Specify how you want cause and effect relationships displayed and then click OK. Click Save to display the
5. Specify how you want cause and effect relationships displayed and then click OK.
6. Click the Cause Effect Map tab: Details tab . 7. Specify a description, assign the business owner, and specify related documents, as appropriate. By default, the business owner is the creator of the scorecard.8. Click Save to display the
Save As dialog . In the Save As dialog, you can rename the cause effect map rather than use the default name. What Are Custom Views? A custom view lets you show a customized view of your business and strategy data. For example, you might present information about objectives and KPIs on a background image of your choice, such as your company logo. You can create custom views 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 custom views, see Creating Custom Views . 12-28 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition Creating Custom Views To create a custom view: 1. Edit the scorecard in which you want to create the custom view. For information, see Opening or Editing Scorecards . 2. In the Scorecard Documents pane , click the New Object toolbar button and select Create Custom View. The Custom View tab: Diagram tab is displayed. 3. Drag objectives and KPIs from the Strategy pane and drop them on the diagram. 4. Specify how you want each objective or KPI to be displayed on the diagram. For each objective or KPI, select it on the diagram and specify whether you want it displayed as: ■ Its full version. To do so, click the Full toolbar button. ■ Its simple version. To do so, click the Simple toolbar button. ■ One of its properties. To do so, click the Property toolbar button and select the property. 5. optional Specify a background image, a background color, or both by clicking the Properties toolbar button to display the Custom View Properties dialog . 6. 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. ■ Zoom in and zoom out of the diagram, use the toolbar buttons on the Scorecard editor: Custom View 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. Scorecarding 12-29 See About Status Overrides and Working with Status Overrides . 7. Click the Custom View tab: Details tab . 8. Specify a description, assign the business owner, and specify related documents, as appropriate. By default, the business owner is the creator of the scorecard.9. Click Save to display the
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