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Recalculation

If you have configured an active KPI and you have modified or configured its formula, filter, or threshold, the value, status, and trend of the KPI, and of the related Objectives, , must be recalculated to display the corresponding data, in the Dashboard. You perform the historical calculation (recalculation) for each KPI within the selected business context from the selected date (up to one year back) till the current date.

ClosedTo access:

Select the relevant KPI, click the Calculation options button, and select the option, in the Active KPI pane.

You can recalculate all results for the selected universe/context from the selected date (up to one year back) till the current date.

ClosedPerform a Recalculation

  1. Prerequisite

    You have created or modified the formula, filter, or threshold definition of a KPI. For details, see KPI or Metric Formula or KPI or Metric Filter.

  2. Recalculate historical information

    When you change the definition of a KPI (formula or threshold), the change impacts the KPI's value and impacts the Objectives related to the KPI. You may want to recalculate the historical (past) information related to the KPI.

    To recalculate the historical (past) information:

    1. In the Active KPIs pane, select the KPI you have modified.
    2. Click the Calculation options button in the Active KPIs toolbar, and select the   option.
    3. In the Recalculate dialog box that opens, select the relevant context and recalculation start date, and click Calculate.

    4. Select the I understand the implications of this process and would like to proceed with the calculation option to proceed with the recalculation.

      The historical recalculation is performed for the KPIs configured on the relevant context for the selected context (datasource). You specify the date from which the historical calculation is performed. The calculations are performed for one year back from the selected date up to the current date.

    Note  

    • Recalculations cannot be performed in parallel. To perform a new recalculation you must wait until the current recalculation finishes.
    • The recalculation process is CPU-heavy. It should be performed only when necessary.

  3. Results

    The recalculated data is displayed in the relevant components in the Dashboard.

ClosedRecalculate Dialog Box

This dialog box enables you to specify how to recalculate all the KPIs, Objectives, values, trends, and statuses, for the context of the KPI whose formula, filter, or threshold you have modified, from the selected date (up to one year back) till the current date.

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

UI Element

Description
Universe/context for recalculation

Select the relevant universe/context for which you want to recalculate all results.
Recalculation start date

Select the date from which to start the historical recalculation. The recalculation is performed for the period starting from the specified date till the current date.

Limitation:

  • The recalculation period is limited to 1 year back from the date you specified in the Recalculation Start Date.
  • If the KPI or Metric period is Daily, then the recalculation time frame is by default 30 days from the date you specified in the Recalculation Start Date. The default can be modified; for details, see Settings - Engine Settings
I understand the implications of this
process and would like to proceed
with the calculation

Select this option to proceed with the recalculation.
Calculate

Click to start the recalculation.

Limitations: You perform the calculation for the selected period of each KPI within the selected business context.

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