Creating Dashboards using Dashboard Manager

- Sandeep Kumar Jaina

Introduction
What are the performance management products?
1. Business Objects performance management products are packaged analytic applications that allow organizations to build custom analytic applications that meet their specific requirements. 2. They consist of an integrated application or dashboard builder, a catalog of analytic templates, and integrated analytic engines. 3. The analytic engines provide the processing power to analyze data in a wide range of business areas. 4. This information can easily be delivered to dashboard interfaces for a rapid understanding of the status of the business.

Introduction
What is Dashboard Manager?

1. Dashboard Manager is the performance management product that allows you to create dashboards that provide visibility to your business activities across your organization.
2. Dashboard Manager offers metrics, alerting and dashboard management capabilities to help your organization monitor and understand business activities.

Introduction
What do we need to start building Dashboards?
As a prerequisite, you must have already 1. installed Business Objects XI Release 2 2. configured Web Intelligence

3. created users, including one user, President, who has view rights only to the dashboards and analytics in the Performance Management folder
4. installed the performance management framework with Dashboard Manager and Performance Manager
Note: You must have an excellent understanding of Business Objects XI and be familiar with creating universes in Designer. You must also have access to Designer with a network connection to the machine on which you installed the performance management products if it is not on the same machine.

Configuring the installation

Configuring the installation

Basic configuration tasks that are indispensable for using Dashboard Manager are Setting-up the repository Creating the target database connection

Adding the universe

Creating and adding the calendar

Configuring the installation

To access the Setup Information Page 1. Do one of the following:

Start InfoView Java via the Start menu.

In the Address Bar of your browser, enter the URL for your performance management products.

Login page opens

Configuring the installation

2. Enter the System, User name and password details 3. Select the Authentication that was indicated when the product was installed. Business Objects XI opens to the InfoView home page. 4. Click the performance management icon.

Configuring the installation

The Performance Management page opens.

Configuring the installation

5. Click the Setup button on the services bar.

Configuring the installation

The Setup Information Page opens.

Configuring the installation

Setting up the repository
Click the System Setup tab. By default the Repository page opens. The repository page contains all information pertaining to the CMS and to the repository. If this is a new installation you must create the repository.

By default, the CMS Name, and the Authentication are already entered in the appropriate boxes. The CMS, or Central Management Server, is the server on which your performance management products are installed.

Configuring the installation

System Setup Page

Configuring the installation

Take a moment to check that the repository has been set up correctly. If the boxes under Repository Information are blank, you must set up the repository. If your installation was previously configured, you do not have to set up the repository. In this case, you may want to click Check to verify that the server is responding.

Configuring the installation

The system tables management section of the Repository page lets you know if the system tables have been installed. The system tables store information that is central to the application. If an earlier version of the product has been installed, the module detects it and possibly suggests an upgrade. If the repository is up-to-date, you can view the options that were used during its creation.

System tables management page

Configuring the installation

To setup the repository
1. Under Repository Information click Change. The Choose repository connection dialog box opens.

2. In the Universe Connection box select the name of the universe connection that you created in Designer, demo connection.

Configuring the installation

When you select the universe connection, the Database Engine, Target Database, and User Name boxes are completed by default as follows: Database Engine: MS SQL Server Target Database: AFDEMO User name: the default entry, sa or the user name you entered when you installed the database engine 3. Click OK. The dialog box closes. 4. Under Repository Information click Check to make sure the database connection is working. A message informs you that the server is responding.

Configuring the installation

5. Click OK. If the system tables have not been created, the Setup Repository dialog box opens. In the next steps you create the system tables.

Configuring the installation

6. Leave the default values, then click Next. The View SQL page of the dialog box opens. This page lists the SQL to generate. 7. Click Execute. 8. Setup executes the SQL.

Configuring the installation

When the SQL has been generated a message appears on your screen and the system tables management section of the page changes to inform you that the repository is up-to-date.

9. Click OK. You return to the Repository page.

Configuring the installation

Adding the universe
You define, connect, and edit universes from the Universe page under the System Setup tab. There can be multiple universes connected to the same database. In this step you add the universe that you created in Designer.

To add the universe:

1. Click Universes. The Universe Definition page opens.

Configuring the installation

2. Click Add Universe. The Add Universe dialog box opens.

3. Select demo universe from the Measure Universe list. As you make a selection the name of the universe and the domain in which it is located appear in the boxes. 4. Click OK. The demo universe is added to the list of available universes.

