Implementing strategy tree

OBIEE11g “Master Notes”
Hands-On guide for
“Mastering in OBIEE11g Strategy Tree”

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History:
Version Description Change Author Publish Date
0.1 Initial Draft Kuldeep Mishra 1st Jul 2012
0.1 1st Review Amit Sharma 5th Jul 2012

www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com

Table of Contents

i) Introduction
a) Steps to Create Strategy Tree.
b) Target Dashboard

• Creating KPIs and Assigning KPIs to objectives
o Average Revenue Per FTE
o Billed Quantity Again Target Quantity Measure.
o Revenue and Target Revenue KPI
o Average Order Size
o Collect to Bill Ratio
• Creating Scorecard
o Creating Objective
 Improve Financial Result
 Increase Sales
 Reduce Cost
• Creating Strategy Tree
• Build Dashboard and Place the Strategy Tree in Dashboard


Purpose
This tutorial covers steps to create OBIEE11G KPIS, OBIEE11G Strategy Tree, OBIEE11g Dashboard, Dashboard Prompts,
Filters, Analysis, Charts and Pivots. Finally it shows how to integrate them into a single unit.

Time to Complete
Approximately 120 min.

Overview
OBIEE11g provides rich functionalities to create Dashboard and Users requests in multiple formats i.e chart,tabular, pivots,
filters etc.
Strategy Tree: is a component of a scorecard that shows an objective and its supporting child objectives and KPIs
hierarchically in a tree diagram.
KPIs : A KPI is a measurement of a particular business process which is compared against specific goals and objectives of an
organization.
Dashboard : Single user interface to show the complete company stats in common windows.
Analysis — Business Users makes adhoc queries to satisfy various business questions by simply drag and drop the objects.
Filters/Dashboard Prompts— Enable users to filter the records. It could be based on user inputs.
Pivot: Cross Tabular layout of the information.
Chart: Graphical view of the business data.
Gauge: An alternate way to display info where we need to project data Actual Vs Target.

Software and Hardware Requirements
The following is a list of software requirements:
· Oracle Database 11g
· OBIEE11g 11.1.1.5


Introduction: Strategy Tree is a component of a scorecard that shows an objective and its supporting child objectives
and KPIs hierarchically in a tree diagram. Oracle Scorecard and Strategy Management. A performance management tool that
lets you describe and communicate your business strategy. You can drive and assess your corporate strategy and
performance from the top of your organization down, or from the bottom up.

A strategy tree shows an objective and its supporting child objectives and KPIs hierarchically. It also provides supporting
information for the objective, such as business owner and related documents.

A strategy tree lets you easily explore and navigate:

• The strategy for an entire scorecard (that is, the root objective) for example, ABC Corporation
• The strategy for an individual objective, for example, Decrease Support Turnaround.

 Create objectives
 Assign KPIs to objectives
 Create Strategy Hierarchy
 Define Relationships between Objectives/KPIs

Dashboard:- Create a Seasonality Dashboard .Below is the dashboard look of the report.


Creating KPIs and Assigning KPIs to objectives

KPI#1 Average Revenue Per FTE
To create KPI login into Analytics and go to right pane ClickNew and
select KPI and SelectSample Headcount as Subject Area.

After selecting subject area creating KPI General Properties window will display. Here we

write in DescriptionThis KPI tracks the Average revenue per FTE , Click Edit Actual
Value
Formula.


After Click Edit Actual Value Formula. Edit Formula window will display. Here we write
Filter expression in Column Formula.

ClickOk

We see the Column Formula in Actual Value . Click Edit Target Value Formula.


formula in Column Formula.

ClickOk.

We see the Column Formula in Target Value. Click Data Format.

After Click Data Format. Data Format window will display. Here Treat Numbers
AsCurrency, Currency SymbolUser's Preferred Currency, Negative


FormatParentheses(123)
, Decimal Places0, CheckUse 1000's Separator.

ClickOk.

After set all properties of data format , we see data format. CheckEnable trending , Compare
to prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list.

After set all properties of General Properties. ClickDimensionality or ClickNext.

After ClickDimensionality. Dimensionality window will display. ClickAdd.


After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.

ClickOk.


