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.
Deleting Scorecard Objects
You can delete scorecard objects from the Scorecard editor
. You also can delete scorecard objects from the
Catalog page . For information, see
Managing Objects in the Oracle BI Presentation Catalog .
To delete a scorecard object from the Scorecard editor: 1.
Edit the scorecard that contains the scorecard object that you want to delete. For information, see
Opening or Editing Scorecards .
Caution: Before deleting an initiative, ensure that it has been
completed or is no longer required to achieve an objective. Before deleting an objective, examine any child objectives or other objectives
with which it is linked to ensure that its removal does not negatively impact these objectives.
12-32 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
2. Right-click the object and select Delete. For example, to delete a Strategy Map,
right-click it in the Scorecard Documents pane
and select Delete. 3.
In the confirmation dialog, confirm that you want to delete the object.
Adding Scorecard Objects to Dashboards
You can add the following scorecard objects to dashboards:
■
Cause effect maps. See What Are Cause Effect Maps?
■
Custom views. See What Are Custom Views?
■
Strategy maps. See What Are Strategy Maps?
■
Strategy trees. See What Are Strategy Trees?
■
KPI watchlists. See What Are KPI Watchlists?
For information on adding a scorecard object to a dashboard, see Adding Content to
Dashboards .
About Status Overrides
You can override the statuses of initiatives, objectives, or KPIs that measure the performance of initiatives and objectives. To override a status, you must be the
business owner of the initiative, objective, or KPI. You can also cancel an override.
You can work with status overrides in many places in a scorecard. For example, you can apply a status override to an objective in the
Scorecard editor: Objective Details tab
. You can also apply a status override to an objective in a view, KPI watchlist, or perspective in which its referenced.
A status override is associated with:
■
An initiative, objective, or KPI that measures the progress of an initiative and objective.
When an initiative, objective, or KPI that has a status override associated with it is referenced elsewhere in a scorecard, and the point of view being displayed
matches that of the status override, a status override indicator — a red asterisk — is displayed as follows:
– In an
Initiatives KPIs table, Objectives KPIs table, Objectives, Initiatives KPIs table, New KPI Watchlist table, and Breakdown table
, it is displayed to the right of the status symbol in the row containing the initiative, objective,
or KPI.
– In a node in the Diagram tab of a view, it is displayed to the right of the status
symbol in the lower-left corner of the node.
■
The status column of an objective, initiative, or KPI.
■
A specific point of view.
Note: Before you can work with status overrides, your administrator
must enable this feature. For more information, see Configuring the Repository for Oracle Scorecard and Strategy Management in Oracle
Fusion Middleware Metadata Repository Builders Guide for Oracle Business Intelligence Enterprise Edition
Scorecarding 12-33
Status overrides are filtered by the values in the point of view area in the Scorecard editor
that are currently in effect for the object being viewed. As a result, the status override for Eastern Region Sales can be different than the status
override for Western Region Sales. For more information on the point of view, see About the Point of View Area
.
■
Any dimension pinnings on the KPI. Status overrides are filtered by any other dimension pinnings which are in effect
on a KPI, scorecard, scorecard diagram, dashboard prompt, or KPI Watchlist. For how to work with status overrides, see
Working with Status Overrides .
Working with Status Overrides
You can work with status overrides in many places in a scorecard, including in the:
■
Analytics pane of the
Scorecard editor: Initiative Details tab and the
Scorecard editor: Objective Details tab
. See
Working with Status Overrides in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown tab
.
■
Details tab of a view. See
Working with Status Overrides in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown tab
.
■
Diagram tab of a view. See
Working with Status Overrides in the Diagram Tab of a View
■
KPI Watchlist editor: Performance tab .
See Working with Status Overrides in the Analytics Pane, Performance Pane,
Details Tab, Perspective Tab, or Breakdown tab .
■
Scorecard editor: Perspective tab .
