Calculate KPIs Using Other KPIs on the Scorecard
Use formulas with current values, targets, or the performance of other KPIs on the scorecard to calculate the value or target of a metric.
- Define the formula for a KPI.
- Use data from other KPIs (current value, performance, target).
- Define the application area of the formula (applies to all KPI properties, applies to current value only, applies to target only).
- Use formulas that depend on the number of uploaded documents.
Formulas for KPIs
To calculate a KPI using other KPIs:
- Select a KPI
- Switch to the Data tab, click on the Data source button:
- Select
Formula as a data source

The Formula dialog will be displayed:

Use Insert controls to add a KPI to the formula:
- Select if the software should use the KPI's value, progress, or performance.
- Select a KPI in the list to add it to the formula.
Apply to option defines how the formula will be applied:
- All applies the formula to all numerical properties of the indicator.
- Value only applies the results to the value of the indicator. The user can enter the target manually.
- Target only applies the results to the target of the indicator. The user can enter the current value manually.
Use [.] to search for an indicator inside the current item; use [..] to search for an indicator inside the parent item.
Tracking Evidence
An indicator on the scorecard can be configured to change its progress when evidence, such as a link or document, is uploaded.
To create such an indicator:
- Switch to the General tab of any indicator.
- Change the measurement units of the indicator to Evidence.
- Switch to the Data tab to set the required number of evidences in the Target field.