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SAP BusinessObjects Dashboard and Analytics Setup and Administration
SAP BusinessObjects Dashboard and Analytics XI 3.1 Service Pack 3 windows
Copyright
2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2010-05-24
Contents
Chapter 1 Dashboard and analytic applications 9 What is Dashboard Builder?......................................................................10 What is Performance Manager?................................................................10 What is Predictive Analysis?......................................................................10 What is Process Analysis?........................................................................11 What is Set Analysis?................................................................................11 Chapter 2 Deployment of Dashboard and Analytics tools to your organization 13
Chapter 3
Performance Manager servers
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Performance Manager server options.......................................................19 General parameters for Dashboard and Analytics applications...........22 Server caching parameters..................................................................25 Dashboard and Analytics launch errors.....................................................26 Chapter 4 The Performance Manager repository 29
Overview of the Dashboard and Analytics deployment.............................30 The system tables stored in the repository..........................................31 Creating the Performance Manager repository.........................................32 Central Management Server authentication..............................................35 Performance Manager repository migration..............................................36 Performance Manager repository integrity and cleanup............................37
Contents
Chapter 5
Dashboard and Analytics system users
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Chapter 6
Metric universes
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About metric universes..............................................................................48 Building metric universes...........................................................................49 Making metric universes available to Dashboard and Analytics users......49 Defining connections for universes............................................................49 Updating a universe in Dashboard and Analytics Setup...........................50 Object metadata in universes....................................................................52 Viewing universe measures and dimensions.......................................52 External metric refresh...............................................................................54 Configuring an external metric refresh.................................................55 Chapter 7 Sliced metric dimensions 57
What are dimensions and sliced metrics?.................................................58 Access restrictions on sliced metrics...................................................58 Where are dimensions defined?................................................................59 Sliced metrics............................................................................................67 Chapter 8 Analytics calendars 69
Calendar properties...................................................................................70 Calendar granularity.............................................................................71 Moving averages in calendars...................................................................77 Moving averages explained..................................................................78 Difference calculations in calendars..........................................................83 What is differencing?............................................................................83 Rollups in calendars..................................................................................86 Rollup calculations...............................................................................86
Contents
Chapter 9
Rules templates
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About rules and rules templates................................................................90 Rule components.................................................................................90 Rules templates....................................................................................91 What makes up a rules template?........................................................92 Creating and editing rules templates.........................................................93 Chapter 10 Universe value list templates 97
Chapter 11
Application activity tracing
103
Chapter 12
Individual Profiler portrait properties
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Chapter 13
Analytic Template Publisher
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Installing the XCTemplateUploader.war File............................................112 Deploying the Crystal Xcelsius templates...............................................113 Publishing a new Crystal Xcelsius template............................................113 Publishing a Crystal Xcelsius template archive.......................................115 Downloading a Crystal Xcelsius template...............................................115 Working with the template properties file.................................................116 Data sources accepted by the Crystal Xcelsius data model....................119 Modifying the XLF file after the template has been published.................119 Modifying the XLS file after the template has been published.................120 Chapter 14 Process Analysis control charts setup 121
Control chart samplings...........................................................................122 Specifying samplings for control charts..............................................122 Control chart filters...................................................................................125
Contents
Control chart alarms................................................................................126 Chapter 15 Terms and concepts 129
Aggregation functions..............................................................................130 What is arithmetic mean?...................................................................130 Average functions...............................................................................130 Count functions..................................................................................130 What is geometric mean?...................................................................130 What is harmonic mean?....................................................................131 What is a median?..............................................................................131 What is maximum?.............................................................................132 What is minimum?..............................................................................132 What is population kurtosis?..............................................................132 What is population skew?...................................................................133 What is population standard deviation?.............................................133 What is population variance?.............................................................134 What is sample kurtosis?...................................................................134 What is sample skew?........................................................................134 What is sample standard deviation?..................................................135 What is sample variance?..................................................................135 What is sum?......................................................................................135 What is sum distinct?.........................................................................136 What is an analytic?.................................................................................136 What is binning?......................................................................................136 What is a control chart?...........................................................................136 What is differencing?...............................................................................137 What is a dimension?..............................................................................137 What is a grain?.......................................................................................137 What is a metric?.....................................................................................138 Moving averages explained.....................................................................138 What is the moving average?.............................................................138
Contents
Moving average transformations........................................................139 What is single exponential smoothing?..............................................142 What is a sliced metric?...........................................................................142 What is a variable?..................................................................................143 Appendix A More Information 145
Index
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Contents
Dashboard and analytic applications
Dashboard and analytic applications What is Dashboard Builder?
BusinessObjects Dashboard and Analytics connects goals, metrics, and people in order to drive improved management, analysis, and action across the organization. Metrics offer up-to-the-minute snapshots of your key process indicators (KPIs) and tracking goals allows you to monitor day-to-day activity results. Business Objects offers the following tools to help you mine your data for trends: Dashboard Builder Performance Manager Set Analysis Predictive Analysis Process Analysis
What is Dashboard Builder?

Dashboard Builder is a BusinessObjects Dashboard and Analytics application that helps you manage and track your company's performance using analytics and dashboards, as well as schedule the refresh of metrics, sets, control charts, Predictive models and analytics.
What is Performance Manager?

BusinessObjects Performance Manager helps organizations align actions with strategy. Through setting goals and tracking performance in scorecards, people can focus their efforts, collaborate with others, and follow recommended actions to improve organizational performance.
What is Predictive Analysis?

BusinessObjects Predictive Analysis quickly uncovers key business drivers from your data and forecasts future business conditions. It helps people make proactive decisions more easily by providing insights via easy-to-use dashboards across the organization.
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Dashboard and analytic applications What is Process Analysis?
What is Process Analysis?

BusinessObjects Process Analysis can be used for several purposes. It helps you automate the mechanics of quality control. It enables organizations to support quality improvement initiatives by automatically tracking quality variables throughout the enterprise. It helps uncover specific business processes where there is variation and identify opportunities for improvement, by providing powerful web-based quality management and automated control charts and alarms.
What is Set Analysis?

BusinessObjects Set Analysis helps organizations define, track and analyze segments that drive the success of business activities.
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Dashboard and analytic applications What is Set Analysis?
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Deployment of Dashboard and Analytics tools to your organization
Before users in your organization can start working with Dashboard and Analytics applications, you need to do the following tasks.
Mandatory tasks
Create the Performance Manager repository. The Performance Manager repository stores the metrics, goals and calendars leveraged across your deployment.
Define the system users. System user accounts initialize the Dashboard and Analytics servers and enable the Dashboard and Analytics application engines.
Connect to a universe. Universes provide the semantic layer that maps familiar business terms to your corporate data sources.
Note:
Users can also define metrics manually. To find out how to do this, see the Performance Manager documentation. Define calendars. The calendar time periods you define are used to build the aggregated measure results for metrics over time. This allows users to perform time-series analysis on KPIs. You can create standard calendars or import custom calendars adapted to your business processes.
Optional tasks
For more powerful analysis, you can also: Associate users to dimensions. Create associations to allow users to analyze sliced metrics, where the value for the metric is broken down by the values on a dimension, and lets you secure dimensions by granting access to slices to users, so that specific users can only see results for certain slices. For example, you could select the [Sales] metric and slice it by the [Region] dimension in order to analyze sales per region. You could then secure the [Region] dimension so that users working in a specific regional sales office could only see sales results for their region.
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Apply statistical calculations such as moving average, difference, or rollup to selected calendars. You use statistical calculations for smoothing and aggregating time-series. For more information, see the chapter in the documentation about Performance Manager calendars.
Related Topics
Overview of the Dashboard and Analytics deployment Moving averages in calendars Rollups in calendars The Performance Manager repository Dashboard and Analytics system users Metric universes Analytics calendars Sliced metric dimensions
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Performance Manager servers Performance Manager server options
The following table provides a description of each Performance Manager server: Server name Service Description
AADashboard
Dashboard engine
Renders dashboards created in Dashboard Builder.
AAAnalytics
Renders the analytics by querying the metrics metadata and then generating Analytics server the desired visualization in the format of the selected analytic. Works like an ETL tool to extract each metric value, aggregate it, and then load it into the metadata layer on the Performance Manager repository.
AAMetrics
Metrics engine
AAIProfiler
Individual Profil- Used by the Individual Profiler analyter engine ic. Manages the Performance Manager repository including user security and privileges, updates to the system parameters, and writing new metrics and rules back to the repository. Evaluates conditions placed against metrics, goals, sets and then outputs sending events to other components
AARepomgt
Repository manager
AARules
Rules engine
AAQueryManager
Set Analysis Performs Set Analysis queries and query manager builds and processes sets.
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Server name
Service
Description
Used by Process Analysis. AASPC SPC engine

Note: The SPC alerts are actioned upon and handled by AARules
PAServer
Predictive Analy- Used by Predictive Analysis. For sis mining en- more information, see the Predictive gine Analysis documentation.
Related Topics
Performance Manager server options

In Dashboard and Analytics Setup > Parameters > Options, set the following options: Mail Parameters These parameters contain details of the Dashboard and Analytics SMTP server, port number, and email address used to send automated emails for alerts, rules, and generated lists. Web Parameters These parameters contain details of the web server including the port number, host name, and the login URL. General Parameters These parameters contain details of date and number formats applied across Dashboard and Analytics applications, SQL query optimization parameters, Individual Profiler query limits, and the frequency for information on external events stored in the Central Management Server to be written to the Performance Manager repository. Scheduler Parameters
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These parameters contain details of the directory used to cache scheduler processes and the user account associated with those processes. Database Parameters These parameters contain details of the minimum number of database connections you wished to be kept open for a specific Dashboard and Analytics engine.
Setting mail parameters for Dashboard and Analytics applications

You need to specify mail parameters so that users can use the email features within Dashboard and Analytics applications. For example, users can build rules, alerts, and lists that generate emails and have the ability to email some of the analytics. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Mail Parameters" section, configure the following parameters: "Outgoing SMTP server" Type the name of the Dashboard and Analytics server from which automated emails, such as email alerts and email lists, are sent. "SMTP Port Number" Enter the port number of the SMTP (Simple Mail Transfer Protocol) server. "From Address" Type the email address of the SMTP server that appears in the "From" field in email messages. "Reply to Address" Type the address to which automatic replies are sent. This is usually the same as the "From Address". 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server.
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Specifying web parameters for Dashboard and Analytics applications

By default, the web server used for Dashboard and Analytics applications is the same server on which Dashboard and Analytics is installed. The "Web Parameters" options allow you to specify a remote web server. If you performed a custom installation and defined a custom URL for end users to use to access the InfoView login page, then you need to type the custom URL you defined here.
Note:
For information on performing a custom installation, see the SAP BusinessObjects Enterprise installation guide available at: http://support.busi nessobjects.com/documentation. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Web Parameters" section, configure the following parameters: "Web server host name" Type the name of the web server that host Dashboard and Analytics applications. "Web server port number" Enter the port number of the host web server. "Performance Manager URL" Type the URL that end users use in their web browser to launch the InfoView home page. 3. If you want to process XLS transformations on the client machines used by end users across your deployment, activate Push XLS transformations to the client. You can opt to process the XSL transformations, for example for SVG format analytics, to the client instead of processing them on the server. This helps lighten the load on the server, by passing the cost of the transformation onto the client.
Note:
We recommend that you compare performance of processing the XLS transformations on the client against processing the XLS transformations
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on the server, in order to make the best decision for your deployment. The optimum choice can differ depending on the client machines used on your deployment and the number of concurrent users taxing the server. 4. Click Apply. Any modifications you made are applied the next time you restart the Performance Manager server.
General parameters for Dashboard and Analytics applications

The "General Parameters" options allow you to: specify settings for number and date formats displayed on dashboards optimize SQL query processing limit the size of Individual Profiler queries specify how often the data for external events stored on the Central Management Console (CMC) is sent to the Performance Manager repository.
Note:
External events defined on the CMC are used in Performance Manager rules or alerts to trigger specific actions. For information about including external events on the CMC, see the BusinessObjects Enterprise administration documentation.
Related Topics
Specifying general parameters in Dashboard and Analytics Setup
Specifying general parameters in Dashboard and Analytics Setup

1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "General Parameters" section, configure the following parameters: "Number Format" Select a number format for analytics and dashboards. "Date Format"
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Select the date format for analytics and dashboards. "Maximum Number of Columns for Optimized SQL" Select a number to apply to SQL queries for analytics and documents. The option allows Dashboard and Analytics to group SQL from columns in the same table, for the number of columns you specify, and so optimizes the calculation process. "Individual Profiler Maximum Query Size" Select the limit for the maximum number of rows returned for an Individual Profiler query. "BusinessObjects Enterprise Events Polling Time" Select the amount of time between two polling events, measured in seconds. The option specifies how often Dashboard and Analytics checks for an event on the Events server in the CMC, and therefore ensures that any new external events on the CMC are written to the Performance Manager repository for use in rules and alerts. 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server.
Related Topics
Specifying scheduler parameters for Dashboard and Analytics applications

If their security profile allows, end users can schedule Dashboard and Analytics tasks, such as refreshing metrics. As an administrator, you can specify the location of the directory used to cache scheduler processes and specify the user account associated with the processes. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Scheduler Parameters" section, type the appropriate information in the following text boxes: "Scheduler working directory"
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The directory path that appears in the text box comes from information provided at installation. "Scheduled programs will run under this user account" The user name and password used should be for machine on which you installed the Dashboard and Analytics applications.
Note:
If you change the parameters, any existing schedules become incorrect. To update the definition of existing schedules to the new schedule parameters, run the "Scheduled Programs""Check & Cleanup" tool at Dashboard and Analytics Setup > Tools > Check Integrity and Cleanup. 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server.
Specifying database parameters for Dashboard and Analytics applications

The "Database Parameters" allow you to specify the minimum number of database connections kept open for a specific Dashboard and Analytics engine. This optimizes performance. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Database Parameters" section, click the drop-down arrow in the text box on the right. The list of Dashboard and Analytics engines appears. 3. Select the engine for which you want to specify the minimum number of open database connections: Analytics The Analytics server renders the analytics by querying the metrics metadata and then generating the desired visualization in the format of the selected analytic. Repository Management
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The repository manager manages the Performance Manager repository including user security and privileges, updates to the system parameters, and writing new metrics and rules back to the repository. Process Analysis Engine Process Analysys uses this engine. Metrics Engine The metrics engine works like an ETL tool to extract each metric value, aggregate it, and then load it into the metadata layer on the Performance Manager repository. Mining Engine Predictive Analysis uses this engine. Rules Engine The rules engine evaluates conditions placed against metrics, goals, sets and then outputs sending events to other components. Query Manager The query manager performs Set Analysis queries and builds and processes sets. Profiler The Individual Profiler uses this engine. 4. Enter the number of connections you want open concurrently for the selected engine into the "Minimum Number of Database Connections Kept Open" text box. 5. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server.
Server caching parameters

