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Procedure documentationWorking with Rating Tables Locate this document in the navigation structure

 

A rating table is a table of traffic light symbols to indicate when threshold values are exceeded. Rating tables contain the data that you can later display in the dashboard.

The diagram type Rating Table has two instances:

  • Static: You specify a drilldown characteristic and get the current value of the rating, according to the threshold values, for each value of the drilldown attribute (e.g. value and rating for sales organization 1000, 2000, 3000).

    The drilldown values are displayed in the rows.

  • Dynamic: As category characteristic, you specify, for example, a time characteristic (e.g. CALDAY), to display the value and rating of the drilldown attribute, e.g. daily.

    The values of the category characteristic are displayed in the rows, the drilldown values are displayed in the columns.

    In a single dynamic rating table, you can also display different key figures that use the same category characteristic. For example, you can display for each day in the last month the sales invoices not posted to FI and the overdue deliveries.

Procedure

To process a static rating table, proceed as follows:

  1. Specify the drilldown attribute, e.g. sales organization.

  2. Create a regular filter that specifies the values of the attribute for which a rating is to be displayed (for example, for the sales organizations 1000, 2000 and 3000 that you want to monitor).

  3. To specify the monitoring period, create a relative filter by clicking Add Filter Element.

    • For throughput key figures, you typically specify a period. To display the throughput for the last 7 days, for the time attribute CALDAY specify the values Low = -7 and High = -1). The system sums the measured values of the period.

      Note Note

      To get meaningful values for throughput key figures, specify a monitoring period.

      End of the note.
    • For backlog key figures specify for the time attribute CALDAY the value Low = -1, to use the current value (from the previous day).

      If you specify a time period for backlog key figures, the system uses the last measurement for the period.

      If you get no measurement, none was made in the specified period (according to the monitor object settings). Extend the period in the fields Low and High.

      Note Note

      If you do not specify the monitoring time for backlog key figures, or do not restrict the monitoring period, all available data is passed. This impacts on runtime performance.

      End of the note.
  4. Optional: To generate a dynamic rating table, proceed as follows:

    1. Specify a category attribute, e.g. the attribute Order Type or the time attribute CALDAY.

    2. Create a filter for the category attribute. To monitor values and rating per sales organization for each of the last seven days, for the time attribute CALDAY create a relative filter, and enter the values Low = -7 and High = -1).

      Note Note

      If you use the time attribute as category attribute, the system uses the last measured value per category value for backlog key figures. If you use the time attribute CALDAY, and two measurements are performed per day, the system uses the second measurement.

      End of the note.
  5. Choose Maintain Rating Threshold Values

    A dialog box appears.

    • In the General Rating area of the screen, you can specify general thresholds for the number of red and yellow rows displayed in the rating table.

      Specify at least one general rating.

    • In the Specific Rating screen area, you can also define individual thresholds for specific drilldown values, such as for individual rating of sales organizations. The specific instance is formed from the combination of the Drilldown Value and Category Value.

      Note Note

      If you do not maintain a value, enter an asterisk (*).

      End of the note.
  6. For each value of the drilldown characteristic, you specify the threshold values for yellow and red signals. Specify at least one pair of threshold values (if less or if greater).

    For throughput figures, both pairs of threshold values are of interest. For backlog and lead time figures, specify at least the if greater threshold values.

  7. Save your entries.