Explorer - Data Set

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element	Description
<Search>	Enter the relevant string to display, in the tree, the nodes whose name includes the string. In addition, the child nodes of the filtered nodes are also listed even when the child node names do not include the string. If the display is filtered (in case you accessed the Explorer from one of the components in the Dashboard), the <Search> box displays information about the filter. For example:
	Advanced Search. Opens additional fields to help you refine the component's filter: Status: Select one of the All, Good, Warning, Critical, or No Data values to display only the elements with the selected status, in the Active KPIs area. When you select No Data, the search returns only the elements with no data. Type: Select: All. To display all the elements in the tree with the selected status. KPI. To display only the KPIs with the selected status. Metric. To display a list of all the Metrics (the Status is changed to All). If you had selected a value in Status, and then you select Metric, then the Status field displays All, and becomes inaccessible. Objective.To display only the Objectives with the selected status, and their KPIs.
Active KPIs	Depending on how you accessed the Explorer tab, the pane lists all the Scorecards, Perspectives, Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, and Unassigned KPIs, active in the IT Business Analytics or a subset of these items. The list of Scorecards that is displayed corresponds to the Scorecards that are permitted for your user. For details about permissions, see User Management Note A Scorecard Administrator who wants to see a newly created Scorecard in Explorer (and who has the correct permissions to see the Scorecard), needs to refresh the Explorer using the Refresh button to display the Scorecard. Click one of the Scorecards, Perspectives, Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPIs to display their detailed information in the other pane. The area also displays on the right side of the Active KPIs pane, a subset of the following items depending on the type of item you selected: The name of the item. The value of the item. The trend icon indicates the trend of the value calculated over the current period. The status of the item, during the current period. It can be: indicates that the status is Good. indicates that the status is Warning. indicates that the status is Critical. indicates that the status is Pending and that the calculations have not yet been performed or completed.

