Defining Calculations and Calculating Metrics

This topic provides an overview of Manufacturing Scorecard calculations and discusses how to:

Define data elements and calculations.
Calculate metrics.
Review metrics.

Pages Used to Define Calculations and Calculate Manufacturing Scorecard Metrics

Page Name	Definition Name	Navigation	Usage
Define Calculations	MFG_KPIVAL_DFN	select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Define Calculations	Identify data element IDs that are used to calculate Manufacturing Scorecard KPIs, and associate an existing SQL object to perform the calculation.
Calculate Metrics	RUN_MFG_KPI_JOB	select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Calculate Metrics	Enter any manual KPI value overrides and schedule the Calculate MFG Metrics (MFG_KPI_CALC) Application Engine process. This process calculates period-based metric values. The process performs calculations according to the metric definitions that are specified on the Define Calculations page.
Review Metrics	MFG_KPIVAL_RVW	select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Review Metrics	Review and confirm the calculated results for a specific fiscal period and year.

Understanding Manufacturing Scorecard Calculations

The Manufacturing Scorecard, provides you with the ability to manage the metrics that formulate the KPIs. Here you can define the root data element values and the associated SQL, financial data, or manual input used to extract the metrics from PeopleSoft EPM. Doing so allows you to easily configure the metric derivations without having to navigate through all of the PeopleSoft EPM and KPI configuration pages.

You can use the Define Calculations component to define the data element IDs that are used to calculated the scorecard metrics. The configuration settings are stored in the MFG_KPIVAL_DFN table. They are keyed by data element ID and are global to PeopleSoft EPM (that is, they are not keyed by SetID or business unit).

You then request the system to calculate the metrics for a specific business unit and fiscal period. The system reads the data element definitions from the MFG_KPIVAL_DFN table and allows you to override any manual KPI values. You schedule the Calculate Manufacturing KPI Metrics (MFG_KPI_CALC) application engine. This engine reads the data element definitions and carries out the specific logic to resolve metric calculations. The engine carries out the logic for each data element defined for the Manufacturing Scorecard and writes the results along with any manual KPI entries to the MFG metric F00 table (MFG_KPIVAL_F00). The results are keyed by business unit and transaction date such that the PF KPI Generator process can select data values using the standard Enterprise Scorecard assessment logic.

You can review the results for any fiscal period from the MFG_KPIVAL_F00 table.

The PF KPI Generator process refers to the MFG_KPIVAL_F00 table to resolve the final KPI calculations and post to the scorecard.

The following graphic illustrates the calculation process flow, from defining data elements through posting to KPI history tables and scorecards:

Image: KPI calculation process flow

KPI calculation process flow

Define Calculations Page

Use the Define Calculations page (MFG_KPIVAL_DFN) to identify data element IDs that are used to calculate Manufacturing Scorecard KPIs, and associate an existing SQL object to perform the calculation.

Navigation

select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Define Calculations

Image: Define Calculations page

This example illustrates the fields and controls on the Define Calculations page. You can find definitions for the fields and controls later on this page.

You can use this page to maintain calculations values as well as to add metrics.

Data Element Tab

Data Element ID

Lists the data element ID from the KP_DATAELEM_DEFN table.

Metric Type

Indicates the metric type of Manual, Financial, or resolved using SQL. Financial designates the calculation of financial general ledger-based metrics. For this metric type, you use trees to specify the specific account for the calculations on the Metric Details tab.

SQL Object ID

For metric types of SQL (prompted) and Financial (display only - MFG_FIN001 is always used), displays the SQL object ID that is used to perform database selection and calculation.

Default Value

For a metric type of Manual, use to enter a default metric value.

Note: The default value can be overridden at calculation time.

Metric Details Tab

SetID and Tree

For a metric type of Financial, specify the SetID and tree that contains the account group structure.

Node

For a metric type of Financial, specify the tree node that contains the account values.

Note: Each account value and/or range of account values contained in the selected node (and any child nodes) will be used at calculation time in order to determine the correct general ledger F00 table data to extract and use in the metric.

Click the Select Tree Node button to access the Tree Viewer page, on which you can select the specific account that you want to use by expanding the folders of the tree, highlighting the account, and clicking the Select button. The account appears in the Node field on the Define Calculations page.

Calculating Metrics Page

Use the Calculate Metrics page (RUN_MFG_KPI_JOB) to enter any manual KPI value overrides and schedule the Calculate MFG Metrics (MFG_KPI_CALC) Application Engine process.

This process calculates period-based metric values. The process performs calculations according to the metric definitions that are specified on the Define Calculations page.

Navigation

select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Calculate Metrics

Image: Calculate Metrics page

This example illustrates the fields and controls on the Calculate Metrics page. You can find definitions for the fields and controls later on this page.

Description and Business Unit

Enter a description and select the performance business unit to which the KPI results resolves.

Fiscal Year and Accounting Period

Specify the fiscal year and period for the metric calculation.

Review/Change Manual Values

Use the Review/Change Manual Values group box to review the current values for the manual KPIs. These are initially set on the Define Calculations page. You can override any value before calculating by setting the value type to Override and entering a new value in the Value field.

You can also specify No Value for a metric. Doing so cancels the assessment of any KPI that is based on that metric.

After you have completed any manual value override setup, click the Run button to schedule the MFG_KPI_CALC application engine process. This process reads the data element definitions and carries out the SQL to resolve metric calculations. The engine writes the results to the MFG_KPIVAL_F00 table, where they are picked up by the BC_Analyze process.

Reviewing Metrics Page

Use the Review Metrics page (MFG_KPIVAL_RVW) to review and confirm the calculated results for a specific fiscal period and year.

Navigation

select Scorecards, then select Industry-Specific Processing, then select Mfg Scorecard Calculations, then select Review Metrics

Image: Review Metrics page

This example illustrates the fields and controls on the Review Metrics page. You can find definitions for the fields and controls later on this page.

Specify the fiscal year and accounting period for which you want to review the results.

Calendar ID

Displays the ID of the calendar associated with the selected business unit.

Date From and Date To

Displays the date range of the fiscal period (based on the calendar ID used).

Calculation Date

Displays the date and time that the calculation was performed.

Data element ID and Description

Displays the ID and description of the data elements that were included in the calculation.

Value

Displays the value of the metric. For manual KPIs this is the manual value entered. For calculated KPIs, this is the calculated value.

Value Type

Displays the value type. Possible types are: Default (default manual value), No Value (no value was entered for a manual metric), Error (an error occurred during calculation), and Calculated.

Metric Type

Displays the metric type. Possible types are: Manual (manual KPIs), Financial (KPIs that are derived from financial general ledger data), and SQL (SQL derived KPIs).

Note: This is a display-only page. To make corrections, rerun the Calculate KPI application engine for the fiscal year and period.