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  4. Creating a KPI Scorecard
  5. Defining KPI Scorecard Comparisons

Defining KPI Scorecard Comparisons

You can define KPI scorecard comparisons when you are creating a new scorecard or editing an existing scorecard.

To define KPI scorecard comparisons:

  1. Click Customize from the KPI scorecard portlet dropdown list.

  2. On the KPIs subtab of the Content subtab, select a KPI from the KPI list.

  3. In the Compare Value to list, select a KPI to compare to the first KPI you selected.

  4. If you selected a custom KPI from either dropdown list, go to the Custom subtab, and in the corresponding custom KPI list there, select the saved search to be used as the basis for the custom KPI.

    Only saved searches with a date field defined under Available Filters are available for use as custom KPIs in scorecards. The exception is if you enable the Use Periods option for a scorecard. Then only saved searches with a Period filter defined under Available Filters are available.

    Note that KPI scorecard custom KPI definitions are different from Key Performance Indicators portlet custom KPI definitions. For more information, see Custom KPIs.

  5. Check Compare with Previous if you want to compare the results of this comparison to the comparison defined in the row above this one on the KPIs subtab.

  6. Select one of the following comparison types:

    • Variance (Percent) : 100*(B-A)/A

    • Variance (Absolute) : B-A

    • Ratio (Percent) : 100*B/A

    • Ratio (Absolute) : B/A

    • Sum : A + B

  7. Check Invert Comparison if you want to invert the operation used to calculate the comparison type.

  8. Enter a Label for the KPI if you want something other than the KPI name to display as a row or column header in the portlet.

  9. Click Add, if you are adding a new KPI to the scorecard, or OK, if you are editing an existing KPI entry).

Warning:

KPI scorecards do not support results that are unions of two comparisons. If you enter a KPI comparison as a row on the KPIs subtab and also enter a date range comparison on the Date Ranges subtab, that KPI comparison displays a result of N/A in the KPI Scorecard portlet. To work around this limitation, try defining the comparison as a formula instead. For example, instead of entering Quota for KPI, Sales for Compare Value To, and Variance (Percent) for Comparison Type, enter Formula (Percent) for KPI and {SALES}/{QUOTA} for Formula. See Defining KPI Scorecard Formulas.

Related Topics

General Notices