Setting up KPIs

Set up key performance indicators (KPIs) for the Start Center. For example, define a KPI to measure the number of maintenance dollars spent for a production line during a month.

Select a SQL select statement for the KPI to calculate the current value for the KPI. Select a screen for which to enable a hyperlink for the KPI, and then enter a Dataspy to enable the system to automatically query for the records associated with the KPI to the called screen. You can also designate whether the KPI is accessible to all users.

To set up KPIs:

  1. Open the KPI Codes form.
  2. Click New Record.
  3. KPI Code—Enter a unique code identifying the KPI, and then enter a description of the KPI in the adjacent field. The description will be displayed for the KPI on the Start Center.
  4. Out of Service—Select to indicate the KPI should not display in KPI lookups.
  5. Frequency—Enter the frequency in days with which the KPI will be recalculated.
  6. SQL Statement—Enter the SQL statement to calculate the current value for the KPI. The system automatically populates SQL Statement Text.
    Note: SQL Statement cannot exceed the performance score limit defined in the KPISCOR installation parameter.
  7. Type—Select the KPI display type to represent the data in the Start Center, e.g., select Donut to represent the key performance indicators in a gauge graph.
  8. UOM—Enter the unit of measure for the KPI.
  9. Maintain History—Select to record the history of the KPI. See Viewing KPI history.
  10. Public—Select to give all user groups access to the KPI.
    Note: KPIs for which user groups have been associated cannot be Public.
  11. Parent—Select to indicate that the KPI is a parent KPI.
  12. Donut Radius %—If you selected Donut as the KPI type, enter the radius percentage to represent the donut.
  13. Gauge Min.—If you selected Donut as the KPI type, enter the minimum gauge value.
  14. Gauge Max.—If you selected Donut as the KPI type, enter the maximum gauge value.
  15. Screen—Enter the system screen for which to enable a hyperlink to call the screen for the KPI.
    Note: If you update Screen, the system clears Dataspy.
  16. Forms Screen—Enter the Infor EAM Forms screen for which to enable a hyperlink to call the screen for the KPI.
  17. Dataspy—Select the Dataspy used to retrieve records for the called system screen.
  18. Filter—Enter the where clause with which to associate the KPI.
  19. KPI Display Options—Select either Normalized Values (Weighted Average), Actual Values (Weighted Average), or Actual Values (Summed).
    Note: Parent must be selected to enable KPI Display Options.
  20. Click Save Record.