Strategic Dashboard 7.2: ST - OST 200 SP06

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User

Guide PUBLIC
Focused Insights for SAP Solution Manager
Document Version: 2020-06-23


Strategic Dashboard 7.2
ST -OST 200 SP06
Document History

Version Date Change

1.0 2017-07-04 Initial version

1.1 2017-07-31 Support Package 1 (SP01)

1.2 2018-07-12 Support Package 2 (SP02)

1.3 2019-02-21 Support Package 3 (SP03)

1.4 2019-08-09 Support Package 4 (SP04)

1.5 2019-01-07 Support Package 5 (SP05)

1.6 2020-06-23 Support Package 6 (SP06)

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Contents

1 Dashboard links ......................................................................................................................................................................... 1


2 Configurations ............................................................................................................................................................................ 2
2.1 Instance configuration ................................................................................................................................................................................. 2
2.1.1 Score configuration ..................................................................................................................................................................... 3
2.1.2 KPI(s) selection.............................................................................................................................................................................. 4
2.1.3 Saving the configuration and creation of the instance ............................................................................................... 5
2.2 Instance editing ............................................................................................................................................................................................... 7
2.2.1 Score Edition ................................................................................................................................................................................... 7
2.2.2 Score deletion................................................................................................................................................................................. 8
2.2.3 KPI Edition ........................................................................................................................................................................................ 8
2.2.4 KPI deletion ...................................................................................................................................................................................... 9
2.2.5 Metric edition .................................................................................................................................................................................. 9
2.2.6 Metric deletion............................................................................................................................................................................. 10
2.2.7 Instance edition........................................................................................................................................................................... 11
2.3 Instance deletion.......................................................................................................................................................................................... 11
3 Dashboard ................................................................................................................................................................................ 12
3.1 Instances View .............................................................................................................................................................................................. 12
3.2 URL parameters ........................................................................................................................................................................................... 13
3.3 Dashboard Layout ....................................................................................................................................................................................... 13
3.3.1 Header ............................................................................................................................................................................................. 14
3.3.2 Instances Selection Header .................................................................................................................................................. 16
3.3.3 Top Utilities Pane ....................................................................................................................................................................... 16
3.3.4 The Content Area ....................................................................................................................................................................... 17
3.4 Content Navigation..................................................................................................................................................................................... 17

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1 Dashboard links

Start the Dashboard Launchpad using this link:


[protocol]://[domain:port]/sap/bc/ui5_ui5/stdf/central/index.html
In the launchpad, all the configured instances are grouped per dashboard. For accessing the Strategic instances,
the user should click on "Strategic" tile.

Figure 1 FI Launchpad - Home view

Figure 2 FI Launchpad - Strategic view

Dashboard link: [protocol]://[domain:port]/sap/bc/ui5_ui5/stdf/scr_dash/index.html?configId=X,Y,Z


Note that the X, Y, Z at the end of the link stands for the configuration ids.

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Figure 3 Strategic Dashboard - Instances view

2 Configurations

2.1 Instance configuration

The configuration of the dashboard can now directly be made from the dashboard itself rather than on the
webdynpro configuration application. On the strategic view, click on Create New Instance button.

You can start creating the new instance by clicking on the “plus” button on the upper right range of the screen like
shown in the next figure:

Figure 4 Add i nstance button

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Figure 5 Instance configuration window

After clicking on this button, a window will be displayed and ask you to enter the name and the id of the instance.
A green symbol will appear to confirm that this id is available, and an underscore is added before the id to
distinguish the instances created with the former version from those created with this dashboard version.

The user can also check the checkbox “Red flag” if he wants to see a red flag on the tile if the value of the metric is
not compliant to the defined range.
The “Current month” and “Last month” options are used to define the period of measurement.

When you finish configuring your instance you should click on the “create” button to save the modifications and to
create affectively a new instance.

