Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab

When you make a change in the Active KPIs pane in the Studio, the changes immediately affect the Dashboard and the Explorer. The effect depends on the type of change performed in the Studio as follows:

• The following changes need a calculation to be performed for the modified KPI, Metric, or Objective to display data in the EXPLORER tab or the Dashboard tab, so the modified KPI, Metric, or Objective value is Pending in these tabs until the calculation is completed:

  • Changing the context, formula, filter, threshold, threshold direction, marginal status (Warning), and calculation period of a KPI.
  • Changing the context, formula, filter, and calculation period of a Metric.

  • Modifying an Objective:

    • Assigning (or un-assigning) KPIs.
    • Changing its rules (Best Child, Worst Child, and more) and the weights for the assigned sub-Objectives or KPIs.

• The following changes are considered minor changes, don't involve calculation, and are immediately displayed in the Dashboard and the Explorer:

  • Scorecard, Perspective, Objective, KPI, Metric, or KPI or Metric Breakdowns name and description change.
  • Changes to Cascading Scorecards.

  • Changes the Business Motivation, Comments, Owner, Additional Info, or Unit.