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Implementing strategy tree
 

Implementing strategy tree

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    Implementing strategy tree Implementing strategy tree Document Transcript

    • OBIEE11g “Master Notes” Hands-On guide for “Mastering in OBIEE11g Strategy Tree” BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete “OBIEE11g Beginner’s Series” build on Sample OBIEE reports and Dashboard. Download our collection of “Beginner’s Series” for Oracle BI, Informatica, Data Stage product suite. There are 100s of case studies are available in our blog/site for free access for learners. Te below document focuses on implementing KPI and strategy tre. Join our professional training program to learn from the experts. History: Version Description Change Author Publish Date 0.1 Initial Draft Kuldeep Mishra 1st Jul 2012 0.1 1st Review Amit Sharma 5th Jul 2012www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Table of Contents i) Introduction a) Steps to Create Strategy Tree. b) Target Dashboard• Creating KPIs and Assigning KPIs to objectives o Average Revenue Per FTE o Billed Quantity Again Target Quantity Measure. o Revenue and Target Revenue KPI o Average Order Size o Collect to Bill Ratio• Creating Scorecard o Creating Objective  Improve Financial Result  Increase Sales  Reduce Cost• Creating Strategy Tree• Build Dashboard and Place the Strategy Tree in Dashboard www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Purpose This tutorial covers steps to create OBIEE11G KPIS, OBIEE11G Strategy Tree, OBIEE11g Dashboard, Dashboard Prompts, Filters, Analysis, Charts and Pivots. Finally it shows how to integrate them into a single unit. Time to Complete Approximately 120 min. Overview OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e chart,tabular, pivots, filters etc. Strategy Tree: is a component of a scorecard that shows an objective and its supporting child objectives and KPIs hierarchically in a tree diagram. KPIs : A KPI is a measurement of a particular business process which is compared against specific goals and objectives of an organization. Dashboard : Single user interface to show the complete company stats in common windows. Analysis — Business Users makes adhoc queries to satisfy various business questions by simply drag and drop the objects. Filters/Dashboard Prompts— Enable users to filter the records. It could be based on user inputs. Pivot: Cross Tabular layout of the information. Chart: Graphical view of the business data. Gauge: An alternate way to display info where we need to project data Actual Vs Target. Software and Hardware Requirements The following is a list of software requirements: · Oracle Database 11g · OBIEE11g 11.1.1.5www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Introduction: Strategy Tree is a component of a scorecard that shows an objective and its supporting child objectives and KPIs hierarchically in a tree diagram. Oracle Scorecard and Strategy Management. A performance management tool that lets you describe and communicate your business strategy. You can drive and assess your corporate strategy and performance from the top of your organization down, or from the bottom up. A strategy tree shows an objective and its supporting child objectives and KPIs hierarchically. It also provides supportinginformation for the objective, such as business owner and related documents.A strategy tree lets you easily explore and navigate:• The strategy for an entire scorecard (that is, the root objective) for example, ABC Corporation• The strategy for an individual objective, for example, Decrease Support Turnaround.  Create objectives  Assign KPIs to objectives  Create Strategy Hierarchy  Define Relationships between Objectives/KPIs Dashboard:- Create a Seasonality Dashboard .Below is the dashboard look of the report.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Creating KPIs and Assigning KPIs to objectives KPI#1 Average Revenue Per FTE To create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Headcount as Subject Area. After selecting subject area creating KPI General Properties window will display. Here we write in DescriptionThis KPI tracks the Average revenue per FTE , Click Edit ActualValue Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula. ClickOk We see the Column Formula in Actual Value . Click Edit Target Value Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write formula in Column Formula. ClickOk. We see the Column Formula in Target Value. Click Data Format. After Click Data Format. Data Format window will display. Here Treat Numbers AsCurrency, Currency SymbolUsers Preferred Currency, Negativewww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • FormatParentheses(123) , Decimal Places0, CheckUse 1000s Separator.ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compareto prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list. After set all properties of General Properties. ClickDimensionality or ClickNext. After ClickDimensionality. Dimensionality window will display. ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectOffices Hierarchy. ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for. ClickStates or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickStates or ClickNext. States Dimensionality window will display .Here Uncheck define as % of target value, Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Here we see column formula. Now, Again Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Here we see column formulas then ClickRelated Documents or ClickNext . After ClickRelated Documents. Related Documents window will display. Here we ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add related document window will display. Here we show NameStock Option performence , TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl ClickOk. Here we see the related document and again ClickAdd. After ClickAdd. Add related document window will display. Here we show NameWall Street Journal , TypeLink, Linkhttp://www. WallStreetJournal.com ClickOk. Similarly, Again ClickAdd in Related Document window.