Using KPI Maintenance Utilities

This topic discusses how to:

Review KPI metadata
Audit KPIs
Recompile KPI-related SQL

Pages Used to Maintain KPIs

Page Name	Definition Name	Navigation	Usage
Expression	PF_EXPR_DEFN	select Key Performance Indicators, then select Administration, then select Debugging, then select Expressions	Review KPI expressions.
KPI Operands Datamap	PF_DATAMAP_DEFN	select Key Performance Indicators, then select Administration, then select Debugging, then select Operands Datamap	Review KPI data maps.
Audit EPM Objects	RUN_PF_AUDIT	select EPM Foundation, then select Foundation Metadata, then select Other Metadata Operations, then select Audit EPM Objects	Validate KPI data.
Compile Metadata Changes	RUN_PF_COMPILE	select EPM Foundation, then select Foundation Metadata, then select Other Metadata Operations, then select Compile Metadata Changes	Recompile KPI data.

Expression Page

Use the Expression page (PF_EXPR_DEFN) to review the underlying PeopleSoft EPM information for KPIs. These pages should be accessible only to information technology professionals, and you should define security for them accordingly. Do not change any of the data that you see on these pages—this data is generated and maintained by the system.

Navigation

select Key Performance Indicators, then select Administration, then select Debugging, then select Expressions

To access KPI information, use the appropriate codes in the search dialog:

KPI expression codes begin with KP$.
The datamap code used by KPIs or KPI expressions is KPOPERANDS.

Audit EPM Objects Page

Use the Audit EPM Objects page (RUN_PF_AUDIT) to validate KPI data. This utility checks for potential problems within the data elements, calculation rules, constraints, filters, and other KPI-related metadata, and it ensures that certain conditions are met. Use this utility periodically to review KPIs, or any time that changes have been made to PeopleSoft EPM data or KPI metadata.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Other Metadata Operations, then select Audit EPM Objects

To run an audit:

Access the Audit EPM Objects page
Select the KPI Manager check box, then run the process.
To review the results of the KPI audit, access the Inquire - Messages page.

Use the Message Header and Message Detail pages to review any problems detected with your KPIs, and correct them accordingly.

Compile Metadata Changes Page

Use the Compile Metadata Changes page (RUN_PF_COMPILE) to recompile KPI data.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Other Metadata Operations, then select Compile Metadata Changes

PeopleSoft EPM has a utility that recompiles KPI-related SQL. Use this utility when changes have been made to PeopleSoft EPM data or KPI metadata.

To recompile KPI SQL:

Access the Compile Metadata Changes page
Select one or more of the check boxes within the Scorecard section, and then run the process.