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CaRT Glossary

The ABCs of CaRT

 

A    B    C    D    E    F    G    H    I

J    K    L    M    N    O    P    Q    R

S    T    U    V    W    X    Y    Z

Catalyst Reporting Tool (CaRT) Glossary


A

Action - Provides functionality to navigate to related content or to invoke operations, functions or processes in external systems. You can include actions in analyses, dashboard pages, agents, scorecard objectives, scorecard initiatives and key performance indicators. Not to be confused with the Catalyst term Program Action. See also action link.

Action Link - A link to an action that you have embedded in an analysis, dashboard page, scorecard objective, scorecard initiative or KPI that, when clicked, runs an associated action. See also action.

Agent - Enables you to automate your business processes. You can use them to provide event-driven alerting, scheduled content publishing and conditional event-driven action execution. Agents can dynamically detect information-based problems and opportunities, determine the appropriate individuals to notify, and deliver information to them through a wide range of devices (e-mail, phones, etc.).

Aggregate Persistence - A feature that automates the creation and loading of aggregate tables and their corresponding CaRT metadata mappings to enable aggregate navigation.

Aggregate Table - A table that stores precomputed results from measures that have been aggregated over a set of dimensional attributes. Each aggregate table column contains data at a given set of levels. For example, a monthly sales table might contain a precomputed sum of revenue for each product in each store during each month. Using aggregate tables optimizes performance.

Aggregation Rule - In a CaRT repository, a rule applied to a logical column or physical cube column that specifies a particular aggregation function to be applied to the column data, such as SUM. In Presentation Services, users can see the rules that have been applied in the repository. Users can also change the default aggregation rules for measure columns.

Analysis - A query that a user creates on the Criteria tab in Presentation Services. An analysis can optionally contain one or more filters or selection steps to restrict the results. See also filter and selection step.

Analysis Criteria - Consists of the columns, filters, and selection steps that you specify for an analysis. See also analysis.

Analysis Prompt - A prompt that is added to an analysis. When the user selects a prompt value, that value then determines the content that displays in the analysis containing the prompt only. See dashboard prompt and prompt.

Attribute - The details of a dimension in a CaRT repository. Attributes usually appear as columns of a dimension table.

Attribute Column - In Presentation Services, a column that holds a flat list of values that are also known as members. No hierarchical relationship exists between these members, as is the case for members of a hierarchical column. Examples include ProductID or City. See hierarchical column.

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B

BI Object - A piece of business intelligence content that is created with Presentation Services and saved to the CaRT Presentation Catalog. Examples of BI objects include analyses, dashboards, dashboard pages, scorecards, and KPIs.

BI Search - A search tool that resides outside of Presentation Services. BI Search is available from the Home Page after the Administrator adds a link to the BI Search URL. BI Search provides a mechanism for searching for objects in the CaRT BI Presentation Catalog that is similar to a full-text search engine.

Bookmark Link - Captures the path to a dashboard page and all aspects of the page state. See prompted link.

Briefing Book - See CaRT BI Briefing Books.

Business Owner - The person responsible for managing and improving the business value and performance of a KPI or scorecard object, such as an objective, cause and effect map, and so on.

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C

Catalyst Reporting Tool (CaRT) - A common reporting infrastructure that allows UC business users to analyze, visualize and act on Catalyst data.

 

 

CaRT BI Briefing Books - A collection of static or updatable snapshots of dashboard pages, individual analyses, and BI Publisher reports. You can download briefing books in PDF or MHTML format for printing and viewing. You also can update, schedule, and deliver briefing books using agents.

CaRT BI Presentation Catalog - Stores business intelligence objects, such as analyses and dashboards, and provides an interface where users create, access, and manage objects, and perform specific object-based tasks (for example, export, print, and edit). The catalog is organized into folders that are either shared or personal.

CaRT BI Publisher - A J2EE application that provides enterprise-wide publishing services in CaRT Business Intelligence. It generates highly formatted, pixel-perfect reports. See also report.

CaRT BI Publisher Report - See report.

CaRT Scorecard and Strategy Management - A performance management tool that lets you describe and communicate your business strategy. You can drive and assess your corporate strategy and performance from the top of your organization down, or from the bottom up.