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Add related document window will display. Here we show NameHR Website , TypeLink, Linkhttp://www.Oracle.com/PeopleSoft . ClickOk. Here we see the related documents and again ClickAdd. Add related document window will display. Here we show NameSales Analysis Website , TypeCatalog , ClickBrowse. After ClickBrowse. Select an object from the BI Catalog.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. In Add related document window, Catalog/shared/1.Quick demos/_portal/1.1 Simple Demo Dashboard/Brand Analysis. ClickOk. After ClickOk,Here we see the related documents. ClickCustom Attributes or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickCustom Attributes , Custom Attributes window will display. Here we Click Save As.After Click Save As. Save As window will display. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • KPI#2 Billed Quantity Again Target Quantity Measure. To create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Sales as Subject Area. After selecting subject area creating KPI General Properties window will display. Here we write in DescriptionThe KPI tracks the Billed Quantity again the target Quantity measure. Click Edit Actual Value Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula. ClickOk. We see the Column Formula in Actual Value . Click Edit Target Value Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write formula in Column Formula. ClickOk. We see the Column Formula in Target Value. Click Data Format.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Data Format. Data Format window will display. Here Treat Numbers AsNumber, Negative FormatParentheses(123),Decimal Places0, CheckUse 1000s Separator. ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compareto prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from drop down list. After set all properties of General Properties. ClickDimensionality or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickDimensionality. Dimensionality window will display. ClickAdd. After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectProduct Hierarchy. ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelesOffices Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectCust Segments Hier. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk , We see Dimensions and Values within Define KPI value for. ClickStates or ClickNext. After ClickStates or ClickNext. States Dimensionality window will display. Here we ClickIcon. After ClickIcon , Graphics window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk then again ClickIcon. After ClickIcon , Graphics window will display. ClickOk. After ClickOk then again ClickIcon.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickIcon , Graphics window will display. ClickOk. After ClickOk. We see the changes and Uncheckdefine as % of target value, Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Here we see column formula. Now, Again Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Here we see column formulas then ClickRelated Documents or ClickNext . After ClickRelated Documents. Related Documents window will display. Here we ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add related document window will display. Here we show NameVisit End Inc Sales portal, TypeLink, Linkhttp://www.oracle.com/bi ClickOk. Here we see the related documents and again ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add related document window will display. Here we show NameOrder Status , TypeCatalog, Catalog/Shared/3.Analysis and Dashboard/Query Elements/Selection Steps/Attribute Columns/Order Status Calculated Sum ClickOk. Here we see the related documents and ClickCustom Attributes.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickCustom Attributes , Custom Attributes window will display. Here we Click Save As After Click Save As. Save As window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. KPI#3 Revenue and Target Revenue KPIStep 3:-To create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Sales as Subject Area. After selecting subject area creating KPI General Properties window will display. Here we Click Edit Actual Value Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula. We see the Column Formula in Actual Value . Click Edit Target Value Formula. After Click Edit Actual Value Formula. Edit Formula window will display. Here we write formula in Column Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. We see the Column Formula in Target Value. Click Data Format.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Data Format. Data Format window will display. Here Treat Numbers AsCurrency, Currency SymbolUsers Preferred Currency, NegativeFormatParentheses(123) , Decimal Places0, CheckUse 1000s Separator ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compareto prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list. After set all properties of General Properties. ClickDimensionality or ClickNext. After ClickDimensionality. Dimensionality window will display. ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectProduct Hierarchy. ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectCust Segments Hier.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelesOffices Hierarchy. ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for. Here we Select 2008,2009,2010 values of Time Hierarchy, ClickStates or ClickNext After ClickStates or ClickNext. States window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now, ClickRelated Documents or ClickNext. Now, ClickRelated Documents or ClickNext. After ClickRelated Documents. Related Documents window will display. Here we ClickAdd. After ClickAdd. Add related document window will display. Here we show NameVisit EndInc Finance portal, TypeLink, Linkhttp://www.oracle.com/Biwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Here we see the related documents and again ClickAdd. After ClickAdd. Add related document window will display. Here we show NameView Quarterly Report , TypeLink, Linkhttp://www.oracle.com/ ClickOk. Here we see the related documents and again ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add related document window will display. Here we show NameGet Stock Quote, TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl ClickOk. Here we see the related documents.ClickCustom Attributes.