When creating scorecards and displaying a KPI custom property in that scorecard, you will find that those KPI properties will repeat for every dimension member that you place on the columns of your scorecard. For example:
You can manually delete the column, but if you are setting your column members via a filter, you will get the repeated property every time the filter is applied to the scorecard columns, giving you this similar behavior which is likely not what you want. There is a workaround, which will enable you to only display the property column once, but it comes with a caveat as outlined below:
1. The unfortunate caveat: You can do this only for the right most columns. It is not possible to do this for the left most columns if you want those members to come from a dashboard filter. The work around makes use of the fact the filters only replace members for the first hierarchy on the scorecard.
2. OK, so now the real first step: Add a target and property (in this example person responsible) to scorecard columns. KPI's are on rows.
3. Next, drag the "All" member of any dimension (other than time or the dimension that you plan to place on the columns with your filter) and place it above the Target column while pressing the [Shift] key. The result should look like this:
4. Add any additional metrics under "All" that you want to repeat.
5. In the dashboard, connect the Time Filter (or other filter you wish to use) to the scorecard columns axis.
6. Publish the changes
7. Deploy the scorecard
8. The result is as shown below:
NOTE: This only works, as indicated earlier, if the column you don't want to repeat is added at the Right end of the scorecard and it is not a child of All.
Steve Handy
Alyson Powell Erwin (alysonp@microsoft.com)
SDK TechEd Download Package TechEdContent
At TechEd, there were 2 sessions presented on the PerformancePoint Monitoring Server SDK.
The first session, Navigating the Microsoft Office PerformancePoint Server 2007 SDK, discussed what you can do with the SDK.
The second session, Microsoft Office PerformancePoint Server 2007: Customer Data Connectors and Report Types, presented slides and code samples for a custom data connector and a report type.
This content has been made available here for you:
Just a couple of quick notes:
- The build OutputDir and xcopy post-build steps assume default locations for PerformancePoint assemblies, the Monitoring Web Service, and SharePoint :80 web application, as discussed in the BIN08-TLC slides. Please take a look and make sure they're right for your environment.
- To get the samples working you'll need to alter the *.config files. See config-readme.txt for details. Let me know if you need help, I think this is the trickiest part.
- If you want to use the "Live Search"-based custom data source implementation, please apply for your own Live Search application ID and insert it in SearchDataSourceProvider.cs. (It'll take about 15 minutes for the application ID to become active; until then feel free to use mine.)
Wade Dorrell (Microsoft)
wadedor@microsoft.com
Saw an interesting use case for tabular filters and having them control OLAP views, thought I would share the use case and let you expand on the possibilities.
In this instance, a tabular filter was created that was really a selection of how the users wanted to see data in their charts/grids. So, the filter was a selection of options like: By Sales Territory, By Products, etc. The filter then passed a different column from the source data, which contained MDX to the OLAP report views. Here is a very simple example.
First, create a tabular filter, I used an import from excel and my data source looked as follows:
I created 3 columns of data, the first column was a simple key column that is ignored. The second column contains the display information I want to show my users in the tabular filter. The third column contains the MDX expression that will be passed to the view. Note that this column is flagged with None as the aggregation type and Fact as the column type. Also note that I used both a Named Set in the cube and straight MDX, either will work for the scenario.
Second, create your Analytic charts/grids. I created a simple grid as follows:
Make sure that you do not include the same hierarchies that you intend to pass into the view on additional axis, so for example, since I will be passing in Sales Territories and Products, I cannot have those hierarchies on the columns or the background since I will be overwriting the rows selection with that hierarchy. (Note that I didn't include either of my hierarchies in the rows, it doesn't matter as you will see shortly.)
Next, create the dashboard by adding the report view or views to it and then creating a tabular filter as follows:
Choose the tabular data source that you created earlier. Fill in the Choose Key Columns as shown below:
You must choose the column that contains the MDX as the Key column. The column that contains the text you want to show your user must be chosen as the Display value column. Set the Parent key and Is default to None.
Finally, link the filter to the analytic views as shown in the below screen:
The Dashboard item endpoint is the hierarchy that you wish to replace with your filter selection. The Source value is the name of the column in your tabular data set that contains the MDX or named sets.
