Develop > Customize KPIs, Metrics, Pages, and More > Enrich the Dashboard Contents in the Studio > KPI or Objective Additional Information

KPI or Objective Additional Information

You can add information to a KPI or to an Objective configuration. That information can be a link to:

  • A relevant Dashboard page.
  • An external URL.
  • A BO reports that can provide more information about the KPI or the Objective; for example, its value over time.
  • An Xcelcius report configured in the system.

ClosedTo access:

In the Configuration details tab of an active KPI or Objective, click the Add link in the Additional Info area or click the Edit button.

ClosedKPI or Objective Additional Information

This additional information can help the Executive by providing external information related to a KPI or an Objective, or more details about the KPI or Objective's value, status, and score, in the lower section of the Overview tab in the EXPLORER tab.

It is also available by clicking the Additional info  icon in KPI or Objective tooltips in the FLN dialog box. For details, see First Level Navigation (FLN) for an Objective, a KPI, or a Metric.

ClosedImpact of changes to configurations in the Studio on the display in Dashboard and the EXPLORER tab

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

ClosedProvide Additional Information for a KPI or an Objective

You can provide additional information for active KPIs or Objectives. That information can be links to other Dashboard pages, external pages, BO reports, or Xcelsius reports.

To add additional information for the KPI or the Objective:

  1. Select in the Active KPI pane, the relevant KPI or Objective.
  2. In the Configuration details pane for that KPI or Objective, click Add link in the Metadata area.
  3. In the Add dialog box that opens, select the information type. The fields in the lower section of the dialog box change depending on the information type. Enter the relevant information.
  4. Click Add. The dialog box closes and the new information is displayed in the Metadata area of the Configuration details pane of the KPI or Objective.
  5. To save the change, click Save.

    The end-user can view and access the additional information by selecting the relevant active KPI or Objective in the EXPLORER tab. The additional information is listed in the rightmost pane of the EXPLORER tab. For details, see About Explorer.

ClosedAdd/Edit Info Link Dialog Box

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

UI Element

Description
Information type

Select the type of information you want to provide:

  • External link. When you want the user to access an external link from the KPI in the Dashboard.

  • BO report. When you want the user to access the selected BO report from the KPI in the Dashboard.

  • Dashboard page. When you want the user to open a specific page in the Dashboard.

  • Xcelsius report. When you want the user to access the Xcelsius report from the KPI or Objective in the Dashboard.
Link name

This field appears when you select External link in the Information type list.

Enter the name of the link as you want it to appear in the Additional Info table in the Metadata area in the Configuration details tab.
Hyper link

This field appears when you select External link in the Information type list.

Enter the URL of the external page you want the user to open.
Report name

This field appears when you select BO report or Xcelsius report in the Information type list.

  • BO report. This option is displayed only when you have created a Webi report in the BOE server. The list of available reports depends on your permissions. The list of reports includes your own customized reports and out-of-the-box reports: CSA-Showback for Cloud Services, CSA-Showback for Cloud Services Demo, or Showback for Consumer Organization Admin. For details, see CSA_Demo and CSA CAPs .
  • Xcelsius report. This option is displayed only when you have created an Xcelsius report and have exported it to the BOE server.

Select the relevant report from the list of all the reports the user has permission to see.
Dashboard page

This field appears when you select Dashboard page in the Information type list.

Select the relevant Dashboard page from the list of all the pages that are currently configured in the Dashboard that the user has permission to see.

Add/Cancel

Click Add. The dialog box closes and the new information is displayed in the Metadata area of the Configuration details pane of the KPI. You can then save the changes by clicking Save.

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