Search for	Example	Results
A single word	`cat`	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
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

IT Business Analytics10.10

Develop > Customize KPIs, Metrics, Pages, and More > Prepare the Dashboard Display > The KPI Rolodex Component

The KPI Rolodex Component

The KPI Rolodex component displays the value, trend, and status of the selected KPIs or the value and trend of the selected Metrics for the measurement period in gauge format.

The KPI Rolodex component is automatically wired to the Breakdown View component. For details, see The Breakdown View Component.

To access:

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.

Wiring to other components

Main task: Dashboard Display

Add the Component to a Dashboard Page

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

In the Dashboard, select the relevant page (click the Page Gallery button if the page you want does not already appear in the Dashboard).
Click the Components button.
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.
Close the Component Gallery page. For user interface details, see Component Gallery and Component Categories.
In the component, click the Configure Component button or click here in Click Here to configure in the center of the component.
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.

KPI Rolodex Component

Component 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.

<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 components for which you can modify the display format on-the-fly are: KPI Rolodex Component The Breakdown View Component The Bubble Chart View Component The Cluster Bar Chart View Component The Line and Bar Chart View Component The Historical Metric View Component The Historical View Component The KPI List Component The KPI View Component The Pie Chart Component The Stacked Bar Chart View Component 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.
<Breakdowns>	The cursor changes from an arrow to a hand indicates that the displayed item has a Breakdown. Click the displayed item to list the available Breakdowns: Click the relevant Breakdown to display its information using the same format as its parent. You can then select another format by selecting it from the <Display format> list. For details, see Change, On-Demand, the Breakdown Display.

KPI Rolodex - Configure Component 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 KPIs whose name includes the string. In addition, the child KPIs of the filtered KPIs are also listed even when the child KPIs 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 either KPIs or Objectives to display: Only the KPIs with the selected status. The Objectives and those of their KPIs that have the selected status.
Active KPIs	The left-side box lists all the active Scorecards, Perspectives, Objectives, and their KPIs, and KPI Breakdowns listed in the Active KPIs pane in the Studio. The KPIs 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 that you want to display in the KPI Overtime report. 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.
	Click to display the KPIs in ascending or descending alphabetical order.
Display short format name for KPI Breakdown	Note You can select this option only when KPI 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: Move the relevant KPI Breakdown to the Selected KPIs area. The Display short format name for KPI Breakdown option is enabled. Select the Display short format name for KPI Breakdown option and click OK. The component display shows the short names of the KPI 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 KPIs whose calculation period has completed as well as, for KPIs whose calculations are still proceeding, the values from the previous period. <Longest_period>. Each KPI has its own period (as configured in the Configuration details tab in the Studio). When you move KPIs from the Available KPIs to the Selected KPIs area in the filter, the longest period for all the selected KPIs is displayed as an additional option near the Display Period field. For example if one of the selected KPI's period is Weekly and another is Yearly, the Display Period field lists: Current, Yearly, and Last Closed. When you select the <Longest_period> another field opens on the right. It lists only the corresponding periods when the engine performed calculations. For example, if you select Quarterly, and the engine did not calculate the value of any KPI with the Quarterly period during the first and second quarters of 2008, these periods are not listed in the second field of the Display Period field. Last Closed.The values of only the KPIs whose calculation period has completed.

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