HP Executive Scorecard Business Analyst User Guide

321 Pages·2012·5.47 MB·English

HP IT Executive Scorecard
For the Windows ® operating system
Software Version: 9.31
Business Analyst User Guide
DocumentReleaseDate:December2012
SoftwareReleaseDate:December2012
BusinessAnalystUserGuide
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BusinessAnalystUserGuide
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BusinessAnalystUserGuide
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BusinessAnalystUserGuide
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Contents
BusinessAnalystUserGuide 1
Contents 6
GettingStartedwithBusinessAnalysis 9
LearnAbouttheExecutiveDashboard 10
ExecutivePersonasandtheirBusinessChallenges 11
ManagetheSemanticLayer(ContextsandUniverses) 12
ITDataModel 13
Scorecards 14
BalancedScorecards 15
Perspectives 18
Objectives 19
KPIsandMetrics 20
KPI andMetricFormulaandFilter,Threshold,Value,Trend,andScore 21
Folders 24
TheScorecardKPI Engine 25
HP IT ExecutiveScorecardArchitecture 26
TheExecutiveScorecardSolution 27
ExecutiveScorecardComponents 30
ExecutiveDashboardCapabilities 31
Templates 32
CreatetheExecutiveDashboardContentsintheStudio 43
ActivateScorecards,Perspectives,Objectives,Metrics,orKPIsUsingTemplates 49
CreateActiveScorecards,Perspectives,Objectives,Metrics,orKPIs 54
ConfigureaScorecard 62
ConfigureaPerspective 66
ConfigureanObjective 69
DeleteaNode 76
ConfigureaKPIoraMetric 77
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BusinessAnalystUserGuide
Contents
Assign/UnassignKPIsto/fromObjectives 88
ModifyaKPIorMetricFormula 90
ModifyaKPIorMetricFilter 100
CustomizeaKPIoraMetricBusinessContext 107
CalculateDisplayedValuesafterConfigurationChange 110
RecalculateDisplayedValuesafterConfigurationChange 112
ScheduleBusinessContextCalculations 115
MonitortheCalculationandRecalculationProcesses 118
EnrichtheDashboardContentsintheStudio 122
ManageKPIBreakdowns 123
ManageMetricBreakdowns 130
ManageOverrides 134
ProvideAdditionalInformationforaKPIoranObjective 137
CreateCascadingScorecards 140
AddaContexttotheStudio 145
Reference:UniverseCreationGuidelines 146
PreparetheDashboardDisplay 148
PreparetheDashboardDisplay 149
AddaPagetotheDashboard 152
ConfigureaPageLayout 155
ManagePageCategories 169
ManageComponentCategories 173
AddaHistoricalMetricViewComponenttoaPage 177
UIDescription 178
AddaHistoricalViewComponenttoaPage 186
AddaKPIViewComponenttoaPage 196
AddaKPIListComponenttoaPage 207
AddaKPIRolodexComponenttoaPage 214
AddaPageFilterComponenttoaPage 222
AddaPieChartComponenttoaPage 229
AddaScorecardComponenttoaPage 237
AddaWebIntelligenceReportViewerComponenttoaPage 242
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BusinessAnalystUserGuide
Contents
AddaWebIntelligenceDynamicReportViewerComponenttoaPage 246
AddaWebIntelligenceStaticReportViewerComponenttoaPage 250
CreateCategoriesfortheWebiReports 255
AddaSWFReportViewerComponenttoaPage 258
AddXcelsiusReportsViewerComponenttoaPage 261
CreateanExternalComponent 266
SetUpWiringBetweenComponents 273
PersonalizetheDashboard 279
ViewandAnalyzetheBusinessObjectivesintheDashboard 281
ViewandAnalyzetheBusinessObjectives 282
ViewandAnalyzeResultsintheExplorerPage 289
DisplayMoreInformationAboutaSpecificObjectiveorKPI 304
WorkwithEnhancedTelecomOperationsMapKPIs 311
eTOM-RelatedKPIs 319
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Getting Started with Business Analysis
HPITExecutiveScorecardisastrategyenablerthatenablesexecutivestocontinuouslyimprove
theirbusinessbymeasuringwhathappenedandwhatishappening,analyzingthatinformation,and
planningnewstrategiesusingthegatheredinformation.Thisenablesabetterstrategyexecution
resultinginareductionofcostandrisk,andanincreaseinqualityandvalue.
Getting Started with the HP IT Executive Scorecard Studio and Dashboard
ThefollowingtopicsprovidethemainstepstofollowtogetstartedwiththeStudioandthe
Dashboard:
1. LearnabouthowtheExecutiveDashboardcanhelpthechallengesfacingExecutives.For
details,see"LearnAbouttheExecutiveDashboard"onpage10.
2. MakesuretheHPITExecutiveScorecardsettingsareconfigured.Fordetails,seePerformthe
MaintenanceoftheExecutiveScorecardModuleintheAdministratorGuide.
3. MakesuretheHPITExecutiveScorecardusersandpermissionsareconfigured.Fordetails,
seeManageUsersintheAdministratorGuide.
4. CreateandactivateScorecards,Perspectives,Objectives,Metrics,andKPIs.Fordetails,see
"CreatetheExecutiveDashboardContentsintheStudio"onpage43.
5. EnrichtheDashboardcontentswithMetricBreakdownsandKPIs,overrides,Cascading
Scorecards,andmore.Fordetails,seeEnrichtheDashboardContents.
6. Reviewtheout-of-the-boxExecutivepages,addcomponentstopages,createyourown
components,orcreateyourownpages.Fordetails,seePreparetheDashboardDisplay.
7. TheExecutiveusercannowviewandanalyzetherelevantbusinessobjectives.Fordetails,
seeViewandAnalyzetheBusinessObjectives.
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Learn About the Executive Dashboard
Thissectionincludesthefollowingtopics:
ExecutivePersonasandtheirBusinessChallenges 11
ManagetheSemanticLayer(ContextsandUniverses) 12
ITDataModel 13
Scorecards 14
BalancedScorecards 15
Perspectives 18
Objectives 19
KPIsandMetrics 20
KPI andMetricFormulaandFilter,Threshold,Value,Trend,andScore 21
Folders 24
TheScorecardKPI Engine 25
HP IT ExecutiveScorecardArchitecture 26
TheExecutiveScorecardSolution 27
ExecutiveScorecardComponents 30
ExecutiveDashboardCapabilities 31
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