Common Use Cases

In this use case, you will view the entire end-to-end flow: from how to import data from an HPE  product and then how to calculate a KPI and present the result in the Dashboard. Business Analytics allows you to calculate metrics and KPIs and then present those results in a unified dashboard.

We will then see how to import data from a custom spreadsheet as well.

Movie: 0_E2E_data_flow

In this use case, you will learn how to activate and deactivate the different Data Sources supported by Business Analytics. The Connect Data Source UI also enables you to edit configurations and test the database connections.

For details, see Data Management - Connect the Data Sources

Movie: 1_Activate_Data_Source

In this use case, you will learn how to create a new Business Context.

Business Analytics enables the importation of data into the Studio using all the out-of-the-box integrations with other HPE  products.

In addition, you can import data from custom CSV files into the application and you can use that data for KPIs and Metrics as well.

For details, see Data Management - Connect the Data Sources See also KPI or Metric Formula.

Movie: 2_Create_New_Business_Context

In this use case, you will learn how to create a new role and grant it permissions. Then you will learn how to assign the role to a group of users and how to add a new user to that group. As soon as you create a user and you assign it a Role– you can use that user to log on to Business Analytics.

For details, see Users and Roles - Role Management and Users and Roles - User Management.

Movie: 3_Create_New_User

In this section you will learn how to create, download, and upload Content Acceleration Packs (CAPs).

For details, see Create Content Acceleration Packs See also, Activate a CAP, or Upload a CAP to the Business Analytics application.

Movie: 4_Manage_Content_Acceleration_Packs

In this use case, you will learn how to run the ETL.

For details, see Data Management - Run ETL - Content Flow Management.

Movie: 5_Run_the_ETL

In this use case, you will learn how to add an annotation, send an email, save information in PDF format or print information related to a Scorecard, Perspective, Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown.

You can perform these tasks from either the First Level Navigation tool tip in the Dashboard or from within the EXPLORER tab

For details, see Explorer - Annotations..

Movie: 6_Add_Annotation_and_Use_Action_Bar

In this use case, you will learn how to create a Dashboard page and how to add components to the page.

For details, see Dashboard Page, Page Layout and Components, Page Gallery and Page Categories, and Component Gallery and Component Categories..

Movie: 7_Create_a_New_Dashboard_Page

In this use case, you will learn how to filter the different Dashboard components and how to present the filtered data in a Dashboard page.

You have 2 main options to filter the data presented in the components:

• You can filter each component separately by clicking the Configure Component icon and setting the component configuration according to the support settings.
• You can use the Page Filter component. When you use this component, each selection you make in the Page filter, impacts all the other components in the page.

For details about the Page Filter component, see The Page Filter Component..

Movie: 8_Filter_Components

In this use case, you will learn how to configure a calculation rule for an Objective.

For details, see Objective Configuration Details..

Movie: 9_Configure_a_Calculation_Rule_for_an_Objective

In this use case, you will learn how to configure a KPI or a Metric formula.

For more details, see KPI or Metric Configuration and Calculation Details..

Movie: 10_Configure_a_KPI_Formula

In this use case, you will learn how to create a KPI Breakdown and configure Breakdown Overrides.

For details, see KPI or Metric Configuration and Calculation Details, KPI Breakdowns, Calculation, or KPI and Metric Breakdown Overrides.

Movie: 11_Create_KPI_Breakdowns_and_Configure_Breakdown_Overrides

In this use case, you will learn how to create a new KPI and build a Scorecard tree.

You can create a Scorecard tree in the Active KPIs pane in 2 ways: either by selecting a Scorecard from one of the Trees in the KPI Library pane and dragging it to Active KPIs pane, or by creating a new Scorecard tree directly in the Active KPIs pane.

For details about the Page Filter component, see Scorecard Configuration Details, Create Active Scorecards, Perspectives, Objectives, Metrics, or KPIs, Perspective Configuration Details, Objective Configuration Details, and KPI or Metric Configuration and Calculation Details..

