Scorecards Metadata Guide

Transcription

1 NN

2 Document status: Standard Document version: 0101 Document date: 6 October 2009 All Rights Reserved While the information in this document is believed to be accurate and reliable, except as otherwise expressly agreed to in writing NORTEL PROVIDES THIS DOCUMENT "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED The information and/or products described in this document are subject to change without notice Nortel, Nortel Networks, the Nortel logo, and the Globemark are trademarks of Nortel Networks All other trademarks are the property of their respective owners

3 3 Contents New in this release 5 Features 5 Introduction 7 Conventions used in this guide 7 Customer support 8 Finding the latest updates on the Nortel Web site 8 Getting help from the Nortel Web site 8 Getting help over the phone from a Nortel Solutions Center 8 Getting help from a specialist by using an Express Routing Code 9 Getting help through a Nortel distributor or reseller 9 Basics 11 Understanding Roles and Access Rights 11 Starting the Web Application 12 Seat-Based Licensing 13 Navigating Within the Web Application 14 Printing a Page 15 Setting Preferences 16 Getting Help 17 Logging Off the System 17 Cognos and ReportNet 19 About ReportNet 19 Query Studio 19 Report Studio 20 Cognos Connection 20 Framework Manager 20 Creating an Ad Hoc Report 21 Query Subjects and Topics 23 Query Subjects 23 DIMASSESSMENT 23 DIMBASEMEASURE 24 DIMEMPLOYEE 24 DIMEMPLOYEEAUTHROLE 25 DIMEMPLOYEEJOBTITLE 26 NN Standard 70 6 October 2009

4 4 Contents DIMEMPLOYEEORG 26 DIMGOAL 27 DIMGOALREDUCTION 28 DIMKPI 30 DIMKPIAUTHROLE 35 DIMOBJECTIVE 35 DIMORGANIZATION 36 DIMPERIODICITY 38 DIMSCORE 38 DIMSOURCESYSTEM 39 DIMTIME 39 FACTASSESSMENT 40 FACTBASEMEASURE 41 FACTGOALREDUCTION 41 FACTKPI 42 FACTNOTES 44 FACTOBJECTIVE 45 KPIOBJECTIVE 46 PERSONALKPIFILTER 46 SCORECARDWEIGHT 46 Topics 47 Scorecard 47 Source Measures 52 NN Standard 70 6 October 2009

5 5 New in this release The following sections detail what s new in (NN ) for Release 70 "Features" (page 5) Features This document is the first release of the NN Standard 70 6 October 2009

6 6 New in this release NN Standard 70 6 October 2009

7 7 Introduction This guide is intended for use by ad hoc query analysts It documents query subjects and topics that you can use in ad hoc queries using the Cognos Query Studio Please note that this document is intended primarily for viewing on-line However, the format of the document is based on that of a printed manual, to support customers who print all or portions of the document For similar reasons, entries in the Table of Contents and cross references refer to page numbers Those same entries function as hyperlinks for ease of use when the document is viewed electronically The document contains the following chapters: " Basics" (page 11) "Cognos and ReportNet" (page 19) "Query Subjects and Topics" (page 23) Conventions used in this guide The following table describes some of the conventions that are used in this document: Area Menu items Document names Menu items are highlighted in bold as in the following example: From the menu, choose File > Preferences > Options Document titles appear in italics For example: For more information, see the Quality Monitoring 77 Installation Guide NN Standard 70 6 October 2009

8 8 Introduction Area Buttons, functions, and dialog box and window names User variables Specific button or function names are highlighted in bold The following example shows how a button and dialog names appear in the documentation: On the Restore base dialog, click OK When the user is expected to type a value, the name of the variable to be replaced is surrounded by < > For example: The notation <ER Server Name> refers to the name of your Enterprise Reporting server When you see this notation, replace it with the actual name of the Enterprise Reporting server Customer support This section explains how to get help for Nortel products and services Finding the latest updates on the Nortel Web site The content of this documentation was current at the time the product was released To check for updates to the latest documentation, go to wwwnortelcom/documentation Getting help from the Nortel Web site The best way to get technical support for Nortel products is from the Nortel Technical Support web site: wwwnortelcom This site provides quick access to software, documentation, bulletins, and tools to address issues with Nortel products download software, documentation, and product bulletins search the Technical Support web site and the Nortel Knowledge Base for answers to technical issues sign up for automatic notification of new software and documentation for Nortel equipment open and manage technical support cases Getting help over the phone from a Nortel Solutions Center If you do not find the information you require on the Nortel Technical Support web site, and have a Nortel support contract, you can also get help over the phone from a Nortel Solutions Center In North America, call Nortel ( ) Outside North America, go to the following web site to obtain the phone number for your region: NN Standard 70 6 October 2009

9 Customer support 9 wwwnortelcom/callus Getting help from a specialist by using an Express Routing Code To access some Nortel Technical Solutions Centers, you can use an Express Routing Code (ERC) to quickly route your call to a specialist in your Nortel product or service To locate the ERC for your product or service, go to: wwwnortelcom/erc Getting help through a Nortel distributor or reseller If you purchased a service contract for your Nortel product from a distributor or authorized reseller, contact the technical support staff for that distributor or reseller NN Standard 70 6 October 2009

