If you made any changes, then click Save.

12-30 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition ■ Run actions that are associated with the KPI, using the action links in the Actions area of the Analytics pane. ■ Associate the KPI with a perspective, using the Perspective field in the Analytics pane. ■ Specify the indicator type, using the Indicator Type field in the Analytics pane. ■ View, add, or reply to comments, using the Collaboration pane. For more information on comments, see About Comments . ■ View documents that provide supporting information to the KPI, using the Related Documents area in the Collaboration pane. ■ Identify objectives that cause or effect the KPI, using the Related Items pane .

4. If you made any changes, then click Save.

Opening Scorecard Objects To open a scorecard object: 1. Open or edit the scorecard that contains the object. For information, see Opening or Editing Scorecards . 2. To open: ■ An objective, double-click it in the in the Strategy pane . Scorecard editor: Objective Details tab is displayed. ■ An initiative, double-click it in the Initiatives pane . The Scorecard editor: Initiative Details tab is displayed. ■ A view for example, a Strategy Map, a mission, a vision, or a KPI watchlist, double-click it in the Scorecard Documents pane . Depending on the object you double-clicked, one of the following tabs is displayed: – Scorecard editor: Cause Effect Map tab – Scorecard editor: Custom View tab – Scorecard editor: Strategy Map tab – Scorecard editor: Strategy Tree tab – Scorecard editor: KPI Watchlist tab – Scorecard editor: Mission tab – Scorecard editor: Vision tab ■ A perspective, double-click it in the Perspectives pane . The Scorecard editor: Perspective tab is displayed. ■ A KPI double-click it in the: – Strategy pane or the Initiatives pane . The Scorecard editor: KPI Details tab is displayed. – Catalog pane for Scorecard . The Scorecard editor: KPI tab is displayed. Alternatively, you can select the object and click the Open button on the tab toolbar or right-click the initiative or objective and select the Open option. Scorecarding 12-31 Viewing Overview Information You can view summary information for initiatives, objectives, or KPIs. To view overview information: 1. Open or edit the scorecard. For information, see Opening or Editing Scorecards . The Scorecard editor: Overview tab is displayed. It shows summary information for the root objective, which represents the entity that you are scorecarding, that is, the entire organization or a department. 2. To show summary information for: ■ A KPI, in the Initiatives pane or in the Strategy pane , click the KPI. ■ An initiative, in the Initiatives pane , click the initiative. ■ An objective, in the Strategy pane , click the objective. Editing Scorecard Objects You can edit scorecard objects in the Scorecard editor . You also can edit scorecard objects from the Catalog page . For information, see Managing Objects in the Oracle BI Presentation Catalog . To edit a scorecard object in the Scorecard editor: 1. Edit the scorecard that contains the scorecard object that you want to edit. For information, see Opening or Editing Scorecards . 2. Double-click the object. For example, to edit an objective, double-click it in the Strategy pane , or, to edit a strategy map, double-click it in the Scorecard Documents pane . Note, for a strategy tree, you can edit only the details of a strategy tree, not the diagram. 3. Make your changes.

4. Click Save.