About Explorer

• Click the Explorer tab, click the relevant item, and click the Overview button to access detailed information about all the Scorecards, Objectives, Perspectives, KPIs, KPI Breakdowns, Metric, Metric Breakdown, or Unassigned KPIs that are active in the STUDIO. To obtain additional information for KPIs, KPI Breakdowns, Metric, Metric Breakdown, or Unassigned KPIs, click the Data Set, or Goal Map buttons.

  In a Dashboard page, in any Scorecard or KPI component, you can:

  • Mouse over the or to display the First Level Navigation (FLN). You can then click Explore... in the FLN to access more information about the Scorecard Objective or KPIs in the EXPLORER tab.
  • Click the or to display more information in the EXPLORER tab.

• Double-click a point in the Historical View or Historical Metric View component to open the EXPLORER tab for the period of time corresponding to that point and to the KPI or Metric. For details, see The Historical View Component or The Historical Metric View Component .

You can view more detailed information for a selected KPI, Metric  or Objective by moving the cursor over the relevant item in the KPI, Metric, or Scorecard component in the Dashboard page. In the tooltip that opens, click Explore.... The EXPLORER tab opens for the selected item.

You can also click the Explorer tab to display the Active KPIs tree, and by clicking the Objectives and KPIs or Metrics in the tree, display detailed overview information, data, goal map, forecast, and other information about the selected item in the EXPLORER tab.

The information includes the items description, value or score, value over time, annotations sent by all users, links to relevant pages, external URLs, reports, and more.

The EXPLORER tab includes the following tabs and capabilities:

Explorer - Overview

Explorer - Data Set

Explorer - Goal Map

Explorer - Forecast

Explorer - What-If

Explorer - Annotations

In this section you will learn how to drill down into Explorer to view more information related to the Scorecard, Perspective, Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown you selected in Dashboard.

The Explorer tab includes configuration details and historical information about the selected item and provides additional research, analytical, and data exploration capabilities. It allows a comprehensive understanding of the available data. The analytical capabilities focus around the IT Business Analytics main flow entities such as KPIs and Metrics and provides the ability to drill down into the details of the formula used to calculate the KPI or Metric, to see the building blocks of the calculation results, and to analyze the data used for the calculation. In addition, you can also view 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.

To access Explorer, do one of the following:

1. Click the Explorer tab.

2. Select an item in the Active KPIs tree and click the Overview tab.

   The Overview area in Explorer displays information about the selected Scorecard, Objective, Perspective, KPI, KPI Breakdown, Metric, Metric Breakdown, or Unassigned KPI, over time information beginning from the current period. You can also display past information by selecting a past period of time. The area displays different information depending on the type of item you selected.

   For more details, see Explorer - Overview.

3. Select an item in the Active KPIs tree and click the Data Set tab.

   The Data Set area in the Explorer tab is available only for KPIs, Metrics, KPI Breakdowns, and Metric Breakdowns. It provides the ability to drill down into the details of the formula used to calculate the KPI or Metric, to see the building blocks of the calculation results, and to analyze the data used for the calculation. The page provides the formula, the filter, and the display of the data.

   For more details, see Explorer - Data Set.

4. Select an item in the Active KPIs tree and click the Goal Map tab.

   The Goal Map provides a tree of nodes that represents the impact of the selected KPI, or KPI Breakdown on the relevant Objectives, Perspectives, and Scorecards for the current period of the selected KPI, or KPI Breakdown. In addition, the display of the Goal Map depends on the user permission.

5. Select an item in the Active tree and click the Forecast tab.

   In the Forecast tab:

   IT Business Analytics provides information regarding the status and values of Objectives, KPIs, or Metrics on the past and current periods in the Dashboard and Explorer tabs. The Forecast tab in Explorer provides a glimpse into the future by forecasting the entity future behavior, based on historical data, so you will be able more easily understand the underlying trend and to do all you can now to improve or maintain the desired behavior.

   For details, see Explorer - Forecast.

6. Select an Objective in the Active KPIs tree and click the What-If tab.

   IT Business Analytics provides information regarding the status and values of Objectives, KPIs, or Metrics on the past and current periods in the Dashboard and Explorer tabs. The What-If tab provides a glimpse into the future by forecasting the entity future behavior of the Objective, based on historical data, so you will be able more easily understand the underlying trend and to do all you can now to improve or maintain the desired behavior. In addition, the tab enables you to view the historical, current, and future behavior of the selected Objective.

   For details, see Explorer - What-If.