Develop > Customize KPIs, Metrics, Pages, and More > Prepare the Dashboard Display > The Historical Metric View Component

The Historical Metric View Component

The Historical Metric View component displays the over time value and trend of the Metrics or the over time value, trend, status, and thresholds of the KPIs you selected in the Historical Metric View Component Filter.

ClosedTo access:

You can view the report in the relevant page in the Dashboard.

To configure the component, where possible, click the Configure Component button in the component to display the component filter, or click here in Click Here to configure in the center of the component.

  • All the time periods used in the component are periods of the fiscal year (For example, the end of the fiscal year depends on the fiscal year you have set at the system level).

  • Permissions. In the Dashboard components and in their configuration dialog boxes, you can only see the Scorecards, Perspectives, Objectives, KPIs, or KPI Breakdowns for which you have permission. If you do not have permission, you do not see that element. If you do not have permission to see all the elements in a component, the error message Data is not displayed because it does not exist or you do not have the correct viewing permissions. Contact your administrator is displayed.

Main task: Dashboard Display

ClosedAdd the Component to a Dashboard Page

To add a component to a page that is already formatted:

  1. In the Dashboard, select the relevant page (click the Page Gallery button if the page you want does not already appear in the Dashboard).
  2. Click the Components button.

  3. In the Component Gallery page that opens, click or double-click the component to place it in the layout area, or select the component and drag it to an area on the page.

    Note that double-click only works if you open the Component Gallery from the layout itself and not from the toolbar.

    • If the target area is hidden by the Component Gallery dialog box, click the Component Gallery dialog box title bar and drag it to another location on your screen.
    • If you are dragging a new component to a target area that already has a component defined, drag the new component to the title bar of the target area, and not to the part of the component that is colored white.

  4. Close the Component Gallery page. For user interface details, see Component Gallery and Component Categories.

  5. In the component, click the Configure Component button or click here in Click Here to configure in the center of the component.

  6. In the component Filter dialog box that opens, select the information you want to display and click OK.

    The component displays the required information.

For more information, see Page Layout and Components.

ClosedDisplay the trend line

In the Historical Metric View component:

  1. Make sure that the format of the component display is single line format .
  2. Click .
  3. Select one of the Metrics.

  4. The trend line shows the trend for the relevant time frame.

ClosedHistorical Metric View Component (Display) Dialog Box

The component displays the over time value, trend, status of the KPIs or metrics you selected in the Historical Metric View Component Filter.

ClosedComponent Toolbar

Note The component toolbar description is common to all components. Some of the elements might be disabled in some of the components.

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

UI Element

Description

Component Menu. Opens a menu where you can select:

  • Preferences. Depending on the component you are current configuring, opens the <component_name> Preferences dialog box where you can change the name of the component in the page by changing the name in the Name field and clicking OK.
  • Wiring. Depending on the component you are currently configuring, opens the Wiring dialog box where you can wire the current component to other components. For details, see Wiring Between Components.

  • Refresh. Refreshes the display. The button is disabled in the Page Filter component.

  • Open in a New Window. Opens the component in a new window.

Configure Component. Opens the Configure Component dialog box for the relevant component. For details, see the relevant section below.

Note  

  • The button is disabled in the Breakdown View component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired KPI View, Historical View, or Rolodex components, the Breakdown View component displays the values of the KPI Breakdown for the selected KPI.
  • The button is disabled in the Forecast component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired Historical View, the Forecast component displays the forecast data for the selected KPI.

Note You can also click here in Click Here to configure it in the center of the component

Opens the online documentation page relevant to the component you are currently configuring.

Collapse component. Collapses the component.

To expand the collapsed component, click the button on the collapsed component.
Drag the Resize handle to enlarge or reduce horizontally the area occupied by the component.
Remove Component. Removes the component from the page.

Closed<Component Contents>

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

Note Some of the graphs below display thresholds. When the selected item is a Metric (that does not have thresholds), the graph displays the data without the threshold element.

UI Element

Description

Enables the on-demand periodicity temporary recalculation and display. For details, see On-demand Periodicity in Component Display.

Only available in single line format.

Select the button to display the trend line for the relevant time frame.
<Display format>

You can modify the format of the display of some of the components on the fly, by selecting the relevant format. Some of the formats are not applicable to some of the components.

The formats you can select are:

  • - To display the contents of the component using the enriched vertical column format. For details, see Column Format.
  • - To display the contents of the component using the horizontal Rolodex or gauge format. For details, see Rolodex - Gauge format.
  • - To display the content using the multiple line format. For details, see Multiple or single line format.
  • - To display the content using the pie format. For details, see Pie format.
  • - To display the content using the bar format. For details, see Bar format
  • - To display the content using the horizontal enriched column format. For details, see Column format.
  • - To display the content using the vertical Rolodex or gauge format. For details, see Rolodex - Gauge format.
  • - To display the content using the single line graph format. For details, see Multiple or single line format.
  • - To display the content using the cluster bar format. For details, see Cluster Bar format.
  • - To display the content using the stacked bar format. For details, see Stacked Bar format.
  • - To display the content using the bar and line format. For details, see Bar and Line format.
  • - To display the content using the bubble chart format. For details, see Bubble Chart format.
  • - To display the content using the list format. For details, see List format.

