Viewing KPI Results

Pages Used to View KPI Results

Page Name	Definition Name	Navigation	Usage
KPI Filter Search	BC_KPI_OBJ_FILTER	select Key Performance Indicators, then select View KPI Results, then select Filtered List	View KPIs that meet specified criteria.
KPI Filter List	BC_KPI_OBJ_LIST	Click Get KPIs on the KPI Filter Search page.	View results for the KPIs that meet the criteria that is specified on the KPI Filter Search page.
KPI Filter Criteria	BC_KPI_OBJ_SRCH	Click either Save Filter or Delete filter on the KPI Filter Search page.	Save KPI search criteria to a specified name or delete a named search.
Search for Single KPI, Single Dimension Member	KP_QUERY_SEARCH	select Key Performance Indicators, then select View KPI Results, then select Single KPI, then select Single Dim Member	Enter criteria to view results of a single KPI dimension member over multiple time periods. Results are displayed using the KPI Detail page.
KPI Detail	BCIC_KPIDETAI3_PNL	Click a KPI dimension member description from various pages, such as the KPI List page.	View assessment details for a KPI for current, cumulative, and prior year time frames.
KPI Detail - Additional Detail	BC_KPIDETAIL_3	On the KPI Detail page, select the Additional Detail tab.	View target rules, notes, and other KPI-related fields.
KPI Detail - Strategy Map	BC_CAUSE_EFF_IMG	On the KPI Detail page, select the KPI Strategy Map tab.	View the assigned strategy map image for a KPI. This page is available only if an associated strategy map exists.
Select KPIs for Chart	BC_PORT_SELECT_KPI	On the Portfolio KPI Analysis page, click Select New KPIs for Chart.	Select different KPIs to chart on the Portfolio KPI Analysis page.
Search for My KPIs	KP_KPILIST_FILTER	select Key Performance Indicators, then select View KPI Results, then select My KPIs	Enter criteria for viewing KPIs for which you have been identified as either the owner or associate owner.
My KPIs	KP_KPILIST_OWNER	From the Search for My KPIs page, click Search.	Review the KPIs that you have been assigned to as either the owner or associate owner for a specified business unit, scenario, fiscal year, and accounting period.
Portfolios	BC_PORT_SRCHPNL	select Scorecards, then select View Scorecard Results, then select Portfolios	View a list of defined portfolios and select one to view its details.
Portfolio KPI Analysis	BC_PORT_ANALYSIS	From the Portfolios page, click the KPIs link for a portfolio.	View the KPIs within a selected portfolio.
Portfolio KPI Analysis - Select New KPI Search Criteria	BC_PORTKPI_FILTER	On the Portfolio KPI Analysis page, click Switch KPI Period.	Specify the business unit, scenario, year, and period to evaluate when viewing the Portfolio KPI Analysis page
KPI Cause and Effect	BC_VW_KPI_CS_EFF	On the KPI Detail page, click Cause and Effect.	View the cause and effect relationships for the current KPI. This page shows other KPI dimension members that affect the current KPI, or those that are affected by the current KPI.
KPI Compare Selection List	BC_KPI_SELECT_LIST	From the KPI Detail page, click the Compare KPIs link.	Select KPIs to compare graphically.
KPI Compare	BC_KPI_COMP_CHARTS	From the KPI Compare Selection List page, click the Generate Charts button.	View a graphical comparison of several KPIs.
KPI Analysis - Search	BC_PE_CKPI_ANLY_C1	select Scorecards, then select View Scorecard Results, then select KPI Analysis On the KPI Analysis page, click Search.	Specify criteria for KPI analysis.
KPI Analysis	BC_PE_CKPI_ANLY_1	On the KPI Analysis - Search page, click Search.	Analyze KPIs and composite KPIs.
KPI Analysis - Weighting	BC_PE_CKPI_ANLY_2	Click the Weighting link on the KPI Analysis page. This link appears for composite KPIs only.	Change the weighting for KPIs that make up a composite KPI to display new results on the KPI Analysis page. These results are not saved.
Analyze	BC_KP_PATH	On the KPI Detail page, click Analyze.	Select a KPI to view on the Analyze - KPI Tree page.
Analyze - KPI Tree	KP_ANALYZE_TREE	On the Analyze page, click a tree description in the KPI Analysis Path grid.	Navigate through the KPI analysis tree that is associated with a KPI.
Hierarchical KPI Search	KP_VIEW_NODE_KPI	select Key Performance Indicators, then select View KPI Results, then select Single KPI, then select Hierarchical Dim	Enter criteria for which hierarchical KPIs to view.
Hierarchical KPI	KP_VIEW_NODE_KPI	Click the View Hierarchy button on various pages.. select Key Performance Indicators, then select View KPI Results, then select Single KPI, then select Hierarchical Dim	View assessment results for hierarchical KPIs by navigating through the KPI tree.

