ClearPeaks OBIEE 11g Webinars - KPIs & Scorecards

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In this webinar you will learn how to build KPI's & Scorecards using this new feature from OBIEE 11g. Create Strategy Trees and Maps, Cause & Effect Diagrams, define the Mission & Vision of your …

In this webinar you will learn how to build KPI's & Scorecards using this new feature from OBIEE 11g. Create Strategy Trees and Maps, Cause & Effect Diagrams, define the Mission & Vision of your organisation etc., and visualise this information in a state-of-the-art user interface that will improve decision making at all levels of your organisation.

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  • 1. COMPANY INTRODUCTION PRESENTATION TOWelcome to the OBIEE 11g Webinar Series offered byClearPeaks.Let us know if you are experiencing any difficulty in getting thevideo and audio signal for this webinar by answering the pollsthat will appear on your screen.The Webinar will start at 16:05 CET Copyright © 2012 ClearPeaks
  • 2. COMPANY INTRODUCTION PRESENTATION TOOBIEE 11g Webinar SeriesBuilding KPIs & Scorecards with OBIEE 11g15th February 2012 Copyright © 2012 ClearPeaks
  • 3. COMPANY INTRODUCTION PRESENTATION TOPresented by … Alex Caminals • Senior BI Consultant • Computer Science Degree (Politechnical University of Catalunya, Barcelona) • More than 10 years of experience in BI • 7 years of experience in Oracle BI (incl. Siebel Analytics) Copyright © 2012 ClearPeaks
  • 4. COMPANY INTRODUCTION PRESENTATION TOAgenda 1 What’s Scorecarding? 2 Objectives 3 Overview 4 KPIs 5 Annotations and Overrides 6 LAB: Creating a KPI and Scorecard 7 Questions & Answers Copyright © 2012 ClearPeaks
  • 5. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A What’s Scorecarding? Copyright © 2012 ClearPeaks
  • 6. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AScorecarding Definition “Scorecarding is a methodology that enables you to communicate strategic goals to your organization and monitor their progress” Customer 1. Indicators are calculated Sales based on Actuals vs. Satisfaction Targets Vision & 2. Indicators roll up to Strategy strategic objectives & initiatives, then to the Employee Organisation Vision & Costs Strategy Satisfaction Copyright © 2012 ClearPeaks
  • 7. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives| Overview | KPIs | Annotations & Overrides | LAB | Q&A The Objectives Copyright © 2012 ClearPeaks
  • 8. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A The Objectives • Design a platform for defining, communicating & tracking the organisation strategy & vision • Define KPIs • Define strategic objectives & initiatives • Sub-objectives → Objectives → Vision • Define how KPIs enable strategic objectives & initiatives Copyright © 2012 ClearPeaks
  • 9. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Overview Copyright © 2012 ClearPeaks
  • 10. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AScorecards & KPIs in Oracle BI 11g• Dashboard Integration: Insert views from the scorecard into dashboards to create interactive analysis• KPI Agents: Create Agents to monitor KPI performance across the time even when you can’t• KPI & Scorecard Actions: Create Scorecard & KPIs actions to align day to day decisions with corporate strategy• Annotations and Rewriting: Collaborate and document exceptions to prevent future recurrences Copyright © 2012 ClearPeaks
  • 11. COMPANY INTRODUCTION PRESENTATION TO What’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AScorecarding - ConceptA Scorecard is the communicationvehicle to assess the organisationperformance according to its strategicobjectives & initiativesA scorecard helps answeringquestions like the following:• Where is the organisation going?• How will we get there?• What is critical to my success?• How am I doing against my goals? Copyright © 2012 ClearPeaks
  • 12. COMPANY INTRODUCTION PRESENTATION TO What’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AScorecards Use & KPIs Implication• Scorecards simultaneously define the objectives and initiatives that form your strategy to which you assign KPIs to measure progress and performance• Define target numeric ranges to evaluate the values of KPIs within corporate or department-level objectives and initiatives• Graphically communicate strategy and strategic dynamics using strategy maps, cause & effect maps, custom views, and strategy trees• Discuss the implementation and status of objectives and initiatives by adding, reading, and replying to comments Copyright © 2012 ClearPeaks
  • 13. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A KPIs Copyright © 2012 ClearPeaks
  • 14. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AWhat’s a KPI?• A KPI represents the result of a business measure evaluated against a target for that measure• You can use KPIs to assess the performance of the strategic objectives and initiatives that form levels of organizational strategy Copyright © 2012 ClearPeaks
  • 15. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A KPI - in Oracle BI EE • Evaluate metrics against their targets and alert the appropriate users via agents when targets are not met • A KPI can allow the user to drill into different levels of details based on the KPIs dimensions • Create Watch list to display trends, actual value and target in one same view • Within Oracle Scorecard use KPIs to evaluate and monitor the performance of the objectives that form the strategy and the initiatives (tasks/projects) that are needed to meet your objectives Copyright © 2012 ClearPeaks
