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.

ClosedTo access:

  1. 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.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant Folder in the tree to display its Configuration Details area.

ClosedFolders

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.

ClosedView the template definitions

  1. 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.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant Folder in the tree to display its Configuration Details area.

ClosedConfiguration 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

General - Folder
Name

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.

Name The table lists the KPIs templates assigned to the Folder.