Working With PMF Views

In this section:

Reference:

Views in PMF are based on analysis of the metrics contained in PMF. They can also directly focus on any operational data used in PMF and/or related to PMF metrics.

Navigation in PMF views generally uses the following components:

Accessing Views

If you are a consumer, you can access and select different PMF views using the Today panel in the Content section of the Today page. For details, see Working With Scorecards, Filters, and Content.

If you are an analyst, you can access PMF views through panels, such as Analysis and Measures Detail, in the Content section of the Today page. For details, see Working With Scorecards and Content.

Reference: Viewing a PMF Application

The PMF application uses icons in the panel of red/yellow/green stop lights, as well as gauges and charts, to show performance visually.

The following table lists and describes PMF default images and icons. These will vary, depending on how you have configured the PMF indicator sets. For more information, see Look Settings.

Icon

Name

Description

Red stop light

Red stop light

Measurement is below the desired threshold.

Yellow stop light

Yellow stop light

Measurement is in a satisfactory range.

Green stop light

Green stop light

Measurement is in a positive range.

No previous data

No previous data

No measure is present to draw an indicator.

Up arrow

Up arrow

Measurement is closer to the target since the last update.

Down arrow

Down arrow

Measurement is further from the target since the last update.

Flat arrow

Flat arrow

There is no trending change.

Warning metric icon

Metrics below are lower than the desired threshold.

Project icon

Project icon

Projects are aligned with the metric.

Feedback icon

Feedback icon

Feedback has been recorded for the metric.

Task icon

Task icon

Tasks are aligned to that metric.

An administrator can change the default indicator set (the stop lights) using the PMF Settings capability on the Manage page. For more information, see Performance Management Framework Administrator.

Universal Drill-Down Menus

In this section:

The PMF Universal Drill system enables you to drill the same way from charts, grids, and the Strategy Map, and combines all drills seamlessly.

You can click any data visualizer in a chart, or cells in a WebFOCUS Grid gadget, to get a menu appropriate for that kind of data. The following image shows an example of metrics data.

Universal drill

If you right-click an object in the Strategy Map, the Universal Drill opens, and displays the proper items for these objects.

Navigating the Drill System

The following are tips on how to navigate the drill system:

  • The top item on the menu, your default Content for that object, always runs automatically when the menu displays.
  • You can click other items on the drill menu to run them. The Drill window displays the Content and resizes itself to fit the Content you are displaying.
  • You can click the Back button in the Drill menu, or your browser, to step yourself backwards along the path you took.

    When drilling into data in a grid or chart, dimensional breadcrumbs display your drill path, making it easier for you to navigate backward through the drill hierarchy. The following image shows an example of a drill path.

    Drill path
  • If the Content is larger than the available screen size, the browser scroll bars will engage, and let you scroll to see more of the Content. The Drill menu stays open while you do this.
  • To close the Drill menu system, click anywhere outside the menu. The menu closes automatically.
  • To zoom the drill menu window to full screen, click the zoom icon Expand icon in the upper-right corner of the Drill window. To zoom out, click the same icon again.

If you click a drill inside the Universal Drill window, the menus in the drill follow your drill path, as shown in the following image.

Universal drill breadcrumb

For example, if you click 2011/01, the drill menus, shown in the following image, display Dimensional choices, which are what the Measure Detail grid expect.

Universal drill breadcrumb

If you continue to click new drills, new menus, in turn, replace the menus that were there, as appropriate.

For information on how to control the content visible from a drill, see Control Drill Menus for Measures.

Drill-Down Options

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The drill-down options that are available for each hyperlinked item listed under a specific column heading are standardized. For example, all hyperlinked items in the Objective columns of PMF provide the same set of drill-down menu options. The same is true for the other columns. The following topics show the available drill-down options by column heading.

Reference: Perspective Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Perspective column throughout the views in PMF.

Reference: Objective Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Objective column throughout the views in PMF. In some views, these drill-down options are also available in the Caused By and Affects columns.

Reference: Default Measure Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Measure and Measure Series columns throughout the views in PMF.

Note: These are the default settings for drill-down options. These menus are configurable. For more information, see Control Drill Menus for Measures.

Reference: Project Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Project columns throughout the views in PMF.

Reference: Process Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Process columns throughout the views in PMF.

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