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Creating an expression KPI

Using KPI Manager, you can create an expression key performance indicator (KPI) to be used in your dashboard. An expression KPI uses a value that is based on other KPIs or user-defined functions, using an XPath expression that you define.

You must have the user role of KPI Administrator, Public KPI Administrator, or Personal KPI Administrator to perform this task.
To create an expression KPI with KPI Manager, complete the following steps:
  1. Click the Utilities tab of your dashboard navigation bar and then click KPI Manager.
  2. Select a Model and Version.
  3. Click Actions > New Expression KPI. The KPI properties window will open.
  4. Under the Name tab:
    1. Required: Type the name of the KPI into the KPI name field.
    2. Type any additional information you want to include with the KPI in the Description field.
    3. Under Access, select either Personal or Shared. The default privacy setting is Personal. Only you can view a personal KPI, while all users can view a shared KPI.
  5. Required: To specify the expression that will define the KPI value, click the Definition tab of the KPI properties table:
    1. Select a KPI from the list and click Add.
    2. Select an operator from the list and click Add.
    3. Select a user-defined function (UDF) from the UDF selection tree by clicking the ellipse button. Click Add to add the user-defined function to the expression field.
    4. To save and exit, click OK. To save and continue making changes, click Apply. To exit without saving, click Cancel.
  6. Optional: Click the Range tab of the KPI properties table to specify a target and range:
    1. In the Target field:
      • If the KPI is a decimal KPI, type a value for the target.
      • If the KPI is a duration KPI, click [...] and select values for day, hour, minute, and second.
    2. For the Range definition, select either Numerical or Percentage.
    3. To add a range, click Add.
    4. Type the range name by selecting the Range Name field.
    5. Type the start and end values of your range by selecting the Start Value and End Value fields.
    6. Under the Color column, click the color and use the color palette to select a color that will represent that range in the KPI. Click OK to save and apply the color. Click Cancel to exit without saving any colors.
    7. Under the Icon column, click the icon and use the icon palette to select an icon that will represent that range and the KPI's status. Click OK to save and apply the icon. Click Cancel to exit without saving any icons.
    8. To add another range to the bottom of the table, click Add.
    9. To delete a range from the table, click the delete icon.
    10. To save and exit, click OK. To save and continue making changes, click Apply. To exit without saving, click Cancel.
  7. Optional: Click the Other tab of the KPI properties table:
    1. Type the name of the KPI owner in the KPI owner field. This field will only be enabled during an edit of a KPI, not a creation. It is also only enabled for administrators to assign a new owner.
    2. Specify the display format of the KPI value:
      • In the Decimal place precision field, type the decimal place precision.
      • In the Currency field, select a currency symbol.
      • Click Show percent sign to display the percent sign in the KPI.
    3. Under Source of data used to calculate the KPI value, select whether you want to use All versions of the selected model or Current version of the selected model only. All versions of the selected model aggregates all the data points regardless of the model version used when the data points are collected. This is the common option.Current version of the selected model only aggregates those data points collected for this current selected model version only. This option is helpful when the KPI has incompatible changes from previous version of the same model.
    4. To save and exit, click OK. To save and continue making changes, click Apply. To exit without saving, click Cancel.
  8. To ensure your current setting are valid, click the Preview tab. Clicking Preview will automatically validate your specified settings. Click OK to save and exit. To save and continue making changes, click Apply. To exit without saving, click Cancel.



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