Again Click on Add in Dimensionality window. Add New Dimension window will display. Here
we SelectOffices Hierarchy.

ClickOk.
After ClickOk , We see Dimensions and Values within Define KPI value for. ClickStates or
ClickNext.


After ClickStates or ClickNext. States Dimensionality window will display .Here Uncheck

define as % of target value, Click Thresholds.

After Click Thresholds. Edit Formula window will display. Here we write column formula.


ClickOk.

Here we see column formula. Now, Again Click Thresholds.


ClickOk.


Here we see column formulas then ClickRelated Documents or ClickNext .

After ClickRelated Documents. Related Documents window will display. Here we ClickAdd.


After ClickAdd. Add related document window will display. Here we show NameStock
Option performence , TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl

ClickOk. Here we see the related document and again ClickAdd.

After ClickAdd. Add related document window will display. Here we show NameWall Street
Journal , TypeLink, Linkhttp://www. WallStreetJournal.com

ClickOk.

Similarly, Again ClickAdd in Related Document window.


Add related document window will display. Here we show NameHR Website , TypeLink,
Linkhttp://www.Oracle.com/PeopleSoft .

ClickOk.

Here we see the related documents and again ClickAdd.

Add related document window will display. Here we show NameSales Analysis Website ,
TypeCatalog , ClickBrowse.

After ClickBrowse. Select an object from the BI Catalog.


ClickOk.

In Add related document window, Catalog/shared/1.Quick demos/_portal/1.1 Simple Demo
Dashboard/Brand Analysis.

ClickOk.

After ClickOk,Here we see the related documents. ClickCustom Attributes or ClickNext.


After ClickCustom Attributes , Custom Attributes window will display. Here we Click Save
As.

After Click Save As. Save As window will display.

ClickOk.


KPI#2 Billed Quantity Again Target Quantity Measure.
select KPI and SelectSample Sales as Subject Area.

write in DescriptionThe KPI tracks the Billed Quantity again the target Quantity measure.

Click Edit Actual Value Formula.



ClickOk.



AsNumber, Negative FormatParentheses(123),Decimal Places0, CheckUse 1000's
Separator.

ClickOk.

to prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from drop down list.



ClickOk.

we SelectProduct Hierarchy.

ClickOk.

we SelesOffices Hierarchy.


ClickOk.

we SelectCust Segments Hier.

ClickOk.


After ClickOk , We see Dimensions and Values within Define KPI value for. ClickStates or
ClickNext.

After ClickStates or ClickNext. States Dimensionality window will display. Here we
ClickIcon.

After ClickIcon , Graphics window will display.


ClickOk.

After ClickOk then again ClickIcon.


ClickOk.

After ClickOk then again ClickIcon.



ClickOk.

After ClickOk. We see the changes and Uncheckdefine as % of target value, Click
Thresholds.



ClickOk. Here we see column formula. Now, Again Click Thresholds.



ClickOk.




After ClickAdd. Add related document window will display. Here we show NameVisit End Inc
Sales portal, TypeLink, Linkhttp://www.oracle.com/bi

ClickOk.



After ClickAdd. Add related document window will display. Here we show NameOrder Status
, TypeCatalog, Catalog/Shared/3.Analysis and Dashboard/Query Elements/Selection
Steps/Attribute Columns/Order Status Calculated Sum

ClickOk.

Here we see the related documents and ClickCustom Attributes.


After ClickCustom Attributes , Custom Attributes window will display. Here we Click Save
As

After Click Save As. Save As window will display.


ClickOk.

KPI#3 Revenue and Target Revenue KPI
Step 3:-To create KPI login into Analytics and go to right pane ClickNew and




ClickOk. We see the Column Formula in Target Value. Click Data Format.


, Decimal Places0, CheckUse 1000's Separator

ClickOk.

to prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list.



ClickOk.


ClickOk.

we SelectCust Segments Hier.


ClickOk.

we SelesOffices Hierarchy.

ClickOk.

After ClickOk , We see Dimensions and Values within Define KPI value for. Here we Select
2008,2009,2010 values of Time Hierarchy, ClickStates or ClickNext

After ClickStates or ClickNext. States window will display.


Now, ClickRelated Documents or ClickNext.

Now, ClickRelated Documents or ClickNext.


