Fig. 1 shows an example of the Common tab of a KPI page.
Fig. 1. Creating a KPI. Common tab.
Displayed Name* – KPI’s name as it is displayed in the system. You can change it if necessary. This field is required.
Description – description of the KPI.
Row of Values – option that enables you to divide a KPI into rows in order to check and analyze a value. If you select this option, the Configure rows tab appears as well as the Configure a row of values section (fig. 2).
Row of values
Fig. 2. Expand to a Row option
The Configure a row of values section has the following settings:
By Users (Personal KPI) – this option allows you to divide the KPI into personal values (the KPI becomes a personal KPI)
By Objects – this option allows you to divide the KPI into rows (the KPI becomes a row KPI). From the drop down list on the right you have to choose a row element that will be used.
When you choose one of the options By Users (Personal KPI) or By Objects, the Configure rowstab automatically appears (fig. 2).
If you choose By Objects, the additional settings will be displayed:
Enable Filter– enable this option if you want to decompose a KPI by the specified row elements. Once you check it, additional fields will appear: Property and Value. In these fields, specify the parameters of row fields for KPI decomposition.
Use EQL – this setting is displayed only if you check the Enable Filter box. This setting allows expanding KPIs to row elements specified in a query. Use the EQL language to put your query in the EQL query field. This feature allows filtering more flexibly, for example, using two or more row properties.
Unique Name* – unique system name of the KPI. This name is used in formulas for calculation of KPI values on the Values tab. It is filled in automatically when the Displayed Name field is filled in. You can also fill it in manually if you need to. This field is a required one. If you try to add a KPI with a unique name that already exists in ELMA, an error message will appear (fig. 3):
Fig. 3. Error message
Attention!
If you change the unique name of a KPI, you need to correct the formulas where this KPI is used.
Periodicity * – defines how often the plan and fact values of the indicator update in the web application. In the drop-down list, select the desired value: Year, Half Year, Quarter, etc. If necessary, the periodicity can be configured in the Periodicity object (if you have the respective access permissions). This field is required.
Measurement Unit* – measurement unit of the current KPI. Select it from the drop-down list: percentage, pieces, euro, etc. These values are stored in the Measurement Unit object and can be modified by the person who has respective access permissions. The selected unit will be used for display of KPI values in reports and forms. This field is a required one.
