Establishing KPIs

To establish KPIs use the KPI Definition (KP_KPI_DFN), KPI Calculation Rule (KP_CALC_RULE), Dimension Members (KP_KPI_OBJ_EFF), and Target Rule (KP_OBJ_TRGT_RLE) components.

This topic provides an overview of the KPI Definition component and discusses how to:

Define KPIs.
Specify additional KPI information.
Define KPI calculation and assessment frequencies.
Define optional KPI attributes.
Specify calculation rules.
Set up KPI dimension members.
Define target rules.
Identify cause and effect relationships.
Create composite KPIs.
Establish KPI families.
Create a KPI from an existing KPI.

Pages Used to Establish KPIs

Page Name	Definition Name	Navigation	Usage
KPI Definition	KP_KPI_DFN	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select KPI Definition	Define a KPI and specify how to determine its value and the dimension upon which it is based.
KPI Copy	KP_KPI_COPY	From the KPI Definition page, click the Copy From link.	Copies the fields from another KPI into the current KPI.
KPI Definition - Additional KPI Information	KP_KPI_DFN1	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Add'l KPI Info	Define a KPI's owner and specify display and formatting options, various strategic information, aggregation options, and options related to how it is used.
KPI Definition - Frequency	KP_KPI_DFN6	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Frequency	Define KPI calculation and assessment frequency.
KPI Definition - Attachments	KP_KPI_DFN2	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Attachments	Associate file attachments with a KPI.
KPI Definition - Analysis Paths	KP_KPI_DFN3	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Analysis Paths	Associate KPI trees with a KPI. These trees depict the hierarchical relationships among KPIs.
KPI Definition - Attributes	KP_KPI_DFN5	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Attributes	Associate user-defined fields with a KPI.
KPI Definition - Notes	KP_KPI_DFN4	select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Notes	Enter detailed notes about a KPI.
KPI Calculation Rule	KP_CALC_RULE	select Key Performance Indicators, then select Administration, then select Building Blocks, then select Calculation Rules From the KPI Definition page, click the Calculation link in the Associated Objects group box.	Define how to compute the value for a calculated KPI by associating a calculation ID with a KPI. Also associates models with KPIs. This page is not available for composite KPIs or manual KPIs, because calculation rules do not apply to them.
Dimension Members	KP_KPI_OBJ_EFF	select Key Performance Indicators, then select Administration, then select Building Blocks, then select Dimension Members From the KPI Definition page, click the Dimension Members link in the Associated Objects group box.	Define the subset of dimension members that make up a KPI. For example, if the KPI dimension is business unit, you indicate which specific business units should be calculated and assessed. You can indicate which dimension members to include either by using a constraint-based rule or by specifying each member.
Get Dimension Members	KP_KPI_OBJ_GET	On the Dimension Members page, select the Constraints tab, and then click Preview.	Enter criteria to retrieve the KPI dimension members.
Preview Object IDs	KP_KPI_OBJ_PREVIEW	On the Get Dimension Members page, click Run Query.	Review the subset of KPI dimension members that are defined by the Dimension Members page for a specified business unit, scenario, fiscal year, and period.
Target Rules	KP_TRGT_RULE	select Key Performance Indicators, then select Administration, then select Building Blocks, then select Target Rule From the KPI Definition page, click the Targets and Assessment Rules link in the Associated Objects group box.	Establish the target rules by which KPI dimension members are scored.
Copy to Dimension Members	KP_COPY_TRGT_RLE	From the Target Rules page, click Copy to Dimension Members.	Copy target rules to all of the dimension members for a KPI. This page is available only when you select dimension members individually; it is not available when dimension members are defined by a rule.
Cause and Effect	KP_CAUSE_EFFECT	select Key Performance Indicators, then select Administration, then select Building Blocks, then select Cause and Effect From the KPI Definition page, click the Cause and Effect link in the Associated Objects group box.	Establish causal relationships among KPIs.
Composite KPI	KP_CMPSTE_EFF	select Key Performance Indicators, then select Administration, then select Building Blocks, then select Composite KPIs From the KPI Definition page, click the Composite link in the Associated Objects group box.	Define composite KPIs.
KPI Family	KP_KPI_FAMILY	select Key Performance Indicators, then select KPI Definition, then select KPI Families On the KPI Definition page, expand the KPI Family group box and click either Create a New Family or Add KPIs to Existing Family.	Establish families in which to group related KPIs.

Understanding the KPI Definition Component

Use the KPI Definition component to define all aspects of a KPI, including:

How the KPI's values are determined.
The individual dimension members that it evaluates.
The target values and associated assessments.

The KPI Definition component contains links to all of the pages that are used to define objects that are associated with a KPI. This enables you to quickly navigate to all of the pages required to set up a KPI.

KPI Definition Page

Use the KPI Definition page (KP_KPI_DFN) to define a KPI and specify how to determine its value and the dimension upon which it is based.