The cache refresh period settings determine how often Dashboard and Analytics refreshes the server caches with the latest values on the Performance Manager repository and the Central Management Server (CMS). In multi-node deployments, it is important to set the cache refresh and
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Performance Manager servers Dashboard and Analytics launch errors
clean-up periods to ensure that the Dashboard and Analytics servers across your deployment reflect the same definitions of metrics and analytics to end users.
Cache refresh and clean-up settings
You can specify the following cache refresh periods and clean-up periods: "Metadata Cache Refresh Period" used to cache metrics, goals, and sets. For example, you look at a speedometer the values displayed come from this cache. "App Designer Cache Refresh Period" used to cache the XML definition of dashboards "Server Session Cache Clean-up Period" used to cache session information "Corporate Dashboard Cache Refresh Period" used to cache corporate dashboards
Modifying a cache refresh or clean-up period

1. Go to Dashboard and Analytics Setup > Parameters > Caching. 2. In the text box next to the option you want to modify, type the number of minutes you want to set as the frequency for the cache refresh or clean-up. 3. Click Apply. The settings are applied immediately.
Dashboard and Analytics launch errors

If you launch Dashboard and Analytics and an error message appears that says that you cannot connect to Dashboard and Analytics, it is for one of the following reasons: Some of the Dashboard and Analytics servers are stopped or disabled. The Initialization User that creates the Dashboard and Analytics server proxies was defined inconsistently in the Central Management Server, InfoView, and the InitConfig.properties file.
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Verifying the Dashboard and Analytics servers

1. Log into the Central Management Console (CMC), and then click Servers. 2. Verify that all the Dashboard and Analytics servers are started. 3. If a server is not running, select the check box next to the server name, and then click Start. 4. Make sure that all servers are enabled. If a server is not enabled, select the check box next to the server name, and then click Enable.
Related Topics
Verifying the Initialization User

1. On the Dashboard and Analytics server, open the InitConfig.properties file and verify that the Initialization user name and password match those in the Central Management Server (CMS). The InitConfig.properties file is located in the following location: [Install Directory]\Program Files\Business Objects\Performance Management 12.0 The strings to search for are: initialization.User= initialization.Password=
2. Log into InfoView, and then click the "Preferences" button on the InfoView toolbar. 3. In the "Dashboard and Analytics" tab, check the name of the initialization logon user in the "Change initialization logon user" section is the same as that specified in the InitConfig.properties file. 4. Log into the Log into the Central Management Console (CMC), and then click Users. 5. Check that the user defined in the InitConfig.properties is listed among the users.
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6. From the CMC home page, click Settings > Rights and check that the initialization user has the appropriate rights.
Note:
For security reasons, it is recommended that you do not provide a real user ID for the initialization user. The default user ID is PMUser. 7. In the Central Configuration Manager, restart all of the servers.
Note:
If you are using Dashboard and Analytics from a client machine, restart the client machine.
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The Performance Manager repository
The Performance Manager repository Overview of the Dashboard and Analytics deployment
The Performance Manager repository is organized as follows: Performance Manager tables store the calendars, metrics, rules, goals and target values used by Performance Manager. Set Analysis tables store the sets for the segmentation engine used by Set Analysis.
Note:
If this is the first time you have installed Dashboard and Analytics, you need to create the Performance Manager repository before users can start to work with Dashboard and Analytics applications.
Related Topics
Creating the Performance Manager repository
Overview of the Dashboard and Analytics deployment

A Dashboard and Analytics deployment includes two repositories: The Central Management Server (CMS) database stores user security information, documents, dashboards, analytics, performance models, schedules and the semantic layer that maps to your corporate data sources (for example metric universes and business views). The Performance Manager repository stores the metrics, calendars, goals, and sets specific to Dashboard and Analytics.
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The Performance Manager repository Overview of the Dashboard and Analytics deployment
Note:
In previous Dashboard and Analytics versions, the Performance Manager repository was called the Performance Management repository and the Application Foundation repository (or AF Repo). In Application Foundation 6.x versions and earlier, the equivalent to the CMS was the BusinessObjects repository.
The system tables stored in the repository

The Performance Manager repository stores information used in various groups of tables used by different Dashboard and Analytics applications: Tables with the ci_ prefix store the metrics, rules, calendars used by Performance Manager, for example, the ci_probe_value.
Note:
Each time users refresh a metric in Performance Manager, the data is retrieved from the universe or manual metrics data source, calculates the values according to the calendar period you defined, and writes those values to the Performance Manager repository. Tables with the ipm_ prefix store the metadata related to publishing, next actions, and strategy builder used by Performance Manager. For example: ipm_analytic Tables with the set_ prefix store sets used in Set Analysis. For example: set_sig_field
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The Performance Manager repository Creating the Performance Manager repository
Creating the Performance Manager repository

When you install Dashboard and Analytics, you need to: create a connection to the target database you selected for the Performance Manager repository. deploy the system tables to the Performance Manager repository so that users can start to use Dashboard and Analytics applications.
Note:
The Total Electronics demo database is designed to accompany the sample dashboards shipped with the Dashboard and Analytics applications. We recommend that you do not use this demo database as the basis of your corporate Performance Manager repository. verify the options, such as encoding, applied to the new Performance Manager repository.
Note:
To create the Performance Manager repository, and to make any modifications in "Dashboard and Analytics Setup", you need to be logged into InfoView as an administrator.
Creating a connection for the Performance Manager repository

If this is the first time you have installed the Dashboard and Analytics applications, you need to create a connection to the database on which you want to store the Performance Manager repository. You do this using Designer. 1. Launch Designer. 2. In the "Connections" list, select Tools > Connections, then click Add. 3. Follow the instructions in the "New Connection Wizard". For full information, consult the Designer documentation about working with connections. 4. Verify the connection to the Performance Manager repository.
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Related Topics
Performance Manager repository migration Verifying the connection to the Performance Manager repository
Verifying the connection to the Performance Manager repository

Note:
If this is the first time you have installed Dashboard and Analytics, you need to create a connection to the Performance Manager repository. 1. Go to Dashboard and Analytics Setup > System Setup > Repository. 2. In the "Repository Information display" section, click Check. If there is a problem with the connection, an error message provides details.
Related Topics
Deploying the system tables using Dashboard and Analytics setup

You need a connection to the target database before you can deploy the system tables. To deploy the system tables to the target database you have chosen as the Performance Manager repository: 1. Go to Dashboard and Analytics Setup > System Setup > Repository > Repository Information. 2. Click the drop-down arrow next to connection name. 3. Select the target database from the drop-down list. The "System Tables Management" display section advises you whether the system tables have been installed or not. If an earlier version of the product has been installed, the module detects it and suggests an upgrade. To upgrade the repository, click Upgrade.
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4. The repository creation script runs. 5. Do one of the following: To deploy the tables now to Dashboard and Analytics, click OK. To deploy the system tables via an external application, click Select All, and then copy and paste the script into the external application. 6. Log off InfoView, and then restart all servers using the Central Configuration Manager (CCM).
Related Topics
Verifying the options applied to the Performance Manager repository

The repository options let you specify settings optimized for the type of database you are using for the Performance Manager repository. You can view the options applied to the repository and change the options if necessary. 1. Go to Dashboard and Analytics Setup > System Setup > Repository and click View Options. The selected encoding appears in the "Encoding" box. Encoding can be set while defining the connection to the repository or during the repository creation.
Note:
By default, the encoding for Dashboard and Analytics is Unicode (UTF-8). For encoding other than Unicode (UTF-8), the database and the processes go through a convertor, so performance is slower. 2. To change the encoding, click the arrow next to the "Encoding" box, and select the appropriate encoding from the list.
Note:
For certain databases, the following advanced options are activated and allow you to customize the repository environment: Tablespace Index Post Script Numeric Keys Precision
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The Performance Manager repository Central Management Server authentication
Use Long Integer Fields
Related Topics
Creating a connection for the Performance Manager repository Creating the Performance Manager repository
Central Management Server authentication

Access to the features in Dashboard and Analytics Setup is authenticated against the Central Management Server (CMS). The CMS controls security, such as which users or groups have access to which dashboards. There are several types of authentication for BusinessObjects Enterprise and Dashboard and Analytics: "Enterprise" the system default authentication. This is recommended if you prefer to create distinct accounts and groups for use with BusinessObjects Enterprise, or if you have not already set up a hierarchy of users and groups in a Windows NT user database, an LDAP directory server, or a Windows AD server. "LDAP" Lightweight Directory Access Protocol. This is recommended if you want to integrate Dashboard and Analytics authentication with a single list of authorized users and passwords for your enterprise web, email, and file-sharing servers. "Windows NT" or "Windows AD" You can also use Windows NT authentication (for Microsoft Windows NT) or Windows AD authentication (for Windows 2000).
You can verify the CMS authentication and change the authentication, if you wish. You can also point your Dashboard and Analytics server to a different CMS. This is particularly useful if your deployment includes multiple CMS databases used for different environments. For example, you may have one CMS for your development environment and another CMS for your production environment.
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The Performance Manager repository Performance Manager repository migration
Note:
For information on how to setup CMS authentication, refer to the SAP BusinessObjects Enterprise administrator's guide available at: http://support.businessobjects.com/documentation. To modify parameters in Dashboard and Analytics Setup you need to be logged into InfoView as an administrator.
Verifying or changing the Central Management Server authentication

1. Go to Dashboard and Analytics Setup > System Setup > Repository. The name of the web server where the Central Management Server (CMS) is installed appears by default in the "CMS Name" box. 2. If you want to redirect to another CMS, type the name of the CMS using the following syntax: <server_name>.<server_domain> For example: myserver.marketing.mycompany.com The authentication appears in the "Authentication" box. 3. If you want to select a different authentication, click the arrow next to the "Authentication" box and select the type of authentication you want from the list.
Performance Manager repository migration

You can migrate the Performance Manager repository from a different environment or from a previous version. The following table tells you which white paper or guide provides information on each of the possible migration paths:
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The Performance Manager repository Performance Manager repository integrity and cleanup
Migration path
Documentation
a test environment to a production environment
SAP BusinessObjects Enterprise administrator documents
Application Foundation 6.5.x to PerSAP BusinessObjects Enterprise miformance Management XI R2 and gration guides higher Performance Management XI to SAP BusinessObjects Enterprise inPerformance Management XI R2 and stallation guides higher
Tip:
All documentation is in Adobe PDF format and available at: http://support.busi nessobjects.com/documentation.
Performance Manager repository integrity and cleanup

In Dashboard and Analytics Setup > Tools the "Check Integrity and Cleanup" section allow you to perform an integrity check on the following information stored in the Performance Manager repository: Universes The metric universes stored on the Performance Manager repository. Rules The rules set up using Performance Manager. Metrics The metrics defined using Performance Manager. Alerts Email alerts (triggered by events) created using Performance Manager.
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Users User accounts already defined in the system.

Note:
You cannot remove users while they are logged into "Dashboard and Analytics". Predictive Analysis The populations, variables, binnings, models, and advanced metrics defined using Predictive Analysis. Scheduled Programs "Scheduled Programs" allows you to update the scheduling parameters for a pre-existing scheduled program to match those currently specified in Dashboard and Analytics Setup > Parameters > Options > Scheduler Parameters. These tools help you to remove faulty or redundant data from the Performance Manager repository.
Note:
Erasing any of the entries physically removes them from the Performance Manager repository database.
Checking system universe integrity in the Performance Manager setup

Checking the integrity of the metric universes enables you to ensure that the universes used to define Dashboard and Analytics metrics work correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check Integrity" section, click Universe. The "Check Integrity" window appears. Any universes that contain errors are flagged here. 3. To find out more information about an error, click the universe. The errors are detailed in the "Check Details" section.
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For information about resolving errors in universes, refer to the Designer documentation available at http://support.businessobjects.com.
Checking the integrity of Performance Manager rules

Checking rules allows you to ensure that any rules based on events, created by Dashboard and Analytics users, function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Rules. Any rules that include errors are listed. You can delete rules here or modify rules in Performance Manager. 3. To delete a rule, select the rule you want to delete and click Erase.
Note:
To modify a rule, exit Dashboard and Analytics Setup, open Performance Manager and in the "Rules" tab, select the rule and click Edit. See the Performance Manager documentation for information on editing rules.
Checking the integrity of Performance Manager metrics

Checking metrics allows you ensure that the metrics created and analyzed by Dashboard and Analytics users function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Metrics. The "Check & Cleanup Metrics" window appears. Any metrics that contain errors are flagged here. 3. To find out more information about an error, click the metric. The errors are detailed in the "Check Details" section. 4. To delete a metric, select the metric you want to delete and click Erase.
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Checking the integrity of Performance Manager alerts

Checking alerts allows you to ensure any alerts created by Performance Manager users function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Alerts. The "Check & Cleanup Alerts" window appears. Any alerts that contain errors are flagged here. 3. To find out more information about an error click the alert. The errors are detailed in the "Check Details" section. 4. To delete an alert, select the alert you want to delete and click Erase.
Checking the integrity of Performance Manager users

Checking users allows you to remove user accounts that fail the integrity test from the Central Management Server (CMS). 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Users. The "Check & Cleanup Users" window appears. Any user profiles that contain errors are flagged here. 3. To find out more information about an error click the user name. The errors are detailed in the "Check Details" section. 4. To delete a user, select the user you want to delete and click Erase.
Note:
You cannot delete users who are currently logged into Dashboard and Analytics.
Checking the integrity of Predictive Analysis objects

You can check the integrity of the populations, variables, binnings, models, and advanced metrics defined using Predictive Analysis.
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1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Predictive Analysis. The "Check & Cleanup Predictive Analysis" window appears. 3. Click the drop down arrow next to the list box at the top of the window, then select the subject area for which you want to make the integrity check. Any populations, variables, binnings, models or advanced metrics that include errors are listed and more information about each error is provided in the "Check Details" section. 4. To delete a service, select the Predictive Analysis service you want to delete and click Erase.
Note:
You cannot delete users who are currently logged into InfoView.
Checking the integrity of parameters for a scheduled program in Dashboard and Analytics Setup
The scheduling parameters integrity check verifies: the user name and password specified as the user account for scheduled programs. By default, it is the user account for the operating system on which Dashboard and Analytics is installed (for example, the NT user account). the working directory in which the scheduled programs are run.
Note:
The schedule parameters can be modified in Dashboard and Analytics Setup > Parameters > Options > Scheduler Parameters. It is recommended you check the parameter integrity whenever the Scheduler Parameters are modified, so that any existing scheduled programs are updated to match the new parameters. Some typical situations that cause errors to occur include: the scheduled account user password changes for security purposes. the scheduling program working directory changes from one drive to another to suit disk capacity needs.
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the system is migrated to a new environment, and so the scheduling parameters need to be updated. 1. Go to Dashboard and Analytics Setup > Tools > Check & Cleanup. 2. Click Scheduled Programs. The "Check & Cleanup Scheduled Programs" window appears, displaying the current scheduling user name and working directory, as well as a list of all the currently existing scheduled programs that do not having matching parameters. For each inconsistency, the tool lists the task id, description, username, whether the password matches, working directory, start date, end date, and period type. 3. To update the parameters of a schedule to the current scheduling parameters, select the schedule you want to update and then click Fix. To update all the schedules with erroneous parameters, you can click Select All, then Fix.
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Dashboard and Analytics system users
Dashboard and Analytics system users Defining a Dashboard and Analytics system user
Before users in your organization can use Dashboard and Analytics applications, you need to specify system users in "Dashboard and Analytics Setup". These users initialize the Dashboard and Analytics servers and enable the engines for Performance Manager and Set Analysis.
Note:
To modify the users defined in Dashboard and Analytics Setup, you need to be logged into InfoView as an administrator.
Defining a Dashboard and Analytics system user

