KPI or Metric Configuration and Calculation Details

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.

In this section, you will learn how to modify a KPI configuration. Click the Studio to open the Studio.

1. Click the Studio button (top right corner) to open the Studio.
2. In the Active KPIs pane, select the KPI you'd like to modify.

3. In the Configuration Details pane:

   1. In the General – KPI area, you can change the KPI name, you can select a different unit or enter a custom unit. You can change the Calculation period.

   2. In the Result Threshold area, you can change the threshold direction, include the marginal status, and set the threshold boundaries by dragging the handles.
   3. In the Additional Details area, you can add to the KPI, additional information that will be shown in the Dashboard and the Explorer tab. In the Business Motivation enter the relevant motivation.

   4. In the Additional Info area, you can add information that will be displayed with the KPI. It can be a URL, a Dashboard page, or a report.

      You can also set an owner for the KPI. The owner will receive the annotations set for the KPI in the Dashboard page or in the Explorer tab.

   5. Save your changes.

4. In the right pane, click the Calculation Details tab.

   1. Click Open Formula Builder to modify the KPI formula.

      How to modify the formula is detailed in another section.

   2. Click Open Formula Filter to modify the KPI filter.
   3. In the Comments field, add any additional information.
5. Remove the current formula and start creating your own formula.
6. Click Save to save your changes.

7. Use the Test KPI button to check if the result you are getting according to the configuration, meets your expectation. If not, modify it and check it again.

In this section you will learn how to create a new Metric.

1. Click the Studio button (top right corner) to open the Studio.
2. In the Active KPIs pane, select the Public Metrics and KPIs directory and click the Create a new entity icon and select Metric.

3. Name the new Metric, enter a description, set the units and the calculation period. Click Create to complete the Metric creation.

   For more details, see KPI or Metric Configuration and Calculation Details.

4. Click the Calculation Details tab to select the relevant Business Context and to set the formula and filter. Once you are done, click Create .
5. To find out the expected result for the Metric you created, click the Test Metric button. If the result does not meet your expectations, modify the Metric formula and check again to check the expected result.

6. Once the Metric you created is ready to be calculated, launch the Engine by clicking Calculate now. For more details, see Calculation.

   The engine will calculate the new Metric result and you will be able to view it in the Dashboard.

The calculation result of an Objective is based on its KPIs, so the Calculation Period of an Objective and of its KPIs must be the same. If an Objective has KPIs you cannot change its Calculation Period and you cannot change its KPIs Calculation Period directly. To change the Calculation Period of the Objective or of its KPIs, go to STUDIO:

1. In the Active KPIs, unassign the KPI from the Objective as follows:

   1. Right-click the KPI and select Delete.

   2. Select Un-assign this specific KPI from the Objective, and click Yes.

      The KPI is then moved to the Public Metrics and KPIs folder.

2. Change the Calculation Period of either the Objective or of the KPI to match.
3. Click the Objective and click Add KPI. Select the relevant KPI and click the arrow to move the KPI to Assigned KPIs, and click OK.