Reviewing your project

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Summarize both the created KPI Composer project artifacts and the planned Performance Analytics components. Validate the contents of your project. Generate the tasks to build the planned Performance Analytics components.

    Navigate to the Review tab at any time for an up-to-date account of completed design work and pending Performance Analytics configurations.

    The review tab shows four boxes of information:
    Summary
    Sums up the number of artifacts and personas defined on the Analysis tab. Click an item type to open a list of those items.
    PA Artifacts
    Shows the number of Indicator Definitions and Breakdown Definitions in the project. Click an artifact type to open a list of those artifacts.
    Project validation
    Click Refresh Data after adding new or editing existing definitions. The following levels of issues are identified:
    • Warning: A Critical Success Factor is not linked to an Indicator Definition.
    • Error: A Measurement is not linked to an Indicator Definition, or an Indicator or Breakdown definition is not linked to a facts table.
    To Do List
    Shows the tasks that are generated based on the project definitions. For more information, see the "To Do List" section.
    Tasks
    Generate and list the tasks to create the Performance Analytics and Reporting elements you have defined in your project. For more information, see Generating tasks in KPI Composer.

    To Do List

    The To Do List shows what Performance Analytics indicators and breakdowns you have to create to produce the dashboard that you designed in this KPI Composer project. Click Rebuild To Do List to generate a new list of tasks. All existing tasks of the project are removed first.
    Nota:
    The Project validation list includes dashboard design validation messages. However, the To Do List generates only tasks related to creating indicators and breakdowns.

    If an indicator definition is already linked to a Performance Analytics indicator, a task to create that indicator is not generated. The same logic applies to breakdown definitions.

    Some validation tasks have you check whether Performance Analytics indicators and breakdowns are correctly configured. See the contents of these tasks to get detailed instructions on what to check.

    To see a full list of project tasks, navigate to KPI Composer > Project Tasks.

    When a task is completed, open the relevant Project Task record and select Implemented.