KPI Filter Search Page

Use the KPI Filter Search page (BC_KPI_OBJ_FILTER) to view KPIs that meet specified criteria.

Navigation

select Key Performance Indicators, then select View KPI Results, then select Filtered List

Image: KPI Filter Search page

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

This page enables you to specify search criteria by which to view KPIs, save search criteria to a filter name, and retrieve a saved filter.

Actions

Filter Name

Select a filter name, then click Get KPIs to use a previously saved filter.

Get KPIs

Click to access the KPI Filter List page and view the KPIs that meet the search criteria.

Save Filter

Click to save the current search criteria to a named filter. When you click this button, you access the KPI Filter Criteria page, where you can enter a filter name and description and save the filter.

Delete Filter

Click to access the KPI Filter Criteria page, where you can delete a saved filter.

Clear Selection

Click to clear all search criteria field values.

Selection Criteria

Business Unit, Scenario ID, Year, and Period

Specify the business unit, scenario, fiscal year and period for which to view KPIs. These fields are required to view a filtered list of KPIs. When you initially access this page, the values for these fields are the values that you specified in the My Profile page.

The remaining selection criteria fields are optional, and enable you to further limit which KPIs you view.

Selection Criteria - Dimension Fields

Use this grid to specify a dimension related field by which to further qualify your search. Select a dimension field, comparison operator and value. To use this option, you must first specify a value for the Dimension field.

Selection Criteria - KPI Fields

Use this grid to specify a KPI related field by which to further qualify your search. Select a KPI field, comparison operator, and value. To use this option, you must first specify a value for the Dimension field.

Selection Criteria - Additional Search Fields

Use this grid to specify an additional field by which to further qualify your search. Select a field, comparison operator, and value. To use this option, you must first specify a value for the Dimension field.

Viewing Results

Click Get KPIs to view the KPIs that match your criteria, and access the KPI Filter List page.

Image: KPI Filter List page

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

Dimension Member

Click a dimension member description to access the KPI Detail page, where you can review the results for that KPI dimension member.

Override

Click to access the Manual Assessment page, where you can override the assessment results.

KPI Detail Page

Use the KPI Detail page (BCIC_KPIDETAI3_PNL) to view assessment details for a KPI for current, cumulative, and prior year time frames.

Navigation

Click a KPI dimension member description from various pages, such as the KPI List page.

Image: KPI Detail page

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

The bar chart shows the actual results, with line overlays of the percent of target over a period of time, last year's actual results, and the estimated results for future periods (trajectory) based on the current trends.

The hierarchy of the branch of scorecard strategy components to which this KPI is associated appears in the upper right. Click a description to view the strategy details page for a component. If you are not on a scorecard viewing page when you access the KPI Detail page, this hierarchy does not appear.

In the grid area, select a tab to review the current year's assessment results, cumulative assessment results, and last year's assessment results.

Select the Additional Detail tab to review target rules and other information about the KPI.

Select the KPI Strategy Map tab to view the cause and effect image map if one has been associated with the KPI.

KPI Compare Selection List Page

Use the KPI Compare Selection List page (BC_KPI_SELECT_LIST) to select KPIs to compare graphically.

Navigation

From the KPI Detail page, click the Compare KPIs link.

Image: KPI Compare Selection List page

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

The grid contains a list of other KPIs and their dimension members. To graphically compare the current KPI with other KPIs, use the following options:

Chart

Select to chart the KPI dimension member that is associated with the row. You can select as many as three KPI dimension members to compare.

