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:

1. Select a KPI
2. Switch to the Data tab, click on the Data source button:

3. Select Formula as a data source

The Formula dialog will be displayed:

4. Use the Insert control to add a KPI to the formula. You can use the following:

• The KPI’s value or target
• The KPI’s progress or performance
• The number of documents attached to the KPI

5. Use the Select item to add a KPI to the formula.

6. Use the Apply to option to define how the formula should 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.

Formula syntax

The following syntax options are supported in formulas:

• [.] to reference an indicator inside the current item
• [..] to reference an indicator inside the parent item
• Conditional operator, e.g. ([KPI] < 80) ? 0 : 100, which implements the logic: if the value of KPI is less than 80, return 0; otherwise, return 100