Configuring the installation

5. Highlight the demo universe that you just added. The Update button is activated.

6. Click Update. Since you have not yet created metrics on your universe, there are no metrics to update, therefore, it is not necessary to select Update Metrics and Control Charts Definitions.

Configuring the installation

The lower part of the screen displays the universe content.

7. Click Measures and Dimensions.

The objects that you created in the demo universe are displayed under the demo universe folder. As you highlight each of the measures the corresponding SQL code appears in the SQL box. You can see the Where clause that you entered in Designer.

Configuring the installation

Adding a calendar
The next step is to make sure that you have an appropriate calendar. When you create metrics and goals you associate them to a calendar. Before you add a new calendar, take a look at the existing ones. To view the calendars 1. Click the Time Config tab. 2. Click Calendar.

Configuring the installation

A list of available calendars appears on the page.

Configuring the installation

To add the calendar

1. Click Add. The Add a Calendar dialog box appears.

Configuring the installation

2. Enter the name of the calendar, demo universe. 3. Enter a description, for example, monthly calendar for AFDEMO. 4. Under Type of Periods, select Calendar. 5. In the Interval box select Monthly. 6. Under Period Display, select First day of period, and in the Format box select the appropriate format for your computer. 7. Under Calendar Span, select the values: From Jan 2000 To Dec 2004 8. Click OK.

Configuring the installation

The calendar demo universe appears in the list of available calendars.

At this point you are ready to create metrics on your universe. Click the Performance Management button to exit the Setup page.

Creating Metrics

Creating Metrics
Whats a metric?
A metric is the measure of actual performance. A metric is defined using objects in the universe, and is usually made up of the following: a measure a filter a date restriction By using metrics, you can track actual performance and compare it to a goal and you can detect trends. Metrics are most commonly used in organizations as Key Performance Indicators (KPIs) to monitor critical business areas.

Creating Metrics
Whats an analytic?
An analytic is the visual representation of your data.

Whats an IMT, or Interactive Metric Trends graph?

An IMT is a graph that lets you analyze trends in data.

Whats a speedometer?
A speedometer is a gauge that displays data in a given range based on predetermined values.

Creating Metrics
Creating a new metric
In this step you use Dashboard Manager to create metrics using the demo universe that you created in Designer. First you create two metrics using the Unitcost and Unitsales measures: the average of unit cost average of unit price Then you create a third metric, the average of cost, which is the average of total cost over the same period.

Creating Metrics

Creating the Average of Unitcost and Average of Unitprice metrics

You create metrics in the Create Metric dialog box.

To get started creating metrics: 1. From the Dashboard Manager tab, click Metrics. 2. Under Available Metrics locate demo universe. 3. Click Add and select New Metric from the list.

Creating Metrics
The Create Metric dialog box opens to the first of three pages on which you create the metric.

On the left side of the Measure page, under Select a measure, the measure objects that you created in Designer are displayed. On the right side, a list of available aggregate functions is displayed.Begin by creating a metric for the average unit cost. To create the metric for the average of unit cost:
1. Highlight the measure Unitcost. 2. Highlight the aggregate function Average. 3. Click Next. The dialog box changes to display the Filters page. Only one filter is available, None. 4. Highlight None, then click Next.

Creating Metrics

Create Metric dialog box

Creating Metrics
The Create Metric dialog box changes once again to display the Attributes page.

By default, Average of Unitcost appears as the metric name.

Creating Metrics
5. In the Calculation interval box select demo universe. Leave the default values under: Refresh type Storage options Parameters 6. Click the calendar icon under Metric History, then select the start date Jan 2000. 7. Click Stop metric calculation and select the stop date, Dec 2001. 8. Click Finish. The metric Avg of Unitcost is added to the list of available metrics.

Creating Metrics
9. Click Refresh and confirm the operation. When the metric is refreshed the Metric history section of the dialog box changes to display the Start, Last, and Stop dates of the metric as shown below.

Note: If you forget to click Refresh the data does not display properly when you create your analytic.

Repeat the above procedure to create a second metric, Avg of Unitprice. When you finish, the metrics appear in the list of available metrics as shown below.

Creating Metrics
Creating the Average of Cost metric To create the Average of Cost metric 1. On the Metrics page under Available Metrics locate demo universe.

