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Creating the KPIs and the KPI watchlists

We’re going to create Key Performance Indicators and watchlists in the first recipe. There should be comparable measure columns in the repository in order to create KPI objects. The following columns will be used in the sample scenario:

  • Shipped Quantity
  • Requested Quantity

How to do it

  1. Click on the KPI link in the Performance Management section and you’re going to select a subject area.

    The KPI creation wizard has five different steps.

  2. The first step is the General Propertiessection and we’re going to write a description for the KPI object. The Actual Value and the Target Value attributes display the columns that we’ll use in this scenario. The columns should be selected manually. The Enable Trendingcheckbox is not selected by default. When you select the checkbox, trending options will appear on the screen. We’re going to select the Day level from the Time hierarchy for trending in the Compare to Prior textbox and define a value for the Tolerance attribute. We’re going to use 1 and % Change in this scenario.

  3. Clicking on the Next button will display the second step named Dimensionality. Click on the Add button to select Dimension attributes.

  4. Select the Region column in the Add New Dimension window.

  5. After adding the Region column, repeat the step for the YEAR column. You shouldn’t select any value to pin. Both column values will be . Clicking on Next button will display the third step named States.

  6. You can easily configure the state values in this step. Select the High Values are Desirable value from the Goal drop-down list. By default, there are three steps:
    • OK
    • Warning
    • Critical

  7. Then click on the Next button and you’ll see the Related Documents step. This is a list of supporting documents and links regarding to the Key Performance Indicator.

  8. Click on the Add button to select one of the options. If you want to use another analysis as a supporting document, select the Catalog option and choose the analysis that consists of some valuable information about the report.

  9. We’re going to add a link. You can also easily define the address of the link. We’ll use the http://www.abc.com/portal link.

  10. Click on the Next button to display the Custom Attributes column values. To add a custom attribute that will be displayed in the KPI object, click on the Add button and define the values specified as follows:
    • Number: 1
    • Label: Dollars
    • Formula: “Fact_Sales”.”Dollars”

  11. Save the KPI object by clicking on the Save button.

    Right after saving the KPI object, you’ll see the KPI content.

  12. KPI objects cannot be published in the dashboards directly. We need KPI watchlists to publish them in the dashboards. Click on the KPI Watchlist link in the Performance Managementsection to create one.

  13. The New KPI Watchlist page will be displayed without any KPI objects. Drag-and-drop the KPI object that was previously created from the Catalog pane onto the KPI watchlist list.

  14. When you drop the KPI object, the Add KPI window will pop up automatically. You can select one of the available values for the dimensions. We’re going to select the Use Point-of-View option. Enter a Label value, A Sample KPI, for this example.

  15. You’ll see the dimension attributes in the Point-of-View bar. You can easily select the values from the drop-down lists to have different perspectives. Save the KPI watchlist object.

How it works

KPI watchlists can contain multiple KPI objects based on business requirements. These container objects can be published in the dashboards so that end users will access the content of the KPI objects through the watchlists.

When you want to publish these watchlists, you’ll need to select a value for the dimension attributes.

There’s more

The Drill Down feature is also enabled in the KPI objects. If you want to access finer levels, you can just click on the hyperlink of the value you are interested in and a detailed level is going to be displayed automatically.


In this article, we learnt how to create KPIs and KPI watchlists. Key Performance Indicators are building blocks of strategy management. In order to implement balanced scorecard management technique in an organization, you’ll first need to create the KPI objects.

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