Specifying a Dashboard and Analytics system user enables the Performance Manager engine, which end users need for goals.
Note:
The system user must have Administrator rights specified in the Central Management Console (CMC). For information on how to set security rights for Dashboard and Analytics, see the BusinessObjects Enterprise administrator documentation. 1. Go to Dashboard and Analytics Setup > System Setup > System User. 2. In the "System User" section, type Administrator in the "User Name" text box. 3. In the "Password" box, type the password. By default, there is no password for Administrator. It is strongly recommended that you define a password for the Administrator user. See the BusinessObjects Enterprise administrator documentation for information on passwords. 4. To verify that the CMC recognizes the user as a user with administrator rights, click Check.
Note:
If an enterprise authentication error appears, the user name you entered does not have Administrator rights allocated to it in the CMC. You need to either launch the CMC and modify the security profile of the user, or enter a different user name that already has administrator rights in the CMC.
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Dashboard and Analytics system users Defining a Dashboard and Analytics Set Analysis guest user
5. To save the new user, click Apply.
Defining a Dashboard and Analytics Set Analysis guest user

Typically, only a small number of users in a deployment create sets. Most users use existing sets to build metrics when they use Performance Manager. Specifying a Set Analysis guest user enables all valid Dashboard and Analytics users to use sets. End users who do not have a profile to create sets automatically borrow the Set Analysis guest user profile when they open Dashboard and Analytics. The guest user allows users to visualize sets for metric creation and analysis.
Note:
Before you can define the Set Analysis guest user, you need to set a user in the Central Management Server (CMS) that has all of the Set Analysis features enabled. You create the user in the CMS in the Central Management Console. For information on how to do this, refer to the BusinessObjects Enterprise administrator documentation. You need to then create the same user in Set Architect, the Windows setup application designed for Set Analysis. For information on how to set up the Set Analysis guest user in Architect, refer to the Set Architect online help. 1. Verify that the Set Analysis guest user exists on the CMS and has all the Set Analysis features enabled. 2. Verify that the same Set Analysis guest user is defined in Architect. 3. Go to Dashboard and Analytics Setup > System Setup > System User. 4. In the "Set Analyzer Guest User" section, type the guest user name in the "User Name" text box.
Note:
The Set Analysis guest user you type here must also be set up as a guest user in Architect. 5. To verify that the user is a known user, click Check.
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Dashboard and Analytics system users Defining a Dashboard and Analytics Initialization user
Note:
If an enterprise authentication error appears, the user name you entered is not registered as a guest user in Set Architect. If this is the case, you need to launch Architect and create a guest user. 6. To save the new user, click Apply.
Defining a Dashboard and Analytics Initialization user

Specifying the Initialization User allows Dashboard and Analytics to initialize the Dashboard and Analytics servers and create the proxies in the server cache.
Note:
For security reasons, it is recommended that you do not allocate Administrator rights to the Initialization user and that you do not re-use a real user profile. The default user ID is PMUser, defined as a member of the Everyone user group. 1. Go to Dashboard and Analytics Setup > System Setup > System User. 2. In the "Initialization User" section, type in a valid user in the User Name text box. 3. In the "Password" box, type the password. 4. To verify that the user is recognized by the Central Management Server (CMS) as a user with Dashboard and Analytics rights, click Check.
Note:
If an enterprise authentication error appears, this means that the user name you entered does not exist in the CMS. If this is the case, you need to launch the Central Management Console, create the user, and assign that user Everyone rights. You can then return to step 1, above. 5. To save the new user, click Apply.
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Metric universes
Metric universes About metric universes
The data for metrics can be supplied from metric universes built using Designer or from data entered manually using Performance Manager. This section gives you information on: Metric universes Making universes available to users
Note:
For information about entering metrics manually refer to the Performance Manager documentation.
Related Topics
About metric universes Making metric universes available to Dashboard and Analytics users
About metric universes

Metric universes contain the metrics and goals used by Dashboard and Analytics users across a deployment. When you design universes for use with Dashboard and Analytics, you need to follow specific design guidelines to generate metrics. For example, metric universes include a time parameter that allows users to associate values of a specific calendar to the metric they want to analyze. To create a time parameter, you need to define a query condition on a date object.
Note:
The Performance Manager repository allows 34 characters as the maximum length of the universe name. Each time a metric is refreshed, the metric values for the selected calendar are stored in the Performance Manager repository. This lets users analyze metrics over time, and so perform time-series analysis on KPIs.
Note:
On metric universes, aggregates do not need to be defined for measures at the universe level. This lets users apply different aggregate calculations when they build metrics on the measures in Dashboard Builder. However, if you select a metric universe to build an ad hoc query, using Web Intelligence for example, measures are aggregated at the report level and thus slow down the query run time.
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Metric universes Building metric universes
Related Topics
Overview of the Dashboard and Analytics deployment
Building metric universes

You build metric universes using Designer. For step-by-step information on how to build universes and metrics universes see the Designer documentation, available at: http://support.businessobjects.com/documenta tion.
Making metric universes available to Dashboard and Analytics users

Once you have a universe defined in Designer, you need to make the universe available to Dashboard and Analytics users by following these steps: export the universe to the Central Management Server. For step-by-step information on how to export universes see the Designer documentation. add the universe to the Performance Manager repository.
Note:
You build metric universes using Designer. For step-by-step information on how to do this, see the Designer documentation, available at: http://sup port.businessobjects.com/documentation.
Related Topics
Adding a universe in Dashboard and Analytics Setup
Defining connections for universes

A universe is the semantic layer that maps familiar business terms to table structures in a database. Dashboard and Analytics users to select data from universes for metrics and analytics. In order for data to be retrieved for metrics and analytics, a connection to the specific database upon which the universe is mapped is defined in
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Metric universes Adding a universe in Dashboard and Analytics Setup
Designer. For information specifying connections for universes, see the Designer documentation, available at: http://support.businessobjects.com/doc umentation.
Adding a universe in Dashboard and Analytics Setup

Dashboard and Analytics users select source data from universes for metrics and analytics. To make a universe available to end users, you need to add the universe to the Performance Manager repository. When you add a universe, certain elements that Dashboard and Analytics applications need to build the SQL for the metrics are taken from the system database and stored on the Performance Manager repository in the following ci_ system tables: ci_source contains the reference to the universe name ci_subject contains the class names ci_variable contains the names of the objects ci_condition contains the conditions (or query filters)
1. Go to Dashboard and Analytics Setup > System Setup > Universes. 2. Click Add Universe. 3. In the "Add a Universe" panel, select a universe. If the universe does not appear, click the refresh icon next to the "Measure Universe" list box to refresh the list of available universes. The name of the universe and the name of the folder where the universe is located appear in the "Name" and "Folder" boxes. All the connection information is retrieved using the connection server. 4. Click OK. A message appears confirming that the universe has been added successfully.
Updating a universe in Dashboard and Analytics Setup

1. Go to Dashboard and Analytics Setup > System Setup > Universes.
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Metric universes Removing a universe from the Performance Manager repository
2. In "Universe Definition", select the universe you want to update. 3. If there are analytics based on the metrics using the selected universe, activate Update Metrics and Control Charts Definitions. This option, when activated, forces the update of the SQL definitions of each metric according to the latest universe definition. When the option is deactivated, all metric properties are updated except for the SQL definitions. When this option is activated and you update a universe, all of the analytics and metrics based on the selected universe are updated to reflect the new definition of the universe. 4. Click Update The information on the universe in the Performance Manager repository is updated.
Removing a universe from the Performance Manager repository

You can remove universes from the Performance Manager repository.
Note:
If you have metrics or goals based on a universe you want to delete, a message appears proposing to remove these metrics and goals along with the universe itself. 1. Go to Dashboard and Analytics Setup > System Setup > Universes > Universe Definition. 2. Select the universe you want to remove. 3. Click Remove Universe. 4. If metrics and goals refer to the universe, a message appears that suggests that you remove these metrics and goals along with the universe itself. 5. If no warning message appears, click OK. The universe is removed from the Performance Manager repository.
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Metric universes Object metadata in universes
Object metadata in universes

You can view the objects, sets, and filters on metrics universes once you have pushed the universe to the Performance Manager repository. You can check that any changes you have made to a universe are reflected in the pushed universe on the Performance Manager repository. You can: view the measures and dimensions to verify the SQL for the measures on universes. view the conditions and subsets to see the descriptions of conditions (or query filters) and subsets.
Note:
If you notice anything incorrect, you can open the universe using Designer, and then make the necessary corrections. Information this is provided in the Designer documentation at http://support.businessobjects.com/documenta tion.
Viewing universe measures and dimensions

1. Go to Dashboard and Analytics Setup > System Setup > Universes > Universe Definition. 2. Select the universe you want to verify. 3. The next step depends on what type of objects you want to view on the universe: If you want to view metadata for measures and dimensions, select Measures & Dimensions. If you want to view conditions (query filters) or subsets, select Conditions & Subsets. The objects on the selected universe appear in the Available objects list. 4. To view details of an object select the object in the "Available objects" list. The following information appears:
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Metric universes Object metadata in universes
Field
Description
"Temporal"
If the value here is Yes, the selected dimension or measure is set-based. A temporal measure is a measure that used against time-based sets, as well as static sets and enterprise calculations. If the value is Yes, the selected dimension or measure is set-based and can be used in a list.
Note: In order for an object to be made available for a list, the LIST=N tag needs to be typed into the "Description" field of the object properties dialog box, using Designer. Objects that have a lot of data associated with them may not be suitable for use in lists, since lists can be very long and take time to generate. For more information about designing universes, see the Designer documentation at: http://sup port.businessobjects.com/documentation.
"Appear in list"
"Format"
Provides the number format for the metric as defined for the measure at the universe level, using Designer. Provides the aggregation function applied to the object at the universe level, using Designer. For example: SUM and MIN. The aggregation functions applied to the selected object depend on the source database. To see the aggregation calculations applied, view the ci_ag gre table on the Performance Manager repository. The table lists all the aggregation functions you can use and gives their help function. For detailed information on each aggregation function, see the Terms and concepts section.
"Aggregation"
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Metric universes External metric refresh
Field
Description
Contains the description from th euniverse level. When designing universes for Dashboard and Analytics, the object "Description" field can be used to inform the Dashboard and Analytics server that an object has an aggregate function applied at the universe level. This prevents users from being able to select an additional aggregate function when they build metrics on that object using Dashboard Builder. For information about designing universes for Dashboard and Analytics, see the Designer documentation. The SQL select statement used to retrieve the data for the measure from the database.
"Description"
"SQL"
External metric refresh

A metric can have one of two refresh types, "Independent" or "External" refresh, that is applied in the metric's properties in Performance Manager. An Internal refresh can be refreshed using the metric engine, however it requires a link to a database supported by the metric engine. If you have a database or database connection that is not supported by the metric engine, you need to use the external refresh to delegate the refresh of the metric to an external process. To be able to create a metric with an external refresh, you need to connect to a metric universe that has no executable_sql statement and have modifications made to the ci_probe_values table after the metric is created. The entire process for configuring an external metric refresh is available in the BusinessObjects deployment documentation.
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Configuring an external metric refresh

This procedure contains steps that require Administrator permission. For these steps, if you do not have the proper permissions, contact your Business Objects administrator. 1. In Designer in an existing or new universe, create a new measure that contains no executable_sql statement, and export it to the Central Management Server. 2. In Dashboard and Analytics Setup, push the universe to the Performance Manager repository. 3. Create a metric based on the new measure and in the "Refresh Type" category, activate External refresh. 4. In the Performance Manager repository database execute the following SQL statement in the probe_id: Select * from ci_probe where probe_id=<your id> Select * from ci_probe_value where probe_id=<your id>
Note:
The ci_probe_value is initially empty. 5. Populate the ci_probe_value table with relevant data. The following table is an example of a ci_probe_value table containing populated data:
probe_id 71 71 peri od_type 101 101 peri od_date 5/1/2000 6/1/2000 probe_dim_id dim_key 0 0 0 0 probe_val ue 1162796 1515285
6. Populate the following columns in the ci_probe table (all other columns are updated when the metric is created): end_date- 6/1/2000
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where the date is 6/1/2000 until you have populated the data in ci_probe_value table. In the following example the column tells the user at what time the metric was refreshed. refresh_date- 11/15/2006 4:47:01 PM 7. Save your changes. 8. Restart all of the AA processes. 9. In Dashboard and Analytics, create an analytic and choose the newly created metric. The external metric refresh data now appears.
Related Topics
Adding a universe in Dashboard and Analytics Setup Updating a universe in Dashboard and Analytics Setup
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Sliced metric dimensions
Sliced metric dimensions What are dimensions and sliced metrics?
Dimensions enable you to create sliced, or dimensioned metrics. A metric is sliced when it is divided into separate slices of data to enable a more detailed analysis. For example, a Sales Revenue metric can be sliced by the Country dimension, so that the revenue can be analyzed by individual countries or cities, depending on the number of slices available.
What are dimensions and sliced metrics?

You obtain slice of data by applying a dimension to a metric. When you refresh a sliced metric, a value is calculated for each distinct value of the associated dimension. For example, when you refresh the Sales Revenue sliced by the Country dimension, sales revenue is calculated and returned for each country in the metric universe. Metrics can be sliced on different dimensions for display or security reasons. For example, a large organization can slice a metric and restrict access to specific slices, so that employees can only view data related to a specific activity. The organization can apply an additional slice to the metric for geographical area, so that employees can only view data related to a specific region. The result is a single metric with two slices, whose refresh returns different data depending on the activity and geographical location of the employee. Sliced metrics allow users to drill down on individual segments of data, providing them with a more detailed look at the data that interests them.
Access restrictions on sliced metrics

Dimensions can be associated with specific user profiles so that users can only view certain slices of data. This could be useful in an extranet situation, or when different departments in a company need to see different slices of a specific metric by product line, or region, for example.
Related Topics
Editing the user association of a dimension
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Sliced metric dimensions Where are dimensions defined?
Where are dimensions defined?