See Working with Status Overrides in the Analytics Pane, Performance Pane,
Details Tab, Perspective Tab, or Breakdown tab .
■
Scorecard editor: Breakdown tab .
See Working with Status Overrides in the Analytics Pane, Performance Pane,
Details Tab, Perspective Tab, or Breakdown tab .
As you work with status overrides, remember that a status override is associated with a specific point of view. For more information on the point of view, see
About the Point of View Area
. For more information about status overrides, see
About Status Overrides .
Working with Status Overrides in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown tab
You can work with status overrides in the:
■
Analytics pane of the
Scorecard editor: Initiative Details tab and the
Scorecard editor: Objective Details tab
, where you can view status overrides and override cancellations that were previously applied, and apply new overrides and override
cancellations to the initiatives or objectives, and KPIs that support and measure the performance of a particular initiative or objective.
12-34 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
■
In the Details tab of a view, where you can view status overrides and override cancellations that were previously applied, and apply status overrides and
override cancellations to initiatives, objectives, and KPIs displayed in the view.
■
KPI Watchlist editor: Performance tab , where you can view status overrides and
override cancellations that were previously applied, and apply new overrides and override cancellations to the KPIs in the watchlist.
■
Scorecard editor: Perspective tab , where you can view status overrides and
override cancellations that were previously applied, and apply status overrides and override cancellations to initiatives, objectives, and KPIs associated with a
perspective.
■
Scorecard editor: Breakdown tab , where you can view status overrides and
override cancellations that were previously applied, and apply status overrides and override cancellations to initiatives, objectives, and KPIs that are listed in the
Breakdown table
To work with status overrides in the Analytics pane, Performance pane, the Details tab, Perspective tab, or Breakdown tab:
1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2.
Open the object in which you want to work with status overrides and navigate to the appropriate pane or tab. For how to open an object, see
Opening Scorecard Objects
.
3.
Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. For example, you might want to override
the status of a KPI for the Eastern region.
4.
To override a status or to cancel an override:
a.
In the Initiative and KPIs table, Objectives KPIs table, Objectives, Initiatives KPIs table, or New KPI Watchlist table depending on the pane or tab in
which you are working, right-click the Status cell in which you want to override the status or cancel an override and select Override Status. The
Status Override dialog is displayed.
b. Complete the Status Override dialog and click OK.
5.
To view status overrides or override cancellations that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status
symbol.
The Status window
is displayed. From this window, you can:
■
View status overrides or override cancellations that were previously applied.
■
Display the Status Override dialog to apply a new override or to cancel an override by clicking New Override.
■
Pin the window so that it stays open by clicking the Pin button.
Working with Status Overrides in the Diagram Tab of a View
You can work with status overrides in the Diagram tab of a view, where you can view status overrides and override cancellations that were previously applied, and apply
new overrides and override cancellations to objectives and KPIs that are displayed in the view. For example, you can work with status overrides in the
Strategy Tree tab: Diagram tab
.
To work with status overrides in the Diagram tab of a view:
Scorecarding 12-35
1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2.
Open the view in which you want to work with status overrides and navigate to the Diagram tab. For how to open an object, see
Opening Scorecard Objects .
3.
Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. For example, you might want to override
the status of a KPI for the Eastern region.
4.
To apply a new status override:
a. 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.
b. Complete the Status Override dialog and click OK.
5.
To view status overrides that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status symbol.
The Status window
is displayed. From this window, you can:
■
View status overrides that were previously applied.
■
Display the Status Override dialog to apply a new override by clicking New Override
.
■
Pin the window so that it stays open by clicking the Pin button.
Contacting Business Owners
You can send a message to the business owner of a scorecard object. The business owner is the person who is responsible for managing and improving the business
value and performance of a scorecard object. The business owner might or might not be the same as the person who creates the scorecard or creates the KPI. You specify
the business owner of an object when you create it.
