Optimize 10.3.0 | webMethods Optimize Documentation | Administering webMethods Optimize | For System Administrators | Configuring Business Processes | Working with Configuration Components | Adding a KPI or KPI Filter to the Component Tree | Adding a KPI Filter to the Component Tree
 
Adding a KPI Filter to the Component Tree
You can create KPI filters and add them to KPI nodes on the component tree. Optimize uses the filters at runtime to select particular KPI instances to display on the Analytics Overview page.You can add as many filters to a KPI node as desired. Note that filters can be shared among sibling KPI nodes on the component tree.
*To create a KPI filter
1. Click Component Menu icon beside the KPI node in the component tree to which you want to add a KPI filter and select Add KPI Filter.
The Add KPI Filter dialog box is displayed.
2. Type a name for the filter you are creating in the Filter Name field.
3. Click the Down arrow to the right of the Filter Type field and select Instance Name. This is the only option currently available for this field.
4. If desired, use the Keyword text box and drop downs to narrow the list of available KPI instances. This text box accepts standard search keyword notation, which includes the “*” wildcard and quotes.
5. Click the Preview button to view the list of KPI instances that are returned by the filter.
6. Click the Add Filter to Sibling KPIs check box to automatically share this filter with all other sibling KPIs in the component tree.
Note:
Sibling KPIs are KPIs that exist at the same level within the component tree. They are not necessarily adjacent to each other within the tree.
7. Click OK to add the KPI Filter to the component tree.
8. When you complete your changes, save the configuration by clicking Save or Apply.
Important:
If you refresh or leave this page without clicking Save, all your modifications will be lost.