Creating KPIs in OBIEE 11g

Creating KPIs in OBIEE 11g

Posted by Rajat Rakesh on July 23, 2012

One of the unique features being offered in BI 11G is the scorecarding capability. OBIEE 11g allows users to leverage the data-model to define KPIs, thresholds and interlink the KPIs in a scorecard. In this week’s post, I will cover:-

• Creating a Simple KPI
• Setting Dimensionality
• Setting Thresholds

We’ll start by creating a KPI that compares Actual vs. Target revenue. Let’s define thresholds for the same at 80% & 90% of target. This KPI would be measured at the intersection of Year, Quarter, Month, Products & Offices. In later posts, I will setup navigation actions for each threshold & alerts for this KPI as well.
Let’s start by creating a new KPI. From the OBI Menu, expand New and select KPI. Select a subject area. I would be using the SampleApp application and “A – Sample Sales” subject area.

Select “abell” as the Business Owner. This user would have the privilege of overriding the status of this KPI. We now need to select two facts that would be used to get the actual and target values. For this, let’s select “1-Revenue” and “5-Target Revenue” from “Base Facts”. I’ll also select “enable trending” to compare values for months. For this, in the Compare to prior field, I will select “Month” to compare. This sets the grain of the KPI that will be used to compute the trend. Click next.

Now we setup the dimensionality for the KPI. Click add and in the New Dimension dialog, select “T05 Per Name Year” from Time. Leave the value cell to “Not Pinned”. Repeat the same process with “T03 Per Name Qtr”, “T02 Per Name Month” from “Time Dimension” and “Products Hierarchy” from Products and “Offices Hierarchy” from Offices. Click Next.

Now we will define thresholds for this KPI. In the goals field, we will select “High Values are Desirable”. In the first threshold field, use the down button to select “Base Facts”.”5- Target Revenue” and Type * 0.90. In the second threshold field, select the same field again and type * 0.80. This indicates to the system that anything from 0-80 percent of target as Red, and from 80-90 percent of Target as Yellow and anything above 90% as Green. Click Next.

In the next screen, we attach any related documents to the KPI. I will skip this step and click Finish. Let’s save this KPI as “RevenueTarget” and click OK. In the KPI definition page, click Cancel to exit out of this screen.
Let’s open this KPI from the “Open” menu and let’s take a look.

Next Post: Linking KPIs in a Scorecard