OBIEE 11g - Creating Key Performance Indicators (KPI)

One of the important new feature is Performance Management objects in the new version of OBIEE 11g. These kind of features were not implemented in the previous version.  I’m going to demonstrate how to create KPI object in OBIEE 11g. 

After you login to OBI, you’ll see create section on the left side. You’ll just click “Create a new KPI” link it’s going to ask to select the subject area as usual. I use “Sample Sales Lite” subject area in my demo.

There are 4 parts for creating the KPI:

1- General

2- Dimensionality

3-Thresholds

4- Related Documents

In the “General Section” you’ll have to specify the “Business Owner”. Based on the KPI values, you’ll be able to contact with the “Business Owner”.  You must select one measure column for the “Actual Value” another measure column for the “Target Value”. Just a simple example: Units Ordered Units Shipped. Another option is “Trending”. If you’ve created a Time dimension in the repository, you’ll gain benefit of trending option. By using this option, you’ll be able to compare periods. 

In the dimensionality page, you’ll select the dimensions levels that you want to focus on. if you don’t want to select a value for the member, you just write “Not Pinned”.

In the thresholds page, you specify the threshold values. By default, you can specify only 2 values but it’s customizable. You can create more threshold values also you can use custom images. 

In the last page named “Related Documents”, you just specify the links for additional documents, web pages or sample reports. This is optional but good have descriptions for the KPI.

, you’ll save the KPI. 

After you save the KPI in the Presentation Catalog, you have several options to publish the KPI. Here are some examples:

• Pusblish in the dashboard.
• Use in Balanced Scorecard.
• Publish in the KPI watchlists.

As a result I’m going to publish new articles about using KPIs.