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Defining a Global KPI Request

Complete the steps in the following procedure to define a Global KPI.

To define a Global KPI Request

  1. Navigate to the Administration - Key Performance Indicators screen and select KPI Analytics Request Administration from the link bar.

    You can also log in to Analytics Web as a user with the KPI Administrator responsibility, and click the Marketing link.

  2. Create a new folder for the KPI.
    1. In the List Formats tab list, scroll down to locate the folders listed under Shared Data Load Format.
    2. Navigate to ERM/KPI.

      If a folder exists that you want to use to save the KPI request, then proceed to Step 3. If not, continue.

      NOTE:  You may want to save Global KPIs in a different folder than Employee Specific KPIs for organizational purposes.

    3. Click the Manage Catalog button.
    4. Navigate to the folder location (ERM/KPIs).
    5. Click the Create New Folder link.
    6. Name the folder, click Create Folder, and then close the window.
  3. In the Select a List Area list, click the link for the KPI that you want to calculate.
  4. From the Columns list, choose any dimension column.
  5. From the subject area navigation, choose the fact column that represents the KPI you want to calculate.
  6. Apply the necessary filters so that the result of the request is a two-column by one-row table.

    To see a preview of the results, continue through to Step 11.

  7. In the first column click the Edit Formula button, and perform the following steps:
    1. Select the Custom Heading check box, and complete the following fields:
      • Table Heading (Integration Component Name) = ERM KPI Definition Admin
      • Column Heading (KPI_ID) = Id
      • Column Formula '@{KPIId}{0}' (Be sure to include the single quotes.)
      • Aggregation Rule = Default
    2. Click OK.
  8. In the second column (the KPI column) click the Format button, and perform the following tasks:
    1. In the Column Properties Column Format tab, select the Custom Headings check box, and complete the following fields:
      • Table Heading (Integration Component Name) = ERM KPI Definition Admin
      • Column Heading (KPI Value) = Value
    2. Click the Value Format Tab, and set the following values:
      • Select the Override Default Data Format check box.
      • In the Treat Number As field, choose Number.
      • Negative format = Minus: -123
      • Digits = 0 decimal places
      • Do not select the Use 1,000 separator check box.
    3. Click OK.
  9. From the List Formats screen, click the Options tab, and in the Attributes form, set the following field value:

    Set Purpose = Analytics Data Load

  10. Click the Header and Footer tab, and in the Header window, enter the following:

    # ERM KPI Definition Admin EAI

    # <do not click return>

    NOTE:  End of file is to the right of the space after the second #.

  11. Click the Preview tab, and perform the following tasks:
    1. Set the Destination Folder path to a shared read-write folder.

      For example, set the destination folder path to <MarketingFileSystem>c:\sea78\fs\.

    2. Click Generate Preview.
    3. Set Preview Size = 4.
    4. Click OK.
  12. Verify that text similar to the following text is generated:

    # ERM KPI Definition Admin EAI

    # ERM KPI Definition Admin.Id,ERM KPI Definition Admin.Value 0,68

    1. If the result is not 0,<#> (two columns, one row), then return to Step 6 and apply filters so that the result is a one row and two column result.
    2. Click the Save Icon in the upper right corner of the screen, and save the KPI as <KPI Name> in the KPI folder that you created in Step 2.
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