Configuring the Business Driver data explorer template

The Business Driver data explorer template is used to perform a detailed analysis of a particular business driver. It displays summary charts and table related to a business driver. You can drill-down to the Business driver data explorer view from the Summary Table view.

This view is useful when you want to show the behavior of business driver metrics over fixed time periods. 

This topic describes how to edit a custom view page that is created using the Business Driver data explorer template.

To configure a view using the Business Driver data explorer template

1. Open the view page with the Business Driver data explorer template:
   • When creating a new view, click the Add View option, and select Business Driver data explorer as the template. For detailed steps, see Adding-and-managing-views.
   • When creating a new page in an existing view, click Add a new page option, and select Business Driver data explorer as the template. For detailed steps, see To add a page to an existing custom view.
2. Configure the following properties:
   • Title: Type a title for the page.
   • Show tags: Enable or disable the display of tags.
   • Related information: To add related links, click + Add link. In the edit box, type a name for the link, select the page you want to link to, and click Apply. 
     The links you add are displayed under Related information. You can edit or delete the available links.
   • Configure the business driver filters:
     1. Display Business Driver type: Select one or more business driver types. The business drivers from these business driver types will be available for selection in the business driver type filter to the capacity view users. 
        If required, you can specify a default business driver. Select Apply Lock if you do not want the capacity view user to change or clear the default business driver.

     2. Filters (Change): Click Change and configure the subresource filter for the business driver types selected in the Display Business Driver type section. 
        Click the toggle button to enable or disable the subresource filter. 
        When enabled, the subresource filter allows the capacity view user to additionally filter the details for a selected business driver according to the available subresources (BY metrics). 

        Example that shows the configuration and use of filters on the view page

        On the configuration page, consider that you have selected the type as Business Driver - Generic and configured the subresource filter. 

        

        On the target custom view page, the filters are displayed as follows.

        

        Click next to the Business Driver filter and select a value. In the box that opens, a list of all business drivers from the Business Driver - Generic type is displayed. You can select only one value from the filter.

        
        
        Click next to the Subresource filter and select a value. In the box that opens, a list of all subresources of a selected business driver is displayed. You can select multiple values from this filter.

3. Configure charts and tables in the tabs: By default, 10 tabs are displayed and the first tab is enabled.
   1. In the Tab label box, type a name for the tab.
   2. (Optional) To add custom text, click Add custom text. To update an existing custom text, click Change in the custom text panel. You can add descriptions, instructions, links, or any other textual information for the users of the view page. Use markdown tags to format the content of custom text and to add images, links, and tables. For example, add a description such as “Displays performance metrics for Payroll application”, or a label such as "NY Datacenter - Capacity Metrics".
      • Title: Type the required title for the custom text.
      • Always expand custom text: Select to display the custom text as expanded or collapsed.
      • Editor: Type the required content and format it by using markdown tags such as * to create an unordered list and # to increase the font size. A preview of the formatted content is displayed in the Preview section.
      • Insert image: Enable you to add an image. The selected image is displayed in the Preview section. 
      The following image illustrates the preview of the commonly-used standard markdown language tags. For more information about markdown tags, see Showdown's Markdown syntax.

   3. To configure the charts, click in the individual chart.  denotes that the display of the chart is enabled. 

      Configure the following properties for charts:

      1. Template: Select one of the following templates based on which you want to render the chart.
         • Area Chart
         • Bar Chart
         • Line Chart
         • Pie Chart
         • Stacked Area Chart
         • Stacked Bar Chart

         • <Custom analysis templates that you have created in the Helix Capacity Optimization Console>
           Only custom templates created using the Load vs Time Analysis type are displayed in this list. For information about the types of charts, see Analysis-chart-types.

           Information

           The following functions from the analysis chart types are not supported in the charts: Trendlines, Right axis on line charts, Calendar charts, and other minor customization options such as Format of ticks, Format of dates, Label rotation, Format of chart grid, Logarithmic axes, Palette, and Dashed lines.

      2. Title: Displays the title according to the selected chart template. You can change the title. You can also change the chart labels by clicking the Change chart labels link. Type a subtitle, X axis title, Left Y axis title, Right Y axis title, and legend for chart.
      3. Metrics: Click Add to add one or more metrics to display in the chart.

