Task 1. Create a Scorecard from the Profile Results

1. Verify that you are in the Discovery workspace. You can see the profile Profile_LA_Customers_Custom in the workspace.
2. From the Actions menu, select Add to > Scorecard.
The Add to Scorecard wizard appears. The New Scorecard option is selected by default.
3. Click Next.
4. 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. Verify that in the Metrics section the CustomerTier metric is selected.
9. In the Score using: Values section, select all the values and click the Add All button to move the values to the Valid Valuessection.
Use the Shift key to select multiple values.
10. In the Metrics section, select the State metric and select those values that have two letter state codes in the Score using: Values section.
11. 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.
12. For each metric in the Metrics section, accept the default settings for the score thresholds in Metric Thresholds section.
13. Click Next.
14. Optionally, select a metric group to add the metrics. By default, the Analyst tool adds the metrics to the Default metric group.
15. Click Next.
16. In the Metrics section, double-click the Weight column for the CustomerTiermetric.
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.
17. Enter a weight for the CustomerTier and State metrics.
18. Click Save to create the scorecard.
The scorecard appears in the Scorecards workspace.