Defining Step-Level KPIs
To define a step-level KPI
1. In the process editor, click a step for which you want to define a step-level KPI.
2. Click the KPIs page in the Properties view.
3. On the Business KPIs tab in the KPIs for <Step Label> section, select a KPI.
4. Click Add KPI.
5. In the Add KPI window, enter a Label for Business KPI, and click OK.
6. With the KPI selected, define the following properties for it:
Property | Description |
Name | Name of the KPI Note: | KPI names must be unique on a given Optimize server. Designer cannot, at design time, detect all the KPI names and dimension labels on the target server. However, if you duplicate a KPI name or dimension label in a process, generation of the process produces a warning. |
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Description | Description of the KPI |
Unit of Measure | How the KPI is measured |
Associated Field | Associate the KPI with actual fields in the process. Only fields that are available in the output of the step can be used. Note: | When you associate an output field with a KPI or a dimension, Designer automatically adds the field to the Logged Fields page in the Properties view. Designer does not, however, automatically remove an output field from the Logged Fields page in the Properties view if you remove it from a KPI or dimension. |
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Aggregation Type | Aggregation type can be set to SUM, AVERAGE, or LAST VALUE |
7. Add dimensions for the KPI (see Defining Dimensions) or select the check boxes corresponding to existing dimensions. A dimension must have an associated field to be used in a KPI. Important: | For any one step, all the associated fields for all measures and dimensions must be fields that are contained in the same document. Different steps in a process can use different documents, so long as any one step uses fields from only a single document. |
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