Page Comparison

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• STEP 2: Click the 'Update Rollup Structure' button to update any additions, changes or deletions to planning structure items, depending on the selected Minimum rollup level.
  The 'Delete KPI Nodes' button will open up a window allowing you to delete individual levels from the rollup KPI.

• STEP 3: Click the 'KPI Rollup Comments' button to bring up a window allowing you to select individual levels from the rollup KPI and record comments.
  These comments are independent from the period comments within the targets and actuals tab.
  Different Responsible Officers and Reporting Officers can be allocated to each level of the rollup. To do this, select the hierarchy level via 'Select' drop-down list. When the system refreshes, select the required Responsible Officer and Reporting Officer using the relevant drop-down list.The Rollup KPI graph also differs from other KPI Types.

Trend KPIs

Creating Trend KPIs

Trend KPIs are not used to track performance but instead simply record data through time in order to monitor patterns. Therefore, they do not have a target but only an actual value. Hence they are excluded from performance calculations across the system. Trend KPIs can be single or rollup.

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For Trend KPIs you can only enter Actuals and not Targets or Variances.

Calculated KPIs

Creating Calculated KPIs

• STEP 1: To create a calculated KPI follow the steps required to create a single KPI and select “calculated” for KPI type.
  The only available Aggregation option for a Calculated KPI is ‘Normal’ and the only available Time Horizon option is ‘Period’. 
  Once a calculated KPI is created and saved, an additional ‘Sub KPI’ tab will be visible where you can either create new sub KPIs or select existing KPIs as sub-KPIs.

• STEP 2: Click the 'Sub KPI' tab.
  On the right-hand side, you can see a list of potential sub KPI’s. Not all existing KPIs are eligible - scroll down to the end of this topic for a complete list of business rules;

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• 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 45: 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 56: Click the 'Save' icon.

Target and Actuals

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