...
For Trend KPIs you can only enter Actuals, but neither Targets nor Variances.
LGPRF Solution
The CAMMS Local Government Performance Reporting Framework (LGPRF) solution is aligned with the Victorian Government performance reporting framework, released in 2014/15.
...
One KPI can measure performance at each level of the organisation.
Allows KPIs to be viewed by drilling-down through KPI graphs and dashboards.
Reduces the number of KPIs required throughout the organisation.
Creating a roll up KPI is very similar to creating a normal, single KPI. Ensure that you select the “roll up” option on the KPI tab.
...
STEP 1: First select the KPI tree type, which determines the options in the Minimum rollup drop-down field. Please refer to the following table. You can select the hierarchy type from the drop-down list against KPI tree type.
STEP 2: Then select the Minimum Rollup value. This will determine the options in the Maximum Rollup.
This has to be done using the abovementioned method because the KPI tree types have different minimum and maximum levels throughout the organisation.
When you have selected a KPI Tree Type, you will be allowed to select a Minimum Rollup out of the options given, which are as follows:
KPI Tree Type | Minimum Rollup Options |
|---|---|
Organisation | Organisation Directorate Business Unit Service Profile Action Task* |
Planning | Goal Outcome Strategy Action Task* |
Human Resources* | Organisation Directorate Business Unit Team* Staff Action Task* |
Custom Hierarchies* | Options will depend on the levels defined under the selected custom hierarchy |
...
STEP 3: To add a sub KPI, select the required KPI and drag from the KPI list on the right onto the list of sub KPIs in the center of the screen. The dotted blue line surrounding this section indicates the KPI is in the correct spot to be dropped and linked. When you have added all the sub KPIs you need, click SAVE and move to.
STEP 4:If the KPI you need is not available in the list and must be added to the database, click the 'New' button to create your new KPI. Enter the information required and click SAVE to save the entry. You will notice that this has automatically been added as a sub KPI to your original Calculated KPI. Similarly, create as many sub KPIs as required.
STEP 4: Enter a formula to calculate the actuals.
The formula can contain the alphabetical codes assigned automatically to the sub KPIs as well as the universal symbols for add, subtract, multiply, divide and open/close brackets.STEP 5: Click the 'Save' icon.
Sub KPIs should be within the same period or less to that of the Calculated KPI to link with. (e.g. if calculated KPI had a monthly period, then sub KPIs which can be linked are only monthly, weekly or daily – not yearly).
If there is no sub KPI available in the list, users will be enabled to click on “New” to create a sub KPI within the Calculated KPI.
Sub KPI linkage has no effect over calculated KPIs, meaning calculated KPIs can be linked to any level of the hierarchy.
Sub KPIs have a formula code a, b, c etc. A formula can be entered which will derive the “calculation” for the calculated KPI.
Sub KPIs will be assigned with a code automatically, which the user can use in the formula (ex- (a*b)/c). This can go up to any number (ex. zz).
When a sub KPI is removed from the list, and if it has been already included into the formula, a warning message will be displayed as “If the sub KPI is removed from the list, the specified formula will be invalid and formula will be cleared. Are you sure you want to remove?” The user can click “OK” or “Cancel” as the response to the message.
If the user selects “Ok”, the sub KPI will be removed from the list and formula text box will be cleared.
If a sub KPI is removed and it is not selected for formula yet, an information message will be displayed saying “The sub KPI code and formula will be rearranged accordingly”. If the user selects “Ok”, the KPI codes in list and formula will be automatically rearranged.
...
Business Rule
The calculation of the actual and automatic target takes the aggregation method of the sub KPIs into consideration. (e.g. Normal, Average or Cumulative).
The calculated KPI aggregation method is always “Normal”.
The calculated KPI Time Horizon is always “Period”.
...