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Focal Point    Focal Point Forums  Hop To Forum Categories  Performance Management Framework (PMF)    PMF Technique: Skipping the objectives level from the scorecard summary report

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PMF Technique: Skipping the objectives level from the scorecard summary report
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Janice
Gold member
posted
Goal: To have the scorecards overview report drill down from perspective go directly to measures skipping objectives (there is only one perspective and one objective per scorecard)

Technique … copied the two programs affected so not to loose original PMF code
a_obj_measures.fex
a_get_drill_down_persp.fex

Changes to programs.

a_get_drill_down_persp

I changed this program to drill a_obj_measures instead of a_persp_objective and changed the link to say show measures (curr vs prev)

a_obj_measures,

I added the following code after the line –INCLUDE PMF_BOOKLET_DATA

TABLE FILE OBJECTIVES
PRINT OBJECTIVE_ID
WHERE SCORECARD_ID EQ &SCORECARD_ID
ON TABLE SAVE AS HOLDOBJID
END
-RUN
-READ HOLDOBJID &OBJECTIVE_ID.I11

The good news is, it worked the first time I ran the scorecard report and I was able to drill right to the measures, skipping the objectives.

Please advise if this was the correct approach or if I may have broken something down the road.

Thanks!

This message has been edited. Last edited by: Bob Jude Ferrante,


WF 8.09
 
Posts: 68 | Location: United States | Registered: March 28, 2007Report This Post
Bob Jude Ferrante
Master
posted Hide Post
Janice,

You got it right, right off the bat. This would be *exactly* the right way to customize the report to skip the objective level and go right to the measures.

Note that if you intend to upgrade PMF later to a new version, you'll have to preserve this customization if you've used any of the same name programs.


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

 
Posts: 919 | Registered: March 26, 2003Report This Post
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