12-22 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
The Strategy Tree tab: Diagram tab
is displayed, showing the objective and its supporting child objectives and KPIs hierarchically in a diagram.
3.
To:
■
Display options that enable you to work with a node, click the Options button on the right side of the node to display the
Node Options Menu
■
Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse
this data, click the up arrow.
■
Expand or collapse a node, click the plus + or minus - icon beneath the node.
■
Zoom in and out of the diagram, use the toolbar buttons on the Scorecard
editor: Strategy Tree tab .
■
Work with comments:
– Hover the mouse pointer over the Comment button in the upper-right
corner of a node to display the Status window
, where you can read the comments that were previously added, add another comment, or reply to
a comment.
– Click the Options button on the right side of the node to which you want
to add a comment and select Add Comment from the
Node Options Menu
. The New Comment dialog
is displayed, where you can add a comment or read any comments that were previously added.
See About Comments
and Working with Comments
.
■
Work with status overrides on nodes for which you are the business owner:
– Hover the mouse over the red asterisk if available in a node to display
the Status window
, where you can view the overrides that were previously applied or apply another override.
– Click the Options button on the right side of the node to which you want
to apply the status override and select Override Status from the
Node Options Menu
. The Status Override dialog
is displayed, where you apply another override or view any overrides that were previously
applied. See
About Status Overrides and
Working with Status Overrides .
4.
Click the Strategy Tree tab: Details tab
.
5.
Specify a description, assign the business owner, and specify related documents, as appropriate. By default, the business owner is the creator of the scorecard.
6. Click Save to display the
Save As dialog . In the Save As dialog, you can rename
the strategy tree rather than use the default name.
What Are Strategy Maps?
A strategy map shows how the objectives that have been defined for a scorecard and the KPIs that measure their progress are aligned by perspectives. It also indicates cause
and effect relationships between objectives and other objectives or KPIs with connecting lines. You create cause and effect relationships when you create or edit an
objective see
Creating Objectives or work with KPI details see
Working with KPI Details
. You also can create cause and effect relationships in a strategy map.
Scorecarding 12-23
Figure 12–4 shows an example of a strategy map.
Figure 12–4 Example of a Strategy Map
You can create multiple strategy maps to represent the strategy of different areas of your organization.
You can create strategy maps in Edit mode only. For more information about the Edit and View modes, see
Using the Edit and View Modes in the Scorecard Editor .
For information on creating strategy maps, see Creating Strategy Maps
.
Creating Strategy Maps
To create a strategy map :
1. Edit the scorecard in which you want to create the strategy map. For information,
see Opening or Editing Scorecards
.
2. In the
Scorecard Documents pane , click the New Object toolbar button and
select Create Strategy Map.
The Strategy Map tab: Diagram tab
is displayed.
3. Build the map as follows:
■
Add objectives and KPIs that measure their progress by dragging them from the
Strategy pane and dropping them in the diagram as follows:
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– If the objective or KPI is aligned with a specific perspective, then drop it
anywhere in the diagram. It is displayed automatically in the section for the perspective to which the objective or KPI is associated.
You align an objective or KPI with a perspective when you create or edit the objective or KPI. See
Creating Objectives . For more information on
perspectives, see What Are Perspectives?
– If the objective or KPI is not associated with a perspective, then you drop
it in the section for the perspective to which the objective or KPI is to be associated. Note that this does not permanently assign the perspective to
this objective or KPI.
■
optional Add the direct cause and effect objects for the selected node that is, the representation of an objective or KPI to the diagram by right-clicking and
selecting Add Related Strategy Nodes.
■
Add cause and effect relationships, as needed.
To add a cause and effect relationship, click the Draw A Casual Linkage Between Two Objectives
button on the Scorecard editor: Strategy Map tab
toolbar, select one of the nodes, and then select the second node. A line connecting the nodes is displayed.
If you want to delete a node from the map, then right-click the node and select Remove From Diagram
.
4.
To:
■
Display options that enable you to work with a node, click the Options button on the right side of the node to display the
Node Options Menu .
■
Edit a causal linkage, right-click the linkage line and select Edit Causal Linkage
. The Causal Linkage dialog
is displayed.
■
Delete a causal linkage, right-click the linkage line and select Delete Causal Linkage
.
■
Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the representation. To
collapse this data, click the up arrow.
■
Zoom in and out of the diagram, use the toolbar buttons on the Scorecard
editor: Strategy Map tab .
■
Work with comments:
– Hover the mouse pointer over the Comment button in the upper-right
corner of a node to display the Status window
, where you can read the comments that were previously added, add another comment, or reply to
a comment.
– Click the Options button on the right side of the node to which you want
to add a comment and select Add Comment from the
Node Options Menu
. The New Comment dialog
is displayed, where you can add a comment or read any comments that were previously added.
See About Comments
and Working with Comments
.
■
Work with status overrides on nodes for which you are the business owner:
– Hover the mouse over the red asterisk if available in a node to display
the Status window
, where you can view the overrides that were previously applied or apply another override.
Scorecarding 12-25
– Click the Options button on the right side of the node to which you want
to apply the status override and select Override Status from the
Node Options Menu
. The Status Override dialog
is displayed, where you apply another override or view any overrides that were previously
applied. See
About Status Overrides and
Working with Status Overrides .
5.
Click the Strategy Map tab: Details tab
.
6.
Specify a description, assign the business owner, and specify related documents, as appropriate. By default, the business owner is the creator of the scorecard.
7. Click Save to display the