Generate Charts

Click to access the KPI Compare page, which displays a graph of the current KPI dimension member and a graph of each of the other KPI dimension members that you selected to chart (a maximum of three).

On the KPI Compare page, you can click a dimension member description to access the KPI Detail page for that KPI dimension member.

My KPIs Page

Use the My KPIs page (KP_KPILIST_OWNER) to review the KPIs that you have been assigned to as either the owner or associate owner for a specified business unit, scenario, fiscal year, and accounting period.

Navigation

select Key Performance Indicators, then select View KPI Results, then select My KPIs. From the Search for My KPIs page, click Search.

Image: My KPIs page

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

The following columns appear in the KPIs grid.

Displays the assessment results.

KPI

Displays the KPI description.

Dimension Member

Displays the dimension member description. Click to access the KPI Detail page for the dimension member.

Value

Displays the resolved value for the KPI dimension member.

Target

Displays the target value for the KPI dimension member.

% of Target (percent of target)

Displays the percentage of the actual value compared to its target value.

Add/View Comments (

) or (

)

Click to access the Comments page, where you can add comments or review the history of entered comments. If no comments currently exist, the button that appears does not have lines in it.

Override

Click to access the Manual Assessment page, where you can override the current assessment by specifying a different assessment.

Portfolio KPI Analysis Page

Use the Portfolio KPI Analysis page (BC_PORT_ANALYSIS) to view the KPIs within a selected portfolio.

Navigation

select Scorecards, then select View Scorecard Results, then select Portfolios. From the Portfolios page, click the KPIs link for a portfolio.

Image: Portfolio KPI Analysis page

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

Bubble Chart

The bubble chart displays circles on the x and y axes for the KPIs that are selected on the Select KPIs for Chart page. Each axis is labelled with the KPI that it represents. You establish this chart's configuration on the Portfolio Definition - KPIs page.

Each "bubble" on the chart represents values for a different KPI dimension member. You can view the names (descriptions) by moving your mouse pointer over the bubbles.

The size and color of the bubbles is controlled by the KPIs that are selected on the Select KPIs for Chart page.

The colors that are displayed for the objects correspond to the assessment colors for the selected data, and the size of each bubble is related to the resolved value for the charted KPIs. The KPIs that are used for size and color are displayed next to the chart.

Actions

Chart Selected Items

Click to update the chart using the dimensions members that are selected in the grid.

Select New KPIs for Chart

Click to access the Select KPIs for Chart page, where you can change the KPIs that are displayed. The KPIs that are available to you depend on your row-level security.

Switch KPI Period

Click to access the Portfolio KPI Analysis - Select New KPI Search Criteria page, where you can specify a different business unit, scenario, fiscal year, and period for which to view results.

KPIs

The column labels in this grid vary according to selections made for the portfolio in the Portfolio Definition component. Each KPI in the portfolio appears as the label for one column, followed by columns for one or more of the following: % of target, assessment, trend, and any object attributes that are selected.

Chart

Select the check boxes next to the dimensions that you want to chart.

Lists the dimension for the KPI.

Displays the KPI description.

One or more columns within the grid are labeled with the descriptions of the KPIs that are selected on the Portfolio Definition - KPIs page. The values in these columns are the actual values for the KPI dimension members in the corresponding rows. Click the linked value in any row to access the KPI Detail page, where you can view additional detail for that KPI.

% of Target (percent of target)

The percent of target for the KPI dimension member (the percentage of the actual value compared to its target value). This column appears for a given KPI if the Show % of Target check box is selected for that KPI on the Portfolio Definition - KPIs page.

Displays the assessment results for the KPI dimension member. This column appears for a given KPI if the Show Assessment check box is selected for that KPI on the Portfolio Definition - KPIs page.

Trend

Displays the performance trend for the KPI dimension member. This column appears for this KPI if the Show Trend check box is selected for this KPI on the Portfolio Definition - KPIs page.

KPI Analysis Page

Use the KPI Analysis page (BC_PE_CKPI_ANLY_1) to analyze KPIs and composite KPIs.