Catalog - See CaRT BI Presentation Catalog.

Cause and Effect Map - A component of a scorecard that lets you illustrate the cause and effect relationships of an objective. See also CaRT Scorecard and Strategy Management.

Chronological Key - A column in a time dimension that identifies the chronological order of the members within a dimension level. The key must be unique at its level.

Column - In an CaRT BI repository, columns can be physical columns, logical columns, or presentation columns. In Presentation Services, indicates the pieces of data that an analysis will return. Together with filters and selection steps, columns determine what analyses will contain. Columns also have names that indicate the types of information that they contain, such as Account and Contact. See also analysisattribute columnhierarchical column, and measure column.

Column Filter - See filter.

Column Prompt - A type of filter that allows you to build specific value prompts on a data column to either stand alone on the dashboard or analysis or to expand or refine existing dashboard and analysis filters. See also prompt.

Condition - Objects that return a single Boolean value based on the evaluation of an analysis or of a key performance indicator. You use conditions to determine whether agents deliver their content and execute their actions, whether actions links are displayed in dashboard pages, or whether sections and their content are displayed in dashboard pages. See also actionaction linkagent and key performance indicator.

Content Designer - The user who creates business intelligence objects such as analyses, dashboards, and scorecards.

Criteria - See analysis criteria.

Currency Prompt - A prompt that allow the user to change the currency type that displays in the currency columns on an analysis or dashboard. See also prompt.

Custom View - A component of a scorecard that lets you show a customized view of your business and strategy data. See also CaRT Scorecard and Strategy Management.

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D

Dashboard - An object that provides personalized views of corporate and external information. A dashboard consists of one or more pages. Pages can display anything that you can access or open with a Web browser, such as results of analyses, images, alerts from agents, and so on.

Dashboard Prompt - A prompt that is added to the dashboard. When the user selects a prompt value, that value then determines the content that will display in all analyses included on the dashboard. See analysis prompt and prompt.

Dashboard URL - Used for incorporating or referencing the content of a specific dashboard in external portals or applications. It has a number of forms and optional arguments that can be used to control its behavior.

Dimension - A hierarchical organization of logical columns (attributes). One or more logical dimension tables may be associated with at most one dimension. A dimension may contain one or more (unnamed) hierarchies. There are two types of logical dimensions: dimensions with level-based hierarchies (structure hierarchies), and dimensions with parent-child hierarchies (value hierarchies). A particular type of level-based dimension, called a time dimension, provides special functionality for modeling time series data. See also hierarchy.

Dimension Table - A logical table that contains columns used by a particular dimension. A dimension table cannot be a fact table. See also fact table.

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E

Event Polling Table - Event polling tables (also called event tables) provide information to the CaRT BI Server about which physical tables have been updated. They are used to keep the query cache up-to-date. The CaRT BI Server cache system polls the event table, extracts the physical table information from the rows, and purges stale cache entries that reference those physical tables.

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F

 

 

Fact Table - In an CaRT BI repository, a logical table in the Business Model and Mapping layer that contains measures and has complex join relationships with dimension tables. See also dimension table.

Filter - Criteria that are applied to attribute and measure columns to limit the results that are displayed when an analysis is run. For measure columns, filters are applied before the query is aggregated and affect the query and thus the resulting values. See also prompt and selection step.

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G

Global Header - An CaRT BI Presentation Services user interface object that contains links and options that allow the user to quickly begin a task or locate a specific object within the Presentation Catalog. The global header always displays in the Presentation Services user interface, thus allowing users to quickly access links and search the catalog without having to navigate to the Home Page or Catalog page.

Go URL - Used to incorporate specific business intelligence results into external portals or applications. The Go URL is used when you add a result to your favorites or add a link to a request to your dashboard or external Web site. It has a number of forms and optional arguments that can be used to control its behavior.

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H

Hierarchical Column - In Presentation Services, a column that holds data values that are organized using both named levels and parent-child relationships. This column is displayed using a tree-like structure. Individual members are shown in an outline manner, with lower-level members rolling into higher-level members. For example, a specific day belongs to a particular month, which in turn is within a particular year. Examples include Time or Geography. See also attribute column.