10 10 Introduction NN Standard 70 6 October 2009

11 11 Basics This chapter provides a short introduction to It includes the following sections: "Understanding Roles and Access Rights" (page 11) Understanding how access to all functions in is controlled "Starting the Web Application" (page 12) Opening and logging into s web application "Navigating Within the Web Application" (page 14) Introducing the web application s setup and workflow, navigating in the web application, using its pages, and entering data "Setting Preferences" (page 16) Setting your local time zone, opening page, and other personal preferences "Getting Help" (page 17) Using the web application s help system and other documentation "Logging Off the System" (page 17) How to end your session Understanding Roles and Access Rights Access to all functions in is controlled through the use of roles A role defines the user s access rights; each user must be assigned a role in order to log into and will display or enable only those functions a user s role provides access to Each user s role is also assigned a scope The scope can be either the organization level to which the role applies or campaign to which the role applies For example, a manager may have access to the records of people in his own organization but not those in other organizations, or a scheduler can have rights to schedule Campaign A, but not Campaign B Roles limited to generic (non-organizational and non-campaign) functions do not have scopes NN Standard 70 6 October 2009

12 12 Basics The comes preconfigured with six different roles: Ad Hoc Query Analyst Ad hoc query analysts typically have access to one specific area of, the Ad Hoc Reports section of the Reports module This section allows analysts to create ad hoc queries using the Cognos Report Studio Agent Agents can generally view schedules, request time off, request shift swaps, participate in shift bidding, enter their time and activities, and view their scorecards Manager Managers can generally manage people, view group schedules, approve agents requests, view adherence status, authorize adherence exceptions, create and view reports, and view and configure employees scorecards Administrator Administrators can generally set up and administer the s functions and organizations, such as Organization Setup, Security Setup, System Setup, Scorecards Setup, and Request Management Setup Supervisor Supervisors have a more limited set of permissions than managers They can view scorecards for themselves and their employees, and view highlights They also can use the Reports module Scheduler In addition to their use of Forecasting and Scheduling, schedulers can use s web application for a variety of tasks, including publishing schedules, viewing adherence data, managing requests, and viewing their own scorecards and organization scorecards Starting the Web Application Step Action 1 Open your web browser and type the URL of the server location where Workforce Management is installed The Login page opens 2 your Username and Password (both are case-sensitive) in the appropriate dialog boxes, then click Login Workforce Management opens to the default page for your role or the one you have selected in Preferences Note: The following are special characters, and cannot be used within : ([) left square bracket (]) right square bracket (<) less-than sign NN Standard 70 6 October 2009

13 Starting the Web Application 13 (>) greater-than sign (\) reverse solidus (backslash) (") quotation mark (&) ampersand (!) exclamation point (?) question mark Individual pages within might restrict the use of some other characters If you have forgotten your password, and provided your company s networking and security environment permits, you can click Reset Password The system will prompt you for certain data to identify you (the same data specified in the Self Identification section of the Workforce Management Administration Guide (NN )), and if an address has been registered for you, it will send a temporary password to your address You can use this temporary password to log in; the system will then require you to change the temporary password and log in using the new password you have selected End Note: If an address is not registered for you, you will be instructed to contact your system administrator either to reset your password or register an address for you, so you can reset it yourself Seat-Based Licensing Licensing is based either on the total number of employees, or the number of concurrently scheduled employees, also referred to as seats If your license is based on seats, and your current schedules, published or unpublished, exceed the number of seats for which you are licensed, all users will see one or both of the following error messages displayed on the login page: (x) seats are scheduled from <y> to <z> Your license does not allow more than <n> seats Please contact your system administrator for assistance (x) seats are published from <y> to <z> Your license does not allow more than <n> seats Please contact your system administrator for assistance NN Standard 70 6 October 2009

14 14 Basics These error messages will continue to appear until the number of seats problem has been rectified If this situation occurs for you and your users, please contact your Witness sales representative as quickly as possible to resolve this situation Navigating Within the Web Application Workforce Management uses a web-browser-based interface with a navigation bar and multiple levels of tabs The topmost level of navigation consists of modules, such as the following: The next level of navigation is referred to as a section, such as the following: The next level of navigation is referred to as a tab, such as the following: Finally, a different type of lower-level navigation, consisting of sidebar elements, is only used in the System module s Administration section General controls are located above the navigation bar: Click Refresh to update the data on your page Click Print to print a copy of the current page Click Send Message to send a pop-up alert to selected target users See Sending Messages section of the Workforce management Administration Guide (NN ) Click Enter What If to enter What If mode See The What If Mode section of the Administration Guide (NN ) Click Preferences to open the Preferences window See the Setting Preferences section of the Administration Guide (NN ) Click Help to open the Help system and display help for the current page See the Getting Help section of the Administration Guide (NN ) Click Logout to log out of the See the Logging Out section of the Administration Guide (NN ) NN Standard 70 6 October 2009

