Develop > Customize KPIs, Metrics, Pages, and More > Enrich the Dashboard Contents in the Studio > KPI Breakdowns

KPI Breakdowns

You can create and manage Breakdowns for a KPI according to the KPI dimensions.

  • The total number of KPI Breakdowns (STUDIO and on-Demand) is limited to 5000 per dimension.
  • If the calculation of a KPI or Metric ends in error, check the engine.log for a number of Breakdowns being larger than the default value. You can update the default value in $HPBA_Home\glassfish\glassfish\domains\BTOA\config\settings\engine-settings.xml to be more or less 5000. 5000 is the recommended breakdown size. Larger numbers may bring performance and stabilization issue.

ClosedTo access:

Select a KPI Breakdown in the Active KPIs pane.

ClosedAbout KPI Breakdowns

A KPI represents all or part of a business context (universe). The value of the KPI is calculated based on the entities (facts or dimensions) that provide information on the business context. A business context can include lots of facts or dimensions.

Example

  • The Attrition Rate KPI for the whole company is composed of the attrition rates for each organization in the company, and those are composed of the attrition rates of each group in the organization. The Attrition rate KPI is calculated using the number of employees in the company and the number of employees who have left the company to pursue other interests or who have retired.
  • A ticket that includes information about the department, the subject, the location of the problem, and additional information.

The administrator creates multiple levels of KPI Breakdowns depending on the definition of the KPI and on the KPI universe. These definitions provide the different levels of breakdown that enable you to obtain very detailed information.

Example The executive wants to know what is the attrition rate for the whole enterprise. If the dimensions of the Attrition Rate KPI are organizations in the enterprise, groups, and location, then the administrator can create KPI Breakdowns of the attrition rate per organization, and groups, and then per location. This would provide the executive with the capability to drill down from the attrition rate for the whole enterprise, through the organizations and sub-organizations of the enterprise to the attrition rate of the smallest organization in a specific location.

In the Studio, you can configure Breakdowns according to their dimensions. For each KPI, a list of the relevant entities is provided in a menu and the dimensions of these entities in sub-menus. KPIs can have many levels of breakdowns (limited to 6 levels).

Note  When you configure the breakdown you are locking the context of the KPI for which you are creating the Breakdown because the Breakdown inherits the definitions of the KPIs (for example, the Period definition). You cannot specify a different definition for the Breakdown, and you cannot change the definition of the KPI for which you have created Breakdowns. To unlock the KPI context you must remove the Breakdown.

The list of fields that are available for breakdowns is configured in the Context Designer. By default,numeric fields are not dimensions, therefore they are not available for breakdowns. If you want them to be available for breakdown, open the Context Designer and in the Entities area, click to enable the creation of Breakdowns. For details, see Semantic Layer - Context Designer

Date fields are not available for breakdowns.

Tip  

  • If you change the name of a KPI that has KPI Breakdowns or the name of a Metric that has Metric Breakdowns, you must perform a new calculation to update names of their overrides. For details about overrides, see KPI and Metric Breakdown Overrides.
  • The names of the KPI or Metric Breakdowns are not automatically updated after you change the name of the KPI or Metric parent even after a new calculation.You must access the Studio and manually change the names of the KPI or Metric Breakdowns to match the new parent KPI or Metric names.

ClosedImpact of changes to configurations in the Studio on the display in Dashboard and the EXPLORER tab

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

ClosedDimension Permissions

The administrator can provide permissions at the level of a dimension and its entities (Breakdown and its values). An end-user with such a permission can view data in the Dashboard and Explorer only at the level of the specific Breakdown. For details, see Users and Roles - Dimension Permissions

Example: An end-user should be able to view only the results of KPI\Metric Breakdowns for the EMEA location and not from other locations. That end-user should not even have the option to select other locations. In the Dashboard page, after the end-user selects to view the results by Location: EMEA, the entire page is refreshed filtered for the Location:EMEA entity.

