Update period measure summary data

This utility updates period measure data values, target values, and benchmark values when present.

This utility is also for clients who create and manage a specific class of initiatives focused on cost reduction or revenue enhancement. For these Initiatives, you enter savings achieved each period. The period savings represent the amount of dollars saved or paid hours reduced in an individual period. These savings appear in the Cost Reduction Status report. To make Initiative measure data that you enter in the Update Measures page or the InitiativeMeasureData table available in the Cost Reduction Status report, you must run the Update Period Measure Data utility after these Initiative measures are updated.

When you update cost reduction or revenue enhancement measure data in the Strategy Management Initiative measure data table for an Initiative measure, you must also run the Update Period Measure Data utility to update the calculated summary columns. You can even use the Axiom Scheduler (job UpdateMeasureData-SQL) to automatically run this utility at set times to ensure the calculated data in the summary columns in the InitiativeMeasureData table stays accurate. The job is particularly useful if your organization has a number of people manually updating cost reduction or revenue enhancement measure data.

This utility calculates summary columns in the data tables that sum up the rolling totals by calendar year and by fiscal year, and also sums up the rolling total from the start of each initiative. There is also a summary calculation that stores the prior period savings. The summary columns are reportable.

When to run the utility:

  • After running the Create Measure Data utility for imported Initiatives with measures from the PI-Dollars-Performance Improvement class
  • After running the Create Measure Data utility for Initiatives with cost-saving measure data updated from the Admin Measure Update page
  • After running the Create Measure Data utility for a new Perspective measure or Objective measure

To update period measure data:

  1. In the Navigation panel, click Admin > Maintenance.
  2. In the Maintenance page, click the Data Utilities tab.
  3. Click the Update Period Measure Data button.
See also