Creating KPI Watchlists

Use the following procedure to create a KPI watchlist. See "Editing KPI Watchlists" for additional information about opening KPI watchlists for editing.

To create a KPI watchlist:

1. To create a KPI watchlist, do one of the following:

   • From the Home page, in the global header, click New and then select KPI Watchlist. The "KPI Watchlist editor" is displayed.

   • From a scorecard, go to the Scorecard Documents pane, click the Create Object toolbar button, and then select KPI Watchlist. The "KPI Watchlist editor," shown in Figure 11-12, is displayed.

   Figure 11-12 The KPI Watchlist Editor

   
   

2. If you are creating a KPI watchlist from the global header, then select any KPI from the catalog pane and drag it to the watchlist table.

   If you are creating a KPI watchlist within the Scorecard Editor, then select a KPI from any pane within the Scorecard Editor and drag it to the watchlist table. The "Add KPI dialog" is displayed.

3. Enter a label for the KPI and if the KPI contains dimensions, then pin values to the dimensions as needed. Click OK. See "What Are Dimensions and Pinned Dimension Values?" for additional information about pinning.

4. To edit the KPIs included on the watchlist, edit the KPI's watchlist entry, remove the KPI from the watchlist, analyze the KPI, open the KPI definition, or contact the owner of the KPI, select a KPI from the table, click Objects, and select an option. See "KPI Watchlist editor: Performance tab" for additional information.

5. To add or remove columns from the watchlist table, click View and select Show More Columns.... The "Show More Columns dialog" is displayed.

6. Click the KPI Watchlist Editor's Details tab to provide a description of the watchlist, identify a business owner, and add links to related business intelligence objects or external links. See "KPI Watchlist editor: Details tab" for additional information.

7. Click Save.

   If you are creating a new KPI watchlist, then the "Save As dialog" is displayed where you specify the KPI watchlist's name and where you want to save the watchlist.

   If you want the watchlist to display within a scorecard's "Scorecard Documents pane," save the watchlist to the scorecard object's folder within the catalog.