Define the Key Performance Indicator Template

Define the elements to be included in all your key performance indicators (KPIs).

Prerequisites

To define a KPI template, you must have a global role that grants you the following privileges:

Data Warehouse General (-R------) - To access SAP Datasphere.
Catalog KPI Template (-RU-–--) - To edit the KPI template.

The Catalog Administrator global role and the DW Viewer role template (used directly as a global role) applied together, for example, grant these privileges. For more information, see Privileges and Permissions and Standard Roles Delivered with SAP Datasphere.

Context

The KPI template generates consistency for those individuals who create KPIs. By defining the KPI template, you determine the required elements and KPI standards. For example, you can create custom attributes so that a KPI must be reviewed by one or more people and have a sign-off date.

Within the template you can create custom types, measurement types, and units of measure. For example, you can have a measure type of "density" and a default unit of "grams per cubic centimeter" or "kilograms per cubic meter".

In the KPI definition, you can give guidelines for measuring KPIs. It can have specifications per department. For example, the customer service guidelines can say that the KPIs must reference customer satisfaction with the incident.

You can create custom attributes to create tabs that specify some optional and required parameters. For example, you can create a Governance tab that contains these attributes: Reviewed by, Date Reviewed, and Approved.

After the KPI template is set, all KPIs use the same template. If someone edits the KPI template and adds a required attribute after one or more KPIs have been created and published, then the KPIs have an error and should be updated with the required template value. Catalog Users are still able to view the published KPI. Any unpublished KPIs that have an error cannot be published until the errors are corrected. Use the search functionality to find and fix those KPIs that have become invalid because the template required options have changed.

Procedure

In the side navigation area, choose  (Catalog & Marketplace)  (Search).
On the catalog search page, choose Edit KPI Edit Template.
Optional: In the Definition tab, you can see areas for KPI Type, Default Unit, and Measure Type.
- To add a custom value, choose Create and enter the name.
- To remove a default or custom value, find the value and choose  (Delete)
- To delete all custom values, choose Reset Remove Custom Values.
- To recover the original list of default values and remove any custom values, choose Reset Remove Default Values
In the Documentation section, specify what a good KPI should contain. For example, the KPI should not be overly complex, should align with other KPIs, be relevant to the business, measurable, and so on.
Optional: Choose the Add Custom Section button at the top, right-side of the page to create your attributes.
1. Enter a name for your group of attributes.
2. Optional: Select Enable Rich Text Attribute to include an attribute that is formatted to include features, such as applying text formatting (for example, color, bold, and bullet list), adding multimedia content (links to videos and images), and so on.
3. If you chose Enable Rich Text Attribute, enter a name and description, and enable the Required option if users must define the attribute before saving the section.
4. Choose Add to return to the Edit Custom Sections dialog.
5. Optional: You can add more sections by choosing Add Section. When you have finished adding sections, choose Close.
Go to the section you created and choose Add Attribute.
Enter a name for the attribute and optional description.

Choose the data type. Some data types have additional settings to complete.

Data Type	Additional Settings
Boolean	N/A
Date	N/A
Decimal	Select a Validation Type: Any Value: Users can enter any decimal value. List of Values: Users can select from a list of valid decimal values that you provide. If multiple values are acceptable, choose Multiselect. Range: Users can enter a decimal value between the Minimum and Maximum values you specify.
Integer	Select a Validation Type: Any Value: Users can enter any integer value. List of Values: Users can select from a list of valid integer values that you provide. If multiple values are acceptable, choose Multiselect. Range: Users can enter an integer value between the Minimum and Maximum values you specify.
String	Select a Validation Type: Any Value: Users can enter any string value. List of Values: Users can select from a list of valid string values that you provide. If multiple values are acceptable, choose Multiselect.
URL	N/A

In the Display Column option, choose whether you want the attribute in the Left or Right column.
Optional: Choose Required if users must define the attribute before saving the section.
Choose OK to return to the template.
Choose Save to return to the catalog.

Note

Changes to the sections and attributes can cause the functional status of an object to switch from Current to Needs Repair. Use the search functionality to find and fix those objects that need repair because the validation type or required options changed.

Results

The KPI template is saved with your custom sections.

Next Steps

You can create KPI categories or create KPIs. See Create and Manage Key Performance Indicator Categories and Create and Manage Key Performance Indicators.