working with kpis.pdf

OBIEE11g “Beginner’s Guide”

Hands-On guide Key Performance Indictor and KPI WatchLists

History:Version Description Change Author Publish Date0.1 Initial Draft Kuldeep Mishra 1st Jul 20120.1 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.

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

v. Adding Custom Attributes 20

vi. Creating KPI WatchList 21


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.


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


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.


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 DimensionalityClickDimensionality 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


ClickCustom Attributes or ClickNext.

After ClickCustom Attributes , Custom Attributes window will display. Here we Click Save As.

After Click Save As. Save As window will display.


ClickOk.Step#6 Creating KPI WatchListTo 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.


Add KPI window will display . Here in Offices. Offices Hierarchy select Genmind Corp.



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.



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

working with kpis.pdf

Documents

folder headingavg

kpi watchlist

drag average

add kpi window

edit formula

click data

write column

data format