User Guide for Metrics Management Information in This Document Is Subject to Change Without Notice
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User Guide for Metrics Management Information in this document is subject to change without notice. Examples provided are fictitious. No part of this document may be reproduced or transmitted in any form, or by any means, electronic or mechanical, for any purpose, in whole or in part, without the express written permission of Actuate Corporation. © 1995 - 2014 by Actuate Corporation. All rights reserved. Printed in the United States of America. Contains information proprietary to: Actuate Corporation, 951 Mariners Island Boulevard, San Mateo, CA 94404 www.actuate.com The software described in this manual is provided by Actuate Corporation under an Actuate License agreement. The software may be used only in accordance with the terms of the agreement. Actuate software products are protected by U.S. and International patents and patents pending. For a current list of patents, please see http://www.actuate.com/patents. 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Document No. 131215-2-540351 February 11, 2014 Contents About User Guide for Metrics Management . v Chapter 1 Introducing Metrics Management . 1 About using Metrics Management as a performance management tool . 2 About Metrics Management . 2 About views . 3 About measures and measure owners . 4 About locations . 5 About performance weights . 6 About performance calculations for measures . 6 About comparatives . 6 About indexing . 7 About performance colors and performance ranges . 7 About trend indicators . 8 About briefing books . 9 About maps . 10 About dashboards . 10 About initiatives . .11 About performance calculations for initiatives . 12 About start and end date performance indicators . 12 About the budget performance indicator . 14 About the rating performance indicator . 14 About group initiative performance values . 15 Chapter 2 Using Metrics Management . 17 Opening and navigating Metrics Management . 18 Logging in . 18 Launching Metrics Manager . 19 Navigating Metrics Management . 20 Using Navigation Pane . 20 Using navigation tabs . 20 Showing or hiding Navigation Pane . 21 Using the Metrics Management toolbar . 21 Personalizing Metrics Management . 22 Using the home page . 22 Defining your preferences . 23 Defining a startup page . 23 i Changing your Metrics Management authentication password . .24 Choosing a preferred location . .25 Changing your default e-mail address . .25 Choosing dashboard display defaults . .26 Changing the language . .26 Changing home page and Navigation Pane favorites . .26 Adding a book section to the home page . .27 Using a view . .28 Opening a view . .29 Drilling down the measure or location hierarchy . .29 Expanding or collapsing the view structure . .31 Changing the orientation of the view structure . .31 Using the view toolbar . .32 Opening an associated map . .33 Printing a view . .34 Saving a view as an image . .34 Using a measure and location box . .34 Specifying measure and location box contents . .35 Using a book . .37 Opening a briefing book . .38 Using a section . .39 Drilling down in a section . .41 Using the book toolbar . .41 Using the measure and location two-line style . ..