What are Indicators?

 

Check out wikipedia:kpi.

 

 

Why should I use tags for Indicators?

 

You can use tags to sub divide indicators into logical groups, for example "financial", "human resources" and "sales".

 

 

When should I use breakdowns for Indicators?

 

You can use breakdowns to cascade indicators into dimensions, for example "by location", "by group" and "by product".

 

 

 

Why should I import Indicators from KPI Library?

 

KPI Library contains the largest online collection of key performance indicators. Do not invent but re-use.

 

 

Can I import KPIs from KPI Project?

 

Yes. Select import van KPI Library and select your project.

 

 

How do I import Indicators from a file?

 

Select the import option in the "indicator" tab.

 

 

What is the format for import files for Indicators?

 

The easiest way to take a look at the import format is to export some indicators. Alternatively, you can go to settings.

Some details:

Comments start with with #
Strings can be enclosed with quotes (")
Fields are separated by commas (,)
Commas within fields (quotes) are not considered to be field separators
unit: see Unit codes (%, #, Rate, etc.)
frequency: see frequencies in KPI (Every day, Every week, etc.)
exclude: -1 or 0, yes or no
hastarget: -1 or 0, yes or no
iskey: -1 or 0, yes or no
tags: separated by plus sign (+) plus sign in a tag is +
Import stops at end of file
cr = 
lf = 

" = "
' = '
< = &amp;lt;
> = &amp;gt;
+ = &amp;#43;
, = &amp;#44;
decimal separator = .

The number of fields can be 4, 8, 11 or 13

11 fields: (version 3)
name,description,direction,target,unit,frequency,exclude,iskey,owner,precision,tags

13 fields: (version 2)
        name,description,direction,target,unit,frequency,exclude,breakdown,instance,hastarget,iskey,owner,tags
        In this case: precision is 2

8 fields: (version 1)
name,description,direction,target,unit,frequency,exclude,tags
In this case: breakdown, instance and owner will be empty, hastarget is "yes", iskey is "no and precision is 2

4 fields: (for breakdowns)
name,exclude,breakdown,instance

 

 

 

What is the purpose of the Indicator field 'direction'?

 

The field "direction" in indicator defines how to interpret its trend: maximize (higher measurements are better, for example availability), and minimize (lower measurements are better, for example: overdue tasks).

 

 

How do I export Indicators to a file?

 

Go to settings to export indicators.

 

When are aggregates calculated?

The aggregates, like cumulative sum, are calculates as soon as something changes for the indicator, e.g a new score, an updated score, change of formula, etc.
As long as nothing changes, the aggregate keeps its value, also when a new year, quarter, month or week starts.
There is no schedule for recalculating this.

The work around is to enter a new score and remove the score. This will cause the aggregate to be recalculated.