1. First make sure that the data entries in the Excel spreadsheet have been updated and the "As Of" date on the Scorecard worksheet page has been set to the appropriate monthend (for detailed instructions, double-click here:
). Click F9 to recalculate the spreadsheet. Then select File Save to save the updated spreadsheet, but leave it and Excel open while you continue with the following steps. (Note: You can switch to Notes quickly by using the Windows command Alt-Tab or Ctrl-Escape.)2. From the main Notes Menu, select Compose. A list of forms appears. Click or press 2 for Scorecard. A scorecard form appears with the steps for completing the information, numbered from 1 to 9. These steps are hidden once the scorecard is completed. Default information is displayed in steps 1 to 3. The information for step 1 (Region) and 2 (Spreadsheet Name) is taken from the Region Information Document for your location. (Note: For more information on the Region Information Document, double-click here:
.) The default "As of" date is the most recent monthend.3. Verify that the information in step 1 through 3 is correct. If any are incorrect, change the information to match your region and date. Note: Dates must be entered as month ending dates, in mm/dd/yy format. If you leave off the year, Notes will assume the current year.
4. Add any optional footnotes in step 4. Footnotes are limited to one line of text. It will appear at the bottom of the printed Scorecard.
5. You are now ready to retrieve information from Excel. Before proceeding, select File Save from the Notes menu to save the Scorecard form.
6. Click on the Values button. This updates all the Scorecard results and trend indicators. Verify the Region displayed in the confirming NOTE window. If it is correct, click on Yes, otherwise select No and update the Region information in step 3, above. The macro takes about two minutes to complete. When it completes, the hourglass icon will disappear and your cursor will be highlighting the next button.
7. Click on the History button. This creates a new history page with the spreadsheet image, and places the doclink to it in the Scorecard document. At the confirming NOTE window, click on Yes to continue, or No to stop. The macro takes one to two minutes to complete. When it completes, the hourglass icon will disappear and your cursor will be highlighting the next button.
8. Click on the Graph I button. For each of the first 11 Scorecard items that have trend information this macro creates a graph document and places a doclink next to the corresponding item in the Scorecard document. It also connects the History page to the graph document with another doclink. At the confirming NOTE window, click on Yes to continue, or No to stop. At the graph setup message box, click OK to continue. The macro takes about eight minutes to complete. Click OK when the completion message box appears. Your cursor will be on the button row.
9. Click on the Graph II button. This completes the same functions in step #8 for the remaining 8 graph documents. At the confirming NOTE window, click on Yes to continue, or No to stop. At the graph setup message box, click OK to continue. The macro takes about six minutes to complete. Click OK when the completion message box appears. Your cursor will be on the button row.
10. Click on the Save & Exit button. This saves the completed Scorecard and returns you to the view where you started.
11. Congratulations, you have now created a new Scorecard with supporting graphs and history! Navigate to the new Scorecard you just created and press Enter or double-click to view the completed document.