Working With KPIs PDF

OBIEE11g Beginners Guide Hands-On guide Key Performance Indictor and KPI WatchLists
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History: Version 0.1 0.1
Description Change Initial Draft 1st Review
Author Kuldeep Mishra Amit Sharma
Publish Date 1st Jul 2012 5th Jul 2012
www.bispsolutions.com
www.hyperionguru.com
www.bisptrainings.com
Table of Contents.
i)
What is KPIs. KPIs
1 2 2 12 14 16 20 21
ii) Implementing i. ii. iii. iv. v. vi.
Specify the General Properties Specify the Dimensionality Specify the KPI Status Add Related Documents for supporting details Adding Custom Attributes Creating KPI WatchList
What is KPI.
A KPI is a measurement of a particular business process which is compared against specific goals and objectives of an organization. KPIs are typically tracked over time as a way to monitor performance and drive business decisions to help improve upon that performance. KPIs typically have both a goal and a status that reflects performance relative to the goal. In addition, KPIs normally are dimensionalized meaning they can be analyzed by any number of defined dimension attributes associated with the KPI. One of the important new features is Performance Management objects in the new version of OBIEE 11g. These kind of features were not implemented in the previous version There are 4 parts for creating the KPI: 1- General 2- Dimensionality 3-Thresholds 4- Related Documents KPI in OBIEE 11g can be used an analysis dashboard to allow a user to view KPI performance and drill into the details to understand why a KPI value may be off target. KPIs can also be used to automatically trigger alerts to specific users using OBIEEs agent mechanism when KPI target values reach critical status levels.
Below are the steps one can follow to build the KPIs
Step#1 Specify the General Properties
To create KPI login into Analytics and go to right pane ClickNew and select KPI and SelectSample Headcount as Subject Area.
After selecting subject area creating KPI General Properties window will display. Here we write in DescriptionThis KPI tracks the Average revenue per FTE , Click Value Formula. Edit Actual
After Click Edit Actual Value Formula. Edit Formula window will display. Here we write Filter expression in Column Formula.
ClickOk We see the Column Formula in Actual Value . Click
Edit Target Value Formula.
After Click
Edit Actual Value Formula. Edit Formula window will display. Here we write
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formula in Column Formula. ClickOk. We see the Column Formula in Target Value. Click Data Format.
In order to show the output of the above formula, Ive prepared here another answer request so that one can easily identify the output of above expression. To check the output please follow the below steps. Open another browser window and create a new Answer request. GO to Analytics and ClickNew and SelectSample Headcount as Subject Area. Below are the additional optional steps to showcase the output of the Actual and Target Value in separate answer request.
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Select columns
Time(T05 Per Name Year) Edit Formula.
Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingYear
ClickOk. Here we ClickResult and see Result. This is the output with no formula associated
Simple Calculations(41 Average Revenue by FTE) Edit Formula.
Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingActual Value and Folder HeadingAvg Revenue per FTE.
Now in Column Formula we write a Filter expression.
ClickOk. Simple Calculations(41 Average Revenue by FTE) Edit Formula.
Edit Column Formula window will display. Here we SelectColumn Heading and Contains HTML Markup and Column HeadingTargetl Value and Folder HeadingAvg Revenue per FTE. Here we ClickFunction and SelectAgo Function.
ClickOk. Now ClickResult.
After ClickResult, we see result like below.
So as you can see the Step#1b Now set the properties: After Click Data Format. Data Format window will display. Here Treat Numbers AsCurrency, Currency SymbolUser's Preferred Currency, Negative FormatParentheses(123) , Decimal Places0, CheckUse 1000's Separator.
ClickOk. After set all properties of data format , we see data format. CheckEnable trending , Compare to prior"Time"."T03 Per Name Qtr" , Tolerance0 , SelectChange from drop down list.
After set all properties of General Properties. Step#2 Specify the Dimensionality ClickDimensionality or ClickNext.
After ClickDimensionality. Dimensionality window will display. ClickAdd.
After ClickAdd. Add New Dimension window will display. Here we SelectTime Hierarchy.
ClickOk. Again Click on Add in Dimensionality window. Add New Dimension window will display. Here we SelectOffices Hierarchy.
ClickOk. After ClickOk , We see Dimensions and Values within Define KPI value for.
Step#3 : Specify the KPI Status ClickStates or ClickNext.
After ClickStates or ClickNext. States Dimensionality window will display .Here Uncheck define as % of target value, Click Thresholds.
After Click
Thresholds. Edit Formula window will display. Here we write column formula.
ClickOk.Here we see column formula. Now, Again Click
Thresholds.
After Click
Thresholds. Edit Formula window will display. Here we write column formula.
As you can see in the above formulas in between Ok and Warning and Warning and Critical, these are not constant values. It is depends on above formula. Avg Revenue by FTE should be in between 0 to 30%. ClickOk. Step#4 : Add Related Documents for supporting details Here we see column formulas then ClickRelated Documents or ClickNext .
After ClickRelated Documents. Related Documents window will display. Here we ClickAdd.
After ClickAdd. Add related document window will display. Here we show NameStock Option performence , TypeLink, Linkhttp://finance.yahoo.com/q?s=orcl
ClickOk. Here we see the related document and again ClickAdd.
After ClickAdd. Add related document window will display. Here we show NameWall Street Journal , TypeLink, Linkhttp://www. WallStreetJournal.com
ClickOk. Similarly, Again ClickAdd in Related Document window. Add related document window will display. Here we show NameHR Website , TypeLink, Linkhttp://www.Oracle.com/PeopleSoft .
ClickOk. Here we see the related documents and again ClickAdd.
Add related document window will display. Here we show NameSales Analysis Website , TypeCatalog , ClickBrowse.
After ClickBrowse. Select an object from the BI Catalog.
ClickOk. In Add related document window, Catalog/shared/1.Quick demos/_portal/1.1 Simple Demo Dashboard/Brand Analysis.
ClickOk. After ClickOk,Here we see the related documents. Step#5: Adding Custom Attributes
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ClickCustom Attributes or ClickNext.
After ClickCustom Attributes , Custom Attributes window will display. Here we Click As.
Save
After Click
Save As. Save As window will display.
ClickOk. Step#6 Creating KPI WatchList To create KPI Watchlist login into Analytics .ClickNew and select KPI Watchlist.
New Kpi Watchlist window will display. Drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
Add KPI window will display . Here in Time.Time Hierarchy select 2008.
ClickOk. Here we see the Average Revenue per FTE in New Kpi Watchlist pane. Now again drag Average Revenue per FTE from Catalog pane and drop into New Kpi Watchlist pane.
The same KPI has been places with different Prompt values Year(2008,2009,2010).
Add KPI window will display . Here in Offices. Offices Hierarchy select Genmind Corp.
Add KPI window will display . Here in Offices.Offices Hierarchy select Stockplus Inc.
Add KPI window will display . Here in Offices.Offices Hierarchy select Tescare Ltd.
ClickOk. Here we see the Final Kpi Watchlist.
Same KPI has been placed three times with different prompt values. Offices Hierarchy as i) Genmind Corp ii) Stockplus Inc iii) Tescare Ltd

