This macro is for internal use only. Therefore it is locked for editing.
The macro executes the Perform BSC planned-actual comparison
report.
Use
Calculates the degree of goal accomplishment for KPIs, objectives, and success factors of your Balanced Scorecard in the actual time period. The results of this analysis are documented in BSC cause-and-effect diagrams that are selected or assigned to the objects of the selected organizational charts, structuring models, function trees, or value-added chain diagrams.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models. If you start the macro of the same name, open models are also included.
You can also use this report to reset the model appearance after a BSC planned-actual comparison.
Output options
Calculate and mark achievement of objectives
Calculates the degree of goal accomplishment for the strategic objectives and success factors. The calculated values can be graphically represented in various forms at the object occurrences in the models.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models.
Show plan and actual values at the objects
Displays the values of the Actual value and Plan value attributes for the objects in models. No degrees of goal accomplishment are calculated and graphically represented.
If you output this report for a model for which degrees of goal accomplishment have previously been calculated and graphically represented, this information is deleted.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models.
Show icons representing achievement of objectives at the objects
Arrows indicate the degree of goal accomplishment inside the models.
The actual value of the evaluated KPI lies in the range between the minimum value and the alarm value. |
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The actual value of the evaluated KPI lies in the range between the alarm value and the plan value. |
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The actual value of the evaluated KPI is greater than the plan value. |
If you have not enabled the check box, and models already contain these icons, the icons are hidden after the planned-actual comparison.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models.
Represent degree of goal accomplishment in color at objectives and KPIs
Shows the degree of goal accomplishment of KPIs, strategic objectives, and success factors in color in the models.
The following table shows the criteria according to which the object occurrences are colored:
Red |
The actual value of the evaluated KPI lies in the range between the minimum value and the alarm limit. |
Yellow |
The actual value of the evaluated KPI lies in the range between the alarm limit and the plan value. |
Green |
The actual value of the evaluated KPI is greater than the plan value. |
If you have not enabled the check box, and selected models contain colored object occurrences, object occurrences are displayed with the default icons after the planned-actual comparison.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models.
Resets all graphical changes inside the models that were set by previous planned-actual comparisons. Degrees of goal accomplishment are not recalculated.
Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models.
Example
You can find sample models in the demo database.
If you have enabled all check boxes under Calculate and mark achievement of objectives, the model is adjusted as follows:
Context
Models of type:
Output format