         • The Metrics panel lists all available metrics for the business drivers. The metrics are grouped by category such as Database, Events, Generic, Users, BYServer and so on. Click a category to expand it and select the metrics. 
           If you have enabled the subresource filter, select a BY metric from the list of available metrics. The selected metrics are listed in the Selected Metrics panel. 

           You can also select and add default and custom statistics for a metric. Ensure that the custom statistic that you want to add is already created.Click Done. The metrics you add are displayed under Metrics. You can edit or remove the added metrics.

         • To customize the metric statistics or display on the right Y axis, click the corresponding Customize link.

           In the Customize Metric <metricName> screen that opens, specify the following options:

           • You can choose to select a different statistics for this metric. Selecting the default value retains the original statistics. 
           • Select Show Value to show the metric values on the chart. 

           • Select Show on Right Y Axis to show this metric value on the right Y axis. Selecting this option for any of the metrics in the chart displays two Y axes, one on the left and other on the right side of the chart. This feature can be useful for viewing a chart configured with metrics of different units. 
      4. Related information: To add related links, click + Add link. In the edit box, type a name for the link, select the page you want to link to, and click Apply. 
         The links you add are displayed under Related information. You can edit or remove the available links.

      5. Click Apply. The changes are updated dynamically in the view, and you continue to be in the edit mode.

         Information

         When you click Apply, a live preview of your configuration is displayed, without saving the changes. This live update helps you to review your changes, and if required, quickly make further changes as you continue to be in the edit mode.

   4. To configure the table, click in the table section.  denotes that it is enabled for editing. Configure the following properties: 
      1. Data mart: Select a data mart from the list. You must select a data mart to show data on the page.
      2. Title: Type a title for the table.
      3. Columns: Add columns to the table and select the corresponding value for each column. By default, four columns are displayed. 
         You can add more columns, and edit or delete the available columns.
      4. To modify the default column header label, renderer, and column visibility option, select a column, and click the corresponding Edit parameters link to configure it further:In the Edit <columnName> parameters screen that opens, specify the following options:
         1. If you do not want the column name as appears in the data mart to be displayed as the column header, type a new label in the Column header label field.
         2. Select the Renderer and configure it. The default renderer is automatically selected based on the data mart column that you select in the previous step. For example, if you select data center (dc_name) as one of the columns, the corresponding default renderer for that column is Text. Depending on the selected renderer, the parameters to configure differ. For more information about the available renderers, see Renderer-options-in-custom-views. 
         3. In the Column visibility section, specify whether the column must be shown or hidden on the view page:
            • Column is always shown: The column is permanently shown. User of the view cannot hide the column.
            • Column is displayed and user can hide it: The column is shown by default. The user can hide or show it from the Show/Hide columns window.
            • Column is hidden and the user can show it: The column is hidden by default. The user can choose to show or hide it from the Show/Hide columns window.

              Consider the following example

              As per the following column configuration, the Name column is displayed by default and the capacity view user can hide it.When the capacity view user opens the configured view page, the Name column is displayed.
              The capacity view user can choose to hide the column by selecting the Show/Hide Columns option from the table action menu.In the Show/Hide Columns window, the Name column is displayed, by default. To hide the column, clear the check box and click Save.
              The column is not displayed in the table.
         4. After you complete editing parameters for one column, click Done to return to the previous edit screen. You can continue to edit parameters for other columns.
      5. To reorder the columns, click Reorder columns. Type the required order or position number in the Order field for the required column. The columns rearrange automatically.
         InformationYou can only enter a number between 1 and the total number of columns in the Order field. For example, if four columns are displayed, then you cannot add an order number greater than 4.
      6. Click Apply. The changes are updated dynamically in the view, and you continue to be in the edit mode.

4. If you are satisfied with the changes, and do not want to edit the page further, click Save.

   The configured custom view page is displayed. The data is not displayed in the view unless a business driver is selected. 

Example of a view page with Business Driver data explorer template

Related topics

Accessing and using capacity views

Analyzing-your-infrastructure-data-by-using-capacity-views