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Administrator Guide
Last Updated: 2023-06-23
Set Up Analytic Scorecard Profiles and Metric Sets

Set Up Analytic Scorecard Profiles and Metric Sets

Security:
Metric Management
 domain in the System functional area.
You can create an analytic scorecard profile and metric set to group associated metrics for inclusion in a scorecard.
You can create a metric set with up to 20,000 organizations. Workday calculates the number of organizations based on the options you select for:
  • Organization type.
  • Content nodes, if using a hierarchic organization type.
  • Node levels.
  1. Access the
    Maintain Analytic Scorecard Profiles and Metric Sets
     report.
  2. Click
    Create Analytic Scorecard Profile
    .
  3. As you complete the task, consider:
    Option Description
    Name
    Enter a name for the metric set.
    Organization Type
    Select the type of organization for the metric set.
    Top Level Node
    Select the top-level organization associated with the metric set.
    Fiscal Schedule
    Select the time interval for the metric set. Example:
    Standard Corporate Schedule
    , which uses a monthly interval.
  4. From your analytic scorecard profile, click
    Metric Set Details
    .
  5. Click
    Edit
    .
    As you complete the task, consider:
    Option Description
    Inactive
    Inactivate the metric set and disable publishing.
    Skip Review
    Disable the review process for the metric set.
    Include Content
    For hierarchic organization types, include any hierarchic content nodes in the levels you select in
    Top Level Node
     and
    Levels from Top
    . Example: For a metric set based on an
    Organization Type
     of
    Cost Center Hierarchy
    , selecting this option includes the content nodes in the hierarchy.
    Metric Calculation Scope
    Include subordinate nodes in the metric set.
    Levels From Top
    Define which organizations to include in the metric set.
    Example: If you enter
    0
    , the metric set includes only the organizations you select as
    Additional Nodes
    . If you enter
    1
    , the metric set includes only the organization you select as the
    Top Level Node
    . If you enter
    2
    , the metric set includes the top-level organization as well as its immediate subordinates.
    Additional Nodes
    Select any nodes in addition to the
    Top Level Node
     to include in the metric set, and the specified levels below that node.
    Published Period
    Select the period for which you want to retrieve data. For your initial metric set setup, select the period before the first period you want to process.
    Run as Scheduled User
    For metric calculations based on a matrix report, run the calculation as the user who runs or schedules the
    Calculate Metric Values
     task.
    Run as Integration User
    For metric calculations based on a matrix report, run the calculation as a named integration system user you select.
Create custom metrics for your metric set.