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickCustom Attributes , Custom Attributes window will display. Here we ClickAdd After ClickAdd. We write in LabelYear Ago Revenue and in Formula Click . After Click . Edit Formula window will display and here we write column formula using Ago function.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk. We see Custom Attributes window. Again ClickAdd. After ClickAdd. We write in LabelGrowth $.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • In Formula Click . After Click . Edit Formula window will display and here we write column formula using Ago function. ClickOk. After ClickOk. We see Custom Attributes window. Click Save Aswww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Save As , Save As window will display. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • KPI#4 Average Order Size : To create KPI login into Analytics and go to right paneClickNew and select KPI and SelectSample Sales as Subject Area. After selecting subject area creating KPI General Properties window will display Here we Click Edit Actual Value Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • We see the Column Formula in Actual Value . Click Edit Target Value Formula. After Click Edit Actual Value Formula. Edit Formula window will display. Here we write formula in Column Formula. ClickOk. We see the Column Formula in Target Value. Click Data Format.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click Data Format. Data Format window will display. Here Treat Numbers AsCurrency, Currency SymbolUsers Preferred Currency, NegativeFormatParentheses(123) , Decimal Places0, CheckUse 1000s Separator ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compareto prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from drop down list. After set all properties of General Properties. ClickDimensionality or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickDimensionality. Dimensionality window will display. ClickAdd. After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectProduct Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectCust Region Hier. ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.ClickStates or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickStates or ClickNext. States window will display. Here Uncheckdefine as % of target value, Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula. ClickOk. Here we see column formula. Now, Again Click Thresholds.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Here we see column formulas then ClickRelated Documents or ClickNext . After ClickRelated Documents or ClickNext. We see Related Document window is displayed.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Here we see Add a related document. ClickOk. Here we see the related documents.ClickCustom Attributes.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickCustom Attributes , Custom Attributes window will display . Click Save As After Click Save As , Save As window will display. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • KPI#5: Collect to Bill RatioTo create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Sales as Subject Area. After selecting subject area creating KPI General Properties window will display Here we Click Edit Actual Value Formula. After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Column Formula in Column Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. We see the Column Formula in Actual Value . Click Edit Target Value Formula. After Click Edit Actual Value Formula. Edit Formula window will display. Here we write formula in Column Formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. We see the Column Formula in Target Value. Click Data Format. After Click Data Format. Data Format window will display. Here Treat Numbers AsPercentage, Negative FormatParentheses(123), Decimal Places2, CheckUse 1000s Separator.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After set all properties of data format , we see data format. CheckEnable trending ,Compare to prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from dropdown list. After set all properties of General Properties. ClickDimensionality or ClickNext. After ClickDimensionality. Dimensionality window will display. ClickAdd.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy. ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectOffice Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectOffice Hierarchy. ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.ClickStates or ClickNext.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickStates or ClickNext. States window will display. Here Uncheckdefine as % of target value and Click Thresholds. After Click Thresholds. Edit Formula window will display. Here we write column formula.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Now, Again Click Thresholds in States window. After Click Thresholds. Edit Formula window will display. Here we write column formula. Here we see column formulas then ClickRelated Documents or ClickNext .www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickRelated Documents or ClickNext. We see Related Document window is displayed. Then ClickAdd. After ClickAdd. Here we see Add a related document window. In Add a related documentName Visit Sales Website , TypeCatalog ,ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select an object from the BI Catalog window will display. Here we Select Chart Legends from the location /Shared Folders/3.Analysis and Dashboards/Report Views/ Charts/Chart Legends. ClickOk. After ClickOk. We see in Catalog. ClickOk. Here we see the related documents. Then ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickAdd. Here we see Add a related document window. In Add a related documentName Go to Fusion A/P , TypeLink ,Linkhttp://www.oracle.com/bi ClickOk. Here we see the related documents.ClickCustom Attributes.