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Procedure documentationAdding a KPI Locate this document in the navigation structure

 

KPIs are used to monitor current performance against goals that have been predefined by your organization. Using the KPI modeler, you can define a KPI so that it is available to users of SAP Smart Business at runtime.

Prerequisites

  1. You have created calculation views in the SAP HANA studio. Calculation views are SAP HANA information views that provide a composite of other views or a table. For more information, see the SAP HANA Modeling Guide under Modeling Information at http://help.sap.com/hana_platform/.

  2. You have created OData services for the calculation view or the SAP Business Information Warehouse (BW) query. OData services expose an end point that allows access to data in the BW or the SAP HANA database.

  3. You have defined the input parameters and filter settings, necessary to define the KPI, in SAP HANA calculation views.

  4. The SAP_SMART_BUSINESS_MODELER role has been assigned to your SAP HANA user.

Procedure

  1. Access the KPI modeler using the URL. Open the action menu at the bottom left corner of the home page and choose Add KPI.

  2. Define the KPI by filling-out the following fields on the Add New KPI screen:

    • KPI ID:

      Enter a unique ID for your KPI. The ID must contain the full path to the KPI’s storage location, for example sap.hba.projectSystems.MilestonesOverdue. You must enter the KPI ID in English.

    • KPI Title:

      Enter an intuitive title for the KPI. The title of the KPI should be general, for example, Revenue. This title appears in the KPI header.

      Click Additional Language Title to open the Add Title in Additional Language screen. Select the additional language in which you require the title and enter the title text. Choose Add and then Ok to close the screen.

    • Description:

      Describe the purpose of the KPI, for example, indicate where the data for the KPI is coming from, how current it is, and what should be included and excluded. You could also provide details about when the KPI is considered to be on target (green) and when it is at its warning (yellow) or critical (red) stage.

    • Semantic Object:

      Define the KPI’s navigation target. If you are using the drill-down application delivered by SAP, leave this field blank.

      If you are using a custom drill-down application, the semantic object is used to find the navigation target.

    • Action:

      If you are using the drill-down application delivered by SAP, leave this field blank.

      If you are using a custom drill-down application, enter the name of the action for the semantic object in this field.

      Note Note

      If you are using a customer drill-down application and you do not specify the semantic object and the action, the system automatically uses the measures as the semantic object and performs the action analyzeKPIDetails on the semantic object.

      End of the note.

    • Tags:

      Enter relevant tags to make it easier to search for the KPI. You can enter multiple tags separated by a comma as follows:

      Overdue, Milestone, Project

    • Improvement Direction:

      Define which improvement direction is optimal for the KPI. The following table describes the 3 available improvement directions:

      Improvement Direction

      Description

      Example

      Maximizing – Higher is better

      An increase in the KPI value is optimal

      Revenue or profit

      Minimizing – Lower is better

      A decrease in the KPI value is optimal

      Cost

      Target – Closer to the target is better

      The KPI value should optimally be close to a target value

      Stock to sales ratio

    • Value Type:

      Define the form in which the KPI information is displayed. The 3 available value types are as follows:

      • Number

      • Quantity

      • Currency

    • KPI Owner:

      Enter the name of the person responsible for the KPI.

    • OData Path:

      Enter the path of the OData service responsible for aggregating the data. In addition to an SAP HANA calculation view, you can also use an SAP Business Information Warehouse (BW) query as a data source if it is exposed as an OData service.

    • Entity Set:

      Enter the corresponding entity set in the calculation view in SAP HANA. The entity set provides the input parameters for the SAP HANA calculation view.

    • Measure:

      Enter the measure that you want to monitor in the KPI.

  3. Activate the KPI and group the KPI with other related KPIs. For more information, see Managing Groups.

More Information

To make a KPI visible to the user at runtime, you must create an evaluation and a visualization. For more information, see Adding an Evaluation to a KPI and Managing Visualizations.