Hierarchy - In an CaRT BI repository, a system of levels in a logical dimension that are related to each other by one-to-many relationships. All hierarchies must have a common leaf level and a common root (all) level. Hierarchies are not modeled as separate objects in the metadata. Instead, they are an implicit part of dimension objects. See also dimensionlogical level, and presentation hierarchy.

Hierarchy Level - In Presentation Services, an object within a hierarchical column that either rolls up or is rolled up from other levels. Corresponds to a presentation level in an CaRT BI repository. See also presentation level.

Home Page - Provides an intuitive, task-based entry way into the functionality of Presentation Services. The Home page is divided into sections that allow you to quickly begin specific tasks, locate an object, or access technical documentation.

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I

Image Prompt - A prompt that provides an image with different areas mapped to specific values. The user clicks an image area to select the prompt value that populates the analysis or dashboard. See also prompt.

Initiative - Used in a scorecard, an initiative is a time-specific task or project that is necessary to achieve objectives. As such, you can use initiatives that support objectives as milestones as they reflect progress toward strategy targets. See also objective and CaRT Scorecard and Strategy Management.

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J

K

Key Performance Indicator - A measurement that defines and tracks specific business goals and strategic objectives. KPIs often times roll up into larger organizational strategies that require monitoring, improvement, and evaluation. KPIs have measurable values that usually vary with time, have targets to determine a score and performance status, include dimensions to allow for more precise analysis, and can be compared over time for trending purposes and to identify performance patterns. See also CaRT Scorecard and Strategy Management.

KPI Watchlist - A method of distributing KPIs to end users. A watchlist is a collection of KPIs that are built by adding the KPIs stored in the catalog. After a KPI watchlist is built and saved, it is stored as a catalog object and can be added to dashboards and scorecards. See also key performance indicator.

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L

Level - See hierarchy level.

Logical Layer - See Business Model and Mapping layer.

Logical Level - In an CaRT BI repository, a component of a level-based hierarchy that either rolls up or is rolled up from other levels. Parent-child hierarchies have implicit, inter-member levels between ancestors and descendants that are not exposed as logical level objects in the metadata. Although parent-child hierarchies also contain logical level objects, these levels are system generated and exist to enable aggregation across all members only. See also dimension and hierarchy.

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M

Measure Column - A column that can change for each record and can be added up or aggregated in some way. Typical measures are sales dollars and quantity ordered. Measures are calculated from data sources at query time. Measure columns are displayed in the CaRT BI repository, usually in fact tables or in Presentation Services.

Mission Statement - A statement in a scorecard that specifies the key business goals and priorities that are required to achieve your vision. See also CaRT Scorecard and Strategy Management and vision statement.

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N

O

Objective - A required or desired outcome in a scorecard that forms your corporate strategy. See also initiative and CaRT Scorecard and Strategy Management.

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P

Parent-child Hierarchy - A hierarchy of members that all have the same type. All the dimension members of a parent-child hierarchy occur in a single data source. In a parent-child hierarchy, the inter-member relationships are parent-child relationships between dimension members. See also dimension.

Parent-child Relationship Table - A table with values that explicitly define the inter-member relationships in a parent-child hierarchy. Also called a closure table.

Permissions - Specify which users can access an object, as well as limit how users can interact with an object. Examples of permissions include write, delete, and change permissions.

Perspective - A category in your organization with which to associate initiatives, objectives, and KPIs in a scorecard. A perspective can represent a key stakeholder (such as a customer, employee, or shareholder/financial) or a key competency area (such as time, cost, or quality). See also initiativekey performance indicatorobjective and CaRT Scorecard and Strategy Management.

Presentation Hierarchy - An object in the Presentation layer of an CaRT BI repository that provides an explicit way to expose the multidimensional model in Presentation Services and other clients. Presentation hierarchies expose analytic functionality such as member selection, custom member groups, and asymmetric queries. Users can create hierarchy-based queries using presentation hierarchies. In Presentation Services, presentation hierarchies are displayed as hierarchical columns. See also hierarchical column and presentation level.

Presentation Level - In the CaRT BI repository, a component of a presentation hierarchy that either rolls up or is rolled up from other levels. Presentation levels are displayed as levels within hierarchical columns in Presentation Services. See also hierarchy level and presentation hierarchy.