You use the Contact Owner button or menu option to contact the business owner. This button is available in many places in a scorecard, for example, in the toolbar of most
tabs, such as the Scorecard editor: Objective Details tab
. Oracle BI EE uses an agent and the delivery devices and profiles that the business
owner specified in the My Account dialog: Delivery Options tab
to determine where to deliver the message for example, e-mail, phone, or pager.
To contact a business owner: 1.
Click the Contact Owner button or menu option. The Contact Owner dialog
is displayed.
2. In the Subject field, enter a the subject of the message.
3. In the Priority field, select the priority of the message.
4. In the Message field, enter the message that you want to send to the business
owner.
5. Click Send.
About Comments
Comments also known as annotations enable you to discuss changes in performance and progress for an initiative, objective, or KPI for a specific set of dimension values
that is, for a specific point of view.
12-36 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
You can add, view, and reply to comments in many places in a scorecard. For example, you can add a comment directly to an objective in the
Scorecard editor: Objective Details tab
. You can also add a comment to an objective in a view, KPI watchlist, or perspective in which its referenced.
A comment is associated with:
■
An initiative, objective, or KPI that measures the progress of an initiative and objective.
When an initiative, objective, or KPI that has a comment associated with it is referenced elsewhere in a scorecard and the point of view being displayed matches
that of the comment, a comment indicator is displayed as follows:
– In an
Initiatives KPIs table, Objectives KPIs table, Objectives, Initiatives KPIs table, New KPI Watchlist table, and Breakdown table
, a blue triangle is displayed in the row containing the initiative, objective, or KPI.
– In a node in the Diagram tab of a view, the Comment button is displayed in
the upper-right corner of the node.
■
A certain column. A comment is normally associated with the Status column of an objective,
initiative, or KPI, unless for KPIs only the comment is added to another column such as Trend or Variance.
■
A specific point of view. Comments are filtered by the values in the point of view area in the
Scorecard editor
that are currently in effect for the object being viewed. As a result, the comment for Eastern Region Sales can be different than the comment for Western
Region Sales. For more information on the point of view, see About the Point of
View Area .
■
Any dimension pinnings on the KPI. Comments are filtered by any other dimension pinnings that are in effect on a
KPI, scorecard, scorecard diagram, dashboard prompt, or KPI Watchlist. For how to work with comments, see
Working with Comments .
Working with Comments
You can work with comments in many places in a scorecard, including in the:
■
Collaboration pane of the
Scorecard editor: Initiative Details tab ,
Scorecard editor: Objective Details tab
, and the Scorecard editor: KPI Details tab
. See
Working with Comments in the Collaboration pane .
■
Analytics pane of the
Scorecard editor: Initiative Details tab and the
Scorecard editor: Objective Details tab
.
Note: Before you can work with comments, your administrator must
enable this feature. For more information, see Configuring the Repository for Oracle Scorecard and Strategy Management in Oracle
Fusion Middleware Metadata Repository Builders Guide for Oracle Business Intelligence Enterprise Edition.
Scorecarding 12-37
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
■
Details tab of a view. See
Working with Comments in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown Tab
.
■
Diagram tab of a view. See
Working with Comments in the Diagram Tab of a View .
■
KPI Watchlist editor: Performance tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab
■
Scorecard editor: Perspective tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
■
Scorecard editor: Breakdown tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
As you work with comments, remember that a comment is associated with a specific point of view. For more information on the point of view, see
About the Point of View Area
. For more information about comments, see
About Comments .
Working with Comments in the Collaboration pane
You can work with comments in the Collaboration pane
of the Scorecard editor:
Initiative Details tab ,
Scorecard editor: Objective Details tab , and
Scorecard editor: KPI Details tab
, where you can view, add, or reply to comments for that particular initiative, objective, or KPI.
To work with comments in the Collaboration pane: 1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2. Open the initiative, objective, or KPI and navigate to the Collaboration pane. For