Navigation

select Key Performance Indicators, then select KPI Definition, then select KPIs, then select KPI Definition

Image: KPI Definition page

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

Copy From

Click to access the KPI Copy page, on which you can specify a KPI to copy into the KPI that you are currently defining. The system copies the KPI definition fields from that KPI into this page. This option is available only in Add mode prior to saving the KPI definition.

KPI Definition

KPI Type

Select the method by which the system determines the value for the KPI. Options are:

Calculated: Computes the value using a defined calculation. If you select this option, you must also specify the calculation ID by using the KPI Calculation Rule page.

Composite: Uses the results from multiple KPIs to determine the value for this KPI.

Derived: Determines the value by using the KPI results from a previous processing run for either a different KPI, or for the same KPI, but using a different time period, scenario, or business unit. If you select this option, you must also specify the source KPI and the derivative options by using the KPI Calculation Rule page.

Manual: Uses manually entered values for this KPI. Typically, you select this options when the information that the KPI measures is not available in the PeopleSoft EPM database. The actual KPI values are entered by using one of the Manual KPI pages. Target rules are still used for manual KPIs, and the KPI is assessed during processing if target rules exist.

Note: Any KPI that is a source for a derived KPI must be previously calculated.

Measure Type

Select the type of value that this KPI represents. Your selection controls how the system displays the value. Options are:

Number: Use for general values.

Currency: Use for monetary values. The system formats these values using the appropriate currency code and number of decimals.

Percentage: Use for values that represent a percentage. The system formats these values with a percentage sign after the amount.

Dimension Breakout

Warehouse Name

Select the warehouse that is the source of data for this KPI. Values are:

Operational Warehouse

Multi-Dimensional Warehouse

Dimension

Specify the dimension by which to resolve this KPI. On subsequent pages, the system limits field selections to members from only this dimension.

Note: You should not change the dimension for an established KPI; if you do, you must redefine the calculation rule, the dimension members, and the target rules because they are no longer valid.

Dimensions are defined in PeopleSoft EPM.

See Defining and Maintaining Dimensions.

Dimension Tree

Optionally, specify the tree that defines the hierarchical relationship of the dimension used for the KPI. This enables you to view the KPI results distributed and aggregated according to the hierarchy by using the KPI Hierarchy page. This field is unavailable for entry if the KPI Type field is set to composite. You can't specify a dimension tree for composite KPIs.

Assess Parent By

If you use a dimension tree, select the method by which the system assesses parent nodes. Options are:

Best Case: Uses the best score attained by any node in the level directly beneath it.

Worst Case: Uses the worst score attained by any node in the level directly beneath it.

Most Often: Uses the most frequently occurring score attained by the node in the level directly beneath it.

Tie Breaker

If you use a dimension tree, specify how to determine the assessment for parent nodes if the assessments for subordinate nodes results in a tie (no single assessment is received more often than any others– for example, equal numbers of multiple assessments, such as two greens and two reds). This field is available for entry only when the Assess Using field is set to Most Often. Options are:

Best Case: Select to use the best assessment result.

Worst Case: Select to use the worst assessment result.

Associated Objects

Use the links within this group box to access the pages used to define or revise the various associated objects for a KPI. The available links depend on the KPI type. For most of these links, the link text is a combination of a description of the object that is defined by the page that you access, and either a description of the currently defined object or the text "None Defined" if that object has not yet been associated with the KPI.

Calculation: None Defined or Calculation: <description>

Click to access the KPI Calculation Rule page, where you can establish, review, or modify the KPI's calculation rule, which associates a calculation expression with the KPI. This link is available only for calculated or derived KPIs; it does not appear for manual or composite KPIs. Because calculation rules are defined by model, the system prompts you for the model ID if you are either adding a calculation rule or updating the rule when more than one model exists. Otherwise, it transfers directly to the KPI Calculation Rule page.

Expression: or Expression: <description>

Click to access the Calculation page, where you can establish, review, or modify the expression used to calculate the KPI. This link is available only for calculated KPIs. It does not appear until a calculation rule is associated with the KPI.

Composite: None Defined or Composite: Based on <number> KPIs

Click to access the Composite KPI page, where you can establish which KPIs comprise the composite KPI, or review and modify the existing definition. This link is available only for composite KPIs. It does not appear for calculated, manual, or derived KPIs.

Derived

Click to access the KPI Calculation rule page, where you can establish how to derive the value for this KPI, or review and modify the existing definition. This link is available only for derived KPIs. It does not appear for manual, composite, or calculated KPIs.

Manual

Click to access the Manual KPI Values page, where you can enter or update the values for the KPI. This link is available only for manual KPIs.

Dimension Members: Not Defined, Dimension Members: Constraint Based, or Dimension Members: Individually Selected.

Click to access the Dimension Members page, where you can establish which dimension members to include in this KPI, or review and modify the existing definition.

Targets and Assessment Rules: None Defined or Targets and Assessment Rules

Click to access the Target Rules page, where you can add or update target values for the KPI dimension members. This link is not active until dimension members are defined. Because target rules are defined by dimension member and model, you must complete a search page to specify the model and dimension member before you can access the Target Rules page .

