KPI (Key performance indicator) is part of data processing in Design Analysis Services, this slide explains what KPI is, how to make KPI using SSAS and Displaying reports on SSRS

1. DEVELOPING KEY
PERFORMANCE INDICATORS
KIKI RIZKI NOVIANDI | MVP DATA PLATFORM

2. About Me
Microsoft Data Platform MVP Since 2006
Founder SQL Server Indonesia User Group Community
My Name : Kiki Rizki Noviandi
Milis : sqlserver-indo@yahoogroups.com
https://www.facebook.com/groups/sqlserverindonesia
http://www.kwad5.com
https://mvp.microsoft.com/en-us/PublicProfile/33869?fullName=Kiki%20Rizki%20Noviandi

3. AGENDA
•What are KPIs?
•Components of a KPI
•Creating a KPI using SSAS OLAP
•Showing report in SSRS
•KPI recommendations

4. What are KPIs?
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• Example (could have been hand-drawn)
• Employee Sales with respect to a sales quota

5. What are KPIs?
• Key Performance Indicator – a measurement of an activity with respect to a
goal/baseline/standard
• Intent is to evaluate performance associated with the activity, across different business
entities (business dimensions)
• KPIs often have a visual component to render the measurement graphically
• Gross Profit Dollars (in itself) is not a KPI
• Gross Profit Dollars as a % of a Sales Goal might be a KPI
• KPIs need to be evaluated over time and then maybe re-assessed
• The goals/thresholds of a KPI can be data-driven (i.e. goals for 2006 for one product category
might differ in 2007)
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6. Balanced Scorecoard
Balanced Scorecard (Kaplan and Norton)represents “holistic” approach to KPIs
Four perspectives:
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• Sales with respect to goals
• Sales Trend over Prior Period
• Return % against a threshold
Financial
• Customer Evaluations/surveys (90% compliance on satisfaction)
Customer Perspective
• In Manufacturing, Damages/Shortages
• In software shops, Bug Rate, Churn Rate, etc.
Internal Business Process
• % of hours spent in training programs
Learning and Growth
Progressively difficult to validate data

7. Components of a KPI
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Component Description
Overall Objective Evaluate product return dollars as a % of revenue, against a threshold % that varies by year and product
category
The Metric/measure itself Return Dollars / Revenue Dollars, as a %
The goal/threshold A table that stores threshold rates by year/category
Scoring method - Good score = Return % is below the threshold %
- “OK” or “warning” score = Return % is slightly above threshold % (maybe by half a % point)
- “Bad score means returns % is above threshold, and by more than half a % point
Graphical display (there can
be many)
Traffic lights (green=good, yellow=warning, red=bad)
Trend rule (optional) The change in returns % over the same time period a year ago (i.e. rate was 5.5% this quarter, 4.4% one
year ago, so % is up, which is not good)
Good trend - returns % is lower than LY
No trend – returns % is within two/tenths of a point of LY
Bad trend – returns % exceeds LY, and by more than two/tenths of a point

8. SSRS report with KPI function
KPI rules annotated
Additional
rules

9. SSRS report with KPI function
KPI rules annotated
Additional
rules
Rules for the KPI are “embedded” in the report.
Sort of like embedding logic in the UI/presentation layer, as opposed to the business layer
Let’s store a KPI in a central location
Link to video to recreate this report at
end of slide deck

10. Creating a KPI using SSAS OLAP
First, create necessary supporting calculations
- Employee Sales %
- Employee Sales % LY
(using ParallelPeriod)
- Point Change
between the two

11. Creating a KPI using SSAS OLAP
KPI Name
Measure to be
evaluated
Goal (could be
data-driven)
Default rendering
MDX to evaluate:
return 1, 0, -1
Optional trend and
logic (1, 0, -1)

12. Creating a KPI using SSAS Tabular
Can create KPIs using SSAS Tabular (example)

13. Using Excel to test KPIs
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14. Showing report in SSRS
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• SSRS report using the OLAP KPI
• SSRS does not show KPIs
graphically
• We need to render images
manually

15. Showing report in SSRS
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• KPI Goal and Trend in OLAP Query designer
• Values are returned as 1, 0,-1 – does not render images graphically

16. Showing report in SSRS
1) Add images to project
2) Add image control into detail row
3) Set Image source to External and then supply
expression to use specific JPG based on KPI
internal numeric value
Same
approach for
KPI Trend

17. PPS: First KPI Scorecard
There’s quite a bit going on “under the hood”
PPS provides “filter link connections” to drive the data content based on user filter selections
PPS also provides a dashboard zone interface on top of SharePoint web parts, to simply web page
authoring
Filter Link Connection
Dashboard zone
web parts
We can also
filter on empty
rows

18. Creating KPI Manually
We can create dashboard scorecards with KPIs from SSAS, or we can create KPIs manually in PPS
Also note that scorecard shows the people who report to Amy (children in the Employee Hierarchy) in the columns axis, and dates
underneath CY 2007 in the rows axis
The Manual KPI will define a ratio between the reseller sales (the “actual value”) and the reseller sales quota (the “Target value”)
Manual KPI created in PPS,
Actual sales as a % of
Target Goal

19. PPS KPI Hotlink scorecard
Filter on Date Hierarchy
Screenshot shows Top 10 cities by Reseller sales for Q4 2007 (user clicked the Channel Revenue KPI and the date of Q4 FY 2007.
Screenshot shows Top 10 cities by Internet sales for Q4 2007 (user clicked the Internet Revenue KPI and the date of Q4 FY 2007.
Notice how the 2 charts have a background color that matches the KPI
We will create the charts first, and then the KPI scorecard, and then “link them together”)
Dashboard zone web parts

20. KPI recommendations
Try not to hardwire goals and thresholds
Store in tables instead (they can change over time)
KPIs are evaluated over time – logic can change
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21. Question?

22. Thank You