How to transfer 12 month moving metrics from one organization to another

Updated on August 29, 2016 in Scorecards
5 on August 10, 2016

We have many 12 month moving metrics. It is a very tedious process to build 12 month moving metrics.perhaps someone has some shortcuts? We had hoped to just build the set of metrics in one organization and then copy to the subsequent ones. Completed our first set and tested copy to another an organization at the same level. While the basic formulas adjust, the 12 month moving formula continues to point to the measures in the original organization. Any ideas?

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0 on August 18, 2016

Hi PerArdua, 

Could you show me the formula you are using for the 12 month moving metrics please.

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0 on August 18, 2016

 

The formula transferred fine after we removed some test data. It happens with scoring also. I realize it is a feature in some cases. The formula is sum( M(1121), M(1121,-1p), M(1121,-2p), M(1121,-3p), M(1121,-4p), M(1121,-5p), M(1121,-6p), M(1121,-7p), M(1121,-8p), M(1121,-9p), M(1121,-10p), M(1121,-11p))

 

I do have another question. We want to import users, owners and updaters. the example spreadsheets refer to user_key. scorecard_object_key and group_key. We’ve already manually added some users. Where do we find these? Does scorecard_object_key refer to the measure ID?

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0 on August 18, 2016

 

The formula transferred fine after we removed some test data. It happens with scoring also. I realize it is a feature in some cases. The formula is sum( M(1121), M(1121,-1p), M(1121,-2p), M(1121,-3p), M(1121,-4p), M(1121,-5p), M(1121,-6p), M(1121,-7p), M(1121,-8p), M(1121,-9p), M(1121,-10p), M(1121,-11p))

 

I do have another question. We want to import users, owners and updaters. the example spreadsheets refer to user_key. scorecard_object_key and group_key. We’ve already manually added some users. Where do we find these? Does scorecard_object_key refer to the measure ID?

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1 on August 26, 2016

Hi PerArdua,

It’s good to hear you have resolved your previous problem!  

Where did yo get the spreadsheet values you refer to?  They are not generally available.  It is not possible to import users, Owners and Updaters in the current versions of QuickScore/Scoreboard.  Are you on a beta release by any chance?  If so, we should deal with your questions outside this forum.  If you send an e-mail to contact@intrafocus.com they can set up a dialogue with you.

on August 29, 2016

I’m on version 2.10.3 and am able to import.

 

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