Processing KPIs

Pages Used to Process KPIs

Page Name	Definition Name	Navigation	Usage
KPI Run Group	KP_KPI_RUN_GROUP	select Key Performance Indicators, then select Administration, then select Calculate, then select KPI Run Group	Define KPI run groups.
Run KPI Processing	KP_RUN_JOBSTREAM	select Key Performance Indicators, then select Administration, then select Calculate, then select Calculation and Assessment	Process KPIs.

Understanding KPI Run Groups

KPI run groups enable you to define a subset of KPIs to process. You can opt to use a KPI run group when you process KPIs to save processing time. Typically you will use KPI run groups during the implementation phase when you are setting up your KPI definitions and want to validate them by running the KPI Analysis process and reviewing the results. If you do not use a KPI run group when processing KPIs, then all KPIs that satisfy the input run parameters are processed.

To define the KPIs that compose a KPI run group, you can use a combination of one or more of the following:

A constraint that is based on the KPI Definition table.
A specific individual KPI.
A KPI family.

KPI Run Group Page

Use the KPI Run Group page (KP_KPI_RUN_GROUP) to define KPI run groups.

Navigation

select Key Performance Indicators, then select Administration, then select Calculate, then select KPI Run Group

Image: KPI Run Group page

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

Build SQL

Click to update the SQL for a KPI run group that uses a constraint. This is only required if the constraint definition that is used for the KPI Run Group has been modified. When you initially create a KPI run group that uses a constraint, when you save the definition the system generates the appropriate SQL for the constraint. However, if you subsequently modify the constraint definition that is used for a KPI Run Group, you must click this button to update the associated SQL because the Save button will be unavailable.

See Running Mass Compile.

Create New Constraint

Click this link to access the Constraint page in Add mode, where you can add a new KPI-based constraint to associate with this KPI run group.

See Setting Up Constraints.

To specify the KPIs that compose the KPI run group, add rows within one or more of the following grids:

KPI Constraints - Constraints Tab

Constraint

Select a KPI-based constraint to include the KPIs that are defined by that constraint within the KPI group. The list of available values is limited to only the constraints that are built on the KPI Definition table

Click to access the Constraint page, where you can review or update the constraint definition.

Preview Values

Click to access the Get Dimension Members page, where you can preview the KPI dimension members that are defined by this constraint.

KPI Constraints - Audit Details Tab

SQL Object ID

The identifier of the SQL object that the system generates for the constraint. This field will not contain any values until you click the Build SQL button.

Last Compile

The date and time the SQL object was generated.

KPI Families

Family Name

Specify a KPI family to include its KPIs in this KPI run group.

Click to access the KPI Family page, where you can review the details of the KPI family.

KPIs

KPI

Specify a KPI to include in this KPI run group.

Dimension

The dimension for the KPI. Click to access the Dimension component in update/display mode, where you can review the details of the dimension.

Click to access the KPI Definition component for the KPI in update/display mode, where you can review the KPI details.

Run KPI Processing Page

Use the Run KPI Processing page (KP_RUN_JOBSTREAM) to process KPIs.

Navigation

select Key Performance Indicators, then select Administration, then select Calculate, then select Calculation and Assessment

Image: Run KPI Processing page

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

Jobstream Type

This field is unavailable for entry, and contains Single Period as the engine can be run only for a single period.

Business Unit and Scenario

Specify the business unit and scenario to process.

Year and Period

Specify the fiscal year and period for which to calculate and assess KPIs.

KPI Run Group

Optionally, select a KPI run group to limit processing to a subset of KPIs. To establish KPI run groups, use the KPI Run Group page.

See KPI Run Group Page.

Jobstream ID

This field contains KP_ANALYZE, which is the delivered jobstream for processing KPIs.