Dashboard

Not sure if this isthe board to post this, but I created a simple report that I’d like to put into a dashboard. How do I go about doing this?

I want to put it in a Barometer. So, in Infoview, I drug barometer from the Analytics toolbox. Next, I grabbed the report from a folder and drug that in. Dashboard put it in a box next to the barometer box. What do I do next? I see a tab that says Content Linking. Do I click that? I’m just looking for a report that shows the Barometer based off the report I created.


bull76 (BOB member since 2010-04-08)

[Moderator note - moved to Performance Management forum]


Nick Daniels :uk: (BOB member since 2002-08-15)

First, I assume you’re using Performance Manager, and not Xcelsius.

Do you mean you want the barometer to display the data from your report? Unfortunately, it’s not that easy.

Analytics generally use metrics as their source, although you can use a universe query too. If you use a Universe Query, then you’d select the same objects that you have in your report, though if you’re using any report-level variables or aggregations, you won’t be able to incorporate those into your analytic.

Joe


joepeters :us: (BOB member since 2002-08-29)

My report is very simple. Basically, all my report has is two queries. The first query is pulling ytd data based on a sent date field. The second query is a duplicate query but it’s pulling data based on return date. I then creatd a variable to run on buyer id to get a count of buyers per date group. So, the report displays counts on the ‘sent’ date range and counts on the ‘returned’ date range. I divided returned counts by sent counts to get a percentage. So below is an example:

Count (sent) Count (Returned) Percentage
70 40 57

I’d like the Barometer to be based off the percentage. Is that doable?


bull76 (BOB member since 2010-04-08)

It’s possible, but the calculations would have to be done with universe objects, since the analytic will not be using the result of the report.


joepeters :us: (BOB member since 2002-08-29)

Is there a way to create a variable in the Dashboard?


bull76 (BOB member since 2010-04-08)

No.


joepeters :us: (BOB member since 2002-08-29)