Cause and Effect: None Defined or Cause and Effect

Click to access the Cause and Effect page, where you can identify cause and effect relationships for the KPI.

KPI Families

Expand this group box to view the families to which this KPI belongs.

Add KPIs to Existing Family

Click to access the KPI Family page in Update/Display mode, where you can add KPIs to an existing family.

Create a New KPI Family

Click to access the KPI Family page in Add mode, where you can define a new KPI family.

KPI Definition - Additional KPI Information Page

Use the KPI Definition - Additional KPI Information page (KP_KPI_DFN1) to define a KPI's owner and specify display and formatting options, various strategic information, aggregation options, and options related to how it is used.

Navigation

select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Add'l KPI Info

Image: KPI Definition - Add'l KPI Info page

This example illustrates the fields and controls on the KPI Definition - Add'l KPI Info page. You can find definitions for the fields and controls later on this page.

Display and Formatting

Display Decimals

Select to enable the system to display decimals for KPI values. This determines whether decimals appear when viewing KPI results on the various scorecard and KPI view pages.

Decimal Precision

Enter the number of decimal places to use. The system truncates the value to the number of decimals specified.

This field applies only to KPIs with a measure type of Number or Percentage. The decimal precision for currency measure types is determined by the currency code definition in PeopleSoft EPM.

Warning! This field determines the stored value for a KPI. For example, if the KPI calculates to 23.456 and you set display decimals to 1, the system stores 23.5 as the resolved value, not 23.456. The system rounds the value before truncating it.

Unit of Measure

Select the unit of measurement that this KPI's value represents.

This applies only to KPIs with a measure type of Number. Units of measure are established in PeopleSoft EPM.

Prior Periods to Display

Select how many historical periods of assessment results appear on the scorecard for this KPI. Options are: Current, Last Six Periods, Last Thirteen Periods, or Last Three Periods.

Desired Direction

Select whether the preferred trend for this KPI over time is to Increase, Decrease, or remain Constant.

This information appears on various scorecard pages.

Cause-Effect Map

Select the image that represents the cause and effect relationship for this KPI. This appears on the KPI Detail - Strategy Map page.

You must create the image in another application and add it to the image repository using PeopleSoft Application Designer for it to appear as a choice.

Ownership

Owner

Specify the individual that is primarily responsible for this KPI by selecting an employee ID from the list.

The owner fields determine which KPIs an individual views on the My KPIs page. If you are identified as an owner or associate owner for a KPI, that KPI will appear on the My KPIs page, based on the user ID that you use when signing in to the system.

Associate Owner

Specify an additional owner, if applicable, by selecting an employee ID from the list.

Strategic Information

Business Function

Select the functional category that applies to this KPI.

This information appears on various scorecard pages.

Primary Source of Data

Select the PeopleSoft application that is the KPI's main source of data.

Subscribing applications use this information to retrieve published KPIs based on their source.

Perspective Type

Select the scorecard perspective within which this KPI belongs.

The scorecard uses this field to provide a view of KPIs by perspective. A value of Multiple indicates that the KPI can apply to more than one of the other perspectives.

You can define additional perspectives to suit your needs.

See (Optional) Establishing Additional Perspectives.

KPI Usage

Select whether the primary KPI usage is Operational or Strategic.

This information appears on various scorecard pages.

Visibility Indicator

Select the category of performance measured by this KPI. The visibility indicator is used for information only. Options are:

Leading: The KPI is an indicator of future performance.

Lagging: The KPI is an indicator of past performance.

Both: The KPI is an indicator of both past and future performance.

Usage

No Aggregation

Select to prevent this KPI's values from being aggregated to create totals, such as in a business unit or scenario roll up process, or in determining quarter-to-date and year-to-date amounts.

This option should be selected if the KPI values represent an aggregate, such as an average or percentage, because adding aggregate values would result in a mathematically inaccurate total.

To enter quarter-to-date and year-to-date values for these types of manual KPIs, use the Manual KPI page.

Approval Required

Select to enable comments approval workflow for this KPI.

This field is unavailable for entry if the Approval Required option is not selected for this SetID on the System Options page.

See System Options Page.

Monitor Only

Select to prevent the system from assessing this KPI.

The system still calculates the KPI values (unless it is a manual KPI), and they appear on the scorecard so you can monitor the results. However, the KPI isn't assessed, and doesn't affect the assessment of any of the strategy components to which it is associated. Later, you can clear the check box if you want the system to assess the KPI. KPIs marked as monitor only receive an assessment ID of MONITOR.

KPI Definition - Frequency Page

Use the KPI Definition - Frequency page (KP_KPI_DFN6) to define KPI calculation and assessment frequency.

Navigation

select Key Performance Indicators, then select KPI Definition, then select KPIs, then select Frequency

Image: KPI Definition - Frequency page

This example illustrates the fields and controls on the KPI Definition - Frequency page. You can find definitions for the fields and controls later on this page.