After ClickAdd. Add related document window will display. Here we show NameVisit End
Inc Finance portal, TypeLink, Linkhttp://www.oracle.com/Bi


ClickOk.


After ClickAdd. Add related document window will display. Here we show NameView
Quarterly Report , TypeLink, Linkhttp://www.oracle.com/

ClickOk.



After ClickAdd. Add related document window will display. Here we show NameGet Stock
Quote, TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl

ClickOk.

Here we see the related documents.ClickCustom Attributes.


After ClickCustom Attributes , Custom Attributes window will display. Here we ClickAdd

After ClickAdd. We write in LabelYear Ago Revenue and in Formula Click .

After Click . Edit Formula window will display and here we write column formula using Ago
function.


ClickOk.

After ClickOk. We see Custom Attributes window.

Again ClickAdd.

After ClickAdd. We write in LabelGrowth $.


In Formula Click .

After Click . Edit Formula window will display and here we write column formula using Ago
function.

ClickOk. After ClickOk. We see Custom Attributes window. Click Save As


After Click Save As , Save As window will display.

ClickOk.


KPI#4 Average Order Size : To create KPI login into Analytics and go to right pane
ClickNew and select KPI and SelectSample Sales as Subject Area.

After selecting subject area creating KPI General Properties window will display Here we




ClickOk.


, Decimal Places0, CheckUse 1000's Separator

ClickOk.

to prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from drop down list.


ClickOk.



ClickOk.

we SelectCust Region Hier.

ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.
ClickStates or ClickNext.


After ClickStates or ClickNext. States window will display. Here Uncheckdefine as % of

target value, Click Thresholds.


ClickOk.

Here we see column formula. Now, Again Click Thresholds.



After ClickRelated Documents or ClickNext. We see Related Document window is displayed.


After ClickAdd. Here we see Add a related document.

ClickOk.



After ClickCustom Attributes , Custom Attributes window will display . Click Save As


ClickOk.


KPI#5: Collect to Bill Ratio

After selecting subject area creating KPI General Properties window will display Here we


Column Formula in Column Formula.


ClickOk.



ClickOk. We see the Column Formula in Target Value. Click Data Format.

AsPercentage, Negative FormatParentheses(123), Decimal Places2, CheckUse 1000's
Separator.


ClickOk. After set all properties of data format , we see data format. CheckEnable trending ,
Compare to prior"Time"."T02 Per Name Month" , Tolerance0 , SelectChange from drop
down list.




ClickOk.

we SelectOffice Hierarchy.


ClickOk.

we SelectOffice Hierarchy.

ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.
ClickStates or ClickNext.


After ClickStates or ClickNext. States window will display. Here Uncheckdefine as % of

target value and Click Thresholds.



ClickOk.

Now, Again Click Thresholds in States window.



After ClickRelated Documents or ClickNext. We see Related Document window is displayed.

Then ClickAdd.

After ClickAdd. Here we see Add a related document window. In Add a related document
Name
Visit Sales Website , TypeCatalog ,ClickBrowse.


After ClickBrowse. Select an object from the BI Catalog window will display. Here we Select
Chart Legends from the location /Shared Folders/3.Analysis and Dashboards/Report Views/
Charts/Chart Legends.

ClickOk.

After ClickOk. We see in Catalog.

ClickOk. Here we see the related documents. Then ClickOk.


After ClickAdd. Here we see Add a related document window. In Add a related document
Name
Go to Fusion A/P , TypeLink ,Linkhttp://www.oracle.com/bi

ClickOk.



After ClickCustom Attributes , Custom Attributes window will display . Click Save As



ClickOk.

Step 6:- Creating Scorecard

Now we create Strategy Tree using above KPIs. ClickNew then ClickScorecard


1) After Click on Scorecard New Scorecard window will display. Here we set dashboard
NameMy Dashboard , Location/Shared Folder/ Performance Management1.

ClickOk.

After ClickOk, We see My Scorecard window.

Creating Objective


Here we Right ClickMy Scorecard and SelectCreate Objective

3) After SelectedCreate Objective, New Objective window will display.


Improve Financial Result

Here we write the name of New Objective and also show Description if we want and then Select
PerspectiveFinancial ,Assessment FormulaWeighted, Indicator TypeLagging. Click
New Row in Actions.

