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Value Management Dashboard / iCI Dashboard - iCI Configuration App User Manual I

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Table of Content

1 Introduction

1.1 Objective

2 Navigation

2.1 Views

2.1.1 Define Dashboard

2.1.2 Define Input Measures

2.1.3 Maintenance completed

3 --> Part II Value Management Dashboard / iCI Dashboard - iCI Configuration App User Manual II

1 Introduction

The iCI Config App (interactive Continuous Improvement Configuration Application) is a maintenance tool for the iCI Dashboard (interactive Continuous Improvement Dashboard) which helps to:

  • create/update/delete scorecards, KPI groups and KPIs
  • maintain Thresholds, Baselines and URs of KPIs
  • maintain Weight of KPI groups and KPIs
  • create/update/delete Charts and Series for Input Measures of KPIs

1.1 Objective

Purpose of this document:

  • This outline shall give an overview and introduce the navigation of the iCI Config App.
  • This outline enables the reader to create and edit own scorecards, KPI groups and KPIs.
  • This outline enables the reader to set properties for a KPI group or KPI.
  • This outline enables the reader to create and edit own charts and series for Input Measurement.

2 Navigation

This section describes how to navigate through the ICI Config App. It does not describe how to maintain the iCI Dashboard. This will be explained in section 3.

If you open the iCI Config App, you will see this landing page.

Figure 1 Overview landing page

The landing page is the first of three roadmap steps. To maintain the iCI Dashboard you run through these three steps by clicking on “Next”-Button, ”Previous”-Button or a roadmap step in the top level selection.

Figure 2 Top level selection

In addition the navigation structure is visualized by the following figure.

Figure 3 Navigation structure

2.1 Views

A short introduction to the existing views:

Define Dashboard” is the landing page and first view of the iCI Config App. This view enables the user to create and edit own scorecards, KPI groups and KPI’s. The second View “Define Input Measures” can be used to create and edit charts and series for Input Measures of a selected KPI. The “Maintenance completed” view gives an insight to the log of operations which were executed in the first two steps. It is an easy way to reproduce user activities.

2.1.1 Define Dashboard

This view contains a KPI tree table, iCI Dashboard preview, selection panel and properties popup.

2.1.1.1 KPI Tree Table

The KPI tree table called “Scorecards, KPI Groups & KPIs” holds the same KPI data like the iCI Dashboard Application in a hierarchical, but more compressed way making it easier to maintain the elements.

Figure 4 Tree table “Scorecards, KPI Groups & KPIs” (unassigned KPIs)

The table consists of three columns. Column “Name” holds names of different iCI Dashboard elements. “Unit” and “Calculation Mode” are relevant columns for KPIs.

There are nodes which can be expanded or collapsed by pressing or . The root node “iCI Dashboard” at the top represents the iCI Dashboard Application. Scorecards are the first child nodes of the root node containing KPI groups as their children. After all KPI groups are the last expandable nodes holding the KPI elements.

The very first child node of “iCI Dashboard” contains KPIs that are not assigned to a scorecard or KPI group (shown in Figure 4). They are part of the unique KPI group “unassigned” which is part of the unique scorecard called “unassigned”. These KPIs are not displayed in the iCI Dashboard Application. How to assign them to a scorecard and KPI group will be explained in section 3.1.3.

There is a pencil () placed on top of the upper right corner of the tree table. If the pencil is pressed, Display-Mode will be switched to Edit-Mode. The symbol will change to a pair of glasses (). Pressing the symbol again switches back to Display-Mode.

The “unassigned” scorecard is followed by scorecard nodes containing KPI groups including KPI elements which are actual visible in the iCI Dashboard Application (shown in Figure 5).

Figure 5 Tree table “Scorecards, KPI Groups & KPIs” (structure)

2.1.1.2 iCI Dashboard Preview

Next to the KPI tree table you can find an iCI Dashboard preview.

Figure 6 iCI Dashboard preview (Define Dashboard)

In this preview you can see how the structure looks like in the iCI Dashboard Application. If you select a row of the KPI tree table, an element of the preview will be highlighted by a red frame. Which preview element will be highlighted depends on the type of the KPI tree table element.

For example if you select a scorecard in the KPI tree table, the scorecard section in the preview will be highlighted red (shown in Figure 6).

