icon attached to the Resolved 1st Call input icon.

The Executive Alert should look similar to the one shown below:

Hint Double-click on the speedometer to drill-down into the color-coded

spreadsheet. Then tile to view both windows on the same screen..

Not only is Sally not very good at resolving open issues, she is also unable to resolve

many issues on the first call. Sally needs to be put on a performance plan and given some

additional training to satisfy her job requirements.

Mary originally didnt answer many issues right away, however, her performance hassteadily improved over time. Mary was new in the beginning of 1998 so she needed to

research many questions. Checking back to the number of calls outstanding at the EOM,

we see that Mary now has very few calls outstanding. She has really climbed the learning

curve at her job. You consider giving her the most improved award for the year.

Fred is clearly the outstanding performer in the group. He knows the products inside and

out and can answer virtually every question. You decide to ask Fred to put together a

seminar for the other technical representatives. The organization needs to do a better job

at sharing what Fred knows!

Close the Executive Alert and the Graphical Analysis modules if they are open.



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Quick Review: Drill Objects

Right mouse-click on the icon and select Drill Objects.

Select Add in the Edit/Select Drill Object dialog box.

Select the Object Type and the Object Path.

Select the object and then rename the description by selecting the Description button.

Mouse over the Drill to view the drill object description.

Double-click on the drill to launch the drill object.

CONGRATULATIONS! You have completed this lesson on attaching drill-down

objects to your scorecard. Please continue to the exercises that follow to reinforce the

concepts you just learned. In the next chapters you will learn more about using templatesto create scorecards and getting input data from multiple sources.



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Attaching Drill-down object steps:

1. Right-mouse click on the Inventory Value Input icon in the Scorecard pane.


3. Select Add to add the object.

4. Select the Filebutton, choose a CorVu Query and clickOKto continue.

5. Select the Inventory Value with DD.qry then select the Open button.

6. Select the Description button and type an appropriate name for the filedescription.

7. Select OKfrom the Edit Description dialog box.

8. Select OKfrom the Object Type dialog box.

9. Select OKfrom the Edit/Select Drill Object dialog box.

10. Repeat this process to add the Supplier Names & Addresses.xls and the

CorVu Web Site.

If Excel is installed on the computer you are using, you should see an Excelspreadsheet that shows each supplier and whether or not they have a Forward

Purchase Agreement with Outback Warehouse and Service Center.

The spreadsheet should look similar to that shown below:

From the spreadsheet you can determine the suppliers with whom Outback

Service Center still needs to negotiate Forward Purchase Agreements. If you hadthe actual FPA contracts, you could attach those as drill down objects also!!

11. Close the Excel spreadsheet when you are done reviewing it.

Ideally, a web page that describes details of the products in inventory would be selected.

Multiple pages could be added so you could drill into the Web page of each supplier.



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1. If you have a Web Browser on your computer, double-click the InventoryValue Input in the Scorecard pane to view the web page.

2. Close your browser when you are done reviewing the products.

ClickSave button on the Scorecard toolbar to save the additions to your scorecard.


4.1 chapter 6 - attaching drill objects to the tactical scor

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