Define KPI structures to create parent/child relationships between KPIs. The scores for child KPIs roll up to all of the child’s parents. For example, you create a parent KPI to measure the overall efficiency of a production department during a month. You associate the parent KPI with child KPIs whose score will roll up to the score for the parent KPI. One child KPI measures the number of units the production line produces during a month. A second child KPI measures the maintenance costs for a production line during a month.
Each of the child KPIs must be assigned a weight based on their importance, and the sum of all child KPIs assigned for a parent KPI must be equal to 100. Datastream 7i uses the value assigned for the weight of a child KPI to translate the normal score for a child KPI when rolling the score up to a parent KPI. For example, when calculating the score for the parent KPI, you consider the number of units produced to be more important than the number of maintenance dollars spent. Therefore, you assign a weight of 70 for the number of units produced and a weight of 30 to the maintenance dollars spent.
Follow these steps to define KPI structures.
Open the Defining KPI entries form (BMKPIC).
Query for the parent code for which to define KPI structure.
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Parent must be selected for the parent KPI to which you wish to assign child KPIs. |
Click the KPI components tab. Datastream 7i displays the KPI components page.
KPI component—Click to select the child KPI component for the parent KPI.
Weight—Enter the weight for the child KPI component to use when calculating the Current value and Normal score for the parent KPI.
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The sum of the weight of all child KPI components defined for a parent KPI must be 100. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.