If you use Vision Analysis Cubes, you can create key performance indicators (KPIs) to add to Vision custom reports. KPIs measure how well your company is meeting its business goals. You define performance goals (targets) that are specific and measurable. Then you see how well you are meeting these goals as you track variances from your goals over time.
KPIs are available for the Project data cube only.
Some KPI examples are:
KPI Groups
After you create KPIs and update the data cubes with the KPIs, the KPIs display in a KPI group that displays after the measures groups in the Excel PivotTable Field List, with the following graphic:
Within the KPIs group, you see the specific KPIs. When you click the plus sign for a specific KPI, a
Value,
Goal,
Status, and
Trend check box display for each KPI.
Important Information
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Only one KPI can be added to a report; multiple KPIs on a single report are not supported.
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You cannot create nested KPIs.
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The following are four combinations of KPI measure types and status methods that you can use together when you create a KPI:
| Measure Type and Status Method Combination
|
Measure Type
|
Status Method
|
| 1
|
Numeric/Amount
|
Percent of Goal
|
| 2
|
Numeric/Amount
|
Amount-Based
|
| 3
|
Multiplier or
Percent
|
Percent of Goal
|
| 4
|
Multiplier or
Percent
|
Amount-Based
|
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Goals can be set against user-defined field measures, but these types of measures cannot be combined with Fiscal Period or Transaction Date dimensions. You cannot create specific (override) goals for user-defined measures.
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If you create a KPI for a
Custom Fields Tab of User-Defined Components Form, and then you delete the user-defined field, you must manually delete the KPI on the Key Performance Indicators tab; the KPI is not deleted automatically. If you do not delete the KPI, it still displays in the Excel PivotTable List. If you add it to a report, it does not return anything meaningful.