Managing Content

In this section:

How to:

Content management enables you to create pointers to the following:

PMF has several predefined categories for administrator-distributed content, including Administration, Analysis, Audit, CPM/BPM Practice, History, Measures Detail, Objective, Perspective, Projects & Processes, Saved, and Today. You can categorize content to control where it appears on the Analytics tab for an administrator, or on the Document List of the Action gadget for a user.

You can also create up to 10 custom categories for the content that you manage.

Parameter sets saved from the Analysis Designer are also stored as content under the Saved category. Content contains references to stored procedure names and, for Saved views, stores blocks of parameters and controls how PMF distributes and manages these views.

When creating access to content, make sure to click the Preview button. If the content pointed to is valid, PMF launches that content in a new window. This is a good way to test the content before making it available to administrators in the Analytics tab or users in the Document List.

For details about the fields and options available in the New Content Access and Edit Content Access panels, see Manage Tab - Content.
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Procedure: How to Add Content by Linking to a WebFOCUS Procedure
  1. In the Manage tab, click the Content panel button.
  2. Click New.

    The New Content Access panel opens, as shown in the following image.

    New Content Access form for a WebFOCUS report

  3. In the Content field, type the name of the WebFOCUS procedure (without the .fex extension) for the view that you want to add.
  4. Type a description of the procedure in the Description field.
  5. Select the check box for each category from which the procedure can be accessed.

    On the Analytics tab, an administrator will see the category in the Type drop-down list. When the administrator clicks that category, the description that you specified for the procedure will be displayed in the View drop-down list.

    A user accesses the content of a selected category through the Document List of the Action gadget.

  6. Optionally create one or more custom categories from which administrators and users can access the WebFOCUS procedure. To create a custom category:
    1. Left-click a User Type field, type a name for the custom category, and press Enter.
    2. Select the check box next to the new custom category to associate the content with it.

    For more information and an example of a selected custom category, see Creating a Custom Category.

  7. Make any other changes in the New Content Access panel as needed.

    For more information about the fields in the New Content Access panel, see Manage Tab - Content.

  8. Click Save to save the specified access to the content.
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Procedure: How to Add Content by Linking to a Web Page
  1. In the Manage tab, click the Content panel button.
  2. Click New.

    The New Content Access panel opens, as shown in the following image.

    New Content Access form for Web content

  3. Select the Web Page check box.
  4. In the URL field, type the exact URL to the Web content that you want to add.

    Note: The URL field is named Parameters before you select the Web Page check box.

  5. Type a description of the Web content in the Description field.
  6. Select the check box for each category from which the Web content can be accessed.

    On the Analytics tab, an administrator will see the category in the Type drop-down list. When the administrator clicks that category, the description of the Web content that you specified in this procedure will be displayed in the View drop-down list.

    A user accesses the content of a selected category through the Document List of the Action gadget.

  7. Optionally create one or more custom categories from which administrators and users can access the Web content. To create a custom category:
    1. Left-click a User Type field, type a name for the custom category, and press Enter.
    2. Select the check box next to the new custom category to associate the content with it.

    For more information and an example of a selected custom category, see Creating a Custom Category.

  8. Make any other changes in the New Content Access panel as needed.

    For more information about the fields in the New Content Access panel, see Manage Tab - Content.

  9. Click Save to save the specified access to the content.
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Procedure: How to Add Existing Content to Analytics Tab Categories

You can add existing content to categories on the Analytics tab.

  1. In the Manage tab, click the Content panel button.
  2. Navigate to the Content tree, expand the desired folder, and select the content that you want to add to categories on the Analytics tab.

    The Edit Content Access panel opens, as shown in the following image.

    Edit Content Access form

  3. Select one or more of the following check boxes for the categories from which the content can be accessed.
    • Administration
    • Analysis
    • Audit
    • CPM/BPM Practice
    • History
    • Measures Detail
    • Objective
    • Perspective
    • Projects & Processes
    • Saved
    • Today
  4. Optionally, create one or more custom categories from which administrators and users can access the content. To create a new custom category:
    1. Left-click a User Type field, type a name for the custom category, and press Enter.
    2. Select the check box next to the new custom category to associate the content with it.

    For more information and an example of a selected custom category, see Creating a Custom Category.

  5. Click Save to save the specified access to the content.

To verify, navigate to the Type drop-down list on the Analytics tab, and click one of the categories that you selected previously on the Edit Content Access panel. The content that you added in this procedure appears in the View drop-down list. Repeat for each selected category.
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Procedure: How to Add an Operational Report as Content

You can add an operational report as content and link it to any measure, objective, project, or process defined in PMF. Doing this makes the operational report available through the Operational Report option when you click the measure, objective, project, or process in any PMF view.

  1. You must first link the desired operational report to one or more categories shown in the following list. To do this, see How to Add Existing Content to Analytics Tab Categories.
    • Measures Detail. To link the operational report to a measure.
    • Objective. To link the operational report to an objective.
    • Projects & Processes. To link the operational report to a project or process.
  2. Navigate to the Author tab and click the Measures, Objectives, Projects, or Processes panel button.
  3. Select the desired measure, objective, project, or process.
  4. Depending on the panel that opens, select the desired operational report from the Measure Report, Objective Report, Project Report, or Process Report drop-down list.
  5. Click Save to save the specified access to the content.

