Develop > Customize KPIs, Metrics, Pages, and More > End User - View and Analyze the Business Objectives > First Level Navigation (FLN) for an Objective, a KPI, or a Metric

First Level Navigation (FLN) for an Objective, a KPI, or a Metric

From a Scorecard component in a page, move the cursor above the or icon at the end of the Objective's name to view over time information about the Objective, details about the Objective's KPIs and the annotations added to the Objective by users.

From any other out-of-the-box component, moving the cursor above the or icon near the KPI name to view over time information about the KPI, its value, trend, status, breakdowns details and the annotations added to the KPI.

From the Pie Chart and the Historical Metric View components, moving the cursor above the or icon near the Metric name to view over time information about the Metric, its value, trend, breakdowns details and the annotations added to the Metric.

ClosedTo access:

Move the cursor above the or near a KPI or Metric in a Dashboard component to display the KPI First Level Navigation (FLN) area.

Move the cursor above the or near an Objective in a Scorecard component to display the Objective First Level Navigation (FLN) area.

ClosedDisplay more information about a specific Objective

From a Scorecard component in a page, move the cursor above the or icon at the end of the Objective's name to view over time information about the Objective, details about the Objective's KPIs and the annotations added to the Objective by users.

You can also add annotations, send them by email, reach Additional Info, PDF it, or print it. For details, see Objective First Level Navigation (FLN) area.

ClosedDisplay more information about a specific KPI or Metric

From any other out-of-the-box component, move the cursor above the or icon at the end of the KPI name to view over time information about the KPI, its value, trend, and status,details of KPI Breakdowns, and the annotations added to the KPI by other users.

From any other out-of-the-box component, move the cursor above the or icon at the end of the Metric name to view its over time information, value, trend, breakdowns details and the annotations added to the Metric.

You can also add annotations, send them by email, PDF it, or print it, and if relevant view additional information for the KPI or Metric. For details, see First Level Navigation (FLN) area.

ClosedUse Case - Add an Annotation, Send Email, Save as PDF, and Print

For details, see Add an Annotation, Send Email, Save as PDF, and Print .

ClosedFirst Level Navigation (FLN) area

For a KPI

For a Metric:

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

UI Element

Description

Name>

The name of the KPI or Metric.

<Over Time value>

The graph displays the over time value of the KPI or Metric for 5 periods in the past from the period configured in the Display Period for the KPI or Metric.

Example If the KPI or Metric Display Period is 1 month, the graph displays the value of the KPI or Metric over the past 5 months from the period configured in the Display Period.

To add an annotation to the chart, you can click to open an annotation box.

<KPI, KPI Breakdown, Metric, or Metric Breakdown>

This section displays:

  • The name of the KPI or Metric, its value, trend, and status (for a KPI).
  • If the KPI has more than 3 KPI Breakdowns, only the 2 Breakdowns with the lowest score are displayed in the FLN area with their name, value, trend, and status.
  • If the Metric has more than 3 Metric Breakdowns, only the 2 Breakdowns are displayed in the FLN area with their name, trend, and value.
  • If the KPI or Metric has more than 3 KPI or Metric Breakdowns, a Show more link appears below the list of KPI or Metric Breakdowns. Click the link to open Explorer page filtered for the selected KPI or Metric , where you can see all the KPI or Metric Breakdowns of the selected KPI or Metric.
  • When a KPI or Metric does not display data because there is no calculated data (for example, the formula is incorrect, or includes a division by zero), the KPI FLN area is available but displays No data and clicking the KPI or Metric in the KPI or Metric FLN area displays the EXPLORER tab with a short explanation of the No data problem.
  • When a KPI or Metric does not display data because the calculation period corresponds to a time when the KPI or Metric had not yet been configured in the Studio, the KPI or Metric FLN area is not available.

Annotations

Lists the last 2 annotations sent by all users (including the current user). If more than 2 annotations have been sent for the selected KPI or Metric, only 2 are displayed followed by a Show more link. Click the link to open Explorer filtered for the selected KPI or Metric, where you can see all the annotations of the selected KPI or Metric.

