1. Creating Analyses and Dashboards in Oracle Transactional Business Intelligence
  2. Report Data
  3. Using KPIs and KPI Watchlists
  4. Create Agents from KPIs

Create Agents from KPIs

You can create an agent from a KPI by using the Create Agent option.

This option is available from the More list on the Catalog page and from the New Object list in the Scorecard Editor's Catalog pane. When you create an agent using this method, Oracle BI EE does the following:

  • Uses the KPI dimensions, dimension values that you specify, and status to create a condition that is based on the KPI and adds the condition to the Condition tab of the Agent editor.

  • Outputs the KPI as an analysis, saves the analysis to the catalog, and attaches the analysis to the Delivery Content tab of the Agent editor.

Use agents for KPIs and scorecards to monitor performance, continuous feedback, and real-time alerts. Use actions to align day-to-day decisions with your corporate strategy and to trigger alerts for out of the ordinary results.

  1. Locate the KPI from which you want to create an agent by using one of the following methods:
    • From the Catalog page, browse for and locate the KPI. In the Catalog area, click the KPI's More list and select Create Agent.
    • From anywhere in scorecard (Strategy pane, Initiatives pane, Scorecard Documents pane, Catalog pane, or any tab within the Scorecard editor), select a KPI, right-click, and select Create Agent.
    The Create New Agent dialog, shown here, is displayed.

    Description of ossm_create_new_agent.gif follows
    Description of the illustration ossm_create_new_agent.gif

  2. In the Name field, enter a name for the agent.

    The Agent editor is displayed and the information that you specified in the Create New Agent dialog defaults into the Condition tab and the Delivery Content tab of the Agent editor.

  3. (optional) Specify a description in the Description field.
  4. Select the location in which to save the new agent.
  5. Select the status that initiates the agent to deliver its content and execute its actions from the Trigger Agent if KPI Status is list.
  6. (optional) Select a value for the dimensions. Agents cannot have KPI dimensions with multiple values.
  7. Click OK.
  8. Complete and save the agent.