Creating an alignment matrix summary report
An alignment matrix allows users to display the linkages between elements across scorecards in a grid-style view. This is a great way to show how your strategy is aligned across your organization.
In This Article
Alignment matrix style reports show how different strategic elements are related across your organization. Specifically, an alignment matrix report can display the parent-child relationship between elements located in different scorecards. Alignment Matrix summary reports can be created for Objectives, Measures, and Initiatives.
This example walks through building an alignment matrix as an Objective summary report. The same steps are applicable for Measures and Initiatives reports as well. If you create the alignment report from the Objective summary report, it will mean that all of the alignment is based on the Objectives (even if you are displaying Measures or Initiatives).
Start by making sure you are in the scorecard you would like to create the alignment matrix for. This scorecard will be the first column in your report and will display the objectives you select from this scorecard (since this is an objective summary report). For best results, we suggest selecting a top-level or parent scorecard to build this report in.
Click on the Objectives menu in the top navigation and select Manage Objective Reports.
Click on the plus icon to add a new report.
Give your objective report a Name and select Alignment Matrix from the Report Type dropdown.
For an Objective Alignment Matrix report, a new dropdown will appear providing the option to select a Matrix Child Element. This will determine the type of element alignment that will appear in the report. When making this selection, it is important to remember that all alignment in the report is based on the objectives in the current scorecard that the report is being created in. To make this more clear, let’s break this down by element type. If you select…
- Objectives: This will display objectives from other scorecards that are linked to the objectives from the current scorecard.
- Measures: This will display measures from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard.
- Initiatives: This will display initiatives from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard.
There are a few more options on for this report. Access Type sets the visibility of the summary report. For more information on access types, please see this article: Setting access rules for a summary report. If you are interested in learning about how to leverage Page Breaks, check out this help article.
Click into the Objectives tab. Here, you can select which elements to include in this report.
Under Select Elements, click on the green button. Check the box next to the objectives from the current scorecard that you would like to include in the report. As previously mentioned, these are the objectives that will display in the first column of the report and that the alignment of the report will be based on. Click Save.
Under Select Matrix Scorecards, check the box next to the scorecards that you would like to include as additional columns in the report. The element type that you selected for the Matrix Child Element will display in these columns, based on their links to the objectives in their scorecard and their corresponding linkages to the objectives selected above. Click Save.
If you would like to filter the objectives from the current scorecard (first column) included in the alignment matrix, click the Add Filter button to add filter criteria based on objective attributes. Check out this article to learn more about filtering summary reports.
In our example, we can customize the order in which measures appear on the report. Click into the Element Order tab. Check the box next to Use Custom Element Sort Order. Drag and drop, or use the blue up and down arrows, to customize the order that the objectives will appear in the report. Don’t forget to click Save once you are finished customizing your Alignment Matrix report!