How to collect Data and Schedule
You must enter data in Indicators and its references, if any, so they can be analyzed, making the analysis of the attainment of objectives possible.
In the Balanced Scorecard, you can enter indicator data two ways:
Manual Mode
Data for indicators are manually entered by means of datasheet.
Procedures
To manually enter data:
| 1. | In the Maintenance window of chosen indicator, select the Values Worksheet. Choose the results worksheet or the reference worksheet to add data. |
The System displays the folder contents with the dates (based on indicator analysis frequency). You must enter their values.
| 2. | Enter desired values per date. |
| 3. | Enter the values in this worksheet, in the Value column. The Sum column displays the sum of the Value column (if indicator is cumulative) or simply repeats the value (if not cumulative). |
Automatic Mode
In this mode, data are collected from a source of data accessed via DbAccess, such as a Microsiga Protheus® or SIGADW database.
Procedures
To automatically collect data:
| 1. | To automatically collect data you must create a Data Source. You must know Protheus database very well. To create the Data Source, in the Maintenance window of chosen Indicator, select the Data Source folder and click New. |
The System displays the contents of the selected folder.
| 2. | Enter Data Source data, such as: |
| • | 'Main' Folder |
| • | Data Source name |
| • | Scheduling |
The Balanced Scorecard ascribes this Source an ID for scheduling purposes.
| • | Data Source description |
| • | Class |
Enter the data source class:
| • | DbAccess |
A Select SQL standard is executed, which you must fill out.
| • | AdvPL |
You must fill out an AdvPL function return with a bidimensional, 2 position array. The first position is a date and the second, the value. Example of AdvPL function return: Return {{CTOD('1/1/07'),123},{CTOD ('2/1/07'),234}}.
| • | Reference Source |
If this option is checked, the reference values worksheet is filled out, not the results worksheet.
| • | Configurations Folder |
| • | To use the Protheus Server Environment |
If you prefer to use an environment already entered in MP8Srv.ini, select this option and enter the Environment.
| • | Use the following DBAccess Connection |
Enter a new connection to DBAccess, filling out the default parameters to create Alias in the Top.
| • | Statements Folder |
Enter the statement (DBAccess) or function (AdvPL) to return the values.
All information coming from data source must have data and value referring to that date for indicator.
In case of an SQL clause (DbAccess), the date must be referenced as BSCDATA and the value as BSCVALOR.
Example:
Syntax to return amount bought of a certain product:
SELECT C7_EMISSAO AS BSCDATA, C7_QUANT AS BSCVALOR FROM SC7990 WHERE C7_PRODUTO=\"000001\"
According to the returned date, Balanced Scorecard updates the values worksheet based on frequency. For example, in case the above Select returns the following values:
BSCDATA |
BSCVALOR |
1/1/07 |
25.00 |
1/23/2007 |
30.00 |
2/1/2007 |
40.00 |
If it is a monthly sheet, values would be:
Year |
Month |
Value |
2007 |
01 |
30 last value fetched this month. |
2007 |
02 |
40 |
Hence, the (Select) query must gather data already filtered and unique per period.
| • | Scheduling Imports |
See the Configurations Menu option for further scheduling information.