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickCustom Attributes , Custom Attributes window will display . Click Save As After Click Save As , Save As window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk.Step 6:- Creating ScorecardNow we create Strategy Tree using above KPIs. ClickNew then ClickScorecardwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • 1) After Click on Scorecard New Scorecard window will display. Here we set dashboard NameMy Dashboard , Location/Shared Folder/ Performance Management1. ClickOk. After ClickOk, We see My Scorecard window. Creating Objectivewww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Here we Right ClickMy Scorecard and SelectCreate Objective 3) After SelectedCreate Objective, New Objective window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Improve Financial ResultHere we write the name of New Objective and also show Description if we want and then Select PerspectiveFinancial ,Assessment FormulaWeighted, Indicator TypeLagging. Click New Row in Actions. After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials dashboard.ClickOk.After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectOk ,ClickCreate New Action andSelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content ForAction window will display. Here we Select Financials dashboard. ClickOk. After ClickOk, We see Add New Action window. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard. ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Add New Action window will display. Here we ClickBrowse. After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard. ClickOk. 4) Now, we see these Action Link in Action window..www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • 5)Now Click New Row in Related Documents. After Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse , Select an Object From the BI Catalog window will display. Here we SelectConverted Revenue from the Location /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Product Details/Converted Revenue. ClickOk.After ClickOk, we see New Related Document window.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk ,we see the related document in related document pane. Similarly , again and again Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse and Select an Object From the BI Catalog. In below table we see the BI Content name and its Location.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Name Location Daily Revenue /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand Timeline Analysis/Daily Revenue Timeline Order Details /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Order Details Target Completion /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Product Details/Target Completion Trending Analysis /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand Analysis/Trending Analysis Now, Click Save. We see the Improve Financial Result under My Scorecard within the Strategy pane. Here we Right Click Improve Financial Result and SelectCreate Objective.Increase SalesAfter SelectedCreate Objective, New Objective window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • 1) Here we write the name of New Objective and also show Description if we want and then Select PerspectiveFinancial ,Assessment FormulaWeighted, Indicator TypeLagging. Click New Row in Actions. 2)After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials dashboard. ClickOk.After ClickOk, We see Add New Action window.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard. ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Brand Analysis dashboard. ClickOk. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboardwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Now, we see this Action Link in Action window then Again Click New Row inActions. After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse. After ClickBrowse. Select BI Content For Action window will display. Here we Select Product Details dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextProduct Analysis . ClickOk. Now, we see this Action Link in Action window then Again Click New Row in Actions.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click New Row in Actions. SelectOK ,ClickCreate New Action and SelectInvoke an HTTP Request. Add New Action window will display. Here we write inURLhttp://www.oracle.com/PeopleSoftwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link Text Nominate Top Reps for Golgen Circle. ClickOk. Now, we see this Action Link in Action window then Again Click New Row in Actions.After Click New Row in Actions. SelectOK ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials dashboard. ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectOK ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we SelectTop Customers Bookings dashboard. ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextTop Customers Bookings.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials dashboard. ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextFinancial Analysis Dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk.Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse. After ClickBrowse. Select BI Content For Action window will display. Here we Select Revenue Demographics.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextRevenue Demographics. ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse. After ClickBrowse. Select BI Content For Action window will display. Here we Select Other Details.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextRegional Analysis. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we write in URLhttp://www.oracle.com/PeopleSoft ClickOk. After ClickOk , we see the Action Link window here we see selected ActionInvoke an HTTP Request and in Link TextAdjust Forecast. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now, we see this Action Link in Action window. 3) Now go to left side Catalog pane and SelectRevenue Kpi and drag it from Catalog and drop it into Objectives & KPIs pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After we drag Revenue Kpi from Catalog to Objective & KPIs. Add KPI window will display.Here we can set its properties and write in Label. ClickOk. After ClickOk, We see Revenue Kpi in Objectives & KPIs.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now again go to left side Catalog pane and SelectAverage Revenue per FTE and drag it from Catalog and drop it into Objectives & KPIs pane. After we drag Average Revenue per FTE from Catalog to Objective & KPIs. Add KPI window will display.Here we can set its properties and write in Label.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, we see the Warning MessageA new child has been added whose weight is initially set to zero. Please assign weight to the newly added child and rebalance the other weights accordingly. ClickOk. After ClickOk, We see Average Revenue per FTE in Objectives & KPIs and also set its weight according to previous Kpi. Now again go to left side Catalog pane and SelectBilled Qty and drag it from Catalog and drop it into Objectives & KPIs pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After we drag Billed Qty from Catalog to Objective & KPIs. Add KPI window will display.Here we can set its properties and write in Label. ClickOk. After ClickOk, we see the Warning MessageA new child has been added whose weight is initially set to zero. Please assign weight to the newly added child and rebalance the other weights accordingly.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, We see Billed Qty in Objectives & KPIs and also set its weight according to previous Kpi and Click Scorecard Settings . 4) After Click Scorecard Settings . Settings window will display Here we Click Image.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click OK Icon. Replace Icon window will display. Here we Select OK Icon. ClickOk. Again go to Settings window. Here we Click Warning Icon and Click Critical Icon and then go to Replace Icon window and Here we Select Warning Icon and Select Critical Icon respectively. ClickOk. After ClickOk, We see the changes in Settings window.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. 5) After ClickOk, We see the changes in Status within Objectives & KPIs and also Click New Row in Related Documents. After Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse , Select an Object From the BI Catalog window will display. Here we SelectConverted Revenue from the Location /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Product Details/Converted Revenue ClickOk. After ClickOk, we see New Related Document window. After ClickOk ,we see the related document in related document pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Similarly , again and again Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse and Select an Object From the BI Catalog. In below table we see the BI Content name and its Location. Name Location Daily Revenue /Shared Folders/1. Quick Demos/Simple Timeline DemoDashboard/Brand Analysis/Daily Revenue Timeline Top Customers /Shared Folders/1. Quick Demos/Simple Bookings DemoDashboard/Brand Analysis/Top Customers Bookings Trending Analysis /Shared Folders/1. Quick Demos/Simplewww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • DemoDashboard/Brand Analysis/Trending Analysis After add the document in related documents. Step 8:-Now, Click Save. Here we Right Click on Improve Financial Result andSelectCreate Objective.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Reduce CostAfter SelectedCreate Objective, New Objective window will display. 1) Here we write the name of New Objective as Reduce Cost and also show Description if wewantand then Select PerspectiveInternal Process ,Assessment FormulaWeighted, Indicator TypeLeading. Click New Row in Actions. After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and SelectNavigate to BI Content.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we SelectOrder Details. ClickOk. After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextTOP Spenders.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk.Now, we see this Action Link in Action window then Click New Row in Actions. After Click New Row in Actions. SelectOk ,ClickCreate New Action andSelectNavigate to BI Content.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Add New Action window will display. Here we ClickBrowse. After ClickBrowse. Select BI Content For Action window will display. Here we Select Converted Revenue. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk, We see Add New Action window. ClickOk. After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextTOP Spenders. ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and SelectNavigate to BI Content. Add New Action window will display. Here we ClickBrowse.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickBrowse. Select BI Content For Action window will display. Here we Select Financials . ClickOk. After ClickOk, We see Add New Action window. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI Content and in Link TextTop & Bottom Spenders. ClickOk. Now, we see this Action Link in Action window. 2) Now go to left side Catalog pane and SelectAvg Order Size and drag it from Catalog and drop it into Objectives & KPIs pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After we drag Avg Order Size from Catalog to Objective & KPIs. Add KPI window will display.Here we can set its properties and write in Label. ClickOk. After ClickOk, We see Avg Order Size in Objectives & KPIs.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now again go to left side Catalog pane and SelectCollect to Bill Ratio and drag it from Catalog and drop it into Objectives & KPIs pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After we drag Collect to Bill Ratio from Catalog to Objective & KPIs. Add KPI window will display.Here we can set its properties and write in Label. ClickOk. After ClickOk, we see the Warning MessageA new child has been added whose weight is initially set to zero. Please assign weight to the newly added child and rebalance the other weights accordingly.