SAP BusinessObjects Strategy Management |
Startup Requirements |
Required Software and Settings |
Installation and Configuration |
Software Requirements |
Verifying Whether you Need to Have Sun JRE Installed |
Browser Settings |
Enabling ActiveX Controls to Use the Excel Interface |
Specifying How to Check for Newer Versions of Stored Pages |
Application Permissions |
Desktop Settings |
Starting and Exiting from an Application |
Starting the Strategy Management Application |
Starting the Administrator |
Starting Entry and Approval |
Exiting |
Upgrading |
Configuring Application Server on a Windows Client |
Finding the IP Address of the Windows Server |
LSSERVER.INI |
Troubleshooting Windows Client Communications |
Administration |
Administrative Roles and Permissions |
Implementing Your Strategy Management System |
Getting Started with the Sample Data |
Getting Started with Initiatives, Objectives, and the Strategy |
Getting Started with a Full Scorecard Implementation |
Language Preference Setting |
Libraries |
KPI Library Development |
Aspects of a Library-Based Standard KPI |
Implementing KPIs from the Library in Your Scorecard |
Creating a KPI for the Library |
Perspective and Objective Library Development |
Aspects of a Perspective |
Aspects of an Objective |
Implementing Library-Based Perspectives and Objectives |
Creating a Perspective |
Creating an Objective |
Contexts |
Aspects of a Context |
Context Development |
Creating a Context |
Creating a Context Based on an Existing Context |
Context Development Using Templates |
Creating a Template |
Creating a Context from a Template |
Creating a Context from a Template and Applying Customizations |
Creating a Context from a Template Using Dimension Filters |
Objective Selection |
Perspective and Objective Ordering |
Application Group Assignments |
Report and Dashboard Selection |
Perspective and Objective Description Overrides by Context |
System Message Implementation |
Strategy |
Strategy Defaults |
Diagram Manager |
Adding a Goal Diagram |
Controlling the Display of Status Indicators in the Goal Diagram |
Themes Implementation |
Pathways Implementation |
Cause and Effect Implementation |
Scorecards |
Administering a Scorecard |
Scorecard Defaults Selection |
Building a Link Between Users, Context, Model Connection, Model |
Linking a Model Connection to the Context |
Filtering the Scorecard View by Dimension Members |
Actual to Non-Target Value Comparison in the Scorecard Component |
Specifying Additional Actual/Target Columns for Scorecards |
KPI Setting |
Standard KPI Development |
Standard KPIs |
Creating a Standard KPI |
Creating a Standard KPI Based on an Existing Standard KPI |
Creating a Standard KPI Based on a Library-Based KPI |
Methods of Determining Index Values for Standard KPIs |
Types of Targets and the Letter Grade Scoring Method |
Achievement Scores |
Reduction Scores |
Absolute Scores |
Examples of Standard KPIs |
Index KPI Development |
The Index KPI |
Objective Setting |
Perspective Setting |
Scored Context Setting |
Administration |
Relationship Between Users, Application Groups, Model Connection |
Administering Application Groups and Model Connections |
Application Group Development |
Application Groups |
Creating an Application Group |
Example of User Permissions Across Multiple Contexts |
Home Page Configuration |
Model Connection Development |
Model Connections |
Creating a Model Connection |
System Defaults Selection |
Application Defaults Selection |
User Responsibility Updates |
Entry and Approval |
Entry and Approval Roles and Permissions |
Setting Up an Entry and Approval System |
Creating a Model Connection for an Entry and Approval Model |
Creating an Application Group for Entry and Approval |
Setting Entry and Approval Defaults |
Launching Entry and Approval |
Updating Entry and Approval Defaults |
Scheduling |
Scheduling Activities |
Milestone Alert Scheduling |
Objective and KPI Status Alert Scheduling |
Connectors |
GRC Scorecard KPI Administration |
GRC Heat Map Administration |
KPI Development |
Diagram Manager |
Modes |
Auto-Layout Mode |
Design Manually Mode |
Custom Image Mode |
Diagram Development |
Object Selection |
Properties Setting |
Diagram Properties |
Mission and Vision Properties |
Context Properties |
Properties for Perspectives and Objectives |
Properties for KPIs |
Properties for Text Item |
Arrow Properties |
Object Placement and Sizing |
Moving Objects Manually |
Resizing Objects Manually |
Snap to Grid |
Object Alignment |
Text Items |
Arrows |
Adding Arrows |
Updating a Diagram to Reflect New Administrator Settings |
Published Diagrams |
Unpublished Diagrams |
Troubleshooting |
Entry and Approval |
Data Entry |
Data Entry Screen |
Entering Actual Data and Current-Period Target Data |
Data Entry in Excel |
Entering Actual Data and Current-Period Target Data in Excel |
Historical Data Entry |
Entering Historical Data |
Future Target Data Entry |
Entering Future Target Data |
Historical Data Overview |
Alerts and Email Notification Subscriptions |
Data Approval |
Approving or Rejecting Data |
Approval Log |
Entry and Approval Administration |
Administration Process |
Entry and Approval Default Settings |
Setting Entry and Approval Defaults |
Metric Set Development |
Creating Metric Sets and Assigning Users to Workflow Steps |
Maintaining Metric Sets |
PAS Model Loading and Updating |
Loading Data Into a PAS Model |
Home |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Refresh of Comments, Initiatives, and Home Alerts |
Reviewing a Report that is Mailed to You |
Panel Customization |
My Bookmarks |
My Performance Summary |