15 Navigating Within the Web Application 15 Navigate by clicking the appropriate button for the module, section, tab, or sidebar element you want to use Note that the button configuration changes depending on the user s role Note 1: If you resize your browser window, the rightmost buttons on the button bar may be hidden Resize your browser window, scroll horizontally, or change your screen resolution to see them Note 2: If you find yourself frequently changing among two or three tabs, you can open multiple sessions in separate browser windows to make your access to these tabs quicker and easier This guide is intended for use by those with the ad hoc query analyst role; as such, you only have access to one module and section of the Nortel Workforce Management, as shown below: Printing a Page Step Action 1 Click Print on the navigation bar The Print dialog box opens 2 On the Options tab, select Print frames as laid out on screen 3 Click Print End NN Standard 70 6 October 2009

16 16 Basics Setting Preferences You can set your viewing preferences by clicking Preferences on the navigation bar These settings remain in effect until you change them Note: These settings affect only your display Some of the preference settings shown may not be applicable to you, depending on your license Preferences allow you to choose the following display options: User Interface: Show Navigation Images toggles the display of the images shown above the module names in the navigation bar Suppressing the display of the images allows more information to be displayed on your monitor, somewhat reducing the need to scroll Show Organization Dropdown in Hierarchical Order determines how organizations are displayed in drop-down menus If this parameter is checked, organizations are displayed in hierarchical order, that is, indention is used to show peer, parent, and child relationships All organizations are shown, even those not in a user s scope If this parameter is not checked, organizations are listed alphabetically Only organizations in a user s scope are shown Repeat Header Every N Rows the frequency a table or report header will be displayed as you scroll through a list a number in the text box A blank box sets the number to the default, 30 Enter a zero (0) if you don t want the header to repeat Default Rows in a page for pages that support pagination, the number of rows to display by default for tabular data General: Default Language available languages are determined by your license and made available by your administrator through the Licensed Languages container of the System module s Administration section s General sidebar element If only one language is available, this option is not displayed Default Regional Format sets the default format for: Date (short and long formats, order, separator) Time (12 or 24 hour and relevant symbols, separator, leading zero) Currency (symbol, number settings) Number settings (000 separator, decimal point character) First day of week (in calendars) The localized setting will be used anywhere dates, times, currency figures and numbers are displayed NN Standard 70 6 October 2009

17 Logging Off the System 17 Default Time Zone activity times and schedules are displayed to you in this time zone Default Screen at Login the screen that first appears each time you log in Getting Help Help for each web page is available by clicking the Help link on the navigation bar On the Help page, click the User Guides button to access the major Workforce Management user guides Click the About button to view statements about intellectual property, open source attribution, and the user license Click the Close button to return to the main page Logging Off the System You can log out of the at any time To log out of the, click Logout on the navigation bar NN Standard 70 6 October 2009

18 18 Basics NN Standard 70 6 October 2009

19 19 Cognos and ReportNet Reports in the are created using Cognos, a reporting engine that contains a web-based reporting tool, ReportNet The ability to create ad hoc queries is based upon features and functions provided by Cognos The remainder of this chapter introduces Cognos concepts and terminology that will be useful to you in creating ad hoc queries This section contains these main topics: "About ReportNet" (page 19) "Creating an Ad Hoc Report" (page 21) Note: The Scorecards application queries are designed and optimized for best performance Ad hoc custom queries, which are created by users, may contain additional criteria, and thus may sometimes take longer to run About ReportNet ReportNet consists of the following components: Query Studio Report Studio Cognos Connection Framework Manager Each of these is described in the following sections Query Studio Query Studio is the ad hoc reporting tool for ReportNet, the Web-based reporting solution, and is licensed along with other Nortel Workforce Management packages NN Standard 70 6 October 2009

20 20 Cognos and ReportNet In Query Studio, you can: View data Connect to a data source to view data in a tree hierarchy Expand the query subjects to see query item details Create reports Use the data source to create reports, which you can save and reuse You can also use an existing report to create a new report Change the appearance of reports Improve the layout of your report For example, you can create a chart, add a title, or reorder columns for easy comparison Work with data in a report Use filters, summaries, and calculations to compare and analyze data To use Query Studio effectively, you should be familiar with the Web, as well as your organization s business and its data You may also need to be familiar with the other components of ReportNet Report Studio Report Studio is the professional reporting tool for ReportNet, and is separately licensed Use it to author more complex reports Report Studio offers greater flexibility in calculating and formatting results Cognos Connection Cognos Connection is the Web portal for ReportNet Use the portal to store and access your reports If you have the necessary permissions, you can also use the portal for report administration, including scheduling and distributing reports Administrators use the portal to administer servers, optimize performance, and set access permissions Framework Manager Framework Manager is the data modeling tool for ReportNet The packages that you use to generate reports are based on models that are created in the modeling tool, Framework Manager A model is a set of related query subjects and other objects, such as filters and calculations When you open a package in Query Studio, these model objects are visible in the left frame NN Standard 70 6 October 2009

21 Creating an Ad Hoc Report 21 Creating an Ad Hoc Report Note: The Scorecards application queries are designed and optimized for best performance Ad hoc custom queries, which are created by users, may contain additional criteria, and thus may sometimes take longer to run To create an ad hoc report: Step Action 1 Log in to the as described in "Starting the Web Application" (page 12) 2 On the Ad-hoc Reports tab, select the Scorecards model In the right pane you will see a list of any ad hoc reports that have already been created 3 To edit an existing ad hoc report, select the report and click Edit, otherwise click Create to create anew ad-hoc report from scratch Cognos Query Studio opens in a separate window In its left pane, you will see the model (as described in "Query Subjects and Topics" (page 23)), and in the right pane, the work area, into which you may drag and drop Query Items (model elements), to create your report For details on using Query Studio, refer to the Cognos documentation End NN Standard 70 6 October 2009

