Setting up the KPI variables

  1. Open Infor OS Portal’s navigation menu.
  2. In the Applications, select Birst.
  3. Go to Admin > Space Management > Manage Variables.
  4. Look for variables with the prefix FSM_ALL_KPI_SUMMARY*.
    Variable Description
    FSM_ALL_KPI_SUMMARY_ACCT_CHART Assigns the Chart of Account Structure to be used for CFO dashboards
    FSM_ALL_KPI_SUMMARY_ACCT_REVENUE Assigns the revenue summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT Assigns the Net profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_TAXES Assigns the Taxes summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP Assigns the Interest Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_OPER_EXP Assigns the Operating Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_GROSS_PROFIT Assigns the Gross Profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_SALARIES Assigns the Salaries summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_HIRING_COSTS Assigns the Hiring Cost summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_ASSETS Assigns the Current Assets summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_LIABILITIES Assigns the Current Liabilities summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_COGS Assigns the Cost of Goods Sold summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
  5. Click the edit icon to set the value.
  6. Click Save.
  7. After you assign values for the variables, publish the space.
    1. Go to Modeler > Relate.
    2. Click the Publish icon.