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OBIEE11g Beginners Guide Hands-On guide Key Performance Indictor and KPI WatchLists

History: Version 0.1 0.1

Description Change Initial Draft 1st Review

Author Kuldeep Mishra Amit Sharma

Publish Date 1st Jul 2012 5th Jul 2012

What is KPIs. KPIs

ii) Implementing i. ii. iii. iv. v. vi.

ClickOk We see the Column Formula in Actual Value . Click

Edit Target Value Formula.

Time(T05 Per Name Year) Edit Formula.

Simple Calculations(41 Average Revenue by FTE) Edit Formula.

Now in Column Formula we write a Filter expression.

ClickOk. Simple Calculations(41 Average Revenue by FTE) Edit Formula.

ClickOk. Now ClickResult.

After ClickResult, we see result like below.

After ClickDimensionality. Dimensionality window will display. ClickAdd.

Step#3 : Specify the KPI Status ClickStates or ClickNext.

ClickOk.Here we see column formula. Now, Again Click

ClickOk. Here we see the related document and again ClickAdd.

ClickOk. Here we see the related documents and again ClickAdd.

After ClickBrowse. Select an object from the BI Catalog.

ClickCustom Attributes or ClickNext.

Save As. Save As window will display.

ClickOk. Here we see the Final Kpi Watchlist.

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