From the Objects list, select Analyze. A new browser tab opens and displays the Right-click the KPI and select Analyze. A new browser tab opens and displays the In the Name field, enter a name for the agent and complete the Create New Agent

Using KPIs and KPI Watchlists 11-5 KPI’s actual and target values. Note that you should include a time dimension for most KPIs. Exceptions include constants or metrics that are defined as current snapshots, such as Inventory on Hand or Current Phone Support Wait Time. 4. On the KPI editor: States page , indicate the desired goal based on KPI values for example, High Values are Desirable, define the ranges that evaluate KPI values to determine performance status and score, and associate performance levels with actions. 5. On the KPI editor: Related Documents page , add any external links or business intelligence objects to the KPI. 6. On the KPI editor: Custom Attributes page , add up to a maximum of five custom columns. For example, you might add a column that shows units from a year ago. 7. Save the KPI. Note the following items: ■ If you are creating a standalone KPI, then click Finish to save the KPI. ■ If you are creating a new KPI, then the Save As dialog is displayed where you specify the KPI’s name and where you want to save the KPI. If you want the KPI to display within a scorecard’s Scorecard Documents pane , then save the KPI to the scorecard object’s folder within the catalog. ■ If you are creating a KPI from a scorecard, then click Save from the Scorecard editor . Generating an Analysis from a KPI Use the following procedures to generate an analysis from a KPI. An analysis is a query against an organization’s data that provides answers to business questions such as What are my yearly regional sales of a specific beverage? For more information about analyses, see Chapter 2, Creating Analyses. You can generate an analysis from a KPI that is included in a KPI watchlist, scorecard, or scorecard diagram view on a dashboard. After you generate the analysis, it is stored in the catalog’s Drills folder My FoldersDrills. Note that because the My FoldersDrills folder is used for temporary storage, the analysis might not persist after your session ends. To preserve the analysis, copy it to another directory. For example, to preserve an analysis that you plan to use in a shared dashboard, copy it to a folder in Shared Folders. After the analysis is generated, the analysis can then be placed onto a dashboard, opened from the catalog as an analysis, or attached as a related document in a scorecard, KPI watchlist, or KPI. Every time a user opens the analysis, its data is refreshed. To generate an analysis from a KPI on a watchlist: 1. Locate and open the KPI watchlist from the catalog, scorecard, or dashboard that contains the KPI watchlist. 2. Go to the Performance tab and within the New KPI Watchlist table, select the row that contains the KPI that you want to output to an analysis.

3. From the Objects list, select Analyze. A new browser tab opens and displays the

analysis, and Oracle BI EE saves the analysis to the catalog’s Drills folder My FoldersDrills. To output an analysis from a KPI on a scorecard: 11-6 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition 1. Expand the scorecard’s strategy tree, initiative tree, Scorecard Documents pane, or Catalog pane and select a KPI.

2. Right-click the KPI and select Analyze. A new browser tab opens and displays the

analysis, and Oracle BI EE saves the analysis to the catalog. Creating an Agent From a KPI Use the following procedure to create an agent from a KPI using the Create Agent option. This option is available from the More list on the Catalog page and from the New Object list in the Scorecard Editor’s Catalog pane . When you create an agent using this method, Oracle BI EE does the following: ■ Uses the KPI dimensions, dimension values that you specify, and status to create a condition that is based on the KPI and adds the condition to the Agent editor: Condition tab . ■ Outputs the KPI as an analysis, saves the analysis to the catalog, and attaches the analysis to the Agent editor: Delivery Content tab . For more information about agents, see Chapter 8, Delivering Content. To create an agent from a KPI: 1. Locate the KPI from which you want to create an agent using one of the following methods: ■ From the Catalog page , browse for and locate the KPI. In the Catalog area , click the KPI’s More list and select Create Agent. The Create New Agent dialog is displayed. ■ From anywhere in scorecard Strategy pane, Initiatives pane, Scorecard Documents pane, Catalog pane, or any tab within the Scorecard Editor, select a KPI, right-click, and select Create Agent. The Create New Agent dialog is displayed.

2. In the Name field, enter a name for the agent and complete the Create New Agent

dialog. Click OK. The Agent editor is displayed and the information that you specified in the Create New Agent dialog defaults into the Agent editor: Condition tab and the Agent editor: Delivery Content tab . 3. Complete and save the agent. For more information, see Creating Agents . Contacting the Business Owner of a KPI Use the following procedures to send a message to a KPI’s business owner. The business owner is the person who is responsible for managing the KPI. Upon the creation or modification of the KPI, the KPI designer selects the business owner from the Oracle BI EE user list. Oracle BI EE uses the delivery devices and profiles that the business owner has specified in the My Account dialog: Delivery Options tab to determine where to deliver the message for example, e-mail, phone, or pager. To contact the KPI’s business owner from a KPI watchlist: 1. Locate and open the KPI watchlist from the catalog, open a dashboard that contains a KPI, or open the scorecard that contains the KPI watchlist. Using KPIs and KPI Watchlists 11-7

2. Go to the Performance tab and within the New KPI Watchlist table, select the row