Before you create a sliced metric, you must define dimensions in the metric universe using Designer. When you create a sliced metric by applying a dimension to a metric, the total value of the metric is calculated, as well as an individual value for each slice (for each dimension value).
Tip:
For information on defining dimensions on universes, see the Designer documentation available at: http://support.businessobjects.com/documenta tion. When a sliced metric is calculated, two SQL statements are executed: a statement for the total value of all slices of the metric a statement that includes a GROUP BY statement based on the dimension that returns a distinct result for each slice, for each value of the dimension object For example, if you create a dimension object for product line on the Revenue metric, refreshing the metric executes one SQL statement to calculate total revenue, and one SQL statement with a GROUP BY statement on the product line object, resulting in the display of revenue for each product line. The slice values are written to the Performance Manager repository:
Repository table Information stored about sliced dimensions
ci_probe_dim stores the name and description of the sliced dimension. stores the list of slices generated for the dimension. Each row returned corresponds to an individual slice and is alci_probe_dim_val located an ID. An additional row is returned whose ID is ue 0 and whose value corresponds to the all value of the metric.
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Sliced metric dimensions Creating a dimension
Repository table Information stored about sliced dimensions
stores the actual value of the metric for each distinct slice ci_probe_val for the defined time period. ue Note:
No row is created for a slice that returns no data.
Note:
Since values are returned for each slice and stored in the Performance Manager repository, Business Objects does not recommend creating a sliced metric on a dimension with a large number of distinct values. A dimension for use on a metric is typically built using two dimensions defined in the universe: dimension code: a short name used for the GROUP BY clause and joins dimension description: the long name used in displaying the slice
Creating a dimension
Before you define a dimension, you must: Create a dimension object on the metric universe in Designer. See the Designer documentation. Save and export the metric universe. See the Designer documentation. Update the metric universe in Dashboard and Analytics Setup > System Setup > Universes tab. See the information on metric universes in the Dashboard and Analytics Setup documentation.
Note:
Since values are returned for each slice and stored in the Performance Manager repository, Business Objects does not recommend creating a sliced metric on a dimension with a large number of distinct values. 1. 2. 3. 4. Go to Dashboard and Analytics Setup > System Setup > Dimensions. Click Add. In the Create Dimension panel, type a name for the new dimension. To define a sliced metric for this dimension, click Yes, I want to create sliced metrics on this dimension and select objects.
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5. Click Next. 6. If the dimension has a sliced metric, click Refresh to list all the slices in your dimension, then Next. The slice names and slice codes are listed. You can also change the title of the dimension in this panel. 7. Select a dimension association and click Next. When you create a dimension, you are creating an association for the dimension that dictates which users can access the slices or personale the content of an analytic.
Related Topics
Configuring a dimension association Sliced metrics for a dimension
Sliced metrics for a dimension

To configure a dimension using a sliced metric: 1. In Dashboard and Analytics Setup > System Setup > Dimensions, click Add. 2. In the "Create Dimension" panel, click Yes, I want to create sliced metrics on this dimension. 3. Select a data source from the "Subject Area" list. 4. Select the universe object to use for the dimension name from the "Object for dimension name" list. This name is typically a long name that helps you identify the individual slices. 5. Select the universe object to use for the dimension code from the "Object for dimension code" list. This object is typically a numeric key or shortened name used for the group by and joins. 6. In the "Global slice name" text box, type a name that refers to the set of all slices of the metric. For example, if you are slicing on regions, you name the global slice All Regions.
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Related Topics
Creating a dimension
Configuring a dimension association

An association dictates which users can access which slices. You can use an association to personalize the content of an analytic (to show only the data that interests the user) or to secure sliced metrics (by limiting the data that different users or groups of users can access). 1. 2. 3. 4. Go to Dashboard and Analytics Setup > System Setup > Dimensions. Click Add. In the "Create Dimension" panel, define the dimension name. Click Next.
Note:
If you are using a sliced metric for the dimension, you first refresh the sliced metrics and then you are asked to select the association. 5. Select one of the available association types and Click Next. Select None for now if you want to create slices and associate them to users at a later time.
Note:
You can use this option only if the dimension is based on a sliced metric. Select Manually, by importing users from the Business Objects repository to search for users in the repository. Select Read from a database to import users from a Business Objects universe.
Related Topics
Sliced metrics for a dimension Creating a dimension
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Importing users from a universe to secure dimension

This process shows you how to import users from a universe to create an association on a dimension. 1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Click Add to create a dimension. 3. In the "Create Dimension" panel, you define the dimension name, click Next. 4. Select Read from a database and click Next. 5. Select the universe containing user information from the list. If necessary, click Refresh to refresh the list of available databases. 6. From the "Object for User Name" list, select the universe object (the database column) that contains the user name. 7. From the "Object for Dimension Name" list, select the universe object to use for defining the dimension name. 8. From the "Object for Dimension Code" list, select the universe object to use for defining the dimension code. 9. Do one of the following: Click End to confirm the user import from a universe. Click Previous to return to earlier screens. Click Cancel to cancel the dimension creation.
Manually importing users from the Business Objects repository to secure dimensions
This process shows you how to manually import users to create an association on a dimension. 1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Click Add to create a dimension. 3. In the "Create Dimension" panel, you define the dimension name, click Next. 4. Select Manually, by importing users from the Business Objects repository and click Next.
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Sliced metric dimensions Editing a dimension
5. If you did not activate Yes, I want to create sliced metrics on this dimension in the first Create Dimension panel, you can provide a list of slices to use with the association. Click Add and enter the slice name and code. You can also edit existing slices in the list by clicking Edit Slice. When you finish selecting slices, click Next. 6. To select the users who only have limited access to the dimension, enter character strings into the "Search" text box and click Go. 7. From the "Available Users" list, select the users for which you want to create an association, and use the arrows to enter them into the list of "Selected User"s. 8. Click Next. 9. If you want slices for a user in the "Available Users" list, select the user and activate Visible next to the slice name. You need to do this action for each user. Activate Select All Values to check the visible box for all slices.
Note:
The global slice counts as a separate slice. 10. For each user in "Available Users" list, identify the default slice by activating Default. 11. Do one of the following: Click End to confirm the manual user import. Click Previous to return to earlier screens. Click Cancel to cancel the dimension creation.
Editing a dimension
You can edit the definition of a dimension, or simply edit the user association of a dimension. 1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Select a dimension from the list and click Edit. The Update Dimension window appears. 3. Optioinally, you can modify the dimension name and the global slice name. All other boxes are grayed out. 4. Click Next.
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Sliced metric dimensions Editing a dimension
5. Optionally, click Refresh to list all the slices in a dimension, or change the name of the dimension. The slice name sand slice codes are listed. 6. Click Next. In the next screen, you have the option of editing the association defined for the dimension. An association dictates which people can access which slices. Use an association to personalize the content of an analytic, or to secure sliced metrics by limiting the data that different users or groups can access. 7. Choose an association option. An association dictates which users can access which slices. You can use an association to personalize the content of an analytic (to show only the data that interests the user) or to secure sliced metrics (by limiting the data that different users or groups of users can access). 8. Do one of the following: Click End. Click Previous to return to earlier screens. Click Cancel to cancel the dimension edit.
Related Topics
Editing the user association of a dimension Configuring a dimension association
Editing the user association of a dimension

An association dictates which users can access which slices. You can use an association to personalize the content of an analytic (to show only the data that interests the user) or to secure sliced metrics (by limiting the data that different users or groups of users can access). If you did not define an association when you created the dimension, you can edit the association later. 1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Select the dimension from the list of available dimensions. The dimension's current associations are listed in the bottom pane (if you did not define associations for the dimension, this pane is empty). The
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Sliced metric dimensions Removing a dimension
pane displays the user associated to each slice, and the slice name and slice code of the slice to which the user is associated. 3. Choose an association option: An association dictates which users can access which slices. You can use an association to personalize the content of an analytic (to show only the data that interests the user) or to secure sliced metrics (by limiting the data that different users or groups of users can access). 4. Do one of the following: Click End. Click Previous to return to earlier screens. Click Cancel to cancel the dimension edit.
Related Topics
Configuring a dimension association
Removing a dimension
1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Select the dimension from the list. 3. Click Remove.
Applying a secured dimension to a data source

For each data source subject you can choose a dimension to use for individual security. Individual security enables you to limit what users see based on a specific dimension. Once you create dimensions, you can select a dimension for each data source on which you want to apply Individual security. The dimension you select, along with its associations, are applied as the secured dimension of the data source, and dictate which data individual users can access. 1. Go to Dashboard and Analytics Setup > System Setup > Dimensions. 2. Click Individual Security Setup at the bottom of the page.
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Sliced metric dimensions Sliced metrics
The "Individual Security" window appears. 3. In the "Subject" pane, select the data source on which you want to apply a secured dimension. The available dimensions for the selected data source are listed in the "Secured Dimension" pane. 4. Select the dimension with which you want to secure the data source. 5. Click OK.
Sliced metrics
Once you have created dimensions, you can slice metrics on them. To create a sliced metric, go to Performance Manager > Metrics .
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Sliced metric dimensions Sliced metrics
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Analytics calendars
Analytics calendars Calendar properties
Most metrics are measured against a timeline, so you must create calendars against which you can calculate metric values. You can create the calendars based on the following types of periods: calendar periods custom periods imported periods
Calendars created on this page are used to create and calculate metrics, sets and control charts. Calendars are stored in the Performance Manager repository. The calendar name is stored in the ci_series table and the calendar's definition (its dates and periods) are stored in the ci_period table.
Calendar properties
Use the "Calendar Properties" panel to define the first day of the week or year and to specify whether weekend days are included in the calendar definitions. Calendar properties apply to all calendars you create. Go to Dashboard and Analytics Setup > Time Config and click Options. The Calendar Properties panel appears.
Note:
If no calendars have been created, all fields are blank. Once a calendar is created, the properties cannot be modified. The "Calendar Properties" panel contains the following options: First day of the week Select the day on which to start the weekly grain period. For example, if the review period is Wednesday to Tuesday, define a week as beginning on Wednesday. First week of the year Select the first week of the calendar year. Define the first week of the year as the week in which January first falls, or the first week whose days are all in January. Weekend days Select the days that the calendar skips systematically as weekend days.
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Analytics calendars Adding a calendar
Note:
Once you have defined calendars based on the calendar properties, the options cannot be changed. You can edit the calendar properties if no calendars rely on them.
Calendar granularity
A calendar's granularity is the scale on which the periods are defined. Granularity is said to be fine if the detail is low-level. Daily is the lowest possible level of granularity, therefore the shortest time span on which a calendar can be based.
Adding a calendar
Before you create calendars, you need to define the calendar properties that apply to all your calendars. 1. In Dashboard and Analytics Setup > Time Config > Calendar, click Add. The "Add a Calendar" window appears. 2. In the "Name" section, enter a name, and optionally, a description of the calendar. The name of the calendar is stored in the Performance Manager repository ci_series table. 3. In the "Type of periods" section, select one of the following: Calendar to support calendar periods. If you select "Calendar", select an interval and specify the beginning and end dates. Custom to support custom periods. Imported to support imported periods.
4. If you select "Calendar" or "Custom", configure the calendar span. 5. Select the period display. 6. Click OK to save the calendar.
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Creating a custom period calendar

Custom periods are non-standard, but consistent blocks of time, like every 3.5 weeks, every eight months, every four days. 1. Go to Dashboard and Analytics Setup > Time Config > Calendar. 2. Click Add. The "Add a Calendar" window appears. 3. Select Custom. 4. Type a number corresponding to the size of the interval. For example, 1 for every day or every month, 2 for every other week, 3 for every three weeks. 5. Select an interval type. 6. Optionally, activate Skip weekend days if your custom calendar omits Saturdays and Sundays. 7. Optionally, activate Skip, then define the days off by clicking days off, if the custom calendar omits specific days. If you activate days off, the "Selected days off" panel appears. Select the days to omit from the calendar, and click Add to include them in the list of days off. The days off you indicated are stored in the ci_days_off table in the Performance Manager repository. 8. Return to the topic "Adding a Calendar" to finish the calendar.
Related Topics
Adding a calendar Analytics calendars Calendar span
Importing a calendar
Imported periods can be non-standard and inconsistent blocks of time. You can import a calendar stored in a .csv file. Only the following analytics support custom calendars: speedometers, traffic lights and interactive metric trends. 1. Go to Dashboard and Analytics Setup > Time Config > Calendar. 2. Click Add.
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The "Add a Calendar" window appears. 3. Select Imported. 4. Do one of the following: Click Browse next to the "Document" text box to navigate to a csv file. In the "Document" text box, type the path to a .csv file. 5. Select the format of the dates in the .csv file. 6. Optionally, activate First row contains column header to indicate that the first row of the .csv file you have imported contains column header text. You can generate the .csv file format using a text editor or Microsoft Excel. To create a .csv file for import, use the following guidelines:
Name of entry in Order within the Description file file Unique across all existing time periods, for example F2000-Q1 Data type
Period name*
Char(35)
Begin date* End date*
2 3
Date when period begins date format Date when period ends date format
* indicates mandatory columns In addition to the mandatory columns, you can define the following components of dates using the following standard formats:
Name of entry in Order within the Example file file Year Quarter Month 4 5 6 FY1998 Q2 07 Data type Char(35) Char(35) Char(35)
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Name of entry in Order within the Example file file Week 7 FW05 F1998-Q2 F1998-07
Data type Char(35) Char(35) Char(35)
Quarter and Year 8 Month and Year 9
Date Prior Year
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(year-to-year comparison, beginning on same period date format last year)
Note:
You must use a carriage return (Enter) after the last line of data in the .csv file.
Example: The following is an example of a Fiscal Months custom calendar imported as a .csv file:
---------------------------------------F2002-01,12/31/2001,2/3/2002,FY2002,Q1,1, ,F2002Q1,F2002-01 F2002-02,2/4/2002,3/3/2002,FY2002,Q1,2, ,F2002-Q1,F200202 F2002-03,3/4/2002,3/31/2002,FY2002,Q1,3, ,F2002Q1,F2002-03 F2002-04,4/1/2002,5/5/2002,FY2002,Q2,4, ,F2002-Q2,F200204 F2002-05,5/6/2002,6/30/2002,FY2002,Q2,5, ,F2002Q2,F2002-05 ----------------------------------------
Selecting period display options for a calendar

1. Go to Dashboard and Analytics Setup > Time Config > Calendar. 2. Click Add, or Edit for an existing calendar. 3. In the "Show" list, select the part of the period you want to display: First Day of Period
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Last Day of Period If you selected Imported in the "Type of Periods" section, select Period name.
4. If you selected First Day of Period or Last Day of Period, select the display format from the "Format" list. The list of formats includes standard date display formats and a custom format that you can define in the box below the "Format" list. 5. Click OK to save your changes or continue to edit the calendar options.
Related Topics
Adding a calendar Editing an existing calendar
Calendar span
In Dashboard and Analytics Setup > Time Config > Calendars > Add, set a calendar span. The setting applies to "Calendar" and "Custom" periods. The "From" period is the first period from which data is available. The "To" period is typically set in the future. Extend this period as needed depending on the grain of the calendar. For example, if you have a three-year sales revenue goal you can extend the calendar three years in the future. However, if you have a finer-grain calendar (daily, for example) you can to extend it one month at a time into the future.
Defining the span for a calendar based on Calendar periods
In the "From" section, select the first period of calendar. In the "To" section, select the last period of the calendar.
Defining the calendar span for a calendar based on custom periods
In the "From" section, select the first period of calendar, the number of periods for which the calendar should run, and in the "To" section, select the last period of the calendar.
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Analytics calendars Editing an existing calendar
Note:
Business Objects does not recommend extending calendars too far into the future, since this adds data to the calendar table in the Performance Manager repository. Instead, revise the calendar.
Related Topics
What is a grain? Calendar granularity
Editing an existing calendar

