Navigate in Performance Dashboards

Change the hierarchy level

You can call up assigned processes, i.e., processes from the immediately subordinate level, directly using the symbol for the process as a link. A process is assigned to a process group of the same name, e.g., in this example the Sales processing process is assigned to the process group of the same name (see chapter on Structure of detail view).

Procedure

Click the symbol for the Sales processing process.

The assigned Sales processing group containing the corresponding processes is displayed.

In compact view, you can change to any process level by clicking the process name or query name in the Hierarchy column (see chapter Structure of compact view).

Navigation path

You can use the navigation path above the process group to switch easily between the individual process levels. The navigation path consists of the name of the Performance Dashboard and the names of the more detailed processes, e.g., Demo dashboard > Sales processing. The names in the path are linked to the corresponding process groups.

Save navigation path as URL

You can copy the navigation path of the current dashboard level as a URL to the clipboard.

Procedure

  1. At the end of the navigation path, click the Copy URL of the current dashboard level (button_save_bookmarkNormal.png) button.
  2. Click the Copy button.

The navigation path is copied to the clipboard as a URL.

Create navigation path as bookmark

You can create the navigation path of the current dashboard level as a bookmark in your browser.

Procedure

  1. At the end of the navigation path, click the Copy URL of the current dashboard level (button_save_bookmarkNormal.png) button.
  2. Click the Add bookmark button.

The navigation path is created as a bookmark in your browser.