22 22 Cognos and ReportNet NN Standard 70 6 October 2009

23 23 Query Subjects and Topics This chapter lists and describes all query subjects that are part of the Scorecards Reporting Cognos model A Query Subject is a grouping of entities that can be used to filter the information that is contained on a report In addition, it discusses the topics that are part of Scorecards Reporting Cognos model (A topic is the actual measure data for a set of query subjects) Query Subjects As mentioned above, this section lists and describes all query subjects that are part of the Scorecards Reporting Cognos model A Query Subject is a grouping of entities that can be used to filter the information that is contained on a report These query subjects have been organized so that the main entities are found at the root level of the query subject and other pertinent entities are contained in sub-folders Each entity includes the following information: Name DIMASSESSMENT The assessment rating is an attribute of an assessment created for a KPI for a particular period Name Name Attribute String Name of the Scorecards Assessment Rating Attribute String of the Scorecards Assessment Rating NN Standard 70 6 October 2009

24 24 Query Subjects and Topics DIMBASEMEASURE Show all KPI types available in Scorecards Name Id Identifier Integer Primary key Basemeasureid Fact Integer Identify a Source BaseMeasure Source Measure Name Attribute String Name of the Scorecards source measure Code Attribute String Alpha-numeric code Identifying the source measure Source Measure Attribute String of the Scorecards source measure Dimsourcesystemid Identifier Integer Identifying the source system type Source System Name Attribute String Source System Name Periodicityaggrtypeid Fact Integer Identifying the Periodicity Aggregation Periodicity Aggregation Attribute String Periodicity Aggregation Orgaggrtypeid Fact Integer Identifying the Organization Aggregation Organization Aggregation Attribute String Organization Aggregation Isactive Attribute String Show the current status DIMEMPLOYEE Details of people who are relevant to the system, whether employees, supervisors, managers, users, agents, etc Name Id Identifier Integer Primary key Employeeid Fact Integer Identifier of the employee Personid Fact Integer Identifier of the person NN Standard 70 6 October 2009

25 Query Subjects 25 Name Firstname Attribute String The first name of the employee Lastname Attribute String The last name of the employee Middleinitial Attribute String The middle name of the employee Primary contact Attribute String The contact mail Isactive Attribute String Show the current status Startperiodid Fact Integer Identifier of the Start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Fact Integer Identifier of the End of an effectivity time Effectivity implies that there are other records for different non-overlapping times DIMEMPLOYEEAUTHROLE Roles that may be granted to employees to give them certain privileges, including: Agent in the organization Organization manager System administrator Scheduler Supervisor Adhoc Query Analyst Name Id Identifier Integer Primary key Employeeauthroleid Fact Integer Identifier of the employee assigned author role Dimemployeeid Identifier Integer Identifier of the employee Authroleid Fact Integer Identifier of the author role Authrolename Attribute String Author role name NN Standard 70 6 October 2009

26 26 Query Subjects and Topics DIMEMPLOYEEJOBTITLE Job titles that may be given to employees Name Id Identifier Integer Primary key Employeejobtitleid Fact Integer Identifier of the employee applied job title Jobtitleid Fact Integer Identifier of the job title Job Title Attribute String Job title name Dimorganizationid Identifier Integer Identifier of the organization that employee belongs to Dimemployeeid Identifier Integer Identifier of the employee Startperiodid Identifier Integer Identifier of the Start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the End of an effectivity time Effectivity implies that there are other records for different non-overlapping times DIMEMPLOYEEORG Associates employees and organizations Name Id Identifier Integer Primary key Workresourceorgid Fact Integer Identifier of Work Resources that are assigned to Organizations Dimorganizationid Identifier Integer Identifier of the organization Dimemployeeid Identifier Integer Identifier of the employee NN Standard 70 6 October 2009

27 Query Subjects 27 Name Startperiodid Identifier Integer Identifier of the Start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the End of an effectivity time Effectivity implies that there are other records for different non-overlapping times DIMGOAL Goals defined for KPIs The goal value is taken from the DIMGOAL table and adjusted according to the FACTGOALREDUCTION table FACTGOALREDUCTION is affected by adjustments entered in the Goal Adjustment tab in the Nortel Workforce Management For person KPIs that do not roll up, the employees job title and the KPI id are searched in DIMGOAL If the row is missing, the default job title is used If the default is missing for the organization, a row with a default job title (null) and null organization is used The ID of the row from DIMGOAL is put in the DIMGOALID column in FACTKPI The FACTGOALREDUCTION table is then searched This table is filled during the calculation processes before processing the FACTKPI rows If the row in FACTGOALREDUCTION that matches the FACTKPI row (DIMTIMEID, DIMEMPLOYEEID, DIMORGANIZATIONID values match) has a presence percent lower than 100, the reduction is applied to the goal from DIMGOAL and the result is stored in ACTUALGOALVALUE For example, if a user had a PRECENSEPERCENT in FACTGOALREDUCTION of 80, the user will get a 20% reduction from the required goal For Organization KPIs and Person KPIs that roll up, the default goal for the KPI is used for each organization A special case is when the KPI is configured to roll up the goal value In this case, the Person KPIs that roll up multiply the goal value by the default and insert the rolled up goal into ACTUALGOALVALUE in FACTKPI NN Standard 70 6 October 2009