1. Go to Dashboard and Analytics Setup > Time Config > Calendar. 2. Select the calendar you want to edit. 3. Click Edit. The "Edit an existing calendar" window appears. 4. You can change the name and description. 5. In the "Type of periods" section, select one of the following: Calendar to support calendar periods. If you select "Calendar", select an interval and specify the beginning and end dates. Custom to support custom periods. Imported to support imported periods.
6. If you select "Calendar" or "Custom", configure the calendar span. 7. Select the period display. 8. Click OK to save the calendar.
Related Topics
Calendar span Creating a custom period calendar Importing a calendar Selecting period display options for a calendar
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Analytics calendars Deleting an existing calendar from the repository
Deleting an existing calendar from the repository

Before you remove a calendar, you must first remove any metrics that use the calendar in their definitions. 1. Go to Dashboard and Analytics Setup > Time Config > Calendar. 2. Select the calendar you want to delete from the list. 3. Click Remove.
Moving averages in calendars

Moving average is a method of calculating the average value of an indicator, over a period of time. In some time series, seasonal variation is so strong it obscures trends or cycles. Use moving averages as a smoothing method to remove seasonality and make long-term fluctuations in the series stand out more clearly. Use moving averages for forecasting.
Note:
All the moving average methods are externalized in the stats.ini file, which can be customized.
Applying a moving average transformation to a calendar

You can apply moving averages to calendars. When you create a metric based on a calendar that has a moving average associated to it, the data points are smoothed according to the selected moving average calculation. 1. Go to Dashboard and Analytics Setup > Time Config > Moving Average. The "Moving Average Transformation" page appears. 2. Select a calendar from the "Calendar Name" list. The average calculation you select is applied each time you select the calendar for a metric.
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Analytics calendars Moving averages in calendars
Depending on whether you select a daily, weekly, or monthly calendar different moving average transformations are listed in the "Available Transformations" list. 3. From "Available Transformations", click the moving average you want to associate to the selected calendar. 4. Click the >> button. The moving average is added to the "Defined Transformations" list. 5. Click Add, then OK. The selected moving average is added to the transformation page. The next time you apply the calendar to a metric, the moving average calculation is applied to the data series.
Related Topics
Moving averages in calendars
Moving averages explained

What is the moving average?
In data analysis, you use the moving average to calculating the average value of an indicator, over a period of time. In some time series, seasonal variation is so strong it obscures any trends or cycles, which are very important for the understanding of the process being observed. Moving average may be used as a smoothing method that removes seasonality and makes long-term fluctuations in the series stand out more clearly. It may also be used for forecasting purposes.
Moving average transformations

Transformation Use
MA 2x12
If your time series is monthly, use the MA 2x12 to remove the seasonality.
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Transformation
Use
MA 2x24, MA 2x36
If a stronger "seasonality filter" is required, use MA 2x24 or MA 2x36 for monthly series. Also known as a double moving average, this moving average that is taken of a series of data that already represents the result of a moving average.
MA 3x3, MA 3x9, MA 3x5
MA exponentially weighted
A moving average transformation. Hendersons MA is another centered symmetric weighted moving average method. The 5- and 7-point averages are used for Quarterly series. The 9-, 13-, and 23-point averages MA henderson 9-pt, are used for Monthly series.
13-pt, 23-pt Note:
All the moving average methods are externalized in a file (Stats.ini) that can be customized.
MA linearly weighted MA linearly weighted center
MA same months
This same months moving average method uses a fixed-interval time window but with non-continuous data points. It is useful on seasonal data for smoothing or forecasting purposes.
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Transformation
Use
MA spencer 15-pt, 21-pt
The Spencers weighted moving average is an approach to computing a moving average that will compensate for a cubic trend in the data. It consists of two averages, one for 15 periods and the other for 21 periods. Spencers weights are centered and symmetric.
Related Topics
MA exponentially weighted MA linearly weighted MA linearly weighted center
A moving average transformation. An MA exponentially weighted transformation finds the number of points parameter required. The smoothing constant parameter is required: Less than 1 weights current data more heavily Equal to 1 weights every points identically (same as simple MA) Greater than 1 weights old data more heavily The Single exponential smoothing (SES) forecast can be expressed as a weighted moving average that applies exponentially decreasing weights to the data, as the observations get older. Thus it is called exponential smoothing. The next period forecast is then: Ft+1 = aYt+a(1 - a)Yt1 + a(1 - a)Yt2 + a(1 - a)Yt3 + + a(1 - a)^ t1 Y1+a(1 - a)^ t F1 where a is a constant between 0 and 1, and F1 is the initial value that usually is given the value of Y1. As a guide in choosing a, try values close to 0 if the series has a lot of random variation. If you wish the forecast values to depend strongly on recent changes in the actual values, try values close to 1.
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MA linearly weighted
A moving average transformation. You use a weighted moving average to give more weight to current data. Weights can be calculated automatically using a function. The weight function for a Linearly weighted MA is defined as: W(p)=(2/n(n+1)) p where p is the sequence of the data points in the moving window ranging from 1 to n. The weights must sum to a value of one. The weight function for a exponentially weighted MA is defined as: W(p)=power(a,n-p) where a is the smoothing constant and p is the sequence of the data points in the moving window ranging from 1 to n. Smoothing constants less than 1 weigh recent data more heavily. A smoothing constant of 1 gives equal weight to each point. If the smoothing constant exceeds 1, older data are weighted more heavily than recent data.
MA linearly weighted center

A moving average transformation. A centered weighted moving average, also known as a double moving average, is a moving average that is taken of a series of data that already represents the result of a moving average. With a centered weighted moving average, the majority of the weight is assigned to the middle portion of the data. A centered weighted moving average is useful to de-seasonalize the data. If your time series is quarterly, use the MA 2x4. If stronger seasonality filters ? are required, use MA 2x8 or MA 2x12 for quarterly series.
MA centered
A moving average transformation.
Related Topics
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What is single exponential smoothing?

Single exponential smoothing (SES) is a forecasting method that works best for data which have no trend, no seasonality, or underlying pattern. It takes the forecast for the previous period and adjusts it using the forecast error. If Yt is the actual observation for period t and Ft is the forecast for the same period, then the forecast for the next period is: Ft+1 = Ft+a(YtFt) where a is a constant between 0 and 1. An SES analytic is based on the time series system universe. The SES weight function is built into the universe. The end user can try different values of the smoothing constant in order to find the best one.
Related Topics
Removing a moving average transformation from a calendar

1. Go to Dashboard and Analytics Setup > Time Config > Moving Average. The "Moving Average Transformation" page appears. 2. From the "Calendar Name" list, select the calendar from which you want to remove the moving average. Any transformations applied to the selected calendar appear in the "Defined Transformations" list on the right. 3. Select the transformation you want to remove, and then click the << button. A prompt asks you if you want to delete the selected transformation. 4. Click OK. The transformation is removed from the calendar.
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Analytics calendars Difference calculations in calendars
Difference calculations in calendars

What is differencing?
Differencing is a popular and effective method of removing trend from a time series in analytics that analyze metric trends. This provides a clearer view of the true underlying behavior of the series. A stationary time series is one whose statistical properties such as mean, variance, and auto-correlation are all constant over time. Most business and economic time series are far from stationary when expressed in their original units of measurement, and even after deflation or seasonal adjustment they will typically still exhibit trends, cycles, random-walking, and other non-stationary behavior. To make the series truly stationary, it is often necessary to transform it into a series of period-to-period and/or season-to-season differences or changes. The Metric Trend analytic uses differencing to calculate Change or Percent change, and show it in a Web Intelligence report. Differencing transformations include Annual difference, Adjacent-point difference, Difference, and Difference of difference. To make the series truly stationary, it is often necessary to transform it into a series of period-to-period and/or season-to-season differences or changes.
Differencing calculations
The following differencing calculations are available:
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Difference TransforDescription/Application mation
Annual Difference
Useful for seasonal data when you want to analyze the difference between results for the same period for two different years. For example, if the calendar is monthly, you could calculate the difference between sales in December 2004 and December 2003.
Useful if you want to compare results for two adjacent periods. For example, if the calendar is Adjacent-pt Difference monthly you could calculate the difference between March and February. The standard difference transformation, for which you can specify the lag of your choice. For example, to analyze the difference between results over six periods using a monthly calendar, you could specify a 6pt lag, which would give you a comparison of results every six months. The standard difference of difference transformation, for which you can specify the lag of your choice. Difference of difference smooths trends, because first it calculates a difference and then it uses the variants that result from that calculation to calculate a second difference transformation.
Difference
Difference of Difference
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Associating a differencing transformation to a calendar

Differencing is a popular and effective method of removing trend from a time series. Differencing provides a clearer view of the true underlying behavior of the series. 1. Go to Dashboard and Analytics Setup > Time Config > Difference. The "Difference Transformation" page appears. 2. Select a calendar from the list. The differencing calculation you select will be applied each time you select the calendar for a metric. 3. From "Available Transformations", click the differencing you want to associate to the selected calendar. 4. Click the >> button. 5. The differencing is added to the "Defined Transformations" list. 6. Click Add, then OK. The selected differencing is added to the transformation page. The next time you apply the calendar to a metric, the differencing calculation is applied to the data series.
Related Topics
Differencing calculations
Removing a differencing transformation

1. Go to Dashboard and Analytics Setup > System Setup > Difference. The "Difference Transformation" page appears. 2. From the "Calendar Name" list, select the calendar from which you want to remove the differencing. Any transformations applied to the selected calendar appear in the "Defined Transformations" list on the right.
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Analytics calendars Rollups in calendars
3. Select the transformation you want to remove, and then click the << button. A prompt asks you if you want to delete the selected transformation. 4. Click OK. The transformation is removed from the calendar.
Rollups in calendars
Rollups are used to aggregate metrics according to the chosen packaged transformation. A moving sum (also called Time rollup) is a method of calculating the sum of an indicator within a moving time window, which can be a fixed-interval such as Rolling 12 months or a changing interval such as Year-To-Date. A Rollup compare analytic uses moving sum methods. Rollups create subtotals that roll up from the most detailed level to a grand total.
Rollup calculations
The following rollup calculations are available:
Rollup Transformation Actual Data Description/Application The default setting, which does not apply any rollup transformation to the data. Calculates the sum of an indicator, within a moving time window that is a fixed-interval like rolling 12 months. Calculates the sum of an indicator, within a moving time window that is a changing interval like quarter-to-date or year-to-date. Calculates the sum of an indicator, within a period like all quarter or all year.
Rolling Period
Origin to Date
All Period
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Applying a rollup transformation to a calendar

When you create a metric based on a calendar that has a rollup associated to it, the data points are smoothed according to the selected rollup calculation. 1. Go to Dashboard and Analytics Setup > Time Config > Rollup. The "Rollup Transformation" page appears. 2. Select a calendar from the list. The rollup calculation you select is applied each time you select the calendar for a metric. 3. From "Available Transformations", click the rollup you want to associate to the selected calendar. 4. Click the >> button. The rollup appears in the "Defined Transformations" list. 5. Click Add then click OK. The selected rollup is added to the transformation page. The next time you apply the calendar to a metric, the rollup calculation is applied to the data series.
Related Topics
Rollup calculations
Removing a rollup transformation from a calendar

1. Go to Dashboard and Analytics Setup > System Setup > Rollup. The "Rollup Transformation" page appears. 2. From the "Calendar Name" list, select the calendar from which you want to remove the rollup. Any transformations applied to the selected calendar appear in the "Defined Transformations" list on the right. 3. Select the transformation you want to remove, and then click the << button. A prompt asks you if you want to delete the selected transformation. 4. Click OK.
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The transformation is removed from the calendar.
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Rules templates
Rules templates About rules and rules templates
You can choose standard rules templates that end users use to define their own business rules in Performance Manager. Administrators can edit the standard rules templates to define custom templates suited to the specific needs of the enterprise.
Note:
For information on how end users can define business rules, consult the Performance Manager documentation.
About rules and rules templates

Rules templates save end users time when they build rules in Performance Manager to handle specific events. For example, users could create a rule that states that when a specific metric is refreshed, if its current value is below a certain figure, then the Dashboard and Analytics server sends an email to the person responsible for that metric so they can take the necessary action.
Rule components
A rule has three components: an event a process that occurs on the Dashboard and Analytics server (for example, a metric or set refresh, a control chart refresh), or a process that occurs in an external application (for example, a new case logged into a customer complaints transactional application). a condition an "if" statement you specify (for example, "If sales revenue is below $ x..."). an action the process you want the Dashboard and Analytics server to launch when the event you selected is met by the condition you stated (for example, "...send an email to x").
The "Generic rule" template shipped with Dashboard and Analytics Setup includes these three components. As an administrator, you can customize this template to provide more specific choices to end users for the event, condition, and action. This means that when end users build a new rule, they can select from a list of options that is appropriate to their needs.
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Rules templates
The following rules templates are available in Performance Manager: Rules templates Description
Generic rule
The basic rules template, which includes an Event, Condition, and Action field that you can modify. A rules template based on a schedule, which is useful for creating scheduled rules. An example of how to customize the generic rule to create a rule that schedules the generation of a list. An example of how to customize the generic rule template to generate an alert. An internal template used to produce alerts based on goals in Performance Manager.
Scheduled generic rule
Schedule List
Alert when a threshold is reached
IPM Template
Note: Do not delete this template if you want to build events based on goals.
As an administrator, you can customize these rules templates (with the exception of the IPM Template) so that when users build a new rule, the choices for the event, condition, and action available to build that new rule are adapted to their needs.
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What makes up a rules template?

