Specify the calculation setting for a KPI

The KPI calculation setting determines how PerformancePoint Monitoring Server calculates KPI scores, and how it creates KPI summary values such as aggregations and roll-ups. You specify the KPI calculation settings in PerformancePoint Dashboard Designer by using the Editor tab in the KPI workspace.

Monitoring Server uses the calculation setting in combination with the position of a KPI in the scorecard hierarchy to determine the role that a KPI plays in the scorecard. KPI roles vary by KPI classification:

  • Leaf-level KPI     Reflects a single performance measure. A leaf-level KPI score compares actual performance for the single measure to its target value.

  • Non-leaf KPI     Heads a group of closely related measures. A non-leaf KPI score aggregates the values of the leaf-level KPIs in the group.

  • Objective KPI     States an overall performance goal. An objective KPI score rolls up related KPI scores into a single summary indicator.

Note: Calculation settings are one of several KPI configuration options that are available in the KPI workspace on the Editor tab and the Properties tab. To learn more about all KPI configuration options, see the KPI configuration overview

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Learn more about calculation settings

Specify the calculation setting for a KPI

Next steps

Learn more about calculation settings

To learn more about the specific combinations of KPI position and calculation setting that determine KPI classification, see Configure KPI classification: leaf-level, non-leaf, or objective.

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Specify the calculation setting for a KPI

To specify the calculation setting for a KPI, take the following steps.

  1. In the Workspace Browser, double-click the KPI that you want to configure. Two tabs appear in the workspace: Editor and Properties.

  2. Click the Editor tab.

  3. In the Actual and Targets pane, select the row that contains the KPI that you want to configure.

  4. In the Calculation column, click inside a table cell.

  5. In the Calculation dialog box, select the type of calculation that you want Monitoring Server to use.

  6. Click OK.

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Next steps

Click the link that best matches your next task or your overall task.

Configure KPI classification: leaf-level, non-leaf, or objective

Configure KPI properties and permissions

Configure KPI number formats

Map a data source to a KPI

Set indicator thresholds for KPI target values

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