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KPI Rollup Issue RRS feed

  • Question

  • I have 2 KPI's that are pulling information from an excel source. I have another KPI that I want to add the sum of those two child KPI's (which works)  and also a fixed target value (which isn't working). The two child KPI's don't have targets because there is no official target except for the higher level with the two KPI's are added together.

     

    How can I make this work? Here is an example of what I want where the actual is 1 less than the target.

    Parent     Actual 99    Target 100

    -Child 1    Actual 50

    -Child 2    Actual 49

    Wednesday, October 12, 2011 3:01 PM

Answers

  • I have been doing some tests and found that there is no way to get the result you are looking for without having the Target metric in child KPIs.

    So either you would have to create Target metric with dummy values or in your excel data source create a parent KPI and import that into PerformancePoint.


    http://dailyitsolutions.blogspot.com/


    Thank you for your time and comittment to helping. Not what I was hoping for, but understand theres always some type of limitation... I ended making it work in the end by making it look like it was doing a roll up, and just created a parent KPI and the data source of the actual was a filter to include the child KPI's datasource's of their actuals. This ended up giving me the full result in the end, but not as clean as I would have hoped.

    Thanks again.

    • Marked as answer by s10xtremenlow Friday, October 14, 2011 12:10 PM
    Friday, October 14, 2011 12:10 PM

All replies

  • 1. Use a Blank Objective KPI (Roll up). 

    2. Set the Actual Metric to Sum of Children.

    3. Set the Target to fixed value like 100

    4. Add the 2 child KPIs under the object KPI in your scorecard.

    5. Update and verify results.


    http://dailyitsolutions.blogspot.com/
    Wednesday, October 12, 2011 3:37 PM
  • 1. Use a Blank Objective KPI (Roll up). 

    2. Set the Actual Metric to Sum of Children.

    3. Set the Target to fixed value like 100

    4. Add the 2 child KPIs under the object KPI in your scorecard.

    5. Update and verify results.


    http://dailyitsolutions.blogspot.com/


    For the two child KPI's there is only an actual value, no target correct? If so that is what I tried and it doesn't seem to work. See below, there isn't a target.

     


    Wednesday, October 12, 2011 5:00 PM
  • Here is the child KPI
    Wednesday, October 12, 2011 5:10 PM
  • Yes, the children would have no Target.

    In you objective KPI's Target metric, try changing the 'Calculations' column to 'Default'. From screenshot it seems to be set at 'No Value'.


    http://dailyitsolutions.blogspot.com/
    Wednesday, October 12, 2011 6:16 PM
  • Yes, the children would have no Target.

    In you objective KPI's Target metric, try changing the 'Calculations' column to 'Default'. From screenshot it seems to be set at 'No Value'.


    http://dailyitsolutions.blogspot.com/

    Changed to Default. Still doesn't have a value in target :(
    Wednesday, October 12, 2011 7:28 PM
  • Sorry about that the Default would give you normalized weighted average of all child KPIs which in this case is nothing therefore you have empty cell.

    Change it to 'Source Data' or 'Data Value' whichever is available. This would force the target to use value specified.


    http://dailyitsolutions.blogspot.com/
    Wednesday, October 12, 2011 7:52 PM
  • Sorry about that the Default would give you normalized weighted average of all child KPIs which in this case is nothing therefore you have empty cell.

    Change it to 'Source Data' or 'Data Value' whichever is available. This would force the target to use value specified.


    http://dailyitsolutions.blogspot.com/

     

    I see the icon in the target field now, and I see the value in the actual field however it's showing it as 100% variance. When I change the target settings to show Target and Actual instead of Target and Variance, it shows a 0 value for actual.

    Thursday, October 13, 2011 3:29 PM
  • I have been doing some tests and found that there is no way to get the result you are looking for without having the Target metric in child KPIs.

    So either you would have to create Target metric with dummy values or in your excel data source create a parent KPI and import that into PerformancePoint.


    http://dailyitsolutions.blogspot.com/
    • Edited by Umair.Khan Thursday, October 13, 2011 8:30 PM
    Thursday, October 13, 2011 8:30 PM
  • I have been doing some tests and found that there is no way to get the result you are looking for without having the Target metric in child KPIs.

    So either you would have to create Target metric with dummy values or in your excel data source create a parent KPI and import that into PerformancePoint.


    http://dailyitsolutions.blogspot.com/


    Thank you for your time and comittment to helping. Not what I was hoping for, but understand theres always some type of limitation... I ended making it work in the end by making it look like it was doing a roll up, and just created a parent KPI and the data source of the actual was a filter to include the child KPI's datasource's of their actuals. This ended up giving me the full result in the end, but not as clean as I would have hoped.

    Thanks again.

    • Marked as answer by s10xtremenlow Friday, October 14, 2011 12:10 PM
    Friday, October 14, 2011 12:10 PM