Creating Metrics
2. Click Add, then select New Metric. 3. In the Create Metric dialog box, select Cost and the aggregate function Average. 4. Click Next. 5. On the Filters page, highlight None, then click Next. 6. In the Attributes page select the calculation interval, demo universe. 7. Under Metric history, select: the start date of Jan 2000 the end date Dec 2001 8. Click Finish. The new metric, Avg of Cost, appears in the list of metrics under demo universe.

9. Refresh the metric.

Creating Metrics
You have created three metrics that you are going to use to create analytics to use on your dashboard. Now you are ready to begin creating your dashboard using the Dashboard Builder. Note: When you created your universe in Designer you created two dimensions along with the measures. Dimensions are used to create sliced metrics. A metric is sliced when it is divided into separate slices of data to enable a more detailed analysis. Filters are conditions that limit the information that is returned to that specific information that is most useful to you. Using dimensions and filters is an integral part of using the performance management products.

Creating A CORPORATE DASHBOARD

Creating A Corporate Dashboard

Building A Dashboard
To create the dashboard:

1. Click Dashboard Builder. The Dashboard Builder page opens. The available applications appear in the left pane. 2. Click Add, then select New Dashboard from the menu. The new dashboard appears under Dashboard Structure.

Creating A Corporate Dashboard

3. On the right side of the page, in the Name box, enter the name demo dashboard. 4. Click Save. The Save a new Corporate Dashboard dialog box opens.

Creating A Corporate Dashboard

5. Under Location, select the Performance Management folder but do not expand it. 6. Click OK. The demo dashboard appears under Dashboard Structure on the Dashboard Builder page.

Creating A Corporate Dashboard

Using analytics in your dashboards Analytics are templates into which you insert the data that you want to view in your dashboard. Some of the most commonly used analytics are: Alerts Interactive Metric Trends Maps Metric Trees Pareto Charts Gauges such as speedometers and traffic lights Viewers A dashboard is composed of one or more analytics. In this lesson you create a dashboard using the Interactive Metric Trends (IMT) and the Speedometer analytics. Now you are ready to create your analytic. In this procedure you create an Interactive Metric Trend analytic to compare the Average of Unit cost to the Average of Unit Price.

Creating A Corporate Dashboard

Creating your first Interactive Metrics Trends (IMT) analytic
To select the data 1. Under the Dashboard Manager tab click Create New Analytic. The Create New Analytic page opens. This page displays a list of analytics that are available to you according to the performance management modules that you have installed. By default the page opens to the Dashboard Analytics. 2. Click Interactive Metric Trends. The page changes to display the various data and graph options. 3. Expand Select Metrics to Display, then select Top Metrics from the list. 4. Click Add.

Creating A Corporate Dashboard

The Add a Metric dialog box opens. 5. Select demo universe. 6. Expand Avg of Unitcost and highlight the None filter beneath it. 7. Click OK. 8. Repeat steps 6 and 7 for Avg of Unitprice.

Do not modify the default values on the page.

Creating A Corporate Dashboard

The metrics are displayed on the Select Data to Display section of the page as shown below:

Creating A Corporate Dashboard

Editing the chart display options In this step you edit the graph and legend options.

To edit the chart display options 1. Click Graph and Legend. The page changes to display the various options available. 2. Under Title and Legend options click Display Text. 3. In the box, type a title for your analytic: Avg. Unit Cost vs. Avg. Unit Price. 4. Under Legend select Show Legend.

Creating A Corporate Dashboard

5. Expand Display Mode 6. Select: Hide Selected Metrics panel Hide Graph Options panel. 7. Click OK. The Interactive Metric Trends (IMT) analytic is displayed.

Creating A Corporate Dashboard

Each data point corresponds to a value that is calculated from the data in the OrderDetails table that you used when you created the demo universe in Designer. Take a few minutes to highlight the data points. As you place your cursor over each data point, the date and the dollar value of your data on that date appears on your screen.

Creating A Corporate Dashboard

Before doing anything else, save your analytic! To save your analytic 1. Click Save As. The Save an Analytic page opens. 2. Under General, enter a title, demo imt. 3. Enter a description, Avg unit cost to avg unit price Jan 2000 to Dec 2001. 4. In Location, expand Public Folders, and highlight the Performance Management folder. 5. In Categories, expand Corporate Categories and select Performance Management. 6. Click OK. Your analytic is saved successfully. Now you can close the analytic.

