How target settings work

What are goal settings?

The content designer must take several steps to create a KPI with actual and target values ​​that a user can update at runtime.

The figure shows each step required in the process. For more information about each of these steps, see Description of Task Flow Steps for Setting Goals For procedural information about using the KPI Editor to create a KPI with goal settings, see Creating KPIs.

Describes the task flow steps for setting goals

The following list describes each step you need to take to set up KPI target settings.

  • Add actual and target values ​​to the KPI - In the KPI Editor: General Properties page, in the Actual Value and Target Values ​​fields, enter the values ​​with which the status and evaluation of the KPI are to be determined. Currently, you can only create one KPI for each Essbase data source.

  • Mark metrics as not read-only so that users can update actual and target values ​​- In the KPI Editor: General Properties page, use the Not Read-Only check box to specify which values ​​the user can change. You can make either or both of the values ​​non-read-only. If you select the Not Read-Only check box, the KPI Editor: Data Entry Security page appears as the last page in the navigation sequence in the KPI Editor (see How do I create a KPI?).

  • Select the business rule - In the KPI Editor: General Properties page, use the Post Update Business Rule list to specify the calculation script. Oracle BI EE uses the calculation script to recalculate the data after the values ​​have been changed by the user Repository Administrator uses Oracle Essbase to create the data source and calculation scripts that are displayed at design time. For additional information on calculation scripts, see Requirements for Setting Up Target Settings in KPIs.

  • Assign security at the segment level - In the KPI Editor: Data Entry Security page, specify how to secure the data. To secure the data, create segments that define a collection of read and write access permissions at the cell level. The segments can then be assigned to specific Oracle BI EE users.