Create a KPI indicator

A Key Performance Indicator (KPI) indicator is a graphical image that shows the status of a performance metric in a scorecard. To represent different levels of performance, the indicator might use different colors of a single image, or even different images. For example, an indicator might be a stoplight icon. The icon might appear green when the actual value of the KPI is close to the target, yellow when the actual value is in a marginal zone, and red when the actual value is below the target. Alternatively, an indicator might show a check mark to represent acceptable performance, and the letter X to represent unacceptable performance.

You can design your own indicators or use the collection of indicator templates that ship with PerformancePoint Dashboard Designer. (Some templates include sets of two or three indicator images, other templates enable you to specify the number of individual images.)

What do you want to do?

Create an indicator by using a predefined template

Create a custom indicator by using a blank template

Configure a KPI indicator

Configure indicator properties

Where to find more information

Create an indicator by using a predefined template

When you create an indicator by using a predefined template, you must first specify whether the indicator should be a Centered indicator or a Standard indicator.

What is the difference between a standard indicator and a centered indicator?

Standard indicators show progress toward a target value from a single direction. That is, a standard indicator can display status changes as the actual KPI value increases or decreases. For example, if your KPI tracks sales revenue, a standard indicator might change from red to green as the actual KPI values increase toward the target value.

Centered indicators show not only progress toward a target value, but also whether the actual KPI value is more than or less than the target value. For example, you might use a centered indicator to display performance status toward optimal manufacturing output, when both too much output and too little output are not what you want.

To create an indicator by using a predefined template, take the following steps.

  1. Click the Create tab, and then click Indicator.

  2. In the Select an Indicator Template dialog box, select Centered or Standard from the Category pane.

  3. From the Template pane, select an indicator template.

    Note: Many indicator templates include a specific number of levels that the indicator will display. For example, a stoplight indicator includes three levels, and the colors red, yellow, and green.

  4. Click OK to add the indicator element to your workspace.

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Create a custom indicator by using a blank template

To create a custom indicator, take the following steps:

  1. Click the Create tab, and then click Indicator.

  2. In the Select an Indicator Template dialog box, select New Wizard from the Category pane.

  3. From the Template pane, select Blank Template, and then click OK to open the Create New Indicator wizard.

  4. In the Name the Indicator pane of the Create New Indicator wizard, type a name for the indicator.

  5. (Optional) Type a path for the display folder location in the Default display folder location text box, or click Select Display Folder to browse to a folder location.

  6. (Optional) Select the Grant Read permission to all authenticated users check box. If you do not check this box, you must configure reader permissions manually. (If you do not know how, see Configure indicator properties.)

  7. Click Next.

  8. In the Indicator Type pane, select the Standard or Centered option.

  9. From the Number of Levels drop-down list, select the number of levels that you want the indicator to display.

  10. Click Finish to add the indicator element to your workspace. Before you can use the new indicator, you must configure it. For more information, see Configure a KPI indicator.

  11. Click the Home tab, and then click Publish All to save the indicator to Monitoring Server.

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Configure a KPI indicator

Before you can use a KPI indicator in a scorecard, you must configure the indicator. If you created the indicator by using a predefined template, Dashboard Designer automatically configures the indicator for you.

If you created a KPI indicator by using a blank template, or if you want to change the configuration settings for a configured indicator, take the following steps:

  1. In the Workspace Browser, select Indicators.

  2. In the workspace, select the Server tab or the Workspace tab to open a table that displays the available indicators.

  3. Double-click the name of the indicator that you want to configure.

  4. Click the Edit tab, and then click the Editor tab in the center pane to view the configuration settings for a KPI indicator. The Level column shows the number of levels that you specified when you created the indicator. Each level is labeled for display, such as Level 1 (Worst) or Level 3 (Best).

  5. The following table shows the configuration settings that you must specify for each level of a KPI indicator:

Setting

Description

 Display Name

Name to display with the KPI. Click a cell in this column to type a name.

 Image

Graphical image for the indicator. Double-click a cell in this column to browse to an image that is saved to your computer.

 Text Color

Color of the text to use in the indicator. Double-click a cell in this column to open the Color dialog box.

 Background

Background color for the indicator. Double-click a cell in this column to open the Color dialog box.

  1. Click the Home tab, and then click Publish All to save the configuration settings to Monitoring Server.

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Configure indicator properties

You can configure additional properties for a KPI indicator, including general properties such as indicator name and location, custom-defined properties, and user permissions.

To configure indicator properties, take the following steps:

  1. In the Workspace Browser, select Indicators.

  2. In the workspace, select the Server tab or the Workspace tab to open a table that displays the available indicators.

  3. Double-click the name of the indicator that you want to configure.

  4. Click the Edit tab, and then click the Properties tab in the center pane.

  5. In the General Properties section, do the following:

    • If you want to rename the indicator, type a value in the Name text box.

    • If you want to provide a description of the indicator, type a description in the Description text box.

    • If you want to provide the name of the person who owns the indicator, type the name of the person in the Person Responsible text box.

    • If you want to specify a different folder location for the indicator, type a fully qualified path name in the Display folder text box

  6. In the Custom Properties section, type values for any custom properties that you want to define. For example, you might provide a hyperlink for additional information.

  7. In the Permissions section, you can add permissions for a user or delete user permission. Do the following:

    • To add permissions for a user, click New Permission. This adds a row to the table that lists user permissions. Type the name of the user and the role (Reader or Editor) that you want the user to have. To type the user name, use the format Domain\name.

    • To remove permissions for a user, select the name of the user and then click Delete Selected Permission.

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Where to find more information

To learn more about how to create a KPI for a scorecard, click any of the following links:

See all steps that are required to build a scorecard

See how to create a scorecard by using the wizard

See how to create a KPI

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