Foundational Metrics and KPIs

Foundational Metrics data in OLAP organizes financial and performance metrics into hierarchical groups.

The Foundational Metrics offer these benefits:

Structured and consistent way to access foundational metrics, KPIs, and account groups
Simplified navigation and reporting by grouping related metrics and accounts
Publication of all relevant metrics with clear categorization for analysis
Clear, hierarchical view of KPIs and their mappings to accounts
Simplified navigation and understanding of KPI categories and account relationships
View of only active KPIs

Published elements structure

Business Modeling publishes elements in a hierarchical format based on these rules:

Automatic assignment of metrics and accounts to their respective groups based on type and category
Consistent assignment of all published elements to 0 weight
Hierarchy update when new metrics or account groups are defined

This table shows the elements that are published in Business Modeling:


Element ID	Parent ID	Name	Description
TOTAL_FOUNDATIONAL_METRIC	—	Foundational Metrics	Root for all foundational metrics
TOTAL_KPI_ACCOUNT_GROUP	TOTAL_FOUNDATIONAL_METRIC	KPI Account Groups	KPI Account Group hierarchy published with weight 0
TOTAL_STATISTICAL_ACCOUNT	TOTAL_FOUNDATIONAL_METRIC	Statistical Accounts	All base Account BOR and Group Account BOR of type S with weight 0
TOTAL_BASE_METRIC	TOTAL_FOUNDATIONAL_METRIC	Base Metrics	All base Account BOR of type B and with weight 0
TOTAL_CALCULATED_METRIC	—	Calculated Metrics	All calculated metrics with weight 0
TOTAL_KPI	—	KPIs by Category
KPI_LIQUIDITY	TOTAL_KPI	Liquidity	KPIs of the Liquidity category with weight 0
KPI_LEVERAGE	TOTAL_KPI	Leverage	KPIs of the Leverage category with weight 0
KPI_EFFICIENCY	TOTAL_KPI	Efficiency	KPIs of the Efficiency category with weight 0
KPI_PROFITABILITY	TOTAL_KPI	Profitability	KPIs of the Profitability category with weight 0
KPI_OTHER	TOTAL_KPI	Others	KPIs of Others category with weight 0

Tip: You can download the default package of KPI Account Groups and calculated metrics. For more information, see Financial Reporting User Guide > Configuration in Business Modeling > Metric Management.

Example structure

Data:

Accounts: S1 (type S), S2 (type S), B1 (type B)
KPI Account Groups: PG (parent), G1 (PG), G2 (PG), G3 (no parent)
Calculated Metrics: C1 (Leverage), C2 (Others)
Defined KPIs:
- KPI Account Group: PG (Leverage), G1 (Leverage)
- Statistical Account: S1 (Others)
- Base Metric: B1 (Profitability)
- Calculated Metric: C1 (Leverage)

The published structure:

TOTAL_FOUNDATIONAL_METRIC
  TOTAL_KPI_ACCOUNT_GROUP
   PG
    G1
    G2
    G3
   TOTAL_STATISTICAL_ACCOUNT
    S1
    S2
   TOTAL_BASE_METRIC
    B1
  TOTAL_CALCULATED_METRIC
   C1
   C2
  TOTAL_KPI
   KPI_LIQUIDITY
   KPI_LEVERAGE
    PG
     G1
     G2
    G1
    C1
   KPI_EFFICIENCY
   KPI_PROFITABILITY
    B1
   KPI_OTHER
    S1

KPIs

Account KPI Mapping:
- Records of Account KPI Mapping are published under the TOTAL_KPI_ACCOUNT_GROUP element in the Foundational Metric hierarchy.
- Each (BOR) MAPG and MAP mapping include their base accounts and base group accounts from Financial Consolidation (prefixed with G_) displayed as children.
- Accounts are included if their Account KPI Mapping property matches the BOR.
- Child accounts are assigned a weight of 1.
KPI Publishing
- KPIs are published only when their Active property in Business Modeling is set to TRUE.
- KPIs are organized under their respective categories, for example, Liquidity and Leverage. If a KPI has no category assigned, it is displayed under the Other category.
- Each KPI includes these elements:
  - Caption that is displayed as the Name attribute
  - Translations
  - Format string
  - KPI type as the Account Type attribute
KPI categories
- KPIs are grouped into categories based on the category enum of KPI business object.
- Each category is a child of TOTAL_KPI and contains relevant KPIs. The calculation of relevant MAPG/MAP and accounts are displayed under the KPI row.

Metric Management Properties

MetricType property
The MetricType property describes the type of BORs in the Metric Management.
- All base BORs accounts of the S type, receive the Statistical Account MetricType value.
- All baseBORs group accounts of the S type, receive the Statistical Account MetricType value.
- All base BORs accounts of the B type, receive the Base Metric MetricType value.
- All base BORs Account KPI Mapping accounts, receive the Account Mapping MetricType value.
- All parent BORs Account KPI Mapping accounts receive the Account Group Mapping MetricType value.
- All BORs KPIs receive the Calculated Metric MetricType value.

GrowthImpact property

The GrowthImpact property drives the Δ and Δ% color coding.

These values of the GrowthImpact property are available:

1 for Positive
-1 for Negative
0 for Not Applicable or Empty

GrowthImpact is applicable to these business objects:

Accounts
Account mappings
Account group mappings
Other metrics that are registered as KPIs such as: statistical accounts, foundational metrics, calculated metrics

This table shows the logic of the GrowthImpact property by object type:


Object type	The `GrowthImpact` property source
Account	The GrowthImpact property is defined as positive for these account types: Asset Equity Income The GrowthImpact property is defined as negative for these account types: Liability Expense Statistical accounts are excluded from this logic.
Account mapping	The GrowthImpact property is defined as positive for these account mapping types: Asset Equity Income The GrowthImpact property is defined as negative for these account mapping types: Liability Expense Statistical accounts are excluded from this logic.
Account group mapping	The `GrowthImpact`property is provided by the data source. You can modify the settings in Business Modeling
Other metrics registered as KPIs	These are the other metric types: Statistical accounts Foundational metrics Calculated metrics The `GrowthImpact` property is provided by the data source. You can modify the settings in the Business Modeling Metric Management in Foundational or Calculated Metric view.

This table shows other properties used in Metric Management:


Property name	Description	Impact on C-Suite
`HasCurrencySelectionEnabled`	Controls the currency visibility in the filter options.	If true, the currency is displayed in the report filters. If false, the currency is not displayed.
`HasUnitOfMeasureSelectionEnabled`	Controls the visibility of a Unit of Measure in the filters options.	If true, the Unit of Measure is displayed in the report filters. If false, the Unit of Measure is not displayed.
`UnitOfMeasureID`	Specifies the Unit of Measure or Unit of Measure category.	Used to determine if a metric is an amount, percentage, ratio or other and how to display the values in the user interface.