Defining a structure allows performing the necessary changes in the sorting of the elements and indicators that compose the scorecard.

This topic will teach you to define the structure of a scorecard.

For that, simply follow the steps below:

1st step: Adding an indicator to the structure

To add an indicator to the structure, keep the ST009 menu open, select the scorecard created in the Create a scorecard topic and click on the button.

On the scorecard planning screen that will be opened, click on the arrow next to the Indicator button and select the "Add" option.

On the indicator data screen, fill out the following fields:

ID #: It is possible to generate a sequential by clicking on the arrow next to the field, but for this example, we will use the "IF-001" value.

Name: For this field, we will enter the name of the profit indicator; to do so, fill it out with the "Profit" value.

Indicator type: It must be filled out with the indicator type created in the Configure scorecard items topic.

Classification: For this field, we will use the "Quantitative" value.

Target indicator: Select the "Yes" option for each indicator period to be filled out with a target value.

Measurement unit: Select the value previously recorded in the Creating a measurement unit step.

Decimal places: Enter the value "3" for decimal places that will be displayed for the values of this indicator.

In the Range and Frequency fields, we will keep the configurations chosen by the system.

Once done, click on .

Thus, the system will automatically associate the indicator with the scorecard.

Repeat these steps, creating two more indicators: "IF-002 - Revenue" and "IF-003 - Expenses".

2nd step: Defining the security of the created indicator

Then, still in the ST009 menu, select the created scorecard and click on the button.

On the Security section, click on the button to add the users who will view the ID #.

Then, fill out the Access type, Permission profile, and User fields as displayed in the image below.

Once done, click on .

The security of the created indicator has been defined successfully!

3rd step: Associating sub-indicators

On this step, we will add the "Revenue" and "Expenses" indicators as sub-indicators of the "Profit" indicator.

To do that, keep the ST009 menu open, select the scorecard created in the Create a scorecard topic and click on the button.

On the screen that will be opened, select the "Profit" indicator.

On the indicator data screen, select the Sub-indicator section and click on the button.

Then, select the "Revenue" indicator and click on .

Repeat those steps to associate the "Expenses" indicator.

The sub-indicators were associated successfully!

4th step: Configuring the sub-indicator formula

On this step, we will configure the measurement formula for the "Profit" indicator, for the result of the measurement to be the value of the "Revenue" indicator measurement minus the "Expenses" indicator measurement.

To do that, keep the "Profit" indicator data screen open and select the General data > Formula section.

Then, in the Measurement field, click on the button.

On the formula data screen, click on the arrow next to the Performance button and select the "Indicator" option.

The system will open the screen to configure the Indicator() function. 

This function will return the sub-indicator values.

In the Sub-indicator field, select the "Revenue" indicator.

In the field, select the "Measurement" option.

Once done, click on the button.

Then, enter the "-" formula and add the "Indicator()" function again.

This time, use the "Expenses" indicator.

After configuring the formula, we will check if it is correct.

To do that, simply click on the Evaluate formula button, enter values for each Indicator() function, and click on the Calculate button.

Once done, the system will display the formula result.

Thus, the sub-indicator formula has been successfully configured!