Add annotation. Opens a box where you can add your annotation:

Enter the text of the annotation and click Add to add the annotation to the list or Discard to discard the annotation.

Send mail. Opens an Outlook email that includes:

  • The owner (if it was defined in the Studio) of the selected KPI or Metric, or KPI or Metric Breakdown listed in the To box,
  • The name of the selected KPI or Metric, or KPI or Metric Breakdown in the Subject box.
  • The text of the just written annotation in the body of the email if an annotation was entered.
  • A link to the KPI or Metric, or KPI or Metric Breakdown entity from the component FLNs (not from the Scorecard component) is added at the end of the email. In the email, click the link to open Explorer in the context of the entity with the selected period.

Note The link does not request a user/password combination when it is activated during the same session.

Save snapshot. Opens your list of directories, where you can select the location of the PDF you are creating.
Print. Opens a dialog box where you can select and configure the printer, and send the FLN area contents to print.

Additional info. Opens a pop up that lists all the additional info configured for the KPI or Metric: reports, Dashboard pages, or external URLs. The button is enabled only when the KPI or Metric has additional information.

Explore

Click to open Explorer filtered by the selected KPI or Metric. For details, see About Explorer.

ClosedObjective First Level Navigation (FLN) area

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

UI Element

Description

Name>

The name of the Objective.

<Over Time value>

The graph displays the over time value of the Objective for 5 periods in the past from the period that was configured for the Objective. The periods displayed are based on the period configured for the Objective.

Example If the Objective period is 1 month, the graph displays the value of the Objective over the past 5 months.

To add an annotation to the chart, you can click to open an annotation box.

<Objective>

This section displays:

  • The name of the Objective, its value, trend, and status.
  • If the Objective has 3 KPIs or less, the 3 KPIs with the lowest score are displayed in the FLN area with their name, value, trend, and status.
  • If the Objective has more than 3 KPIs, a Show more link appears below the list of KPIs. Click the link to open Explorer filtered for the selected Objective, where you can see all the KPIs of the selected Objective.

Note

  • When an Objective displays data but some of its KPIs do not have calculated data (for example, KPIs under the same Objective correspond to different Business Contexts and not all Business Context were calculated), the Objective FLN area is available but displays Objective has been calculated with partial data and clicking the Objective in the Objective FLN area displays the EXPLORER tab with the same message.
  • When an Objective does not display data because none of its KPIs has data, the Objective FLN area is available.
  • When an Objective does not display data because the calculation period of the Objective corresponds to a time when none of its KPIs had not yet been configured in the Studio, the Objective FLN area is not available.

Annotations

Lists the last 2 annotations sent by all users (including the current user). If more than 2 annotations have been sent for the selected Objective, only 2 are displayed followed by a Show more link. Click the link to open Explorer filtered for the selected Objective, where you can see all the annotations of the selected Objective.

Add annotation. Opens a box where you can add your annotation:

Enter the text of the annotation and click Add to add the annotation to the list or Discard to discard the annotation.

Send mail. Opens an Outlook email that includes:

  • The owner (if it was defined in the Studio) of the selected Objective listed in the To box,
  • The name of the selected Objective in the Subject box.
  • The text of the just written annotation in the body of the email if an annotation was entered.
  • A link to the KPI or Metric, or KPI or Metric Breakdown entity from the component FLNs (not from the Scorecard component) is added at the end of the email. In the email, click the link to open Explorer in the context of the entity with the selected period.

Note The link does not request a user/password combination when it is activated during the same session.

Save snapshot. Opens your list of directories, where you can select the location of the PDF you are creating.
Print. Opens a dialog box where you can select and configure the printer, and send the FLN area contents to print.

Additional info. Opens a pop up that lists all the additional info configured for the Objective: reports, Dashboard pages, or external URLs. The button is enabled only when the Objective has additional information.

Explore Click to open Explorer filtered by the selected Objective. For details, see About Explorer.