Creating and editing an ROK formula

You can create an ROK formula in the Edit OLAP Formula wizard, or in the Insert Function dialog box. We recommend that you use the Edit OLAP Formula wizard to create and edit ROK formulas.

See these topics:

ROK is a Key Performance Indicator formula. The Wizard has two columns: Dimensions and Elements. The Dimensions column displays the dimensions of the selected cube. For each dimension, the Elements column shows either:

  • The element to be used in the formula, or
  • A reference to a list object, cell or variable which contains the element to be used

Referencing list objects, cells or variables enables you to create dynamic reports. For example, instead of specifying a single year in a formula, you could insert a list of years in a combo box. If the formula references the combo box, users can select the year on which to report.

To create an ROK formula in the Edit OLAP Formula wizard:

  1. In Design Mode, click the cell in which to create the formula and then click Edit OLAP Formula on the Objects tool bar.
  2. Select KPI Values
  3. On the Data tab, select the database alias to use.
    If you are creating the formula in a Value cell of a hyperblock, the appropriate database alias is automatically selected.
  4. Select the cube to use.
    The Dimensions list contains the dimensions and elements of the selected cube.

    If the report already contains list objects that are linked to lists, the Elements column contains references to those list objects. And, if the formula is inserted in a Value cell of a hyperblock, or overlapping hyperblocks, the Elements column contains the cell references of those hyperblocks. Otherwise, the Elements column contains the default element of each dimension.

  5. Select the KPI to display.
  6. If the KPI has indicators defined, select an indicator.
    An indicator is a graphical representation of, for example, a data trend or status.
  7. Specify the elements, or references to elements, to use in the formula.

    To change the element to use in the formula, click the browse button between the Dimension and Element columns.

    To reference a list object, cell, or variable, double-click the element and select the reference from the drop-down list.

    Optionally, clear the Display caption check box to display the unique names of the elements.

  8. On the Representation tab, specify whether to represent the KPI graphically or as a value.
    If you have selected an Indicator for the KPI, graphical representation is automatically selected.

    A graphical KPI uses several graphics (for example, red, amber and green traffic signals) to indicate below average performance, average performance and good performance. You can specify the value boundaries at which the different graphics are displayed. By default, values between 0 and -0.33 indicate below average performance and values from 0 to 0.33 indicate average performance.

  9. For graphical KPIs, specify the value boundaries.
    In the Preview section, specify a value, or move the slider to test that the graphics change at the correct boundaries.
    Note:  If you represent a KPI graphically, a user-defined number is used as the cell format. If you delete the KPI values formula and replace it with, for example, a cell values formula, the cell format does not change and the graphic remains. To remove the graphic, select All > Standard on the Number Format tab of the Format Cells dialog box.

    See Formatting cells

  10. Click OK.