After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and
SelectNavigate to BI Content.

Add New Action window will display. Here we ClickBrowse.


After ClickBrowse. Select BI Content For Action window will display. Here we Select
Financials dashboard.

ClickOk.

After ClickOk, We see Add New Action window.

ClickOk.

After ClickOk , we see the Action Link window here we see selected ActionNavigate to BI
Content and in Link TextFinancial Analysis Dashboard.

ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions.

After Click New Row in Actions. SelectOk ,ClickCreate New Action and
SelectNavigate
to BI Content.



After ClickBrowse. Select BI Content For
Action window will display. Here we Select

ClickOk. After ClickOk, We see Add New Action window.

ClickOk.



ClickOk.

Now, we see this Action Link in Action window then Click New Row in Actions.

After Click New Row in Actions. SelectWARNING ,ClickCreate New Action and


ClickOk.


ClickOk.


ClickOk.

4) Now, we see these Action Link in Action window..


5)Now Click New Row in Related Documents.

After Click New Row in Related Documents. New Related Document window will display.
Here we select TypeBI Content , then ClickBrowse.


After ClickBrowse , Select an Object From the BI Catalog window will display. Here we
SelectConverted Revenue from the Location /Shared Folders/1. Quick Demos/Simple Demo
Dashboard/Product Details/Converted Revenue.

ClickOk.After ClickOk, we see New Related Document window.


After ClickOk ,we see the related document in related document pane.

Similarly , again and again Click New Row in Related Documents. New Related Document
window will display. Here we select TypeBI Content , then ClickBrowse and Select an Object
From the BI Catalog. In below table we see the BI Content name and it's Location.


Name Location
Daily Revenue /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand
Timeline Analysis/Daily Revenue Timeline
Order Details /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Order
Details
Target Completion /Shared Folders/1. Quick Demos/Simple Demo
Dashboard/Product Details/Target Completion
Trending Analysis /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand
Analysis/Trending Analysis

Now, Click Save. We see the Improve Financial Result under My Scorecard within the
Strategy pane. Here we Right Click Improve Financial Result and SelectCreate Objective.

Increase Sales
After SelectedCreate Objective, New Objective window will display.

1) Here we write the name of New Objective and also show Description if we want and then
Select PerspectiveFinancial ,Assessment FormulaWeighted, Indicator TypeLagging.
Click New Row in Actions.

2)After Click New Row in Actions. SelectCRITICAL ,ClickCreate New Action and




ClickOk.After ClickOk, We see Add New Action window.


ClickOk.


ClickOk. Now, we see this Action Link in Action window then Click New Row in Actions.


Brand Analysis dashboard.

ClickOk.

ClickOk.

Content and in Link TextFinancial Analysis Dashboard


ClickOk. Now, we see this Action Link in Action window then Again Click New Row in
Actions.



Product Details dashboard.


ClickOk.

ClickOk.

Content and in Link TextProduct Analysis .

ClickOk.

Now, we see this Action Link in Action window then Again Click New Row in Actions.

After Click New Row in Actions. SelectOK ,ClickCreate New Action and
SelectInvoke an HTTP Request.

Add New Action window will display. Here we write in
URLhttp://www.oracle.com/PeopleSoft


ClickOk.

Content and in Link Text Nominate Top Reps for Golgen Circle.

ClickOk.

Now, we see this Action Link in Action window then Again Click New Row in Actions.





ClickOk.


ClickOk.



ClickOk.





After ClickBrowse. Select BI Content For Action window will display. Here we SelectTop
Customers Bookings dashboard.

ClickOk.


ClickOk.

Content and in Link TextTop Customers Bookings.


ClickOk.





ClickOk.Now, we see this Action Link in Action window then Click New Row in Actions.



Revenue Demographics.


ClickOk.


ClickOk.

Content and in Link TextRevenue Demographics.

ClickOk.





Other Details.


ClickOk.


ClickOk.

Content and in Link TextRegional Analysis.

ClickOk.



Add New Action window will display. Here we write in URLhttp://www.oracle.com/PeopleSoft

ClickOk.

After ClickOk , we see the Action Link window here we see selected ActionInvoke an HTTP
Request and in Link TextAdjust Forecast.

