Data Discovery Guide > Part II: Data Discovery with Informatica Analyst > Scorecards in Informatica Analyst > Creating a Scorecard in Informatica Analyst
  

Creating a Scorecard in Informatica Analyst

Create a scorecard and add columns from a profile to the scorecard. You must run a profile before you add columns to the scorecard.
    1. In the Library workspace, select the project or folder that contains the profile.
    2. Click the profile to open the profile.
    The profile results appear in the summary view in the Discovery workspace.
    3. Click Actions > Add to scorecard.
    The Add to Scorecard wizard appears.
    4. In the Add to Scorecard screen, you can choose to create a new scorecard, or edit an existing scorecard to add the columns to a predefined scorecard. The New Scorecard option is selected by default. Click Next.
    5. In the Step 2 of 8 screen, enter a name for the scorecard. Optionally, you can enter a description for the scorecard. Select the project and folder where you want to save the scorecard. Click Next.
    By default, the scorecard wizard selects the columns and rules defined in the profile. You cannot add columns that are not included in the profile.
    6. In the Step 3 of 8 screen, select the columns and rules that you want to add to the scorecard as metrics. Optionally, click the check box in the left column header to select all columns. Optionally, select Column Name to sort column names. Click Next.
    7. In the Step 4 of 8 screen, you can add a filter to the metric.
    You can apply the filter that you created for the profile to the metrics, or create a new filter. Select a metric in the Metric Filters pane, and click the Manage Filters icon to open the Edit Filter: dialog box. In the Edit Filter: dialog box, you can choose to perform one of the following tasks:
    Optionally, you can choose to apply the selected filters to all the metrics in the scorecard.
    The filter appears in the Metric Filters pane.
    8. In the Step 4 of 8 screen, click Next.
    9. In the Step 5 of 8 screen, select each metric in the Metrics pane to perform the following tasks:
    10. Click Next.
    11. In the Step 6 of 8 screen, you can select a metric group to which you can add the metrics, or create a new metric group, To create a new metric group, click the group icon. Click Next.
    12. In the Step 7 of 8 screen, specify the weights for the metrics in the group and thresholds for the group.
    13. In the Step 8 of 8 screen, select Native or Hadoop as a run-time environment to run the scorecard. You can choose a Blaze or Spark engine in the Hadoop run-time environment. If you choose the Blaze or Spark engine, click Browse to choose a Hadoop connection to run the profile.
    14. Click Save to save the scorecard, or click Save & Run to save and run the scorecard.
    The scorecard appears in the Scorecard workspace.