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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:

Choose a filter that you created for the profile. Click

Select an existing filter. Click the 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

Optionally, you can choose to apply the selected filters to all the metrics in the scorecard.

The filter appears in the

Metric Filters

pane.

In the

Step 4 of 8

screen, click

In the

Step 5 of 8

screen, select each metric in the

Metrics

pane to perform the following tasks:

Configure valid values. In the

Score using: Values

pane, select one or more 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.

Configure metric thresholds. In the

Metric Thresholds

pane, set the thresholds for

Good

Acceptable

, and

Unacceptable

scores.

Configure the cost of invalid data. To assign a constant value to the cost for the metric, select

Fixed Cost

. To attach a numeric column as a variable cost to the metric, select

Variable Cost

, and click

Select Column

to select a numeric column. Optionally, click

Change Cost Unit

to change the unit of cost. If you do not want to configure the cost of invalid data for the metric, choose

None

Click

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

run-time environment option to run the scorecard. If you choose the Hadoop option, click

Browse

to choose a Hadoop connection to run the profile on the Blaze engine.

Click

Save

to save the scorecard, or click

Save & Run

to save and run the scorecard.

The scorecard appears in the

Scorecard

workspace.

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User Guide

User Guide

Creating a Scorecard in Informatica Analyst

Creating a Scorecard in Informatica Analyst