{"title":"KPIs","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/","description":"Create reusable KPIs to ensure consistent calculations across all your reports.","content":"\u003cp\u003e\u003cem\u003eKPIs\u003c/em\u003e can be created and managed through the \u003cstrong\u003eReport Designer\u003c/strong\u003e menu under \u003cstrong\u003eKPIs\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image012.png\"\u003e\u003c/p\u003e\n\u003cp\u003eA KPI is a calculation/key figure that you can reuse across multiple reports. KPIs are used in the same way as measures (amount, quantity). Instead of dragging an amount or quantity into the report, you drag out the complete KPI.\u003c/p\u003e\n\u003cp\u003eKPIs can be based on:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eExpressions (simple or complex selection of dimensions)\u003c/li\u003e\n\u003cli\u003eMeasures (amount, quantity)\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"kpis-based-on-expressions\" class=\"group\"\u003eKPIs based on expressions\u003ca class=\"prose-heading-self-link\" href=\"#kpis-based-on-expressions\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eWhen a KPI is based on an expression, it must include information about which measure (amount, quantity) it will have an effect on. Example: GrossProfit is Sales \u0026ndash; Costs. When creating this KPI, it will be significant whether you choose the actual amount or budget amount as your measure.\u003c/li\u003e\n\u003cli\u003eA KPI has a formula. The formula is based on expressions and normal mathematical operators (+, -, /, *) and constants.\u003c/li\u003e\n\u003cli\u003eIt is also possible to add period functions to a KPI.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"kpis-based-on-measures\" class=\"group\"\u003eKPIs based on measures\u003ca class=\"prose-heading-self-link\" href=\"#kpis-based-on-measures\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eFor KPIs based on measures, you must select a Factset (module) that the measures you want to use are included in. For example, if you want to use the \u003cem\u003eNet amount\u003c/em\u003e from General Ledger, you must select the General Ledger factset. An example of a measure-based KPI is \u003cem\u003eaverage price\u003c/em\u003e, which is the amount divided by quantity.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/KPIs.png\"\u003e\u003c/p\u003e\n\u003cp\u003eFrom the \u003cstrong\u003eKPI\u003c/strong\u003e dialog, you have access to the following options to manage the KPIs:\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003cstrong\u003eButton\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eFunction\u003c/strong\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image005.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to create a new KPI group. In the \u003cstrong\u003eKPI Groups\u003c/strong\u003e dialog, make sure to enter a KPI group name before starting to select values for the KPI. You may also enter a description for the KPI.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image006.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to open the \u003cstrong\u003eKPI Groups\u003c/strong\u003e dialog and edit the currently selected KPI group.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image007.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to delete the selected KPI group.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image008.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to create a copy of the selected KPI group. The newly created expression group may be modified with the \u003cstrong\u003eChange\u0026hellip;\u003c/strong\u003e function.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image009.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to open a network browser window and import a KPI group. Valid files are other OSR expressions with the *.xml format.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/img/en/image015.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClick to open a network browser window and export a KPI group to the location. The newly exported expression group will be in the *.xml format.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n","children":[{"title":"Use KPIs in reports","description":"Drag predefined KPIs directly into your template to simplify report building.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/use-kpi-in-reports/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/use-kpi-in-reports/"}]}