Creating List Scorecard Widgets for each Assignment Group

[Brian Valente]

I've been tasked to create a Dashboard with a scorecard for each Assignment Group we have under IT (34 groups)

The scorecard needs to have 7 indicators listed. (each Assignment Group will be put under a tab for each Director)

The only solution I have come up with so far is to create individual indicators for each group (238) as an indicator group and then display that indicator group in a list scorecard

Having this many indicators could make it difficult to manage.

Any suggestions on how to handle this differently would be appreciated

[Laszlo Balla]

Did I understand correctly that it would mean 34 tabs? Or perhaps less if there are multiple groups under the same director. Still... is it necessary to do it this way?

I mean, you could work with cascading interactive filters, either with 1 or 2 levels (if director is not needed, then just a simple interactive filter😞

1. Choose Director [if this level is necessary at all]
2. Choose Assignment group [level 1 will filter this for the choices for the director's groups]

Then you would have your 7 indicators configured to follow interactive filters.

If the idea is that the report would be viewed by the actual directors, you could create a "My Assignment Groups'" type of dashboard, where the indicators would already have a dynamic report filter for the logged in user, i.e group director = me (of course, this requires an existing relationship between the group record and the director which you could leverage, e.g. via the Group Manager field, or a custom field). There could still be an interactive filter for the group selection as described above. The only difference is the director selection would be "built in" and would not require the user to choose anyone. This also means, that this dashboard would only work for the actual directors and would not display any data to others.

So if you have different audiences, you could also combine the above 2 approaches.

These would be my initial ideas. If you have no other option but to create tons of separate reports, at last consider using report sources, so you can reuse the same datasets as much as possible.

[Brian Valente]

Thank you for the reply back on this, thankfully there are multiple groups under 1 director which reduces the amount of tabs needed. The push is to have this information in Performance Analytics so that we can start identify trends, set targets and identify improvements. I also have a Dashboard created as you mentioned but that is displaying real time information.

I am going to take a look at the report sources, thanks again