Saturday, August 20, 2011

OBIEE11g Creating a KPI

One of the major new features in OBIEE11g are the KPI and Score carding functionalities. Before you can make a scorecard you first need your KPI’s. (check out wiki: http://en.wikipedia.org/wiki/Performance_indicator)

Let’s make a basic KPI:

open OBIEE analytics and select Performance Management KPI:

image

Select the sample sales subject area

image

Start with a proper description:

image

Select the KPI owner (Adam Bell)

image

Select 1 – Revenue as the actual value:

image

Select  5 – Target Revenue as Target Value

image

Enable Trending:

image

Let’s do this on a monthly basis:

image

Press Next:

image

The dimensionality define’s how out KPI can be sliced and diced:

image

Let’s select Year, Quarter and Month and the products and office hierarchy:

image (You can use multiselect)

image

Click Next

image

Lets define the state level triggers:

image

Say 95 & 97 %

image

Click Next

image

Add a link to the wiki definition

image

Click Next

image

Add a custom Attribute AVG Revenue:

image

Click Finish

image

Give it a usefull name:

image

Goto your home and open the KPI:

image

Till Next Time

2 comments:

test said...

Thanks John...
Its was very useful and detailed.

Regards,
Sandeep Venu

Unknown said...

John,

Could you explain how you use the related documents? You can add related documents to a KPI but where do they appear afterwards?
When I open the KPI there is no link and also in a scorecard or watch list I can not see a reference to the related documents.

Thanks,
Bart-Jan