KPI Formulas in KPI Scorecards
The kpis
structure in a kpiscorecard
can encapsulate formulas that calculate KPI comparisons.
In addition to KPI formulas, the kpis
structure can encapsulate all the KPI performance indicators that you want to compare. For more information, see KPI Comparisons in KPI Scorecards.
Each formula reference in the kpis
structure is represented by the kpi
structure. The following is an example of the kpis
structure:
...
<kpis>
<kpi>
<kpi>FORMULAPERCENT</kpi>
<formula>{SALES}/{QUOTA}</formula>
<lessismore>F</lessismore>
<hidden>F</hidden>
</kpi>
</kpis>
...
Set the kpi
element to any of the following values to define a formula expression:

FORMULACURRENCY

FORMULANUMERIC

FORMULAPERCENT
Use the formula
element to define the formula expression. These formulas are similar to those used in Excel. They can include functions and KPI IDs. For more information about valid KPI IDs, see KPI IDs Available for Scorecard Formulas.
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 <lessismore
boolean element to T if lower values from the calculated result are more preferable than higher values. When this element is set to T, downward arrows are green and upward arrows are red in the KPI scorecard.
Set the hidden
boolean element to T to hide the results of the formula from the KPI scorecard.
Set the label
value to the text that should appear as a row or column header in the KPI scorecard portlet.
For more information about kpi
elements, see kpi.