Create a KPI

Create a KPI using elements available in data and projects.

Measurements, targets, and related measurements must be facts.

• Measurement is the single column that is being assessed in the KPI.
• Target generates a status for the KPI card. A specified target in combination with the Target Goal determines what kind of condition templates are available, which can be modified as needed. You can add multiple Targets.
• Use Related Measurements as supplemental information in a card’s visualization.
• Measurement, Target, and Related Measurement include properties settings for number format customizations for that number.

Time levels, related grouping categories, and filters must all be dimensions.

• Time level columns map a KPI to a specific business calendar and then later filter a KPI Card based on time
• If you don't want a KPI to reference time or a calendar, deselect Time-based KPI.
• To associate a Time-based KPI with a specific calendar, select Column-driven, Gregorian, or Enterprise for the Calendar Type.
  • Column-driven calendars use a specific column to dynamically select the correct calendar. For example, your organization may use different business calendars based on Ledger or Business Unit. A “Ledger - US1” filter referencing a US GAAP chart of accounts might use the April to May calendar, while a second “Ledger-US2” filter referencing an IFRS chart of accounts might use a non-standard calendar. To accommodate each scenario, select a type of column for the calendar to be based on in the Calendar Based On list. Then specify the appropriate data column in the last field. You can use the default column, or you can select an alternate column manually. The column you select maps to and determines the correct calendar.
  • Gregorian is the Gregorian solar calendar with 12 months of 28–31 days each.
  • Enterprise is a common calendar defined in the application setup.
• Use the application data to add Time levels for year, quarter, and period. For most calendars, period is the same as month except, for example, in the case of an asset calendar, monthly period grain isn't applicable and alternate period can be specified, if required. For all calendars, all levels aren't required, however you can only filter a KPI card to the grain provided in the KPI.

1. From the Home page, click Navigator and select KPIs.
2. On the KPIs page, click Create.
3. In the Add Dataset dialog, select the Subject Area(s) or Dataset(s) you want to use.
4. Enter the Name, Description, and Owner of the KPI in the Overview section. Name is required.
   By selecting the KPI Name in the Data Pane, the properties for the KPI can be set. These include more nuanced configuration of data blending, and details around the properties and behavior of the KPI. A Target Goal defines the desired business goals for the KPI such as Hit Target, Stay Above Target or Stay Below Target. These are used to evaluate the KPI’s status against the Target. The Trends Goal can also be specified, and this is seen on the KPI card as a positive or negative directional arrow based on the optimal, selected direction.
5. Drag and drop elements from the Data Pane to the Data fields.
6. Create calculations by clicking the plus sign (+) next to KPI Calculations and using the Expression Editor to formulate the equation. Double-click Data Elements and Expression options to add them to the equation. Validate the equation before saving it.
7. Add links to cards, projects, stories, or dashboards, or external URLs. You can rearrange links to display them in a specific order.
8. Click Data Preview at the bottom of the screen to see a preview of the resulting data used to generate any card subsequently created from this KPI.