What Are Target Settings?

Prerequisites for Setting Up Target Settings in KPIs

The administrator must perform the following prerequisite tasks before the content designer can create a KPI with target settings:

• Configure the repository for target settings — The Oracle BI EE repository administrator must enable the target setting features by mapping the Oracle Essbase data source to the Physical, Business Model and Mapping, and Presentation layers in the Oracle BI repository. The administrator must then enable write back for the columns in the repository on which target settings will be enabled by selecting the Writeable option for the logical columns, followed by enabling the Read/Write permission for the corresponding presentation columns. See Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition for additional information.

• Create Calculation Scripts — The Oracle BI EE repository administrator uses Oracle Essbase to create calculation scripts for the data source. After the calculation scripts are created, they display in the Post-update Business Rule list located in the Oracle BI EE "KPI editor: General Properties page". At design time, the content designer chooses a calculation script. At runtime, Oracle BI EE uses the specified calculation script to recalculate the data after the user modifies and saves the KPI's actual and target values.

  See "Developing Calculation Scripts for Block Storage Databases" in Oracle Essbase Database Administrator's Guide for additional information about calculation scripts.

• Assign user privileges — To allow users to modify the actual and target values in a KPI the Oracle BI EE system administrator must assign the user the following privileges:

  • Access to Scorecard

  • View Scorecards or Create/Edit Scorecards

  • Write Back to Database for KPI

  See "Managing Presentation Services Privileges" in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition for additional information about Presentation Services privileges. See "What Privileges and Permissions Are Required for Scorecards?" for additional information about Presentation Services privileges.

Overview of Setting Up Target Settings in KPIs

There are several steps that the content designer must perform to create a KPI with actual and target values that a user can update at runtime. Figure 11-8 shows each required step in the process. See "Description of Target Setting Task Flow Steps" for additional information about each of these steps. See "Creating KPIs" for procedural information about using the "KPI editor" to create a KPI with target settings.

Figure 11-8 Target Setting Task Flow for Content Designers

Description of Target Setting Task Flow Steps

The following list describes each step that you must perform to set up a KPI's target settings:

• Add actual and target values to the KPI — In the "KPI editor: General Properties page", use the Actual Value and Target Values fields to specify the values to use to determine the KPI's status and score. Currently you can only create one KPI for each Essbase data source.

• Mark measures as writeable to enable users to update actual and target values — In the "KPI editor: General Properties page", use the Writeable check box to specify which values you want the user to be able to modify. You can select one or both values as writeable.

• Select the business rule — In the "KPI editor: General Properties page", use the Post-update Business Rule list to specify the calculation script. Oracle BI EE uses the calculation script to recalculate the data after the values are modified by the user. The repository administrator uses Oracle Essbase to create the data source and the calculation scripts that display at design time. See "Prerequisites for Setting Up Target Settings in KPIs" for additional information about calculation scripts.

User Interaction with Target Settings

The content designer can include KPIs with enabled target settings in watchlists, such as a KPI watchlist, objectives, and initiatives. See "Understanding Watchlists" for additional information.

At runtime a user who has been granted the Write Back to Database for KPI privilege can modify and save the actual and target values that are writeable. After the user enters and saves the values, Oracle BI EE submits the values to the repository, recalculates the aggregate values, and refreshes the watchlist.

Figure 11-9 shows a scorecard objective that contains KPIs with target settings. Note that the actual and target settings fields are surrounded by boxes, which indicate that the user can modify them.

Figure 11-9 Example of a Scorecard Objective Containing KPIs With Target Settings