KPI Templates

Out-of-the-box templates of KPIs are available in the KPI Library pane. Each template has a unique name. All the values and thresholds of the Studio KPIs depend on their definition in the Configuration details and Calculation details tabs.

For details about KPIs, see The Scorecard KPI Engine.

ClosedTo access:

  1. Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant KPI or Unassigned KPI in the tree and then click either the Configuration Details or the Calculation Details tab.

ClosedKey Performance Indicators (KPIs) and Metrics, Formulas, Filters, Thresholds, Values, Trends, and Scores

For details about KPI and Metric formulas, filter, values, decimal precision, thresholds, status, score, and trend, see KPI and Metric Formulas, Filter, Threshold, Value, Trend, Score, and Decimal Precision.

ClosedView the template definitions

  1. Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant KPI or Unassigned KPI in the tree and then click either the Configuration Details or the Calculation Details tab.

ClosedConfiguration Details Tab for a KPI Template

This page displays the configuration details of the selected KPI template.

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

UI Element

Description

General KPIs
Name

The name of the KPI template.

Limitations: The maximum number of characters is 240.

Unit The unit of the KPI's value.
Description

The description of the KPI template.

Limitations: The maximum number of characters is 1000.

Calculation Period The time period used to calculate the value of the KPI (using the formula specified in the Calculation details tab).
Id

The Id of the 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 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
It can be:
  • Centralize. When the status of the KPI is best when it has either a specific value or its value is in a specific range, and higher or lower values are worse.
  • Minimize. When the status of the KPI is best when it is low.
  • Maximize. When the status of the KPI is best when it is high.
Threshold

The relevant thresholds are displayed in the boxes attached to the arrows. 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.

An empty lowest and highest ends means that the threshold is an infinite value (minus infinity and plus infinity). In such a case, the threshold uses the lowest and highest historical values of the KPI template.

The Threshold fields values increase from left to right.

Include marginal status (Warning)

This option is selected when the status of the KPI is either Good, Warning, or Critical.

This option is not selected when the status of the KPI is only Good, or Critical.

Additional Details
Business Motivation
The business motivation of the KPI.

ClosedCalculation Details Tab for a KPI Template

This page displays the calculation details for the selected KPI template.

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

UI Element

Description

<Business context>

The box displays the Business Context of the KPI template.

KPI Formula

The formula used to calculate the value of the KPI.

Filter

You use the Filter area to limit the range of data used for the KPI calculation.

The filter that limits the range of data on which the KPI is to be calculated.

Comments The Comments area may include a description of the formula and its purpose.