1. Using Oracle Business Intelligence for Oracle Taleo Enterprise Edition
  2. Creating a KPI

Creating a KPI

You must have one of the following user type permissions:

  • BI Author Developer

  • BI Tenant Administrator

Home > Oracle Business Intelligence
  1. To create a new KPI, do one of the following:

    • In the global header, hover the mouse pointer over the New menu, select KPI, and from the Select Subject Area dialog, select a subject area for the KPI.

    • From a scorecard, go to the Scorecard Documents pane or the Catalog pane, click the New Object icon list, select KPI, and from the Select Subject Area dialog, select a subject area for the KPI.

  2. On the KPI editor: General Properties page, specify the business owner, actual value, and target value, and indicate whether to enable trending to determine performance patterns. Oracle recommends that you enable trending because trending enables Scorecard to automatically display historical trend charts.
  3. On the KPI editor: Dimensionality page, select the dimensions (for example, Requisitions by Location and by Job Type) that you want to use to aggregate the KPI's actual and target values. Note that you should include a time dimension for most KPIs. Exceptions include constants or metrics that are defined as current snapshots, such as "Candidates Currently Scheduled for Interview."
  4. On the KPI editor: States page, indicate the desired goal based on KPI values (for example, "High Values are Desirable"), define the ranges that evaluate KPI values to determine performance status and score, and associate performance levels with actions.
  5. On the KPI editor: Related Documents page, add any external links or business intelligence objects to the KPI.
  6. On the KPI editor: Custom Attributes page, include as many as five custom columns. For example, you might add a column that shows units from a year ago.
  7. Save the KPI. Note the following items:

    • If you are creating a standalone KPI, then click Finish to save the KPI.

    • If you are creating a new KPI, then the Save As dialog is displayed where you specify the KPI's name and where you want to save the KPI. If you want the KPI to display within a scorecard's "Scorecard Documents pane", then save the KPI to the scorecard object's folder within the catalog.

    • If you are creating a KPI from a scorecard, then click Save from the Scorecard editor.