It points out how the data is mapped from iCI Config App to iCI Dashboard making it more understandable for the user.

2.1.1.3 Selection Panel

The selection panel is placed below the KPI tree table. Depending on the type of a selected KPI tree table element the selection panel shows context-sensitive content.

Figure 7 selection panel (root node selected)

There are text fields showing information according to the selected element. If Edit-Mode is activated, the user is able to edit some of these fields. Furthermore the user has access to different operations by pressing a selection panel button.

Figure 8 selection panel (KPI selected)

To demonstrate the context-depending content you can see what happens when selecting the root element “iCI Dashboard” (shown in Figure 7) in contrast to a KPI element (shown in Figure 8). In Figure 7 you can only add a new scorecard by pressing “Add ScoreCard”. In Figure 8 you can edit the name, unit and calculation mode of the KPI, save your changes, remove the KPI or have a deeper look into the properties. If you press you can lay open another text field showing the KPI ID. By pressing the KPI ID will be hidden again.

Just select elements with different types from the KPI tree table to get to know all possible patterns the selection panel provides.

2.1.1.4 KPI Group properties and KPI properties

To get a look into the properties of a KPI group or KPI select such an element from the KPI tree table and press the “Properties…” selection panel button. A popup will appear showing the properties of the selected element categorized by some tabs.

Figure 9 properties popup (KPI selected)

If a KPI is selected (shown in Figure 9), the tabs “Status”, “Trend”, “Weight”, “Baseline” and “URL” will be available. Otherwise if a KPI Group is selected, the popup shows only “Weight” as a tab. What functionalities these properties have and how to edit them will be explained in section 3.1.7.

2.1.2 Define Input Measures

This view is structured the same way like “Define Dashboard” View. There exist a chart tree table, an iCI Dashboard preview and a selection panel.

2.1.2.1 Chart Tree Table

The chart tree table “Charts & Series” stores charts and series of a KPI. When entering the view the tree table shows no data because no KPI has been selected yet. To do so, there is an additional control in the upper right corner of the table, right next to the Edit-Mode Button. This dropdown box contains all available KPIs. You can type in a KPI name or press the arrow () which opens an item list to select a KPI. Once a KPI is selected the chart tree table shows appropriate data.

Figure 10 Tree table “Charts & Series”

The root node “Charts” has expandable child nodes. Each of them represents an Input Measure chart of the KPI in the iCI Dashboard. Furthermore a chart includes different graphs which are referred here as series. Three charts can be assigned to a KPI, each with a maximum of three series.

2.1.2.2 iCI Dashboard Preview

As well as in the first roadmap step the Dashboard preview illustrates how the mapping from iCI Config App to iCI Dashboard is managed

Figure 11 iCI Dashboard preview (Define Input Measures)

Selecting a chart in the tree table will highlight one of the three chart sections depending on the number of the chart in the table (shown in Figure 11). Besides selecting a series will highlight the series section of the related chart. The chart “KPI Results” on the left hand side is always generated automatically.

2.1.2.3 Selection panel

As well as in “Define Dashboard” the selection panel generates context-sensitive content. Selecting a chart in the chart tree table creates following content (shown in Figure 12).

Figure 12 selection panel (Chart selected)

Choosing a series generates the content below (shown in Figure 13). Important for series is the Input Measure ID. It is a reference to the necessary graph values for the series. How to handle with Input Measure IDs is explained in section 3.2.2.

Figure 13 selection panel (Series selected)

2.1.3 Maintenance completed

This is the last View. It contains a session log, a history log and a link to the iCI Dashboard.

Figure 14 session log

When the maintenance for KPIs and charts is done you can review your changes of your current session in the session log (shown in Figure 14). The log table has five columns displaying the essential data. It shows operations (create, update, remove, delete) and the time when they were executed. Column “Type” holds the affected element types (scorecard, KPI group, KPI, KPI properties (thresholds), chart and series). Columns “Old Element” and “New Element” list the names of the affected elements.

If the user has got write permissions in the iCI Dashboard, he will automatically have access to the history log. The history log can be reached by clicking the history log button below the session log table.

The History Log lists every operation executed by a user in the iCI Config App. It has an additional column “User” containing the SAP user names.

To get to the iCI Dashboard a link is offered called “Open iCI Dashboard” on the right hand side above an image showing the iCI Dashboard.

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