To understand the effect of the frequency settings, you need to understand the tables that are affected. When you process KPIs, the system populates KP_KPI_CALC_F00, for both calculated and manual KPIs. A value must exist in KP_KPI_CALC_F00 for the system to assess a KPI, because the KP_KPI_CALC_F00 table is the source table for processing KPIs. When the system assesses KPIs, it stores the results in KP_KPI_ASMT_F00. If no value exists in KP_KPI_CALC_F00 for a KPI, when the system assesses the KPI, it assigns UNKNOWN for that KPI.

When you process scorecards, the system stores results in BC_ASSESS_F00.

For calculated KPIs, when you process KPIs the system resolves the KPI values and stores the results in KP_KPI_CALC_F00.

Manual KPI values are neither calculated nor resolved; you enter their values in the manual KPI table by using the Manual KPI page. When you process KPIs, the system retrieves the data from the manual KPI table (for the period being processed), and stores those values in KP_KPI_CALC_F00. During KPI processing, if no data exists in the manual KPI table, then the system either ignores the KPI, uses zero, or uses the last stored value in KP_KPI_CALC_F00, according to how you set those options. Because the system does not use these options unless a calculation frequency is specified, you must specify a calculation frequency for manual KPIs if you specify an assessment frequency to guarantee that there is a value in KP_KPI_CALC_F00 to assess. If you want to enter and assess an actual value for a manual KPI that does not fall within the specified calculation frequency, change the calculation frequency accordingly.

For calculated KPIs, you can specify a calculation frequency, an assessment frequency, or both. Frequencies are established by using the Frequency Definition page.

See Frequency Definition Page.

To define frequencies for calculating or assessing KPIs that measure period-sensitive information:

Select the calculation frequency (required for manual KPIs, optional for calculated KPIs), and then indicate how the system should treat the KPI when processing occurs in a time frame outside of the defined frequency.

This table explains each option:

Option	Populates KP_KPI_CALC_F00	Effect
Ignore It	No	No value is calculated. If assessment takes place, the system returns UNKNOWN.
Report Zero	Yes, and the resolved value is set to zero.	If assessment takes place, the system uses zero as the value to compare to target.
Use Last Calculation	Yes, and the resolved value is set to the resolved value from the prior calendar period. If no value exists for the prior calendar period, then the KPI does not have a value.	If assessment takes place, the system compares the most recent calculation value to the target.

Select the assessment frequency (if nothing is selected, assessment always occurs), then indicate how the system should treat the KPI when processing occurs during a time frame that is outside of the defined frequency.

The following table explains each option:

Option	Populates KP_KPI_ASMT_F00	Effect
Ignore It	No	No assessment takes place.
Use Last Assessment	Yes	Uses the prior calendar period assessment, regardless of the calculation results.

Select the scorecard impact if a KPI is not assessed.

The following table explains each option:

Option	Populates BC_ASSESS_F00	Effect
Consider It	Yes	The strategy components with which this KPI is associated take the KPI results into account. The assessment method for the component determines the effect on the component's score.
Do Not Consider It	No	The strategy components with which this KPI is associated disregard the KPI. It does not affect their score.

<calculation frequency description>, <assessment frequency description>, and Create New Frequency

Click to access the Frequency Definition page, where you can set up frequencies.

Defining Optional KPI Attributes

The remaining pages within the KPI Definition component are optional.

(Optional) Associating Attachments

Access the KPI Definition - Attachments page select (Key Performance Indicators, then select KPI Definition, then select KPIs, then select Attachments).

Associating an attachment to a KPIs is similar to adding an attachment to an email, in that when you view the KPI results, you can open the attachment to view the information that it contains. If a KPI has attachments associated with it, an Attachments icon appears on the various pages that display KPI results. When you click the attachments icon, the system lists the report IDs that have been associated with the KPI. Click a report to launch it. The attachment can be any file type that you can access with a URL, including streaming video, audio, and websites. For example, you could enable employees to view a video of an executive from your organization. Report IDs must be set up in PeopleSoft EPM prior to selecting them.

Note: PeopleSoft recommends that attachments use reports that are static in nature, because report IDs are defined by report metadata, and that metadata must be updated whenever a report is modified.

Report ID

Select a file to associate with this KPI.

This file must be established in the reports metadata table (PF_META_RPT_TBL).

See Setting Up Report Metadata.

In the report metadata setup, the report launch path should always be a URL, not the physical path to the file. For example, these are valid URL entries:

http://mydomain/reportpath/myfile.type
http://www.peoplesoft.com/reports/myreport.xls
ftp://ftpserver/reportpath/myfile.type
ftp://ftp.peoplesoft.com/reports/myreport.xls
gopher://gopherserver/reportpath/myfile.type
gopher://gopher.peoplesoft.com/reports/myreport.xls

(Optional) Assigning Analysis Paths

Access the KPI Definition - Analysis Paths page select (Key Performance Indicators, then select KPI Definition, then select KPIs, then select Analysis Paths).

