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Procedure documentationImporting Key Performance Indicators Locate this document in the navigation structure

 

You can add several key performance indicators at one time by creating a text file that contains all the KPI data, and then importing the text file into Planning and Consolidation.

Note Note

The default performance band specifications shown in the table below are key performance indicators for income accounts. To create a similar performance band for expense accounts, reverse the signs plus sign (+) and minus sign (-).

End of the note.

If you are moving KPIs from one server to another, you can import the Insight configuration file to the new server (see System Configuration Export and Import).

Procedure

  1. Create a text file that contains one line item for each KPI you want to define and import.

    The following table describes the fields you define for each line item, separated by a delimiter of a vertical slash (|) or a caret (^):

    Field

    Description

    User Name

    (Required) The name of the user for which you are defining the KPI. The syntax is <domain name (if required)>\<user name>. An example of a domain and user name is mydomain\hjacobs.

    Application

    (Required) The name of the application for which you are defining the KPI. An example of an application is Finance.

    KPI Name

    (Required) A meaningful name for the KPI. The name displays in the first column of the Dashboard view. An example of a KPI name is Total Revenue.

    KPI Fact

    (Required) The ID of the account for which you want to define the KPI. An example of a KPI fact is ACCOUNT.[TOTREV].

    Constraint

    (Optional) The dimension members for which you want to define the KPI. When blank, the system uses the topmost members in the hierarchy to which you have access. Otherwise, enter the desired dimension members. An example of a constraint is ENTITY.[MCG1],PRODUCT.[TOP].

    Notified

    (Required) Y (default) indicates you want the system to notify you by e-mail when the KPI is within the under-performer or weak range. N indicates you do not want an e-mail alert.

    Normal Performer Band

    (Optional) The value that defines the normal performer range. When blank, the default is (-0.05 to 0.05).

    Strong Performer Band

    (Optional) The value that defines the strong performer range. When blank, the default is (0.2,).

    Over Performer Band

    (Optional) The value that defines the over-performer range. When blank, the default is (0.05 to 0.2).

    Under Performer Band

    (Optional) The value that defines the under-performer range. When blank, the default is (-0.2 to -0.05).

    Weak Performer Band

    (Optional) The value that defines the weak performer range. When blank, the default is (-0.2).

  2. Save the text file to the Web server.

  3. Within Insight Administration, choose Import User KPIs from the User Management tab.

  4. Enter the path to the text file you saved in step 2.

  5. Enter a vertical slash (|) or a caret (^).

  6. Choose Import.