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Settings

Defining a Performance Indicator’s Calculation Frequency

You can use one of four methods to set when a calculated or performance indicator is recalculated:
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Triggered manually. If you select this option, the calculation is never triggered automatically but only when requested by a user through the indicator’s Tools menu or the Recalculate Now button.
Note: The Recalculate Calculated Indicators action cannot recalculate indicators with this setting.
•
Triggered at a regular interval that you set on the indicator (for example, every hour, every Monday at 10 a.m., and so on). Once you define an interval on the indicator, the system checks to see if the indicator needs to be recalculated each time the Recalculate Calculated Indicators action is run. If the Next Calculation date and time are passed, the system recalculates the indicator. You can run this action from the site’s Tools menu, or your system administrator can schedule this method to run on a regular basis.
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Triggered automatically whenever a new reading is entered for an indicator reading-based input in the calculation.
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Triggered automatically whenever a new reading is entered for a specific input that is based on an indicator reading. If the calculated indicator has several inputs, you can prevent recalculation from occurring every time that one of the inputs has new data.

To Define the Calculation Frequency of an Indicator

1.
Open the calculated or performance indicator.
2.
Make sure that editing is enabled.
3.
Select the Calculation tab.
4.
On the Expression tab, enter a value in the Required proximity of inputs box.
Setting Name
Description
Required Proximity
This setting is only applicable when a calculation uses more than one indicator-reading-based calculation input. This rule does not apply to filter-based calculation inputs.
This option sets the time proximity required for calculated, performance, or rule-based indicators. You can specify the length of time within which all readings must have been collected in order for APM to evaluate the rule or calculation.
For example, you can specify that all indicator readings used in the rule or calculation must have been collected within one day of each other. If any of the indicators fall outside of the time period entered here, APM will not evaluate the rule or calculation.
Note: Required proximity is only applicable if two or more calculation inputs are based on indicator readings and use the most recent reading in the input.
5.
Select the Frequency tab. For example:
6.
Select the triggering mechanism for the indicator:
Setting Name
Description
Triggering mechanism for this indicator
The event that causes the indicator to be recalculated:
•
On a regular interval based on a recurrence pattern: The indicator is calculated on an hourly, daily, weekly, monthly, or yearly basis, as defined in the recurrence pattern.
•
Whenever a new reading is entered for one of its inputs: If the calculation uses indicator readings in calculation inputs, then whenever a new indicator reading is entered, the system recalculates the indicator. However, if there is more than one reading-based input in the calculation, the Required proximity of inputs setting can affect whether or not the recalculation occurs.
•
Whenever a reading is entered for input: If the calculation uses indicator readings, the system recalculates the indicator only when a new reading is entered for the specified input. The Required proximity of inputs setting can affect whether or not the recalculation occurs.
•
Manually: The indicator is recalculated when a user selects the Re-calculate Now method on the indicator.
7.
If the indicator will be calculated on a regular interval, define the frequency at which the indicator should be recalculated:
•
Hourly: Select this option to define a pattern that repeats more than once a day (for example, every two hours, every half hour, and so on).
•
Daily: Select this option to define a pattern that repeats more than once a week (for example, every day at 10 a.m.; every Monday, Wednesday, and Friday at 10 a.m.).
•
Weekly: Select this option to define a pattern that repeats at weekly intervals but not more than once a week (for example, every week on Tuesday at 10 a.m., every two weeks on Saturday at 10 a.m.).
•
Monthly: Select this option to define a pattern that repeats in monthly intervals but not more than once a month (for example, every month on the 15th at 10 a.m., every two months on the first Monday at 10 a.m.). You can choose the calendar or financial month.
•
Yearly: Select this option to define a pattern that repeats in yearly intervals but not more than once a year (for example, every year on the 1st of July at 10 a.m., every year on the last day in December at 10 a.m.).
For detailed instructions on creating a scheduled interval, see Defining Recurrence Patterns.
8.
Select the calendar period to show on graphs of indicator readings.
Setting Name
Description
Calendar period to show on graphs of indicator readings
This label applies to indicators with a Daily, Weekly, Monthly, or Yearly recurrence pattern. For the Hourly period type, the current date and time is always used.
This setting allows you to specify whether the indicator reading should be assigned the current calendar period or the calendar period that just ended. This allows you to label the reading as belonging to the previous period even when it can only be calculated after the period has ended. For example, if your performance indicator calculates the total cost of work orders completed in July, you might want to calculate this value after July is over (in August). However, the value needs to be labeled as being from the July calendar period.
Select one of the following options:
•
Current calendar period
•
Calendar period that just ended
9.
When you are finished, save and close the indicator.