Example: Creating KPI templates to generate KPIs

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A system administrator wants to reuse common KPI queries to quickly create multiple KPIs.

About this task

A system administrator, John, works for a large manufacturing company, which has three sites: Boston, Miami, and Detroit. Work supervisors want John to create KPIs so that they can monitor incomplete work orders in each of the sites. John can make the site a variable in the query so that he can use the same KPI template to create KPIs for each site. After he creates the KPI template, he can update it later.

Procedure

  1. In the KPI Templates application, create a KPI template.
  2. In the Application field, select WOTRACK.
  3. Specify the decimal calculation.
  4. Enter the following KPI query: 
    select count(wonum) from workorder where status not in ('COMP', 'CLOSE') 
and istask = 0 and targstartdate < sysdate and siteid=${mysiteid}
  5. To define variables for the KPI query, in the KPI Variables section, click New Row.
    1. In the Variable Name field, enter mysiteid.
    2. In the Object field, select WORKORDER.
    3. In the Attribute field, select SITEID.
  6. Create the KPIs.
    1. In the KPI section, click New Row and enter the target, caution, alert values for the KPI that you want to create for the Boston site.
    2. In the Variable Values section, enter BOSTON as the value for the mysiteid variable.
    3. In the KPI section, click New Row and enter the target, caution, alert values for the KPI that you want to create for the Miami site.
    4. In the Variable Values section, enter MIAMI as the value for the mysiteid variable.
    5. In the KPI section, click New Row and enter the target, caution, alert values for the KPI that you want to create for the Detroit site.
    6. In the Variable Values section, enter DETROIT as the value for the mysiteid variable.
  7. Save the KPI template and click Generate KPIs.
    You can access the generated KPIs in the KPI Manager application.