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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- Prepare the Dashboard Display
- Dashboard Page
- Page Layout and Components
- Page Gallery and Page Categories
- Component Gallery and Component Categories
- The Breakdown View Component
- The Bubble Chart View Component
- The Cluster Bar Chart View Component
- The Forecast Component
- The Historical Metric View Component
- The Historical View Component
- The KPI List Component
- The KPI Rolodex Component
- The KPI View Component
- The Line and Bar Combination Chart View Component
- The Page Filter Component
- The Pie Chart Component
- The Scorecard Component
- The Stacked Bar Chart View Component
- The SWF Report Viewer Component
- The US Map Component
- The Web Intelligence Report Viewer Component
- The Web Intelligence Static Report Viewer Component
- Webi Report Categories
- The World Map Component
- The Xcelsius Reports Viewer (Flash) Component
- Customized Static or Dynamic URL Component
- Wiring Between Components
- Personalize the Dashboard
The KPI View Component
The KPI View component displays the list of selected KPIs or Metrics and their value, trend, and status for the measurement period in horizontal or vertical bar or gauge format.
The KPI View component is automatically wired to the Breakdown View component. For details, see The Breakdown View Component.
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).
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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
The KPI View component is automatically wired to the Breakdown View component. For details, see The Breakdown View Component
Wiring. Wiring is between components. It does not depend on the component internal format. For details, see Wiring Between Components.
If you drill down (to Breakdowns) in a specific component that is wired to another component on the same page, and you click the triggering component, the component with the Breakdowns is restored to its top level and filtered according to the triggering component.
The Breakdown View component is automatically wired to the KPI View, Historical View, and KPI Rolodex component that appear on the same Dashboard page. This means, that when you select a KPI in the KPI View component, its KPI Breakdowns are listed in the Breakdown List and you can select to display the relevant one. You cannot configure the Breakdown View component.
The Historical View component is automatically wired to the Breakdown View component and to the Forecast component. For details, see The Breakdown View Component and The Forecast Component.
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.
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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.
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Close the Component Gallery page. For user interface details, see Component Gallery and Component Categories.
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In the component, click the Configure Component button or click here in Click Here to configure in the center of the component.
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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 View Component
Note This component is wired, by default, with the Page Filter component. For details, see The Page Filter Component.
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 |
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Component Menu. Opens a menu where you can select:
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Configure Component. Opens the Configure Component dialog box for the relevant component. For details, see the relevant section below. Note
Note You can also click here in Click Here to configure it in the center of the component |
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Opens the online documentation page relevant to the component you are currently configuring. |
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Collapse component. Collapses the component. To expand the collapsed component, click the button on the collapsed component. |
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Drag the Resize handle to enlarge or reduce horizontally the area occupied by the component. | |
Remove Component. Removes the component from the page. |
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 |
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Enables the on-demand periodicity temporary recalculation and display. For details, see On-demand Periodicity in Component Display. |
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Only available in single line format. Select the button to display the trend line for the relevant time frame.
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<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:
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 View - Configure Component Dialog Box
User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):
UI Element |
Description |
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<Search> |
Enter the relevant string to display, in the tree in the Active KPIs box, 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:
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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
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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 :
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Click to display the KPIs in ascending or descending alphabetical order. | |
Display short format name for KPI Breakdown |
Note
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:
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:
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