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Strategy Tab - Refresh


greetings of the season...!!

We have a requirement ,where the strategy tab needs to be refreshed based on the period and periodicity that is selected in the scorecard tab.

If you see now, there is no period selection ( YTD, Quarter To Date,Latest Month) etc. in the strategy tab while in the scorecard tab it exists.

Please correct me if i am wrong, strategy tab displays the status indicator only for the current period.

while in the scorecard , the user can choose the end period & periodicity.

Is there any way to customize the same.

Strategy Tab should be automatically refreshed for the period that user selects in scorecard.?

Allow drop - downs , in strategy tab also to select the period.

Has anyone encountered similar kind of request.

Thanks & Regards,

Sridhar Sundaram

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1 Answer

  • Posted on Jan 02, 2014 at 12:20 PM


    You are not the first to want to define which period is used for the status indicators on the Strategy map. Currently it is based on the latest period linked to the minimum periodicity as defined in Scorecard defaults.

    There is an enhancement request in the Ideas place (Select periods of time in "Goal diagram” and “Cause and Effect diagram") that has the status of Under Review so you could add your voice to those asking for this by voting for it!


    Colin Cooper

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