Defining KPI Scorecard Date Ranges or Periods
You can define the date ranges to use in KPI data calculations when you are creating a new scorecard or editing an existing scorecard.
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To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard, and Entering Basic Scorecard Information.
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To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.
If you have checked the Use Periods box on a KPI scorecard, you need to define periods rather than date ranges, and the name of the Date Ranges subtab is changed to Periods. Please note that you cannot clear the Use Periods box after the KPI scorecard has been saved.
To define date ranges for a KPI scorecard:
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On the Date Ranges subtab of the Content subtab, in the Range column, specify date ranges to be applied to all KPI scorecard data.
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In the Compare Value to field, select a date range to compare to the first range you selected.
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Check Compare with Previous if you want to compare the results for this comparison to the date ranges listed above this one.
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Select one of the following comparison types:
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Variance (Percent) : 100*(B-A)/A
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Variance (Absolute) : B-A
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Ratio (Percent) : 100*B/A
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Ratio (Absolute) : B/A
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Sum : A + B
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Check the box in the Invert Comparison column if you want to invert the operation used to calculate the comparison type.
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Enter a Label for this date range. This label appears as a column or row header in the portlet.
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Click Add, if you are adding a new KPI to the scorecard, or OK, if you are editing an existing KPI entry).
If you select multiple relative date ranges, such as 2 months ago, you can display the explicit dates in the KPI Scorecard portlet, by checking the Show Date Row box in the KPI Scorecard Setup dialog. See Adding a KPI Scorecard Portlet to a Dashboard.
KPI scorecards do not support results that are unions of two comparisons. If you enter a KPI comparison as a row on the KPIs subtab and also enter a date range comparison on the Date Ranges subtab, that KPI comparison displays a result of N/A in the KPI Scorecard portlet. To work around this limitation, try defining the comparison as a formula instead. For example, instead of entering Quota for KPI, Sales for Compare Value To, and Variance (Percent) for Comparison Type, enter Formula (Percent) for KPI and {SALES}/{QUOTA} for Formula. See Defining KPI Scorecard Formulas.