Product Referential Metrics – Services Products Overview

You can view charts that show at a glance the Services Product count by design responsibility, life stage, and product line.

If the area allotted to the widget is small, you only see one of the charts. Click the arrows at the sides or the dots at the bottom of the window to switch between the charts.

This page discusses:

Filters

You can filter the widget by several types of data. The filter optimizes the initial data set so that it displays faster. The filter remains in effect between sessions so you only need to set it once unless you want to change it. If a tab includes both the Services Products List and the Services Product Overview widget, setting the filter on one widget automatically applies that filter to the other widget.

To set a filter, follow these steps:

  1. Click Filters .
  2. Select how you want to filter the charts. You can filter by any combination of the listed filters, and you can select multiple items for each filter. If you do not select a value for a data item, all of the values for that filter are used to display the charts.
    • Design Responsibility: start typing the name of the business unit, company, or department
    • Life Stage: Development, Release, General Availability, Modification, Cancelled, Obsolete
    • Product Classification: Financial Product, Financial Service, Financial Component, Financial Instrument
    • Commercial: Yes or No
    • Product Line: Start typing the name of a product line.
  3. Click Apply.

To remove a value from a filter, click the X in the tag. When you set this filter, the app also applies that filter to any Product Referential Metrics - Services Products List widget included on the same tab.

You can change the widget title to reflect the type of filtered data you selected. For more information, see Setting Preferences.

By Design Responsibility

The By Design Responsibility bar chart shows a bar for each organization that has design responsibility for a Services Product, with the number of Services Products. The bar for "None" includes all Services Products that do not have a design responsibility defined.

If the bar chart shows too many bars for easy reading, you can drag a box around a set of bars. The app then zooms to show the selected bars so you can more easily read the data. You can then click Reset zoom to return to the full bar chart.

By Life Stage

The By Life Stage pie chart of the product life stages for the Services Products. Each wedge shows the number of Services Products in that life stage. Hover over a wedge to see the percentage of Services Products in that life stage.

The Development life stage includes Services Products in the Create, Draft, or Review lifecycle states.

By Product Line

The By Product Line bar chart shows a bar for each product line with the number of Services Products for that product line. The bar for "None" includes all Services Products that have not been added to a product line.

If the bar chart shows too many bars for easy reading, you can drag a box around a set of bars. The app then zooms to show the selected bars so you can more easily read the data. You can then click Reset zoom to return to the full bar chart.

Saving a Snapshot

You can take a snapshot of the widget display and download it as a *.png file to your computer. To do so, follow these steps:

  1. Click Snapshot .
  2. Enter a name for the snapshot.
  3. Click Download. The app opens a file same dialog. Enter a name and select a directory for the snapshot, then click Save.

Printing the View

You can print the current view of the widget. To do so, follow these steps:

  1. Click Print .
  2. Select the required print options.
  3. Click Print.

Emailing the Charts

You can email a picture of the current view of the charts. To do so, follow these steps:

  1. Click Email .
  2. Enter an email address, edit the subject if you want, and enter a message.
  3. Click Send.