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KPI and Metric Breakdown Overrides

You use overrides when you want to assign different thresholds or owners to KPI Breakdowns or Metric Breakdowns.

ClosedTo access:

To create a new override: In the Configuration details tab of a KPI Breakdown or Metric Breakdown, click the Add a Breakdown Override link in the Overrides area.

To edit an existing override: In the Overrides area of the Configuration details tab of a KPI Breakdown or Metric Breakdown, click the Edit button.

ClosedOverrides

When you configure a KPI Breakdown or a Metric Breakdown, its configuration (for example, formula, or period) is the same as the parent KPI's configuration. For details on KPI Breakdowns or Metric Breakdowns, see KPI Breakdowns.

You may want to have a different threshold or owner for specific "branches" of the KPI Breakdowns or Metric Breakdowns. In addition, you may want to change the thresholds of some of the KPI Breakdowns.

ClosedExample

If you define a breakdown by Incident Status for the MTTR KPI, the Dashboard displays information about:

  • MTTR
    • MTTR New
    • MTTR Open
    • MTTR Fixed
    • MTTR Closed

    • Where Open, New, Closed, and Fixed are the values of the incident status.

If you create a breakdown of breakdown by Priority for the MTTR by Incident Status KPI Breakdown, the Dashboard displays information about:

  • MTTR
  • MTTR New
    • MTTR New High
    • MTTR New Medium
    • MTTR New Low
  • MTTR Open
    • MTTR Open High
    • MTTR Open Medium
    • MTTR Open Low
  • MTTR Fixed
    • MTTR Fixed High
    • MTTR Fixed Medium
    • MTTR Fixed Low
  • MTTR Closed
    • MTTR Closed High
    • MTTR Closed Medium
    • MTTR Closed Low

    • Where High, Medium, and Low are the values of the priority.

    As you can specify a different threshold or owner to KPI Breakdowns using overrides, you might want to assign MTTR New to a specific owner, and MTTR Fixed High to another owner with different thresholds to better monitor MTTR.

ClosedImportant Information

Overrides work only for the dimension's value you select in the KPI result to override or in Metric result to override.

Override configurations are not propagated to:

  • The parent KPI or Metric or the parent KPI Breakdown or Metric Breakdown.
  • Other dimension's values for the same KPI Breakdown or Metric Breakdown.
  • The child KPI Breakdowns or Metric 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.

ClosedManage Overrides

You can override a KPI or Metric owners and thresholds for specific dimension's values of the KPI Breakdowns.

The override enables the end-user to add, in the Explorer page, annotations for the owner of the KPI Breakdown or Metric Breakdown instead of for the owner of the parent KPI or Metric. The parent KPI or Metric and the KPI Breakdown have the same thresholds but you can use the override so that to configure different thresholds to better fine-tune the monitoring of the objectives of an enterprise department and its different sections.

To create an override:

  1. Select in the Active KPI pane, the relevant KPI Breakdown or Metric Breakdown.
  2. In the Configuration details pane for that KPI or Metric, click Add a Breakdown Override link in the Override area.
  3. In the Add Breakdown Override dialog box that opens, select the relevant KPI result to override or Metric result to override, enter the relevant thresholds and select the owner.
  4. Click OK. The dialog box closes and the new override is displayed in the Override area of the Configuration details pane of the KPI Breakdown or Metric Breakdown.
  5. To save the change, click Save in the Configuration details pane.

ClosedUse Case - Create KPI Breakdowns and Configure Breakdown Override

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

ClosedAdd or Edit a Breakdown Override Dialog Box

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

UI Element

Description
Root KPI

Displays the name of the parent KPI or Metric.
KPI result to override/
Metric result to override

The field lists the values of the dimension you selected for the KPI Breakdown or Metric Breakdown. You can assign a different threshold, and a different owner for each one of the dimension's values.
Adjust threshold and owner details

Slide the arrows to select the relevant thresholds in the boxes attached to the arrows. The threshold is used to assign a status to the KPI Breakdown.

Note  You can only modify the central values of the threshold. You cannot modify the lowest and highest ends. The lowest and highest ends as well as the threshold structure (minimize, maximize, centralize, or Include marginal status (yellow) can only be configured at the level of the parent KPI.

For details on statuses, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates.
Owner Select the owner of the override.
OK

Click to save the changes. The override information is added to the Overrides area in the Configuration details tab of the KPI Breakdown or Metric Breakdown. The changes are saved only after you click the Save button in that tab.

After you save the change, the KPI Breakdown  or Metric Breakdown appears in the Overrides area in the Configuration details tab. You can then edit or delete these overrides from that list.

Cancel

Click to discard the changes you have made.

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