User Guide

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Creating a Scorecard in Informatica Analyst

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

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

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

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

Select an existing filter. Click edit icon to edit the filter in the

Edit Filter

dialog box. Click

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

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

In the

Step 7 of 8

screen, specify the weights for the metrics in the group and thresholds for the group.

In the

Step 8 of 8

screen, select

Native

Hadoop

as the run-time environment to run the scorecard.

Click

Save

to save the scorecard, or click