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SOLVED

Scorecard Elements (Questions, Answers) Displayed in Views and Reports

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Level 3

Hello Community,

Has anyone had any experience with retrieving and displaying scorecard questions and answers in views and reports? If this is you, please share some code snippet and ideas on how to implement it. (Note: I found four available scorecard tables in the API Explorer and it seems that I need to do some text mode reporting.)

This is my scenario - I've got a scorecard with 5 questions linked to multiple projects in the Business Case section of each project. Moreover, I want to display the selected scorecard values/answers based on the scorecard questions in a project view inside a portfolio. Once that's implemented, I'd like to update any of those scorecard answers from the project view instead of clicking each individual project and getting to the scorecard in the Business Case section, one at a time.

Thank you for your feedback and help in advance.

Cheers,

+Pavlin

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1 Accepted Solution

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Correct answer by
Level 9
Level 9

Hello friends, to view a project's scorecard questions and responses, you can add this text mode to a project view/report:

displayname=Scorecard

listdelimiter=<div>

listmethod=nested(alignmentValues).lists

textmode=true

type=iterate

valueexpression=CONCAT("Q: ",{scoreCardQuestion}.{name}," - A: ",{scoreCardOption}.{label}," - ",{numberVal}," pts.")

valueformat=HTML

Because this is a collection, it is not possible to apply conditional formatting; although you can conditionally filter if you adjust the valueexpression to only display questions or responses that meet a certain criteria.

It is not possible to inline edit scorecard data in a project view because responses are a collection within the project, and collections cannot be edited inline.

Hope this helps a little.

View solution in original post

5 Replies

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Level 6

No answers here? did you find anywhere else?

I was hoping report on scorecards would yield question and answer views. We aren't using yet and will not use in full intended capacity but not finding a way to report on.

was hoping to provide a visual with corresponding color values (yes, maybe, no etc) since you can't do that in actual scorecard.

guess a regular form will need to be created??

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Level 3

Hi Tegwyn,

Unfortunately, no answers here... I've already implemented a custom form to replicate the scorecard, but it's not the best solution, b/c I have to maintain both the scorecard in the business case area, as well as the scorecard in the custom form.

Best,

+Pavlin

Avatar

Correct answer by
Level 9
Level 9

Hello friends, to view a project's scorecard questions and responses, you can add this text mode to a project view/report:

displayname=Scorecard

listdelimiter=<div>

listmethod=nested(alignmentValues).lists

textmode=true

type=iterate

valueexpression=CONCAT("Q: ",{scoreCardQuestion}.{name}," - A: ",{scoreCardOption}.{label}," - ",{numberVal}," pts.")

valueformat=HTML

Because this is a collection, it is not possible to apply conditional formatting; although you can conditionally filter if you adjust the valueexpression to only display questions or responses that meet a certain criteria.

It is not possible to inline edit scorecard data in a project view because responses are a collection within the project, and collections cannot be edited inline.

Hope this helps a little.

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Level 2

This is so helpful, but can someone show me an example of a report they did using the Text Mode answer above? I have to do the same thing here! Thanks in advance!

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Level 2

I got this to work...somewhat. It's pulling the percentage value of the answer to the question, but excludes the points for the question. I could use some help on this one!