Enter Financial KPI Definitions

Explanation

This activity is used to define Financials KPIs that will be defined in the target OLAP cube as calculated measures. By default a Financial KPI Definition is active, meaning that the KPI definition will be transferred to the SQL Server database when performing validation and processing options. Setting the definition as not active means that it will not lead to any measure definition in the target OLAP cube next time the cube KPIs are published.

A KPI is defined in the context of a Cube ID and a Company Group ID, e.g. each Company Group in the cube has its own KPI definitions. This also means that the same KPI ID can be present in many Company Groups in the same cube. A measure is always unique in an OLAP cube. For that reason the Measure Name that the KPI will be represented by in the OLAP cube will be suggested as the KPI ID concatenated with the Company Group Suffix defined in the referenced KPI Company Group. The Measure Name can be manually edited but must still be unique within the cube.

A Financial KPI calculation is defined by a calculation sequence. In the standard case the calculation is based on one or more Financial KPI Elements and the operators "+" (plus), "-" (minus), "*" (multiply), "/" (divide) and the left and right parenthesis.

One example could be to create a Financial KPI with the identity OPMAR (operational margin) that is calculated by dividing the Financial KPI Element name OPRES (operational result) with the element named OPREV (operational revenue).

Prerequisites

This activity has the following prerequisites:

• Configuration Settings must have been done in order to define database and servers
• Downloading of SQL Server AMO and ADOMD in Microsoft SQL Server 2014 Feature Pack and installation on current client machine if OLAP cube specific List of Values functionality is required.
• KPI Company Group information must have been defined
• OLACP Cube Set-up must have been made
• The target OLAP cube Measure Group must be known (easier if List of Values is enabled and used)
• Necessary Financial KPI Elements must have been defined

System Effects

As a result of this activity:

• The created or modified Financial KPI Definition can be validated against the target cube to make sure that the definition is correct.
• A validated Financial KPI Definition will be ready for publishing, i.e. to be defined in the target OLAP cube.

Window

Financial KPI Definition

Related Window Descriptions

Financial KPI Definition
Financial KPI Definitions
Connection Settings
OLAP Cube Set-up
Financial KPI Element

Procedure

To perform this activity,

1. Open the Financial KPI Definition window.
2. Define the identity of the KPI and a description.
3. Define the scope, i.e. the Cube ID and the Company Group ID.
4. Define if the KPI should be Active or not.
5. Define Cube Settings, i.e.

   • Measure Name of the KPI in the OLAP cube. The name is suggested automatically but can be modified. The Measure Name must be unique with the cube.
   • Measure Group in the OLAP cube where the new measure should be defined. List of Values functionality is the easiest to get the correct name.
   • Display Folder, i.e. a sub folder in the Measure Group where to define and display the measure. Can be specified as e.g. "\Folder1\Folder2"
   • It is also possible to reuse an already existing KPI in a calculation sequence. Furthermore you can use factors in the calculations sequence, e.g. to simulate result after taxes.
   • Visible if the measure should be visible when browsing the cube

6. Use the detail table to define how to calculate the Financial KPI.

   • Each instruction, calculation detail, has a sequence number to define the correct order in the final expression
   • Select a Calculation Item, i.e. a KPI Element, a Factor, an Operator or a reference to an existing KPI definition.

7. Use right-click option Validate KPI to validate the definition