Tree Name

Select the tree that depicts the KPI hierarchy.

When you view this KPI on the scorecard, you can navigate through this tree to view this KPI's relationship with other KPIs as an aid to analyzing its performance.

Note: For you to view the analysis path on the scorecard, the current KPI must be included as a node on this tree.

(Optional) Associating Additional Fields

Access the KPI Definition - Attributes page select (Key Performance Indicators, then select KPI Definition, then select KPIs, then select Attributes).

Attribute 1-7

Enter information in the attribute fields if additional information about the KPI is available that you want to track. These are free-form fields for storing additional attributes that apply to an implementation. No functionality is provided for these fields at this time; however, you can use them to filter data in queries or reports that you create. For example, you might enter category or priority information. You can configure this page in Application Designer to make the field labels more descriptive.

Publish as web service

Select this option to permit the system to publish this KPI's data in XML format. This enables the KPI to be accessed by web-service-compliant applications by using PeopleTools Integration Broker.

KPI Calculation Rule Page

Use the KPI Calculation Rule page (KP_CALC_RULE) to define how to compute the value for a calculated KPI by associating a calculation ID with a KPI.

Also associates models with KPIs. This page is not available for composite KPIs or manual KPIs, because calculation rules do not apply to them.

Navigation

select Key Performance Indicators, then select Administration, then select Building Blocks, then select Calculation Rules
From the KPI Definition page, click the Calculation link in the Associated Objects group box.

Image: KPI Calculation Rule page for a calculated KPI

This example illustrates the fields and controls on the KPI Calculation Rule page for a calculated KPI. You can find definitions for the fields and controls later on this page.

Image: KPI Calculation Rule page for a derived KPI

This example illustrates the fields and controls on the KPI Calculation Rule page for a derived KPI. You can find definitions for the fields and controls later on this page.

This page differs depending on whether the KPI is a derived KPI or a calculated KPI. The fields that are on this page define how to compute a KPI's value; they do not apply to manual KPIs. This page requires a model ID as an additional key field for the purpose of associating the KPI calculation rule with a particular model. That is why this page is not part of the KPI Definition component.

Calculation rules can either be based on calculations that you have established using the Calculations - Definition page, or be derived from another KPI. If the KPI is derived from another KPI, you can vary some of the parameters that are used for this calculation.

Time Frame

Select the time period to use when calculating the KPI's value. Options are:

Current Accounting Period: Calculates the KPI using the data from the current accounting period. Typically you select this option.

Year To Date: Calculates a running total for the current fiscal year. For example, you might select this option if you are planning to use this KPI in a calculation expression for another KPI. This option does not compute quarter-to-date results.

Compile

If you modify the calculation ID on which this KPI is calculated, click this button to update the associated SQL, because the Save button won't be active.

To ensure that you update all KPI-related SQL, run the PeopleSoft EPM mass compile utility.

See Running Mass Compile.

Specifying Parameters for a Calculated KPI

These fields appear when the KPI Type field is set to Resolve by a Calculation.

Calculation ID

Select the calculation ID to resolve this KPI's value.

Click to access the Calculation page in Update/Display mode, where you can review the calculation definition.

Create New Expression

Click to access the Calculation page in Add mode, where you can establish a new calculation definition and assign it to this KPI.

Specifying Parameters for a Derived KPI

These fields appear when the KPI Type field is set to Derived from another value.

Start from KPI

Specify the KPI from which to derive this KPI's values (the source KPI).

Click to access the KPI Definition page for the source KPI, where you can review its definition.

Different Time Span and Time Span ID

Select to use a different period of time. Enter the time period in the Time Span ID field.

Click to access the Timespan page, where you can review the timespan definition.

Create New Time Span

Click to access the Timespan page in Add mode, where you can create a new timespan definition.

Different Scenario and Scenario ID

Select to use a different scenario. Enter the scenario in the Scenario ID field. This enables you to use a different scenario for the KPI than the one selected in the run control parameters.

Click to access the Scenario Definition page, where you can review the scenario definition.

Different Business Unit and Business Unit ID

Select to use a different business unit. Enter the business unit in the Business Unit ID field. This enables you to use the value of the KPI from a specific business unit during processing rather than the one selected in the run control parameters.

Click to access the Warehouse Business Unit page, where you can review the business unit definition.

You do not need to define any metadata, a data element, or a calculation definition for a derived KPI; you need only to define the KPI definition (using a KPI type of Derived from another value), calculation rule, KPI dimension members, and target rules.

Dimension Members Page

Use the Dimension Members page (KP_KPI_OBJ_EFF) to define the subset of dimension members that make up a KPI.

For example, if the KPI dimension is business unit, you indicate which specific business units should be calculated and assessed. You can indicate which dimension members to include either by using a constraint-based rule or by specifying each member.

Navigation

select Key Performance Indicators, then select Administration, then select Building Blocks, then select Dimension Members
From the KPI Definition page, click the Dimension Members link in the Associated Objects group box.