28 28 Query Subjects and Topics Name Id Identifier Integer Primary key Goalid Fact Integer Identifier of Goal defined for KPI Dimkpiid Identifier Integer Identifier of KPI Dimperiodicityid Identifier Integer Identifier of periodicity of Goal defined for KPI is Daily, Weekly, Monthly, Quarterly, or Annually Dimorganizationid Identifier Integer Identifier of the organization Jobtitleid Fact Integer Identifier of the job title for the current organization Jobtitlename Attribute String Job title name Lowestperiodicityid Fact Integer Isinheritable Fact Integer Whether this goal can be inherited by sub-organizations Equivalent to trickle-down If it is, True/1, otherwise False/0 Goalvalue Fact Decimal The value of Goal Startperiodid Identifier Integer Identifier of the start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the End of an effectivity time Effectivity implies that there are other records for different non-overlapping times Note: Each KPI must have default Goal values DIMGOALREDUCTION Goal reductions (goal adjustments) are applied for each organization, employee, or both Goal adjustments are used to fine-tune the goal system and are meant to correct the goal settings of an employee or organization on a specific date or range of dates NN Standard 70 6 October 2009

29 Query Subjects 29 Goals are reduced for specific events or periods as exceptions to the regular goal For instance, a goal adjustment would allow you to add vacation to all the employees of an organization on a specific date Name Id Identifier Integer Primary key Goalreductionid Fact Integer Identifier of Goal defined for KPI Goalreductiontypeid Fact Integer Identifier of KPI Goalreductiontypename Attribute String Unique name given to the goal reduction Dimperiodicityid Identifier Integer Identifier of periodicity of Goal defined for KPI is Daily, Weekly, Monthly, Quarterly, or Annually Dimorganizationid Identifier Integer Identifier of the organization Dimemployeeid Fact Integer Identifier of employee Istrickledown Fact Integer Whether the goal reduction trickles down to sub-organizations True/1 or False/0 Isrange Fact Integer Whether this Goal Reduction is defined for a range of dates True/1 if defined for a range, False/0 otherwise Reductionpercent Fact Decimal Whether this goal adjustment applies to an organization, a person, or both Isautorollup Fact Integer Whether the calculation engine calculates periodicity rollups for this goal reduction? True/1, False/0 otherwise Isshownonscorecard Fact Integer Whether the days defined in this goal reduction show up in the scorecard True/1, False/0 otherwise Weekdayid Fact Integer Identifier of the day of the week Weekdayname Attribute String Name of day of the week NN Standard 70 6 October 2009

30 30 Query Subjects and Topics Name Isrecurring Fact Integer Whether the goal reduction is defined for a recurring day of the week True/1, False/0 otherwise Startperiodid Identifier Integer Identifier of the start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the end of an effectivity time Effectivity implies that there are other records for different non-overlapping times DIMKPI Key Performance Indicators defined in Scorecards Name Id Identifier Integer Primary key Kpiid Identifier Integer Identifier of KPI Kpi Name Attribute Sting Name of KPI KPI Attribute Sting KPI Formula Attribute Sting The KPI formula gives an actual value Cxformula Attribute Sting The KPI formula constructed with BM IDs and KP IDs, readable by the Scoring Engine Dimperiodicityid Identifier Integer Identifier of periodicity of KPI is Daily, Weekly, Monthly, Quarterly, or Annually Periodicityname Attribute String Name of periodicity Upper Limit Fact Decimal The upper limit of Goal Lower Limit Fact Decimal The lower limit of Goal NN Standard 70 6 October 2009

31 Query Subjects 31 Name Variance Direction Attribute String The direction of the variance for a KPI: up, dn (down) This is used by the Scoring Engine for evaluating scores Variance Percentage Fact Decimal The maximum allowable percentage deviation from the goal for this KPI Dimorganizationid Identifier Integer The organization to which the KPI belongs A KPI can be defined in a higher-level organization and set to apply to sub-organizations The owner organization is the organization in which the KPI was created Groupkpiid Fact Integer Identifier of KPI Group When a KPI is created, its group number is null When a KPI is copied, the source KPI ID is included in the group number, therefore all copied KPIs have the same group number as the source KPI ID If the source KPI is subsequently erased, the group numbers in its copies are not erased because the group number now serves to group KPIs from the same source Scoringruleid Fact Integer Identifier of scoring rule The scoring rule determines the business logic by which Key Performance Indicator (KPI) scores are calculated NN Standard 70 6 October 2009

