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PMF provides the Metrics Across Dimension template, which you can use to create a view that displays metrics horizontally across your organization using the selected parameters. This view requires you to select an Across sort field.

To run the Metrics Across Dimension view, select Analysis in the Type drop-down list of the Analytics tab, then select Analysis Designer from the View drop-down list and click Run. The Analysis Designer opens where you select the desired report template and specify your parameter options, as shown in the following image.

From the Report drop-down list, select Metrics Across Dimension, select the desired parameters in the Filters and Content sections, type a name in the Report Title field of the Output section (for example, Product Analysis By Quarter), then click Run to execute and open the grid in a new window.

The following image shows the Metrics Across Dimension view for the selected parameter values.

The Options button at the top-left of the view enables you to Print the view, Output (export) to an Excel file, Output to a PDF, or Schedule the run time and distribution of the view using the Report Wizard. You can also display alternate target data in the view by selecting Show Benchmark, Show Forecast, or Show Stretch Target.

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PMF provides the Metrics Vertical Sort template, which you can use to create a view that displays metrics vertically using the selected parameters and vertical sort field.

To run the Metrics Analysis, first select Analysis from the Type drop-down list of the Analytics tab, then select Analysis Designer from the View drop-down list and click Run. The Analysis Designer opens where you select the desired report template and specify your parameter options.

From the Report drop-down list, select Metrics Vertical Sort, and select the desired parameters in the Filters and Content sections. In the Display section, in line 1, select Actual for Value, Indicator for Type, and Forecast for Target. In line 2, select Actual for Value, Indicator for Type, and Benchmark for Target. In line 3, select Actual for Value, Indicator + Value + Pct Reached for Type, and Target for Target. The following image shows the Analysis Designer with all selected values for this view.

Type a name in the Report Title field of the Output section (for example, Product Analysis By Month) and click Run to execute and open this view in a new window. The following image show the Metrics Vertical Sort view for the selected parameter values.

The Options button at the top-left of the view enables you to Print the view, Output (export) to an Excel file, Output to a PDF, or Schedule the run time and distribution of the view using the Report Wizard. You can also display alternate target data in the view by selecting Show Benchmark, Show Forecast, or Show Stretch Target.

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PMF provides the Metrics Crosstab template, which you can use to create a view that displays metrics horizontally using the selected parameters. This view enables you to see dimensional breakouts across many measures. When you run the Metrics Crosstab report, you can visually analyze your measures on a point-to-point basis across the selected sorting levels.

To run the Metrics Analysis, first select Analysis from the Type drop-down list of the Analytics tab, then select Analysis Designer from the View drop-down list and click Run. The Analysis Designer opens where you select the desired report template and specify your parameter options. If you click the browse (...) button to the right of the Measure drop-down list, you can select multiple measures to personalize the columns you want displayed in the output.

The following image shows the multi-select pop-up dialog box over the Analysis Designer.

From the Report drop-down list, select Metrics Crosstab, select the desired parameters, type a name in the Report Title field, then click Run to execute and open this view in a new window. The following image shows an example of the Metrics Crosstab view.

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You can use the Analysis Designer to create HTML active reports, which enables you to design personalized PMF output that can be e-mailed to end users along with embedded data and built-in browser-neutral analysis tools. To request your content to be delivered as an active report, select the Active option in the Format area of the Analysis Designer and click Run.

Note: The use of WebFOCUS HTML active reports requires a specific software license from Information Builders.

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To better facilitate generating performance trend views with the Analysis Designer, standard trending dates are available at the top of the Time dimension drop-down list in the Filters section of the Analysis Designer. You can quickly create a trend view that looks back from the current period to the start of the trend period selected.

For CenturyCorp Card, the default options available for the trend periods include TR: Last 13 Months, TR: Last 25 Months, TR: Last 5 Quarters, and so on, as shown in the following image. The Current Period is the default Time selection. You can jump to the predefined trends by pressing the T key while the drop-down list is open.

If you create personalized trend periods using the Time Ranges capability of the Manage tab, those values will be available in the Filters section of the Analysis Designer. For more information, see Manage Tab - Time Ranges.

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You can use the Analysis Designer to report both the total Hi-Mid-Low (H-M-L or red/yellow/green) counts for a metric range, as well as the Hi-Mid-Low Percent of Total, which shows the share of each indicator of the total count of metric values in that metric range.

These options can be found in the Display Fields drop-down menu of the Analysis Designer, as shown in the following image.

The display options are:

• H-M-L Raw Counts. Displays a count of High, Mid, and Low (Green, Yellow, and Red) values. This is the count of rows for that metric and Dimensional intersection that are each High, Mid and Low (Green, Yellow, and Red).
• H-M-L % of Totals. Displays the share of total High, Mid, and Low (Green, Yellow, and Red) values. This is the percent share of total rows that are each Greens (Highs), and Yellows (Mid), and Reds (Low).

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Metrics and objectives for views and in gadgets can be displayed based on the ranking of their performance or value. The available options are Rank Ascending or Rank Descending. The default sorting setting is alphabetic.

To set up Ranking, first select Analysis from the Type drop-down list of the Analytics tab, then select Analysis Designer from the View drop-down list and click Run. The Analysis Designer opens where you select the desired report template and specify your parameter options. If you click to the left of the data field of the Value that you want to rank, a ranking button appears, as shown in the following image.

If you click to the left of another field and the previous field has been ranked, it will transfer to the newly selected field.

Note: Only Vertical Sort styles of the Measure, Objective, and Theme templates can support ranking.

PMF ranking sorts the report information by the value or the percent reached. For example, if you chose a value for actual or target, PMF will rank based on the value of the field for the indicators. If you choose a percent reached field, or a combo indicator, PMF will rank based on the percent reached for the indicators.

If you choose a sort value from the Sorting options, PMF will display the rank within the outermost sort type indicated. For example, if sorting by one or more Dimensions, PMF will perform the rank within the innermost dimension. If sorting by Perspective, PMF will rank the items within each perspective. The only exception to this is when sorting on the Time Dimension.

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After you run a view, you can save its parameters and run the view again later. To save a view created in the Analysis Designer, type a name in the Report Title field in the Output section and click Save.

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To run a saved view, select Saved Reports in the Type drop-down list of the Analytics tab, select the name of the saved view from the View drop-down list, then click Run. The following image shows the drop-down lists used to retrieve a saved view.

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You can change the parameters of any saved view. To edit a saved view, select Saved Reports in the Type drop-down list of the Analytics tab, select the desired saved view from the View drop-down list, then click Edit. The Report Options form opens where you can change your parameter options. After you are done making changes, run the view to test the results of your changes. If you are satisfied with the results, click Save.