Tuesday, October 4, 2011

High Level Steps of Creating Dash board in BO XI R2

Here are the steps -

1. Build a metic universe & Export it to performance management
  • This universe need not have any calendar.
  • All the measures must have a self join i.e. under where clause the event date should be mentioned between start date and end date.
    Example - DATE_ID between @Prompt('Begin_Date','D',,mono,free)
    and @Prompt('End_Date','D',,mono,free)
  • select clause should not contain any aggregate function like sum, avg, etc.
  • Import the universe in performance management -
    Performance management>Setup>System Setup>Universes>Add Universe
  • Select the time dimension as you required from time configuration -
    Use Performance management>Setup>Time Config
2. Create/Edit Metrics
  • Create the Metrics -
    Performance management>Dashboard Manager>Metrics>
  • Select proper calculation interval
  • Check "Stop at current period" to stop calculation till today. This helps you to see the dashboard till today.
  • After creation of Metrics, don't forget to refresh it. Otherwise, you will not be able to see the data.
  • Use purge and refresh after editing the calculation period.
3. Create Metric Analytics
  • Create the analytics -
    Performance management>Dashboard Manager>Metric Analytics>
  • Use "Save as" to save it in proper folder
  • Use proper render style and graph properties
4. Create A dashboard
  • Add a dashboard
  • Save the dashboard in proper directory
5. Place the Metric Reports on dashboard
  • Open the dashboard in the directory.
  • Select customize then pick the analytics that you want to see in your dashboard