ClosedCreate a KPI Breakdown

  1. Click the Studio button (top right corner) to open the Studio.
  2. In the Active KPIs pane, perform one of the following actions:
    • Select the relevant KPI, and click the Create a breakdown for the KPI button in the toolbar.
    • Right-click the relevant KPI, and select Breakdown in the menu that opens.
  3. In the list of entities that opens, select the required dimension.

  4. The KPI Breakdown is inserted as a child of the KPI with the Breakdown icon.

    Example A typical KPI Breakdown:

  5. You can add more than one breakdown.

ClosedCreate a KPI Breakdown of a KPI Breakdown

  1. Click the Studio button (top right corner) to open the Studio.
  2. In the Active KPIs pane, perform one of the following actions:
    • Select the relevant KPI Breakdown, and click the Create a breakdown for the KPI button in the toolbar.
    • Right-click the relevant KPI Breakdown, and select Breakdown in the menu that opens.

  3. In the menu that opens, select the required entity, and if relevant select the required dimension.

    A new KPI Breakdown is inserted as a child of the KPI Breakdown in the relevant Scorecard tree with the Breakdown icon.

    Example A KPI Breakdown of a KPI Breakdown:

  4. You can add more breakdown levels depending on the selected dimensions. The dimensions you selected in higher levels of the breakdown are disabled for lower levels.

ClosedRemove a Breakdown

To remove a Breakdown, proceed as follows:

  1. Click the Studio button (top right corner) to open the Studio.
  2. In the Active KPIs pane, perform one of the following actions:
    • Select the relevant KPI Breakdown, and click the Delete the currently selected node button in the toolbar.
    • Right-click the relevant KPI Breakdown, and select Delete option in the menu that opens. If you select a Breakdown that has child Breakdowns, these child Breakdowns are also deleted after you confirm the action.
  3. Confirm the deletion when you are prompted to do so.

ClosedUse Case - Create KPI Breakdowns and Configure Breakdown Override

For details, see Create KPI Breakdowns and Configure Breakdown Override.

ClosedConfiguration Details Tab for a KPI Breakdown

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
General - KPI Breakdown
Entity The name of the entity you selected when creating the KPI Breakdown.
Dimension The name of the dimension you selected when creating the KPI Breakdown.
Name
The name of the KPI Breakdown.
Its format is
<KPI_name> by <entity_name> <dimension_name>.
Description

The description of the KPI.

Limitations: The maximum number of characters is 1000.
Id

The ID of the parent KPI. It is automatically assigned.

This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting.
Type

The type of the parent KPI. It is automatically assigned.

This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting.
Result Threshold

 
Direction

Displays the threshold direction selected for the parent KPI. For details, see KPI or Metric Configuration and Calculation Details.

Example

  • If you are measuring the Employee Attrition rate, the lower the value the best the attrition rate, so you would select Direction=Minimize.
  • If you are measuring revenue, the higher the value, the best the revenue, so you would select Direction=Maximize.
Threshold

Displays the threshold values selected for the parent KPI. For details, see KPI or Metric Configuration and Calculation Details.

Enter in each of the boxes the values to be used as a threshold. The threshold is used to assign a status to the KPI. For details on statuses, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates.

Example As the measurement unit of the Employee Attrition rate is a percentage, the limits of the threshold are 0 and 100. You can decide that a good attrition rate for your company or group is between 0% to 5% (green), a warning rate is between 5% and 10% (yellow), and a bad rate is between 10% and 100% (red).
Include marginal status (Warning)

Displays whether you selected this option or not when you configured the parent KPI. For details, see KPI or Metric Configuration and Calculation Details.

Overrides

Add a breakdown override
Click to open the Add a Breakdown Override dialog box. For details, see KPI and Metric Breakdown Overrides.
Name

The name of the override you just created. Its format is:
<KPI_name>: <result_kpi_to_override>
Edit. Click to edit the selected override. For details, see KPI and Metric Breakdown Overrides.
Remove. Click to delete the selected override.
Test KPI

Click to test the KPI.

 The button is disabled for KPI Breakdowns.

Save Click to save the changes.
Discard Click to discard the changes you have made since the last Save operation.

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