Rules templates are made up of three components: "Template Name" You can give the name of your choice to a custom template. For example: 'Send an email to Customer Services' "Rule Description" The description displays the condition that defines the rule. For example, the "Generic rule" template includes the following description: On this <e> if <c> <a> The text strings and tags in the rule are interpreted as follows: On this <events> if <a condition is met> <do actions> When a user selects the template in Performance Manager, the event, condition, and action tags in the template appear as hyperlinks. Clicking the hyperlinks activates graphical lists and function options that end users can use to build a specific rule. It is these lists and function options that you can limit or modify as an administrator. "XML Text" The XML syntax defines the rule. For example, the "Generic rule" template includes the following XML text: <TRIGGER><_1/></TRIGGER> <CONDITION><_2/></CONDITION> <ACTION><_3/></ACTION> The <TRIGGER>...</TRIGGER> tags specify the event, the <CONDI TION>...</CONDITION> tags specify the condition, and the <AC TION>....</ACTION> tags specify the action. As a user builds a rule, the appropriate XML string is added between each set of tags.
Related Topics
Rules templates
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Rules templates Creating and editing rules templates
Creating and editing rules templates

Administrators can edit the standard rules templates to define custom templates suited to the specific needs of the enterprise.
Note:
Instead of creating a rules template from scratch, you can duplicate an existing template and then edit it.
Creating a rules template

As an administrator, you can modify the default rules templates in Performance Manager. 1. Go to Dashboard and Analytics Setup > Parameters > Rules. 2. Click New. 3. In the "Template Edition" panel, type a name for the rule in the "Template Name" text box. 4. In the "Rule Description" text box, type the text strings you want to appear. 5. Click the arrow next to the "Insert Description Link" box to add the functions you want users to be able to specify for the rule. For example, a description contains a mix of text strings and functions, where the functions appear in <> brackets: On this <e> if <c> <a> results in the following three hyperlinks appearing when users select the template for a business rule: On this events if a condition is metdo actions The following table provides a description of each type of hyperlink you can include in the description:
Link events schedule Tag <e> <s>
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Rules templates Creating and editing rules templates
Link metric refresh set refresh named event control chart refresh a condition is met a metric a value do actions raise an alert send an email define a list generate an event refresh a report generate a URL refresh a metric launch an application execute sql refresh a control chart feedback
Tag <q> <t> <o> <d> <c> <p> <v> <a> <w> <m> <l> <n> <k> <u> <x> <j> <i> <b> <f>
6. To modify the XML text, click the arrow next to "Insert XML Tag", and then click the tag you want to insert.
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Rules templates Duplicating a rules template
7. To validate the syntax, click Parse. The XML syntax is checked. If there is an error in the syntax, a message notifies you of the error. 8. Click OK. The modified template is now available to end users when they define business rules in Performance Manager.
Editing a rules template

You can edit rules templates as end users' needs evolve. 1. Go to Dashboard and Analytics Setup > Parameters > Rules. 2. Select the template you want to modify. 3. Click Edit. The "Template Edition" window appears. For information on the template properties, see the topic on creating rules templates.
Related Topics
Duplicating a rules template

Instead of creating a rules template, you can duplicate a rules template you have already customized, and then rename and edit it. 1. Go to Dashboard and Analytics Setup > Parameters > Rules. 2. Select the template you want to duplicate. 3. Click Duplicate.
Related Topics
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Rules templates Deleting a rules template
Deleting a rules template

When you delete a rules template, it is no longer available to end users when they build new business rules in Performance Manager. Any rules based on that template are not impacted. 1. Go to Dashboard and Analytics Setup > Parameters > Rules. 2. Select the template you want to delete. 3. Click Delete.
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Universe value list templates
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Universe value list templates Configuring a list template
Generate lists that list the values associated with a specific subject (or class) on a universe. Lists based on sets can contain all the members of a set or just a part of the set, such as Same Time Joiners or Same Time Leavers. Lists can be generated in multiple formats and, if wished, can be generated directly to external applications for use as input data for business processes, such as marketing campaigns or mailings. For example, end users could build a rule that generates a list of your new customers (or joiners) to an external list server mailing application whenever the number of joiners exceeds a specific target. Administrators can create list templates that specify the data definition, output format, and file location for the lists generated by end users. When users want to build a rule that includes the automated generation of a list based on an event, they can select a predefined list template created by the administrator. The definitions of list templates are stored in the Performance Manager repository in the ci_list_output table.
Configuring a list template

Administrators can define templates for Performance Manager rule lists. When you want to create a rule that generates a list triggered by a specific event, you populate the template with your data. 1. Go to Dashboard and Analytics Setup > Parameters > Lists. The "List Output" panel appears. The available list templates listed here are: HTML useful for web pages. SQL useful for building queries to RDBMS systems in external applications XML useful for web-based applications. Query List useful for performing individual analysis on a single customer Download CSV file useful for exporting lists to external databases or spreadsheets XML to URL
2. Click one of the following: To create a list template, click New.
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To edit a list template, select its name from the "Available list outputs" list, and then click Edit. The "Create a List Output" panel appears. 3. In the Output Name box, type a name for the list template. To specify the data content of the list, select a subject. A subject is a class on a universe, for example, "Customers." 4. Click the drop-down arrow next to "Subject Area", and then select a subject from the list. The measures and dimensions in the selected subject appear in the Content section, in the Available information pane. 5. To add fields to the list for a measure or dimension, click the measure or dimension you want, and then click the >> button. The measures and dimensions you added to the list appear in the List content pane. 6. To select the format type for the list, click the drop-down arrow next to "Format", and then select one of the following formats: SQL sentence returns the executable SQL that finds the list of customers in the database. Use the format if you want to pass the SQL to an external campaign tool. For example, create a set of Leavers. Monitor spending over time following mail shots and use the SQL generated by the list to build a new set, and track response to campaign. XML stream useful if you want to leverage the list via an XLTS tool. CSV text useful for exporting lists to external databases or spreadsheets. HTML stream useful for building HTML format reports. Profiler Search generates the list of the selected set in an applet that provides Individual Profiler analysis capabilities. From the list, you can drill to a single individual to analyze their individual profile. For information about Individual Profiler, click Dashboard and Analytics Setup > Parameters > Individual Profiler, and then click Help on the services bar. TSV File the Tab Separated Values format file is designed to work with Siebel
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Metadata XML useful if you want to leverage the list via an XLTS tool, because metadata about attributes, such as formatting, is included.
7. Click the drop-down arrow next to "Destination", and then select one of the following destinations from the list: Downloaded file the list is generated to a local file. Server file the list is generated to a file on the server you specify. URL the list is generated to a web server at the URL you specify. email the list is generated as an email and sent to the address you specify. 8. Depending on the destination you selected, type the appropriate information into the text box that appears below the "Destination" box:
Destination Downloaded file Details to specify The name of the file to which the list is generated. For example: filename.xml The name of the server and the file location and file name where the list is generated. For example: \\server
Server file
name\directory\filename.xml
The URL of the web server and web page where the list is generated. For example: http://webserv
URL
er/lists/
eMail In the "Default Name" box, type the name that you want to appear in the "Subject" field of the email. In the "To" box, type the email address to where the list is to be sent. If you want other email addresses on copy or blind copy, you can also type email addresses in the "Cc" and "Bcc" boxes.
9. Click OK.
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Universe value list templates Duplicating a list template
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Duplicating a list template

Instead of defining a new list template from scratch you can duplicate an existing template and then modify it to create a template. 1. Go to Dashboard and Analytics Setup > Parameters > Lists. The "List Output" panel appears. 2. Select the name of the template you want to duplicate, from the "Available List Outputs" list, and then click Duplicate 3. In the "Output Name" box, type the new name you want to give to the list template. The output name needs to be meaningful to end users. 4. Define the data content, output format, and file location of the generated list in the usual way.
Deleting a list template

1. Go to Dashboard and Analytics Setup > Parameters > Lists. The "List Output" page appears. 2. Select the name of the template you want to delete, from the "Available list outputs" list, and then click Delete. The list template is deleted from the ci_list_output table in the Performance Manager repository, and is no longer available to users.
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Universe value list templates Deleting a list template
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Application activity tracing
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Application activity tracing Activating tracing
Tracing records all the internal actions within the Dashboard and Analytics applications. Activating tracing allows you to track the activity of the application and to identify any failures that occur while running it. Each time you reactivate tracing, a new log file is created in the server directory you specify. For example: server_date.log
Note:
We recommended you monitor disk usage whenever you activate traces. On a deployment with a lot of user activity, log files can be large and therefore have a significant impact on disk file space.
Activating tracing
You can activate tracing on Dashboard and Analytics user activity, processes, and modules. When you activate tracing, each internal action for those activities, processes, and modules is recorded in a log file. 1. In Dashboard and Analytics Setup > Parameters > Trace, select the server directory where you want the log files to be generated when tracing is activated. Each time you reactivate tracing, a new log file is created in the server directory you specify, for example: server_date.log.
Note:
We recommended you monitor disk usage whenever you activate traces. On a deployment with a lot of user activity, log files can be large and therefore have a significant impact on disk file space. 2. In the "Select the information to log" section, select one or more of the following options: SQL queries queries made to corporate data sources via metrics universes (for analytics) and ad hoc query universes (for Web Intelligence or Desktop Intelligence reports). System Information User Activity the activities of each user session Internationalization 3. In the "Enable log for these modules" section, select the engines and modules you want to trace. You can trace activity for the following engines and modules:
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Engine/Mod ule
Server name
Description Renders the Corporate Dashboards that users create using Dashboard Builder. Renders analytics by querying the metrics metadata and then generating the desired visualization in the format of the selected analytic. Works like an ETL tool to extract each metric value, aggregate it, and then load it into the metadata layer on the Performance Manager repository. Used by Individual Profiler. Manages the Performance Manager repository, including user security and privileges, updates to the system parameters, and writing new metrics and rules back to the repository. Evaluates conditions placed against metrics, goals, sets and then outputs sending events to other components. Performs Set Analysis queries and builds and processes sets. Used by Process Analysis. The Process Analysis alerts are actioned upon and handled by AARules.
Dashboard
AADashboard
Analytics Engine
AAAnalytics
Metrics Engine
AAMetrics
Individual ProAAIProfiler filer
Repository Management
AARepomgt
Rules Engine
AARules
Query ManagAAQueryManager er
Process AnalyAASPC sis Engine
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Engine/Mod ule
Server name
Description Used by Predictive Analysis. For more information, see the Predictive Analysis documentation.
Mining Engine PAServer
4. Click Apply. The logs are set to be saved to the destination you indicated in "Select the destination of the log".
Related Topics
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Individual Profiler portrait properties Configuring the Individual Profiler analytic view
Individual Profiler is a Set Analysis analytic that allows you to analyze a segment of the customer base, as well as individual customers within that segment, and compare the profile to the rest of the segment. In the Dashboard and Analytics Setup, you define the look and feel of the portrait portion, one of the views available for this analytic. You must define the parameter for each subject area that is used for individual analysis. If you have the Set Analysis licence, you can find the analytic in one of the following locations: the "Profiler" can be found in the Sets Analytic category on the Create New Analytic tab of Dashboard Builder the "Individual Profiler" can be found in the edit mode of a dashboard tab at Toolbox > New Analytic > Individual.
Note:
The metric universes used with Individual Profiler should include specific filters and description tags for dimensions. Building universes for Individual Profiler is explained in the Designer documentation.
Configuring the Individual Profiler analytic view

1. In Dashboard and Analytics Setup > Parameters > Individual Profiler, select the subject area you want to set up for a profiler analysis.
Note:
In Dashboard and Analytics applications, a subject is the name of a class on the universe. 2. Select one of the following: To set search fields on the header or in the portrait, select Header & Portrait. To set a query on the profiler so that the user is prompted to enter a parameter upon opening the profiler, select Query Box. 3. Click Add. The "Add a field" window appears. 4. If you selected Header & Portrait, configure the following: Select the type of panel to configure.
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Select the type of field to add. If you select Dimension, a list of dimensions appears in the box. If you select Report, a list of available documents appears in the box. Select the dimension or report, then click OK. If you selected a dimension, the name of the dimension appears next to a box on the Individual Profiler page. If you selected a report, the "Enter prompt name window" appears. Select one of the two options. If necessary, enter the name of the prompt.
Click OK. A link to the report appears on the "Individual Profiler" page. 5. If you selected Query Box, select fields from the list and click OK. 6. Click Apply to save your changes.
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Analytic Template Publisher Installing the XCTemplateUploader.war File
You use the "Analytic Template Publisher" to publish your Crystal Xcelsius templates to the BusinessObjects Enterprise Central Management Server (CMS). This allows you to use them in Dashboard Builder to create new analytics.
Note:
You can log into any CMS from the Analytic Template Publisher.
Access rights.
Before you can publish Crystal Xcelsius templates to the CMS, you need to have the ability to publish to and retrieve documents from the CMS. If you do not have the correct rights for this, contact your system administrator.
Data Exploration and Dashboard Builder analytics
The Data Exploration analytics, as well as the Bubble, Radar and Pie charts in the Dashboard Builder analytics are Xcelsius template-based analytics that are available in the Dashboard Builder Create New Analytic tab. You use the Analytic Template Publisher to deploy these templates.
Note:
The "Analytic Template Publisher" is only available in English, however these template-based analytics once deployed are available in all languages in which Business Objects distributes its Business Objects Enterprise products.
Installing the XCTemplateUploader.war File

Deploy the XCTemplateUploader.war file to the Java applications folder. Do one of the following: If you are using Tomcat, copy and paste the XCTemplateUploader.war file in the webapps folder. Tomcat recognizes and deploys the file. If you are using another application, refer to the application documentation for information on deploying a war file. When the war file has been deployed, the "Xcelsius Template Publisher" is available at: http://[machine name][port#]:XCTemplateU ploader/.
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Analytic Template Publisher Deploying the Crystal Xcelsius templates
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Deploying the Crystal Xcelsius templates

You need to manually deploy the templates for the Data Exploration, Bubble, Pie and Radar chart analytics so that they can be used in Dashboard Builder. To install the Bubble, Pie and Radar chart analytics, run the following command line in the [BO_INSTALL_DIR]\Performance Management 12\setup folder: java -jar XCTemplateUploaderBatch.jar -cms [MACHINE_NAME] -user [ADMIN_LOGIN_NAME] -pass [ADMIN_PASSWORD] -fmkdir templates.zip To install the Data Exploration analytics,run the following command line in the [BO_INSTALL_DIR]\Performance Management 12\setup folder: java -jar XCTemplateUploaderBatch.jar -cms [MACHINE_NAME] -user [ADMIN_LOGIN_NAME] -pass [ADMIN_PASSWORD] -fmkdir data_exploration_templates.zip
Note:
If the password is blank, you can remove the parameter -pass in the command line.
Publishing a new Crystal Xcelsius template

After you have created analytic templates in Crystal Xcelsius, use the "Analytic Template Publisher" to make the templates available in Dashboard Builder. 1. In the "Analytic Template Publisher" home page, click Publish new Crystal Xcelsius Template. The "Main Template Properties and Files" page appears. 2. In the "General Properties" section, enter a template name in the "Template Name" box. 3. Select a "Template Category" from the drop-down list. The categories correspond to those available from InfoView in Open > Dashboard and Analytics > Dashboard Builder > Create New Analytic. 4. Type a description.
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Analytic Template Publisher Publishing a new Crystal Xcelsius template
5. In the "Template Model Properties" section, type the maximum number of rows. 6. Select either single or multiple metrics/measures. If you select Multiple metrics/measures, set a minimum and a maximum. 7. To have slice analysis, activate Allow Slice Analysis. 8. To allow slice navigation, activate Allow Slice Navigation. 9. In the "Upload Files" section, click Browse to navigate to the SWF and icon files. 10. In the "Upload Files for Edition" section, click Browse to navigate to the XLF and XLS files. 11. In the "Destination" section, select Force overwrite if you want to overwrite an existing template with the same name.
Note:
If you select Force overwrite and inadvertently use the name of an existing analytic, that existing analytic is overwritten. There is no way to recover an analytic once it is overwritten. 12. Select the folder in which you want to save the template. 13. Click Next to add additional properties for the template's edit panel, or Finish to save your template. 14. To create additional properties, type a name for each property in the "Label" box. 15. Select the type of property. If you select Text input, enter a default value option. If you select Combo box, type the options list, with each option separated by a carriage return.
Note:
To remove a property, highlight it and click Remove. To change the order of the properties, use the Move up and Move down options. 16. Click Finish. The template is now available from InfoView in Open > Dashboard and Analytics > Dashboard Builder > Create New Analytic in the category that you selected.
Related Topics
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Analytic Template Publisher Publishing a Crystal Xcelsius template archive
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Publishing a Crystal Xcelsius template archive