Creating A Corporate Dashboard

Adding the analytic to your dashboard In this step you add the analytic that you created, demo imt, to the dashboard that you created earlier in this lesson, demo dashboard. Because you saved your dashboard and your Interactive Metric Trend analytic to the Performance Management folder, they were saved in the Public Folders in InfoView.

To add the analytic to your dashboard:

1. Click InfoView. 2. Under Public Folders, click the Performance Management folder.

Creating A Corporate Dashboard

Both the demo imt and the demo dashboard appear in the Performance Management folder.

3. Click the demo dashboard title. The empty dashboard opens. 4. Click Customize. The Content and Layout page opens to the Content tab.

Creating A Corporate Dashboard

5. Under Corporate Analytics, expand the Performance Management folder and locate the analytic you created, demo imt. 6. Drag demo imt to the right pane. The IMT opens in its window 7. Click the lower right corner of the IMT window and resize to fit the IMT to your dashboard. At this point you can click the edit icon to edit the content and layout of the analytic, however you do not edit the IMT in this tutorial. 8. Click Apply & Close. The page closes and you return to your dashboard.

Creating A Corporate Dashboard

Now you can view the demo dashboard with the analytic demo imt. To view the dashboard 1. In InfoView, open the Performance Management folder. 2. Select demo dashboard and click to open it. The demo analytic appears on the demo dashboard.

The IMT shows the average unit cost and the average unit price over a period of 24 months. You can see that the trend for both shifted in April 2001 and stayed relatively stable until the end of the year.

Creating A Corporate Dashboard

Adding a second analytic to your dashboard
In this section you add a second analytic, a speedometer, to your dashboard. Your boss wants to be able to see at a glance if the average total cost of all products sold each month is within an acceptable range. A speedometer is an excellent means of displaying this information because it shows the value of the data at a given point in time on a color-coded background.

Creating and adding the speedometer to your dashboard

When you create the speedometer analytic first you create the space for the analytic on your dashboard and then you select the metrics to use. To create space on a dashboard 1. Open the demo dashboard in InfoView. 2. In the dashboard click Customize. The page changes to display the Content and Layout tabs on the left.

Creating A Corporate Dashboard

3. Expand the New Analytic folder and, from that folder, select Speedometer. 4. Drag the Speedometer icon to the right side of the page below demo imt. When you release your mouse button the Speedometer window opens, but it is empty. The following message is displayed: Metric does not exist or there are no values for the selected metric.

To create the Speedometer analytic 1. Click the Edit icon on the title bar of the Speedometer window. The page changes to display the Content and Layout page.

Creating A Corporate Dashboard

2. Expand the Select Data to Display option.
3. Under Select Data to Display select Metric Data. The Metric Selection dialog box opens. 4. Click Select Metric. The Metric Selection dialog box opens.

5. Select the demo universe. 6. From the list of available metrics expand Avg of Cost and highlight the yellow filter, None. Do not modify the Time Window.

Creating A Corporate Dashboard

7. Expand Render Style. The Speedometer is selected by default. 8. Click OK. You return to the Content and Layout page. The following speedometer appears on the Content page.

9. Click Apply & Close.

You return to your demo dashboard. Now take a look at the speedometer on your dashboard. The needle points to the value on 12/1/01, $13,832.00 which is in the orange or caution zone. By using your cursor to slide the pointer on the slider below the speedometer, you can view values on different dates. For example, the average of total costs on 1/1/01 is $12,896.00, which lies in the acceptable zone. On the other hand, on 8/1/01, average of total costs was $15,252.00 which was in the red or unacceptable zone.

Creating A Corporate Dashboard

Viewing what you have accomplished Now close the dashboard and return to InfoView to take a look at what you have completed. Expand the Public and the Performance Management folders.

In the Performance Management folder you find the: demo dashboard demo IMT analytic

Creating RULES & ALERTS

Creating Rules & Alerts

What are Rules and Alerts?
A rule is a method of telling Dashboard Manager what to do if a specific condition is met. A rule: is triggered by an event evaluates a condition raises an action if the condition is verified The alerts analytic is a list of alerts that have been created by you or by other dashboard designers. It allows you to view all the alerts that have been created.

Creating Rules & Alerts

The creation of an alert is an action that is executed by the rules engine.

