Dashboard 
The Dashboard component of SAP BusinessObjects Strategy Management provides live role-based dashboards, which allow organizations to monitor critical input and output metrics for a given function, organization, or role. Dashboards help individuals get a quick overview of key organizational metrics, to evaluate how they are performing at various levels within the organization. Dashboards provide the ability to present key information in a concise way so individuals can focus on the most critical items.
For example, a marketing director’s dashboard might include summary information about advertising costs per lead, while a sales manager’s dashboard might include summary information about new opportunities created, deals stuck in the pipeline, and sales performance by region.
Dashboards can be linked to underlying analyses, allowing deeper investigation to isolate and understand the drivers of performance. Dashboards also can be expanded beyond functional groups and made public for everyone to view or kept private to be viewed only by the individual who created it.
Prerequisites
If the administrator has provided Display Advanced Report Settings access to your application group, you can create, edit, rename, and delete the dashboards in your own private sets or in a group set in which you are a member. If you see an Organize button and a Save button, it means that you have permission.
If you have access to the Dashboard component but you do not see the Organize button or Save button, you can review dashboards available to your application group, but you cannot create them.
If an administrator is a member of an application group with access to the Dashboard component and has Display Advanced Report Settings access, then the administrator can also edit, rename, or delete any dashboard, including ones you have created.
If the administrator has also provided Save Public access to your user group, you can save dashboards to the public set for all users to access. When you are saving a dashboard, if you see an option to save it to a public set, it means that you can save the dashboard to a public set, or optionally a group set, or save it for your private use.
Only the administrator and the user who creates and saves the dashboard can edit, rename, or delete that dashboard.
Features
The Dashboard component has these features:
Feature |
What You Need To Know |
|---|---|
Review private, group, and public dashboards |
You can review your own dashboards, or dashboards created for your application group, or public dashboards. Each dashboard can have up to four panels with any combination of Benchmark, Rank Top 10, Horizontal Bar Chart, and Trend Chart reports. The Benchmark analysis displays one of the following:
The Benchmark analysis may also show color-coded alerts when a value is below or above a particular threshold value. The Rank Top 10 panel displays dimension members ranked by a time period. The % of Total column shows the percentage that this dimension member contributed to the total number you are measuring. The Cum. % column shows the percentage this member contributed in relation to a total of 100%. Rows are color-coded based on their % of Total numbers, according to the legend at the bottom of the panel. The Trend Chart panel displays the dimension members over a period of time in a bar chart or line chart format. Each dimension member is a different-colored series on the chart. The Horizontal Bar Chart panel charts the dimension members for a period of time. |
Create your own dashboard |
Each panel shows an Add Panel link so you can add a panel. You can add a Benchmark panel, Rank Top 10 panel, Trend Chart panel, or a Horizontal Bar Chart panel. You can use the same type of analysis in more than one panel. When creating a dashboard, you can set up a link to a report. This enables users reviewing this dashboard to drill down deeper into areas of interest directly from dashboards, to isolate and understand the drivers and constraints of progress against goals. For more information, see Dashboard Development. |
Add a Benchmark panel |
For more information, see Benchmark Panel Development. |
Set alerts in the Benchmark panel |
You can apply thresholds to the first column of data, row-by-row, in the Benchmark report. If the value in the first column meets a low or high threshold, the whole row is colored accordingly. By default, all thresholds are set to a low value of -10 and a high value of 10. Data that meets the low threshold is colored in red and data that meets the high threshold is colored in green. You can specify any combination of low and high thresholds for each row. For more information, see Setting Alerts for a Benchmark Analysis. |
Add a Rank Top 10 panel |
For more information, see Rank Top 10 Panel Development. |
Add a Trend Chart panel |
For more information, see Trend Chart Panel Development. |
Add a Horizontal Bar Chart panel |
For more information, see Horizontal Bar Chart Panel Development. |
Add a secondary Y axis in a charting panel |
It is useful to use different Y-axis scales when charting two disparate measures on the same chart. Trend charts appear with more visual impact and more accurately compare trends between disparate measures. For more information, see Charting a Secondary Y Axis in a Charting Panel. |
Set chart axis maximums, minimums, and decimals |
For more information, see Setting Chart Axis Minimums and Maximums. |
Go to a linked report in the Reports component |
If a panel has a Report link, the Report link takes you to a linked report in the Reports component. |
View a saved dashboard |
The View Dashboard drop-down list shows all the available public, group, and private dashboards. The public dashboards are available to all users. Public sets and dashboards are created by users whose groups have been granted the permission to save dashboards to public sets. The group sets contain dashboards that you or a member of your group created and saved. You can review all dashboards in the group, and you can add and remove dashboards you created for the group. The private sets contain dashboards you create and save. You can create sets as well as dashboards, and edit, rename, or delete these dashboards. These reports are private, which means that only you can display and maintain them. |
Save a dashboard |
If you see a Save button, it means you have access to saving dashboards. When you save a dashboard, you can save it to a private folder. Private dashboards are available only to the user who creates them. You can save it to a group in which you are a member. The group dashboards are available to the users in the group. If the administrator has given your group the permission to save to public sets, you can also save dashboards to public sets. These items are available to all users. For more information, see Dashboard Saving. |
Edit, rename, or delete a dashboard you created |
The strategy management administrator can also edit, rename, or delete your dashboards. |
Edit or delete a dashboard panel |
The strategy management administrator can also edit or delete your dashboard panels. |
Activities
To rename a dashboard you created, click Organize.
To delete a dashboard you created, click Organize.
To delete a dashboard panel you created, click the X in the panel.
To edit a dashboard you created, click Edit.
To view a dashboard, select it from the View Dashboard drop-down list.