Homepage Basics

The Homepage is the first page you see after log-in. It holds all elements that have been made available to you by your Administrator and that are pertinent to the performance of your organization.

The Homepage is arranged in two blocks, the Left Sidebar and the Main Panel. The Homepage only contains those elements and Dimension Values that you have Permission to access.

There are also four different Main Panel options, as well as filter options that allow you to restrict the contents of the Main Panel as explained below.

Homepage

LEFT SIDEBAR includes a set of options for filtering the Homepage content. Selecting any of the filders or a Categories listed on the Left Sidebar limits the display of elements on the Main Panel:

  1. Show All: reveals all the content which a user has permission to access and which has been made visible on the Homepage.
  2. My Content: only those elements, where a user is designated as a Business or Technical Owner are shown. For details refer to: Grant Users Element View and Dimension Access via Element Ownership
  3. Favorite Folders: By holding the tiles that are of interest to you in favorite sections, you can easily access frequently used information and also receive email digests that provide a daily summary of all updates to your favorite tiles. For details refer to: Working with Favorites and Digests
    • Most Popular: This folder is populated with the tiles, representing the elements which either have been recently added to some of your favorite folders or were viewed by you within th last days. The default number of tiles shown in this folder is 5, but you can increase it at Admin > Utilities > Config Variables > MOST_POPULAR_FOLDER_TILE_COUNT.
  4. Categories: Categories are used to group tiles and grant bulk access to Users or Groups. For details refer to: Create a Category

MAIN PANEL includes all Metrics, Multi-Metrics, Reports and External Reports that are made visible on the Homepage and to which you have access.

Main Panel View Modes

There are 4 distinct views to choose for the Main Panel display:

1. [Tile View] thumbnail images, current values, and icons for various collaborative items

This is the original display format for Metric Insights, with the following features available for Favorite folders:

  1. Click this icon to Re-order elements
  2. Manage Favorites allows you to change Favorite options without leaving the Homepage
2. [List View] scroll through current values, Alerts, and updates

A tabular view of your elements that allows you to quickly scroll through current values, Alerts, and changes.

3. [Grid View] resize and re-order tiles to create a custom layout of your tiles (Optional)

Is not available by default. To enable it,  access Admin > Utilities > Config Variables and find the following variable:

  • SHOW_GRID_VIEW and set it to "Y".
Grid View
  • This view allows you to manipulate your tiles to any order or size you like, on the fly.  
  • The tiles are re-sized using the drag option located in lower right of each tile.
  • Because you can manipulate the charts via the slider button, you must click on the element Name for link to Viewer.
  • Your format will remain until you change it and the Grid format may be shared with others - see Sharing Favorites for details.

NOTE: Grid view is only available for your Favorites Folders, and they must contain less than 50 elements.

4. [News View] view any new information or discussion added to your elements (Optional)

Is not available by default. To enable it,  access Admin > Utilities > Config Variables and find the following variable:

  • SHOW_NEWS_VIEW and set  IT to "Y".

The News view allows users to see each tile and all collaborative items associated with it.  The 'Group' drop-down is replaced by 'Display period' to allow you to limit the range of data displayed. The elements are displayed in reverse chronological order based on newest Collaborate item added.

From the News view you can:

  1. Limit the page display a specific time period
  2. review specofoc types of collaboration
  3. Originate a Discussion by adding a new Comment
  4. Comment on another Collaborative Item
  5. Follow/Unfollow a Discussion or another User

See further details in Overview of the News view

Basic Homepage Filter Options

[Versions prior to 5.1]
  1. Highest Level filter is Search by name or element description.
  2. Limit your display or search by Topic (Sales, Orders).
  3. Limit display or search using  Filter (by specific items/dimensions/element type).
  4. You can Group the display of Homepage elements (Homepage, Stoplight value, Measurement Interval) - example is by 'Homepage'.

[Version 5.1]

  1. Grouping options: Homepage content can be group by different criteria: by Folders (represented by the Favorites and Categories from the Lift Sidebar), by Update Frequency, by Measurement Interval, etc.
  2. Filtering options: by Content Type (Metric, Report, External Report), Report Type, Stoplight (Performing, Underperforming), Area, etc.
  3. Tags: provide a useful way to group related elements by a common characteristic. For more details refer to: Create a Topic / Tag
  4. Search: by keywords in name or description.

Quick info on tiles

A Metric Tile
A Metric Tile

A Metric is a measure that contains a single value for any point in time and that is measured over time.  An example of a Metric is "Daily Sales"

A Multi-Metric Tile
A Multi-Metric Tile

A Multi-Metric is a chart containing several trend lines and combining more than one measure to allow you to compare each Metric’s individual trend line. The person whom defines the Multi-Metric chooses at least two previously defined Metrics to be charted by the system on the same graph in order to better understand how the various Metric trends related to each other.

A Report Tile
A Report Tile

A Report typically includes tabular data and one or more charts based on data selected by the person creating the element. The Effective Date of the Report is not the same as the date on which the report is run. This date represents the report's "As of" date.

Dimensioned Element's Tiles
Dimensioned Element's Tiles

If the Element is defined as Dimensioned, there is a tile for each Dimension Value. In this example, Daily Sales is dimensioned by Country.

NOTE: As noted above, you only see tiles for the Dimension Values for which you have Permission to access.

Anatomy of Preview (Metric example)

Single-clicking on any tile opens a Preview pop-up or, if previewing is not enabled, a Full Chart view. Double-clicking on the tile or single-clicking on the Preview always opens the larger chart view (Live view).

  1. Element can be added to Favorites folder by clicking the Star icon
  2. You can alter the display period on the Preview by selecting a time frame or Range Selector below the Chart
  3. You can manage Alert Subscription for this element
  4. Data can be Shared, or Downloaded in a variety of formats, such as Excel and PDF files
  5. Statistics summary information

Homepage Message

To learn how to add a message displayed either for everyone or for a specific group of users (Admins, Power Users or Regular Users) at the top of the Homepage, see Creating a Homepage Message