The result:
Changing the filter to the Sales Territories:
Alyson Powell Erwin
alysonp@microsoft.com
We are pleased to announce the availability of SP1 for PerformancePoint Server. You can download SP1 from the following locations:
PerformancePoint Server 2007 Service Pack 1 (x86): http://www.microsoft.com/downloads/details.aspx?FamilyId=28B1F86B-B7F2-4215-8BC9-8F8507FF8831&displaylang=en
PerformancePoint Server 2007 Service Pack 1 (x64): http://www.microsoft.com/downloads/details.aspx?FamilyId=6245C354-9191-4C4D-8C0C-C10D6C778AF8&displaylang=en
PerformancePoint Server 2007 Evaluation Version (x86): http://www.microsoft.com/downloads/details.aspx?FamilyId=6372C24F-67DD-42DD-B034-748907B23420&displaylang=en
PerformancePoint Server 2007 Evaluation Version (x64): http://www.microsoft.com/downloads/details.aspx?FamilyId=3ADAC793-DEF0-4BA8-A9AB-228979B8DB40&displaylang=en
What's New for PerformancePoint Planning Server SP1
- Windows Server 2008 Support
- Excel add-in Performance Improvements - The Performance of opening reports and opening and refreshing workflow assignments is improved significantly.
- New workbook option Clear Changes after workflow action - When you set this option to True, it automatically clears any changes after the workflow action occurs when the form is used in an assignment. This improves performance of subsequent queries. However, if submission fails with this option set the user will be unable to resubmit the changes and the changes will be lost.
- New workbook option Enable what-if analysis - When you set this option to True for a matrix, the add-in automatically performs what-if calculations that show the effect the change will have on an assignment if submitted. If False, no changes are applied to the matrix, this can help improve query performance.
- Annotations - Forms and Reports can now be created for models that have annotations disabled.)
- Workflow Assignments - Contributors can now use the discard action after submitting an assignment to clear the version of the form template they recently submitted allowing the most recently published version of the form template to be retrieved.
- User Dimension - Allows creation of dimension properties that link to the user dimension.
- Kerberos Support - The PPS Planning Service can now reside on the same IIS server as other IIS sites that also require Kerberos authentication.
- Data Import Wizard is decoupled from Microsoft Dynamics AX and works with any data provider - The data import wizard is now a generic data integration wizard that allows customers and partners to develop their own data providers to integrate source financial data. The PerformancePoint Server Data Integration Toolkit, provided by Microsoft, is a companion tool that provides a data integration framework. You can use this framework to create your own data providers. To obtain this toolkit, visit the following web site: http://go.microsoft.com/fwlink/?LinkId=117552&clcid=0x409
What's New for PerformancePoint Monitoring Server SP1
- Microsoft Windows Server 2008 Support
- Default Display Conditions can be Created - It is now possible to add a default display condition report view (see related blog post also posted today)
- Multi-select Filter Enhancements - Multi-select Monitoring server filters now pass to multi-select SQL Server Reporting Services report parameters and Strategy Map views
- Time Intelligence Post Filter formula date corrections
- In some instances filters were passing a one day offset, this is resolved
- Date format of filter will now honor localized formats
- Negative numbers will not cause a text wrap in scorecards
- Dashboard filter performance improvements
- Expand/collapse functions work properly with hidden parent KPI members
- Tabular filter enhancements
- Limit of 1,000 characters in an MDX expression for KPIs has been removed
- No longer blocked from using SQL Server 2008 as a data source (NOTE: full support for 2008 is coming in SP2, we just won't prevent you from running on it with SP1)
What you need to know about installing:
- The SP1 file MUST be installed on every PPS Monitoring Server in your environment
- The SP1 file MUST also be installed on every MOSS/WSS box that has the PPS Web Parts installed
- Dashboard designers should download the Dashboard Designer from the server again after the server has been upgraded
When setting up conditionally displayed report views the question often arises -"How do I set up a default view to be shown when no KPIs are selected?" This is the case when the scorecard first loads, a view will not be conditionally shown until a user clicks on a KPI. What you often find is that you want to set up a view that will be shown upon opening the dashboard page and then that view can be switched once users click on KPIs in the scorecard that have other reports conditionally linked to them. In order to set up this default view display, take the following actions:
1. Set up a display condition from the scorecard to the report view you wish to conditionally display. For details see: http://blogs.msdn.com/performancepoint/archive/2007/06/15/how-do-i-link-a-report-to-a-kpi-in-a-performancepoint-dashboard.aspx
