Managing CA Executive Insight › Update Multiple Business Indicators using Bulk Edit

Update Multiple Business Indicators using Bulk Edit

You can update multiple business indicators to assign or un-assign categories or change the business indicator's visualization type or calculation type.

Note: You cannot change the metric to which the basic business indicator corresponds.

Follow these steps:

1. Click Business Indicators under the Admin tab.

   The Business Indicators page lists the defined business indicators. The 'Max Per Page' field allows you to display many more business indicators by selecting values such as 15, 25, 50, 75, or 100.

2. Select multiple business indicators that you want to update by selecting multiple check boxes. Alternatively, you can select all business indicators that are displayed on your page by clicking the check box at the top of the list.
3. To delete business indicators, select the 'Delete' button at the top of the business indicator list. A confirmation message appears.
4. To edit business indicators, select the 'Edit' button at the top of the business indicator list.

   The Bulk Edit Business Indicators screen appears, enter values as described below.

5. Select Save when complete. If there are no errors, the business indicators list view is displayed with a message confirming the changes have been saved. If there are errors, this page remains displayed until the error is resolved.

Selected Indicators

• The indicators are listed in two columns from left to right and vertically. Long indicator names maybe be truncated to fit within the column width.
• If you click the 'X' it removes the indicator from the list. When an indicator is removed, the Organization, Visualization Defaults, and Measurements sections are recalculated.
• Hovering on a selected indicator displays a tooltip to list categories.

  Note: If you remove selected indicators, then final selections on a Cancel action are not propagated back to the business indicators list.

Organization

• The available column displays a list of all categories available.
• You can move categories between the available and assigned columns by using the arrows.
• When displayed, the assigned column shows only categories that are common to all selected indicators. If individual categories have business indicators assigned, these should not be shown.
• The 'Remove and replace all currently assigned categories' field is unchecked by default. If all categories assigned are common for selected indicators, the checkbox area is disabled but present.
• If the 'Remove and replace all currently assigned categories' field is checked, then you will be alerted with a pop-up of removal and replacement of uncommon indicators. This requires your confirmation.

Title Image

• If settings are common across all selected indicators, the 'Preview' field displays the current image, or 'No Image'; otherwise 'Multiple Images' is displayed.

Measurement

• If settings are common across all selected indicators, the 'Calculation Type' field is populated upon display.
• Making a change to this section highlights that area to indicate it has changed and needs to be saved.
• Calculation Types are Sum Aggregation or Average Aggregation.

  Note: If SOI and non_SOI business indicators are selected, you cannot change the measurement settings. In this case, the section displays an appropriate message, such as 'Measurements have been disabled because the indicators selected do not share the same measurement settings.'

Visualization Defaults

• If settings are different across selected indicators, the 'Visualization Type' shows as blank upon display.
• Making a change to a section highlights that area to indicate it has changed and needs to be saved.
• Visualization Types are Line Chart, Status/Value, or Gauge.

  Note: If SOI and non_SOI business indicators are selected, you cannot change the measurement settings. In this case, the section displays an appropriate message, such as 'Visualizations have been disabled because the indicators selected do not share the same visualization settings.'

See Customize the Basic Business Indicators section for additional information on business indicator updates.