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Creating an Employee-Specific KPI Request

Complete the steps in the following procedure to create an employee-specific KPI request.

To create an employee-specific 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 by completing the following tasks:
   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. From the Columns list, choose any dimension column.
4. In the Select a List Area list, click the link for the KPI that you want to calculate.
5. Choose the employee_ID column from the employee dimension.

   NOTE:  In some subject areas employee_ID column may not be available. Use the person ID column or other ID column to identify the employee's ID.

6. From the subject area navigation, choose the fact column that represents the KPI you want to calculate.
7. Apply the necessary filters so that the result of the request is a three-column by multiple-row table.

   To see a preview of the results, continue through to Step 13.

8. In the first column (any dimension 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 Employee Values Admin
      • Column Heading KPI_ID = KPI Id
      • Column Formula: '@{KPIId}{0}' (Be sure to include the single quotes.)
      • Aggregation Rule = Default
   2. Click OK.
9. In the second column (the employee Id 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 Employee Values Admin
      • Column Heading (Employee ID Value) = Emp Id
   2. Click OK.
10. In the third 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 Employee Values 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.
11. From the List Formats screen, click the Options tab, and in the Attributes form set the following field value:

    Set Purpose = Analytics Data Load

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

    # ERM KPI Employee Values Admin EAI

    # <do not click return>

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

13. Click the Preview tab.
    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 to 4, and then click OK.
    4. Verify text similar to the following is generated:

    # ERM KPI Employee Values Admin EAI

    # ERM KPI Employee Values Admin.KPI Id,ERM KPI Employee Values Admin.Emp Id,ERM KPI Employee Values Admin.Value

    0,1-11Z2,22.80

    0,1-5YQ1,28.50

    0,1-H1NP,17.10

    0,1-T7P5,17.10

    If the result is not 0,<Emp_Id>,<#> then go back and apply filters so that the result is a multi-row and 3-column result.

14. Click Save, and save the KPI as <KPI Name> in the KPI folder that you created.