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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- Get Started
- Step-by-step with Business Analytics
- Glossary
- Executive Personas and their Business Challenges
- The Business Analytics Solution
- IT Data Model
- Business Analytics Architecture
- Business Analytics UI Modules
- The Scorecard KPI Engine
- Dashboard Capabilities
- Content Acceleration Packs
- About KPIs, Metrics, Contexts, and Data Source Integration
- How Data is Included into Business Analytics
- Common Use Cases
- Customize KPIs, Metrics, Formulas, Filters, and Breakdowns
- Customize Objectives, Perspectives, Scorecards and Pages
- Customize Contexts
- Customize Content
Customize KPIs, Metrics, Formulas, Filters, and Breakdowns
ITBA enables you to customize KPIs as follows:
You can:
- Activate KPIs by dragging KPI templates from the KPIs Library pane to the Active KPIs pane in the Studio. For details, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates .
- Create KPIs by cloning existing active KPIs. For details, see Create Active Scorecards, Perspectives, Objectives, Metrics, or KPIs .
- Customize a formula or filter. For details, see KPI or Metric Formula or KPI or Metric Filter .
- Customize a KPI's Context. For details, see KPI or Metric Business Context .
- Enrich the Dashboard contents with Metric Breakdowns and KPIs, overrides, Cascading Scorecards, and more. For details, see Enrich the Dashboard Contents in the Studio .
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Create and manage Breakdowns for a KPI or a Metric according to the KPI or a Metric dimensions. For details, see KPI Breakdowns or Metric Breakdowns .
When you configure a KPI Breakdown, its configuration (for example, formula, or period) is the same as the parent KPI's configuration. You may want to have a different threshold or owner for specific "branches" of the KPI Breakdowns. In addition, you may want to change the thresholds of some of the KPI Breakdowns. For details, see KPI and Metric Breakdown Overrides .
- Add information to a KPI. That information can be a link to a relevant Dashboard page, an external URL, a BO report that provides more information about the KPI, an Xcelsius report configured in the system. This additional information can help the Executive by providing external information related to a KPI, or more details about the KPI value, status, and score, in the right pane of the Explorer tab. For details, see KPI or Objective Additional Information..
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