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Tuesday, October 9, 2012

KPI - OBIEE 11g

Key Performance Indicators.

The name itself is self explanatory as to what a KPI is. So how do we implement this?

My system is a 64 bit windows platform running OBIEE 11g.

Lets dive into the topic straight away!!

In order to create a KPI, we must first be aware of what the has to be measured and against what the measured quantity has to be compared. Once we have a good understanding of these, let us start the process:n

1. Log into the presentation services. Go to 'New' and under 'Performance Management' select KPI


2. There are a total 5 different steps that have to be completed before the KPI is saved and set up. The 5 steps are as follows:
  • General Properties
  • Dimensionality
  • States
  • Related Documents
  • Custom Attributes

3. In General Properties, we have to provide the following details:
  • Description of the KPI
  • Business Owner : The user who is being assigned the ownership of the KPI
  • Actual Value: This is the value that we are actually measuring. This is the proper current data.
  • Target Value: This is a value against which we are comparing the Actual Value. It can be a column in the database or else it can be a calculated field that can be calculated using the expression wizard provided.
  • Enable Trending: You can either enable or disable trending and if you enable it, you have to mention the compare to prior value and the provide the tolerance as well.

4. In the Dimensionality step we have to define the KPI value. When we say define the KPI value, what is meant is that this where we give the criteria's against which the Actual Value and the Target Value will be measured.



5. In the States step, you have to mention the states of the KPI.. i.e.. for instance what % to what % is a good value.. what range should be assigned to warning and under what value will the KPI show as critical. This is but an example. You can use whatever values and how much ever states as is required.




6. In the Related Documents step, you have to either fill the related documents that are there with respect to the KPI. This can be another KPI we made or some report or something related. Fill this info if you have related documents.


7. In the Custom Attributes step to build the KPI, we mention any custom attributes we want added in our KPI. WE can build up the expression using the expression builder provided.



8. Once this is done click Finish and Save the KPI in your desired location.

9. Once it is saved, go to your catalog open the KPI to view your KPI.




Voila.. The KPI is created and displayed.


- Cheers
      Gautam.

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