KPI Categories - Online help

KPI Management

Online help for KPI Management for a KPI Dashboard or KPI Reports.

Indicator categories are used for two purposes.

  1. KPI Indicator Category is used to organize indicators by group for easier management and ability to find indicators by group.
  2. Indicator Category is also used for reporting purposes when printing indicators for a selected Category.
  • Category order is used for reporting purposes only. Indicators within a category can be assigned an order number, and will be printed in that order. If no order number is assigned, indicators will be printed out in alpha-numeric order.
  • If a decimal point is entered, the three places behind the decimal point will indicate formating controls for reports.
  • If the numbers preceeding the decimal point (Order Numbers) are sequential, a line "Total" will follow the end of the sequence on your report by Category.
  • If a Total is not desired, enter your Order Numbers non sequential such as using only even or odd numbers.
  • If a Label or heading is desired on a report, create an Indicator without a formula and select the category and order number as with any other Indicator.

Example:

###.XYZ

 Where

X = number of characters to indent

Y = number of blank lines to follow

Z = 0 or missing for normal, = 1 for all Uppercase

Note: Only 7 significant digits is a allowed for sorting. This means 9,999.999 is the highest number.