Click Save to display the
6. Click Save to display the
Save As dialog . In the Save As dialog, you can rename the mission statement rather than use the default name. What Are Perspectives? Perspectives are categories in your organization with which to associate initiatives, objectives, and KPIs. A perspective can represent a key stakeholder such as a customer, employee, or shareholderfinancial or a key competency area such as time, cost, or quality. You associate an initiative and objective with a perspective when you create or edit it. See Creating Initiatives and Creating Objectives . You associated a KPI with a perspective when you edit the details of the KPI. See Working with KPI Details . For example, when you create an objective called Improved Client Response Time you might associate it with the Customer perspective as the objective sustains and supports customer-related operations. There are four standard perspectives that are defined by the Balanced Scorecard Methodology: ■ Financial — Groups objectives, initiatives, and KPIs that relate to or support the monetary or economic health and development of your organization. ■ Customer — Groups objectives, initiatives, and KPIs that pertain to or support your client base. ■ Internal Process — Groups objectives, initiatives, and KPIs that categorize and support your corporate internal policies and procedures. ■ Learning and Growth — Groups objectives, initiatives, and KPIs that relate to or support employee training and advancement. In addition, you can create custom perspectives for your scorecard. For information on creating custom perspectives, see Creating Custom Perspectives . Creating Custom Perspectives When you create a scorecard, you specify whether you want to use the default perspectives that are defined by the Balanced Scorecard Methodology using the Use Default Perspectives? check box. If you: ■ Do not use the default perspectives, then you must create your own custom perspectives. ■ Do use the default perspectives, then you can create one or more custom perspectives to use along with the default perspectives. To create custom perspectives: 1. Edit the scorecard for which you want to create a custom perspective. For information, see Opening or Editing Scorecards . 12-10 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition 2. In the Perspectives pane , click the New Perspective toolbar button. The Scorecard editor: Perspective tab is displayed.3. In the Perspective Name field, enter the name of the perspective.
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» Oracle Fusion Middleware Online Documentation Library
» Click Sign In. One of the following pages depending on what has been
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» Navigate to the analysis to edit and click the Edit link. The analysis is displayed in
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» To set the properties of the table or pivot table, click the Table View Properties or
» Click OK. To set the properties of the gauge view, click the Edit Gauge Properties on the
» Specify the appropriate options in the dialog, and click OK.
» In the View for Text Delivery box, select the compound layout to which you Click OK.
» In the Primary Interaction box in the Value area, select Send Master-Detail Click OK. Click OK.
» Click OK. Navigate to the dashboard to edit and click the Edit link.
» Click the Save toolbar button.
» Click the Page Options toolbar button on the dashboard page and select Edit Click OK.
» Click Tools and then select Publish Page to Dashboard. Click OK.
» Click the Page Options toolbar button on the dashboard page and:
» Click OK. Select the named filter and click the Add More Options button. The Click OK.
» When the calculated item or group is complete, click OK.
» Click OK. The prompt is displayed in the
» Create a new dashboard or open an existing dashboard and click the Edit
» Click the Import Formatting toolbar button.
» Click the More link for the agent and select one of the following options:
» Click OK. Click the Subscribe to RSS feed button located to the left of the Clear All
» Click the Create New Action button displayed as the Add New Action button in
» Click the Create Initiative toolbar button or right-click and select Create Click Save.
» Click Save. Oracle Fusion Middleware Online Documentation Library
» If you made any changes, then click Save.
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» Perform a task: Oracle Fusion Middleware Online Documentation Library
» In the Action menu, tap Add to Favorites.
» In the Action menu, tap Run Agent.
» Click the button that is labeled Update or a similar name that indicates that write
» Click OK to close the Preferences dialog.
» Press CTRL+ALT+G to display the Skip to Content link.
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