Adding or Editing a Business Area Monthly Performance Data Insight

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The Business Area Monthly Performance data insight gives you an overview of the monthly performance of business areas over the past year from which you can drill down to see the details for each month. Performance is measured by the percentage of jobstream runs that met their SLA deadlines within each month. A widget of this data insight is provided on one of the default dashboard tabs to all users.

This topic explains what you can define in the Basic Information, Columns, Date, and Filters tabs of a Business Area Monthly Performance data insight definition when you add or edit it. For information about what you can see and do on a Business Area Monthly Performance data insight, see The Business Area Monthly Performance Data Insight.

Note:

An AAI administrator can re-configure the color scale that corresponds to different percentage ranges of jobstreams that meet their SLAs within a calendar month. For information, see Configuring the Business Area Monthly Performance Data Insight.

This page includes the following:

Basic Information for a Business Area Monthly Performance Data Insight

On the Basic Information tab of a data insight, you specify the data insight type, name, and time zone for the data insight, and optionally provide a description for yourself and editors in the following fields:

data insight type, cannot change data insight type

  • Type: Select a data insight type from the drop-down list. The type determines the base filter and column configuration settings for the data insight.

    The type is the only setting in a data insight definition that you cannot change after initially saving the data insight.

    Each data insight type is a template with predefined data fields and filters to extract and present data for a specific purpose. These specifications are built into the internal type definition and cannot be changed. The predefined configuration is a starting point for your own data insights. When you define or edit a data insight, you can further filter the data and change the sorting order and column configurations. When you view the data insight, you can temporarily and dynamically change these configurations.

  • Name: This is the name of the data insight that will appear on the Data Insights list, in the title of the data insight view, and in output file names. It must be unique within this AAI installation.

    Tips:

    The name should communicate the purpose or the scope of the data insight. This is particularly important when the data insight is shared with other people, who will see it on their Data Insights list or dashboards, or for the name of the output files that can be produced from the data insight.

    Also, be sure to follow any naming conventions that are established within your AAI user group or across your company.

  • Time Zone: The time zone that you want the dates and times in the output to be presented in. Your user-preferred time zone is selected by default. If data is coming from various time zones, the time data is converted as needed so that you have comparative values.  

  • Description (optional): This is a good place for notes to yourself or to anyone you share editor access to the data insight with. For example, explain the purpose, the intended consumers or stakeholders of the data. This can also be a place where the owner and editors can communicate their changes to the settings.

Note:

At this point, you can save the data insight. All other values will keep the default values. The default Columns and Filters settings are based on the data insight type, Schedule and Sharing are not defined, and the Report Settings are defined for the default PDF output.

Column and Filter Options

Due to the nature of the data and its presentation on the Business Area Monthly Performance data insight, there are no column options to select and only one filter option. You can usually use the default settings and allow users to change the filters dynamically when using the data insight.

Defining Columns for a Business Area Monthly Performance Data Insight

business area monthly performance columns, business area monthly performance available columns, business area monthly performance data insight columns

The columns on the Business Area Monthly Performance data insight are fixed and cannot be selected, hidden, sorted or reordered. When adding or editing one of these data insight types, you see the twelve most recent months listed and greyed out meaning that they are all required columns.

Defining Filters for a Business Area Monthly Performance Data Insight

business area monthly performance filters, business area monthly performance data insight filters

You define filters for the Business Area Monthly Performance data insight on the Filters tab of the data insight definition. For this data insights there is only one filter option, and that is to filter the business areas that are included on the data insight. By default, the highest level business area All Jobstreams is selected. This shows up on the data insight as "System Wide" under the Business Area column. Whatever you choose here, users who can view the data insight can change the business area selection while using the data insight.

Unless they are the owner (creator) or an editor (based on sharing rights), users cannot save the changes they make. They can, however, save a copy and then do whatever they want on their new data insight.

Next Steps

Because the column and filter options for the Business Area Monthly Performance data insight are all required and cannot be edited, after you define the settings on the Basic Information, you have defined all the settings that affect what appears on the data insight. You can continue in one of the following ways: 

  • Save the data insight now by clicking one of the following:

    • Save: This saves all settings, closes the definition, and returns to the Data Insights list.

    • Save & Run: This saves all the settings, opens the data insight based on the specified filters and column configurations, and produces and downloads an output file as defined on the Report Settings tab.

  • Define additional optional settings on any or all of the remaining tabs of the data insight before saving it. The additional tabs define how the data insight is managed and distributed. For information see: