Key Performance Indicators Tab of Analysis Cubes Configuration Form

Use the grids on the Key Performance Indicators tab to create key performance indicators (KPIs) for the project data cube.

In the Key Performance Indicators grid on this tab, you enter each KPI. If a KPI has exceptions, you enter specific (override) goals for individual records in the Specific Goals grid. After you create a KPI and any time that you modify it, a system administrator must use the Vision Resource Kit to update the Vision data cubes with the KPIs.

Contents

Key Performance Indicators Grid

Field	Description
Key Performance Indicators Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to enter a new KPI in the grid. A new blank row is added to the grid below the current row.
Copy	Click this option to copy the row in the grid that you have selected. The row's contents are copied automatically to a new row directly beneath the copied row. The entry in the Label field for a row does not get copied.
Delete	Click this option to delete a row that you selected in the grid. The row is removed from the grid. When you delete a row in the Key Performance Indicators grid, the related rows in the Specific Goals grid are also deleted.
Measure	Click in this field to open the Measure Lookup dialog box, and select a measure for the KPI.
Measure Type	Click this field to display, then click it to select a measure type. The measure type determines whether the measure amount will be treated as a multiplier, numeric amount, or percentage. For example, if you select Percent and you enter 25 in the Default Goal, 25 is treated as 25%. The options are: Multiplier — Select this if a measure is a multiplier. When you select Multiplier, columns 1 – 13 are disabled in the Specific Goals grid. You cannot break out the annual goal into periods. Effective Multiplier and Profit Percent are examples of measures that would have a Multiplier measure type. Numeric/Amount — Select this if a measure is a monetary amount. When you select Numeric/Amount, columns 1-13 are enabled in the Specific Goals grid. You can break out the annual goal amount into periods. Profit, Revenue, and Billed are examples of measures that could have a Numeric/Amount measure type. Percent — Select this if a measure is a percentage. The number that you enter in the Default Goal field is divided by 100 to reflect a percentage. When you select Percent, columns 1 – 13 are disabled in the Specific Goals grid. You cannot break out the annual goal into periods. Profit Percent and Variance Percent are examples of measures that could have a Percent measure type.
Dimension	Click this field to display , and then click it to select a dimension for the KPI. You can select the same measure and dimension combinations for more than one KPI. These KPIs must have a different label entered in the Label column. To create an overall system goal, leave the Dimension field blank. When you do this, you must enter a default goal for the KPI.
Timeframe	Click this field to display , and then click it to select a time frame for the KPI. The options in the drop-down list are: Fiscal Period — When you select this option, you must select a dimension from the Fiscal Periods group when you create a report. Transaction Date — When you select this option, you must select a dimension from the Transaction Dates group when you create a report. Use the Transaction Date time frame when a KPI's measure is from the Opportunities, Plans, or Activities measure groups.
Default Goal	Enter the default goal amount for the KPI. An entry in this field is optional. If you selected Fiscal Period in the Timeframe field, enter the yearly goal amount. When you create a custom report, you must select a dimension from the Fiscal Period dimension group. This determines whether the default goal displays as a yearly, quarterly, or period amount on the report. For example, assume you select Fiscal Period in the Timeframe field, you enter 100,000 in this Default Goal field, and then you create a report with the KPI. If you select the Fiscal Year dimension from the Fiscal Period dimension group on the report, the goal on the report displays as 100,000. If you select the Fiscal Quarter dimension for the report, the goal displays as 25,000 for each quarter. If you select the Fiscal Period dimension for the report, the goal displays as 8,333.33 for each period (if you have 12 periods in a year).
Status Method	Click this field to display , then click it to select a status method for the Default Goal Low Value and the Default Goal High Value for the KPI. This setting also applies for the Goal Low Value and Goal High Value for any specific goals that you enter in the Specific Goals grid. The options in the drop-down list are: Percent of Goal — Select this option, and then enter percentages for the low and high values in the Default Goal Low Value and Default Goal High Value columns in the grid. These values are the lower and upper boundaries of the goal. For example, a default goal of 25,000 could have a default goal low value of 70% (70% of 25,000 is 17,500) and a default goal high value of 95% (95% of 25,000 = 23,750). Amount-Based — Select this option to enter specific amounts (instead of percentages) for the low and high valuesthat you enter in the Default Goal Low Value and Default Goal High Value columns in the grid. These values are the lower and upper boundaries of the goal. For example, a default goal of 25,000 could have a default goal low value of 10,000 and a default goal high value of 40,000.
Default Goal Low Value	Enter the lower limit of the default goal that is appropriate for the measure. An entry in this field is optional. Enter either a percentage or an amount, depending on which one you selected in the Status Method column. Example You selected Percent of Goal in the Status Method field. You are measuring revenue. Default goal = $20,000 Default goal low value = 70% (which is $14,000) Default goal high value = 110% (which is $22,000). Results: Revenue is less than $14,000. The goal is not met. Revenue is greater than $22,000. The goal is exceeded. Revenue is an amount between $14,000 and $22,000. The goal is met. In Excel, you see the following status symbols: — Goal has not been met — Goal has been exceeded — Goal has been met
Default Goal High Value	Enter the higher limit of the default goal that is appropriate for the measure. An entry in this field is optional. Enter either a percentage or an amount, depending on which one you selected in the Status Method column.
Trend Comparison	Click this field to display , then click it to select a time period for the trend comparison for the KPI. The options in the drop-down list are: Quarter over Quarter — Select this to compare a quarter in one year with the same quarter in the next year. Example: You compare Quarter 1 of 2012 with Quarter 1 of 2013. Quarter-to-Quarter — Select this to compare one quarter with the next sequential quarter. Example: You compare Quarter 1 of 2012 with Quarter 2 of 2012. Year-to-Year — Select this to compare a range of years. When you create a report in Excel, you must select a corresponding dimension from the Fiscal Periods group in the Excel PivotTable Field List that matches the entry in this Trend Comparison field.
Trend Low Percent	Enter the trend's low percentage. You must enter a percentage that is lower than what you enter in the Trend High Percent field. This percentage is used to determine if a trend is moving downward. If the change between the last time frame and the current time frame is a decrease, and the decrease is more than the percentage entered in this field, then the trend is considered to be moving downward. You see in the trend column on an Excel report. If the change between the last time frame and the current time frame is a decrease, and the decrease is less than the percentage entered in this field, then the trend is considered to be neutral. You see in the trend column on an Excel report. Example — Trending downward : The Trend Low Percent is 2.00. Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $240,000. $250,000 minus $240,000 is a $10,000 decrease. $10,000 is more than a 2% decrease ($250,000 *.02 = $5,000). Going from $250,000 to $240,000 is considered to be trending downward. Example — Trending neutral : The Trend Low Percent is 2.00. Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $247,000. $250,000 minus $247,000 is $3,000 decrease. $3,000 is less than a 2% decrease ($250,000 *.02 = $5,000). Going from $250,000 to $247,000 is not considered to be trending downward. It is considered to be trending neutral.
Trend High Percent	Enter the trend's high percentage. You must enter a percentage that is higher than what you enter in the Trend Low Percent field. This percentage is used to determine if a trend is moving upward. If the change between the last time frame and the current time frame is an increase, and the increase is greater than the percentage entered in this field, then the trend is considered to be moving upward. You see in the trend column on an Excel report. If the change between the last time frame and the current time frame is an increase, and the increase is less than the percentage entered in this field, then the trend is considered to be neutral. You see in the trend column on an Excel report. Example — Trending upward : The Trend High Percent is 5.00. Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $280,000. $280,000 minus $250,000 is a $30,000 increase. $30,000 is more than a 5% increase ($250,000 *.05 = $12,500.) Going from $250,000 to $280,000 is considered to be trending upward. Example — Trending neutral : The Trend High Percent is 5.00. Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $260,000. $260,000 minus $250,000 is a $10,000 increase. $10,000 is less than a 5% increase ($250,000 *.05 = $12,500.) Going from $250,000 to $260,000 is not considered to be trending upward. It is considered to be trending neutral.
Label	This is the label that is used to identify a KPI. It is the KPI name that displays in the Excel PivotTable field list. This field prefills with the measure name and dimension name with a hyphen between them. An example is Compensation - Project Principal, where Compensation is a measure and Project Principal is a dimension. You can change the prefilled label. You must enter a unique label for each KPI. You can select the same measure and dimension combinations for more than one KPI, as long as each of the KPIs has a different label. After you save a KPI, you cannot change the label. If you want to change the label, you can copy the row and enter a new label, then delete the original row.

Specific Goals Grid

Enter specific (override) goals for individual dimension records in the Specific Goals grid. For example, if Employee is the dimension entered in the Key Performance Indicators grid, you can enter goals for individual employees in the Specific Goals grid. These settings override the default goal for all employees that is entered in the Key Performance Indicators grid for these specific employees.

The Specific Goals grid is enabled only after you enter a measure, measure type, and dimension for a KPI in the Key Performance Indicators grid.

To enable the Specific Goals grid for a KPI, select the KPI in the Key Performance Indicators grid. Then click either Insert or Lookup/Insert on the Specific Goals grid toolbar to insert a new row in the Specific Goals grid.

Field	Description
Specific Goals Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Distribute Annual	After you enter an amount in the Annual Goal field in the Specific Goals grid, click Distribute Annual to have the total amount in Annual Goal automatically distributed equally among the 12 or 13 period columns in the Specific Goals grid. To distribute amounts for multiple rows in the grid at one time, select multiple rows in the grid. Click your mouse and press either the SHIFT key on your keyboard (for sequential rows) or the CTRL key (for non-sequential rows). Then click Distribute Annual. Example You enter $12,000 in the Annual Goal field and you have 12 period columns in the grid. Click Distribute Annual and $1,000 prefills in each of the 1 – 12 columns in the grid. Alternatively, you can leave the Annual Goal field blank, and enter amounts in each of the 12 or 13 period columns in the Specific Goals grid. Then click Reset Annual to have the total of the 12 or 13 period columns entered automatically in the Annual Goal field in the Specific Goals grid.
Reset Annual	Rather than enter a number directly in the Annual Goal field in the Specific Goals grid, you can enter a goal's distributed amounts directly in each of 12 or 13 period fields in the Specific Goals grid. Then click Reset Annual to have the total of the 12 or 13 columns entered automatically in the Annual Goal field in the Specific Goals grid. To reset the annual goal amount for multiple rows in the grid at one time, select multiple rows in the grid. Click your mouse and press either the SHIFT key on your keyboard (for sequential rows) or the CTRL key (for non-sequential rows). Then click Reset Annual.
Lookup/Insert	Use this option to select multiple dimension records at one time to add to the Specific Goals grid. The Insert option allows you to insert and select one dimension record at a time. Click Lookup/Insert to open a lookup dialog box for the dimension that you selected in the Key Performance Indicators grid. Select one or more items in the lookup dialog box to prefill in the Dimension Record field in the Specific Goals grid. Each item (dimension) prefills in a separate row in the grid. Example If the dimension for the selected KPI in the Key Performance Indicators grid is Employee, then the Employees Lookup dialog box displays when you click . If you select three different employees on the Employee Lookup dialog box, each of the three employees prefills in the Dimension Record field in a separate row in the Specific Goals grid.
Insert	Click this option to add a specific goal to the KPI. A blank row is inserted into the Specific Goals grid.
Copy	Select a row in the Specific Goals grid that you want to copy, and click this option to copy the row's information into a new row below it.
Delete	Select a row in the Specific Goals grid that you want to delete, and click this option to remove it from the grid.
Dimension Record	Click in this field to open a lookup dialog box to select the dimension record. The lookup dialog box that displays is dependent on the dimension that you enter in the Dimension field in the Key Performance Indicators grid. For example, if you select Employee in the Dimensions field in the Key Performance Indicators grid, the Employee Lookup dialog box displays. Select a specific employee. If you did not enter a dimension in the Key Performance Indicators grid, you cannot enter a dimension record in this field.
Year	Click in this field to select a year from the drop-down list if the KPI goal is for a specific year. When you leave this blank, the goal entered in this row applies for all years (accounting periods). To enter a different goal for different years, enter a separate row in this grid for each year. Any year not entered in the Specific Goals grid would use the default goal from the Key Performance Indicators grid.
Annual Goal	Enter an annual goal amount for a specific dimension record. An entry in this field is optional. The number in the Annual Goal field overrides the amount entered in the Default Goal field in the Key Performance Indicators grid for this dimension. For example, assume you create a KPI to measure the project revenue per project manager. In the Default Goal field of the Key Performance Indicator grid, you enter $100,000, the revenue goal for all project managers. In the Annual Goal field in the Specific Goals grid, you enter a revenue goal of $80,000 for David Miller, a new project manager. The revenue goal of $80,000 overrides the revenue goal of $100,000 for David. Every other project manager has a revenue goal of $100,000. After you enter an amount, click Distribute Annual to have the total amount in Annual Goal automatically distributed equally among the 12 or 13 period columns in the Specific Goals grid. Alternatively, you can leave the Annual Goal field blank, and enter amounts in each of the 12 or 13 period columns in the Specific Goals grid. Then click Reset Annual to have the total of the 12 or 13 period columns entered automatically in the Annual Goal field in the Specific Goals grid. The annual goal must equal the total of the amounts in the 12 or 13 columns.
Goal Low Value	Enter the lower limit of the annual goal entered in this grid. An entry in this field is optional. The number that you enter in the Goal Low Value field overrides the amount entered in the Default Goal Low Value field in the Key Performance Indicators grid for this dimension record.
Goal High Value	Enter the higher limit of the annual goal entered in this grid. An entry in this field is optional. The number you enter in the Goal High Value field overrides the amount entered in the Default Goal High Value field in the Key Performance Indicators grid for this dimension record.
Columns 1 – 13	Twelve or 13 columns (labeled 1 – 12 or 1 – 13) are enabled in the grid if Numeric/Amount is selected in the Measure Type field in the Key Performance Indicators grid. If you entered Transaction Date in the Timeframe field in the Key Performance Indicators grid, 12 columns (1 – 12) display in the Specific Goals grid. If you entered Fiscal Period in the Timeframe field in the Key Performance Indicators grid, either 12 or 13 columns display in the Specific Goals grid, based on what you selected in the Vision Period Setup Utility. If you did not select 12 periods in this utility, then 13 columns (1 – 13) display in the grid. Follow these steps to enter the distributed annual goal amount into each of the 12 or 13 period columns: If you want to distribute the annual goal amount equally over the periods: Enter the total annual amount in the Annual Goal field in the Specific Goals grid. Then click Distribute Annual on the grid toolbar. The annual goal amount is automatically divided equally among the number of periods. The amounts prefill in the 12 or 13 columns. If the goals for each period vary: Enter specific distributed amounts directly in each of the 12 or 13 columns, and then click Reset Annual on the grid toolbar. The amounts in the 12 or 13 columns are totaled, and the total prefills in the Annual Goal field. The annual goal must equal the total of the amounts in the 12 or 13 columns. You must allocate the yearly goal over the 12 or 13 periods for the quarterly or monthly goal to display on an Excel report. Quarterly, monthly, and accounting period goals are not calculated from the Annual Goal amount.