32 32 Query Subjects and Topics Name Scoringrulename Attribute String Name of the Scorecards Scoring Rule Kpitypeid Fact Integer Identifier of KPI KPI Attribute String Which of the two KPI types: KPIs calculated for employees or KPIs calculated for organizations Peerbenchmarktypeid Fact Integer Identifier of Peer benchmark type Each benchmark type associates a business rule that can be used for calculating peer data for KPIs Peerbenchmarktypename Attribute String Name of the Scorecards Peer Benchmark, such as: Percentile, Mean, Mode, etc Peerbenchmarkgroupid Fact Integer Identifier of Peer Benchmark Group Peer Groups define how data should be grouped for calculating Peer Benchmark values Peerbenchmarkgroupname Attribute String Name of the Scorecards Peer Group Peerdimorganizationid Fact Integer True/1 or False/0 Use this field to specify the target organization The Group ID is the value of the ID in the database of this KPI or of the parent KPI that was originally copied to create this KPI NN Standard 70 6 October 2009

33 Query Subjects 33 Name Peerisdrilldown Fact Integer True/1 or False/0 Use this checkbox to enable or disable drill down for this KPI The peer benchmark value is underlined on the scorecard if drill down is enabled When the peer benchmark value is selected, a pop-up window displays the list of peers used for calculating the peer benchmark Peerdrilldowntype Fact Integer True/1 or False/0 This field in conjunction with Peerdrilldowndepth allows you to limit the scope of what is displayed in the drill down display The choices are Percentage of Employees or Number of Employees Peerdrilldowndepth Fact Integer True/1 or False/0 Enter a percentage or number of employees, depending on your selection for Peerdrilldowntype Peerisorgdisplayed Fact Integer True/1 or False/0 Enables the display of the Organization column on the drill down window Peerisempnamedisplayed Fact Integer True/1 or False/0 Enables the display of the Employee Name column on the drill down window Peerisjobtitledisplayed Fact Integer True/1 or False/0 Enables the display of the Job Title column on the drill down window NN Standard 70 6 October 2009

34 34 Query Subjects and Topics Name Peerisactualdisplayed Fact Integer True/1 or False/0 Enables the display of the Actual column on the drill down window Peerisgoaldisplayed Fact Integer True/1 or False/0 Enables the display of the Goal column on the drill down window Peerisscoredisplayed Fact Integer True/1 or False/0 Enables the display of the Score column on the drill down window Displayformat Attribute String Code for the format to be used to display KPI data on scorecards: Time, Value, Currency, etc Displayformattype Attribute String of format to be used for the display Decimalprecision Fact Integer The number of decimal places to display KPI data on scorecards Isrollup Fact Integer Whether the KPI is a roll-up type If it is, True/1 Otherwise, False/0 Isgoalrollup Fact Integer Whether the KPI is marked to roll up True/1 if it is, False/0,otherwise Istrickledown Fact Integer Whether this KPI trickles down to sub-organizations? True/1, if it does False/0, otherwise Isgoalreduced Fact Integer Whether goal reduction is to be applied True/1, if it is, False/0, otherwise Isactive Attribute String Show the current state of KPI NN Standard 70 6 October 2009

35 Query Subjects 35 Name Startperiodid Identifier Integer Identifier of the start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the end of an effectivity time Effectivity implies that there are other records for different non-overlapping times Numberseparator Attribute String Number separator to be used for the display Externalbenchmarkkpiid Fact Integer ID of the External Benchmark KPI DIMKPIAUTHROLE Which roles have permissions to view the KPI Name Id Identifier Integer Primary key Kpiauthroleid Fact Integer Identifier of KPI author s role Authroleid Fact Integer Identify of author role Authrolename Attribute String Author role name, such as agent in the organization, organization manager, system administrator, scheduler, supervisor, or adhoc query analyst Dimkpiid Identifier Integer Identifier of KPI DIMOBJECTIVE Aggregate a group of KPIs to define a single objective Scorecards will calculate a score for the objective The score will be calculated as a weighted average of all KPIs KPI weights are defined on the objective configuration page NN Standard 70 6 October 2009

36 36 Query Subjects and Topics Name Id Identifier Integer Primary key Objectiveid Fact Integer Identifier of KPI author s role KPI Objective Name Attribute String Name of the objective Objectivedesc Attribute String of the objective Perspectiveid Fact Integer Identifier of scope The scope of the objective, that is, the level within the organization that is associated with this objective Perspectivename Attribute String Name of perspective Dimorganizationid Identifier Integer Identify of organization The organization to which the objective belongs An objective can be defined in a higher-level organization and set to apply to sub-organizations The owner organization is the organization in which the objective was created Istrickledown Fact Integer Whether the goal reduction trickles down to sub-organizations? True/1 or False/0 Isactive Attribute String Show the current Objective state Startperiodid Identifier Integer Identifier of the start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the end of an effectivity time Effectivity implies that there are other records for different non-overlapping times DIMORGANIZATION Information about the organizations with which you are working NN Standard 70 6 October 2009

