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:

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Select the sample sales subject area

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Start with a proper description:

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Select the KPI owner (Adam Bell)

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Select 1 – Revenue as the actual value:

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Select  5 – Target Revenue as Target Value

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Enable Trending:

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Let’s do this on a monthly basis:

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Press Next:

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

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

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Click Next

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Lets define the state level triggers:

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Say 95 & 97 %

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Click Next

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Add a link to the wiki definition

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Click Next

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Add a custom Attribute AVG Revenue:

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Click Finish

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Give it a usefull name:

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Goto your home and open the KPI:

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Till Next Time

2 comments:

Sandeep Venu said...

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

Regards,
Sandeep Venu

Bart-Jan van Houten 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