2. When selecting the KPI to conditionally link the view to, select the Select None button.
This will set up the report view to be shown when no KPIs are selected within the scorecard - thus enabling a report view that will be shown upon first loading the dashboard page and scorecard. It is likely that you will also want that same report view to be shown when some of the KPIs within the scorecard are also selected. For example, I may want my default report view to be shown when no KPIs are selected upon initial dashboard load and also when a user clicks on the Operation Scorecard objective, the Increase Revenue objective, etc. In this instance, you will have to set up two separate display conditions. The first one set up as outlined below, the second one set up with the KPIs/Objectives selected that should also trigger the same view being shown. Example shown below:
While not ideal - it will accomplish what you are after.
**NOTE: this capability has been added with PerformancePoint Monitoring Server SP1 - you will need to install SP1 to use this functionality.
Alyson Powell Erwin
alysonp@microsoft.com
There are two primary steps to a Migration in V1, with many tedious "sub-steps".
The First step in the process is to Migrate the Application, this part of the process migrates:
- Security roles
- Structural metadata: all model site, model, dimension, and member set definitions
- Data Sources and Data Destinations
- Calculation rules and any associated job templates
- Form templates
- Calendar
The Second, (more tedious), step is to Migrate the Data, which accomplishes migrating the following:
- Dimension and hierarchy data
- Fact data and annotations
- Associations
The "PerformancePoint Server 2007 Planning Data Migration Tool" automates the Second set of steps, the "Data Migration" portion. The full manual process, (which requires the user to have intricate knowledge of the application), is documented in the TechNet Documentation located here:
- Preparing the Staging DB on the Source Server: http://technet.microsoft.com/en-us/library/bb838747.aspx
- Loading the Migrated Application on the Target Server: http://technet.microsoft.com/en-us/library/bb838692.aspx
There are numerous steps in each of the above two sections which need to be followed extremely carefully in order for the Data to be properly migrated into the Target Application.
The "PerformancePoint Server 2007 Planning Data Migration Tool" fully automates each of these two steps.
Note that the Application Migration, as well as the Backup \ Restore of the Staging DB from Source to Target are still manual procedures. Please refer to the above documentation to fully understand all the steps involved.
Note: The following will NOT migrate in V1
- Reports
- Workflow: assignments, job, cycle definition and instances
- Users and their security role assignments
We've had some customers who are trying to test the translations feature of Analysis Services, which allows names of cube items to be changed based on the user's locale, and have had difficulty getting the translated captions to show up.
PerformancePoint Monitoring and Analytics does support this, in the analytic grids and charts (not scorecards yet), but to see the results, don't forget to change the primary browser language to the one you'd like to see.
With IE 7.0, just changing the Windows Regional Settings is not enough, as the browser settings override those values.
This shouldn't happen in a real production environment, as the user probably already has their default browser language set to their primary language already.
A few months ago I wrote a blog post on how the scores of KPIs are calculated (see article here), this post will expand on that topic and show how the best and worst values can impact your scores.
Recall that the scores of the KPIs are mapped into the standard ranges for the number of KPI bands that you have. Also recall that the band for the highest level ranges from the upper threshold to the best value and the band for the lowest threshold to the worst value. Let's review a couple of simple examples to see how the scores are affected when best and worst values are adjusted.
Example 1:
KPI Value 105
KPI Target 100
Increasing is Better
Thresholds:
Based on the scoring algorithm from the above mentioned post, the score based on these settings is 83.3%.
This score is based off of the best value of 120 - so for values 120 and higher, the score will always reflect 100%, regardless of how high the actual value is.
If we adjust the best value to 200, the score is now 71.2% because the value 105 is much farther away from the best value of 200.
Similarly, if we adjust the best value down to 100, the score is now 100%.
You can see that the stoplight is always green; however, the actual score used when rolling up this KPI into an objective can be significantly different. For this reason, you should carefully select your best values when working with the thresholds so as to most effectively roll up your KPIs and achieve the best results in your scorecards.
Example 2:
KPI Value 75
KPI Target 100
Increasing is Better
Thresholds:
Based on these settings, the KPI score is 31.3%. The value of the KPI is near the threshold 1 setting and very distant form the worst setting so it gets a value very close to 33%.
