Academy

Join the Intrafocus Academy

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategy & KPI Resources

A library of resources for anyone interested in strategic planning and KPI management

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

Spider Impact KPI Software

Intrafocus is the only EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact - Video Guides

From getting started all the way through to integrating into back-end systems.

Spider Impact - Documentation

Everything you need to know to set up Spider Impact, configure and import data

My5 KPIs - On your PC, Mac & Phone

Keep your key performance indicators to hand with the My5 KPIs universal application

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

SQL – Updating with Connect

You are here:
Estimated reading time: 2 min

To automate an update you can connect to any backend SQL server (provided you are hosting QuickScore in your own data environment).

Enter the Connect application: use your usual url and add /connect to the end. Use you usual username and password

First, you need to define the data source, click on the ‘Create New Data Source’ button, a screen like this will appear. You will need to populate it with your SQL Server information.

The example below is populated with a test Spider Strategies SQL database definition:

Click on OK to save the definition and return to the Connect home page.

Next, click on the ‘Create New Import’ button.

There are five steps to complete the import setup:

1. Basic Information

Click on the Basic Information button. Add the Name, select the Data Source as the one you have just created, and select the Import Type:

Click OK in the top-right hand corner of the screen

You will see that the Basic Information lozenge has turned blue.

2. Source Data – Adding data from SQL database

Click on Source Data, add your SQL query and click on the Run SQL button.

Move the Metric Id, Date and Value header to the top of the columns to identify the data. Click OK at the top-right of the screen.

You will see that the Source Date lozenge has turned blue.

Click on Destination Metrics.

3. Destination Metrics

The organisation tree will appear on the left-hand side of the screen. Select the organisation in which your Measures appear. In the Scorecard Tree on the right-hand side of the screen, select the scorecard area or the actual Measures you want to update. The Measures will appear in the bottom panel. If you want to remove a Measure, click on the X at the left of the Measure in the bottom panel.

Click OK at the top-right of the screen. The Destinations lozenge should be blue. Click on Mapping

4. Mapping

If the names of your measures in your source SQL database are the same as the names of the measures you have set up in QuickScore, then they will automatically map. If they are not drag the Source Date names (in the yellow boxes) over to the Mapped To column on the right.

Click OK at the top-right of the screen, you will see the Mapping lozenge has turned blue. You can optionally schedule an update.

5 Schedule

Click on the Schedule lozenge. Click on the New Schedule radio button:

The scheduling options will appear. One note of caution, although you can update every few minutes or every hour, think about how frequently you will be looking at the data.

Click OK at the top-right of the screen and finally click Save.

The connection is now complete. This will run automatically if scheduled. If you have decided to run manually, then on the Connect Home page, click Run Now against the import you want to complete.

Was this article helpful?
Dislike 0
Views: 76