Create or Edit an Indicator :: SAS(R) BI Dashboard 4.3: User's Guide

Overview

There are six general steps to create or edit an indicator:

When you edit an indicator, you can perform any of the steps in any order.

Start to Create or Edit an Indicator

To start to create or edit an indicator:

Click Manage Dashboards.

The dashboard designer appears.
To create an indicator:
1. In the Library view of the Objects pane, select Indicator from the New drop-down list.
  
  The Create an Indicator dialog box appears.
2. Type the name.
3. Select the display type.
  
  Other controls might appear below the Indicator data field, based on the display type that you select.
4. To select existing indicator data, click Browse next to the Indicator data field, navigate to the indicator data, and then open it.
5. To create indicator data, click New next to the Indicator data field.
  
  For more information, see step 2 of the task Start to Create or Edit Indicator Data.
6. Click OK.
To edit an indicator, in the Library view of the Objects pane, navigate to a location that contains an indicator, and then double-click the name.

Note: You can choose to display only indicators in the library tree by selecting Indicator from the Show drop-down list.

Define the General Properties

Change the height and width by specifying values in the controls or by clicking the indicator and dragging the resize handles.

The height and width values are in intervals of five pixels.

Note: For an interactive summary chart and detail chart display or an interactive summary chart and detail plot display, the minimum legible dimensions are 380 x 450 pixels.

These height and width settings apply only when the indicator is displayed by itself, not on a dashboard. When displayed on a dashboard, the indicator's height and width are specified in the Object area of the Properties pane.
Select the display type.

Other controls might appear, based on the display type that you select.

For information about gauges, see Select a Gauge for an Indicator.
To select existing indicator data, click Browse next to the Indicator data field, navigate to the indicator data, and then open it.

Note: You interact with range data, if available, in the same manner as the indicator data.
To create indicator data, click New next to the Indicator data field.

For more information, see step 2 of the task Start to Create or Edit Indicator Data.
To use existing indicator data, click Browse, navigate to the indicator data, and then double-click the name.
To edit the indicator data, click Edit.
For more information, see one of the following:
To create indicator data, click New next to the Indicator data field.

For more information, see step 2 of the task Start to Create or Edit Indicator Data.
(Optional) Choose how to sort the displayed data.

Define the Role-Mapping Properties

The role-mapping properties determine which data is included in the display, how the data is grouped, how the data is summarized, and so on.

The role-mapping properties that are available depend on the type of display that you select.

For a list of the role-mapping properties, see Indicator Role-Mapping Properties.

Define the User Personalization Properties

(Optional) Choose whether to allow users to manage alerts and whether to limit which e-mail templates the user can select.

Set Up the Links

Click at the top of the Properties pane.

The Set Up Link dialog box appears.

Note: You cannot set up links for these indicator display types: chart with slider prompt, dynamic prompt, and dynamic text.
From the Link type drop-down list, select the type of link.
From the Link target drop-down list, select a window in which to open the link target.
If you selected an external link, type the URL of the link in the Link field.
If you selected a type other than an external link, click Browse next to the Link field, and then select an item.

The available choices depend on the type of link.
(Optional) To specify the parameters for the URL specified in the Link field that supports parameters:
1. Click .
  
  The Name and Data point lookup controls appear.
  
  Note: If you select Web Report for the link type, the Name column is renamed Displayed Text.
2. Type the name of the parameter, and then select the data point lookup associated with the parameter.
  
  The name must match the expected name exactly, including case.
  
  The data point lookup is the data column that contains the parameter values.
3. Add as many parameters as needed.
4. To delete a parameter, select a row and then click next to the row.
5. To order the parameters, select a parameter, and then click the arrow buttons next to the parameter table.

Create or Edit an Indicator Alert

Overview

To create an indicator alert, click Edit Indicator Alerts icon

at the top of the Properties pane.

Note: The trigger interval for an indicator alert depends on a range. Therefore, you can create an indicator alert only for an indicator that uses a display type that supports a range.

The Edit Indicator Alerts dialog box appears.

To create an indicator alert:

Click New Alert.
Type the name of the alert.
From the Gauge definition and Trigger interval drop-down lists, select the gauge definition and the interval to trigger the alert.
Choose when to trigger the alert: Any gauge is in the interval or % of gauges are in the interval.
If you chose % of gauges are in the interval, type a percentage in the field next to the check box.
Select the delivery method for the alert: Alerts portlet or E-mail subscribers.

Note: You can select both.
(Optional) If you selected E-mail subscribers:
1. From the E-mail template drop-down list, select the e-mail template to use to format the e-mail.
2. Type the subject and additional message to include in the e-mail.
3. Click next to the list of alert subscribers, and then select users and user groups.
  
  For more information, see “Add Users and User Groups,” which follows.
4. To remove a subscriber, select one from the list, and then click .
Add Users and User Groups
1. Type the text to search for in the Search field.
  
  Partial text is valid. Wildcards are not supported.
2. Select the category (or both categories) to search.
3. Click Search.
  
  A table appears with all entries that match the search criteria.
4. From the table, select the check box next to each entry that you want to add.
  
  Note: You can also drag an entry from the table into the List of alert subscribers.
To limit the number of alerts, select the Limit alerts on frequently changing indicators check box, type a value, and then select a time interval.

To edit an indicator alert:

From the Alerts table, select an alert.

The properties of the alert appear on the left side of the dialog box.
Edit the properties.

To delete an alert, select one from the Alerts table, and then click Delete icon

.