Setting Up KPI Comparisons
A variety of date ranges are available for KPI comparisons, which allow you to compare results for two date ranges or periods.
Many additional date ranges and period ranges are available for comparisons in KPI scorecards. Each scorecard can include multiple lines of KPI data and comparisons for multiple data ranges or periods. If you want to display KPI results for more than two date ranges or periods, see Creating a KPI Scorecard.
To set up KPI comparisons:
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Click Set Up in your Key Performance Indicators portlet’s menu.
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In the Set Up Key Performance Indicators popup, if the KPI is not displayed, click Add Standard KPIs or Add Custom KPIs , select the KPI, and click Done.
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In the Range column for the KPI, choose the first period of time for which data should be included in the KPI.
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Check the box in the Compare column.
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In the Compare Range column, choose the second time period for which data should be included in the KPI (and compared with the first period's data).
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Repeat steps 2 through 5 for each indicator that you want to include a comparison.
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Click Save.
After these setup steps, the KPI in your Key Performance Indicators Portlet now displays columns for the current period's metric, the previous period's metric, and the percentage change.
If you have set up a comparison for custom KPI and results are not displaying properly, the saved search on which the custom KPI is based may not satisfy related requirements. The saved search definition must:
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Not include any date fields defined as filters on the Criteria subtab
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Have only one field with a summary type (such as group, sum, or count) defined on the Results subtab.
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Have a date field defined as an available filter on the Available Filters subtab.
For more information, see Custom KPIs.