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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) |
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A combination of search types | ( ) parentheses |
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- Create the Dashboard Contents in the Studio
- About Templates
- Scorecard Template
- Perspective Templates
- Objective Templates
- KPI Templates
- Metric Templates
- Folders
- Activate Scorecards, Perspectives, Objectives, Metrics, and KPIs Templates
- Create Active Scorecards, Perspectives, Objectives, Metrics, or KPIs
- Scorecard Configuration Details
- Perspective Configuration Details
- Objective Configuration Details
- Objective KPIs
- Delete a Node
- KPI and Metric Formula and Filter, Threshold, Value, Trend, and Score
- KPI or Metric Configuration and Calculation Details
- KPI or Metric Formula
- KPI or Metric Filter
- KPI or Metric Business Context
- Calculation
- Recalculation
- Calculation Scheduling
- Calculation and Recalculation Monitoring
- Synchronization of Changes in the Studio with Display in the Dashboard and the Explorer tab
KPI Templates
Out-of-the-box templates of KPIs are available in the KPI Library pane. Each template has a unique name. All the values and thresholds of the Studio KPIs depend on their definition in the Configuration details and Calculation details tabs.
For details about KPIs, see The Scorecard KPI Engine.
- 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.
- In the KPI Library pane, select the relevant tree.
- Click the relevant KPI or Unassigned KPI in the tree and then click either the Configuration Details or the Calculation Details tab.
Key Performance Indicators (KPIs) and Metrics, Formulas, Filters, Thresholds, Values, Trends, and Scores
For details about KPI and Metric formulas, filter, values, decimal precision, thresholds, status, score, and trend, see KPI and Metric Formulas, Filter, Threshold, Value, Trend, Score, and Decimal Precision.
View the template definitions
- 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.
- In the KPI Library pane, select the relevant tree.
- Click the relevant KPI or Unassigned KPI in the tree and then click either the Configuration Details or the Calculation Details tab.
Configuration Details Tab for a KPI Template
This page displays the configuration details of the selected KPI template.
User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):
UI Element |
Description |
---|---|
General KPIs | |
Name
|
The name of the KPI template. Limitations: The maximum number of characters is 240. |
Unit | The unit of the KPI's value. |
Description |
The description of the KPI template. Limitations: The maximum number of characters is 1000. |
Calculation Period | The time period used to calculate the value of the KPI (using the formula specified in the Calculation details tab). |
Id |
The Id of the KPI. 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 KPI. 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. |
Result Threshold | |
Direction
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It can be:
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Threshold |
The relevant thresholds are displayed in the boxes attached to the arrows. The threshold is used to assign a status to the KPI. For details on statuses, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates. An empty lowest and highest ends means that the threshold is an infinite value (minus infinity and plus infinity). In such a case, the threshold uses the lowest and highest historical values of the KPI template. The Threshold fields values increase from left to right. |
Include marginal status (Warning) |
This option is selected when the status of the KPI is either Good, Warning, or Critical. This option is not selected when the status of the KPI is only Good, or Critical. |
Additional Details | |
Business Motivation
|
The business motivation of the KPI.
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Calculation Details Tab for a KPI Template
This page displays the calculation details for the selected KPI template.
User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):
UI Element |
Description |
---|---|
<Business context>
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The box displays the Business Context of the KPI template. |
KPI Formula
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The formula used to calculate the value of the KPI. |
Filter
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You use the Filter area to limit the range of data used for the KPI calculation. The filter that limits the range of data on which the KPI is to be calculated. |
Comments | The Comments area may include a description of the formula and its purpose. |
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