Now, if we adjust the worst value to 70% - meaning that all KPI values less than 70% of the target should be scored as a zero, we get the following score - 16.7%:
Any KPI value of less than 70 would automatically be scored as 0%.
If we adjust the worst value to 75%, we get a score of 0.
Again, the stoplight is red regardless of how much below the lowest threshold we are, but the score used when rolling this KPI into an objective can be significantly different.
Using this example, if we leave the worst value at 0, we see our objective is yellow:
However, if we change our worst value to 75% and our score goes to 0, we get an objective that is red:
Summary:
Although it may be easy to accept the defaults for best and worst values when defining KPIs, you should really put some thought into the values and ensure that the value you place in the best/worst fields are the true targets that you want your numbers to be scored against. It can significantly affect the objective values and determine whether your objectives are reflected as On Target or not.
Alyson Powell Erwin
alysonp@microsoft.com
When working with data from your PerformancePoint Planning models in the Monitoring server, you may encounter issues with the formatting of your scenario dimension members Actual, Budget, Plan, etc. The numbers will come across as the raw values in the cube, thus, showing unformatted values when viewing them in analytic grids. Currently, there is not a way to format these metrics within the Planning Business Modeler, however, one option that you do have is to apply the formats in SSAS after you have deployed the model. You can add format expressions in the cube script once the model has been deployed. Keep in mind that if you redeploy your model you may need to re-add these format expressions in your cube script - it would be worthwhile to copy this script off to a safe location so you can cut and paste it in whenever needed.
1. Open the model (cube) in SQL Server Business Intelligence Development Studio.
2. Double-click on the cube in order to load it into the workspace.
3. Click the Calculations tab to pull up the cube calculations.
4. Select the script view button to view the calculations as script.
5. Add script at the bottom of the existing script to format the members of the scenario dimension. The script will include a scope and format_string statement for each member in the scenario dimension that you want to have formatted. For example:
In the above example, the Actual/ABP Variance (%) scenario dimension member will be formatted as a percent always containing 2 precision digits with a physical % included at the end. Actual and Current Month Actual will be formatted as currencies with a $ in front.
Applying these formats will enable much easier navigation of your models in the analytic grids in PerformancePoint Monitoring server.
Alyson Powell Erwin
alysonp@microsoft.com
When first viewing your published scorecards you may want your users to see a fully collapsed scorecard with the indicator counts in the heading rather than the expanded KPI list and an aggregated value in the headings. To do this follow the below steps:
1. In Dashboard Designer, collapse the scorecard so all you see is the "Rollup" rows. Example:
2. Click the "Target" column header, then click the "Properties" button in the "Edit" toolbar:
3. In the window that comes up, Change the "Score rollup type" to "Indicator Count".
4. Publish your scorecard to the server. You should now see this by default:
Here's what it looks like when expanded:
Tim Morgan (Microsoft)
I have been asked several times recently on how to adjust the font size on analytic charts and grids. Within the dashboard designer you have this ability although it is not always exposed automatically when editing/creating charts and grids.
When first creating an analytic chart/grid you are presented with the Analytic View Designer in the workspace area of the Dashboard Designer. Unfortunately, the Home tab remains selected in the Dashboard Designer - leaving the editing capabilities hidden from the user initially. If you select the Edit tab in the Dashboard Designer you will see the edit toolbar appear with the many editing capabilities easily exposed in the Dashboard Designer.
From here, you can easily adjust font sizes, change numerical formatting of the chart/grid, adjust the report type, report layout (grid), control legend placement (chart) and adjust the row and column label length (view options - grid).
Alyson Powell Erwin
alysonp@microsoft.com
Download the Code Sample GridViewTransformSample
Grid View Transforms for scorecards are one of the extensibility points of PerformancePoint Monitoring Server. In this post I will discuss how you can easily create your own Grid View Transform to automatically hide all the empty rows in scorecards.
Imagine you have a scorecard that is used by different organizations in your company. Depending on the level of access employees in different organizations have to the cube they may see no "Actual" value for some of the rows in the scorecard. If you have many rows in your scorecard employees may see a lot of these empty rows. This makes it difficult for them to find the rows they need.
One way to solve this problem is to create different scorecards for different organization. This solution works but you have to create and maintain many scorecards. The other solution is to writing a Custom Grid View Transform that automatically hides all empty rows in a scorecard.