Working with My Performance Summary |
Mailing a View |
Printing a View |
My Alerts |
Specifying How to Receive Alerts |
Subscribing to Alerts for Initiatives |
Subscribing to Alerts for Objectives |
Subscribing to Alerts for KPIs |
E-mail Alert Notification |
Operational Reviews |
Displaying an Operational Review |
Creating and Maintaining Your Operational Reviews |
Mailing an Unpublished Operational Review |
Mailing a Published Operational Review |
Printing an Unpublished Operational Review |
Printing a Published Operational Review |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Reviewing Comments and Replies |
Filtering Comments |
External Content |
System Message |
Operational Reviews |
Creating an Operational Review |
Capture Mode |
Maintaining Operational Reviews |
Reviewing an Operational Review |
Publishing and Unpublishing Operational Reviews |
Mailing an Operational Review |
Printing an Operational Review |
Strategy |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Comments and Replies |
Reviewing Comments and Replies |
Filtering Comments |
Adding, Editing, and Removing Comments and Replies |
Mailing a Strategy View |
Printing a Strategy View |
E-mail Alert Notification |
Reviewing a Report that is Mailed to You |
Refresh of Comments, Initiatives, and Home Alerts |
Bookmarking a View |
Themes |
Reviewing Details About a Theme's Objectives |
Pathways |
Reviewing Details About a Pathway |
Goal Diagrams |
Reviewing Details About an Objective |
Reviewing Details About a Perspective |
Reviewing Context Details in an Auto-Generated Goal Diagram |
Reviewing Context Details in a Custom Diagram |
Cause & Effect |
Scorecard |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Filtering Comments |
Reviewing Comments and Replies |
Mailing a View |
Printing a View |
Refresh of Comments, Initiatives, and Home Alerts |
E-mail Alert Notification |
Reviewing a Report that is Mailed to You |
Bookmarking a View |
Filters |
Standard Filters |
KPI Filters |
Objective Filters |
Filtering Objectives or KPIs by Dimension Members |
Objectives View |
Objectives |
Example of How an Objective's Status Color is Determined |
Scorecard Overviews View |
Format Selections |
Standard KPI |
Index KPI |
Scorecard Comparison View |
Details Views |
Objective Details |
KPI Details |
Actual vs Target Chart |
Drill Report |
Comparison Chart |
Index KPI Details |
Perspective Details |
Context Details |
Exporting a View to an Excel or Word File |
Initiatives |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Filtering Comments |
Reviewing Comments and Replies |
Mailing a View |
Printing a View |
Reviewing a Report that is Mailed to You |
E-mail Alert Notification |
Refresh of Comments, Initiatives, and Home Alerts |
Bookmarking a View |
Filter Setting |
Initiatives Summary |
Developing Initiatives |
Creating an Initiative |
Reviewing Initiatives |
Schedule Status Determination |
Budget Status Determination |
Detail View |
Developing Milestones and Submilestones |
Reviewing Milestones and Submilestones |
Creating a Milestone or Sub-Milestone for an Initiative |
Prioritization Matrix |
Exporting Initiatives or Milestones and Sub-Milestones |
Dashboard |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Filtering Comments |
Reviewing Comments and Replies |
Mailing a View |
Printing a View |
E-mail Alert Notification |
Reviewing a Report that is Mailed to You |
Refresh of Comments, Initiatives, and Home Alerts |
Bookmarking a View |
Dashboard Development |
Benchmark Panel Development |
Setting Alerts for a Benchmark Analysis |
Trend Chart Panel Development |
Charting a Secondary Y Axis in a Charting Panel |
Setting Chart Axis Minimums and Maximums |
Horizontal Bar Chart Panel Development |
Rank Top 10 Panel Development |
Dimension Member Selection in Select Dialog Boxes |
Dashboard Saving |
Reports (Advanced) |
Standard Features of Most Components |
Context Selection |
Setting Preferences |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Reviewing Comments and Replies |
Filtering Comments |
Mailing a View |
Printing a View |
E-mail Alert Notification |
Reviewing a Report that is Mailed to You |
Refresh of Comments, Initiatives, and Home Alerts |
Bookmarking a View |
Report Creation |
Report Saving |
Organization |
Report Types |
Ranking |
Navigator |
Exceptions |
Contributions |
Trend and Forecast |
Data Adjusting |
Dimension Member Selection in Select Dialog Boxes |
Time Setting |
Time Setting in Reports with a Show Time By List |
Time Setting with Time, Metrics, or Dimensions Across the Report |
Time Setting in Forecast Reports |
Presentation Setting |
Presentation Setting in Ranking |
Layout Selection in Ranking |
Presentation Setting in Navigator |
Layout Selection in Navigator |
Presentation Setting in Exceptions |
Presentation Setting in Contributions |
User-Defined Hierarchy Development |
Creating a User-Defined Hierarchy |
Smoothing and Forecasting Options |
Graph Settings |
Chart Settings |
Dual Axis Trend Charts |
Exporting a View to an Excel or Word File |
Reports (Standard) |
Standard Features of Most Components |
Context Selection |
Context Map |
Setting Preferences |
Comments and Replies |
Adding, Editing, and Removing Comments and Replies |
Reviewing Comments and Replies |
Filtering Comments |
Mailing a View |
Printing a View |
E-mail Alert Notification |
Reviewing a Report that is Mailed to You |
Refresh of Comments, Initiatives, and Home Alerts |
Bookmarking a View |
Time Setting in Reports with a Show Time By List |
Time Setting with Time, Metrics, or Dimensions Across the Report |
Time Setting in Forecast Reports |
Exporting a View to an Excel or Word File |