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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- 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
Objective Templates
Out-of-the-box templates of Objectives are available in the KPI Library pane. Each template has a unique name.
- 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 Objective template in the tree to display its Configuration Details area.
Objectives
An Objective represents an overall performance goal that is defined by an executive. An Objective is a heading for a group of KPIs of different types that can represent different aspects of the goal.
Example If an executive wants to measure the IT department responsiveness, an Objective that measures different aspects of the responsiveness of the IT department is created.
Each aspect is measured by a different KPI type (for example: PC purchase time, and more). These KPIs provide values, trends, and statuses.
An Objective always shows the status of a performance goal, but does not display a performance actual value. In a typical Scorecard, Objectives show cumulative performance indicators that roll up the scores of KPIs. On a Scorecard, Objectives appear at the top level of a KPI hierarchy.
Objectives should be “SMART” (Specific, Measurable, Action-Oriented, Realistic, and Time Bound). This distinction makes it possible to know if you have met your objective.
Example If your Reduce Costs Objective is about cost reduction, your organization may not hit the mark or may go too far. Objectives have both a negative and positive impact on organizational behavior. The “Smarter” your goal, the less variation you will experience in your results. A better objective would be for example, reduce IT operating expenses by 20% in 2011. This new objective gives you a targeted expense to reduce, a percentage goal, a time period and an organization. It meets the criteria and is achievable.
Parent-child dependency:
An Objective is a parent unit for its KPIs. An Objective uses a specific rule for the calculation of its results. The rule is based on the child KPIs score results. The available parent-child rules are:
- BEST_CHILD – The parent Objective result corresponds to the highest score of its child KPIs score values.
- WORST_CHILD – The parent Objective result corresponds to the worst score of its child KPIs score values.
- WEIGHTED_AVERAGE – The parent Objective result is the average value of its weighted child KPIs score values.
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 Objective template in the tree to display its Configuration Details area.
Configuration Details Tab for an Objective Template
This page displays configuration information for the selected Objective template.
User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):
UI Element |
Description |
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General - Objective Template | |
Name
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The name of the Objective template. Limitations: The maximum number of characters is 240. |
Description |
The description of the Objective template. Limitations: The maximum number of characters is 1000. |
Id |
The ID number of the Objective. 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 Objective. 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. |
Calculation Period |
The calculation period of the Objective template. |
Calculate Using | The type of rule to use to calculate the Objective's score according to the scores of its children. You can select:
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Assigned KPI Templates. lists the KPI templates as assigned to the selected Objective template. | |
Name | The KPI templates assigned to the Objective template. |
Weight | The weight of the KPI used in the calculation of the Objective score. |
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