Movie: 12_Build_a_Scorecard_Tree_and_Create_a_new_KPI

In this use case, you will learn how to create a new Metric.

For details, see KPI or Metric Configuration and Calculation Details, and Calculation..

Movie: 13_Create_a_New_Metric

In this use case, you will learn how to create Cascading Scorecards. Cascading Scorecards enable the user to view both a Scorecard and a Cascading Scorecard in a single Scorecard component in a Dashboard page.

To configure the Cascading Scorecards of a specific Scorecard, you must have more than one activated Scorecards in the Active KPIs pane.

To provide the executive with the capability of drilling down to a subordinate's Scorecard, both Scorecards have to be defined in the Studio and have to be active Scorecards.

For details, see Cascading Scorecards..

Movie: 14_Create_Cascading_Scorecards

In this use case, you will learn how to modify a KPI configuration.

For details, see KPI or Metric Configuration and Calculation Details..

Movie: 15_Modify_a_KPI_Configuration

In this use case, you will learn how to schedule an automatic context calculation, so the calculation runs automatically according to your configuration and the data that is presented in the Dashboard is the latest data.

The calculation engine will now run automatically according to your settings.

For details, see Calculation Scheduling.

Movie: 16_Schedule_Automatic_KPI_Context_Calculation

In this use case, you will learn how to renew your Business Analytics license using the Maintenance Tool.

For details, see Licenses

Movie: 22_Renew_a_License

This use case shows you how to create and use permissions.

For details, see Users and Roles - Role Management

23_Permissions

In this use case, you will learn where you can find information about how to use ITBA:

• The Online Help (or Help Center)
• The PDFs
• The SSO Manual Site
• Movies
• Forums
• and more.

For details, see How to Find Information..

Movie: 24_Find_Information

In this use case, you will learn how to embed an ITBA Dashboard page into another application, and how to navigate from the embedded page back to the BA application.

For details, see Create Content Acceleration Packs See also, Activate a CAP, or Upload a CAP to the Business Analytics application

For more details, see Page Gallery and Page Categories.

Movie: 25_Embeddability

In this use case, you will learn how to upload data into the Table Repository of the Context Designer using Excel files.

You can schedule the automatic upload of the same Excel file during the import or at a later time.

This feature enables the upload of data without integration with external sources or with other HPE products. The feature can be used to integrate third party data sources, testing, or for Proof of Concept (POC) sessions. You can, in the same way, replace the data in an existing table, or add data to an existing table when the table has been loaded using an Excel file.

For details, see Semantic Layer - Data Loader Scheduler.

Movie: 26_Schedule_Import_Excel_File

In this use case, you will learn how to upload data from an external file and how to schedule the automatic upload of the data into the Business Analytics using Context Designer.

For details, see Semantic Layer - Context Designer

Movie: 26_Schedule_Import_Excel_File

In this use case, you will learn how to configure LDAP using the LDAP Management wizard so the users configured in LDAP are available in ITBA.

For details, see Users and Roles - LDAP Management

Movie: 27_LDAP

In this use case, you will get a glimpse into the future by forecasting the entity future behavior, based on historical data, of the selected KPI or Metric. This will help you understand more easily the underlying trend and do all you can now to improve or maintain the desired behavior. Forecast is available in the Forecast component that you can add to a Dashboard page or in the Forecast tab of Explorer.

For details, see The Forecast Component or Explorer - Forecast.

Movie: 28_Forecast

In this movie, you will learn how to understand the Business Analytics documentation and where to find what.

For details, see How to Find Information.

Movie: 29_Understanding_the_documentation

In this use case, you will learn how to create a Dashboard page and how to add components to the page.

For details, see Dashboard Page, Page Layout and Components, Page Gallery and Page Categories, and Component Gallery and Component Categories.