For details, see On-the-fly Display Format Change in Dashboard Page Components.

ClosedHistorical Metric View - Configure Component Filter Dialog Box

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

UI Element

Description

Enter the relevant string to display, in the tree, only the Metrics and the KPIs with a name that includes the string.

In addition, the child Metrics of the filtered Metrics are also listed even when the child Metric names do not include the string.

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 is changed to All and becomes inaccessible.
    • Objective.To display only the Objectives with the selected status, and their KPIs.
Active KPIs

The left-side box lists all the active Scorecards, Perspectives, Objectives, KPIs, metrics, and KPI Breakdowns listed in the Active KPIs pane in the Studio. The KPIs and metrics are highlighted.

To select or deselect the elements you want to display in the report, use the right and left arrows to move the elements from the Available KPIs to the Selected KPIs and back. You can also double-click the element to move it from one box to the other.

Selected KPIs

 

The right-side box lists all the selected KPIs or metrics that you want to display in the component.

To select or deselect the elements you want to display in the report, use the right and left arrows to move the elements from the Available KPIs to the Selected KPIs and back. You can also double-click the element to move it from one box to the other.

<Status sort>

Select :

  • Alphabetical sort to sort the selected elements in alphabetical order. You can then click the icon to the right of the box to select the reverse order. Depending on the selection, the icon can be one of the following: .
  • Status sort to sort the selected elements according to their status (for example: KPIs with the Critical status, followed by KPIs with a Warning status, and then KPIs with a Good status).
  • Manual sort to sort the selected elements manually using the buttons. The buttons are available only when you select Manual sort.
Display short format name for KPI Breakdown

Note

  • You can select this option only when KPI/Metric Breakdowns have been defined and you have moved at least one of them to the Selected KPIs list.
  • The name of a KPI Breakdown can be long because it is composed of the name of the parent KPI followed by the names of the entity and dimension you selected when you created it.

In the Dashboard components, this can cause problems because the complete name of the KPI Breakdown is not displayed.

To display, in the component, only the name of the entity and dimension instead of the complete name of the KPI Breakdown:

  1. Move the relevant KPI/Metric Breakdown to the Selected KPIs area. The Display short format name for KPI Breakdown option is enabled.
  2. Select the Display short format name for KPI Breakdown option and click OK.

The component display shows the short names of the KPI/Metric Breakdowns. A tooltip displays the full name of the KPI Breakdowns.

For details on KPI Breakdowns, see KPI Breakdowns.

Display Period

Select the time period to be displayed in the component:

  • Current. The values of the last calculations if the results were received during the current period. For KPIs/Metrics with incomplete calculations, the values from the previous period, depending on the time period selected in the History Period list.

  • Last Closed. The values of only the KPIs whose calculation period has completed for the time period selected in the History Period list.

  • Yearly/Monthly/Quarterly/Weekly/Daily. The list of time periods represents the longest periodicity configured for the selected metrics or KPIs. The longest periodicity corresponds to the shortest selectable periodicity on the list (for example, if the longest periodicity is Quarterly, then both Quarterly and Yearly become selectable). When you select Yearly/Monthly/Quarterly/Weekly/Daily, another field opens on the right. It lists only the years/months/quarters/weeks/days when the engine performed calculations. The values displayed in the pie chart are the values of the metrics or KPIs that have completed for the selected periods.

History Period

Select one of the following options:

  • Quarter to date. The report's display period starts 3 months prior to the current date or prior to the selected year, month, quarter, week, or day in the Display Period.
  • Half a year to date. The report's display period starts 6 months prior to the current date or prior to the selected year, month, quarter, week, or day in the Display Period.
  • Year to date. The report's display period starts 1 year prior to the current date or prior to the selected year, month, quarter, week, or day in the Display Period.
  • 2 years to date. The report's display period starts 2 years prior to the current date or prior to the selected year, month, quarter, week, or day in the Display Period.
  • 3 years to date. The report's display period starts 3 years prior to the current date or prior to the selected year, month, quarter, week, or day in the Display Period.

Note  

  • The leftmost point on the X-axis (beginning of the report's time frame) corresponds to the first day of the History Period from the last date of the period selected in the History Period field.

    Example If you select the 4th Quarter of 2013 in the Display Period field, and 3 years to date in the History Period field, the rightmost point in the X-axis is the end of the 4th Quarter of 2013 (December 31st, 2013), and the leftmost point is the 4th Quarter of 2011.

  • Each point in the chart between the two end points represents the end of a Quarter between December 31st, 2010, and December 31st, 2013.
  • The rightmost point on the X-axis (end of the report's time frame) corresponds to the last day of the period selected in the Display Period field.
  • If you are displaying the Historical View component for only one KPI or metric and that element has no data at the beginning of the selected time frame, the leftmost point on the X-axis corresponds to the first day the element has data.
  • If the report includes more than one chart, the X-axis spans the whole selected time frame.

Send Help Center feedback