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Procedure documentationSetting a Rating

 

A rating indicates, by using traffic light symbols, if threshold values are exceeded.

You create a general rating for an analytical key figure instance. For the Trend Chart with Rating Line(s) chart type, the panel displays the general rating thresholds as lines in the chart.

To define thresholds for specific drilldown values, such as for a sales organization, create specific ratings. The specific rating is based on a combination of Drilldown Value and Category Value.

You can define value-based rating for specific currencies. Value-based rating allows the end user to see monetary values instead of the default measurement unit.

Procedure

  1. In Setup BPO Dashboards, on the Setup Analytical Key Figure Instance tab, select an analytical key figure instance, and choose Change.

  2. On the Standard Rating tab, in the General Rating screen area, enter the threshold values.

  3. To create a specific rating:

    • In the Specific Rating screen area, choose the Add button.

    • Choose a drilldown value and a category value, and enter the thresholds for the traffic lights.

  4. On the Value-Based Rating tab, you can define ratings for monetary values for specific currencies.

    Note Note

    This tab is only displayed if the key figure supports monetary values (for example, document value).

    End of the note.

    To create a general rating:

    1. In the General Rating screen area, choose the Add button.

    2. Enter the currency and the threshold values.

  5. To create a specific rating for monetary values:

    1. In the Specific Rating screen area, choose the Add button.

    2. Choose a drilldown value and a category value, and enter the thresholds for the traffic lights.

  6. Save your entries.