Configuring Key Performance Indicators

The KPI Configuration section of the Data Quality Reporting tab enables you to designate key performance indicators (KPIs) for your data and assign notifications for when those KPIs meet certain conditions.

  1. Click Add a KPI.
  2. Enter a Name for the key performance indicator. This name must be unique on your Spectrum Technology Platform server.
  3. Select one of the data quality Metrics for the key performance indicator; if you do not make a selection, this key performance indicator will be tied to all metrics.
  4. Select a Dataflow name for the key performance indicator; if you do not make a selection, this key performance indicator will be tied to all Data Stewardship dataflows.
  5. Select a Stage label for the key performance indicator; if you do not make a selection, this key performance indicator will be tied to all Data Stewardship stages in your dataflows.
  6. Select a data Domain for the key performance indicator; if you do not make a selection, this key performance indicator will be tied to all domains. Note that selecting a Domain here will cause the Condition field to be disabled.
  7. Select a Condition for the key performance indicator. If you do not make a selection, this key performance indicator will default to "All". Note that to select a condition, you must first have selected "All" in the Domain field. Once a Condition has been selected, the Domain field will become disabled.
  8. Select a KPI period to designate the intervals for which you want Data Stewardship to monitor your data and send notifications. For example, if you select "1" and "Monthly", a KPI notification will be sent when the percentage of exceptions has increased per the threshold or variance over a month-to-month period of time.
  9. Provide a percentage for either a Variance or a Threshold. Variance values represent the increased percentage of failures in exception records since the last time period. Threshold values represent the percentage of failures at which you want the notifications to be sent. Its value must be 1 or greater.
  10. Select email addresses from the list or enter email addresses for the Recipients who should be notified when these conditions are met. When possible, this field will auto-complete as you enter email addresses. You do not need to separate addresses with commas, semicolons, or any other punctuation.
  11. Enter the Subject you want the notification email to use.
  12. Enter the Message you want the notification to relay when these conditions are met.
  13. Click OK. The new KPI will appear among any other existing KPIs. You can sort KPIs on any of the columns containing data.
  14. Click Save.
You can modify and remove KPIs by selecting a KPI and clicking either Edit selected KPI or Delete selected KPI.