Siebel Performance Management Guide > Setting Up and Administering Performance Scorecard > Creating a KPI Request in Siebel Analytics >
Defining a Global KPI Request
Complete the steps in the following procedure to define a Global KPI. To define a Global KPI Request
- 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.
- Create a new folder for the KPI.
- In the List Formats tab list, scroll down to locate the folders listed under Shared Data Load Format.
- 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.
- Click the Manage Catalog button.
- Navigate to the folder location (ERM/KPIs).
- Click the Create New Folder link.
- Name the folder, click Create Folder, and then close the window.
- In the Select a List Area list, click the link for the KPI that you want to calculate.
- From the Columns list, choose any dimension column.
- From the subject area navigation, choose the fact column that represents the KPI you want to calculate.
- 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.
- In the first column click the Edit Formula button, and perform the following steps:
- 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
- Click OK.
- In the second column (the KPI column) click the Format button, and perform the following tasks:
- 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
- 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.
- Click OK.
- From the List Formats screen, click the Options tab, and in the Attributes form, set the following field value:
Set Purpose = Analytics Data Load
- 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 #.
- Click the Preview tab, and perform the following tasks:
- Set the Destination Folder path to a shared read-write folder.
For example, set the destination folder path to <MarketingFileSystem>c:\sea78\fs\.
- Click Generate Preview.
- Set Preview Size = 4.
- Click OK.
- 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
- 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.
- 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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