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HELP CENTER NAVIGATION: Contents :: Maintenance :: Create A KPI :: Text Tutorial
Create A KPI
To be able to create a chart/graph to be included for graphical reporting, the balanced scorecard tool firstly requires a Measure/s. A KPI is considered some type of formula that uses Measurement’s relevant to the business.
It is very important to understand the difference between a Measure and a KPI when setting up your balanced scorecard. As a beginner step think of separating the two like this; KPI = Measure + Measure
Eg. For a fresh fruit business; apples would be 1 measure and oranges would be a different measure. To find out the total fruit (apples + oranges) produced/sold/wasted .etc the total fruit value would be a KPI. So therefor KPI = Measure + Measure in this scenerio would be Total Fruit = Apples + Oranges.
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| Step 1 |
Click the Maintenance tab
Click Manage KPIs/Measures
Select the KPI option button
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| Step 2 |
Type a name for the KPI in Measure/KPI Code field
Type a description of the KPI in the Description Field
Type a measure unit that is associated with your KPI. Eg. Per Unit, g, kg, $, L, mb, per pack, kwH .etc
Select/Deselect the desired additional option checkboxes based on your requirement.
Visible: Enables this measure to be visible to users other than the administrator account.
Rollup: When Rollup is selected (selected by default) it allows users to be able to view graphs/charts for that measurement at any level whether it be the lowest level operational site (Eg. Melbourne Warehouse) or a summary level (Eg. Australasia). If Rollup was deselected then we would only be able to see the measurement for the lowest level operational site only.
Restricted: Enabling the Restricted checkbox will allow only the Restricted Users group to view more confidential data. Restricted Users can be determined in when managing users and permissions.
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| Step 3 |
The next step is to write the KPI formula, as a help reminder for beginners if you click the help icon next to the formula field it will show all available formula structure.
Each measure included needs to be broken up into 3 sections and follow the formula format the below.
[Measure]@[Rollup Function]#[Data type]
At the end of each measure users can use standard formula operators to perform basic functions such as plus, subtract, divide & multiply.
If we were to create a formula for the total Fruit based on the example above it would look like the following; apples@SUM#A+oranges@SUM#A
When all complete click add. |
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Additional
Notes |
Formula Format:
[Measure] @ [Rollup Function] # [Data type]
Functions for Rollup @[Rollup Function]:
AVG: Use averaged values
SUM: Use standard summary (default) values
MAX: Use maximum/highest values
MIN: Use minimum/lowest values
SHIFTn: Shift by n months
RAVGn: Rolling n months Avg
SUMTOTn: Total last n Months
YDT: Year to Date
AVGYDT: Average Year to date
Functions for Data Types - #[Data Type]:
A: Actual
B: Budget
F: Forecast
Standard Operators:
+: Plus/Add
- : Minus/Subtract
*: Multiply
/: Divide
Additional Formula Examples:
Fruit@SUM#A/(NAS@SUM#A-COS_PPL@SUM#A)
Fruit@AVG#A
Fruit@AVG&SUMTOT12#A
Fruit@SUM&RAVG03#A
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Related Topics |
Create A Measure
Edit A Measure
Delete A Measure
Assign Measure to Process
Un-Assign Measure from Process
Assign Measure to Business
Un-Assign Measure from Business
Edit A KPI
Delete A KPI
Add a Process
Add Measure Type
Edit Measure Type
Delete Measure Type
Manage Business Structure
Charts Info
Create a New Chart
Create a Scorecard
Using the Scorecard
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