Configuring Indicators

The default indicators you define apply throughout the application. You can make your selections from a total of sixteen (16) available indicator colors and seven (7) available shapes; however, the system only supports a maximum of seven (7) enabled indicators at a time. You are required to define and enable at least two (2).

To edit the indicators:

  1. In the Indicators group on the Defaults tab, click Edit. The Indicators dialog box appears.
  2. Select an indicator in the table.
  3. Click the Enable button to activate the indicator for use in the application. (Click the Disable button to stop using the indicator in future modules.)
  4. Enter a name for the indicator in the Name field. For example, instead of Orange type Underperforming.
  5. Select one of the sixteen supported colors for the indicator from the Color drop-down list.
  6. Select one of the seven supported shapes for the indicator from the Shape drop-down list.
  7. Repeat step 2 to 5 to define at least two (2) and no more than seven (7) enabled indicators.
  8. (Optional) Click Report... to generate and view a report detailing the impact of your selections. For example, the default red circle indicator will likely be used in numerous categories. If you have it set to be disabled, the Indicator Functions with Indicators about to be Disabled/Re-enabled report will show you the categories that displayed it and will also show you how the system will interpret future results using other indicators while it is disabled.
  9. Click OK when finished. One or more message boxes may appear to notify you if any indicator function results have changed.

Related Topics

The Defaults Tab

Accessing the Defaults Tab

Viewing First Quarter Start Day

Defining the User Name Format

Editing the Reports Header

Setting the Maximum Search Results

Setting Investor Map Defaults

Enabling Auto Renaming for Duplicate Names

Defining Dependency Defaults

Customizing the Branding Strip

Defining How Horizontal Value Functions Treat Null Values

Defining How to Treat Blank Scorecard Values

Editing the Regional Options



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Last Published Thursday, December 10, 2020