Loading Production Measures

Note: This will be deprecated in a future release.

When you are ready to load production measures from operational data, you can review and edit the properties for specific measures before loading. You may want to adjust the Threshold, Flex, Alert Threshold, and Alert Flex settings to ensure that they reflect the data you are about to load. If you have any user-entered measures that can now be loaded from a data source, you may want to convert these measures to loaded measures.

To review, modify, delete, and add new production measures, there are several different ways you can access measures in PMF. You can:

  • Select the Scorecards panel button in the Author page and fully expand the resulting tree structure all the way down to the measure level.
  • Select the Objectives panel button in the Author page and fully expand the resulting tree structure down to the measure level.
  • Select the Measures panel button in the Author page, select a measure in the User Entered Measures folder, and then click the Measure button in the Measure Entry panel.
  • Select the Measures panel button in the Manage page and expand the tree structure to the measure level.

Selecting any of the individual measures opens the Edit Measure panel where you can view, edit, or delete measures.

The following table lists and describes the fields in the Edit Measure panel.

Field

Description

Measure Name

The measure you are editing.

Units

The unit of measure used for this measure.

Link/Unlink Objectives... (button)

Displays the Link Measures to Objectives panel, which enables you to link the measure to additional scorecards and objectives. For details on this panel, see How to Link or Unlink Measures.

Dimensions

The one-character dimension identifier or identifiers to which the measure is linked. For example, the value TOP means that the measure is linked to the Time, Organization, and Product dimensions.

Measure Loader (button)

Available only when the selected measure is a production measure. Displays the Measure Loader panel, which enables you to design and complete a measure load.

Measure Type

Type of production measure.

  • Loaded
  • User Entered

Aggregation Method

Method you can use when aggregating this measure in views.

Threshold/Flex Type

The type of value used in the Threshold/Flex fields:

  • Percent
  • Units

Threshold/Flex Direction

Direction to be used to determine how thresholding is performed.

  • Ascending - higher is better
  • Descending - lower is better
  • Range - should fall within range

For more information about these options, see Indicator Concepts.

Threshold/Flex

In the first field, the value used for the threshold, which determines the outer range when an indicator shows red.

In the second field, the value used to determine the inner edge of the yellow zone. Setting a flex of 0 indicates that the measure does not allow any deviation from the target.

Threshold/Flex Slider

Displays a grid that enables you to graphically adjust the threshold and flex values.

Calculating % Reached

Basis used for calculating the percent (%) reached for the descending measure.

  • Use Target Value
  • Use Basis Value

Basis Value

Sets a basis value for calculating Pct Reached. This is especially useful if you have a target at, or near to, zero. The Basis determines the amount above your target at which Pct Reached = 0%. This prevents very large negative Pct Reached values from being displayed.

This option is only available for Descending Measures.

Target

Select the type of target you desire.

  • Load from field
  • Use fixed value:
  • Aggregate fixed value:

When you select Use fixed value or Aggregate fixed value, the Set Fixed Target Values button appears, which opens the Fixed Target pop-up dialog box where you can select the desired target types and enter a target value for each.

Owner Id

The owner ID currently assigned to the measure. You can select another owner to reassign the measure to that owner ID.

Add Predictions... (button)

Displays the Configure Predictive Data panel, which enables you to select options for predictive data analysis.

Audit Measures

(check box)

Select this check box to archive any changes made to the measure in the PMF measures history table, used for reporting purposes.

Access Security

(check box)

When this check box is selected, data is filtered using access security at the security level of the user.

Display Format

A WebFOCUS numeric display format valid for the unit of measure. Valid format types are D (floating-point double-precision), F (floating-point single-precision), I (integer), and P (packed decimal).

The formats are I n, D n.o, F n.o, and P n.d, where n represents the maximum number of digits to display, and .o, which is optional, and .d, which is required, represent the decimal point and the number of digits to display after the decimal point. The maximum number you can code before and after the decimal point is 10 for I, 15 for D, 7 for F, and 31 for P.

For more information about numeric display options, see the Describing Data With WebFOCUS Language manual.

Description

Intuitive description of the data loaded into this measure.

Measure Report

From the drop-down menu, select an operational or PMF measure view to which users can automatically drill down.

Measure Formula

You can add a text description of the calculation method and source fields that you will use in the load procedure for this measure here. Reports use this field to prompt for actual values displayed for a measure. This field is useful to explain to constituents how a measure was calculated.

Time Summary

Option to vary how measured data is aggregated over time.

Select Standard to aggregate using standard Time rules. All of the measure data shown at higher time levels adds up to the total of all data at the lowest loaded level (for linear aggregation) and includes all percent or ratio data over the entire time period (for percent, ratio, and change in percent aggregation). This option is the default.

Select Average to show an average value, which calculates a mean average of all the data loaded across the lower Time levels for the duration of the higher level period.

Select Most Recent to show the latest values. Only the most recently loaded value of all the data loaded across the lower Time levels for the duration of the higher level period will be shown.

Note: These options will only be available if the Alternate Time Summary setting in the Summarization settings is enabled.

Loading measures tends to be an administrative function. For more information, see Performance Management Framework Administrator.

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