ClickOk.


Now, we see this Action Link in Action window.

3) Now go to left side Catalog pane and SelectRevenue Kpi and drag it from Catalog and drop it

into Objectives & KPIs pane.


After we drag Revenue Kpi from Catalog to Objective & KPIs. Add KPI window will display.Here

we can set its properties and write in Label.

ClickOk.

After ClickOk, We see Revenue Kpi in Objectives & KPIs.


Now again go to left side Catalog pane and SelectAverage Revenue per FTE and drag it from
Catalog and drop it into Objectives & KPIs pane.

After we drag Average Revenue per FTE from Catalog to Objective & KPIs. Add KPI window will
display.Here we can set its properties and write in Label.


ClickOk.

After ClickOk, we see the Warning MessageA new child has been added whose weight is
initially set to zero. Please assign weight to the newly added child and rebalance the other
weights accordingly.

ClickOk.

After ClickOk, We see Average Revenue per FTE in Objectives & KPIs and also set its weight
according to previous Kpi.

No
w again go to left side Catalog pane and SelectBilled Qty and drag it from Catalog and drop it
into Objectives & KPIs pane.

After we drag Billed Qty from Catalog to Objective & KPIs. Add KPI window will display.Here we

can set its properties and write in Label.

ClickOk.



ClickOk.

After ClickOk, We see Billed Qty in Objectives & KPIs and also set its weight according to
previous Kpi and Click Scorecard Settings .

4) After Click Scorecard Settings . Settings window will display Here we Click Image.


After Click OK Icon. Replace Icon window will display. Here we Select OK Icon.

ClickOk.

Again go to Settings window. Here we Click Warning Icon and Click Critical Icon and
then go to Replace Icon window and Here we Select Warning Icon and Select Critical
Icon respectively.

ClickOk.

After ClickOk, We see the changes in Settings window.


ClickOk.

5) After ClickOk, We see the changes in Status within Objectives & KPIs and also Click New
Row in Related Documents.



SelectConverted Revenue from the Location /Shared Folders/1. Quick Demos/Simple Demo
Dashboard/Product Details/Converted Revenue

ClickOk.

After ClickOk, we see New Related Document window.




Name Location

Daily Revenue /Shared Folders/1. Quick Demos/Simple
Timeline DemoDashboard/Brand Analysis/Daily Revenue Timeline
Top Customers /Shared Folders/1. Quick Demos/Simple
Bookings DemoDashboard/Brand Analysis/Top Customers Bookings
Trending Analysis /Shared Folders/1. Quick Demos/Simple


DemoDashboard/Brand Analysis/Trending Analysis

After add the document in related documents.

Step 8:-Now, Click Save. Here we Right Click on Improve Financial Result and
SelectCreate Objective.


Reduce Cost
After SelectedCreate Objective, New Objective window will display.

1) Here we write the name of New Objective as Reduce Cost and also show Description if we
wantand then Select PerspectiveInternal Process ,Assessment FormulaWeighted, Indicator
TypeLeading. Click New Row in Actions.


After ClickBrowse. Select BI Content For Action window will display. Here we SelectOrder
Details.

ClickOk.


ClickOk.

Content and in Link TextTOP Spenders.


ClickOk.Now, we see this Action Link in Action window then Click New Row in Actions.

After Click New Row in Actions. SelectOk ,ClickCreate New Action and
SelectNavigate
to BI Content.



Converted Revenue.

ClickOk.


ClickOk.

Content and in Link TextTOP Spenders.

ClickOk.



Financials .

ClickOk.


ClickOk.

Content and in Link TextTop & Bottom Spenders.

ClickOk.

Now, we see this Action Link in Action window.

2) Now go to left side Catalog pane and SelectAvg Order Size and drag it from Catalog and
drop it into Objectives & KPIs pane.


After we drag Avg Order Size from Catalog to Objective & KPIs. Add KPI window will

ClickOk.

After ClickOk, We see Avg Order Size in Objectives & KPIs.


Now again go to left side Catalog pane and SelectCollect to Bill Ratio and drag it from
Catalog and drop it into Objectives & KPIs pane.


After we drag Collect to Bill Ratio from Catalog to Objective & KPIs. Add KPI window will

ClickOk.