To verify, click the desired measure, objective, project, or process in any PMF view and select the Operational Report option. The operational report that you specified in this procedure is displayed in a new window.
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Procedure: How to Convert a Saved View Into a Today Page
  1. In the Analytics tab, select Analysis in the Type drop-down list.
  2. Select Analysis Designer in the View drop-down list.
  3. Click Run.

    The following image shows the Analysis Designer.

  4. Specify parameter values and optionally run the view to display the results.
  5. Type a Report Title for the view and click Save to save the view and its specified parameter values as content.
  6. Navigate to the Manage tab and click the Content panel button.
  7. Navigate to the Content tree, expand the desired folder, and select the content that you saved.

    The Edit Content Access panel opens.

  8. Select the Today check box.

    Edit the other fields and options as needed. For more information about the fields in the Edit Content Access panel, see Manage Tab - Content.

  9. Click Save.

The content is now available as a Today page and can be assigned to specific users.
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Creating a Custom Category

How to:

You can create up to 10 custom categories for the content that you manage. Administrators can see the custom categories and their associated content on the Analytics tab. Users can see the custom categories and the content on their Dashboard in the Document List, which is accessed through the Action gadget.

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Procedure: How to Create a Custom Category

In this procedure, you will create a custom category and associate content with it, using the New Content Access panel.

You can also create a custom category using the Edit Content Access panel. For instructions, see How to Add Existing Content to Analytics Tab Categories.

  1. In the Manage tab, click the Content panel button.
  2. Click New.

    The New Content Access panel opens. The User Type fields enable you to create custom categories for the content that you manage.

  3. Left-click a User Type field, type a name for the custom category, and press Enter.
  4. Click the check box next to the new custom category to associate content with it.

    In the following image, a new custom category is named Benchmark.

    Creating a custom category for content

  5. In the applicable fields, supply the information for the content that will be associated with the custom category.

    In the following image, the WebFOCUS procedure named benchmarkview is associated with the custom category named Benchmark.

    Associating content with a custom category

  6. If applicable, select the check box for each additional category from which users can access the content.
  7. Make any other changes to the New Content Access panel as needed.

    For more information about the fields on the New Content Access panel, see Manage Tab - Content.

  8. Click Save to save the specified access to the content.

    As an administrator, you can see the custom category in the Type drop-down list, and the associated content in the View drop-down list, on the Analytics tab. In the following image, the custom category is named Benchmark, and the description of the associated procedure is Performance vs. standardized data.

    Custom category on Analytics tab

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Mapping Parameters to an Operational Report

You can drill to any WebFOCUS operational report from a PMF view by mapping PMF parameters.

PMF automatically passes the following information from drill-down contexts:

Property

Parameter

Scorecard Name

&SCORECARD_NAME

Scorecard ID

&SCORECARD

Perspective Name

&PERSPECTIVE_NAME

Perspective ID

&PERSPECTIVE

Measure Name

&MEASURE_NAME

Measure ID

&MEASURE_SERIES

Dimensional values

&[dimension name]_LEVEL[level #]_VALUE

To use these parameters in your operational reports, you may need to map the parameters passed from PMF to the parameters used in your report.

For example, suppose you have an operational report that displays outage data for all regions and warehouses, and you would like to drill out to this report from a PMF view and pass the region and warehouse information to select the proper filters in the operational report. You already have WHERE clauses embedded in the operational report to filter by the REGION and WAREHOUSE fields in your operational data. The operational report is already set up to receive the &REGN parameter for the region and the &WHOUSE parameter for the warehouse.

In PMF, you already store information about your warehouse locations in a location dimension, which has Region as Level 1 and Warehouse as Level 2. You select a PMF view and drill to a particular warehouse location. Next, you click a measure and select the Operational Report option. You want PMF to filter the designated operational report for just the warehouse displayed in the current PMF view.

You need to edit your operational report using WebFOCUS code, Developer Studio, or a GUI such as Power Painter. Start by adding -DEFAULT commands at the top of the report as follows:

-DEFAULT &LOCATION_LEVEL01_VALUE = ' ';
-DEFAULT &LOCATION_LEVEL02_VALUE = ' ';

Next, add a utility program and parameters to the top of the report to allow it to receive the parameter values from PMF as follows:

-SET &DIM_NAME = 'LOCATION';
-SET &DIM_VALUE = &LOCATION;
-INCLUDE gadg_dim_parms

The first -SET command provides the dimension name for the utility program to use for outbound parameters. The second -SET passes a fully qualified internal dimension filter value to the utility program.

Finish by mapping the fields to your variables as follows:

-SET &REGN = IF &LOCATION_LEVEL01_VALUE NE ' ' THEN TRUNCATE(&LOCATION_LEVEL01_VALUE);
- SET &WHOUSE = IF &LOCATION_LEVEL02_VALUE NE ' ' THEN TRUNCATE(&LOCATION_LEVEL02_VALUE);

Note: The WebFOCUS TRUNCATE function is used in the preceding code to remove the trailing spaces that are automatically added to all parameters being passed out of PMF.

The following is an example of an operational report that was mapped to PMF parameters, saved as content, and made available in the Analytics tab.

operational report

Note: You can use the logic described in this topic to pass parameters from the PMF gadget layer to an operational report. As a result, you can place the operational report on a PMF dashboard as a gadget. For more information, see Turning a WebFOCUS Report Into a Gadget.

WebFOCUS