37 Query Subjects 37 Name Id Identifier Integer Primary key Organizationid Fact Integer Identifier of objective Organization Name Attribute String Organizationdesc Attribute String of the objective Dayboundaryoffset Fact Integer Offset in minutes from midnight, local time, when the day for the organization starts, and the previous day ends DAYBOUNDARYOFFS ET BETWEEN -1 AND 1440 Weekstartday Fact Integer Number representing day of the week Sunday = 1, Monday = 2,, Saturday = 7, corresponding to the Java Calendar Class This mapping is also in table WEEKDAY WEEKSTARTDAY BETWEEN 1 AND 7 Isoperationonsunday Identifier Integer Sunday is a work day Isoperationonmonday Identifier Integer Monday is a work day Isoperationontuesday Identifier String Tuesday is a work day Isoperationonwednesday Identifier Integer Wednesday is a work day Isoperationonthurday Identifier Integer Thursday is a work day Isoperationonfriday Identifier Integer Friday is a work day Isoperationonsaturday Identifier Integer Saturday is a work day Parentorgid Identifier Integer Identifier of parent organization Isactive Attribute String Show the current organization s state NN Standard 70 6 October 2009

38 38 Query Subjects and Topics Name Startperiodid Identifier Integer Identifier of the start of an effectivity time Effectivity implies that there are other records for different non-overlapping time periods Endperiodid Identifier Integer Identifier of the end of an effectivity time Effectivity implies that there are other records for different non-overlapping times Orgseqnum Fact Integer Suborgrangeseq Fact Integer Note: Once an organization s time zone, week start day, and day boundary have been set, they cannot be changed You must delete the organization and create a new one to change them DIMPERIODICITY Scorecards can be viewed in several periodicities: Daily, Weekly, Monthly, Quarterly and Annually Name Id Identifier Integer Primary key Periodicityid Fact Integer Identifier of periodicity Periodicityname Attribute String Periodicity name Letter code given to each periodicity: D, W, M, Q, Y Periodicity Attribute String of the Scorecards periodicity, such as Daily, Weekly, Monthly, etc DIMSCORE A calculated result, using the KPI formula, KPI attributes and goal A score in Scorecards has five possible values (Exceeded goal, Met goal, Missed goal but within variance, Missed the goal, Out of range) NN Standard 70 6 October 2009

39 Query Subjects 39 Name Id Identifier Integer Primary key Scoreid Identifier Integer Identifier of score KPI Score Attribute String Score name such as: Excellent, Good, Average, Poor, Bad, No Score Isactive Attribute String Show the current score state DIMSOURCESYSTEM Show the KPI types available in Scorecards Name Id Identifier Integer Primary key Sourcesystemid Fact Integer Identifier of source system Sourcesystemname Attribute String Name of the Scorecards source system Sourcesystemdesc Attribute String of the source system sourceid Fact Integer Identifier of the data source Isactive Attribute String Show the current source system state DIMTIME Determine the time periodicity that needs to be calculated by the calc engine Name Id Identifier Integer Primary key Perioddate Identifier Date Time The period date Periodday Fact Integer The period day Dayofyear Fact Integer The day of year Weekofyear Fact Integer The week of year Monthofyear Fact Integer The month of year NN Standard 70 6 October 2009

40 40 Query Subjects and Topics Name Quarterofyear Fact Integer The quarter of year Yearval Fact Integer The year value Firstdayofweek Identifier Date Time The first day of week Lastdayofweek Identifier Date Time The last day of week Firstdayofmonth Identifier Date Time The first day of month Lastdayofmonth Identifier Date Time The last day of month Firstdayofquarter Identifier Date Time The first day of quarter Lastdayofquarter Identifier Date Time The last day of quarter Firstdayofyear Identifier Date Time The first day of year Lastdayofyear Identifier Date Time The last day of year FACTASSESSMENT The FACTASSESSMENT table stores personal assessments, which contribute toward the overall score of the employee Managers can make assessments for each KPI End users can view assessments at their own organization level or in organization levels below them Managers can view their own assessments, the assessments made about their own departments, and the assessments of the employees in their departments Name Id Identifier Integer Primary key Dimkpiid Identifier Integer ID of KPI Dimperiodicityid Identifier Integer ID of periodicity Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimobjectiveid Identifier Integer ID of objective Dimtimeid Identifier Integer ID of time Dimassessmentid Identifier Integer ID of Assessment Assessedby Identifier Integer Assessedon Fact Integer Assessment Text Attribute String The information written by the manager NN Standard 70 6 October 2009

41 Query Subjects 41 Note: Assessments cannot be edited If you want to change an assessment, you must delete it and create a new one FACTBASEMEASURE The FACTBASEMEASURE table stores the source measure data for each employee and each organization in the system The data is stored as it was received from the external data sources that feed Scorecards Each row in the FACTBASEMEASURE has an Actual Value field, which is the basic measurement that Scorecards uses to calculate KPIs All other columns are dimension fields A special field is the ISDIRTY field that is set by the software that is responsible for inserting data into this table When a new or modified row is added to the table, the ISDIRTY field is set to 1 Another process, called the calculation engine, uses this field to identify which rows are new and for which rows need to be calculated for the FACTKPI table Once the calculation is complete, the ISDIRTY field is reset Name Id Identifier Integer Primary key Dimbasemeasureid Identifier Integer ID of base measure Dimperiodicityid Identifier Integer ID of periodicity Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimtimeid Identifier Integer ID of time Perioddate Identifier Date Time Period date Dimsourcesystemid Identifier Integer ID of source system Source Measure Actual Value Fact Float The actual value of the source measure Isdirty Identifier Integer A special field See explanation given above table FACTGOALREDUCTION The calc engine calculates FACTGOALREDUCTION for each new day This table has a row for each employee and organization for each day, and contains a field named PRESENCEPERCENT PRESENCEPERCENT will be 100 if the user has no reductions A value of 50 means that a %50 reduction should be applied to the employee for all KPIs that have an attribute of Apply goal reduction NN Standard 70 6 October 2009

