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Oracle® Business Intelligence Enterprise Edition Help
11g Release 1 (11.1.1)
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Analytics pane

Use this pane as follows:

For more information, see:

This pane is part of the "Scorecard editor: KPI Details tab," the "Scorecard editor: Initiative Details tab," and the "Scorecard editor: Objective Details tab."

Components for KPI Details

History

Displays a graph that presents actual values and target values that enable you to view KPI performance over time or using dimensions selected from the following:

The graph shows multiple time periods only if trending was enabled in the KPI's definition.

Parent Initiative or Parent Objective

Displays the name of the parent initiative or the parent objective whose progress is measured by the KPI.

Actions

Displays the action links associated with each KPI performance level or range. Use to perform actions in response to the KPIs current performance state. (You add or edit the action links in the KPI definition. See "Adding Actions to KPIs" and "Editing Actions and Action Links Added to KPIs.")

Performance

Displays the following KPI values and data:

Indicator Type

Displays the following options to indicate whether the performance of the KPI drives other KPIs, or is affected by the performance of other KPIs, or other data or processes:

Perspective

Displays the perspectives available for the scorecard. Select the perspective with which to align the initiative or objective. For example, you might align an objective for Increased Product Sales with the Financial perspective.

For more information on perspectives, see "What Are Perspectives?"

Dimensionality

Displays the dimensions associated with the KPI. Use this area to pin the dimensions.

Pinning is optional. Typically, it is best not to pin most of the dimensions so that the data is controlled by the point of view settings. For more information about pinning, see "What Are Dimensions and Pinned Dimension Values?"

To pin a dimension, click the down-arrow button to the right of the dimension and select one of the following options:

Components for Initiatives and Objectives

Score

Displays the score for the initiative or objective in a gauge and numerically.

For more information on scores, see "Understanding Initiative or Objective Performance Assessment."

Parent Initiative or Parent Objective

Displays the name of the parent initiative (for an initiative) or the parent objective (for an objective).

Start Date

This box is available only for initiatives.

Use this box to specify the date on which the initiative is to begin and the time zone. To select a date, click the Select Date button to display the Select Date dialog.

Due Date

This box is available only for initiatives.

Use this box to specify the date on which the initiative is due and the time zone. To select a date, click the Select Date button to display the Select Date dialog.

Completion Date

This box is available only for initiatives.

Use this box to specify the date on which the initiative was actually completed and the time zone. To select a date, click the Select Date button to display the Select Date dialog.

Children

Displays for the initiative or objective:

If there is at least one child objective, initiative, or KPI for a particular status, the status name is a hyperlink that displays the "Scorecard editor: Breakdown tab," showing the child object or objects.

Descendants

Displays for the initiative or objective:

If there is at least one descendant objective, initiative, or KPI for a particular status, the status name is a hyperlink that displays the "Scorecard editor: Breakdown tab," showing the descendant object or objects.

Perspective

Displays the perspectives available for the scorecard. Select the perspective with which to align the initiative or objective. For example, you might align an objective for Increased Product Sales with the Financial perspective.

See "What Are Perspectives?" for additional information.

Assessment Formula

Displays the following options to specify the rule to be used to assess the overall performance of the initiative or objective:

Indicator Type

Displays the following options to indicate whether the performance of the objective drives other objectives, or is affected by the performance of other objectives or other data or processes:

Priority

This box is available only for initiatives.

Displays the options High, Medium, and Low to identify the importance and urgency of an initiative.

Actions

Displays the action links that have been added to an initiative or objective, including the text of the action links, the actions associated with the links, and under which states of the objectives or initiatives the action links are enabled.

Use this area to view and manage action links:

Initiatives & KPIs or Objectives & KPIs

Lists the following:

Use this watchlist to view and manage these initiatives, objectives, and KPIs. For more information about watchlists, see "Watchlists."

To add a KPI to the watchlist, drag it from the "Catalog pane for Scorecard" and drop it on the watchlist. The "Add KPI dialog" is displayed, where you pin dimension values or assign a label for this usage of the KPI.


Watchlists

A watchlist is a table that lists scorecard objects (that is, initiatives, objectives, and KPIs) that are related to a particular aspect of a scorecard or are grouped together for a particular purpose.

See "Understanding Watchlists" for additional information.

Components

Objects

Displays these options:

View

Displays these options:

Summary

Displays, of the initiatives, objectives, and KPIs that are used to evaluate the performance of this initiative, objective, or KPI, the number that fall into each assessment range, for example, OK (2), Critical (1). For a smart watchlist, it also displays the total number of objects that are listed.

Pinned Key Performance Indicator (in a cell in the Label column)

This blue pin indicates that a KPI has one or more pinned dimensions. See "What Are Dimensions and Pinned Dimension Values?" for additional information.

Sort Ascending

This button is not available in all watchlists. Displayed when you hover the mouse pointer over a column heading. Use this button to sort the values in a column by ascending order.

Column sorting is preserved only in smart watchlists. In a smart watchlist, column sorting:

Sort Descending

This button is not available in all watchlists. Displayed when you hover the mouse pointer over a column heading. Use this button to sort the values in a column by descending order.

Column sorting is preserved only in a smart watchlist. In a smart watchlist, column sorting:

Red asterisk (in a cell in the Status column)

This symbol is available only if there are status overrides applied to an initiative, objective, or KPI. Use this symbol to display the "Status window," where you can view the overrides that previously have been applied or apply another override.

Blue triangle (in the upper-right corner of a cell in the Status column and in other columns for a KPI)

This symbol is available only if there are comments attached to an initiative, objective, or KPI for the current dimension settings. Use this button to display the "Status window," where you can read the comments that previously have been added, add another comment, or reply to a comment.

Highlighted Actual Value or Target Value Cells

A box displays around actual values and target values that have been set to writeable in the "KPI editor: General Properties page." This means that you or the end user can modify the value and submit that value to the repository. If you submit a value for a value to which you were not granted access, then the box will display red and the "Insufficient dimensional slice security for slice with dimension values" error message displays. For more information, see "What Are Target Settings?"

Right-click menu in a column cell

The options that are available depend on the tab in which the watchlist is displayed and on the column in which you right-clicked, and can include the following:


Status window

The Status window shows the following information:

Use this window to view and manage this information as follows: