Lesson 7: Create Key Performance Indicators

In this lesson, you will create Key Performance Indicators (KPIs). KPIs are used to gauge performance of a value, defined by a Base measure, against a Target value, also defined by a measure or by an absolute value. In reporting client applications, KPIs can provide business professionals a quick and easy way to understand a summary of business success or to identify trends. To learn more, see KPIs.

Estimated time to complete this lesson: 15 minutes

Prerequisites

This topic is part of a tabular modeling tutorial, which should be completed in order. Before performing the tasks in this lesson, you should have completed the previous lesson: Lesson 6: Create Measures.

Create Key Performance Indicators

To create an InternetCurrentQuarterSalesPerformance KPI

  1. In the model designer, click the FactInternetSales table (tab).

  2. In the measure grid, click an empty cell.

  3. In the formula bar, above the table, type the following formula:

    InternetCurrentQuarterSalesPerformance :=IFERROR([InternetCurrentQuarterSales]/[InternetPreviousQuarterSalesProportionToQTD],BLANK())  
    

    This measure will serve as the Base measure for the KPI.

  4. Right-click InternetCurrentQuarterSalesPerformance > Create KPI.

  5. In the Key Performance Indicator (KPI) dialog box, in Target select Absolute Value, and then type 1.1.

  6. In the left (low) slider field, type 1, and then in the right (high) slider field, type 1.07.

  7. In Select Icon Style, select the diamond (red), triangle (yellow), circle (green) icon type.

    as-tabular-lesson7-kpi

    Tip

    Notice the expandable Descriptions label below the available icon styles. Use this to enter descriptions for the various KPI elements to make them more identifiable in client applications.

  8. Click OK to complete the KPI.

    In the measure grid, notice the icon next to the InternetCurrentQuarterSalesPerformance measure. This icon indicates that this measure serves as a Base value for a KPI.

To create an InternetCurrentQuarterMarginPerformance KPI

  1. In the measure grid for the FactInternetSales table, click an empty cell.

  2. In the formula bar, above the table, type the following formula:

    InternetCurrentQuarterMarginPerformance :=IF([InternetPreviousQuarterMarginProportionToQTD]<>0,([InternetCurrentQuarterMargin]-[InternetPreviousQuarterMarginProportionToQTD])/[InternetPreviousQuarterMarginProportionToQTD],BLANK())  
    
  3. Right-click InternetCurrentQuarterMarginPerformance > Create KPI.

  4. In the Key Performance Indicator (KPI) dialog box, in Target select Absolute Value, and then type 1.25.

  5. In Define Status Thresholds, slide the left (low) slider field until the field displays 0.8, and then slide the right (high) slider field, until the field displays 1.03.

  6. In Select Icon Style, select the diamond (red), triangle (yellow), circle (green) icon type, and then click OK.

What's next?

Go to the next lesson: Lesson 8: Create Perspectives.