Setting WFA Targets

A Target is a desired level of performance for a measure that can be achieved through proactive management.

Target setting is available in the Admin → Target Setting link.

1. To begin, define your measure by choosing Select twice:
2. Selecting a measure from the navigation tree. You can customize which measures display based upon a selection at the top of the window:
   • All: Displays all measures available.
   • Targets: Displays measures with targets entered.
   • No Targets: Displays measures without any targets entered.
   Defining your parameters
3. Once the desired measure is chosen, select the dimensions you wish to enter targets against.
   • The Time dimension can be Calendar or Fiscal (if available).
   • Structural dimensions include Organizational Unit and/or any additional dimensions you have implemented.
   • Analysis dimensions are optional. Select the desired dimension or set to [All] if you do not wish to specify one.
4. Select Create to continue.

If any targets have already been created for a measure with the same time, structural, and analysis options chosen, they will appear instead of the Create button.

These can either be opened for editing or deleted.

The desired target type can be chosen by selecting the appropriate icon.

You can use thresholds to display a close to target/near range.

Thresholds can be a number or percent range and defined on either side or both sides of target.

1. Enter measure specific thresholds on the Target Setting tab, or
2. Enter site wide threshold rules on the Admin tab.

Range targets can use all four tolerance types.

Single targets can use Just Below High and Just Above Low.

1. Once the desired measure, dimensions and target types are chosen, select Display Options to enter your targets.
2. Select the Time period(s), structural node(s) and analysis node(s) you wish to enter targets against.
3. Select Refresh.
4. Enter target values in the table populated (hint: select one or multiple cells).
5. Enter targets as Actuals or adjust by a + or –number or percent. Target will inherit down the table. (Detail Below).
6. When finished, close the inner or outer window to return to the Target selection screen or exit Target Setting.

Choose the appropriate way to enter/update the value:

• Clears a pre-defined target and the inherited targets in any descendants.
• Clears a pre-defined target but leaves the inherited targets of any descendants unchanged.
• User enters the desired numerical target.
• User can change the pre-defined target by a numerical value (+2) or a relative percentage (+2%).

You can change your target labels in the Admin tab.

Site-wide tolerance values can be defined in the Admin tab. On the Target Setting tab, there is an option to select Use default tolerance set in Admin tab.

Targets must be activated to appear in charts, tables, and scorecards.

In components that can access targets, select additional data items in the query screen. Creating queries is outside the scope of this section.

To activate targets:

1. Enable Targets and Tolerances if desired.
2. Colored semaphores can also be enabled in tables and scorecards.