In the global header, click Catalog. The Click the Edit link for the object. The Select Open KPI Definition. The Click Open KPI Definition on the tab’s toolbar. The

11-4 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition

1. In the global header, click Catalog. The

Catalog page is displayed. 2. Search or browse for the KPI. For information, see Searching with the Basic Search .

3. Click the Edit link for the object. The

KPI editor is displayed. Opening KPIs From a Watchlist Use the following procedure to open a KPI from a watchlist. To open a KPI from a watchlist: 1. In a KPI watchlist, right-click the KPI that you want to open.

2. Select Open KPI Definition. The

KPI editor is displayed. Opening KPIs From a Scorecard Use the following procedure to open a KPI definition from a scorecard. KPIs can be located in a scorecard’s strategy tree or initiatives. You can also open a KPI from a scorecard by using the Catalog pane for Scorecard . Note that you can modify the label or pinning for a particular usage of a KPI within a Scorecard strategy or initiative tree. However, to change the underlying KPI definition, which affects all usages of the KPI, follow the instructions below to open the KPI editor. To open a KPI definition from a scorecard: 1. Expand the strategy tree or initiative tree and double-click the KPI. Or, open a KPI watchlist from the Scorecard Documents pane, right-click a KPI, and select Open KPI Definition . The Scorecard editor displays the KPI in a new tab.

2. Click Open KPI Definition on the tab’s toolbar. The

Scorecard editor opens a new tab that displays the KPI editor . Creating or Editing KPIs Use the following procedure to create or edit a KPI. You can create or edit a KPI from the global header, the Home page, or from a scorecard. To create or edit a KPI: 1. Open a KPI for editing or create a new KPI. For information about opening a KPI, see Opening KPIs for Editing . To create a new KPI, do one of the following: ■ In the global header, hover the mouse pointer over the New menu, select KPI, and from the Select Subject Area dialog, select a subject area for the KPI. The KPI editor is displayed. ■ From a scorecard, go to the Scorecard Documents pane or the Catalog pane, click the New Object icon list, select KPI, and from the Select Subject Area dialog, select a subject area for the KPI. The KPI editor is displayed. 2. On the KPI editor: General Properties page , specify the business owner, actual value, and target value, and indicate whether to enable trending to determine performance patterns. Oracle recommends that you enable trending because trending enables Scorecard to automatically display historical trend charts. 3. On the KPI editor: Dimensionality page , select the dimensions for example, Sales by Region and by Financial Quarter that you want to use to aggregate the 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