Aggregate status calculations are helpful for showing aggregate performance across scorecards by status indicator. This calculation often shows project or measure status across an organization or department. You can use the same process to aggregate statuses for any other elements.
Create an Aggregate Status Calculation
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click on the edit Pencil icon
Navigate to the Series tab
Click on the three dots icon next to the Series you are working with, in this example, ‘Target’.
Click on Edit Series
Navigate to the Calculation tab
Select Aggregate Status from the dropdown menu
Select the Scorecards you would like to include in the aggregation, in this example, ‘Upward Airline Corporate’.
You can include all scorecards, your current scorecard, child scorecards, specific scorecards, or filter by tag.
Choose the Element Type you would like to reference data from, in this example ‘Measure’.
Select Measure name contains from the Select Measures dropdown menu
Enter the Element Name, in this example, ‘Departure’.
Set the desired Status Indicator, in this example, ‘Above Target’.
