Report Target Conditions

To create a general condition, select the 'General condition' radio button option in the Condition tab. Create a Boolean expression using the drop-down list boxes, e.g., [Quantity] [is] [equal to|greater than|less than|one of|between|starting with|contains] [5000]. Be sure to click on the 'Append' button to add the expression to the expression list. Use the 'and'/'or' radio button to choose the Boolean operator. Click on the 'Modify' button to change a selected Boolean expression from the list. Expressions can be rearranged using the 'Up' and 'Down' buttons.

Period conditions are used to compare a record at one time period to a record at another time period. Period conditions can only be performed when the metric asset has data grouped by a date field. Each individual group value is termed as a 'period', e.g., Sept. 06, Oct. 06, Nov. 06, or 2004, 2005, 2006, etc. The current period is the group value corresponding to the current date, e.g., if today's date is Nov-25-2006 then Nov. 06 would be the current period for Date Grouping by 'Month'. And 2006 would be the current period for Date Grouping by 'Year'.

The following are the steps to follow while setting up a period condition. Refer to the 'Period Condition' Figure that follows.

1. In the 'Target Periods' box, enter a 'Reference Period' and a 'Period To Evaluate'. For example, assuming the data is grouped by month, in order to compare the previous month to the month before. Set 'Period To Evaluate' as '1' and the 'Reference Period' as '2'.

2. In the 'Date Span' box select a 'Start date' and 'End date'. This will filter the data returned by the metric asset. The date range should encompass the desired Evaluation and Reference time periods. The entire range of data fetched, will display on the (default) detail report in the subscriber's scorecard.

3. In the 'Condition' box select 'Increasing' or 'Decreasing'. Then select an option: 'Any': e.g., any increase or decrease; 'Constant Value': e.g., Increase of 500 or Decrease of 200, etc.; or 'Percent': e.g., Increase of 3 (3%) or Decrease of 2 (2%), etc.

4. In the box titled 'Tolerance' enter an 'Upper and 'Lower' tolerance (permissible variation in target). The Tolerance could be expressed as a constant value or a percentage above or below the target.(e.g.; For a Target:5000, Constant Upper: 100, Constant Lower: 100) the corresponding upper and lower bounds would be 5100 and 4900.

A script condition is a custom-coded JavaScript function which returns a boolean value. The function has access to a parameter called 'metricData', which represents all the values in the metric column. It is possible to add conditional logic based on the data values. If the value returned is 'false' the notification action is launched (shown below).

Note: 'metricData' is a 2 dimensional array representing the entire asset (data block) of the metric. The first row contains header information.

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