• <Analysis area>

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  <Name> in period <Selection> <Value> <Trend> <Status>	The title lists: <Name>. The name of the selected item (KPI, KPI Breakdown, Unassigned KPI, or,  Metric, or Metric Breakdown). in period <Selection>. Select the period you want to display. You can select: Current. The title of the page displays the current value, trend, and status of the selected item. Last Closed. The title of the page displays the value, trend, and status of the selected item for the last completed calculation period. A list of periods when the value of the selected item was calculated. Value. The value of the selected item. Trend. The trend icon indicates the trend of the value of the selected item in the selected period compared to its value in the previous period. Status. The status of the KPI, KPI Breakdown (Metrics, and Metric Breakdowns do not have a status), during the current period. It can be: indicates that the status is Good. indicates that the status is Warning. indicates that the status is Critical. indicates that the status is Pending or No data, meaning that the calculation of the status was not yet completed or the status was not calculated or that there was en error in the calculation.
  <Formula>	The formula used to calculate the KPI or Metric is displayed at the top of the page. The aggregation functions that appear in the formula have a colored background. Move the cursor above that area to display the value of that function. When the formula uses a PERCENTAGE aggregative function, the display shows a pie char: Limitations: KPI or Metric formulas that use the PERCENTAGE_MATH mathematical function have a display similar to the other mathematical functions (see above for a picture of the typical display) and do not display a pie. Percentages where the dividend is a subset of the divisor can be represented as a pie. PERCENTAGE(Defect, Defect.Severity='Urgent', Defect.Severity='Urgent' or Defect.Severity='Warning', 0) If the dividend is not a subset of the divisor it cannot be represented as a pie. PERCENTAGE(Defect, Defect.Severity='Urgent', Defect.Severity='Warning', 0) It is also recommended to change the PERCENTAGE function into a RATIO function. For example, the following PERCENTAGE formula cannot be represented by a pie. The formula used to calculate the KPI or Metric is displayed at the top of the page. The aggregation functions that appear in the formula have a colored background.The pie has two sections: the top section (<KPI_or_Metric_name>) represents the value of the KPI or Metric; the bottom section (other) represents: 100% - <KPI_or_Metric_value>. The section that represents the value of the KPI is: Red for a KPI when the KPI threshold definition has a minimize configuration (meaning that the status is good when the KPI value is low). Colored for a KPI when the KPI threshold definition has a maximize configuration (meaning that the status is good wen the KPI value is high), or for a Metric. Expand Formula to display the formula.
  Complete formula/ Abbreviated formula	Click Complete formula to display the whole formula. Click Abbreviated formula to display the truncated formula.
  <Filter formula>	The filter configured for the KPI or Metric. The contents of the filter are not shown by default. Click Filter to expand and display the filter contents. This icon displayed in the filter indicates that the filter is for a KPI or a Metric. This icon displayed in the filter indicates that the filter is for a KPI Breakdown or a Metric Breakdown. When the filter includes both global and partial filter structures, you can filter a KPI or Metric both globally and partially by clicking on each section of the filter: <global_filter> and <partial_filter>.
  <Analysis area>	Click the relevant function in the formula. The analysis area displays: The formula with the function you have selected. The table displays a maximum of 10 rows and by default not more than 6 columns (you can customize the number of displayed columns) of raw data from the Target database. The columns correspond to the fields of the entity on which the function is built. For example: sum (defects, defect.severity = "High") gives a result set showing the field of the defects entity. The initial sorting of the table is by the first column. You can customize the number of displayed columns. You can sort the table columns to view additional information from the database. When you select another KPI or Metric in EXPLORER or when you leave EXPLORER and come back to the initial KPI or Metric, the configuration of the column selections and sorting order in the Data Set table is restored. You can also save the column settings so that if you log off and log on again, the settings you had saved are retained. The table of raw data has the following capabilities: Sort the table. To sort the table by column to view additional information, click the relevant column title. Display or hide columns. Right-click one of the column headers to display a list of all the available columns. Click the relevant column name in the list to display it or remove it from the display: Copy and paste part of the table. Click and drag the cursor over the relevant cells of the table. The cells are highlighted. Click Ctrl + C. Go to the location where you want to paste the data and click Ctrl + V. Reorder columns. You can change the location of columns, by clicking the relevant column header and dragging it to the relevant location.

• Toolbar

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  	Send mail. Opens an Outlook email, with the name of the selected entity in the Subject box.
  	Save snapshot. Captures the current view in Explorer (all of it) in a new window. A dialog box opens to ask you where you want to save the image.
  	Print. Displays the Print dialog box where you can select the printer and how to print the content of the corresponding Explorer tab. The printout includes: The contents of the area that was selected while you clicked the button. The Annotations Area.
  	Show/Hide Annotations. The button is enabled only for Objectives, KPIs, KPI Breakdowns, Metrics, Metric Breakdowns, or Unassigned KPI. It opens a box where you can add your annotation or hide them after viewing. For details, see Annotations. Click the button again to close the Annotation area. Note The Show/Hide Annotations icon with a little + sign in the bottom toolbar indicates that a new annotation was added to the selected item during the past week. The number of days during which the annotations are considered to be new is a setting that is configurable by your administrator in Admin > Scorecard > Dashboard Settings > Number of days annotations are considered new. For example, if the administrator gives the setting the value 14, then the + sign will indicate that the annotation was added in the last 2 weeks. The default is a week.

• Additional Buttons in Toolbar

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  	Export to .csv. Click to export all the data included in the Target database table (not just the data displayed in the GUI table) that is used to calculate the function that is currently highlighted in the formula to a file in .csv format. It opens your list of directories where you can select the location of the .CSV file you are creating. Depending on the settings of your browser, the file may be automatically saved to a predetermined download directory.
  	Display SQL. Click to show the SQL query that runs to calculate the function that is currently highlighted in the formula. It also displays the name of the database server and the name of the schema used by the SQL query. Copy query to Clipboard. Click to copy the contents of Retrieval query to the clipboard.