Create KPI Watchlists

You can create a KPI watchlist as a place for users to track and update one or more KPIs.

Use the following procedure to create a KPI watchlist. See Edit KPI Watchlists.

  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, is displayed.
  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.
  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.
  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.
  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.