  • 16. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AKPI - Characteristics • Have measurable values that usually vary with time • Are evaluated using targets to determine a score and performance status • Can be compared over time for trending purposes that enable you to identify performance patterns Copyright © 2012 ClearPeaks
  • 17. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AAnnotations & Overrides Copyright © 2012 ClearPeaks
  • 18. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Annotations and overrides • You can override the statuses of initiatives, objectives, or KPIs that measure the performance of initiatives and objectives Copyright © 2012 ClearPeaks
  • 19. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Overview of Scorecard UI • Demo Copyright © 2012 ClearPeaks
  • 20. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&ACreating a KPI & Scorecard Copyright © 2012 ClearPeaks
  • 21. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Creating a KPI & Scorecard The steps to create a KPI & Scorecard are: • Create a KPI • Add KPI into Scorecard Copyright © 2012 ClearPeaks
  • 22. COMPANY INTRODUCTION PRESENTATION TO What’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&ACreate a KPI• On the global header, select New and then KPI• From the Select Subject Area dialog, select SampleSales subject area for the KPI• The KPI wizard appears on the General Properties screen Copyright © 2012 ClearPeaks
  • 23. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A General Properties • Choose the Actual Value from the drop-down list, select ‘1- Revenue’: F(x): "Base Facts"."1- Revenue“ • Choose the Target Value from the drop-down list, select ‘5- Target Revenue’: F(x): "Base Facts"."5- Target Revenue" Copyright © 2012 ClearPeaks
  • 24. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A General Properties • Check the Enable trending option which shows up the Compare to prior and Tolerance fields allowing you to compare KPIs for prior periods and indicate a variance in performance. • In the Compare to prior drop-down list, expand the Time folder and select • "Time"."T02 Per Name Month" to compare with the prior month. • Enter 2 in the Tolerance field and select % Change from the drop-down list. Actual value > +1% Actual value Actual value < -1% Copyright © 2012 ClearPeaks
  • 25. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&AGeneral Properties• The General Properties screen will look like following:• Click Next button to move to Dimensionality Screen Copyright © 2012 ClearPeaks
  • 26. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Dimensionality • The Dimensionality screen allows you to aggregate KPI values, target values, and ranges, using dimensions in the subject area • You can set specific values which essentially filter the results, a process called pinning Copyright © 2012 ClearPeaks
  • 27. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Dimensionality • Add the Time and the Product hierarchies as below: • Click Next button to move to Threshold Screen Copyright © 2012 ClearPeaks
  • 28. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Thresholds • The Thresholds screen allows you to indicate whether high, low, or target values are desirable; to specify ranges and status symbols for performance; to create or assign actions based on KPI status, and so on • The Goal section provides a drop-down list that indicates a specific level of performance. Ensure that the defaults, High Values are Desirable, are selected. • The Threshold section allows you to specify numerical values or measures that separate performance levels. In the first drop-down list, which is associated with the WARNING status, select the function image fx icon and copy the following expression "Base Facts"."5- Target Revenue” * 0.94 • In the second drop-down list, which is associated with the CRITICAL status, select the function image fx icon and copy the following expression "Base Facts"."5- Target Revenue” * 0.92 Copyright © 2012 ClearPeaks
  • 29. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Thresholds • When applying the changes the final picture should looks like: • Click Next button to move to Related Documents Screen Copyright © 2012 ClearPeaks
  • 30. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&ARelated Documents• Refer to extra documents from the Catalog or Link for guiding the users to further information about the current KPI• The final picture should looks like: Copyright © 2012 ClearPeaks
  • 31. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&ADisplay results • Click the Finish button and save in My Folder the KPI named Revenue vs Target KPI • Go to home page and open the KPI to see the results that should be similar to the image below: Copyright © 2012 ClearPeaks
  • 32. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Questions & Answers Copyright © 2012 ClearPeaks
  • 33. COMPANY INTRODUCTION PRESENTATION TOWhat’s Scorecarding? | Objectives | Overview | KPIs | Annotations & Overrides | LAB | Q&A Some Answers… • Webinar Slides • Presentation will be sent via e-mail • Next Webinar • E-mail reminders will be sent to all Webinar attendees Copyright © 2012 ClearPeaks
  • 34. COMPANY INTRODUCTION PRESENTATION TOFor more Information visit:www.clearpeaks.comwww.clearpeaks.com/blogEMAIL: info@clearpeaks.comT.(Spain): +34 93 272 15 46T. (UK): +44 797 707 6717T. (MEA): +971 556 683 072 Copyright © 2012 ClearPeaks
  • 35. COMPANY INTRODUCTION PRESENTATION TO Copyright © 2012 ClearPeaks 9