Creating Agents from KPIs

Use the following procedure to create an agent from a KPI by using the Create Agent option. This option is available from the More list on the "Catalog page" and from the New Object list in the Scorecard Editor's "Catalog pane." When you create an agent using this method, Oracle BI EE does the following:

Uses the KPI dimensions, dimension values that you specify, and status to create a condition that is based on the KPI and adds the condition to the "Agent editor: Condition tab."
Outputs the KPI as an analysis, saves the analysis to the catalog, and attaches the analysis to the "Agent editor: Delivery Content tab."

For additional information about agents, see Chapter 8, "Delivering Content."

To create an agent from a KPI:

Locate the KPI from which you want to create an agent by using one of the following methods:
- From the "Catalog page," browse for and locate the KPI. In the "Catalog area," click the KPI's More list and select Create Agent. The "Create New Agent dialog" is displayed.
- From anywhere in scorecard (Strategy pane, Initiatives pane, Scorecard Documents pane, Catalog pane, or any tab within the Scorecard editor), select a KPI, right-click, and select Create Agent. The "Create New Agent dialog," shown in Figure 11-10, is displayed.
Figure 11-10 The Create New Agent Dialog
In the Name field, enter a name for the agent.

The "Agent editor" is displayed and the information that you specified in the Create New Agent dialog defaults into the "Agent editor: Condition tab" and the "Agent editor: Delivery Content tab."
(optional) Specify a description in the Description field.
Select the location in which to save the new agent.
Select the status that initiates the agent to deliver its content and execute its actions from the Trigger Agent if KPI Status is list.
(optional) Select a value for the dimensions. Note that agents cannot have KPI dimensions with multiple values.
Click OK.
Complete and save the agent. See "Creating Agents" for additional information.

Best Practice:

Use agents for KPIs and scorecards to monitor performance, continuous feedback, and real-time alerts.

Use actions to align day-to-day decisions with your corporate strategy and to trigger alerts for "out of the ordinary" results.