When you create a rule to raise an alert you determine if the scope of the alert is private, available to you alone, or public, that is, available to all is an analytic that informs the user of any major changes that occur in the data.
Rules and alerts automate the process of detecting and interpreting change, and delivering relevant analysis to key individuals or operational systems. You can use rules to track large changes, generate lists, and automate basic procedures like refreshing a report.

The Rules page allows you to create these rules. You can create a new rule and define events, a condition, and actions for the rule, edit and delete an existing rule, duplicate a rule, and execute a rule.

Creating Rules & Alerts

Creating the alerts analytic
The rule that you create in this chapter alerts you if the average unit cost exceeds $275. In order to view this alert you must have the Alerts analytics on your dashboard. First you create the alerts analytic, then you add it to your dashboard, and lastly, you create the rule to raise the alert. You create the alerts analytic from the Create New Analytic page. To access the Create New Analytic page 1. From the InfoView home page click New. A list of new options appears as shown below.

Creating Rules & Alerts

2. Select Analytic from the list. The Create New Analytic page opens in InfoView

Creating Rules & Alerts

By default, the page opens to the Dashboard Analytics page. 3. Click Tools from the menu on the left side of the page. The page changes to display the tools analytics.

Now you can create the alerts analytic. To create the Alerts analytic 1. Click the Alerts analytic. The page changes to display available categories for the alerts.

Creating Rules & Alerts

2. Select the category for the information level of alerts.
3. Under Sort by: Clear Display only private alerts. Select Display alerts with the same title only once. 4. Click OK. The alert is displayed on the page. 5. Click Save As. The Save an analytic page opens. 6. Enter a title, demo alert, and save the alert in the Performance Management folder. 7. Close the alert. The Alerts analytic is added to the available analytics under Performance Management.

Creating Rules & Alerts

To add the alert to your dashboard 1. In InfoView, locate and open your dashboard, demo dashboard. 2. Click Customize. The page changes to display the Content/Layout page. 3. Expand the Corporate Analytics and the Performance Management folders and locate the alert, demo alert, that you just created. 4. Select the demo alert and drag it to your dashboard. As you release your mouse button, the alert appears on the dashboard. 5. Click Apply & Close. The alert analytic appears on your dashboard.

Creating Rules & Alerts

Creating a basic rule
Typically, rules are created from existing templates that have been designed by the metric designer or by the system administrator. In this example you use the Generic rule: on this event, if a condition is met, do actions. The most common types of events to trigger rules are: Schedule Metric refresh Named event (initiated by an event external to Dashboard Manager)

Creating Rules & Alerts

Viewing the available business rules Before you create your first rule, take a look at some of the available business rules. To view business rules 1. In Dashboard Manager, click Rules. The Rules page opens.

Creating Rules & Alerts

2. Highlight a rule.

The description of the rule appears in the lower pane. In each case, there is an event, a condition, and an action. In some cases the rule includes sending feedback.

Creating Rules & Alerts

Adding the new rule You want to create a rule to send an alert if the average unit cost exceeds $275. To create a new rule on the metric 1. On the Rules page under Available Business Rules click Add. 2. The Add Rule dialog box opens.

Creating Rules & Alerts

2. Enter the name for the rule, demo rule.

3. Select Activated.
4. Under Scope, select Public, which allows your alert to be viewed by all users.

5. From the Template List select Generic rule.

The description of the rule appears in the dialog box under Rule description.

At this point you define each of the components of the rule.

Creating Rules & Alerts

Defining the rule components You define the event, the condition, and the action on each rule in a series of dialog boxes. To define the event 1. Click Events.

The Rule triggering events dialog box opens.

2. Under Type of Events, select metric refresh, then click the arrows to move the event to the right part of the dialog box. The Metric Selection dialog box opens. 3. Select demo universe. 4. Under Available metrics, click Avg of Unitcost, then highlight the yellow filter, None.

Creating Rules & Alerts

5. Click the arrow button. Average of Unitcost appears in the Selected metrics side of the dialog box 6. Click OK. You return to the Add Rule dialog box. Now you define the condition.
To define the condition 1. In the Add Rule dialog box click Condition. The Condition Formula Editor opens. The box under Formula is blank. You enter the formula later in this procedure. Under Variables, the metric that you selected is displayed as a variable: metric1 = Average of Unitcost. Under Functions and Operators are a number of folders that contain the functions and operators that you may use in Dashboard Manager.

