Creating a Consolidated View

Design your KPI tree by combining indicators through automated consolidation.

This article guides you in setting up consolidation.

Warning:

Only room administrators can configure consolidation.

To create a consolidated view:  

1. Create a recipient indicator.

   Each declared indicator can be configured to receive values from a consolidation.

   Warning:

   A binary indicator cannot be a recipient indicator.

2. Click the consolidation icon.

   

   The consolidation configuration interface is displayed:

   1. Selection of the ring

   2. Selection of the formula type

   3. Selection of whether to consider empty values in the fields

   4. Selection of visibility and editability of the value after consolidation is calculated

   5. Selection of the number of decimal places to display after consolidation is calculated

   6. Definition of source indicators

3. Define the consolidation formula.

   Available Formulas

   Five consolidation formulas are available:

   • Global sum:

     • The recipient indicator receives the sum of the values of source indicators.

   • Simple average:

     • The recipient indicator receives the average of the values of source indicators.

       Note:

       If one or more source indicators have a missing value, they are ignored in the calculation.

       For example, if we consolidate 8 indicators and one of them has a missing value, only 7 values are considered.

   • Minimum:

     • The recipient indicator retrieves the minimum values of each source indicator.

   • Maximum:

     • The recipient indicator retrieves the maximum values of each source indicator.

   • Custom

     • With the custom formula you are free to define any formula by combining arithmetic operators with source indicators and fixed numbers with a simple click or a drag&drop.

       Tips:

       To calculate the MIN and MAX of several indicators, use a comma to separate the indicators.

       The syntax of the formula must be correct. If not, a red error message is displayed and the formula is not taken into account

   Formula Elements by Type of Formula

   • Recipient Indicator:

     • Every source indicator:

       • is defined with the following path: room → board → letter → ring

       • may follow a time aggregation rule.

     • Type of formula selection:

       • Sum: Yes

       • Average: Yes

       • Maximum: Yes

       • Minimum: Yes

       • Custom: Yes

   • Arithmetic operator:

     • 6 basic operators::

       • Brackets ( )

       • Arithmetic: sum +, subtraction - , multiplication *, division /

     • Type of formula selection

       • Sum: No

       • Average: No

       • Maximum: No

       • Minimum: No

       • Custom: Yes

   • Fixed number:

     • Fixed numerical value entered manually

     • Type of formula selection

       • Sum: No

       • Average: No

       • Maximum: No

       • Minimum: No

       • Custom: Yes

4. Define the source indicators.

   To define the source indicators

   1. Click + Add an indicator.

      

   2. Select the information regarding the source indicator: room, board, letter and relevant indicator

   You can:

   • add as many source indicators as you want: Repeat steps 1 and 2.

     

   • remove a provided indicator: click Remove this indicator.

   Managing Source Indicators

   Target and Recipient Ring Frequency Compatibility

   You cannot select a source indicator positioned on a ring with a frequency higher than the frequency of the ring containing the recipient indicator (e.g., consolidating a quarter into a month).

   Time Aggregation Rules

   Aggregation rules must be defined when the frequency of source rings is higher than the one of recipient rings (ex.: 31 boxes of a month to be consolidated in one month). In this case you have the choice between:

   • aggregating values with a sum

   • Aggregating values with an average

   Lifecycle

   Some elements may be changed over time, after the consolidation is setup and running. In this case, when you open the consolidation setup window, some indicators may be displayed:

   • With an orange border, if a source indicator was renamed

   • With a red border, if the source indicator was erased or the user has no access to it

   This may occur in case of data import-export.

5. Click Save.

   Your consolidated view is created.