Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Create the Dashboard Contents in the Studio
- About Templates
- Scorecard Template
- Perspective Templates
- Objective Templates
- KPI Templates
- Metric Templates
- Folders
- Activate Scorecards, Perspectives, Objectives, Metrics, and KPIs Templates
- Create Active Scorecards, Perspectives, Objectives, Metrics, or KPIs
- Scorecard Configuration Details
- Perspective Configuration Details
- Objective Configuration Details
- Objective KPIs
- Delete a Node
- KPI and Metric Formula and Filter, Threshold, Value, Trend, and Score
- KPI or Metric Configuration and Calculation Details
- KPI or Metric Formula
- KPI or Metric Filter
- KPI or Metric Business Context
- Calculation
- Recalculation
- Calculation Scheduling
- Calculation and Recalculation Monitoring
- Synchronization of Changes in the Studio with Display in the Dashboard and the Explorer tab
Folder Templates
Out-of-the-box templates Folders are available in the KPI Library pane. Each template has a unique name and is configured in the Studio.
- Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
- In the KPI Library pane, select the relevant tree.
- Click the relevant Folder in the tree to display its Configuration Details area.
Folders
Folders are used as containers (organizers) for KPI templates. Folders are populated with either KPI templates or other Folders (not both). The same KPI template can belong to more than one Folder.
You use Folders and their KPIs when you do not work with Scorecards and you want to use the Folder's KPIs to create the Dashboard Contents.
View the template definitions
- Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
- In the KPI Library pane, select the relevant tree.
- Click the relevant Folder in the tree to display its Configuration Details area.
Configuration Details Tab for a Folder
This page displays configuration information for the selected Folder.
User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):
UI Element |
Description |
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General - Folder | |
Name
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The name of the Folder. Limitations: The maximum number of characters is 240. |
Description |
The description of the Folder. Limitations: The maximum number of characters is 1000. |
Id |
The ID number of the Folder. It is automatically assigned. This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting. |
Type |
The type of the Folder. It is automatically assigned. This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting. |
Assigned KPIs. lists the KPIs assigned to the selected Folder. Note This section is displayed only if the Folder does not have child Folders. |
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Name | The table lists the KPIs templates assigned to the Folder. |
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