Date Ranges and Periods in KPI Scorecards

The ranges structure in a kpiscorecard defines the date ranges or periods to use in KPI data calculations. The useperiods Boolean element of the kpiscorecard determines whether periods should be used instead of date ranges.

Each date range or period in the ranges structure is represented by the range structure. The following is an example of a ranges structure that uses date ranges instead of periods:

              ...
    <useperiods>F</useperiods>
    ...
    <ranges>
        <range>
            <range>THIS_FISCAL_HALF</range>
            <comparewithprevious>F</comparewithprevious>
            <invertcomparison>T</invertcomparison>
        </range>
        <range>
            <range>LAST_YEAR</range>
            <comparevalueto>THIS_FISCAL_YEAR</comparevalueto>
            <comparewithprevious>F</comparewithprevious>
            <comparisontype>SUM</comparisontype>
            <invertcomparison>F</invertcomparison>
        </range>
    </ranges>
    ... 

        

Use the range and comparevalueto elements to reference the specific ranges that you want to compare. For more information about valid ranges, see:

• kpi_ranges_daterange

• kpi_ranges_daterange_report

• kpi_ranges_period

• kpi_ranges_daterange_or_period

Set the comparewithprevious Boolean element to T when you want to compare the result of the range comparison with the range comparison above it.

Set the comparisontype element to any of the following values to define the type of relationship or operation to perform:

• RATIO_ABSOLUTE: KPI2 / KPI1

• RATIO_PERCENT: 100 * (KPI2 / KPI1)

• SUM: KPI1 + KPI2

• VARIANCE_ABSOLUTE: KPI2 - KPI1

• VARIANCE_PERCENT: 100 * (KPI2 - KPI1) / KPI1

Set the invertcomparison Boolean element to T to invert the operation used to calculate the comparison type.

Set the label value to the text that should appear as a row or column header in the KPI scorecard portlet.

For more information about range elements, see range.

General Notices