Develop > Customize KPIs, Metrics, Pages, and More > End User - View and Analyze the Business Objectives > Explorer - Goal Map

Explorer - Goal Map

The Goal Map in the EXPLORER tab provides a tree of nodes that represents the display of the impact of the selected KPI, or KPI Breakdown on the relevant Objectives, Perspectives, and Scorecards.

The elements that are displayed corresponds to the elements that are permitted for your user. For details about permissions, see Users and Roles - User Management

ClosedTo access:

Click the Explorer tab to access detailed information about all the Scorecards, Objectives, Perspectives, KPIs, KPI Breakdowns, Metric, or Metric Breakdown that are active in the STUDIO. In the EXPLORER tab, click the relevant item and click the Goal Mapbutton.

ClosedDecimal precision

ClosedAccess the Goal Map to display detailed information

To view more detailed information for a selected KPI:

  1. Move the cursor over the relevant item in the KPI  or Scorecard component in the Dashboard page. In the tooltip that opens, click Analyze. The EXPLORER tab opens for the selected item.

    Or click the Explorer tab to display the Active KPIs tree, and by clicking the relevant KPI, KPI Breakdown, or Unassigned KPI in the tree, display detailed information about the selected item in the EXPLORER tab.

  2. Click the Goal Map button to display the tree of nodes that represents the display of the impact of the selected KPI, KPI Breakdown, or Unassigned KPI on the relevant Objectives, Perspectives, and Scorecards

ClosedSend the contents of the Goal Map page by email

  1. In the EXPLORER tab, click the relevant item in the Active KPIs tree and click Goal Map.

  2. To send an email to the Owner of the entity, click the Send Mail icon.

    If you send an email right after adding an annotation, the content of the annotation is automatically added to the email.

Movie: To display the relevant movie, open the ITBA application, click Help in the top right corner of the application main page and select the Movies option. Select the relevant movie. For details, see .

ClosedExport the contents of the Goal Map page to a PDF file

  1. In the EXPLORER tab, click the relevant item in the Active KPIs tree and click Goal Map.
  2. To export the contents of the Goal Map page to a PDF file, click the Save snapshot icon.

For additional details, see EXPLORER Tab - Goal Map.

Movie: To display the relevant movie, open the ITBA application, click Help in the top right corner of the application main page and select the Movies option. Select the relevant movie. For details, see .

ClosedPrint the contents of the Goal Map page

  1. In the EXPLORER tab, click the relevant item in the Active KPIs tree and click Goal Map.
  2. To print the contents of the Goal Map page, click the Print icon.

For additional details, see EXPLORER Tab - Goal Map.

Movie: To display the relevant movie, open the ITBA application, click Help in the top right corner of the application main page and select the Movies option. Select the relevant movie. For details, see .

ClosedEXPLORER Tab - Goal Map

Note When in IT Business Analytics, you navigate to another tab and then return to the Explorer tab, the details of the item that was previously in focus are displayed again. However, its properties might be refreshed.

The Explorer - Goal Map page includes the following areas:

ClosedActive KPIs

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.

ClosedGoal Map

The Goal Map displays the impact configuration only for the current period of the selected KPI, or KPI Breakdown.

In addition, the display of the Goal Map depends on the user permission.

In the Goal Map, you can double-click an Objective, KPI, or KPI Breakdown to select it in the Active Tree and to display the Overview for the selected item and the current period.

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.

Represents the parent Scorecard of the selected KPI, KPI Breakdown, or Unassigned KPI.

The name of the Scorecard is displayed near the icon.

Represents the parent Perspective of the selected KPI, KPI Breakdown, or Unassigned KPI.

The name of the Perspective is displayed near the icon.

Represents one of the following:

  • The selected Objective. The name, score, trend, and status of the Objective is displayed near the icon.
  • The parent Objective of the selected KPI, KPI Breakdown, or Unassigned KPI.

Represents the selected KPI, KPI Breakdown, or Unassigned KPI.

The name, value, trend, and status of the KPI, KPI Breakdown, or Unassigned KPI is displayed near the icon.

ClosedToolbar

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.

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