When you access this page, specify whether to define the KPI dimension members by a rule, or by individual object IDs. The format of this page differs depending on your selection.

Image: Dimension Members page, rule-based members

This example illustrates the fields and controls on the Dimension Members page, rule-based members. You can find definitions for the fields and controls later on this page.

Image: Dimension Members page, individually selected members

This example illustrates the fields and controls on the Dimension Members page, individually selected members. You can find definitions for the fields and controls later on this page.

Establishing KPI Dimension Members by Using a Rule

Create New Constraint

Click to access the Constraint definition page in Add mode, where you can create a new constraint to associate with this KPI.

Constraint

Select the constraint ID to define the rule by which the KPI members are determined. Add rows to specify multiple rules.

Field for Dimension

Select the field within the constraint definition that contains the dimension members.

Preview

Click to transfer to the Get Dimension Members page, where you can review the dimension members defined by the rule for a specific business unit, scenario ID, fiscal year, and accounting period. Click Run Query to view the results on the Preview Object IDs page. Click Return to KPI Dim Members to return to the Dimension Members page.

Select the Audit Details tab to view details about the rule.

Establishing KPI members by ID

To specify each KPI dimension member individually, either insert each ID by selecting it or click Get All Members to retrieve every dimension member, and then delete any members that you don't want to include.

(Optional) Defining Weight Factors

Weight

If you use weighting, enter a weight factor for each dimension member.

For non-rule-based dimension members, you can click Allocate Weight Factor Evenly to automatically populate the weight factors evenly among all of the dimension members.

For rule-based dimension members, the weight factor that you assign for a rule is divided by the number of dimension members included in that rule, distributing the allocation evenly among all members. The total of all the weight factors must equal 100. Weight factors don't appear for business unit dimension members, because they are not applicable.

(Optional) Defining Chart Controls

Y Axis Min Value and Y Axis Max Value

Enter the minimum and maximum Y axis values used for a dimension member.

These settings enable you to control the y-axis scale for charts. Otherwise, a dimension member whose value is outside of the typical values for this KPI could result in a chart that displays, for example, very small bars for the majority of the objects. If you don't enter y-axis values, the system uses the maximum and minimum resolved values of all the KPI dimension members. If you enter y-axis values for rule-based KPI dimension members, the values apply to all the dimension members defined by the constraint.

Target Rules Page

Use the Target Rules page (KP_TRGT_RULE) to establish the target rules by which KPI dimension members are scored.

Navigation

select Key Performance Indicators, then select Administration, then select Building Blocks, then select Target Rule
From the KPI Definition page, click the Targets and Assessment Rules link in the Associated Objects group box.

Image: Target Rules page

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

If the KPI dimension members are based on a rule, then a single target rule is used for all the KPI dimension members within the rule. To access the page, you must specify the rule for which you are defining targets.

If the KPI dimension members are not based on a rule, then each one must be assigned a target rule. To access the page, you must specify the dimension member for which you are defining targets.

Copy To Dimension Members

Click to copy the current target rule to other dimension members that do not have a defined rule. This button appears only for KPIs with individually specified dimension members.

On the page that appears, select the members to receive the rule, and then click OK.

Defining Rule Types

Target Rule Type

Select the type of rule to define. Options are:

Workforce: Select if the target rule is for use with PeopleSoft Workforce Analytics.

Scorecard: Select if the target rule is for use with if this target rule is for use with PeopleSoft Scorecard.

Time Frame

Specify the time frame to which this rule applies. Options are:

Current: Select to apply the rule to amounts for the current period.

QTD (quarter-to-date): Select to apply the rule to amounts for the current quarter.

YTD (year-to-date): Select to apply the rule to amounts for the current year.

If you want assessments for quarter-to-date and year-to-date amounts, you must insert additional rules for those time frames.

Target Type

Select the method by which the system compares the KPI dimension members to their targets. The option that you select controls how you define the rules and the fields that are available for entry in the Rules grid. Options are:

% Target (percentage target): Compares whether a KPI dimension member is within a specified percentage of its target. The target is specified in the Primary Target ID field, and the value of that target is equivalent to 100 percent. The system computes the percentage amounts. When you select this option, you must also complete the Target Source field.

Data Elem (data element): Uses data elements for the target values. This option enables you to compare the value of the KPI dimension member to the value of a data element. When you select this option, the target IDs in the Rules grid are data element IDs.

KPI: Uses KPIs for the target values. This option enables you to compare the value of the KPI dimension member to the value of a different KPI. When you select this option, the target IDs in the Rules grid are KPI IDs.

Numeric: Uses a numeric value as the targets. This option enables you to compare a KPI dimension member to an entered numeric value. When you select this option, the targets in the Rules grid are numbers that you enter.

Target Source

Specify from where to derive the values for the Annual Goal and Primary Target ID fields. The Target Source field is available only when the Target Type is % Target. This field controls the prompt tables that are used for the Annual Goal and Primary Target ID fields. Options are:

Default Target Table:Select to use the default target table as the source of the target values. If you select this option, the system automatically populates the Annual Goal and Primary Target ID fields with DFLT_TRGT and they are unavailable for entry.