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, We see Collect to Bill Ratio in Objectives & KPIs and also set its weight according to previous Kpi . 3)Now Click New Row in Related Documents.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse. After ClickBrowse , Select an Object From the BI Catalog window will display. Here we SelectTarget Completion from the Location /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Product Details/Target Completion.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. After ClickOk, we see New Related Document window. ClickOk. After ClickOk ,we see the related document in related document pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Similarly , again and again Click New Row in Related Documents. New Related Document window will display. Here we select TypeBI Content , then ClickBrowse and Select an Object From the BI Catalog. In below table we see the BI Content name and its Location. Name Location Order Details /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Order Details Trending Analysis /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand Analysis/Trending Analysis 4) Here we see the Related Documents in related documents pane then Click Save.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Creating Strategy TreeNow, Here we create Strategy Tree. Click and SelectCreate Strategy Tree. After SelectedCreate Strategy Tree , We see strategy tree in below image.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Step 10:- Now,Click Scorecard Settings .Settings window will display. Here we SelectFirst Row of dimension settings and then Click Edit Row . Edit Dimension Settings window will display. Here we write in LabelRegion Hierarchy.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. In Settings window, Here we see the changes in first row and then SelectSecond Row of dimension settings and then Click Edit Row . Edit Dimension Settings window will display. Here we write in LabelCustomers Hierarchy. ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • In Settings window, Here we see the changes in second row and then SelectThird Row of dimension settings and then Click Edit Row . Edit Dimension Settings window will display. Here we write in LabelOffice Hierarchy. ClickOk. In Settings window, Here we see the changes in third row and then SelectFourth Row of dimension settings and then Click Edit Row .www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Edit Dimension Settings window will display. Here we write in LabelProduct Hierarchy. ClickOk. In Settings window, Here we see the changes in fourth row and then SelectFifth Row of dimension settings and then Click Edit Row .www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Edit Dimension Settings window will display. Here we write in LabelProduct Hierarchy. ClickOk. In Settings window, Here we see the changes in fifth row and then SelectSixth Row of dimension settings and then Click Edit Rowwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Edit Dimension Settings window will display. Here we write in UncheckPrompted ,Prompted By"A - Sample Sales".Offices.Offices Hierarchy. ClickOk. In Settings window, Here we see the changes in sixth row and then SelectSeventh Row of dimension settings and then Click Edit Rowwww.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Edit Dimension Settings window will display. Here we write in UncheckPrompted ,Prompted By "A - Sample Sales".Time.Time Hierarchy. ClickOk. In Settings window, Here we see the changes in sixth row and ClickOk.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After ClickOk, we see below image. Click Save As. After Click Save As, Save As window will display.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. Step 11:- Now, we create Strategy Tree dashboard. ClickNew and SelectDashboard or directly go to Dashboard option in Analysis and Interactive Reporting.Placing the Strategy Tree in Dashboard 1) New Dashboard window will open and here we set the properties like NameSimple Dashboard ,Location/Shared Folder / 0.Overview/Dashboards ,ContentAdd content now.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. 2)After ClickOk ,We see dashboard page ,her e in dashboard page we see dashboard objects, Catalog, Add dashboard page , Delete dashboard page, Preview ,Run , Dashboard properties. 3) Click Dashboard Properties.4)After ClickDashboard Properties ,the dashboard properties window will display. Here we see the properties like Rename, Edit ,Delete etc.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • 5)Select the Page1 row ClickRename option, After ClickRename the Rename window will display ,Here we write the Name Strategy Tree . ClickOk. We see the dashboard name in Page1 row.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • ClickOk. 6) After ClickOk , we see the dashboard name in the dashboard page. Here we drag Column and Section Dashboard Objects, from left side of Dashboard Objects pane and drop in to right side pane.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • Now we drag and drop Strategy Tree in section within column from Catalog left side pane. After drag and drop Strategy Tree in section Dimension Pinnings window will display. ClickOk. 7) ClickSection Properties and SelectFormat Section.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • After SelectedFormat Section. Section Properties window will display. Here we set its properties like Border(Position)None , Indent(Left Padding)0 , Right Padding0 , Top Padding0 , Right Padding0. ClickOk. 8)Now, Click Save and then Click Run.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com
    • 9) After Click Run ,We see the Strategy Tree dashboard.www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com