42 42 Query Subjects and Topics When a higher periodicity calculation day arrives, the calc engine goes back, looks at the daily reductions, and adds a row to the FACTGOALREDUCTION table that represents the higher periodicity reduction You can check them by looking for reductions with DIMPERIODICITYID>1 FACTGOALREDUCTION is affected by adjustments entered in the Goal Adjustment tab in the Name Id Identifier Integer Primary key Dimperiodicityid Identifier Integer ID of periodicity Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimtimeid Identifier Integer ID of time Presencepercent Fact Float The value must be between 0 and 100 Isshownonscorecard Fact Integer Whether the days defined in this goal reduction show up in the scorecard? True/1 if they will, False/0, otherwise Isautorollup Fact Integer Whether the calculation engine should calculate periodicity roll-ups for this goal reduction True/1, if it should, False/0, otherwise Isdirty Fact Integer A special field See explanation in "FACTBASEMEASURE" (page 41) FACTKPI A process called the calculation engine populates the FACTKPI This process is run by Integration Server It calculates KPIs for all employees and organizations in the company The formulas to calculate the KPIs are taken from the DIMKPI table The source measure data that is referenced in the KPI formulas are taken from FACTKPI The result of the calculation engine is stored in the FACTKPI table This table is then used by the employee scorecard to view the KPI results, scores, goals, peer and %Met calculations, etc NN Standard 70 6 October 2009

43 Query Subjects 43 FACTKPI is populated with surrogate keys from dimension tables such as DIMKPI, DIMEMPLOYEE, DIMORGANIZATION, and DIMGOAL, and has additional fact data that is calculated by the calculation engine including ACTUALVALUE, ACTUALGOALVALUE, DIMSCOREID, PEERVALUE, and PERCENTMETVALUE This table also has an ISDIRTY field The calculation engine uses this field to identify which rows need to be calculated An example of using this table can occur in a support call; if users cannot see values in their scorecard, and if the FACTKPI table does not contain rows with the DIMTIME and DIMEMPLOYEE surrogate keys, or the actual values in the table for these rows are null, a problem occurred in the calculation engine that populates the FACTKPI table Name Id Identifier Integer Primary key Dimkpiid Identifier Integer ID of KPI Dimperiodicityid Identifier Integer ID of periodicity Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimtimeid Identifier Integer ID of time Dimscoreid Identifier Integer ID of score Dimgoalid Identifier Integer ID of goal KPI Actual Value Fact Float Processed by the calculation engine It is the result of the KPI formula run on the source measures KPI Goal Fact Float A goal is defined for a KPI The KPI formula gives an actual value The actual value is compared to a goal to give a score Goals can be defined for each organization and each job title NN Standard 70 6 October 2009

44 44 Query Subjects and Topics Name KPI Peer Value Fact Float The value displayed represents the benchmark score based on the benchmark group (Peer Group) and the calculation method in use (Peer ) The type of calculation to be performed include: Percentile; Rank; Median; Mode; Mean; None (None allows you to disable peer benchmarking for the selected KPI if it was previously enabled No peer benchmarking data is then displayed in that column for this KPI) KPI Person Percent Met Fact Float The %Met value is calculated for all employees for the selected organization and its sub-organizations Isdirty Identifier Integer A special field See explanation in "FACTBASEMEASURE" (page 41) Iskpinotcoveringperiod Fact Integer Externalbenchmarkquarter Fact Integer Dimexternalbenchmarkid Fact Integer ID from the External Benchmark table KPI Org Percent Met Fact Integer The %Met value is calculated for organizations FACTNOTES Use this subject to view the note of a KPI The note can be a reminder or any additional information regarding the KPI that the manager wanted the employee to see NN Standard 70 6 October 2009

45 Query Subjects 45 Name Id Identifier Integer Primary key Dimkpiid Identifier Integer ID of KPI Dimperiodicityid Identifier Integer ID of periodicity Dimtimeidkpidate Identifier Integer ID of time of KPI Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimobjectiveid Identifier Integer ID of objective Dimtimeidsent Identifier Integer ID of time that note was sent Dimemployeeidsender Identifier Integer ID of employee who created the note Note Text Attribute String The text written by the note s creator Note Is Read Flag Fact Integer The note has been read Notepriorityid Identifier Integer ID of note priority Note Priority Attribute String The importance of the note (Broadcast, Low, Medium, High) Broadcast is low priority and can be read by anyone Isnotified Fact Integer Iskpinotcoveringperiod Fact Integer FACTOBJECTIVE An objective is associated with an organization Name Id Identifier Integer Primary key Dimperiodicityid Identifier Integer ID of periodicity Dimorganizationid Identifier Integer ID of organization Dimemployeeid Identifier Integer ID of employee Dimobjectiveid Identifier Integer ID of objective Dimtimeid Identifier Integer ID of time NN Standard 70 6 October 2009