- Using Oracle Business Intelligence or Oracle Analytics for Oracle Taleo Enterprise Edition
- Creating a Custom View
Creating a Custom View
Before you start
BI Author Developer
BI Tenant Administrator
Home > Oracle Analytics > Catalog
Here's what to do
- Edit the scorecard in which you want to create the custom view. For information, see "Opening or Editing a Scorecard"
- In the Scorecard Documents pane, click the New
Object toolbar button and select Create Custom
View
The Custom View tab: Diagram tab is displayed.
- Drag objectives and KPIs from the Strategy pane and drop them on the diagram.
- Specify how you want each objective or KPI to be displayed
on the diagram. For each objective or KPI, select it on the diagram
and specify whether you want it displayed as:
Its full version. To do so, click the Full toolbar button.
Its simple version. To do so, click the Simple toolbar button.
One of its properties. To do so, click the Property toolbar button and select the property.
- (optional) Specify a background image, a background color, or both by clicking the Properties toolbar button to display the Custom View Properties dialog.
- To:
Display options that enable you to work with a node, click the Options button (on the right side of the node) to display the Node Options Menu.
Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse this data, click the up arrow.
Zoom in and zoom out of the diagram, use the toolbar buttons on the Scorecard editor: Custom View tab.
-
Work with comments:
Hover the mouse pointer over the Comment button in the upper-right corner of a node to display the Status window where you can read the comments that were previously added, add another comment, or reply to a comment.
Click the Options button on the right side of the node to which you want to add a comment and select Add Comment from the Node Options Menu. The New Comment dialog is displayed, where you can add a comment or read any comments that were previously added.
See "Comments".
-
Work with status overrides on nodes for which you are the business owner:
Hover the mouse over the red asterisk (if available) in a node to display the Status window where you can view the overrides that were previously applied or apply another override.
Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the Node Options Menu. The Status Override dialog is displayed, where you apply another override or view any overrides that were previously applied.
See "Status Overrides" and "Status Overrides".
- Click the Custom View tab: Details tab.
- Specify a description, assign the business owner, and specify related documents, as appropriate. (By default, the business owner is the creator of the scorecard.)
- Click Save. In the Save As dialog, you can rename the cause & effect map rather than use the default name.