Navigation

select Scorecards, then select View Scorecard Results, then select KPI Analysis
On the KPI Analysis page, click Search.

Image: KPI Analysis page

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

and

Click to expand or collapse the list of KPIs that make up a composite KPI. This option appears for only composite KPIs.

Click a KPI description to display data for the selected KPI in the chart and the grid areas of this page. The description of the selected KPI appears above the chart. The details for the selected KPI appears below the chart.

Search

Click to access the KPI Analysis search page, where you can specify the business unit, scenario, year, period, and KPI to analyze.

Weighting

Click to access the KPI Weighting page, where you can change the relative weighting for each component KPI.

KPI Rating

The grid is made up of the KPI dimension members and the percent of target that they achieved, the assessment image, and trend. If a composite KPI is selected, the grid will contain these same columns for each KPI that makes up the composite KPI.

The first column contains the description for the dimension, and lists the dimension members.

The KPI description appears in the next column, and lists the percent of target achieved. Click a percent-of-target value to access the KPI detail page, where you can review more information about the KPI results.

KPI Analysis - Weighting Page

Use the KPI Analysis - Weighting page (BC_PE_CKPI_ANLY_2) to change the weighting for KPIs that make up a composite KPI to display new results on the KPI Analysis page.

These results are not saved.

Navigation

Click the Weighting link on the KPI Analysis page. This link appears for composite KPIs only.

Image: KPI Analysis - Weighting page

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

Reset

Click to reset changes that were made in weighting to the displayed values in the weight column.

Calculate

Click to calculate the revised values and return to the KPI Analysis page to view the changed values in the chart and the grid. This does not change the database values.

and

Click to expand or collapse the list of KPIs that make up a composite KPI.

Each leaf represents a single KPI. A composite KPI may include standard KPIs or a combination of composite and standard KPIs.

Weight

Composite KPI

The KPIs that make up the composite

Weight

The weighting set in the definition of the composite KPI.

Revised

Enter the weighting that you want to display. The numbers must total 100 percent. Click the Calculate button to display the results of the weighting that you entered.

Analyze - KPI Tree Page

Use the Analyze - KPI Tree page (KP_ANALYZE_TREE) to navigate through the KPI analysis tree that is associated with a KPI.

Navigation

Click Analyze on the KPI Detail Page. On the Analyze page, click a tree description in the KPI Analysis Path grid.

Image: Analyze − KPI Tree page

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

and

Click to expand or collapse the KPIs that make up the KPI tree.

In the KPI tree, click a node description (a KPI description) to view information about the selected node and details of the KPIs in the level immediately subordinate to it in the Selected Node and Details grids, respectively.

Dimension Member

Displays the KPI's dimension members. Click a member description to access the KPI Detail page for that KPI dimension member, where you can view additional details.

Hierarchical KPI Page

Use the Hierarchical KPI page (KP_VIEW_NODE_KPI) to view assessment results for hierarchical KPIs by navigating through the KPI tree.

Navigation

Click the View Hierarchy button on various pages..
select Key Performance Indicators, then select View KPI Results, then select Single KPI, then select Hierarchical Dim

Image: Hierarchical KPI page

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

Tree Controls

The nodes of the dimension hierarchy tree for the KPI appear in the tree control area.

and

Click to expand or collapse the tree nodes to view the immediately subordinate members of that node, and their current assessment.

Click to view the detail values of the members of that node within the Detail group box.

Click to add the data for the selected node into the Details group box for analysis.

Details

Expand the Details group box to view details for the dimension tree nodes.

Initially, the information that appears in this group box is for only the selected node. The graph shows the actual values for the selected node, and the grid lists the assessment results, actual values, target values, and percent of target. If the node that is selected has children that are the detail dimension members, then the grid will also contain the KPI values for those dimensions members.

Click to access the KPI Detail page for the KPI dimension member.

Chart

Select to chart the associated data when you refresh the chart by clicking the Update Chart button.

Remove

Select to exclude the associated data from the Details grid when you click the Remove Checked button.

Update Chart

Click to refresh the chart.

Remove Checked

Click to remove the data for any dimension members for which you have selected the Remove check box.

Remove All

Click to clear all data.