ClickOk.

After ClickOk, We see Collect to Bill Ratio in Objectives & KPIs and also set its weight according

to previous Kpi .

3)Now Click New Row in Related Documents.



SelectTarget Completion from the Location /Shared Folders/1. Quick Demos/Simple Demo
Dashboard/Product Details/Target Completion.


ClickOk.

After ClickOk, we see New Related Document window.

ClickOk.



Name Location

Order Details /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Order
Details
Trending Analysis /Shared Folders/1. Quick Demos/Simple Demo Dashboard/Brand
Analysis/Trending Analysis

4) Here we see the Related Documents in related documents pane then Click Save.


Creating Strategy Tree

Now, Here we create Strategy Tree. Click and SelectCreate Strategy Tree.

After SelectedCreate Strategy Tree , We see strategy tree in below image.


Step 10:- Now,Click Scorecard Settings .Settings window will display. Here we SelectFirst

Row of dimension settings and then Click Edit Row .

Edit Dimension Settings window will display. Here we write in LabelRegion Hierarchy.


ClickOk.

In Settings window, Here we see the changes in first row and then SelectSecond Row of
dimension settings and then Click Edit Row .

Edit Dimension Settings window will display. Here we write in LabelCustomers Hierarchy.

ClickOk.


In Settings window, Here we see the changes in second row and then SelectThird Row of

Edit Dimension Settings window will display. Here we write in LabelOffice Hierarchy.

ClickOk.

In Settings window, Here we see the changes in third row and then SelectFourth Row of


Edit Dimension Settings window will display. Here we write in LabelProduct Hierarchy.

ClickOk.

In Settings window, Here we see the changes in fourth row and then SelectFifth Row of


Edit Dimension Settings window will display. Here we write in LabelProduct Hierarchy.

ClickOk.

In Settings window, Here we see the changes in fifth row and then SelectSixth Row of
dimension settings and then Click Edit Row


Edit Dimension Settings window will display. Here we write in UncheckPrompted ,Prompted
By"A - Sample Sales".Offices.Offices Hierarchy.

ClickOk.

In Settings window, Here we see the changes in sixth row and then SelectSeventh Row of
dimension settings and then Click Edit Row


Edit Dimension Settings window will display. Here we write in UncheckPrompted ,Prompted
By "A - Sample Sales".Time.Time Hierarchy.

ClickOk.

In Settings window, Here we see the changes in sixth row and ClickOk.


After ClickOk, we see below image. Click Save As.

After Click Save As, Save As window will display.


ClickOk.

Step 11:- Now, we create Strategy Tree dashboard. ClickNew and SelectDashboard or
directly go to Dashboard option in Analysis and Interactive Reporting.

Placing the Strategy Tree in Dashboard

1) New Dashboard window will open and here we set the properties like NameSimple
Dashboard ,Location/Shared Folder / 0.Overview/Dashboards ,ContentAdd content now.


ClickOk.

2)After ClickOk ,We see dashboard page ,her e in dashboard page we see dashboard
objects, Catalog, Add dashboard page , Delete dashboard page, Preview ,Run , Dashboard
properties.

3) Click Dashboard Properties.

4)After ClickDashboard Properties ,the dashboard properties window will display. Here
we see the properties like Rename, Edit ,Delete etc.


5)Select the Page1 row ClickRename option, After ClickRename the Rename window
will display ,Here we write the Name Strategy Tree .

ClickOk.

We see the dashboard name in Page1 row.


ClickOk.

6) After ClickOk , we see the dashboard name in the dashboard page. Here we drag
Column and Section Dashboard Objects, from left side of Dashboard Objects pane and
drop in to right side pane.


Now we drag and drop Strategy Tree in section within column from Catalog left side pane.

After drag and drop Strategy Tree in section Dimension Pinnings window will display.

ClickOk.

7) ClickSection Properties and SelectFormat Section.


After SelectedFormat Section. Section Properties window will display. Here we set its
properties like Border(Position)None , Indent(Left Padding)0 , Right Padding0 , Top
Padding0 , Right Padding0.

ClickOk.

8)Now, Click Save and then Click Run.


9) After Click Run ,We see the Strategy Tree dashboard.


Implementing strategy tree

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