Strategy Tree tab: Diagram tab

Use this tab of the "Scorecard editor: Strategy Tree tab" to view an objective and its supporting child objectives and KPIs hierarchically in one of the following types of diagram:

Strategy tree diagram
Strategy contribution wheel diagram

For more information, see:

Components for the Strategy Tree Diagram

Diagram

Displays a tree diagram for the objective.

To:

Display options that allow you to work with a node, click the Options button (on the right side of the node) to display the "Node Options Menu."
Display additional performance data for a KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse this data, click the up arrow.
Expand or collapse a node, click the plus (+) or minus (-) icon beneath the node.
Zoom in and out of the diagram, use the toolbar buttons on the "Scorecard editor: Strategy Tree tab."
Work with comments (if any), click the Comment button in the upper-right corner of a node to display the "Status window," where you can read the comments that previously have been added, add another comment, or reply to a comment. See "About Comments"for additional information.
Work with status overrides (if any), click the red asterisk in a node to display the "Status window," where you can view the overrides that previously have been applied or apply another override. See "About Status Overrides"for additional information.
Change the type of diagram to a strategy contribution wheel diagram, right-click in the background outside the tree and select View as Wheel Diagram or click the Wheel Diagram Type toolbar button in the "Scorecard editor: Strategy Tree tab."

Bird's-eye View

Displays an overhead view of the tree diagram. The white box focuses on the nodes that are currently in view in the diagram area.

If (and only if) all of the nodes do not fit in the content pane, then you can drag the white box to scroll the diagram.

Components for a Strategy Contribution Wheel Diagram

Information Pane

Displays information about the current node (that is, the node over which the mouse pointer is hovered or, if the mouse pointer is not hovering over a node, the selected node, which has a dark outline).

To change the location of the Information Pane, drag it to the desired location. This location is only temporary and will not be saved.

Diagram

Displays a strategy contribution wheel diagram for the objective.

To:

Display information specific to a node (such as the weight assigned to it in its parent's assessment rule), hover the mouse pointer over the node.
Display options that allow you to work with a node, right-click the node to display the "Node Options Menu." For example, you can change the focus of the wheel using the Focus on Node and Focus up to Node options.
Change the focus of the wheel down to a descendant, double-click the descendant node.
Zoom in and out of the diagram or set properties for the strategy tree, use the toolbar buttons on the "Scorecard editor: Strategy Tree tab."
Drill to the next level or collapse a level, hover the mouse pointer over the concentric rings on the outer border of the wheel and click the Drill to next level or Collapse Level triangle.
Expand or collapse a node or group of nodes that appear as slivers (that is, appear very thin) in the diagram, click the Expand Section triangle or the Collapse Section triangle that displays when you hover over it.
Work with comments (if any), click the Comment button in a node to display the "Status window," where you can read the comments that previously have been added, add another comment, or reply to a comment. See "About Comments" for additional information.
Work with status overrides (if any), click the white dashed line around the border of a node to display the "Status window," where you can view the overrides that previously have been applied or apply another override. See "About Status Overrides" for additional information.
Change the type of diagram to a strategy tree diagram, right-click in the background outside the wheel and select View as Tree Diagram or click the Tree Diagram Type toolbar button in the "Scorecard editor: Strategy Tree tab."

Focus trail

Displays a group of small circles that represent the node in the center of the strategy contribution wheel and any of its ancestors that are included in the diagram.

Use the focus trail to change the focus of the strategy contribution wheel up to an ancestor by double clicking the circle that represents the desired ancestor.

Node Options Menu

The Node Options menu is displayed from the Options button on a node (that is, a representation of an objective or KPI) in a view diagram. The options that are available depend on the type of view and can include the following:

Action Links — Displays the action links that are available for the current status of the objective or KPI. Click a link to execute the action.
Add Comment — Use this option to display the "New Comment dialog," where you add a comment to the objective or KPI.
Add Related Strategy Nodes — Use this option to add to the diagram objectives that are related to this objective (that is, are linked by cause or effect).

Analyze — This option is available only for a KPI. Use this option to create an analysis based on the KPI. The analysis is automatically saved in the catalog in the My Folders/Drills folder.

Note:

Because the My Folders/Drills folder is used for temporary storage, the analysis might not persist after the Oracle Business Intelligence session ends. To preserve the analysis, copy it to another directory. For example, to preserve an analysis that you plan to use in a shared dashboard, copy it to a folder in /Shared Folders.

Contact Owner — Use this option to display the "Contact Owner dialog," where you can contact the business owner of the objective or KPI.
Drill Down — This option is available only in strategy tree diagrams. Use this option to move the focus on this node and expand the node to show its children.
Drill Up — This option is available only in strategy tree diagrams. Use this option to collapse the node and move the focus to the parent node.
Focus on Node — This option is available in strategy contribution wheel diagrams and strategy trees. Use this option to change the focus (that is, the center node) of the strategy contribution wheel or the strategy tree to the Node identified in the option. For example, right-clicking a node that represents the Broaden Sales Channels objective and selecting Focus on Broaden Sales Channels changes the center node to the Broaden Sales Channels objective.
Focus up to Node — This option is available in strategy contribution wheel diagrams and strategy trees. Use this option to change the focus of the strategy contribution wheel or strategy tree up to the Node identified in the option (that is, to an ancestor of the current node). For example, if the center node represents the Broaden Sales Channels objective, right-clicking the center node and selecting Focus up to Expand Market Share changes the center node to the Expand Market Share objective (an ancestor of the Broaden Sales Channels objective).
Hide — This option is available only for cause & effect maps. Use this option to hide the node on the diagram.

You might, for example, want to hide some nodes so that you can view only the nodes for which you are the business owner.

To hide multiple nodes at one time, click the Cause and Effect Map Preferences button on the cause & effect map toolbar to display the "Cause & Effect Map Preferences dialog: Hidden Nodes tab."
Open — Use this option to display the objective or KPI for editing or viewing, depending on the current mode.
Override Status — Use this option to display the "Status Override dialog," where you override the status of the objective or KPI.
Remove From Diagram — Use this option to remove the objective or KPI from the diagram.
Show Hidden Causes — This option is available only for cause & effect maps. Use this option to show any causes that were hidden on the diagram.

To show multiple hidden nodes at one time, click the Cause and Effect Map Preferences button on the cause & effect map toolbar to display the "Cause & Effect Map Preferences dialog: Hidden Nodes tab."

The right-click menu of an objective and KPI also contains these options.