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Configuring Measure Values

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Modified on Fri, 31 May 2013 12:06 PM Categorized as KPIs
Click to return to: Documentation | Defining KPIs


Overview

This article shows how to configure each of your KPI's measure values from the Measures and Contextual Metrics tab of the KPI Designer. From this tab, you can:


The Measures and Contextual Metrics tab in the KPI Designer.

The Measures and Contextual Metrics tab in the KPI Designer.


Adding other measure values

The measure values that you chose through the KPI Setup wizard are displayed in the upper grid of the Measures and Contextual Metrics tab in the KPI Designer.

If you want to add other measure values, click the Add Measure button.

Adding other measure values.

Adding other measure values.


Changing the name of a measure value

To change the name of a measure value:

  1. In the Measure Values grid, locate the grid row corresponding to your measure value.
  2. Select the cell in the Name column.
  3. Click inside the cell to begin editing.
  4. Type the new name in the text box, then press ENTER.

Choosing a new aggregation function

To change the aggregation function for a measure value:

  1. In the Measure Values grid, locate the grid row corresponding to your measure value.
  2. Select the cell in the Aggregator column.
  3. Click inside the cell. A dropdown list control appears.
  4. Click the dropdown list and choose an aggregate function from the resulting menu.

Setting up measure value attributes

To set up measure value attributes:

  1. In the Measure Values grid, locate the grid row corresponding to your measure value.
  2. Click the Set up measure attributes button in the Action grid column. The Data Filter Setup Wizard is displayed and shows the first step, which lets you specify rules for handling empty data points.
    Set up measure attributes button.

Handling empty data points

In the first step of the wizard, you can enable handling of empty data points and choose an algorithm or rule for computing replacement data point values. An empty data point rule determines how missing or null measure values will be rendered on a chart, for example.

Your KPI should use a Dundas Dashboard full dimension along the visualization axis if you want to handle missing data. (Instant dimensions are able to supply null values but don't know about missing data.)

The first step of the Data Filter Setup Wizard.

The first step of the Data Filter Setup Wizard.


To enable handling of empty data points:

  1. Select the Calculate empty data points check box.
  2. Choose an empty data point calculation algorithm. The available choices are:
    • Use zero as the empty data point value.
    • Use the average between the previous and next data points.
    • Use the average between the previous and next non-empty data points.
    • Use a rolling average of previous data points.
  3. If you chose the rolling average option in the previous step, specify the number of previous data points to use for computing the rolling average.
  4. Click Next if you want to define a measure value filter. Otherwise, click Finish.

Defining a measure value filter

In the second and third steps of the wizard, you can enable measure value filtering, optionally make the filter public, and specify a default value or range for the filter. A public filter can be connected to a dashboard parameter, which can then be placed on a dashboard in the form of a selection control (⪚ dropdown list).

The second step of the Data Filter Setup Wizard.

The second step of the Data Filter Setup Wizard.


To define a measure value filter:

  1. Select the Enable measure value filtering check box.
  2. Set up the filter as described in the article, Defining a Filter.

After you complete the steps in the wizard, the Attributes column in the Measure Values grid of the KPI Designer will be updated to reflect the changes made to the measure value.

Measure attributes

The Attributes column in the Measure Values grid displays icons which indicate how the corresponding measure value has been configured. You can hover over each icon with the mouse to see a descriptive tooltip.

As an example, the set of icons in the figure below indicate that:

  • The measure value has an empty data point rule.
  • The measure value filter is public.
  • The measure value filter uses range selection.
  • The measure value filter has no validation rules placed on filter values.

Measure attributes.

Measure attributes.


Adding a calculated measure value

From the Measures and Contextual Metrics tab, you can add a calculated measure value to your KPI which is based on existing measure values (or columns).

To add a calculated measure value:

  1. Click the Add Calculated Value button which is located above the Measure Values grid. The Calculated Metric Definition Wizard is displayed.
    The Calculated Metric Definition Wizard.
  2. Follow the steps as shown in the article, Adding a Custom Column, in order to define your calculated measure in the form of a database, DundasScript™, or formula expression.

Your new calculated measure appears in the Measure Values grid.

Replacing a measure value

Click the Replace Measure button in the first grid column to replace a measure value with another one from the base virtual structure for your KPI. Once replaced, any dashboards using this KPI will continue to work without any modifications.

Replacing a measure.

Replacing a measure.


Deleting a measure value

Click the Delete Measure button in the first grid column to remove a measure value from the KPI.

Choosing a default measure value

If your KPI has more than one measure value defined, choose one of them to be the default measure value by selecting the appropriate option in the Default column of the Measure Values grid. If the KPI has only one measure value, it will be automatically selected as the default.

The default measure value.

The default measure value.


Examples

Using zero as the empty data point value

Dashboard showing daily sales for the month of August.

Dashboard showing daily sales for the month of August.


This example shows how to use an empty data point rule to show the total sales for each day in the month of August, even though sales data is only present for some of the days.

  1. Consider a virtual table, OrdersVT, with the preview as shown in the figure below. Observe that there is only data for three days.
    Preview of the OrdersVT virtual table.
  2. Create a new time dimension as follows:
    • Name: Time
    • Start date: 01/09/2006
    • End date: 01/09/2010
    • Time Periods: Year, Quarter, Month
    • Calendar: Gregorian calendar
  3. Create a new KPI based on the OrdersVT virtual table:
    • Name: Daily Sales in August 2010
    • Measure: Order Amount
    • Instant dimension: Order Date
    • Visualization axis: Order Date
  4. Replace the Order Date instant dimension with the Time dimension as shown in the article, Using an Existing Dimension. In the Configure Time Dimension Filter screen, set the filter as follows:
    • Time Dimension grain: Day
    • Default value: August, 2010
      Configure time dimension filter.
  5. A preview of the KPI appears as follows:
    Preview of the KPI.
  6. Create a new dashboard as follows:
    • Drag the Daily Sales in August 2010 KPI to the dashboard canvas. The KPI appears as a bar chart.
    • Preview the dashboard.
      Preview of first dashboard.
    • Observe that the chart does not show all days in August. Since there are only three days where there were orders, the chart shows only the range of days covered by those data points. To have the chart cover all days in August, you can either change the chart scale's Minimum and Maximum settings, or you can apply an empty data point rule as shown in the next step.
  7. Edit the KPI again as follows:
    • Go to the Measures and Contextual Metrics tab.
    • Click the Set up measure attributes button.
    • In the first screen of the Data Filter Setup wizard, select the Calculate empty data points check box.
    • Select the option, Use 0 (zero) as the empty data point value.
    • Click Finish.
    • Save, then check-in the KPI.
  8. Preview the dashboard once more to see the desired dashboard.

Dashboard showing daily sales for the month of August.

Dashboard showing daily sales for the month of August.


Related topics


Click to return to: Documentation | Defining KPIs

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