Configure and Publish Peer Benchmarks

To configure Peer Benchmark, you need to create a segment, create a benchmark, and publish the custom configuration..

Ensure you Enable Peer Benchmark before configuring. See Enable Peer Benchmark.
  1. In Oracle Fusion Data Intelligence Console, click Data Configuration, and then click Custom Data Configurations.
  2. Click Create and then select Benchmark. .
    Description of pb-customdataconfig-createbenchmark.png follows
    Description of the illustration pb-customdataconfig-createbenchmark.png

  3. From the Benchmark Configuration screen, click Create Segment and populate the fields.
    • Domain: Select People Leader. People leaders are line managers.
    • Segment Name: Enter a name using a series of letters.
    • Segment Id: Enter a segment ID using the alphanumeric format ABCD_XX.
    • Select members: Select people leaders (line managers for example) who need to access this segment

    Description of pb-benchmarkconfiguration-createsegment.png follows
    Description of the illustration pb-benchmarkconfiguration-createsegment.png

  4. Click Save.
  5. Repeat Step 1 to create additional segments.
  6. In the Benchmarks tab, click Create Benchmark and populate the fields.
    • Benchmark Name: Enter a name using a series of letters.

      Note:

      Note: Don’t use the word Benchmark by itself
      .
    • Benchmark ID: Enter a name using a series of letters. (should be alphanumeric)
    • Template: Select one of the defined templates from the list.
    • Domain: Select the appropriate domain, such as People Leader.
    • Segment Name: Segments created in the previous steps will be listed. Select the segments to which the benchmark will apply to.
    • Period: The completed period for which the benchmark will be applied (Year/Quarter/Month). The current period isn’t considered because it’s ongoing.
    • Period Count: The number of periods on which the benchmark apply (for example 1 year/ 6 Quarters/ 3 Months).
  7. Click KPIs to select the metrics to apply the benchmark.
  8. Click Attributes select the default attributes for the benchmark
  9. Click Save to apply the settings to the benchmark you created.
  10. Repeat steps 6-9 for each benchmark you want to create.
  11. Select Templates to see the prebuilt templates and the associated functional area information.
  12. When you’re done creating all the segments and benchmarks, click Save and Exit.
  13. From the Custom Data Configuration page, select the benchmark data configuration you want from the Actions (…) menu.
  14. Click Options, and then click Publish.
    • You see the publication schedule for the benchmarks.
    • When the publication schedule is complete, the status changes from 
      In Progress
      to 
      Completed
      .