When you update any item for a Crystal Xcelsius template that has already been published to the Central Management Server (CMS), you can use the "Analytic Template Publisher" to republish it to the BusinessObjects Enterprise repository. 1. In the "Analytic Template Publisher" home page, click Publish new Crystal Xcelsius Template Archive (Zip file). The "Upload Crystal Xcelsius Template Archive (Zip file)" page appears. 2. In the "Upload File" section, click Browse to navigate to the ZIP file. 3. To force a folder to be recreated in the CMS, activate Force folders creation. 4. If there is an existing template in the ZIP file with the same name the one in the CMS that you want to replace, activate Force overwrite. 5. Click Finish.
Note:
To download all of the templates in one action, click Download all templates.
Related Topics
Downloading a Crystal Xcelsius template

Use the "Analytic Template Publisher" to download Crystal Xcelsius template files, including the zip file, or one of its components (the SWF, icon, XLF, and XLS files). 1. In the "Analytic Template Publisher" home page, click Download an existing Crystal Xcelsius Template from Business Objects Enterprise Repository. The "Template File Download" page appears. 2. Click the link for each file that you want to download, and navigate to where you want it saved. 3. If you just published a new template or a zip file and it does not appear, click Refresh List.
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Analytic Template Publisher Working with the template properties file
4. Click Finish.
Related Topics
Working with the template properties file

The following information is provided for advanced users of the "Analytic Template Publisher". The properties file is only available in the zip file. It is created the first time you publish a template.
Property Indicates
Whether slice analysis, the use of a second dimension, is allowed with this template. For example this parameter is set to true for Pie, Radar and Bubble charts. SI_ALLOW_ANALYSIS If this is set to true, then the third column of the SerieValues Excel sheet is used to refer to the slices on which the analysis was performed. The slices themselves are stored in the SliceList sheet. SI_ALLOW_GOAL
Warning: This parameter is used by BusinessObjects Enterprise. Do not modify it in any way.
Whether the Crystal Xcelsius data model uses a second dimension for slice navigation. SI_ALLOW_SLICE_ NAVIGATION This parameter is only useful if you tie the SliceList Excel sheet to a graphical component of the analytic in Crystal Xcelsius. Only one slice can be picked at any given time (like the Barometer gauge). SI_ANACATID
The Dashboard Bulder analytic category in which the template is saved.
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Property
Indicates
The custom parameters assigned to a template that include: For a Combo box: <PARAM RANK\="[parameter rank de fined by Move up and Move down buttons]" NAME\="[parameter name]" TYPE\="[parameter type]"><OPTION NAME\="[option title for Combo Box]"/> SI_CUSTOM_ PARAMETERS For a Check box: <PARAM RANK\="[parameter rank de fined by Move up and Move down buttons]" NAME\="My Checkbox" TYPE\="CheckBox ?/> For a Text input: <PARAM RANK\="[parameter rank de fined by Move up and Move down buttons]" NAME\="[parameter name]" TYPE\="TextBox" VALUE\="[text value]"/>
SI_DESCRIPTION
The description of the template. The maximum number of "data sources" accepted by the Crystal Xcelsius data model.
SI_MAX_GRAPHS
Note: The maximum number of data sources should not exceed the number of columns allocated for data sources in the SerieValues Excel sheet.
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Property
Indicates
The maximum slices that can be used for an analysis. SI_MAX_SLICES The parameter is required for templates that allow slice analysis. For example, this parameter is set to 20 for the Pie, Radar and Bubble charts. The maximum number of rows accepted by the Crystal Xcelsius data model. The number must match the number of rows in the SerieValues Excel sheet.
Note: If a metric or query brings more data than expected by the model, then a partial result flag appears in the analytic information pane.
SI_MAX_VALUES
SI_MIN_GRAPHS
The minimum number of data sources (metrics or universe measures) required by the Crystal Xcelsius data model. Warning: This parameter is used by BusinessObjects Enterprise. Do not modify it in any way. The title of the template. Whether there is an icon assigned to the template. Whether there is a SWF file assigned to the template.
SI_SERIAL_ID
SI_TITLE
XCT_HAS_ICON
XCT_HAS_SWF
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Analytic Template Publisher Data sources accepted by the Crystal Xcelsius data model
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Property
Indicates
XCT_HAS_XLF
Whether there is an XLF file assigned to the template. Whether there is an XLS file assigned to the template. The location in which the template is saved.
XCT_HAS_XLS
XCT_PATH
Related Topics
Data sources accepted by the Crystal Xcelsius data model

The first two columns of the SerieValues Excel sheet (three columns if the template allows slice analysis) are reserved as identifiers or to store dimension values, so they do not count as data sources. For example: there are three columns in the spreadsheet used by the Gauge template (no slice analysis, one data source) there are four columns in the spreadsheet used by the Pie Chart template (allowing slice analysis and one data source only) there are eight columns in the spreadsheet used by the Radar Chart template (allowing slice analysis and accepting up to five data sources)
Modifying the XLF file after the template has been published
1. Download the XLF file from the template zip file.
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Analytic Template Publisher Modifying the XLS file after the template has been published
2. Open the XLF file in Crystal Xcelsius and make the necessary formatting changes. 3. Save the file and export it as a Macromedia Flash (SWF) file. 4. Replace the obsolete SWF file in the zip file with the revised SWF file. 5. Upload the zip file.
Related Topics
Downloading a Crystal Xcelsius template Publishing a Crystal Xcelsius template archive
Modifying the XLS file after the template has been published
1. Download the XLS file from the template zip file. 2. Open the XLS file in Excel and make the necessary formatting changes.
Note:
Do not modify the yellow columns in the Excel file. These are used by the Dashboard and Analytics applications. 3. Save the file and export it as a Macromedia Flash (SWF) file. 4. Replace the obsolete SWF file in the zip file with the revised SWF file. 5. Upload the zip file.
Related Topics
Downloading a Crystal Xcelsius template Publishing a Crystal Xcelsius template archive
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Process Analysis control charts setup
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Process Analysis control charts setup Control chart samplings
Control chart samplings

As an administrator, you can define samplings for Process Analysis control charts.
Specifying samplings for control charts

A sample is a finite part of a statistical population whose properties are studied to gain information about the whole. The following sampling methods are available: "Systematic" Systematic samplings generate samples of constant size. "Time-based" Time-based samplings generate samples of variable size. "Calendar-based" A custom calendar, a *.csv file uploaded to the Central Management Server, can be imported to support periods other than calendar year periods. As an administrator, you specify the sampling parameters for Process Analysis control charts.
Specifying a systematic sampling

A systematic sampling creates a sample on a regular time interval based on the application. 1. Go to Dashboard and Analytics Setup > Control Charts > Samplings. 2. Click Add. The "Create a New Sampling" window appears. 3. In the "Sampling Name" box, type a name for the sampling. 4. Select Systematic.
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5. In the "Sample Size" box type a numeric value or use the "+" and "-" buttons to specify the size of the sample you want. 6. In the "Gap Size" box, type the gap size. The gap is the number of measurements to be skipped between two samples. The default value is 0. 7. From the "Time Stamp" list, select the subject area you want to use in the sampling, and then select the time stamp you want to use from the list on the right. The time stamp is the measurement unit for time to be used for the sampling. 8. Select or type the date and time for the "Start Time". 9. If you want to indicate a stop time, select "Stop Time", then enter the appropriate time. 10. Click OK.
Specifying a time-based sampling for control charts

When you create a time-based sampling, you create and update a sample at specific intervals. These intervals can be in terms of: minutes hours days months 1. 2. 3. 4. 5. 6. Go to Dashboard and Analytics Setup > Control Charts > Samplings. Click Add. The "Create a new sampling" window appears. In the "Sampling Name" box, type a name for the sampling. Select Time-based. Select the frequency and the time period from the two list boxes next to "every". 7. Select or type the date and time for the "Start Time". 8. If you want to indicate a stop time, activate "Stop Time", then enter the appropriate time. 9. Click OK.
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Specifying a calendar-based sampling for control charts

When you create a calendar-based sampling, you select a calendar from a list of available calendars.
Note:
Calendars are defined in Dashboard and Analytics Setup > Time Config. 1. 2. 3. 4. 5. 6. Go to Dashboard and Analytics Setup > Control Charts > Samplings. Click Add. The "Create a new sampling" window appears. In the "Sampling Name" box, type a name for the sampling. Select Calendar-based. From the "Select Calendar" list box, select the calendar you want to use for the sampling. 7. Select or type the date and time for the "Start Time". 8. If you want to indicate a stop time, activate "Stop Time", then enter the appropriate time. 9. Click OK.
Related Topics
Analytics calendars
Editing control chart sampling parameters

You can edit samplings to change parameters, such as the time period or the calendar on which a sampling is based. 1. 2. 3. 4. Go to Dashboard and Analytics Setup > Control Charts > Samplings. Select the sampling you want to edit. Click Edit. The "Edit an Existing Sampling" panel appears. To modify the parameters, see the topic on specifying samplings.
Related Topics
Specifying samplings for control charts
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Process Analysis control charts setup Control chart filters
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Removing a control chart sampling

If any control charts in the Dashboard and Analytics Setup deployment use the sampling you want to remove, you need to delete those control charts before you can remove the sampling. 1. Go to Dashboard and Analytics Setup > Control Charts > Samplings. 2. Select the sampling you want to remove. 3. Click Remove. A prompt asks you to confirm if you want to remove the selected sampling. If any control charts use the selected sampling, those control charts are listed. You need to remove those control charts before you can remove the sampling. 4. Click OK to remove the sampling.
Control chart filters

As an administrator, you can add, edit and remove filters for Process Analysis control charts.
Adding a filter to a control chart

As an administrator, you can define filters for use in Process Analysis control charts. 1. In Dashboard and Analytics Setup > Control Charts > Filters, click Filters. 2. Click Add. The "Create a New Filter" panel appears. 3. In the "Filter Name" box, type a name for the new filter as it should appear in the list of available filters in Process Analysis. 4. Click the arrow next to "Subject Area" to select a subject area (or universe class). A list of available filters appears for each subject area. 5. Select the filters you want to make available for control charts.
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Process Analysis control charts setup Control chart alarms
You can select one or multiple filters. 6. Click OK. The new filter appears in the list of available filters.
Editing a control chart filter

1. Go to Dashboard and Analytics Setup > Control Charts > Filters. 2. Select the filter you want to edit. 3. Click Edit. The "Edit an Existing Filter" window appears. For information on the filter settings, see the section on adding filters.
Related Topics
Adding a filter to a control chart
Removing a filter from a control chart

If any control charts in the Dashboard and Analytics Setup deployment use the filter you want to remove, you need to delete those control charts before you can remove the filter. 1. Go to Dashboard and Analytics Setup > Control Charts > Filters. 2. Select the filter you want to remove. 3. Click Remove. A prompt asks you to confirm if you want to remove the selected filter. If any control charts use the selected filter, those control charts are listed. You need to remove those control charts before you can remove the filter. 4. Click OK to remove the filter.
Control chart alarms

As an administrator you can set parameters for the alarms that end users can select when they create control charts, using Process Analysis. When you create an alarm you set a number of rules that, when met, trigger the
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alarm. By using one or more of these rules you determine the sensitivity of the alarm. The rules are based on points that appear on the chart.
Defining alarms for a control chart

As an administrator, you can define alarms that end users can then select when they create control charts. Alarms allow you to increase the power of control charts is to use rules to supplement the ordinary rule governing control limits. 1. Go to Dashboard and Analytics Setup > Control Charts > Alarms. 2. Click Add. The "Create a new Alarm" window appears. 3. In the "Alarm name" box, type a name for the alarm. 4. Select the rules to trigger the alarm and enter the number of points that correspond to the rule. 5. Click OK to save the new alarm.
Editing a control chart alarm

1. Go to Dashboard and Analytics Setup > Control Charts > Alarms. 2. Select the alarm you want to edit. 3. Click Edit The "Edit an Existing Alarm" window appears. 4. Edit the rules. 5. Click OK to save your changes.
Removing an alarm from a control chart

If any control charts in the Dashboard and Analytics deployment use the alarm you want to remove, you need to delete those control charts before you can remove the alarm. 1. Go to Dashboard and Analytics Setup > Control Charts > Alarms. 2. Select the alarm you want to remove.
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3. Click Remove. A prompt asks you to confirm if you want to remove the selected alarm. If any control charts use the selected alarm, those control charts are listed. You need to remove those control charts before you can remove the alarm. 4. Click OK to remove the alarm.
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Terms and concepts
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Terms and concepts Aggregation functions
Aggregation functions
What is arithmetic mean?
The Arithmetic mean (also called average or simple mean) is the sum of the values divided by the number of values. The arithmetic mean is relevant any time several quantities add together to produce a total. It answers the following question: if all the quantities had the same value, what would that value have to be in order to achieve the same total?
Related Topics
What is harmonic mean? What is geometric mean?
Average functions
Average: Returns the average by transaction. Average by individual: Returns the average by individual for individuals of a subset. Average distinct: Returns the average by transaction of distinct values.
Count functions
The following count aggregate functions are available: Count all: Counts the number of occurrences of all values. Count distinct: Counts the number of occurrences of a distinct value. Count null: Counts the number of occurrences of null values only.
What is geometric mean?

The Geometric mean is the nth root of the product of the n values. Less often used than the arithmetic mean, it is appropriate for averaging ratios such as
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rates of change, interest rates or inflation rates. More generally, the geometric mean is relevant any time several quantities multiply together to produce a product. The geometric mean answers the question: if all the quantities had the same value, what would that value have to be in order to achieve the same product? The formula for Geometric mean is as follows:
Note:
The values must be greater than zero.

Related Topics
What is harmonic mean? What is arithmetic mean?
What is harmonic mean?