Creating Rules & Alerts

2. Under Formula, enter the following: METRICVALUE(metric1.ID,0) > 275

3. Click Parse to check the syntax of the formula. A message box appears to tell you that the parsing is OK. Do not enter dates. 4. Click OK in the message box. 5. Click OK in the dialog box. You return to the Add Rule dialog box. The last step is to select the action that you want executed.

Creating Rules & Alerts

To select the action 1. Click Actions. The Rules Actions dialog box opens. 2. Under Action types in the Rules Actions dialog box, select raise an alert. The Alert definition dialog box opens. 3. Complete the Alert definition dialog box 4. Click OK. You return to the Rules Actions dialog box. Under Actions to execute the following appears: create the alert: Unit cost too high. 5. Click OK, then click OK in the Add Rule dialog box. The rule you just created, demo rule, appears in the list of available business rules. Now test the rule

Creating Rules & Alerts

To test the rule 1. Highlight the rule, then click Run. The message box Success appears on your screen.

This message means that your test has run successfully. 2. Click OK.
Note: An alert is sent only when the condition set in the alert is met. It is possible for your test to run successfully without an alert being sent.

Creating Rules & Alerts

Updating metrics and updating the analytic demo imt
For this example you need new data. You update your metrics for Average Unitprice and Average Unitcost. To update your metrics 1. Click Dashboard Manager > Metrics. 2. Under Available Metrics select demo universe. 3. Highlight Avg of Unitcost, then click Purge. The Metric Purge dialog box opens.

Creating Rules & Alerts

4. Select Purge all periods, then click OK. All the data is deleted, or purged, from the metric. 5. Highlight the yellow filter, None under Avg of Unitcost 6. Under Metric history, set the value for Stop metric calculation to: Apr 2002. 7. Click Apply. 8. Click Refresh, then confirm. The data is refreshed. Note the change in the Metric history box. The start date is unchanged, but the last date and the stop date are now set to 4/01/02.

9. Repeat steps 2 to 8 for Avg of Unitprice. You have updated the period of two new metrics. These updated metrics are automatically applied to your IMT, both as a standalone analytic and on the demo dashboard.

Creating Rules & Alerts

Viewing what you have done
Now return to InfoView to take a look at your dashboard. 1. Locate and open the demo dashboard. 2. In the title bar of demo imt click the expand icon. The IMT expands in InfoView 3. Click the Refresh icon. The IMT changes to display the new metrics. 4. Click Save then click the Close icon.

Creating Rules & Alerts

The IMT

Examine the analytic demo imt. Data points have been added to show the average unit cost and average unit price for the additional months. Place your cursor over the last data point for Average of unitcost. The tooltip displays the average unit cost on 4/1/02 as $433.00 which, indeed, does exceed the limit of $275.

Creating Rules & Alerts

The Alert
Now look at the Alerts analytic. You see the alert you created: Unit cost too high.

Click on the alert. The alert opens and you can read the text you entered: The average unit cost exceeds $275.

If the average unit cost had been under $275, the rule would have run without meeting the condition, but you would not have received the alert on the dashboard.

Creating Rules & Alerts

The Speedometer
Scroll down in your dashboard to the speedometer. The speedometer has not changed. When you updated metrics earlier in this lesson, you updated the metrics for average unit cost and average unit price, but you did not update the metric average of cost, which was used in creating the speedometer. Return to Dashboard Manager and update the average of cost metric to April 2002. Remember to refresh the metric after you have purged it. When you return to InfoView, your speedometer looks like this:

Creating A Goal

Adding a Goal
What is Performance Manager?
Performance Manager is the Business Objects application that helps organizations communicate strategy and manage group decisions. Through setting goals and tracking performance in scorecards, people can focus their efforts, collaborate with others, and follow recommended actions to improve organizational performance.

Whats a goal?
A goal is the measurement of the achievement of a given metric. A goal consists of a target value and, optionally, a tolerance zone. A goal is assigned a goal status based on the performance of its associated metric. When the metric actual value over-performs the target value beyond tolerance, then the goal status is green. If the metric actual value falls within the tolerance range, then the goal status is yellow. If the metric actual value under-performs the target value beyond the tolerance, then the goal status is red.

Adding a Goal
Creating the goal
When you create a new goal you set a target and then determine a range in which off-target performance is permitted. This range is called the tolerance zone. You can set either absolute values or percentage values for the upper and lower tolerance levels. You can also choose not to set a tolerance level. You create your goal in three pages of the New Goal dialog box. To start creating the goal 1. In Performance Manager, click Goals Management. The Goals Management page opens.