2.1.1 Score configuration

The user should create a score, and this can be done by clicking on the “plus” button like shown in the figure
bellow:

Figure 6 Add a score

Another window will be displayed and ask you to enter a score name and to fix the green to yellow and yellow to red
threshold’s values.

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Figure 7 Score configuration window

2.1.2 KPI(s) selection


After clicking on “Add” button the following screen will be displayed:

Figure 8 Main configuration screen

The user should select one or several KPI(s) from the catalog and click on “Add KPI(s) selected” button.

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Figure 9 Add KPI(s) button

The following window will be displayed, this window allows you among others to add the selected KPI(s) to many
scores:

Figure 10 KPI configuration window

2.1.3 Saving the configuration and creation of the instance

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Figure 11 “Saving” button

Then the user will need to save the configuration by clicking on the floppy-disk icon just behind the “plus” button in
the top of the main configuration page.

Figure 12 “Trigger data collection” button

To this point the user still can’t have results since the data collection has not been executed yet, to speed-up the
process the user should click on the “trigger data collection” button. This message will appear to inform you that
the operation is running.

Figure 13 Data collection execution

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2.2 Instance editing
To edit the instance the user should click on the pencil icon like shown in the following figure.

Figure 14 Editing button

By clicking on the edit button, the user will be redirected to the following configuration interface in which you can
Edit configured KPI(s) or add new ones you can also edit, delete and add scores, you can even edit metrics from
the metrics table and finally edit the instance.

Figure 15 Instance edition interface

2.2.1 Score Edition


This can be done by clicking on the following button:

Figure 16 “Score edition” button

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2.2.2 Score deletion
The deletion of the score can be done by clicking on the following button:

Figure 17 “Score deletion” button

2.2.3 KPI Edition


You can Edit your selected KPI by using this button:

Figure 18 KPI edition button

The following box will be displayed:

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Figure 19 KPI edition box.

2.2.4 KPI deletion

You can delete a KPI by clicking on this button:

Figure 20 “KPI deletion” button

2.2.5 Metric edition


The following button allow you to enter the edition mode:

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Figure 21 “Metric edition” button.

Then you’ll have to configure the following entry fields:

Figure 22 Metric configuration table

You can add the metric to a group or even create your own group.

Figure 23 “Create a new group” button

If you want to see the OCC query you need to click on the following button:

Figure 24 "Show OCC query “button.

If you want to expand the table to the whole screen you should click on this button.

Figure 25 "Full Screen mode” button

2.2.6 Metric deletion


You can delete a metric by clicking on the following button.

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Figure 26 “Delete metric” button

2.2.7 Instance edition


To edit the instance, you should click on the “instance settings” button like shown below.

Figure 27 Instance settings

2.3 Instance deletion


If you want to delete an instance you just should click on the “cycle bin” icon just behind the “plus” button.

Figure 28 “Deletion” button

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3 Dashboard

Once the configuration has been done, you can access the dashboard to see what you have configured. To access
the dashboard based on the view, please follow section 3.1.

3.1 Instances View


The first view is the Instance View. The dashboard will show level 1 items by instances. You can access it by using
Focused Insights Launchpad as follow:
• Select Strategic tile.

Figure 29 Select Strategic tile

• Select the instances you want to go to, and select button go to Dashboard.
Select two or more instances, a jump in button will be displayed, you can choose one of these options
o Open in new window
o Navigate in the same window
o Get links for the selected instances

Figure 30 Select Strategic instances to jump to

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This scenario shows the case when you open the instances in a new window:

Figure 31 Strategic Dashboard - Instances View

The dashboard is showing each instance in the instance selection header

Figure 32 Instance Selection Header

You can switch between instance by clicking the title of the instance.