Here are the steps:
1. Create an empty windows class library project in Visual Studio and add the Microsoft.PerformancePoint.Scorecard.Client.dll to its references.
2. Create a class that implements the Microsoft.PerformancePoint.Scorecards.Extensions. IGridViewTransform.
3. Implement the GetID, TransformType and Execute method.
The GetId method simply returns a string ID for the Transform. This can be anything you want it to be and it is the key for your transform.
The GetTransformType method returns the type of transform. You have 3 major types of transforms. A PreQuery transform is executed before the cell data is populated with values. In contrast a PostQuery transform is executed after the cell data is populated and the PreRender transforms are executed after the PostQuery transforms and before the GenerateView method finishes its execution. Since we need to know the value of the cells to do the filtering, we will be using the GridViewTransformType.PreRender transform.
The execute method is where we put the logic of the transform. Before I can explain how it's implemented, we need to discuss the structure of the GridViewData.
In a scorecard GridViewData, columns and rows are represented with different trees. The type of the nodes of these trees are type GridHeaderItem.
GridViewData has a reference to the root of the Column headers tree called RootColumnHeader and a reference to the Row Headers tree called RootRowHeader. A cell in a scorecard is represented with the intersection of a leaf of the rows tree and a leaf of a column tree.
GridCell cell = viewData.Cells[header, col];
To implement the Execute method we need to find the Actual Column. Which is a leaf of the column tree with the HeaderType of ScorecardNodeTypes.KpiActual and iterate through all the rows and check for empty display value of the intersecting cells(between the Actual column and the current row). Once we find a match we set the isHiddenPath property of the row to true.
Here is the code
4. Compile your project. Make your generated assembly is strongly named as it need to be placed in the GAC.
5. Placed the compiled assembly in the GAC.
6. Add the line below to the <CustomViewTransform> section of the %Program Files%\Microsoft Office PerformancePoint Server\3.0\Monitoring\PPSMonitoring_1\WebService\Web.config
<add key="HideEmptyRowsTransform" value=" MyCompany.GridViewTransforms. HideEmptyRowsTransform, [NameOfMyAssembly] , Version=1.0.0.0, Culture=neutral, PublicKeyToken=[ MyAssemblyPublicKeyToken]"/>
Replace the [NameOfMyAssembly] to the name of your assembly
Replace the [MyAssemblyPublicKeyToken] with the public key token of your assembly.
7. Add the above line to your web.config file for the preview site. %Program Files%\Microsoft Office PerformancePoint Server\3.0\Monitoring\PPSMonitoring_1\Preview\Web.config
8. Add the above line to your web.config files for each MOSS/WSS box that has the PerformancePoint web part installed. \inetpub\wwwroot\wss\VirtualDirectories\80\web.config
9. Restart IIS on your servers
To test this transform, Open the designer and load a scorecard that has rows with empty actual. Click on the update button and notice the empty row is marked with red.
External links
http://msdn2.microsoft.com/en-us/library/microsoft.performancepoint.scorecards.extensions.igridviewtransform.aspx
By: Amin Pirzadeh, Catalin Sipos and Stephen Van de Walker Handy
Currently, in v1 of the Monitoring server you cannot apply complex filters, the only filter capabilities in the analytic charts/grids is non empty filtering. You can apply complex filtering by writing custom MDX for an analytic chart/grid, but when you do that you lose the navigation on the view. I have been asked many times if there is some way to filter without losing the navigation. I have come up with a workaround for this - it is not ideal and may not work in every instance though - so proceed with caution! If it works for you great, if not, you will have to wait until v2 when we will be implementing better filtering capabilities in the analytic grids/charts.
The workaround that I have established is to create your analytic grid/chart with the dimension you want to apply the filter to added to the series for a chart or the rows for a grid. Select the "All" member and then apply a sort to the chart/grid. The sort will do nothing with only one member selected but when you have multiple members, it will be in place and ready to go. Then, select the measures or metrics as columns/bottom axis in your view. Add any other hierarchies you want to filter by in the background axis, I added time and geography in my view below.
Now, add the view to a dashboard page and create a filter on the hierarchy that you want to filter on. For my filter I added a Product filter and selected the "All" member as well as one level down in the hierarchy. Add the filter to your dashboard page and then link the filter to the analytic grid by Member UniqueName. Click the Filter Link Formula. button and enter your filter expression in the dialog there:
For my expression, I used a topcount expression and selected members at the Product level in my hierarchy that were descendants of the member selected in my filter. This becomes the set that will pass to my view and be shown in place of the "All" member I used in the initial view.
