Creating Performance Indicators

Performance indicators provide an instant visual symbol of the current status of a measure. You can use the default indicators, or import another image.

To determine measure status, you define ranges that evaluate measure results to determine which performance indicator is displayed. To use the same range sets to create other measures, create a named range. See Creating Named Ranges . To use range sets with only one measure, create a custom range. See Creating Custom Ranges.

Tip:

If you print reports in black and white, create performance indicators that use shape, instead of color, as their distinguishing feature.

A customize option is also available to select a background color for score cells on these reports:

The background color is selected from the Customization for the reports, and displays the selected color in the report cell for instant impact.

  To create performance indicators:

  1. From the Object View, select Performance Indicator List.

    The Performance Indicator List is displayed.

  2. Click Add.

    The Performance Indicator Setup page is displayed.

  3. Under Name, enter a name for the new performance indicator.

  4. Optional: Beside Color, click the color box.

    The Color dialog box is displayed. Select the color you want to display as the background in cells and charts for this performance indicator, then click OK. You can select a color sample from the palette, or set the color using HSL or RGB values. This setting does not affect the color of the actual performance indicator.

  5. Under Description, summarize the level of performance represented by this indicator.

    The Subrange Setup box is displayed. X represents the result that the measure collects.

  6. Beside Upload file, click Browse to navigate to the image file you want to use for the performance indicator, then click Upload File. The selected graphic is displayed beside the Performance Indicator field.

  7. Under Default Range, click Add.

  8. Define the range by entering numeric values in the boxes and selecting comparison functions from the lists.

    For example, to display the indicator when a measure collects a result between 60 and 85, enter 60 in the first box and 85 in the second box.

    To define formulas for each range boundary, see Creating Complex Formulas.

  9. In Order, specify the order in which to display the performance indicator on the Performance Indicator list and report.

  10. Click Save.