The Harmonic mean is the reciprocal of the arithmetic mean of the reciprocals of the values. It is used to calculate average rates such as distance per time, or speed. The formula for harmonic mean is:
Related Topics
What is arithmetic mean? What is geometric mean?
What is a median?
The median is the midpoint of the values after they have been ordered from the smallest to the largest, or the largest to the smallest. There are as many values above the median as below it in the data set.
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The median is less sensitive to outliers (extreme values or errors) than the arithmetic mean is. For an odd number of values, the median is the middle value in the ordered set. For an even number of values, the median is the arithmetic mean of the two middle values. One measure related to median is: Depth of the median = (number of values + 1) / 2
What is maximum?
Used as an aggregate function, maximum returns the maximum value of a set of values.
What is minimum?
Minimum used as an aggregate function returns the lowest value of a set of values.
What is population kurtosis?

The coefficient of Kurtosis measures the relative peak of the curve defined by the distribution of the values. Standard normal distribution has a Kurtosis coefficient of 0. A Kurtosis coefficient of greater than 0 indicates that the distribution is more peaked than the standard normal distribution. A Kurtosis coefficient of less than 0 indicates that the distribution is flatter than the standard normal distribution. The formula for population coefficient of Kurtosis is:
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What is population skew?

The skew statistic measures the degree to which a variable deviates from symmetry with the mean at the center. A skew of value zero means that the distribution is a symmetrical curve. A positive value indicates that the values are clustered primarily to the left of the mean with most of the extreme values to the right of the mean. A negative skew indicates clustering to the right. Distributions with positive skew are more common than distributions with negative skew. An example of positive skew is the distribution of income:
The formula for population skew is:
What is population standard deviation?

Returns the square root of the population variance. Standard deviation is expressed in the same unit as the data. The formula for population standard deviation is:
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What is population variance?

Variance is a sum of the squared deviations from the mean, divided by n-1 or n. The formula for population variance is:
What is sample kurtosis?

The coefficient of Kurtosis measures the relative peak of the curve defined by the distribution of the values. Standard normal distribution has a Kurtosis coefficient of 0. A Kurtosis coefficient of greater than 0 indicates that the distribution is more peaked than the standard normal distribution. A Kurtosis coefficient of less than 0 indicates that the distribution is flatter than the standard normal distribution. The formula for sample coefficient of Kurtosis is:
What is sample skew?

The skew statistic measures the degree to which a variable deviates from symmetry with the mean at the center. A skew of value zero means that the distribution is a symmetrical curve. A positive value indicates that the values are clustered primarily to the left of the mean with most of the extreme values to the right of the mean. A negative skew indicates clustering to the right. Distributions with positive skew are more common than distributions with negative skew. An example of positive skew is the distribution of income.
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The formula for sample skew is:
What is sample standard deviation?

Returns the square root of the sample variance. Standard deviation is expressed in the same unit as the data. The formula for sample standard deviation is:
What is sample variance?

Variance is a sum of the squared deviations from the mean, divided by n-1 or n. The formula for sample variance is:
What is sum?
Sum returns the total of a set of numeric values.
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Terms and concepts What is an analytic?
What is sum distinct?

Sum distinct returns the total of a set of distinct numeric values.
What is an analytic?
An analytic is a pre-built analysis technique for extracting business insight from data and creating alerts, lists, and interactive data visualization applets. Add analytics to dashboards to display data in a meaningful and efficient manner.
What is binning?
In Predictive Analysis, binning allows you to compress the range of values of a variable into a smaller number, for example, binning of age into age groupings. Binning can be explicitly defined or statistically derived.
Related Topics
What is a variable?
What is a control chart?

In Process Analysis, a control chart plots the variation in the output of a business process over time. A control chart includes upper and lower limits that show the expected variation in the process and a center line that shows the mean value of the points in the chart. Control charts on dependent (or auto-correlated) data produce too many false alarms, even for a low level of correlation over time. The simplest technique is to set the interval between samples large enough to make the effects of auto-correlation negligible.
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Terms and concepts What is differencing?
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What is differencing?
Differencing is a popular and effective method of removing trend from a time series in analytics that analyze metric trends. This provides a clearer view of the true underlying behavior of the series. A stationary time series is one whose statistical properties such as mean, variance, and auto-correlation are all constant over time. Most business and economic time series are far from stationary when expressed in their original units of measurement, and even after deflation or seasonal adjustment they will typically still exhibit trends, cycles, random-walking, and other non-stationary behavior. To make the series truly stationary, it is often necessary to transform it into a series of period-to-period and/or season-to-season differences or changes. The Metric Trend analytic uses differencing to calculate Change or Percent change, and show it in a Web Intelligence report. Differencing transformations include Annual difference, Adjacent-point difference, Difference, and Difference of difference. To make the series truly stationary, it is often necessary to transform it into a series of period-to-period and/or season-to-season differences or changes.
What is a dimension?
A dimension is a filter placed on an object in the universe that allows you to drill down to obtain a more detailed view of your data.
Related Topics
What is a sliced metric?
What is a grain?
A grain is the duration of the time periods or slices that make up metrics. The metric grain can vary in span size, and is dependent on the calendar; the finer the grain, the shorter the time period between metric value calculations.
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Terms and concepts What is a metric?
Related Topics
What is a metric?
What is a metric?
A metric, or KPI, is the measure of actual performance. A metric is defined using objects in the universe, and is usually made up of the following: a measure a filter a date restriction You can use metrics to track actual performance and compare it to a goal, or use it to project a trend. Metrics can also be created on a set universe. Set metrics allow you to track a measure over time for a particular subject within a set.
Related Topics
Moving averages explained

In data analysis, you use the moving average to calculating the average value of an indicator, over a period of time. In some time series, seasonal variation is so strong it obscures any trends or cycles, which are very important for the understanding of the process being observed. Moving average may be used as a smoothing method that removes seasonality and makes long-term fluctuations in the series stand out more clearly. It may also be used for forecasting purposes.
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Terms and concepts Moving averages explained
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Moving average transformations

Transformation Use
MA 2x12
If your time series is monthly, use the MA 2x12 to remove the seasonality. If a stronger "seasonality filter" is required, use MA 2x24 or MA 2x36 for monthly series. Also known as a double moving average, this moving average that is taken of a series of data that already represents the result of a moving average.
MA 2x24, MA 2x36
MA 3x3, MA 3x9, MA 3x5
A moving average transformation. Hendersons MA is another centered symmetric weighted moving average method. The 5- and 7-point averages are used for Quarterly series. The 9-, 13-, and 23-point averages MA henderson 9-pt, are used for Monthly series.
13-pt, 23-pt Note:
All the moving average methods are externalized in a file (Stats.ini) that can be customized.
MA linearly weighted MA linearly weighted center
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Transformation
Use
MA same months
This same months moving average method uses a fixed-interval time window but with non-continuous data points. It is useful on seasonal data for smoothing or forecasting purposes. The Spencers weighted moving average is an approach to computing a moving average that will compensate for a cubic trend in the data. It consists of two averages, one for 15 periods and the other for 21 periods. Spencers weights are centered and symmetric.
MA spencer 15-pt, 21-pt
Related Topics
MA exponentially weighted MA linearly weighted MA linearly weighted center
A moving average transformation. An MA exponentially weighted transformation finds the number of points parameter required. The smoothing constant parameter is required: Less than 1 weights current data more heavily Equal to 1 weights every points identically (same as simple MA) Greater than 1 weights old data more heavily The Single exponential smoothing (SES) forecast can be expressed as a weighted moving average that applies exponentially decreasing weights to the data, as the observations get older. Thus it is called exponential smoothing. The next period forecast is then: Ft+1 = aYt+a(1 - a)Yt1 + a(1 - a)Yt2 + a(1 - a)Yt3 + + a(1 - a)^ t1 Y1+a(1 - a)^ t F1
140
15
where a is a constant between 0 and 1, and F1 is the initial value that usually is given the value of Y1. As a guide in choosing a, try values close to 0 if the series has a lot of random variation. If you wish the forecast values to depend strongly on recent changes in the actual values, try values close to 1.
MA linearly weighted
A moving average transformation. You use a weighted moving average to give more weight to current data. Weights can be calculated automatically using a function. The weight function for a Linearly weighted MA is defined as: W(p)=(2/n(n+1)) p where p is the sequence of the data points in the moving window ranging from 1 to n. The weights must sum to a value of one. The weight function for a exponentially weighted MA is defined as: W(p)=power(a,n-p) where a is the smoothing constant and p is the sequence of the data points in the moving window ranging from 1 to n. Smoothing constants less than 1 weigh recent data more heavily. A smoothing constant of 1 gives equal weight to each point. If the smoothing constant exceeds 1, older data are weighted more heavily than recent data.
MA linearly weighted center

A moving average transformation. A centered weighted moving average, also known as a double moving average, is a moving average that is taken of a series of data that already represents the result of a moving average. With a centered weighted moving average, the majority of the weight is assigned to the middle portion of the data. A centered weighted moving average is useful to de-seasonalize the data.
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Terms and concepts What is a sliced metric?
If your time series is quarterly, use the MA 2x4. If stronger seasonality filters ? are required, use MA 2x8 or MA 2x12 for quarterly series.
MA centered
A moving average transformation.
Related Topics
What is single exponential smoothing?

Single exponential smoothing (SES) is a forecasting method that works best for data which have no trend, no seasonality, or underlying pattern. It takes the forecast for the previous period and adjusts it using the forecast error. If Yt is the actual observation for period t and Ft is the forecast for the same period, then the forecast for the next period is: Ft+1 = Ft+a(YtFt) where a is a constant between 0 and 1. An SES analytic is based on the time series system universe. The SES weight function is built into the universe. The end user can try different values of the smoothing constant in order to find the best one.
Related Topics

A sliced metric is a single metric whose data is sliced by the defined dimension, and therefore returns distinct data per dimension value.
Related Topics
What is a metric?
142
Terms and concepts What is a variable?
15
What is a variable?
In Process Analysis and Predictive Analysis, a variable is a measured characteristic or attribute. It can be "actual data" or data derived using a look-up, aggregation or other calculation. A variable can be: A dimension defined in a BusinessObjects universe A measure Derived variables representing a calculation based on measures, dimensions and/or sets that is defined interactively by a user.
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Terms and concepts What is a variable?
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More Information
More Information
Information Resource
Location
SAP BusinessObjects product http://www.sap.com information
Select http://help.sap.com > SAP BusinessObjects. You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries.
SAP Help Portal
Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://service.sap.com/bosap-support > Documentation
Installation guides: https://service.sap.com/bosap-inst guides Release notes: http://service.sap.com/releasenotes
SAP Service Marketplace
The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access. https://boc.sdn.sap.com/
Developer resources
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary
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More Information
Information Resource
Location
SAP BusinessObjects articles https://www.sdn.sap.com/irj/boc/businessobjects-articles on the SAP Community NetThese articles were formerly known as technical papers. work
https://service.sap.com/notes
Notes
These notes were formerly known as Knowledge Base articles.
Forums on the SAP Communihttps://www.sdn.sap.com/irj/scn/forums ty Network
http://www.sap.com/services/education
Training
From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. http://service.sap.com/bosap-support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://www.sap.com/services/bysubject/businessobjectscon sulting
Online customer support
Consulting
Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and cus tomized embedding technology.
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148
Index
A
actions in rules 90 alarms creating for control charts 127 editing for control charts 127 removing for control charts 127 alerts check integrity 40 analytic templates deploying 113 Xcelsius 112, 115, 116, 119 analytics Xcelsius templates 119, 120 associations in dimensions 62 calendars (continued) deleting 77 differencing 85 editing 76 granularity 71 importing CSV files 72 moving average tranformations 77 moving averages 77 period display options 74 properties 70 removing moving average transformations 82 rollups 87 setting the span 75 CMS authentication 35, 36 condition in rules 90 connections defining to universes 49 Control Chart analytic alarms 126, 127 filters 125, 126 samplings 122, 123, 124, 125 control charts updating universe definitions 50 CSV files 72
B
binnings check integrity 40 Bubble Chart analytic deploying template 113
C
cache refresh 25, 26 caching 25 calculations rollups 86 calendar removing difference 85 rollups 86 calendars 70 adding 71 custom periods 72
D
dashboard and analytics applications 10 dashboard builder description 10 Data Exploration analytics deploying templates 113 database connections 24
149
Index
database parameters 24 date formats 19 deployment Dashboard and Analytics tools 14 deployment overview 30 designing universes 49 differencing adding 85 calculations 83 removing 85 dimensions 58 adding 60 associations 62 defining 59 editing 64 editing association 65 importing users from universe 63 importing users manually from universe 63 removing 66 secured 66 using sliced metrics 61 domains on the repository 30 domains on the repository 30
I
Individual Profiler configuring view 108 properties 108 individual profiler engine 24 initialization user defining 27 Initialization User defining 26
L
list templates creating 98 deleting 101 duplicating 101 explanation 98
M
mail parameters explanation 19 mail parameters setup 20 metadata viewing on universes 52 metric universe 59 metrics access restrictions 58 check integrity 39 configuring an external refresh 55 creating sliced 67 external refresh 54 metric universes 48 sliced 58 updating universe definitions 50 metrics engine 24 mining engine 24 models check integrity 40 moving averages MA exponentially weighted 80, 140
E
events in rules 90
F
filters for control charts 125, 126 format numbers, dates 19
G
general server parameters 22 granularity in calendars 71
150
Index
moving averages (continued) MA linearly weighted 81, 141 MA linearly weighted center 81, 141 removing transformations 82 transformations 77, 78, 80, 81, 139, 140, 141
N
number formats 19
P
performance manager description 10 Pie Chart analytic deploying template 113 populations check integrity 40 predictive analysis description 10 process analysis description 11 Process Analysis engine 24 profiler engine 24
repository (continued) migration 36 options 34 setup 32 system tables 31, 33 verifying connection 33 restrictions access to sliced metrics 58 rollup adding 87 removing 87 rules check integrity 39 components 90 creating templates 93 deleting template 96 duplicating templates 95 editing templates 95 template components 92 templates 90, 91 working with templates 93 XML 92 rules engine 24
S
samplings calendar-based 124 control charts 122 editing 124 for control charts 122 removing 125 systematic 122 time-based 123 scheduler parameters 23 scheduling program integrity 41 server descriptions 18 server parameters general 22 server session cleanup 25, 26
Q
query manager 24
R
Radar Chart analytic deploying template 113 repository cleanup tools 37 CMS authentication 35 connecting to 32 deployment 30 explained 30 integrity check tools 37
151
Index
servers starting 27 Set Analysis domain 30 Set Analysis guest user 45 sliced metrics 58 creating 67 used on dimensions 61 SMTP specifying server and port number 20 starting servers 27 system tables 50 deploying 33 system user 44 defining 44
T
templates deploying templates 113 rules 90 Xcelsius 112, 113, 115, 116, 119, 120 traces activating 104 tracing activating 104
universes (continued) checking integrity 38 defining connections 49 metric 48 object metadata 52 pushing to repository 49 removing 51 system tables 50 updating 50 viewing metadata 52 user initialization 46 users check integrity 40 importing into a dimension 63 importing manually into a dimension 63
V
variables check integrity 40
W
web parameters explanation 19 web server parameters 21
U
universe value lists 98 universes building 49
X
XML for rules 92
152

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