Measuring results with KPI - OBIEE 11g

KPIs are:
• Metrics to measure the performance of an organization relative to its strategic objectives.

KPIs are measurements that define and track specific business goals and objectives that often roll up into larger organizational strategies that require monitoring, improvement, and evaluation.

KPIs have measurable values that usually vary with time, have targets to determine a score and performance status, include dimensions to allow for more specific analysis, and can be compared over time for trending purposes and to identify performance patterns.

Using KPIs in OBIEE: 

KPI Value: Calculation used to determine KPI value
– Example:((Sales – Cost)/Sales) x 100%
• KPI Target: Quantifiable goal for each measure
– Specified for a specific time frame
• KPI Threshold/Range: Defined range of values against which a KPI is compared
– Examples: OK, Warning, and Critical
• Assessment value: Value to which each KPI must evaluate
• Status/color: Result of an assessment and associated color

KPI status is determined by comparing its actual value against its named ranges that you
define. The performance status of a KPI is represented throughout the system using a
provided or custom status symbol that you assign to each range. In this example five ranges
are defined for a product sales KPI in which high values (those exceeding 125) are desirable.

• • x< = 50: Values less than or equal to 50 indicate critical performance.
• • 50 < x <= 80: Values greater than 50 but less than or equal to 80 indicate a warning of poor performance.
• • 80 < x <= 100: Values greater than 80 but less than or equal to 100 indicate acceptable performance.
• • 100 < x < =125: Values greater than 100 but less than or equal to 125 indicate good performance.
• • x > 125: Values exceeding 125 indicate ideal performance.

1.Creating a KPI:  Home-->Click on New -->KPI-->Select the Subject Area

 

2.Define General Properties 

Use the General Properties pane to assign the business owner responsible for the KPI,

include actual and target values for the KPI, and allow trending

 

3. Enable Trending

Select the Enable trending option to compare KPIs for prior periods and to indicate an
increase or decrease in performance.

4. Tolerance

The tolerance can be entered as a percent or as an actual number that represents a difference (change) from the prior period. To represent the tolerance as a percentage, select % from the drop-down list.

Click Next to get Dimensionality pane

5.Dimensionality :

 Dimensionality pane to aggregate KPI values, target values, and ranges, using dimensions in the subject area

To add a dimension, click Add to add and choose the dimension from the Add New Dimension dialog box. After adding a dimension, use the Value drop-down list to select the actual value or data point for the KPI. Select Not Pinned to enable users to specify the value for the dimension.

6.Thresholds:

Click on Next button to get Thresholds tab where you can show the Performance of the KPI by comparing the Actual and Target value whether KPI values are  desirable or not.

Goal section will give a  drop-down list of the level of performance.

You can add the new column by click on "+" sign ,we can customize the "Status" messages

Changing the image of show stopper indicators click on "X" mark it will ask you to select the images as shown below.

To invoke an task or process based on the performance click on navigate link

For example,for a  quarter the sales for a product is in critical stage then the team can create a process/task to perform a action by navigating to a site/web server/BI Report/..... or just sending an email to the respective team.

7. Related Documents:

We can publish documents by add links to objects and Web pages that provide additional information about the KPI.

1. Click Add.
2.  In the Add a related document dialog box, enter a name for the document and specify a type of either Catalog or Link.If you select Catalog as the type, browse the Presentation Catalog to locate the object to display and click OK.
3. Alternately, select the Link type and specify a URL.
4.  Click Finish to save the KPI.