2. Under Available Goals, select demo universe.

Adding a Goal
3. Click Add. The New Goal dialog box opens to the first page: Name and Metric. On this page you identify the goal. 4. Under Goal Info, enter a name for the goal you are creating: average net sales goal. 5. In the Goal Type box select None. Target types are useful as a sort of filing system when you have many goals, however in this tutorial you do not use goal types. 6. Under Metric Info, click Select a Metric. The Select a Metric dialog box opens. 7. Select Avg of Netsales, then click OK. You return to the New Goal dialog box. 8. Under Goal span, click the calendar icons to select the dates: From: Jan 2000 To: Jan 2001

Adding a Goal
The Name and Metric page looks like this:

9. Click Next. The Auto-fill and Tolerance page of the dialog box opens. On this page you set the numeric parameters of the goal. Remember that your boss wants to see an increase in average net sales of three percent per period with a tolerance level of minus 1%.

Adding a Goal
To set the Auto-Fill and Tolerance parameters: 1. Under Auto-fill, select the method you use to calculate your goal: Period to Period % Change. The dialog box changes slightly to allow you to enter values. 2. Clear Last value is known. 3. For First Value click Use Metric History. The Use Metric history dialog box opens. 4. Next to Use metric values as of, select 1/1/00. 5. Next to Apply percentage, select 100%, then click OK. 6. In the % Change box enter 3, which corresponds to the desired three percent per period increase in average net sales. 7. Under Tolerance, in the Type box, select the Percentage of goal value. The page changes to display two boxes in which you insert the tolerance levels. 8. Enter 0 in the Upper Tolerance box and 1 in the Lower Tolerance box. 9. Click Next. The New Goal dialog box opens to the Edit Values page.

Adding a Goal
Editing values Notice that values have been entered for each of the periods that you are tracking. The default values reflect a 3 percent increase per period starting with the value on 1/1/00. By default, Keep auto-filled values is selected. Do not modify these values. Click Finish. Your goal appears on the right side of the Goals Management page.

Adding a Goal
Saving the goal
To save your goal analytic: 1. Click Save As. The Save an Analytic page opens. 2. Enter title Average net sales. 3. For Refresh, select When opened 4. For Overwrite, select Yes 5. Expand the Public Folders and highlight the Performance Management folder. 6. Click OK. The analytic is saved to the Performance Management folder. Take a few minutes to examine your goal analytic.

Adding a Goal

For the first three months the increase in average net sales was a little over target, but over the four successive months sales were below target. If your president wants to meet her year-end target, she has to take action now!

Adding a Goal
Adding the goal to your dashboard
The last step is to add the goal to the dashboard. To add a goal to a dashboard 1. In InfoView, open the demo dashboard. 2. Click Customize. The Content and Layout page opens. 3. On the left side of the page, under Corporate Analytics, expand the Performance Management folder and locate the analytic average net sales goal.

4. Select this analytic and drag it to the right side of the page. When you release the mouse button the analytic appears on the page. 5. Click Apply & Close. You return to your dashboard.

Adding a Goal
Viewing the company presidents dashboard
You have created a dashboard for your company president. Take a look at what she sees when she logs on to InfoView.

Dashboard Manager and Performance Manager installed, there are no links or buttons available to access Dashboard Manager or the other Performance Management modules. She does have rights to view, however, certain dashboards and analytics in the Performance Management folder.

Adding a Goal
To view the dashboard
1. Expand the Public Folders and click the Performance Management folder. A list of available analytics and dashboards appears in the right pane.

2. Click demo dashboard. The dashboard opens in InfoView. The demo dashboard contains the IMT and speedometer analytics that you created as well as the Alerts analytic and the goal. Note that in the Alerts analytic, none of the alerts has been opened. 3. Click the various alerts and read them.

Adding a Goal
You see both the subject of the alert and the description that you entered as shown here:

Conclusion
You have learned how to:

create metrics
create a dashboard create analytics add analytics to your dashboard create and run a simple rule create a goal on your analytic

References

1. www.businessobjects.com

2. http://www.businessobjects.com/global/flash/products/xi_tour/demo.asp?swfu rl=/global/flash/products/xi_tour/demos/browser/dm_enduser.swf,demotitle=D ashboard%20Manager,presentationtype=standard

THANK YOU