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Oracle® Business Intelligence Enterprise Edition Help
11g Release 1 (11.1.1)
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Scorecard editor: Smart Watchlist tab

Use this tab of the "Scorecard editor" to create a smart watchlist.

For more information, see:

Components

Filter Pane

Depending on the setting of the Filter Criteria Display component in the "Smart Watchlist Properties dialog," this pane is displayed as a control panel, as a text summary, or is hidden. If displayed as a:

Smart Watchlist

Lists the initiatives, objectives, and KPIs within a scorecard that meet the criteria that you specified in the Filter pane.

Use this watchlist to view and manage these initiatives, objectives, and KPIs. See "Watchlists" for additional information.

Toolbar

This toolbar contains the following buttons:


Filter pane: Relationship tab

Use this tab of the "Scorecard editor: Smart Watchlist tab" to filter a smart watchlist by scorecard object relationships. For example, you might want to include only the Improve Customer Satisfaction objective and its children.

Components

Start With

Use this area to specify which nodes (that is, the representation of an initiative, objective, or KPI in the Strategy pane or Initiatives pane) to start with in the smart watchlist. To do so, click Browse to display the "Choose Starting Nodes dialog," where you select one or more nodes with which to start.


Note:

As an alternative to clicking the Browse button, you can add objectives, initiatives, or KPIs by dragging the objects from the Strategy and Initiatives panes and dropping them in the Filter pane.


Include

Use this area to specify:


Filter pane: Type tab

Use this tab of the "Scorecard editor: Smart Watchlist tab" to filter a smart watchlist by scorecard object types. For example, you might want to include only objectives and KPIs.

Components

Type

Use this area to select which types of scorecard objects to include in the smart watchlist. To do so, select Objectives, Initiatives, KPIs, or any combination of the three.

Note that you can include only KPIs that are associated with objectives and initiatives in the scorecard. You cannot include KPIs from the catalog that are not associated with objectives and initiatives in the scorecard.


Filter pane: Perspective tab

Use this tab of the "Scorecard editor: Smart Watchlist tab" to filter a smart watchlist by the perspectives to which objects are associated. For example, you might want to include only objects that are associated with the Financial perspective.

Components

Perspectives

Use this area to specify the perspective associations to include in the smart watchlist. To do so, select one of the following options:


Filter pane: Performance tab

Use this tab of the "Scorecard editor: Smart Watchlist tab" to filter a smart watchlist by the performance criteria (status, score, or ranking) of scorecard objects. For example, you might want to include all scorecard objects that have a status of Warning or you might want to display the top 10 best performing KPIs.

Components

Select

Use this area to specify whether to include All, Top n, or Bottom n objects that meet the based on criteria. If you select Top or Bottom, then enter the number of objects in the text box to the right.

based on

Use this area to specify the criteria on which to base the inclusion of all, top n, or bottom n objects. To do so, select one of the following options:


Filter pane: Ownership tab

Use this tab of the "Scorecard editor: Smart Watchlist tab" to filter a smart watchlist by the business owners to whom scorecard objects are assigned.

Components

Business Owners

Use this area to specify the business owners. To do so, click the Add or Remove Business Owners button to display the "Select User dialog," where you select business owners.