Defining KPI Scorecard Formulas

You can define formulas to calculate KPI comparisons when you are creating a new scorecard or editing an existing scorecard. These formulas are similar to those used in Excel, and can include functions and KPI IDs. A Formula popup page, available from the KPI scorecard record, provides dropdown menus that you can use to build formula expressions.

• To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard, and Entering Basic Scorecard Information.

• To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.

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 Comparisons.

To define KPI scorecard formulas:

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

2. On the KPIs subtab of the Content subtab, select a formula from the KPI list. The following choices are available:

   • Formula (Currency)

   • Formula (Numeric)

   • Formula (Percent)

3. Enter the formula's expression in the Formula column. Click the Set Formula icon to open the Formula popup. In this popup, you can:

   • Select from the Function list to add functions to the formula.

   • Select from the KPIs dropdown list to add KPI IDs to the formula. For a list of IDs and their corresponding KPI names, see KPI IDs Available for Scorecard Formulas.

   • Edit the formula directly in the Formula field.

   When you have finished entering the expression, click Set.

4. If you included a custom KPI in a formula, go to the Custom subtab, and in the corresponding custom KPI list, 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.

   KPI scorecard custom KPI definitions are independent of the custom KPIs selected for display in the Key Performance Indicators portlet. For more information, see Custom KPIs.

5. If lower values are preferable for this formula's results, check the box in the Less is More column. When this option is enabled, downward arrows are green and upward arrows are red in the KPI scorecard portlet. (The default is the reverse.)

6. If you do not want this formula's results to display in the scorecard, check the Hidden box. This option is available so you can use a formula as the basis for another displayed comparison.

7. Enter a Label for the formula. This label appears as a row or column header in the portlet.

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

Related Topics

Creating a KPI Scorecard

Entering Basic Scorecard Information

Defining KPI Scorecard Comparisons

Defining KPI Scorecard Date Ranges or Periods

Highlighting KPI Scorecard Results

Sharing a Custom KPI Scorecard

General Notices