Movie: 30_Dashboard_Page_Components

In this use case, you will learn how to set up the Entity Report to view the changes to the values or states of the ITBA entities.

You will also learn how to schedule to automatically generate the Entity Report for selected Scorecards, Perspectives, Objectives, KPIs, Metrics, KPI Breakdowns, and Metric Breakdowns and to send selected users email notification that include the Entity Report.

To view the movie, click Help in the top right corner of the application main page, select the Movies option, and select the relevant movie.

For details, see Notifications - Entity Report

Movie: 31_Entity_Report_Email_Notification

In this use case, you will you will learn how to sort the Perspectives, Objectives, and KPIs in Scorecard components.

For details, see Scorecard - Configure Component Dialog Box.

Movie: 33_Sorting_in_the_Scorecard_Component

If needed you can consolidate entities.

For details, see Data Management - Configure Consolidation

Movie: 34_Consolidate_Entities_On_Demand

In this use case, you will learn how to set permissions at the level of the dimension and entity.

For details, see Users and Roles - Dimension Permissions

Movie: 36_Dimension_Permissions

In this use case, you will learn how to drill down into Explorer to view more information related to the Scorecard, Perspective, Objective, KPI, Metric, KPI Breakdown, or Metric Breakdown you selected in Dashboard.

The Explorer tab includes configuration details and historical information about the selected item and provides additional research, analytical, and data exploration capabilities. It allows a comprehensive understanding of the available data. The analytical capabilities focus around the IT Business Analytics main flow entities such as KPIs and Metrics and provides the ability to drill down into the details of the formula used to calculate the KPI or Metric, to see the building blocks of the calculation results, and to analyze the data used for the calculation. In addition, you can also view a tree of nodes that represents the display of the impact of the selected KPI, or KPI Breakdown on the relevant Objectives, Perspectives, and Scorecards.

For details, see About Explorer.

Movie: 37_Explorer

In this use case, you will, as the end user, explore Business Analytics capabilities:

• View Dashboard Pages.
• Use wiring between components.
• Change, on demand, the periodicity of a component display.
• Change, on demand, the Breakdown display.
• Extract additional information using FLN.
• Drill down to Explorer.

• Change, on-the-fly, the display format of some Dashboard components.

For details, see Dashboard .

Movie: 40_End_User_Features

In this use case, you will see how demo data provided by the demo CAP is used to demonstrate a user story.

For details, see SM_Demo and SM CAPs.

Movie: 41_SM_and_SM_Demo_CAPs

In this use case, you will see how demo data provided by the demo CAP is used to demonstrate a user story.

For details, see PPM_Demo and PPM CAPs.

Movie: 42_PPM_and_PPM_Demo_CAPs

In this use case, you will see how demo data provided by the demo CAP is used to demonstrate a user story.

For details, see ALM_Demo and ALM CAPs ..

43_ALM_and_ALM_Demo_CAPs

In this use case, you will see how to install ITBA using a GUI installation.

For details, see the .

Movie: 44_GUI_Installation

In this use case, you will see how to install ITBA using a silent installation.

For details, see the .

Movie: 45_Silent_Installation

In this use case, you will see all the Dashboard pages provided by the demo CAP displaying data from CSA, AWS, and AWSCW.

For details, see CSA_Demo and CSA CAPs .

Movie: 47_CSA_and_CSA_Demo_CAPs

In this use case, you will see how demo data provided by the demo CAP is used to demonstrate a user story.

For details, see AM_Demo and AM CAPs.

Movie: 48_AM_and_AM_Demo_CAPs

In this use case, you will learn how the What-If tab provides a glimpse into the future by forecasting the entity future behavior of the Objective, based on historical data.

For details, see Explorer - What-If.

Movie: 49_What_If_For_Objectives

In this use case, you will see how demo data provided by the demo CAP is used to demonstrate a user story.

For details, see SA_Demo and SA CAPs.

Movie: 50_SA_and_SA_Demo_CAPs

In this use case, you will see how to install ITBA using a console installation.

