KPI Definitions


Specific KPI's are setup against KPI Groups. In turn these Groups are made available to Users.


KPI Groups


An opening List grid shows all KPI Groups that have been defined (1). To add a new Group simply press the 'Groups' Button (2)




Defining The KPI Group:


    1. Press  the Add Group button
    2. Type in a unique Group Key (eg: shortcode)
    3. Type in a meaningful Group Name
    4. Enter the Refresh Mins entry. This will set the refresh rate for all KPI's within this Group.


Note On Refresh Rates: If multiple users are able to access the KPI, the refresh of the data ocurrs at a 'Pool' level, not users individual Desktop level. Each Users KPI's then read from the Pool. This means the KPI query only needs to be run in a single process for all users who have KPI's linked to that Group, rather than that Query running multiple times. 




Defining KPI Group User Security Access


This screen allows you to select those groups each user has access to. These Groups will control the individual KPI's the user can place on their Desktops


Each KPI group is represented as a column on this screen.





Defining the KPI:


The KPI maybe a simply one result value eg: Count or Sum of something. You may optionally have a second 'Sub Value' result as well. 

eg:  


Primary Value: Count of Total Number of Open Sales Orders

Optional Secondary Value: Count of Open Sales Order that are Overdue



    1. Type in a Name for this KPI
    2. Select the Group this KPI is linked to (Remember this controls the Security and Refresh Rates)
    3. Select the appropriate Format for the Result
    4. The 'Good Direction' denotes the colour of the KPI when presented to the User. eg: If the Value is Good then colour is Green otherwise Red
    5. Where you have a second value defined in your query, always start this fields with {2} to indicate 2nd result. Then type your second result Heading
    6. Select whether the Threshold relates to the first or second result of your query
    7. Select the Operator Value either: < or > or =
    8. The Threshold is the trigger point the of the second result colour indicator
    9. The Trend Bucket is required to generate a simple 'Trend Line' in the KPI. Initially when a KPI is created, the initial trend line will be horizontal because there will not be any comparison statistical for it to generate. The Bucket denotes how often a trend should be measured. (NB: Be careful: The Refresh of the Group must be 'less than' the value here.)
    10. This controls the sequence the KPI is presented to the user when they choose a KPI from the Palette.
    11. Duplicate as new... Create a new KPI from an existing one and amend the new KPI to reflect your own requirements.
    12. Enter your SQL Stmt to return the KPI value(s). Ensure you do not return more than 2 values in your stmt.
    13. There are predefined tokens that will assist you when writing your SQL
    14. Save the KPI
    15. Once the SQL is complete, run a Test against it to prove the syntax is correct and the results are as you expect.
    16. Delete to Remove a KPI