Create KPI in PerformancePoint Dashboard Designer sharepoint 2010

Creating KPI -

Now we have our connection ready let’s create our key performance indicators (KPI). In order to create a new KPI to track whatever you want track your company. You need to follow these steps.

1.       Right – click the PerformancePoint Content folder and select New->KPI

2.       In the Select a KPI Template dialog, select Blank KPI, and then click OK.

3.       And once you have your KPI created, you can define your actual and target values. Also, select the data source and the measure.

4.       Click OK to close the dialog.

5.       Select the Target row, and click the Set Scoring Pattern and Indicator button in the Threshold area.

6.       Next, In the Edit Binding Settings dialog select the first option (Band by normalized value of Actual/Target) from the Banding method drop – down, and then click Next.

7.       In the select an Indicator step, select an indicator to use for the target that clearly shows weather the goal is met. You can choose from a collection of indicator templates available in PerformancePoint Dashboard Designer. Once you are done, Click Next.

8.       In the last step of the wizard, leave the value intent and click finish.

9.       Save the KPI by right – clicking it in the Workspace Browser, and then selecting Save.

In continuation with my earlier post about How to create scorecard in dashboard designer in this post

In PerformancePoint Services in Microsoft SharePoint Server 2010, a key performance indicator (KPI) is a scorecard element that shows at a glance whether performance is on- or off-target for a particular metric. KPIs can vary greatly in their appearance and complexity, but KPIs typically calculate how actual values compare to target values and indicate performance by using a graphical indicator. A PerformancePoint scorecard can include one or more KPIs.

By using Dashboard Designer, you can easily create and configure basic KPIs for your dashboard. You can extend those KPIs by configuring them to use additional functionality, such as calculated metrics, dimension filters, and trend indicators.

SharePoint 2010 – There are two ways to create a KPI

By using Dashboard Designer, you can create a KPI by either importing a KPI from database, such as SQL Server Analysis Services, or by using the Create a KPI wizard in Dashboard Designer.

Import KPI: When you import a KPI, you use the Create a Scorecard wizard in Dashboard Designer. The wizard enables you to copy one or more KPIs from the database server into Dashboard Designer and then configure those KPIs. Select this method when you are creating a scorecard by using the wizard or when you want to import existing KPIs from a data source.

Create a KPI – When you create a KPI, you use the Create a KPI wizard in Dashboard Designer. Select this method when you want to create a KPI separate from creating a scorecard or when you want to create and configure a new KPI that you define.

To Import a KPI by using the Create a Scorecard wizard
1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

2. In the ribbon, click the Create tab.

3. In the ribbon, in the Dashboard Items group, click Scorecard. The Select a Scorecard Template dialog box opens.

In the Category pane, click All. Then, in the Template pane, click one of the following templates:

ü  Analysis Services

ü  Excel Services

ü  Excel Workbook

ü  SharePoint List

ü  SQL Server Table

The template that you select corresponds to the kind of data source that you plan to use for the scorecard. For example, if you want to import a KPI that is stored in an Analysis Services database, select the Analysis Services template. After you have selected the template that you want to use, click OK.

5. In the Select a data source page, review the list of data sources on the SharePoint Site and Workspace tabs. Select the data source that you want to use, and then click Next. 

6. If you selected the Analysis Services scorecard template, the Select a KPI Source page opens. (Otherwise, proceed to step 7.)
Select the Create KPIs from SQL Server Analysis Services measures option, and then click Next.

7. In the Select KPIs to Import page, select the KPI (or KPIs) that you want to use by following these steps:

Click Add KPI. A KPI from the data source that you selected for the scorecard appears. Continue clicking Add KPI until you see the KPI (or KPIs) that you want to use. To remove any KPIs from the list, select a KPI and then click Delete Selected KPIs. Click Next.

8. On the Add Measure Filters page, click Next.

9. On the Add Member Columns page, click Next.

10. On the Locations page, confirm that the correct location is specified in the Create KPIs in list, and then click Finish.

To create a KPI by using the Create a KPI wizard -
1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.
2. In the ribbon, click the Create tab.
3. In the ribbon, in the Dashboard Items group, click KPI.
4. The Select a KPI Template dialog box opens.
5. In the Template pane, select either the Blank KPI or Objective template, and then click OK.
* Select Blank KPI to create a single KPI.
* Select Objective to create a KPI that serves as a heading for a group of other KPIs.
The KPI that you have created opens for editing in the workspace where you can configure it.

Source: http://technet.microsoft.com/en-us/library/ff758653(v=office.15).aspx
http://www.learningsharepoint.com/