Wiki Markup |
---|
{anchor:top} {toc: class=contents} h2. Getting Started {styleclass: Class=topLink} [top|#top] {styleclass} There are three different types of KPI Report available in Yellowfin: |*Spot*|Basic KPI Report that allows you to set up a KPI without displaying any additional information, other than the value itself.| |*Categorical*|KPI Report that splits what's displayed on the tab into categories when viewed as a report. This allows you to display break up the value into categories for further examination.| |*Time*|KPI Report that allows you to show a trend according to time series data, rather than real-time trends. It also allows you to show more detail in the report (like a Categorical KPI).| You will need to create at least one of these before attempting this tutorial. bq. See [KPI Report Tutorial|KPI ReportsKPIレポート] for more information. h2. Creating a KPI Tab {styleclass: Class=topLink} [top|#top] {styleclass} {section} {column: width=30%} *1.* Now that you have created a KPI Report, you can create a KPI Tab. Click on the !dash_add.png! {color:#357CB6}Add Tab{color} link and select the KPI Tab option. This will bring up a blank tab, ready for reports to be added. {column} {column: width=70%} !01.png! {column} {section} {section} {column: width=30%} *2.* As you will have noticed, this tab looks a little different to the other tabs you have worked with so far. The empty scale in the middle will be filled with your KPI Report. {column} {column: width=70%} !02.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *3.* To add a report to the dashboard you will need to search for it in the list of active reports. Type *KPI Tutorial* into the search box and click on !go.gif! to see results. *4.* Add all three of the KPI reports to your tab, you will need to drag them into the KPI Report portlet in the middle. {column} {column: width=70%} !03.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *5.* Your tab should now look like the one pictured. {column} {column: width=70%} !04.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *6.* You have now finished creating your KPI Tab so it's time to Save and Activate it. *7.* Click on the Save Menu and enter *KPI Tab Tutorial* in the Name field. *8.* Type *This tab was created using the Dashboard Tab tutorial* in the Description box. *9.* Click *Activate* to finish. {column} {column: width=70%} !05.png|thumbnail,border=1! {column} {section} h2. Reading and using the KPI Tab {styleclass: Class=topLink} [top|#top] {styleclass} {section} {column: width=30%} Now that you have a finished KPI Tab and Report it's time to learn what it all means. *1.* Click on the !dash_options_over.png! next to the name of the KPI Report. This opens up the menu pictured. *2.* From here you can reorder your KPI Reports (if you have more than one, and if the tab is in Edit mode) by clicking on the *Move Up* and *Move Down* options *3.* You can view the original report by either clicking on the *View Report* option or clicking on the name of the report itself *4.* You can select the *Print* option to generate a hard copy of the report *5.* You can the *Delete* option to remove the report from the tab {column} {column: width=70%} !06.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *6.* You can *Export* the report to various other programs. A list will open when you click on the option, simply choose the program you wish to export to and it will do it for you {column} {column: width=70%} !07.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *7.* Now, remember the conditional formatting alerts you set earlier? They appear to the left of the report title. {column} {column: width=70%} !08.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *8.* The *Trend* field is displayed using a Sparkline Graph. This compares the current version of the KPI report run with the previous version, indicates change and whether it is positive or negative. {color: #C00000}*Note:*{color} the sparkline only appears for the time KPI as this is using historical data. The other KPIs will generate a sparkline when they have run more than once. {column} {column: width=70%} !09.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *9.* The next fields display the *Actual*, which is the current value of the metric, the *Target*, which you set earlier, and the *Variance* between the two. {column} {column: width=70%} !09.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *10.* The *% of Target* is a Bullet Chart that helps visualise performance and lets you compare all metrics on an equal basis. *11.* Finally, the Last Run field tells you when the report was refreshed. *12.* You have now finished with KPI Tabs. {column} {column: width=70%} !09.png|thumbnail,border=1! {column} {section} \\ \\ {horizontalrule} {styleclass: Class=topLink} [top|#top] {styleclass} |
Page Comparison
General
Content
Integrations