Drill Down

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A drill-down list view can be invoked by double-clicking the KPI.

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The result is a list of objects that were used to calculate the KPI.

This list view can be analyzed by grouping and sorting data.

Scorecard

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To view and analyze the collection of KPI, the Scorecard can be used.

Under the Scorecard navigation item, Scorecards with linked KPI can be created.

Definition

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Click new Definition to define a new KPI.

Name    
KPI name.

TargetObjectType    
The type of business object the KPI is designed for.

Criteria    
Specifies the Criteria that is used to calculate each measurement item based on the MeasurementFrequency property. The CurrentValue of the entire KPI instance represents the last measurement value.

Direction    
The Direction { LowIsBetter, HighIsBetter } enumeration value specifies how to treat deviation from a previous measurement result.

Expression.
An expression that is used to evaluate KPI – Sum, Count, Avg, etc. In Windows Forms applications, you can use the PopupExpressionPropertyEditor Property Editor to simplify the creation of an expression of any complexity with the help of the Expression Editor dialog.

Range    
The period to analyze.

Compare    
The Boolean flag that indicates if current KPI values should be compared to previous values calculated using the RangeToCompare period.

RangeToCompare    
The past period to be compared with the Range.

MeasurementFrequency    
The Range is split into intervals, and the MeasurementFrequency specifies the size of each interval. For each interval, a KPI value is calculated.

GreenZone, RedZone    
Specify the KPI value’s “green” and “red” ranges, which can be used for visualization. You can define Conditional Appearance rules that take these values into account.

SuppressedSeries    
Specifies the range whose sparkline is suppressed in the Dashboard. The SuppressedSeries editor is invisible by default. More details on this property are provided below.

Overview

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Key Performance Indicators (KPI) are quantitative measurements of dynamic business processes.

For instance, an important performance indicator for a trading company might be daily sales, and for a team of developers it might be the number of active bugs in their product.

For better visualization, KPI value ranges can be split into a “green zone” (everything is OK), a “yellow zone” (warning), and a “red zone” (things are problematic).

When KPI are based on a time range, it can be useful to compare the values of different periods (for instance, the current month versus the previous month).

If a deeper analysis (drilldown) is required, then the objects from which an indicator was calculated can be listed.