Knowage – Monitor business objectives with KPI documents

A Key Performance Indicator is an index, consisting of one or more metrics, that can be used to monitor how effectively a company is achieving key business objectives. In this Blog article, we will see how Knowage can be used to create  KPI documents (Fig.1)

Fig.1 A KPI document

The first step is to define a new measure/rule; this can be done from Kpi Model – Measure/Rule Definition menu. Clicking on the plus icon will opens the interface in Fig.2 where it’s possible to define the query.

This example suppose that the measure of interest is the number of product made in a production line, and that this number is inserted in a table every hour (Fig.3).

Fig.2 New Measure interface

Fig.3 table content

In Metadata tab it’s possible to define a typology and a category for every value selected by the query, while the Preview tab allows to check the result of configurations.

KPI can be defined from KPI Model-KPI Definition menu. The add button opens the interface in Fig. 4. Using CTRL key and space bar the system displays all measure defined.

Fig.4 KPI Definition Menu

Once the measure is choosen, clicking on it the function for that value can be selected (Fig.5). In our example we will control the minimum value assumed from the number of product made by product line. Clearly the formula can be more complex involving various measures and operators.

Fig.5 Function selection to apply to the measure

The Cardinality tab allows you to define the grouping level for the attributes of the defined measures.

Limit values can be set using the Threshold tab (Fig.6)  where specify label, minimum and maximum values and associated colors.

Fig.6 Limit value definition

The last step is to define a new Scheduler. In KPI Model-KPI Scheduler Menu, using add icon opens Fig.7 interface where in KPI tab, it can be added a KPI Association (Fig.8)

Fig.7 New Scheduler interface

Fig.8 KPI Association

In Frequency tab, can be defined start and end date and the periodicity of execution.

Fig.9 New Scheduler interface

Now a new Document can be created to view the KPI. In Fig. 10 you can see the basic configuration.

Fig.10 New KPI Document interface

In Fig.11 you can see the template build interface where it’s possible to define various configurations.

Fig.11 KPI Document designer

The result is visible in Fig.12

Fig.12 KPI Document