Creating a KPI Watchlist

Before you start

You must have one of the following user type permissions:

• BI Author Developer

• BI Tenant Administrator

Home > Oracle Business Intelligence or, for Oracle Analytics,

Home > Oracle Analytics

Here's what to do

1. To create a new KPI watchlist, do one of the following:

   • From the Home page, locate the global header, hover the mouse pointer over the New menu, and select KPI Watchlist.

   • From a scorecard, go to the Scorecard Documents pane, click the New Object icon list, and select KPI Watchlist.

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.
3. Enter a label for the KPI and if the KPI contains dimensions, then pin values to the dimensions as needed. Click OK. For more information about pinning, see "Dimensions and Pinned Dimension Values"
4. To edit the KPIs included on the watchlist, edit the KPI's watchlist entry, or remove the KPI from the watchlist, 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....
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.