I have a guest editor today by the name of Kristina McGraw. She just joined us last month and has working hard on a PPS Monitoring and Analytics project and she would like to share one of her favorite features.
The new KPI â€œBulk Editâ€ functionality released in CTP4 was made for me. For one, I am a person who likes to â€œget an early startâ€ on projects. This may sound good in theory but often times it leads to hours of re-work as requirements ultimately always change. In addition, I am almost freaky about efficiency and although I expect to â€œfine tuneâ€ my work, sitting for hours on end redundantly applying the same edit to hundreds of KPIâ€™s can be cumbersome to say the least.
KPI â€œBulk Editingâ€ therefore is my favorite CTP4 discovery (so far). I initially used it to simply change the indicator symbol for a handful of KPI targets. I extended the use to a few more simple edits like changing the number format and then it dawned on me, I could use this not only to reactively make edits based on client requirements changing but I could proactively plan on using the tool and take my â€œearly startâ€ plan to the next level. I can build the framework for all of my KPIâ€™s and plan on making a â€œBulk Editâ€ to generate my specific targets and map to my data source later.
Here is how to use it:
Â· Select the KPI Folder containing all KPIâ€™s which you want to edit (If you have many folders for the same project, create a high level folder to place them all under and select this folder)
Â· Highlight the KPIâ€™s you want to change and click on the â€œBulk Editâ€ tab in the ribbon
Â· The first screen in the wizard is simply owner and folder storage structure. The second screen actually enables the editing of each *shared component of your KPIâ€™s. Just follow the wizard to finish, publish and refresh and voila, you have in three steps made multiple changes to your KPIâ€™s.
*If your KPIâ€™s have variances in Targets for example, you wouldnâ€™t see the detailed information such as Y/Y Change, Prior Year Close etc as seen in the screen below, rather you would see Target(1), Target(2) etc. Moving forward with new projects, I may address this and ensure all KPIâ€™s are in synch by simply adding all KPIâ€™s at a â€œgenericâ€ Actual level and simply add all my specific Targets via the bulk edit later.