Validation steps |
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Access the SAS Information Delivery Portal.
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Login using the sasdemo credentials provided during configuration.
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To create a link to the SAS Strategy Management application: On the Portal
page, add a portlet of type Collection Portlet by selecting Customize
> Edit Page > Edit Page Content and clicking "Add Portlets" button.
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Select the Collection Portlet from the Portlet type pull down menu.
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From within the portlet you just created, click the "Edit Content" icon.
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Click "Add Items" button. Enter the name of the Strategy Management application. Enter the
URL for the application.
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In the Collection portlet on the Portal page, click the link that you just created.
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In Template and Project Manager, select the KPI Template
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Create a new KPI project by selecting "New Project". Go through the New Project wizard and
select a location to save the project (e.g. My Folder), enter a project name
and select the default StM Time Hierarchy (Stm_Time_Hierarchy).
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Accept the defaults in the remainder of the wizard.
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Create a new element in the project you created by selecting the default "Scorecard - 1"
and selecting "New Element".
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Enter an element name, "Increase revenues"
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Enter a metric attribute value by selecting the action drop down button for the element,
then select "Edit metric attributes".
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Select "Actual" metric attribute, select the "Actual value" checkbox and enter a manual
value.
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In the Column selection pulldown select "All Materic Attributes", click Go.
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On the Scorecard page, select the "Portal" link
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Select Customize > Edit Page > Edit Page Content
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Click "Add Portlets".
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Select "Performance table" portlet type.
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From within the portlet you created, click on "Edit portlet"
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Select the "KPI Template" from the Template pulldown.
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Select the KPI project you created.
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In the Scorecard field, expand the scorecard tree and select "Scorecard - 1"
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In the "Column selection" pull down select "All Metric Attributes". Accept all other default selections.
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Ensure that the Performance table portlet displays the scorecard, the element and the metric attribute value.
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Select Customize > Edit Page > Edit Page Content and clicking "Add Portlets".
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Select "Strategy Management" portlet type
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In the "Project" pull down menu, select the KPI project you created
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In the "Available tiles" section, move the Table view to the "Selected tiles" section.
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Click on "Edit tile properties..."
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Under the "Exploration Controls" section, select the checkboxes "Display element type
control" and "Display column selection control".
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As "Default column selection", select "All Metric Attributes".
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Click OK, then Save.
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Ensure that the Strategy Management portlet displays the table tile with the element and the metric value.
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