TopCount ((descendants(<<UniqueName>>, [Product].[Product].[Product])), 20, [Measures].[Sales Amt])
Publish your dashboard, note the results below. Because of the sort that was applied in the view, the view will always be sorted as well. Finally, note that in the last screenshot, you still have full navigation on the view.
Alyson Powell Erwin (alysonp@microsoft.com)
Have you ever wanted to use the ProClarity Report View in a PPS Dashboard and allow the view to be launched full-screen in ProClarity Web Professional (rich-client)? Or have you wanted the ability to cross-drill in a ProClarity Decomposition Tree when opened full-screen?
I found a great PerformancePoint & ProClarity tip recently , that addresses these needs. This tip came from one of our technical specialists out in the field, Howard Morgenstern, with assistance from one of our developers, Tim Morgan. Howard writes a blog called Howard@MSFT Selling BI. This tip will help you embed ProClarity Analytic Server (PAS) views in a PPS Dashboard using UI configuration parameters. Check out the article here.
The neat part about this workaround is that it gives you access to the entire PAS frameset, which in turn gives you access to additional ProClarity UI, like the ProClarity toolbar.
To make full use of this tip, it is useful to have some knowledge of PAS UI configuration parameters. This information is available in the PAS Administrators Guide, pages 90-94. Some of the more useful UI configuration parameters are shown below:
| UI Configuration Parameter | URL Parameter Equivalent | Description |
| tb | tabsVisible=False | Hides the ProClarity logo, UI tabs and left pane. Great for Dashboard use. |
| dt | dimToolvisible=false | Hides the Data Layout tab, preventing the user from changing hierarchies or member selections on rows, columns or background. |
| ht | contentNavigation=false | Removes the PAS library breadcrumb trail, contents tab and previous/next page icons. |
| fs | fullScreen=true | Adds a button to the PAS toolbar that opens the view in a new window. Can be used to open the view in ProClarity Web Professional. |
The following screenshots illustrate the use of the ProClarity toolbar in a PPS Dashboard view. First, here is a Decomposition Tree with the default ProClarity Report options.
Figure 1: Decomposition Tree with default ProClarity Report options
The following screenshot shows the use of UI Configuration parameters to display the ProClarity toolbar, with an icon for launching the Decomposition Tree in ProClarity Web Professional.
Figure 2: Decomposition Tree with tb;ht;fs options
Figure 3: ProClarity Toolbar, Icon to Launch Web Professional
I have found this workaround to be very useful. Thanks, Howard! It's great to get tips like this from the field. Any questions? Do you have a great tip/trick to share with the broader PerformancePoint community? Please comment on this blog, or shoot me an email.
Rex Parker, Program Manager, PerformancePoint Server
Email: rexpark@microsoft.com
Lastly, some Q&A:
FAQs
Q) I've been using the Web Page Report to show ProClarity views in a PPS Dashboard. This allows me to pass URL parameters, and gives me full control over the ProClarity UI. Why would I want to use the "server name" workaround?
A) The Web Page Report does not accept PPS dashboard filter values. The "server name" workaround allows you to configure the ProClarity UI and still accept PPS dashboard filter values.
Q) What is the purpose of the Configuration Options text box for the ProClarity Report View? Can I use this instead of the "server name" workaround?
A) This box allows the user to enter in UI Configuration parameters without using the "server name" workaround. However, the ProClarity Report View only renders a portion of the ProClarity frameset, and does not give the user access to additional portions of the ProClarity UI, such as the ProClarity toolbar. This is an issue that the workaround solves. Also, this workaround eliminates the need to manually copy-and-paste very long PAS URLs.
Q) I used this workaround with the "fs" parameter to give users the ability to open ProClarity views in ProClarity Web Professional (rich client) but I don't see the button in the ProClarity toolbar. What gives?
A) Two things to check: First, make sure that the users have been given access to Web Professional. This is done in the PAS Administration Tool. Second, make sure that the users have downloaded Web Professional. Once these conditions are met, the users should see the "globe" icon in the ProClarity toolbar, which is the icon for opening the view in Web Professional.
