Generate values for a selected KPI instance

For information about how to create a KPI instance, refer to Add KPI Instances.

1. From Analysis, select Information library. The information library appears.

2. Select the KPIs tab.

3. In the grid, select the instance for which to generate values.

4. On the action bar, select Update KPI value. The Update KPI screen appears.

5. Select whether to view data based on the current date or another date.

   • If you select Process once using current date, the program creates one history record relative to the current date.

     Note: We recommend you back date values for new KPI instances, when trend information does not exist. After you create a KPI instance, you can schedule a business process to update its values. Each time the process runs, the program creates a new KPI instance history record for the values of the date the process runs.

   • If you select Back-date, the program creates several history records for the time period determined by the selected interval such as “every 3 months” or “every 7 days”. For example, if you back date a KPI for a year with an interval of every three months, the program create four history records, one of each quarter.

     If you select Back-date, enter the start and end dates for which to view data. In the Interval field, enter the interval by which to generate data.

     Warning: When you back date a KPI instance, you erase any values that fall within the specified date range previously stored for the instance.

6. Select Start. The program updates the KPI values and displays the record of the instance. For more information about the items on the record, refer toKPI Instance Record.