Working With Scorecards, Filters, and Content

In this section:

How to:

The Today page drawer is where you can change your scorecard, set filters for the dashboard, and perform analysis in PMF. This drawer hosts the Strategy Map and Analysis Designer, as well as a set of standard dimension and perspective views.

You can open the drawer by clicking the dashboard icon Dashboard icon on the Today page.

Clicking the Filters panel button opens a list of filters, as shown in the following image. Here you can make changes to the parameters that are passed to the gadgets on your dashboard.

Filter list

The filter categories are shown in order of hierarchy and the selections made automatically affect the filters available. The following filters are available:

An Applied filters icon Applied filters icon next to the filter group heading indicates that filters are selected in that group. You can quickly view which filters are selected by clicking the icon, as shown in the following image.

Applied filters

Note: If specific filters are not selected (highlighted) in the group, then no filters are applied and all data will be displayed. Clicking an applied (highlighted) filter removes that filter.

Any changes made to the filters are automatically propagated Dashboard gadgets.

For more information on working with Broadcast, see What is Broadcast?.

To run analysis in PMF and work with different content, click the dashboard icon Dashboard icon on the Today page. Click Content and select Analysis. Select a view from the list provided to display the results. The following are just some of the available views:

For more information about the Analysis Designer, including information about the Metrics Analysis and Metrics Grid views, see Using the Analysis Designer.

Procedure: How to Search for Filters or Content

There is a built-in search capability in the Filter and Content lists which makes it easier to find specific filters and views for your dashboard.

To search for filters or content:

  1. Click the dashboard icon Dashboard icon on the Today page.
  2. Click the Filter or Content panel button.
  3. Click the more icon .

    The panel expands, as shown in the following image.

    Filter search box
  4. In the search field, enter the first few letters of the filter or content type. The following image shows the filters found when entering customer.
    Filter search result
  5. Select the desired filter or content from the search results to be applied to your dashboard.

To clear the search and show all available filters or content, delete the search term in the field.

Drilling to Atomic Measures

You can drill down from any high-level measure in the Objective column of a PMF view to the next level in the dimension hierarchy, and continue drilling down until you reach the lowest atomic measure for that objective. From the lowest atomic measure, dimensional cross-drills are built into the summary row titles.

The dimensional cross-drills follow the same logic used in PMF Analysis Designer views. For any metric, in any dimension, you can perform research by drilling up and down the dimension hierarchy to verify totals, extract information, and determine the root cause of any issue.