For details, see the .

Movie: 51_Console_Installation

In this use case, you will learn how to use the ETL Toolkit.

For details, see ETL Toolkit

Movie: 52_ETL_Toolkit

In this use case, you will learn how the What-If tab provides a glimpse into the future by forecasting the entity future behavior of the Objective, based on historical data.

For details, see Change, On-Demand, the Breakdown Display.

Movie: 53_Breakdown_on_Demand

In this use case, you will see learn how to upgrade from ITBA 10.00 to ITBA 10.10.

For details, see the .

Movie: 54_Upgrade

In this use case, you will see learn how to migrate from XS 9.50 to ITBA 10.10.

For details, see the ..

Movie: 55_Migration

In this use case, you will see learn how to install BOE on a Linux Server.

For details, see the .

Movie: 58_Optional_Install_BOE_on_a_Linux_Server

In this use case, you will see learn how to install BOE on a Windows Server.

For details, see the .

Movie: 59_Optional_Install_BOE_on_Windows

This section presents the high level end -to-end flow you can follow to view your Scorecards and KPIs in the IT Business Analytics Dashboard. The data displayed in the Dashboard is based on data from the relevant data sources.

Prerequisite:

1. Read the .. The document includes release notes, getting started information, installation and upgrade information, and troubleshooting notes.
2. Install Business Analytics and run the installation wizard. For details, see the .
3. Set up the users, permissions, and other general settings. For details, see Getting Started with Administration Tasks in General Administration in the online documentation library or in the

Install the Content Packs

Perform the integration with the Data Sources:

Run the corresponding ETL

Activate the CAPs

You can now review the out-of-the-box Scorecards, Perspectives, Objectives, and KPIs, customize them, create Dashboard pages, and more. For details, see Getting Started with the Studio and Dashboard

In this section you will learn about the ITBA DWH IDE. The DWH IDE provides the means to extend and develop DWH content.

DWH content is comprised of a set of Staging Area Data models, Target Area Data models and an ETL (Extract Transform Load) process. The ETL is aimed at moving and transforming data entities from the data source entities format to the Target Data model structure.

The eclipse tool contains 4 major areas:

• Workspace: The center of the screen is the canvas where you create models in the Stream Designers.

• Project Explorer: Contains the available projects.

• Palette area: Contains the tools for creating your content.

• Tabs: Contains the tabs with various property and error information.

Stream Designers:

The IDE provides two main levels of metadata modeling: The Architect Target Designer and the Engineer Stream Designer. The Architect Target Designer enables the user to model the DWH Target entities and the relations between them. The Engineer Stream Designer enables the user to create the sequence of models for data to be mapped from the source model to the target entity model.

To the right of the canvas is the palette which contains the set of tools used to design in the Designer.

To the left of the canvas, the package explorer contains a set of out of the box content packs. This is where all the content loaded into the IDE can be found.

The bottom area contains additional tabs such as the ‘problems’ view which provides indications of model validation errors and the properties view which enables the configuration of entity attributes and properties.

Usually, when starting the development of an entity, you begin with developing the Architect Target Designer, designing the new target schema and then you develop the Engineer Stream Designer, loading the target entity you created earlier and connecting to the data source schema.

The Target Entity is comprised of Fact and Dimension tables, which can be linked to associated dimensions.

The Source Entity is the actual and accurate representation of an entity to be extracted from the source. It is automatically generated according to integration entity design.

The Integration Entity is a Source Table representation.

In this section you will learn how to develop a new entity using the IDE. The development scope includes the full content development track – from source to target . In this movie it is required to create a new fact table since the requested measurements do not exist in the OOTB scheme, therefore we will start with creating the Stream Target Designer and then move to the Engineer context.

The data that used in this example comes from PPM.

Let’s start with the importing of the relevant Content Packs.

