Create a scorecard and add columns from a profile to the scorecard. You must run a profile before you add columns to the scorecard.
In the
Library
workspace, select the project or folder that contains the profile.
Click the profile to open the profile.
The profile results appear in the summary view in the
Discovery
workspace.
Click
Actions
Add to scorecard
.
The
Add to Scorecard
wizard appears.
In the
Add to Scorecard
screen, you can choose to create a new scorecard, or edit an existing scorecard to add the columns to a predefined scorecard. The
New Scorecard
option is selected by default. Click
Next
.
In the
Step 2 of 8
screen, enter a name for the scorecard. Optionally, you can enter a description for the scorecard. Select the project and folder where you want to save the scorecard. Click
Next
.
By default, the scorecard wizard selects the columns and rules defined in the profile. You cannot add columns that are not included in the profile.
In the
Step 3 of 8
screen, select the columns and rules that you want to add to the scorecard as metrics. Optionally, click the check box in the left column header to select all columns. Optionally, select
Column Name
to sort column names. Click
Next
.
In the
Step 4 of 8
screen, you can add a filter to the metric.
You can apply the filter that you created for the profile to the metrics, or create a new filter. Select a metric in the
Metric Filters
pane, and click the
Manage Filters
icon to open the
Edit Filter:
column name
dialog box. In the
Edit Filter:
column name
dialog box, you can choose to perform one of the following tasks:
You can choose a filter that you created for the profile. Click
Next
.
Select an existing filter. Click edit icon to edit the filter in the
Edit Filter
dialog box. Click
Next
.
Click the plus (+) icon to create filters in the
New Filter
dialog box.
Click
Next
.
The filter appears in the
Metric Filters
pane. You can apply the same filter to all the metrics in the scorecard.
In the
Step 4 of 8
screen, click
Next
.
In the
Step 5 of 8
screen, select each metric in the
Metrics
pane and configure the valid values from the list of all values in the
Score using: Values
pane. You can perform the following tasks in the
Step 5 of 7
screen:
You can select multiple values in the
Available Values
pane, and click the right arrow button to move them to the
Valid Values
pane. The total number of valid values for a metric appears at the top of the
Available Values
pane.
In the
Metric Thresholds
pane, configure metric thresholds.
You can set thresholds for
Good
,
Acceptable
, and
Unacceptable
scores.
Select each metric and configure the cost of invalid data. To assign a constant value to the cost for the metric, select
Fixed Cost
. Optionally, click
Change Cost Unit
to change the unit of cost or choose
None
. To attach a numeric column as a variable cost to the metric, select
Variable Cost
, and click
Select Column
to select a numeric column.
In the
Step 6 of 8
screen, you can select a metric group to which you can add the metrics, or create a new metric group, To create a new metric group, click the group icon. Click
Next
.
In the
Step 7 of 8
screen, specify the weights for the metrics in the group and thresholds for the group.
