AX1714

Managing KPI Tables

KPI tables store key performance indicators (KPIs) for your organization. Using the KPI Tables tab of the Web Client Table Manager, you can create and delete KPI tables, and edit basic table properties.

To access the KPI Tables area of the Table Manager:

Browsing KPI tables

In the KPI Tables tab, the left-hand pane displays the list of KPI tables in your system that you have rights to see. You can view this list using the following View options:

  • All KPI Tables: The list displays KPI tables in alphabetical order.
  • By Table Folders: The list displays KPI tables in a treeview by table folders.
  • By Table Types: The list displays tables in a treeview by table types. KPI tables that are not assigned to a table type are organized under a (No Type) node at the top of the treeview.

If you click on a table folder or a table type, then the tables in that folder or table type display in the right-hand pane. You can toggle this display between Icon View and Detail View.

You can also use the search box at the top of the left-hand pane to find a table by name. To clear the search results and return to the full list, click the X icon to the right of the search box.

You can select a KPI table in the left-hand pane to see its properties in the right-hand pane, and to access the management options for the table. All users who have at least read-only access to the table can view the table properties.

NOTE: By default, the list of tables displayed in the Table Manager is limited to the tables where the user has at least read access. However, if the user is an administrator or has the Administer Tables permission, all tables are displayed.

Creating a KPI table

You can create new KPI tables as needed. Only administrators and users with the Administer Tables security permission can create new KPI Tables.

To create a new KPI table:

  1. At the top right of the KPI Tables page, click New KPI Table.

  2. In the New KPI Table dialog, complete the following fields:

    Item Description

    Table Name

    Enter the name of the table. The table name can only contain letters, numbers, and underscores, and must start with a letter. Spaces are not allowed.

    Description

    Optional. Enter a description of the table. This description is visible when users view the table in the KPI Tables area of the Web Client Table Manager, and also in the Table Management area of the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop..

    Table Folder

    Select a folder for the table. You can select any folder that has already been created in the Desktop Client. For example, your system may have a dedicated folder for KPI tables, or KPI tables may be organized by product-specific folders.

    It is not possible to create a new table folder from the Web Client. If you want to create a new folder, you must use the Desktop Client. Only administrators or users with the Administer Tables permission can create a new table folder. For more information, see Managing the Table Library.

    Table Type

    Optional. Select a table type that you want the table to belong to. You can select any reference table types that have already been created in the Desktop Client.

    Table types are useful to assign security permissions to tables as a group. For example, if three different tables belong to the same table type, you can grant access at the table type level instead of needing to grant access to all three tables individually.

    It is not possible to create a new table type from the Web Client. If you want to create a new table type, you must use the Desktop Client. Only administrators or users with the Administer Tables permission can create a new table type. For more information, see Table types.
  3. Click Create KPI Table.

The new KPI table is created with all of the required columns. It is not possible to delete or rename these required columns. It is also not possible to add any additional columns using the Web Client Table Manager, but you can do this in the Desktop Client if needed.

Editing KPI table properties

You can edit the main KPI table properties as needed. Only administrators and users with one of the following security permissions can edit KPI table properties: Administer Tables or Allow changing table structure (table-specific permission).

To edit KPI table properties:

  1. On the KPI Tables page, select the KPI table in the left-hand pane.

    You can change the View options or use the Search box to help find the table that you are looking for.

  2. In the right-hand pane where the table properties display, click the pencil icon at the top of the page.

  3. In the Update KPI Table dialog, edit any of the following properties as needed, then click Save.
    • Description
    • Table Folder
    • Table Type

    NOTE: If you change the assigned table type of the table, this may affect security permissions for the table. The table will no longer inherit security permissions from the original table type, and will now inherit permissions from the new table type.

If you need to modify a table property that is not displayed in the Web Client Table Manager, then you must use the Desktop Client to edit the table properties. For example, if you want to make the KPI table read-only, you must use the Desktop Client.

Similarly if you need to modify column properties for a KPI table, you must use the Desktop Client. The main column properties cannot be edited (such as column name, data type, etc.), but it is possible to make minor property edits such as defining a description or making a column read-only. You can also add additional columns, though those columns will not display in the Web Client.

For more information on editing table and column properties in the Desktop Client, see Editing table properties.

Deleting a KPI table

Deleting a KPI table removes that table and its data from the database. This action cannot be undone.

You can delete a KPI table if it is not referenced by other tables in the system. Only administrators and users with the Administer Tables security permission can delete KPI tables.

To delete a KPI table:

  1. On the KPI Tables page, select the KPI table in the left-hand pane.

    You can change the View options or use the Search box to help find the table that you are looking for.

  2. In the right-hand pane where the table properties display, click the trashcan icon at the top of the page.

  3. On the Confirm Delete prompt, click OK.

The KPI table is deleted.