Register a scorecard

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You can register Excel files, URLs, Salesforce.com dashboards and Oracle dashboards in TIBCO Nimbus® .

 


 

To register an Excel-based scorecard:

 

1.From the Tools menu choose Scorecards.

 

2.From the Edit menu choose Register Existing File.

 

3.Click Browse to locate the file.

 

 

File Types

 

Files that can be used are Excel spreadsheets (.xls, .xlsx, .xlsm) Excel templates (.xlt, .xltx, xltm) and MIMI HTML (.mht) files. The default file type is XLS when searching. To select other file types, choose the file type from the Files of type drop-down list.

 

TIBCO Nimbus® requires the file to be placed in the scorecard repository. You will be prompted to move the file from its current location to the scorecard repository, or to make a copy of it.

 

 

4.Choose the sheet if you are creating a scorecard from an Excel file.

 

5.Modify the details (title and owner), if required.

 

6.Enter a description for the scorecard.

 

7.To modify the access rights or add attachments, see below.

 

8.Click OK.

 

To register a URL as a scorecard:

 

1.From the Tools menu choose Scorecards.

 

2.From the Edit menu choose Register URL.

 

3.Enter the URL.

 

4.Modify the details (title and owner) if required.

 

5.Enter a description for the scorecard.

 

6.To modify the access rights or add attachments, see below.

 

7.Click OK.

 

To register a Salesforce.com Dashboard as a scorecard:

 

1.From the Tools menu choose Scorecards.

 

2.From the Edit menu choose Register Salesforce.com Dashboard.

 

3.Click in the Dashboard URL text box and enter the URL of the Salesforce.com Dashboard.

 

Note: The URL must be preceded by either HTTP:// or HTTPS://.

 

4.In the Details panel, specify a title for the scorecard and the owner.

 

5.Optional. Enter a description for the scorecard.

 

6.To modify the access rights or add attachments, see below.

 

7.Click OK.

 

 

To register an Oracle Dashboard as a scorecard:

 

1.From the Tools menu choose Scorecards.

 

2.From the Edit menu choose Register Oracle Dashboard.

 

3.Click in the Dashboard URL text box and enter the URL of the Oracle Dashboard.

 

Note: The URL must be preceded by either HTTP:// or HTTPS://.

 

4.In the Details panel, specify a title for the scorecard and the owner.

 

5.Optional. Enter a description for the scorecard.

 

6.To modify the access rights or add attachments, see below.

 

7.Click OK.

 

To modify access rights:

 

1.Click the Access tab

 

2.Choose the default access rights for all users.

 

Note: If you choose to restrict access to all users by default then you can grant access to specific users and user groups in the next steps.

 

3.Click Add to select a user or user group.

 

Note: By default, the user or user group is granted access to the scorecard. To deny access, double-click the user or user group and select Access Denied.

 

To add attachments:

 

1.Click the Attachments tab, then click New .

 

Note: For more information on attachments see About attachments and links.

 

To change the cover image:

 

1.Click the Cover Image tab, then click Load Image.

 

Note: To return the image to the default image click Clear Image.

 

 

Related topics

 

About scorecards

 

Creating scorecard folders

 

Modifying scorecard system options