Task 3: Formatting a report

You create a template for the simulation report.

About this task

You add KPIs to a report template, and format their presentation. When you do so, you also tell the Business console which KPIs to process in the simulation.

You can present KPIs as strings or graphs. When a simulation produces a single value for a KPI, the value is presented as a line of text in the simulation report. However, if the KPI compares two metrics, you can present the information in a graph.

You format the presentation of the KPIs individually. You use a text editor to format strings, and a graph editor to format graphs. The graph editor gives you a choice of display types: bar, area, line, and pie. You can also add labels, and set the colors for different elements.

Step 1: Creating a report template

You create a report template and add KPIs.

Procedure

  1. Open the Report Formats subtab in the Simulations tab.
  2. Click the Create button "" to open the report editor.
  3. Enter Miniloan Simulation as the name.
  4. Click the Create button "" twice to add two sections.
  5. In the first section, click New Section, and type Results as the new name.
    This section holds the strings.
  6. In the second section, click New Section, and type Graphs as the new name.
    This section holds the graphs.
  7. In the column of Key Performance Indicators, drag the Average credit score KPI to the Results section.
  8. Repeat step 7 for the following KPIs:
    • Average income
    • Average loan amount
    • Number of approved loans
    Note: Your browser might affect the order in which you list the KPIs.
  9. Drag the following KPIs to the Graphs section:
    • Income and duration
    • Loan by credit score
  10. Click Save, and then click Create New Version.

Step 2: Formatting the KPIs

You edit the appearance of the KPIs.

Procedure

  1. Hover over Miniloan Simulation, and click the Edit button "".
  2. In the Results section, hover over the Average credit score KPI and click the Configuration button "".
  3. Open the Format menu, select 1,200, and then click OK:
    Image shows the format menu.
  4. Format the other Results KPIs as follows:
    • Average loan amount: $1,200.46
    • Average income: $1,200.46
    • Number of approved loans: 1,200
  5. Format the KPIs in the Graphs section as follows:
    Income and duration KPI
    • Display Type: Bar
    • Chart Title: Income to duration
    • X-Axis Title: Income
    • X-Label Format: 6
    • Y-Axis Title: Duration
    • Y-Label Format: 35
    • Color: Blue (default)
    • Outline Width: Default
    • Style: Neon
    Loan by credit score KPI
    • Display Type: Pie
    • Chart title: Average amount of loans by credit score
    • Legend Format: 10
    • Data Label: Value
    • Outline Width: Default
    • Style: Neon
  6. Click Save, and then Create New Version.

What to do next

In the next task, you create and run a simulation configuration.