Set indicator thresholds for KPI target values

 Note   Thresholds apply only to KPI Target values.

You set indicator threshold values in PerformancePoint Dashboard Designer by using the Actual and Targets pane in the Editor tab of the KPI workspace. A threshold is a value that PerformancePoint Monitoring Server uses to determine when to change the indicator that represents the state of the KPI. A band is the span of values between two thresholds. The collection of thresholds and bands for a KPI is called a scoring pattern.

Show  Why are threshold values important?

It is very important to assign threshold values carefully. Threshold values influence two important scorecard elements:

  • KPI indicator choice

A KPI indicator shows how close actual performance measures are to target values. For example, as performance on a particular KPI improves, a stoplight indicator might change from red to yellow, or change from yellow to green. The KPI designer sets the numeric threshold values that determine when the indicator changes. For example, the designer might decide that when KPI target values are between 0% and 75%, the stoplight indicator should be red to show unacceptable performance, but that the indicator color should change to yellow when target values exceed 75%. In this scenario, 0% and 75% are threshold values. The threshold values form the boundaries of the band that extends from 0 to 75.

  • Value of a normalized KPI score

Suppose that you have two groups of KPI values, one that uses percentages and another that uses currency. Suppose that you also want to add a KPI to the scorecard that shows an overall performance score by averaging the scores of the individual KPIs. Because the two groups of KPIs use different kinds of numbers, it does not make sense to find the average score. For example, if you add 43% and $12,544.00, the result is meaningless. A normalized KPI score converts the raw KPI values to a common scale, and then finds the average of the converted scores.

In other words, after Monitoring Server creates a normalized score, it can calculate a summary score by using the converted KPI scores.

Threshold values and their associated band locations have a significant influence on the value that Monitoring Server calculates for a normalized KPI score. To see a specific example of how Monitoring Server calculates a normalized KPI score, see Walkthrough: Calculate normalized scores for KPIs. For other examples, open the PerformancePoint Server Team Blog on MSDN and then type Scoring Algorithm used in PerformancePoint Scorecards into the Search box in the top right corner.


 Note   Threshold settings are one of several KPI configuration options that are available in the Editor tab and the Properties tab of the KPI workspace. To learn more about all KPI configuration options, see the KPI configuration overview.

What do you want to do?


Open the Thresholds pane

To open the Thresholds pane and configure thresholds, take the following steps:

  1. In the Workspace Browser, double-click the KPI that you want to configure. Two tabs appear in the workspace: Editor and Properties.
  2. Click the Editor tab.
  3. In the Actual and Targets pane, click the row that contains the Target that you want to configure.
  4. In the Thresholds column, click inside the cell to display the Thresholds pane and the Set Scoring pattern and Indicator button.

Once you have the Thresholds pane open, you can configure thresholds by typing in values, or configure thresholds by using the wizard.

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Configure thresholds by typing in values

 Note    You can click the Set Scoring Pattern and Indicator to open the Edit Banding Settings wizard at any point in this procedure.

To configure the thresholds by typing in values, take the following steps:

  1. Open the Thresholds pane.
  2. In the Best text box, type a value that represents an upper bound for the actual KPI values.
  3. In the Worst text box, type a value that represents a lower bound for the actual KPI values.
  4. In the remaining threshold text boxes, type upper and lower bounds for each indicator band that you want to use.
  5. Click OK to return to the Actual and Targets pane and configure other KPI settings.

To see an example of how threshold values influence KPI scores, open the PerformancePoint Server Team Blog on MSDN, and then type Scoring Algorithm used in PerformancePoint Scorecards into the Search box in the top right corner.

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Configure thresholds by using the wizard

To configure thresholds by using the wizard, take the following steps:

  1. Open the Thresholds pane.
  2. Click Set Scoring Pattern and Indicator to open the Edit Banding Settings wizard.
  3. On the Select a Scoring Pattern page, take the following steps:
    1. From the Scoring pattern drop-down list, select the pattern that describes how you want Monitoring Server to evaluate scores.

ShowScoring pattern options

Option Description
Increasing is better Requires a Standard indicator such as a stoplight. As actual KPI values increase, this setting causes the indicator to progress from Worst to Best.
Decreasing is better Requires a Standard indicator such as a stoplight. As actual KPI values decrease, this setting causes the indicator to progress from Worst to Best.
Closer to target is better Requires a Centered indicator such as a gauge. As actual KPI values get closer to the Target values, this setting causes the indicator to reflect the relative proximity of the two values.

To see an example of how threshold values influence KPI scores, open the PerformancePoint Server Team Blog on MSDN, and then type Scoring Algorithm used in PerformancePoint Scorecards into the Search box in the top right corner.

For more information about Standard and Centered indicators, see Create a KPI indicator.


  1. In the Banding method drop-down list, select the method that you want Monitoring Server to use to position a score in a band.

ShowBanding method options

Option Description
Band by normalized value of Actual/Target Calculates the percentage of Actual to Target. Then, Monitoring Server determines the threshold band that contains the calculated value. For a detailed tutorial on how to calculate normalized values, see Walkthrough: Calculate normalized scores for KPIs.
Band by numeric value of Actual

Compares the position of the Actual value to the Best and Worst values.

 Note   This banding method assumes that you have already specified Best and Worst values. For more information about how to specify those values, see Configure thresholds by typing in values.

Band by stated score (advanced)

Retrieves a stated value from a specific field in an external data source, and then uses that value to determine the band thresholds for a KPI indicator. Alternatively, the stated value can be calculated by using an MDX formula.

 Note   When you select this banding method, Monitoring Server does not use the Actual or Target value to determine the KPI score.

To see an example of how to use the Band by stated score setting, open the PerformancePoint Server Team Blog on MSDN and type, Band by Stated Score into the Search box in the top right corner.


  1. Click Next to continue to the next page of the wizard.
  1. On the Select an Indicator page, select the indicator that you want to use, and then click Next to continue to the next page of the wizard.

 Note   You must create the KPI indicator before you use it in a KPI scoring pattern.

  1. On the Details page, type a value in the Enter Worst value text box. This value should be the lower bound for any actual data values that might occur.
  2. Click Finish to exit the Edit Band Settings wizard.
  3. In the Thresholds pane, change the threshold values for each band as appropriate. You can change the numeric values displayed for each threshold, or you can adjust one or more of the associated slider bars.
  4. Click Next to return to the Actual and Targets pane and configure other KPI settings.

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Next steps

Click the link that best matches your next task or your overall task.


KPI configuration overview

Configure KPI properties and permissions

Configure KPI number formats

Map a data source to a KPI

Specify the calculation setting for a KPI


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