KPI Comparisons in KPI Scorecards

The kpis structure in a kpiscorecard can encapsulate all the KPIs that you want to compare.

Note:

In addition to KPI comparisons, the kpis structure can encapsulate formulas that calculate KPI comparsions. For more information, see KPI Formulas in KPI Scorecards.

Each KPI portlet reference in the kpis structure is represented by its own kpi structure. The following is an example of the kpis structure:

              ...
    <kpis>
        <kpi>
            <kpi>COGS</kpi>
            <comparevalueto>BANKBAL</comparevalueto>
            <comparewithprevious>F</comparewithprevious>
            <hidden>F</hidden>
            <invertcomparison>F</invertcomparison>
        </kpi>
        <kpi>
            <kpi>CUSTOM</kpi>
            <comparewithprevious>T</comparewithprevious>
            <comparisontype>RATIO_PERCENT</comparisontype>
            <hidden>F</hidden>
            <invertcomparison>T</invertcomparison>
        </kpi>
    </kpis>
    ...

You can set the value of the kpi element in each kpi structure to a KPI ID, such as COGS. By setting this value to a standard or custom KPI, you can perform comparisons using the comparevalueto, comparewithprevious, and comparisontype elements. For more information about valid KPI IDs, see KPI IDs Available for Scorecard Formulas.

The value of the comparevalueto element can reference a KPI ID.

Set the comparewithprevious Boolean element to T to compare the result of the KPI comparison with the comparison defined by the kpi structure above it.

The comparisontype element can be set to one of the following values:

RATIO_ABSOLUTE: KPI2 / KPI1
RATIO_PERCENT: 100 * (KPI2 / KPI1)
SUM: KPI1 + KPI2
VARIANCE_ABSOLUTE: KPI2 - KPI1
VARIANCE_PERCENT: 100 * (KPI2 - KPI1) / KPI1

Warning:

KPI scorecards do not support results that are unions of two comparisons. If you enter a KPI comparison and a date range comparison, the result is displayed as N/A. To work around this limitation, try defining the comparison as a formula instead. For example, instead of entering ESTIMATES for kpi, SALES for comparevalueto, and VARIANCE_PERCENT for comparisontype, enter FORMULAPERCENT for kpi and {SALES}/{QUOTA} for formula. See Defining KPI Scorecard Formulas.

Set the invertcomparison Boolean element to T when you want to invert the operation used to calculate the comparison type.

For more information about kpi elements, see kpi.

Related Topics