What are indicator rollups and how do I use them?

Scorecards on PerformancePoint dashboards depict organizational performance against agreed-upon goals, usually called targets. Each scorecard displays a collection of metrics that are known as key performance indicators (KPIs). They are represented by graphic symbols that indicate degrees of strength or weakness against goals. Each KPI is associated with a performance target. If your organization is meeting its targets, the indicators will reflect that sucess. If performance is below target, the indicators will show that, too.

When you look at a scorecard on a PerformancePoint dashboard, you can easily see how your your Key Performance Indicators (KPIs) are doing by using the indicator rollup buttons that appear at the top of most scorecards.

Screenshot: rollup indicators on a scorecard toolbar

Indicators are sets of graphics, text, and color that define levels of performance when actual values and target values of a KPI are compared. Each indicator represents a range of values for its KPI. An indicator rollup, on the other hand, provides a visual summary of the aggregated scores of its child or descendant KPIs. These rollups are used in conjunction with objective KPIs, which are KPIs that have one or more KPIs beneath them in a scorecard hierarchy. They may also be used with a collection of individual KPIs.

You can use three different types of indicator rollups to view the collective status of your KPIs:

  • Average weighted rollup     - Reflects a calculated score, combined with the weight that is assigned to each item in a hierarchy, to give a visual indication of the success of an objective KPI.

  • Indicator count Rollup     - Displays a count of the indicator images that are used in individual KPIs, or KPIs that are located beneath each objective KPI.

  • Worst child rollup     - Displays information about the child KPI that has the worst score.

What do you want to learn more about?

Average Weighted Rollup

Indicator Count Rollup

Worst Child Rollup

Average Weighted Rollup

The Average Weighted Rollup indicates an average of the weighted value of all child KPIs in your organization and gives you a good sense of the overall performance of your organization. The average weighted rollup that you see reflects overall performance against an objective KPI rather than a simple average of all KPIs.

Because some KPIs are more important than others, they are weighted more heavily. A poorly performing KPI that has low weight has relatively little impact on overall performance, A heavily weighted KPI has a more significant impact on the overall score. If performance of those KPIs is poor, the average weighted rollup clearly indicates poor performance.

For example, if it is more important for your company to sell bicycles than to sell bicycle helmets, the KPI for bicycle sales are weighted more heavily than the KPI for helmets. If only a few helmets are sold during a business quarter, but a great many bicycles are sold, the average weighted rollup indicator will reflect the stength of the bicycle sales, not the weakness of the helmet sales.

When you click the Average Weighted Rollup button Screenshot: Average Weighted Indicator Count Rollup button , the indicators are stacked in the order of how well each KPI is doing. Those that have the best performance are at the top of the scorecard, followed by those that reflect moderate performance, and ending with those that reflect poor performance. This type of stacking is the default arrangement because many users find it useful to quickly identify their best performing metrics.

Average Weighted Rollup Indicators

Screenshot: Weighted Average Rollup Indicators

Each KPI on this scorecard is weighted according to its importance. The average weighted rollup indicators in this example show overall performance against target and the overall trend.

Performance, in the above example, is neither great nor terrible and the trend is flat. If you have a scorecard with similar average weighted rollup indicators, you might want to take some action to improve the performance of your organization and to urge its trend upward.

To view the average weighted rollup on a scorecard:

  1. On the scorecard toolbar, click the Average Weighted Rollup button Screenshot: Average Weighted Indicator Count Rollup button .

  2. View the results in the top row of the scorecard.

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Indicator Count Rollup

The Indicator Count Rollup displays the number of each type of indicator that appears in the tree below it. The benefit of this type of indicator is that it tells you at a glance how many of your KPIs are performing at each target level.

For example, you might see that there are 12 indicators at the 90% to 100% level, 40 at the 60% to 89% level and 28 at the below 60% level. This information helps you immediately guage which areas require your attention and which are performing to expectations.

Indicator Count rollup indicators for objective KPIs

Sample scorecard with Objective KPS and Indicator Count Rollups

This is a rollup of indicators that are associated with objective KPIs. The indicator count rollup appears at the top. The objective KPIs are marked in this screenshot by red oblong shapes. You can see that totals for each objective KPI, when added together, equal the summary total at the top.

In this example, you can see that Safety and Quality definitely need some attention and that Environmental concerns should be investigated, too.

Indicator Count rollup indicators for individual KPIs

Screenshot of indicator rollups for individual KPIs

This is a rollup of indicators that are associated with individual KPIs. You can see two types of indicators on this chart. One set provides feedback about performance against target and the other set reflects trends. The summaries at the top show rollups of both types of indicators.

Both of the above examples show that the organization is generally performaning very well and that the trend is upward. If you have a scorecard with indicator count rollups like the ones in these examples, you are doing quite well. You can really focus, then, on improving the few problem areas.

To view the indicator count rollup on a scorecard:

  1. In the scorecard toolbar, click the Indicator Count Rollup button Screenshot: Indicator Count Rollup Button .

  2. View the results in the top row of the scorecard.

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Worst Child Rollup

The Worst Child Rollup moves the indicator of the lowest performing KPI to the objective KPI row. This rollup helps you quickly see only the worst performing KPI so that you can identify and track trends in problem areas.

Worst Child rollup indicators

Screenshot of Worst Child Rollup

This is a Worst Child rollup. The diamond shaped indicator at the top shows the poorest-performing KPI. If you look at the hierarchy, you can see that the Operations Excellence objective KPI rollup is the one in trouble. Within that objective KPI, you can see that Customer satisfaction is a problem area, and that it is on-time performance that is causing the problem. (See the black arrows).

To view the worst child rollup:

  1. In the scorecard toolbar, click the Worst Child Rollup button Screenshot: Worst Child Rollup Indicator button .

  2. View the results in the top row of the scorecard.

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