1. Open the Eclipse IDE.

2. From the top menu select File > Import.

3. Under the General directory select Existing Projects into workspace and click Next.

4. Browse for the cp-core directory and click OK, click Finish to import the project.

5. Repeat these steps for cp-ppm and cp-ppm-9.1-oracle content packs.

The next step is to create two new logical projects: Architect_Context and Engineer_Context

1. From the top menu select New > Project, expand the General directory, select Project and click Next. Enter the name Architect_Context and click Finish.

2. The project for storing the Stream Target Designer diagram is created and displayed in the Package Explorer.

   Repeat this procedure to create the Engineer_Context.

Now you can start designing the Architect Target Designer.

1. From the Package Explorer pane, select the Architect_Context directory you just created.

2. Right-click and select New > Architect Target Designer.

3. Enter a file name, in this case :PROJECT_STATUS_CSTM.architectcontext_diagram and click Next.

4. Click Browse and select cp-core and click OK.

5. Click Finish to finalize the context creation.

6. In the palette area on the right side, select New Target Entity and click in the canvas.

7. Enter an entity name (‘PROJECT_STATUS_CSTM’) and click Enter.

8. In the Properties tab select General and select the Fact checkbox.

9. Add a Target column by clicking Target Column in the palette area and click in the PROJECT_STATUS_CSTM entity frame.

10. For each column click Target Column and click in the PROJECT_STATUS_CSTM entity area and enter the name of the column.

11. Double-click Load Target Entity (in the palette area).

12. Expand the Core directory and select PERIOD/ Period entity and click OK.

13. Repeat this step and select PROJECT/ Project entity.

14. Create a link between the Fact you created and the Dimensions you loaded in the previous step by selecting Fact to Dimension in the palette area. Drag the arrow from the Fact column in the entity to the Dimension you want it linked to.

15. Create another link between the Fact and the Period dimension.

16. In the Properties tab select Columns and set the Length of each column to 255 and the Measure to True.

17. Save the configurations.

The design of Architecture context diagram is complete.

Now, you are ready to create the Engineer_Context.

1. From the Package Explorer pane select the Engineer_Context directory you created before, right click and select New > Engineer Stream Designer and click Next.

2. Enter a file name for the Engineer Diagram (in this case PROJECT_STATUS_CSTM.engineercontext_diagram) and click Next.

3. Select cp-core as the Target CP directory, cp-ppm as the Integration CP directory and cp-ppm-9.1-oracle as the Source CP directory and click Finish. The Engineer diagram is created and automatically opens.

4. In the palette area, click Load Target Entity, expand the Core directory and select the Target entity you created earlier and click OK. The Target Entity is displayed.

The next step is to create a New Integration Entity.

1. In the palette area, click New Integration Entity, click in the canvas and enter a name.

2. In the palette area, click Integration Column and click inside the Integration Entity and enter the column name.The column names must be exactly the same as in the source table.

3. In the Properties tab, select Columns and in the Data Type column, set the Data Type, Length and Business Key accordingly

4. Save the configurations.

Create SSI mapping between the Integration entity and Target entity

1. In the palette area, click Column Mapping and drag a line between PROJECT_ID and PROJECT.

2. Once the link is created a new entity is displayed: PPM – PROJECT_STATUS CTSM Transformation.

3. Continue creating SSI mapping links accordingly between the Integration Entity and the Transformation Entity.

4. Save your configurations.

Create a New Source Entity

1. In the palette area, click New Source Entity and click in the canvas.

2. Create a link between the New Source Entity and the Integration Entity, click Source to Integration Relation in the palette area and drag the display arrow from the Source to the Integration.

3. The name of the New Source Entity is automatically updated to PPM.9.1.oracle.PM_PROJECT_RLP_CSTM.

4. In the Properties tab, select Columns and update the table name for all the records with the original table name as it appears in the Data source DB.

5. In the Properties tab, select General and add the table name to the Table Name/Join Condition and save.

The next step will be to generate the ETL.