BSC Designer

Recalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight. Use only on an owner-approved scorecard because this documented mutation has not yet been live-verified.

Generate and download a scorecard's Excel report, optionally evaluated at a specified date.

Get metadata and sharing settings for one scorecard document by numeric ID or alias.

Get one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.

Get one indicator's value, baseline, target, minimum, and maximum for the requested as-of date under its update-interval and value-inheritance settings, including each metric's effective date. Future scheduled values are not returned before their effective date.

Get detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.

List scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.

List the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.

Set one or more indicators' value, baseline, target, minimum, or maximum in one batch request. BSC Designer maps the requested date to each indicator's configured update schedule; use the returned date and metric-specific effective dates for read-back or restoration because they may be later than the requested date. Omitted metrics are left unspecified.

Update an indicator's name, description, or leading/lagging business type without changing its measured values. The tool reads and preserves unspecified metadata, then verifies the update; avoid concurrent edits to the same indicator.