Develop > Customize KPIs, Metrics, Pages, and More > Create the Dashboard Contents in the Studio > Perspective Configuration Details

Perspective Configuration Details

An activated Perspective represents one of the strategies included in a Scorecard.

Note In this section, "node" represents Perspectives.

ClosedTo access:

Click a Perspective in the Active KPIs pane.

ClosedPerspectives

A Perspective represents one of the strategies included in a Scorecard.

Every Scorecard definition includes out-of-the-box definitions as well as Perspectives that include Objectives that are linked to KPIs.

A Perspective represents a group of Objectives that can help the executive track and analyze the relevant business issue.

ClosedPerspective names must be unique in the same Scorecard.

When you drag and drop a Perspective template to the Active KPIs pane, you create an active copy of the Perspective template. The new Perspective must have a unique name in the Scorecard tree. If the Perspective does not already exist in the Scorecard tree, it is given the same name as the Perspective template. If a Perspective with the same name already exists in the same Scorecard tree, the name of the newly added Perspective gets the (n) suffix (where n=0 the first time and n gets incremented if necessary).

ClosedImpact of changes to configurations in the Studio on the display in Dashboard and the EXPLORER tab

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

ClosedCustomize the Node

To customize the node:

  1. Click the Studio button (top right corner) to open the Studio.
  2. In the Active KPIs pane, select the relevant node. Its details are displayed in the Configuration Details pane.
  3. Modify the node's details and click Save to save the changes.

ClosedPopulate the Node

  1. Click the Studio button (top right corner) to open the Studio.
  2. In the Active KPIs pane, select the relevant node. Its details are displayed in the Configuration Details pane.
  3. You can also populate the node by adding or removing the following nodes:
    1. Objectives. For details, see Objective Configuration Details.
    2. KPIs. For details, see KPI or Metric Configuration and Calculation Details.
    3. KPI Breakdowns. For details, see KPI Breakdowns.

ClosedConfiguration Details Tab for a Perspective

This page enables you to display the configuration of an active Perspective.

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

UI Element

Description
Navigate to the source template

Moves the cursor to the template that was used to create the current Perspective, in the KPI Library pane. The details of the template are displayed in the Configuration Details pane.
Save Click to save the changes.
Discard Click to discard the changes you have made since the last Save operation.
Click to refresh the display.
General - Perspective
Name

The name of the active Perspective.

Limitations:

  • The characters: \ / : * ? " < > | are not supported.
  • The maximum number of characters is 240.
Description

The description of the Perspective.

Limitations: The maximum number of characters is 1000.
Id

The Id of the Perspective. 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 Perspective. 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.

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