kippy

formula - examples

Anchor 1

Aggregation

The following example shows how performance from a lower level can be aggregated to a higher level.

Let us take the scenario where an organisation has a Net profit KPI at the Level 1 of the organisation that indicates the total net profit for the organisation.

At Level 2, there are two teams, EMEA and APAC, each with a local Net profit KPI indicating the profit in each region.

Each level 2 team has a local Net profit KPI indicating the profit in each region.

To track the organisation's profit at Level 1, a user would have to manually add the Net profit actuals from each of the Level 2 teams and enter the result into the Level 1 Net profit actual.

However, using a kippy formula, the Level 1 KPI actual can be automatically updated each time the Level 2 KPI actuals are updated.

This is done by updating the formula field in the Level 1 KPI to =cloud.kippy.children.sum()

Now, when an actual for a the Level 2 KPI is updated, the Level 1 KPI actual is automatically updated.

So if we update the Net profit in EMEA to 45 ....

... the Net profit in CEO is automatically updated to (40 + 45) = 85

And all the scores are automatically re-calculated.

Other formulas are available too to aggregate KPIs when the names are different, to factor in weighting, use the average, use the score, etc.