Executive Console - Compare Parameters Window

Use the Compare Parameters Window to define the parameters for a Compare View, which is a defined view for a chart. It allows you to graphically compare key performance indicator (KPI) data in a bar chart or a line chart. You can define a temporary Compare View, or you can save the definition for reuse by assigning a Compare View Name to the definition. The table following the window example describes the Compare Parameters Window for the Executive Console.

2. Click Compare View in the Key Performance Indicators Panel.
Tip: Each time you open a Compare View chart, a new sub-panel for the chart opens in the Content View Panel. You can scroll to see all of the open KPI charts.

3. Click a KPI.
Tip: You may have to click Plus to open one or more headings before revealing a specific KPI. To close heading levels, click Minus .

1. To modify an existing view, click Open and select the view that you want to change.
Tip: Skip this step if you are creating a new view, whether temporary (ad hoc) or permanent.

2. Fill in the rest of the Compare Parameters.
Tip: You can skip the Name if you want, for now.

4. Define the settings, and then to return to the Compare Parameters window, click OK .

5. If you want to save the Compare View definition for future use, enter the Name and click Save at the Compare Parameters Window.

6. To display the chart in the Content View Panel, click OK at the Compare Parameters Window.
Tip: You can alternatively display the chart in the SnapShot Compare Window.

Compare Parameters Window Prompts Tip: To see more information about a field, click the hyperlink for the field name.
	Saves a Compare View definition for reuse later. Tip: Name is required when you save the Compare View.
	Opens an existing Compare View for a chart.
	Deletes the currently displayed Compare View.
Key Performance Indicator	Displays information about the open KPI.
Name	Enter the KPI Compare View Name, if you want to save the chart's definition. (unlimited characters) Tips: The Name is not required for temporary (ad hoc) charts. It is only required if you want to reuse the Compare View at a later time. You do not have to enter the Name until after filling in the SnapShot Compare Chart Setup Window. If you decide to assign a name to the Compare View for later use, remember to click Save .
Chart Type	To create either a bar chart or a line chart for the open KPI, click one of the KPI Chart Types in the drop-down list. (predefined)
Data Set	To specify the major level of data for the chart's Compare View, click one of the KPI Data Sets in the drop-down list. (predefined for the KPI)
Compare	A KPI Compare Element is a sub-set of nested data groupings within a Data Set. The Compare Elements show the structure of the data that you have selected for the Compare View. Click one or more elements to include in the chart. (predefined for the KPI) Tip: As you select elements, you can see them listed in the "For" column.
	Chart: Displays the SnapShot Compare Chart Setup Window, where you can select the Data Series for the chart's multiple X-axes. Notes: Wait until you have filled in all of the fields in the Compare Parameters Window before clicking Chart. It is permissible to return to the Compare Parameters Window to make changes. You can then click Chart to display the SnapShot Setup again.
For (Categories)	You can further refine the compare values by specifying which Categories within each Compare Element you want to include in the chart. Example: For the ATB Categories Compare Element: Click ATB Categories to display the Categories. Click the box to de-select the COMMERCIAL INSURANCE item that is to be excluded from the Compare View. Tips: You can also specify Categories for the Data Set, "Aging Analysis" in the example. To select or de-select all items at once, click All . This toggles between all and none.
Condition	You can define conditions that the data must meet to be included in the chart. (unlimited characters) Tip: For more information about condition syntax, refer to the Understanding Conditional Syntax topic.
	To display the chart in the Content View Panel, click OK. Keyboard shortcut: [ALT + o] Note: Make sure you first click Chart , to define the settings at the SnapShot Compare Chart Setup Window. Then you can return to the Compare Parameters Window and click OK.
	To cancel the setup of Compare Parameters, click Cancel. Keyboard shortcut: [ALT + k]