OBIEE11g “Beginner’s Guide” Hands-On guide Key Performance Indictor and KPI WatchLists History: Version Description Change Author Publish Date 0.1 Initial Draft Kuldeep Mishra 1st Jul 2012 0.1 1st Review Amit Sharma 5th Jul 2012 www.bispsolutions.com www.hyperionguru.com www.bisptrainings.com BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete “OBIEE11g Beginner’s Series” build on Sample OBIEE reports and Dashboard. Download our collection of “Beginner’s Series” for Oracle BI, Informatica, Data Stage product suite. There are 100s of case studies are available in our blog/site for free access for learners. Te below document focuses on implementing KPI and KPIs WatchList. Join our professional training program to learn from the experts.
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OBIEE11g “Beginner’s Guide”
Hands-On guide Key Performance Indictor and KPI WatchLists
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete “OBIEE11g Beginner’s Series” build on Sample OBIEE reports and Dashboard. Download our collection of “Beginner’s Series” for Oracle BI, Informatica, Data Stage product suite. There are 100s of case studies are available in our blog/site for free access for learners. Te below document focuses on implementing KPI and KPIs WatchList. Join our professional training program to learn from the experts.
Table of Contents.
i) What is KPIs. 1
ii)Implementing KPIs 2
i. Specify the General Properties 2
ii. Specify the Dimensionality 12
iii. Specify the KPI Status 14
iv. Add Related Documents for supporting details 16
What is KPI. A KPI is a measurement of a particular business process which is compared against specific goals and objectives of an organization. KPI’s are typically tracked over time as a way to monitor performance and drive business decisions to help improve upon that performance. KPI’s typically have both a goal and a status that reflects performance relative to the goal. In addition, KPI’s 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- General2- Dimensionality3-Thresholds4- 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. KPI’s can also be used to automatically trigger alerts to specific users using OBIEE’s 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 Edit Actual Value Formula.
formula in Column Formula. ClickOk. We see the Column Formula in Target Value. ClickData Format.
In order to show the output of the above formula, I’ve 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.
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.
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.
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 .
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.
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.
Add KPI window will display . Here in Time.Time Hierarchy select 2009.
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.
Add KPI window will display . Here in Time.Time Hierarchy select 2010.
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.
Add KPI window will display . Here in Offices. Offices Hierarchy select Genmind Corp.
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 Stockplus Inc.
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.