Working With KPIs PDF
Working With KPIs PDF
Working With KPIs PDF
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete OBIEE11g Beginners Series build on Sample OBIEE reports and Dashboard. Download our collection of Beginners Series for Oracle BI, Informatica, Data Stage product suite. There are 100s of case studies are available in our blog/site for free access for learners. Te below document focuses on implementing KPI and KPIs WatchList. Join our professional training program to learn from the experts.
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Table of Contents.
i)
1 2 2 12 14 16 20 21
Specify the General Properties Specify the Dimensionality Specify the KPI Status Add Related Documents for supporting details Adding Custom Attributes Creating KPI WatchList
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What is KPI.
A KPI is a measurement of a particular business process which is compared against specific goals and objectives of an organization. KPIs are typically tracked over time as a way to monitor performance and drive business decisions to help improve upon that performance. KPIs typically have both a goal and a status that reflects performance relative to the goal. In addition, KPIs normally are dimensionalized meaning they can be analyzed by any number of defined dimension attributes associated with the KPI. One of the important new features is Performance Management objects in the new version of OBIEE 11g. These kind of features were not implemented in the previous version There are 4 parts for creating the KPI: 1- General 2- Dimensionality 3-Thresholds 4- Related Documents KPI in OBIEE 11g can be used an analysis dashboard to allow a user to view KPI performance and drill into the details to understand why a KPI value may be off target. KPIs can also be used to automatically trigger alerts to specific users using OBIEEs agent mechanism when KPI target values reach critical status levels.
Below are the steps one can follow to build the KPIs
Step#1 Specify the General Properties
To create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Headcount as Subject Area.
After selecting subject area creating KPI General Properties window will display. Here we write in DescriptionThis KPI tracks the Average revenue per FTE , Click Value Formula. Edit Actual
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After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula.
After Click
Edit Actual Value Formula. Edit Formula window will display. Here we write
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formula in Column Formula. ClickOk. We see the Column Formula in Target Value. Click Data Format.
In order to show the output of the above formula, Ive prepared here another answer request so that one can easily identify the output of above expression. To check the output please follow the below steps. Open another browser window and create a new Answer request. GO to Analytics and ClickNew and SelectSample Headcount as Subject Area. Below are the additional optional steps to showcase the output of the Actual and Target Value in separate answer request.
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Select columns
Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingYear
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ClickOk. Here we ClickResult and see Result. This is the output with no formula associated
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Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingActual Value and Folder HeadingAvg Revenue per FTE.
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Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingTargetl Value and Folder HeadingAvg Revenue per FTE. Here we ClickFunction and SelectAgo Function.
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So as you can see the Step#1b Now set the properties: After Click Data Format. Data Format window will display. Here Treat Numbers AsCurrency, Currency SymbolUser's Preferred Currency, Negative FormatParentheses(123) , Decimal Places0, CheckUse 1000's Separator.
ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compare to prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list.
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After set all properties of General Properties. Step#2 Specify the Dimensionality ClickDimensionality or ClickNext.
After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.
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ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectOffices Hierarchy.
ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.
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After ClickStates or ClickNext. States Dimensionality window will display .Here Uncheck define as % of target value, Click Thresholds.
After Click
Thresholds. Edit Formula window will display. Here we write column formula.
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Thresholds.
After Click
Thresholds. Edit Formula window will display. Here we write column formula.
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As you can see in the above formulas in between Ok and Warning and Warning and Critical, these are not constant values. It is depends on above formula. Avg Revenue by FTE should be in between 0 to 30%. ClickOk. Step#4 : Add Related Documents for supporting details Here we see column formulas then ClickRelated Documents or ClickNext .
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After ClickRelated Documents. Related Documents window will display. Here we ClickAdd.
After ClickAdd. Add related document window will display. Here we show NameStock Option performence , TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl
After ClickAdd. Add related document window will display. Here we show NameWall Street Journal , TypeLink, Linkhttp://www. WallStreetJournal.com
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ClickOk. Similarly, Again ClickAdd in Related Document window. Add related document window will display. Here we show NameHR Website , TypeLink, Linkhttp://www.Oracle.com/PeopleSoft .
Add related document window will display. Here we show NameSales Analysis Website , TypeCatalog , ClickBrowse.
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ClickOk. In Add related document window, Catalog/shared/1.Quick demos/_portal/1.1 Simple Demo Dashboard/Brand Analysis.
ClickOk. After ClickOk,Here we see the related documents. Step#5: Adding Custom Attributes
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After ClickCustom Attributes , Custom Attributes window will display. Here we Click As.
Save
After Click
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ClickOk. Step#6 Creating KPI WatchList To create KPI Watchlist login into Analytics .ClickNew and select KPI Watchlist.
New Kpi Watchlist window will display. Drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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Add KPI window will display . Here in Time.Time Hierarchy select 2008.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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Add KPI window will display . Here in Time.Time Hierarchy select 2009.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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Add KPI window will display . Here in Time.Time Hierarchy select 2010.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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The same KPI has been places with different Prompt values Year(2008,2009,2010).
Add KPI window will display . Here in Offices. Offices Hierarchy select Genmind Corp.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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Add KPI window will display . Here in Offices.Offices Hierarchy select Stockplus Inc.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
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Add KPI window will display . Here in Offices.Offices Hierarchy select Tescare Ltd.
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Same KPI has been placed three times with different prompt values. Offices Hierarchy as i) Genmind Corp ii) Stockplus Inc iii) Tescare Ltd
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