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Creating a KPI

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Modified on Thu, 23 Aug 2012 11:06 AM Categorized as KPIs
Click to return to: Documentation | Defining KPIs


Overview

This article shows how to create a new KPI, choose measure values and dimensions, configure optional features such as contextual metrics, and preview the resulting data from the KPI. Once a KPI has been defined, you can easily add a data visualization control to your dashboard to display the data from the KPI.

Creating a KPI from the Home Screen

From the Dundas Dashboard Home Screen, you can create a KPI by clicking Create a Business Metric and choosing the KPI option. In this case, the name of the KPI will be determined automatically. You can rename the KPI from the Design Explorer at a later time.

The Home Screen.

The Home Screen.


Creating a KPI from the Design Explorer

When you create a KPI from the Design Explorer, you have the option of choosing a name for your KPI and also choosing its destination. For example, if you have a sub-folder in the Design Explorer called My KPIs, you can choose to create a new KPI in that location instead of the top-level KPIs folder.

To create a KPI from the Design Explorer:

  1. Click Design Explorer in the Sidebar.
    Accessing the Design Explorer from the Sidebar.
  2. Select the KPIs folder, then click its menu button.
    The KPIs menu.
  3. From the KPIs menu, choose New KPI.
  4. In the text box below the KPIs folder, type a name for the KPI, then press ENTER.
    Entering the KPI name.
    The new KPI appears as an item in the Design Explorer and the KPI Setup Wizard is displayed.

Using the setup wizard

The KPI Setup Wizard lets you perform the initial configuration of your KPI. The wizard takes you through the steps of selecting a base virtual table (or virtual cube), choosing measure values, adding contextual metrics, choosing dimensions, and more.

See Using the KPI Setup Wizard.

When you have completed the steps in the wizard, the KPI Designer will be displayed in the content area of Dundas Dashboard. Use the KPI Designer to perform more detailed configuration of your KPI as shown in the following sections.

The KPI Designer.

The KPI Designer.


Configure general settings

Use the General tab of the KPI Designer to configure general settings for your KPI, all of which are optional:

  1. Click the General tab in the KPI Designer.
  2. Enter a description for your KPI in the Description box. You can enter text up to 2000 characters in length. The description appears in a tooltip when you hover with the mouse over a KPI item in the Toolbox during the dashboard design stage.
  3. Enter a URL in the Additional info URL box. Use this option to link to a website that provides more information about your KPI. You will be able to access this link from the Additional Information dialog.
  4. The General tab also displays information about the data connector and the virtual table (or virtual cube) that your KPI is based upon.
  5. The minimum polling interval for a KPI is initially set to Database default, which is a database-defined value. To override this, select the Custom option and enter a new value in the seconds box. Use this option to specify your own limit on how frequently the KPI data can be automatically refreshed or updated.
  6. Use the Preferred visualization dropdown list to choose the data visualization control you want the KPI to be rendered as by default (&ie; when you drag the KPI onto a dashboard).
  7. By default, there is no limit placed on the number of data points that can be returned by a KPI. For performance reasons, you can set a limit by unchecking the No limit option and entering a value in the Maximum number of data points box.
  8. Choose a unit of measurement for your measure values by using the Unit of measure dropdown list. See Managing Units.
  9. Choose a single value, such as the first or last data point, to represent this KPI. See Defining a Single Value Representation.
  10. Set up this KPI for display on mobile devices, such as smartphones and tablets. See Configuring a KPI for Mobile Access.

Specifying minimum and maximum measure values

From the General tab, optionally specify minimum and maximum measure values for visualization purposes. These values define a range that is used by certain data visualization controls for their default configuration. For example, a gauge uses these values to determine the default minimum and maximum values for its scale.

To specify a minimum measure value:

  1. Uncheck the No minimum value option.
  2. Enter a value in the Minimum box.

To specify a maximum measure value:

  1. Uncheck the No maximum value option.
  2. Enter a value in the Maximum box.

Minimum and maximum measure values for visualization purposes.

Minimum and maximum measure values for visualization purposes.


A gauge with min/max scale values as determined by its KPI.

A gauge with min/max scale
values as determined by its KPI.


Tip: By default, a gauge control will use the minimum and maximum values as specified by the KPI during preview or viewing. This behavior is controlled through the gauge scale's advanced property, Use KPI Min/Max, which is set to True by default. Set this property to False if you want the gauge to use the scale's Minimum and Maximum properties instead.

Configure the components of your KPI

Optionally perform more detailed configuration of the components of your KPI:

  1. Configure measure values for your KPI as shown in the article, Configuring Measure Values.
  2. Add contextual metrics to your KPI. See Adding Contextual Metrics.
  3. Configure the dimensions of your KPI. See Configuring Dimensions.
  4. Manage states and state groups for your KPI. See Defining States.
  5. Change the sort order of, and define sorting rules for, your measure values and dimensions. See Ordering and Sorting Rules for a KPI.
  6. Configure annotations for your KPI as shown in the article, Configuring Annotations.

A new KPI item with a contextual metric (Average Downloads in 2011).

A new KPI item with a contextual
metric (Average Downloads in 2011).


Preview and save your changes

Follow these steps to complete the definition of your KPI:

  1. Preview the resulting data from your KPI by using the Preview tab in the KPI Designer. For more details, see Previewing Data.
  2. Click Save in the Dundas Dashboard Toolbar to save your changes.
    The Save button.
  3. Click Check In from the Dundas Dashboard Toolbar.
    The Check In button.
    Optionally enter a comment in the Check In dialog, then click Check in.

You have created a KPI and previewed its data as a means of verifying its design. You can now use this KPI to drive data visualization controls on a dashboard.

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Click to return to: Documentation | Defining KPIs

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