3.2 URL parameters


The user can add several parameters to the URL to execute functionalities as described below:
Here is the parameters list that can be added to the application URL to perform the activities described below:
· ColorScheme=Dark to select dark mode (ColorScheme=Light is the default mode)
· fullScreen=X to display dashboard in fullscreen
· autoSwitchOnIdle=true/X working with carousel feature, it enables the auto-switching between the displayed
instances (autoSwitchOnIdle=false by default)
·

3.3 Dashboard Layout


When you launch a created instance, you will enter the dashboard based on the view that you have chosen.

Figure 333 Strategic Dashboard

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3.3.1 Header

Figure 34 Dashboard Header

The header is composed of:

· Side pane toggle button


· SAP Logo
· Dashboard Model Name: Strategic Dashboard
· Create New Instance button
· Delete Selected Instance button
· User Settings button with user name as label. When chosen, it pops up a menu:

Figure 35 User Menu Dialog

o Choose Personalization to open the Personalization pane, in this pane figure the Global Settings
and instance settings sections:
Instance Settings
This section contains the settings related to the selected instance.

Figure 36 Instance settings

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Global Settings section:

Figure 37 Global Settings Dialog

In this dialog the user can select these options:

§ Color schema theme "Light or Dark"


Below a screenshot of the dashboard with the dark mode.

Figure 38 Strategic Dashboard - Dark Theme

§ The maximum number of messages to store in the message dialog.


§ The Auto Switching of Instances:
- Set the inactive time for the dashboard to determine user is idle to activate the function.
- Set waiting time between switch of instances

o Choose Information to open Basic Information Dialog.

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Figure 39 Information Dialog

o Logout button: Click on it to logged out.

3.3.2 Instances Selection Header


This header allows you to switch between instances manually.

Figure 40 Instance Selection Header

3.3.3 Top Utilities Pane


On the top, in the right side, you will five buttons.

Figure 41 Top Utilities Pane

o The first button indicates if the last execution of data collection has been successfully done (green) or
no.
o The second button opens and closes the month selection pane. You can select the month that you want
to display data for it.

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Figure 42 Month Selection

o The Third and fourth buttons are stand for collapsing or expanding the current collection of tiles which
are shown in the content area.
o The last button allows the user to display the dashboard in full screen.

3.3.4 The Content Area


The content area is in the middle-center of the dashboard. This is where you see the content of the selected
instance.
This area is covered by the navigator which contains buttons explained in the previous section and navigation
items: which shows the actual page you’re at and the previous ones.

Figure 43 Content Area

3.4 Content Navigation


As you know, there are five views in the dashboard model. The Instances View, the Score History View, the
Governance View, the Metric Compliancy View and the Detail View. In the Instances View, each tile is the score
from configuration and contains KPI's which are preconfigured.

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Figure 44 Instances View - Click Tile to Navigate

Inside each tile, the KPIs will be listed as entries of the tile. To navigate to the Metric Compliancy View, you need to
select an entry in the tile. To navigate to the Score History View or the Governance View, you need to click on the
buttons at the bottom of the tile. The Metric Compliancy View contains a line chart of metrics compliancy values.

Figure 45 The Metric Compliancy View

Figure 46 Buttons available on all chart container

• The button to display the chart's data in a table .


• The data quality button to hide/Display the data quality metric (only on the Metric Compliancy View).
• The button to hide/display the legend of the chart .

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• The zoom in button .
• The zoom out button .
• The full screen button .

Figure 47 Buttons to navigate to the Score History View (left button) and the Governance View
(right button)

While navigating down, the navigator will keep track of where you are, and where you were by navigating items.
The History view contains a combined chart of the history values of Scores and KPIs for the last 12 months.

Figure 48 The History Score View

The Governance View contains dimensions and sub-dimensions tiles.

Figure 49 The Governance View

• When you select an entry in the tile in the Governance View, you navigate to the Metric Compliancy View.

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Figure 50 The Metric Compliancy View when you navigate from the Governance View

• On the Metric Compliancy View, when you click on a data point, you navigate to the Detail View.
• The Detail View contains a line chart of the detail of a selected metric during a month.

Figure 51 The Detail View

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