The Metric Scorecard web part enables you to display the history of multiple metric items from a specified Metric list. This web part has been added to the Status Charts tab on the Project Lite, Project Standard, Project Structured and Project Office templates.
The metric history can be displayed either as a color block that maps to the metric indicator status (Target, Warning, or Danger, with the option of including the metric value) or you can display the appropriate metric indicator status icon.
The metric histories are displayed in selected Intervals (Days, Weeks, Months, Quarters, or Years) and using the selected Interval Value Formula (Minimum, Maximum, First, or Last).
The display can include a Trend icon that will notify you of any change between the last two intervals (good or bad) in each metric item.
Note: The calculation for Trend icons uses the previous two interval metric Indicator values. It uses the Target (green), Warning (yellow), or Danger (red) indicator to calculate the icon. It does not use actual metric values.
So, for example, if the current metric Indicator is Target (green) when it was Warning (yellow), then the trend icon will be positive. If the current metric Indicator is Danger (red) when it was Target (green), then the trend icon will be negative.
Click here to learn how to add a web part to a BrightWork web part page.
All web parts share basic modification functionality - click here to learn about this. Modification options specific to the Metric Scorecard web part are addressed below.
You can use the Apply Metric Value option in the Manual Number or Manual Date metrics to add metric values in the past. The scorecard will automatically adjust to these new values. An example use for this feature is if you need to enter total sales for October but it is now November. You can use the Apply Metric Value option to apply the metric to a date in October.
To configure a Scorecard:
Enter a title for the web part.
Select a chrome type for the web part:
Select the metric items to include in the scorecard.
The Available Metrics and Added Metrics windows display Metric IDs. To see the related Metric Title, click on a Metric ID and it will display under the Available Metrics window.
The Interval Definition Settings section defines the data that the Scorecard will display.
To understand this setting, examine the two images below. Both of these Scorecards are working off the same data and are configured exactly the same, except for the 'Fill in missing data points' setting.
When 'Fill in missing data points' is enabled, it creates a data point for every interval, even if the data has not changed. When 'Fill in missing data points' is not enabled, gaps will appear where there is no data.
The Scorecard Appearance section defines the how the scorecard looks and feels. You can select from a pre-defined theme, or adjust individual elements to appear how you want. A preview window on the page will update as you make changes.
Select a theme from the drop-down to change the whole scorecard look. Each theme has two presets where you can choose between icon representations or block colors backing the metric values.
You can also choose to customize the theme yourself by selecting "Custom Theme". Your changes will be reflected in the theme preview as you change them.
These settings control how the containing grid, header, metric title and interval columns, and metric trend icons appear.
Toggle between showing intervals as a block color, or as an icon.
Tip! Click the X in the color picker to set the color to transparent.
Show Metric Interval Value
Toggle whether to show the metric value. Note: When showing as block colors only.
Toggle showing an icon for the trend.
Trend icons (32 pixels):
Tip! Replace 32 with 16 or 64 in the image URLs to change the image size to 16 or 64 pixels respectively.