Define the Accumulation Formula for a Strategic Objective

Exercise 126: Define an Accumulation Formula for the Product Image Strategic Objective in US West Coast Scorecard.

1. Open the Dentorex Group Scorecard model.

2. On the Model Navigator frame, click the

buttons to expand the scorecard hierarchy and select the US West Coast scorecard:

pic_scorecard_hierarchy_us_west

3. On the Scorecard Navigator frame, click the

button next to the Customer perspective to expand the element hierarchy and double-click the Product Image strategic objective:

pic_element_hierarchy_prodimage

4. The Element Properties window opens. On the General tab, click the Value settings field and choose Max - 3 ranges - Forecast:

pic_value_setting_select

5. Similarly, click the Period level field and select Quarter.

6. Switch to the Series tab.

7. Highlight the Actual series:

pic_series_actual_highlight

8. On the Input Type field, select Formula and click Define.

pic_input_type_formula_define

9. The Formula window opens. Remove the formula that is currently in the window by selecting it and pressing the Delete key.

10. Click the Function button and select Average:

pic_formula_select_function

11. Click the Elements and Series button and select Product Image Among Consumers > Actual:

pic_formula_select_elements_and_series

12. Similarly, select the Product Image Among Retailers > Actual.

13. In the formula field, add a comma and a space between the series:

pic_formula_add_comma_space

14. Click OK and answer Yes to the recalculation question.

See the Formulas section in QPR Metrics - User's Guide for more information about using formulas.

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Define the Accumulation Formula for a Strategic Objective				Define_the_Accumulation_Formul Dear Support Staff,
Define the Accumulation Formula for a Strategic Objective