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Step-by-Step to define a Scorecard with Conditional Format visualization.

Screcard can visualize conditional formats, but scorecard does not have special calculation engine (see DS 1.6 Scorecard – Conditional Formatting | SCN). This means in the practice, you need to assure conditional formats are defined in the data source.

– following example is showing technical aspects, the values are really random –

How to assure Conditional Formats in data source?

You have basically 2 options, based on your source system.

Option 1: Bex Exception in Query Definition (BW)

Option 2: Conditional Formats definition in Analysis Office (BW, HANA)

Here I show you the option 2.

1. Open your data source in Analysis Office

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2. Define your drilldown

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3. Define your Conditional Formats

( in this example it is defined on second measure with T15 in key, sorry, this test data source does not have texts)

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4. In addition I have created second Conditional Format “for Results” to have also the option for the result values.

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5. When you finished, use “Smart Copy” and go to Design Studio.

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6. There, use Smart Paste on Data Sources

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Now, your data source is transferred also with the definitions for conditional formats.

In Design Studio, I want to create simple Scorecard with Bullet Chart column.

7. insert Scorecard and assign Data Source

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8. Then, in additional properties you will see

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9. and this is also the sequence you always need to define scorecard

  First, assure your Dimension selected for Row Scope is correct (see the blog for more on this topic Design Studio 1.6 – View on Scorecard Component)

  Second, use always “Generate Initial Scorecard” button

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By default, you get the initial scorecard – now you can change what you want (here I concentrate only on the last column)

10. Let us change the type to “Bullet Chart” on column 4. I delete also column 2 and 3.

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11. Now, let us check again what is currently selected to display:

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Actual Value is the measure 1 (34950 in row 1)

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Target Value is measure 2 (957 in row 1)

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12. The problem is, somehow all rows loot similar (the visual comparison is not possible).

Explanation: the setting “Auto Value Axis” is ON. This means, scorecard is adjusting the chart axis per row. And for this reason all rows are looking similar.

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13. Deselect this property and adjust the values to the lowest and highest value across ALL ROWS!

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14. Effect is now a bit better:

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15. Now, we want to use Conditional Formatting.

I use the property “Actual Color” and select the result cell to read the conditional format from.

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Important: Binding Type is “Conditional Format Value”

16. This is not yet enough, now I know that I will get the values of the conditional format, maximum is 1 to 9 (numbers) and can apply conditional display in scorecard.

(now scroll up to see what was defined for Results – only “1” is set to value > 1000)

I add the conditional display and define only the value “1” to “Good”.

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17. and the effect is, FAX is GREEN

I hope this helps some of you to understand how to use conditional formats in Scorecard.

All steps are numbered, so if something is unclear, ask placing the step number.

Example

I have exported the data source to CSV and the example is available here.

applications/SCN_SCORECARD_CONDITIONS-20160418202440.zip

You can find in it 2 Scorecards and 2 data sources. The first one will not work offline, the second will display data, but w/o conditions.

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6 Comments

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    1. Karol Kalisz Post author

      Hi Maria,

      Charts used in Scorecard are “micro charts” with focus on visualization which can hint you to look in detail on the selected row or series. For this reason the charts are very basic – and tooltips are deactivated. In the inital UI5 (SAPUI5 Explored example column chart) the tooltips were not really helpful:

      mc1.PNG

      and on big number of values display of this kind of tooltips is not bringing value.

      Therefore it was decided to deactivate them. I assume you would like to have “single” tooltip on the concrete value, for that you can open idea in http://ideas.sap.com/.

      Karol

      (0) 
      1. Maria Daniela Petersen Marichal

        Thanks Karol.

        Yes, we would like to have “single” tooltip, i will submmit the idea.

        Another question we have is regarding the colors of bar charts. Currently is possible to change them using conditional format, but we can only choose the ones from the list (basically red, green, yellow, gray) but i would like custom colors. There is an option called “custom” but i wasn’t able to find where to define it, any ideas? our queries are based on .unx

        (0) 
  1. Manish Vaswani

    Hi Karol,

    Thanks for sharing the approach to customize the conventional conditional formatting of Bex via Analysis.

    I tried the scenario in Design Studio Local mode

    I used Bex query in analysis via BW systems on local logon Pad and it worked.

    But when i try SAP Business Objects mode in Design Studio this approach doesnt work.

    hence i used a BICS connection in Analysis and did the same smart copy and that doesnt works either.

    Would you please let me know if i can make it work on BO mode for BICS Connections?

    (0) 
  2. Chaitanya Bhure

    HI Karol,

     

    Nice post, guess I am new to Design Studio & referring to your blog now 🙂

    I got all the steps except STEP # 4 – Condition Format for Result

    I have defined my conditions on BEx end and can see them on AFO as well. Just the STEP #3 & not 4. Seems I am mistaking here, I can see all the numbers/bullet chart in one single color. Either RED or GREEN. Please can you help me understand where to define/how to achieve STEP #4?

     

    This is being a showstopper for me now. Any insights will be highly appreciated.

    Regards,

    Chaitanya

     

    (0) 

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