Task 1. Create a Scorecard from the Profile Results

1. Verify that you are in the summary view of the Profile_LA_Customers_Custom profile results.
2. Select the CustomerTier column, and right-click on the column, and select Add to > Scorecard.
The Add to Scorecard wizard appears. The New Scorecard option is selected by default.
3. Click Next.
4. In the Step 2 of 7 screen, enter sc_LA_Customer for the scorecard name, and navigate to the Customers folder for the scorecard location.
5. Click Next.
6. Select the CustomerTier and State columns to add to the scorecard.
7. Click Next.
8. In the Step 4 of 7 screen, you can create, edit, or delete filters for the metrics. In this tutorial, we will not create a scorecard filter. Click Next.
9. In the Step 5 of 7 screen, select CustomerTier metric in the Metrics.
10. In the Score using: Values pane, select all the values, and click the Add All button to move the values to the Valid Values section.
Use the Shift key to select multiple values.
11. In the Metrics section, select the State metric, and select those values that have two letter state codes in the Score using: Values section.
12. Click the Add button to move the values to the Valid Valuessection.
You can see the total number of valid values and valid value percentage at the top of the section.
13. For each metric in the Metrics section, accept the default settings for the score thresholds in the Metric Thresholds section.
14. Click Next.
15. Optionally, select a metric group to add the metrics. By default, the Analyst tool adds the metrics to the Default metric group.
16. Click Next.
17. In the Default - Metrics pane, double-click the Weight column for the CustomerTier metric.
When you run a scorecard, the Analyst tool calculates the weighted average for each metric group based on the metric score and weight you assign to each metric.
18. Enter a weight for the CustomerTier and State metrics.
19. Click Save to create the scorecard.
The scorecard appears in the Scorecards workspace.