Note: You can click the black arrow in the upper righthand corner to close and reopen the Navigation Pane.

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Julius Nelson
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This Desktop Procedure demonstrates the steps for Viewing, Customizing, and Printing Graphs and Dashboards using BCV (Business Context Viewer) in QIM.

1 This Desktop Procedure demonstrates the steps for Viewing, Customizing, and Printing Graphs and Dashboards using BCV (Business Context Viewer) in QIM. Note: This document is showing the process of using the functionality of Business Context Viewer in QIM to gather detailed information about Issues and Activities in the QIM system. 1. Click the Worklists tab in the Navigation Pane to bring up the Worklists screen. Note: You can click the black arrow in the upper righthand corner to close and reopen the Navigation Pane. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 1 of 14

2. Select a Worklist in either the Issues or Activities section. Note: You can also edit filters by selecting the Change Worklist button 3. Click the drop down. 4.

Use the ctrl key to select multiple line items in the Worklist and only the line items selected will have their data pulled into the BCV Graphs.

2 2. Select a Worklist in either the Issues or Activities section. Note: You can also edit filters by selecting the Change Worklist button 3. Click the drop down. 4. Click Select All. Note: By selecting all line items in the Worklist, all reportable data from each line item will be used in the BCV Graphs. Use the ctrl key to select multiple line items in the Worklist and only the line items selected will have their data pulled into the BCV Graphs. BCV does not report on Worklist line items that are not selected. 5. After making the selection, click the Additional Information link. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 2 of 14

3 6. Select the Dashboards tab. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 3 of 14

4 7. Click the black arrow next to SAP QIM Standard Content. 8. Click Dashboard POWL Issues. Note: See APPENDIX 1 for instructions on how to print the Dashboard graphs. 9. Review the Dashboard graphs. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 4 of 14

5 10. Click the Gear above one of the graphs. 11. Click Enlarge in Main Window. Note: See APPENDIX 2 below for instructions on how to print a single graph. 12. To customize this graph, click the Wrench. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 5 of 14

Note: These Settings have a wide range of functions.

6 13. Change the Chart Settings by entering the desired Chart Type, Label, X Axis/Category, Y Axis/Value. 14. Click Apply. Note: The graph below will refresh after clicking Apply. Note: These Settings have a wide range of functions. We recommend taking the time to learn the options available to you. 15. Scroll down to view the graph. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 6 of 14

7 16. Click the Save As button to save this graph. 17. Enter the name of the Chart. 18. Click OK. Note: The Graph will be saved to your user ID and can only be viewed by your user ID. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 7 of 14

Note: See APPENDIX 3 below for instructions on how to Delete a saved graph. 19.

8 Note: You can use the Chart field to navigate between saved graphs. Click Apply after selecting a Chart. Note: See APPENDIX 3 below for instructions on how to Delete a saved graph. 19. Click the red X to close the single graph window. 20. Click the red X to close the Dashboard window. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 8 of 14

9 APPENDIX 1: How to Print the Dashboard graphs. Note: Complete steps 1-8 above 1. To Print All graphs in the Dashboard, click Functions. 2. Click Print. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 9 of 14

10 3. Click the Print icon and then follow the typical steps taken to print a document from the printer. Note: Click the Save icon to the left of the Print icon to save the Print Form to your machine. 4. Click the X to close the Print windows and navigate back to the Dashboard. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 10 of 14

11 APPENDIX 2: How to Print a single graph. Note: Complete steps 1-11 above 1. Click Functions. 2. Click Print. Note: Scroll down to preview the print form. 3. Click the Print icon and then follow the typical steps taken to print a document from the printer. Note: Click the Save icon to the left of the Print icon to save the Print Form to your machine. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 11 of 14

Use the drop down arrow to select the Chart you would like to

12 4. Click the X to close the Print window and navigate back to the Graph. APPENDIX 3: How to Delete a saved graph. 1. Use the drop down arrow to select the Chart you would like to delete. 2. Click Delete. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 12 of 14

13 3. Click Yes. Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 13 of 14

14 Revision Date Pages Affected Description of Change Authorized by 12/1/2015 All Initial Release Filename:QIM-DP-29-Reports_Graphs_Dashboards (General) Page 14 of 14

Note: You can click the black arrow in the upper righthand corner to close and reopen the Navigation Pane. 2. Click the New Worklist button.

Note: You can click the black arrow in the upper righthand corner to close and reopen the Navigation Pane. 2. Click the New Worklist button. This Desktop Procedure demonstrates the steps for creating an Issue Worklist and an Activity Worklist in QIM, viewing the Worklist in the QIM Worklists screen, and exporting the Worklist to an Excel document.