Presentation Table - An object in the Presentation layer of an CaRT BI repository that is used to organize columns into categories that make sense to the user community. A presentation table can contain columns from one or more logical tables. The names and object properties of the presentation tables are independent of the logical table properties.

Primary Key - A column (or set of columns) where each value is unique and identifies a single row of a table.

Process Instance - A unique process on an individual workstation that is associated with a BI instance.

Prompt - A type of filter that allows the content designer to build and specify data values or the end user to choose specific data values to provide a result sets for an individual analysis or multiple analyses included on a dashboard or dashboard page. A prompt expands or refines existing dashboard and analysis filters. The types of prompts are column prompts, currency prompts, image prompts, and variable prompts. See also column promptcurrency promptfilterimage prompt and variable prompt.

Prompted Link - Captures the path to a dashboard page and a simplified presentation of the dashboard prompt. See bookmark link.

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Q

Query - Contains the underlying SQL statements that are issued to the CaRT BI Server. You do not have to know a query language to use CaRT Business Intelligence.

Query Cache - A facility to store query results for use by other queries.

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R

Ragged Hierarchy - See unbalanced hierarchy.

Report - The response returned to the user from the execution of a query created using CaRT BI Publisher. Reports can be formatted, presented on a dashboard page, saved in the CaRT BI Presentation Catalog, and shared with other users. See also analysis.

Results - The output returned from the CaRT BI Server for an analysis. See also analysis.

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S

Scorecard - See CaRT Scorecard and Strategy Management.

Selection Step - A choice of values that is applied after the query is aggregated that affects only the members displayed, not the resulting aggregate values. Along with filters, selection steps restrict the results for an analysis. See also analysis and filter.

Session variable - See variable.

Skip-level Hierarchy - A hierarchy where some members do not have a value for a particular ancestor level. For example, in the United States, the city of Washington in the District of Columbia does not belong to a state. The expectation is that users can still navigate from the country level (United States) to Washington and below without the need for a state. See also hierarchy.

Strategy Map - A component of a scorecard that shows how the objectives that have been defined for a scorecard and the KPIs that measure their progress are aligned by perspectives. It also shows cause and effect relationships. See also CaRT Scorecard and Strategy Management.

Strategy Tree - A component of a scorecard that shows an objective and its supporting child objectives and KPIs hierarchically in a tree diagram. See also CaRT Scorecard and Strategy Management.

Subject Area - In a CaRT BI repository, an object in the Presentation layer that organizes and presents data about a business model. It is the highest-level object in the Presentation layer and represents the view of the data that users see in Presentation Services. CaRT BI repository subject areas contain presentation tables, presentation columns, and presentation hierarchies. In Presentation Services, subject areas contain folders, measure columns, attribute columns, hierarchical columns, and levels. Not to be confused with the Catalyst term Subject.

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T

Transformation - Work that is performed on data when moving from a database to another location (sometimes another database). Some transformations are typically performed on data when it is moved from a transaction system to a data warehouse system.

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U

Unbalanced Hierarchy - A hierarchy where the leaves do not have the same depth. For example, an organization may choose to have data for the current month at the day level, data for the previous at the month level, and data for the previous five years at the quarter level. See also hierarchy.

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V

Value Hierarchy - See parent-child hierarchy.

Variable - Objects in an CaRT BI repository that are used to streamline administrative tasks and dynamically modify metadata content to adjust to a changing data environment.

Variables are of the following types:

  • Repository variables have a single value at any point in time. There are two types of repository variables: static and dynamic.
  • Session variables are created and assigned a value when each user logs on. There are two types of session variables: system and nonsystem.

Variable Prompt - Allows the user to select a value specified in the variable prompt to display on the dashboard. A variable prompt is not dependent upon column data, but allows you to manipulate, for example add or multiply, the column data on an analysis. See also prompt.

Vision Statement - A short statement in a scorecard that describes what your organization wants to become sometime in the future. For example, it might be to become the most successful business in the South America Polypropylene Market. See also mission statement and CaRT Scorecard and Strategy Management.

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W

X

Y

Z