Data Element: Select to use data elements as the source for target IDs. If you select this option, the prompts for the Annual Goal, Primary Target, and Target ID fields display valid data elements of the same dimension as the KPI for which you are defining the target rule. .

KPI: Select to use KPIs as the source for target IDs. If you select this option, the prompts for the Annual Goal, Primary Target, and Target ID fields display valid KPIs of the same dimension as the KPI for which you are defining the target rule.

Manual Targets

Click to access the KPI Targets page, where you can enter target values for the KPI. This link is available only when the Target Type field is set to %Target and the Target Source field is set to Default Target Table.

Annual Goal

Specify the annual goal for this KPI dimension member.

Depending on the target type, you either select a data element or a KPI, or you enter the number directly. If you use the default target table, then this value comes from that table.

Primary Target or Primary Target ID

Specify the primary target amount for this KPI dimension member.

The system uses this value as the equivalent of 100 percent of target. It is used as the denominator when the system calculates the percentage of target. Depending on the target type, you either select a data element or a KPI, or you enter the number directly. For % Target target types, the value in the Target Source field determines whether you select a data element or KPI. Any data element that is used must be a pointer. For Numeric target types, this field is optional and you enter a value. If you use the default target table, then this value comes from the appropriate period's target from that table.

Assess Using

Select this check box to use the values from a different KPI to compare to the targets. Select this option when you want the assessment for this KPI dimension member to be based on another KPI's value—for example, to base customer satisfaction on on-time delivery. The value for on-time delivery is compared against this set of target rules (not the value of customer satisfaction).

Use Current Time Frame Rule

Select this check box to use the rule that has been established for the Current time frame for your quarter-to-date and year-to-date rules as well.

Limit % of Target to 100%

Select to limit the maximum attainable value for percent of target to 100 percent. In cases in which the percent of target is greater than 100 percent, the system uses 100% as the result.

Less is Better

Select to indicate that lower values are favored over higher values. The system uses this setting to determine the trend.

Defining Target Rules

In the Rules section, insert rows as needed to designate the range of values that receive a particular assessment. The fields that you need to define for a rule depend on the target type that is used, as listed in this table:

Target Type	Target Rule Fields Used
`% Target`	Sequence, Operator, Percentage, Assessment, Action
`Data Element` and `KPI`	Sequence, Operator, Target ID, Assessment, Action
`Numeric`	Sequence, Operator, Target, Percentage, Assessment, Action

Sequence

Enter a number to associate with each target rule. The system evaluates the rules in ascending order based on this sequence number, not their order in the list. The system uses the row that contains the first true condition as the assessment. Leave numerical intervals between your sequence numbers so that you can insert additional rules later, if necessary, without having to renumber each row.

Operator

Select the type of comparison (greater than, less than, and so on).

Target ID and Target

Select the item to which the KPI dimension member is being compared. This can be either a data element, a number, or a KPI depending on the target type. If you use the default target table, the default value for this field is DFLT_TRGT. Any data elements or KPIs that are used for the target ID must be based on the same dimension type and use the same unit of measure as the KPI for which the rule is being defined.

Percentage

Select the percentage of target that the dimension member is within. (Applies only to % Target target types.)

Assessment

Select the assessment ID to assign if the condition is true.

Action

(Optional) Select the action ID to use if the condition is true.

Note: Insert additional rule types to assess results for quarter-to-date and year-to-date amounts.

Target Rule Examples

This table shows target rule values for a Numeric target type:

Sequence	Operator	Target	Assessment
10	<	1	Red
20	<	2	Yellow
30	>=	2	Green

This table shows target rule values for a Data Element target type. DE3000 is the data element to which the actual value is being compared:

Sequence	Operator	Target ID	Assessment
10	<	DE3000	Red
20	=	DE3000	Yellow
30	>	DE3000	Green

This table shows target rule values for a % of Target target type. The percentage is determined by the value of the primary target:

Sequence	Operator	Percentage	Assessment
10	>=	75	Red
20	>=	60	Yellow
30	<	60	Green

Special Considerations for Percent of Target

Percent of target must be between -9999.999 and 9999.999. During the assessment process, if the resulting calculation is not within this range, the assessment ID is set to UNKNOWN, and percent of target is set to 0. If you review the process messages, you'll see this error message:

"Percent of Target > 9999.999. The calculated percent of target is greater than 9999.99%. Review the target value for this KPI Dimension Member."

In most circumstances, assessment results that are substantially over or under target indicate that something is probably wrong. The system sets the assessment results to UNKNOWN to draw attention to the KPI dimension member so that you can research the issue and determine whether a problem exists. Verify that your target rules are correct and that all of the underlying KPI data exists in the database. If the information in the database is correct, you can override the assessment and enter a comment stating the findings, and then run the BC_OVRASMT jobstream. If the information in the database is incorrect, correct it, and then rerun the BC_ANALYZE jobstream.

Calculating Percent of Target

This table shows how the system calculates percent of target. The system rounds results to two decimal places:

Resolved Value	Target Value	Other Conditions	Percent of Target Formula
> 0	> 0	NA	((RESOLVED_VALUE ÷ TARGET_VALUE) × 100)
<= 0	< 0	resolved value >= target value	((((TARGET_VALUE − RESOLVED_VALUE) ÷ TARGET_VALUE) × 100) + 100)
<= 0	< 0	resolved value < target value	((((TARGET_VALUE − RESOLVED_VALUE) ÷ TARGET_VALUE) × 100) + 100)
> 0	< 0	NA	((((TARGET_VALUE − RESOLVED_VALUE) ÷ TARGET_VALUE) × 100) + 100)
< 0	> 0	NA	((((RESOLVED_VALUE − TARGET_VALUE) ÷ TARGET_VALUE) × 100) + 100)
= 0	> 0	NA	= 0
>= 0	= 0	NA	((RESOLVED_VALUE × 100) + 100)
< 0	= 0	NA	((RESOLVED_VALUE × 100) + 100)

Cause and Effect Page

Use the Cause and Effect page (KP_CAUSE_EFFECT) to establish causal relationships among KPIs.

Navigation

select Key Performance Indicators, then select Administration, then select Building Blocks, then select Cause and Effect
From the KPI Definition page, click the Cause and Effect link in the Associated Objects group box.

Access the Cause and Effect page select (Key Performance Indicators, then select Administration, then select Building Blocks, then select Cause and Effect).

Image: Cause and Effect page

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

Add rows in the KPIs grid and complete these fields to specify which KPIs the current KPI affects as well as to specify the effect that the current KPI has on them:

KPI ID

Select a KPI that is affected by this KPI.

Impact Type

Specify how the selected KPI is affected. Options are:

No Impact: Select if the KPI is related to the current KPI, but isn't directly influenced by the current KPI's outcome.

Positive Impact: Select if the KPI is affected by the current KPI in a positive way.

Negative Impact: Select if the KPI is affected by the current KPI in a negative way.

Note: Any affected KPIs that you include must be associated with a component on the scorecard's strategy tree to be included on the View Cause Effect page.

Composite KPI Page

Use the Composite KPI page (KP_CMPSTE_EFF) to define composite KPIs.

Navigation

select Key Performance Indicators, then select Administration, then select Building Blocks, then select Composite KPIs
From the KPI Definition page, click the Composite link in the Associated Objects group box.

Access the Composite KPI page select (Key Performance Indicators, then select Administration, then select Building Blocks, then select Composite KPIs).

Image: Composite KPI page

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

To define a composite KPI, you must first use the KPI Definition page to create the KPI, and set the KPI Type field value to composite.

See KPI Definition Page.

Defining Calculation Options

Calculate Using

Specify how the system determines the value of the composite KPI. Options are:

% of Target: Select to calculate the composite KPI based on the percentage of target of the component KPIs. Use this option with values that are normalized to a scale of 1 to 100.

Resolved Value: Select to calculate the composite KPI based on the resolved value of the component KPIs. Use this option when the KPIs that make up the composite KPI do not use normalized values.

Use Weights

Select to apply weight factors to the KPIs that make up the composite.

Use this option when the KPIs that make up the composite KPI have varying levels of importance.

Allocate Weight Factor Evenly

Click to distribute or redistribute weighting equally by percentage among the KPIs in the grid.

The resulting weighting appears in the grid in the Weighting Allocation column. This option is available only if the Use Weights check box is selected.

Defining the KPIs That Make up the Composite KPI

KPI

Select a KPI ID to add. Valid values depend on the KPI dimension (established on the KPI Definition page).

Weight Factor Allocation

Enter percentages to specify how each KPI contributes to the overall score. The total of the percentages must equal 100.

KPI Family Page

Use the KPI Family page (KP_KPI_FAMILY) to establish families in which to group related KPIs.

Navigation

select Key Performance Indicators, then select KPI Definition, then select KPI Families
On the KPI Definition page, expand the KPI Family group box and click either Create a New Family or Add KPIs to Existing Family.

Image: KPI Family page

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

Family Name

Enter the name for this family of KPIs.

Description

Enter a description of the KPI family.

Member

To define the KPI family members, add rows within this grid and select the KPI ID for each member.

KPI Copy Page

Use the KPI Copy page (KP_KPI_COPY) to copies the fields from another KPI into the current KPI.

Navigation

From the KPI Definition page, click the Copy From link.

Image: KPI Copy page

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

KPI ID

Select the KPI to copy.

Description

Enter the description for the new KPI. The system supplies a default value for this field based on the description of the KPI specified in KPI ID, but you can change it.

Include in Family

In the KPI Families grid, select this check box to include the family in the new KPI definition. This grid appears only if the KPI being copied has families associated with it.