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How do I create a Matrix Key Performance Indicator for my institution?

How do I create a Matrix Key Performance Indicator for my institution?

You can create Matrix Key Performance Indicators (KPIs) that compare two of your Metric KPIs. After selecting two metric KPIs for comparison, you can define segments and configure a calculation matrix based upon the two metrics.

Note: You must create Metric KPIs before you can create a Matrix KPI.

Open Videri Administration Page

Open Videri Administration Page

In the Toolbar, click the Profile icon [1]. Then click the Manage organization link [2].

Open KPIs

In Administration Navigation click the KPIs link [1] or on the Videri Administration page, click the KPIs link [2].

Open Matrix KPIs

In the Manage KPIs menu, click the Matrix KPIs link [1].

Note: On the Manage KPIs Overview page you can click the Matrix KPIs link [2].

Add New Metric KPI

Add New Metric KPI

Click the Add KPI button.

Select Source Metrics

Select Source Metrics

In the General section, click the Horizontal Metric KPI drop-down menu [1]. Then select a metric from the displayed list.

Then click the Vertical Metric KPI drop-down menu and select a metric [2].

Enter a name for the metric in the Name field [3].

You can also enter a description for the KPI in the Description field [4]. For example, to better understand how school discipline counts impact daily attendance rates, select the Student Discipline Incident Count and Daily Attendance Rate metrics.

Configure KPI

Configure KPI

By default, a new Metric KPI is configured to display two data ranges, or segments. Segments indicate the number of numeric ranges you wish to identify and view in a Matrix KPI.

To add segments to your KPI configuration, click the Segment drop-down menu [1]. You can select up to five segments.

Enter a label name for each segment in the Display label fields [2].

To select a different color for the segment label, click the Color icon [3].

For example, to compare school discipline to daily attendance rates, you could select and label three segments: No Intervention, Approaching Intervention, Assessment Required.

Select Label Color

Select Label Color

To select a custom color for a label, use the color palette [1], the Hex field [2], or the RGB fields [3].

You can also select a color from the standard color selection [4].

View Matrix Table

View Matrix Table

The matrix table displays your selected metrics.

View your horizontal metric in the chart header [1] and its corresponding measures in the column headers [2].

View your vertical metric in the chart header [3], and its corresponding measures in the row headers [4].

Configure Matrix

Confiture Matrix

For each metric measure comparison, click the matrix field drop-down menu [1]. Select a segment label and color [2].

For example, high daily attencance compared to low (or excellent) student discipline counts do not need assessment, while below standard daily attendance compared to at risk discipline counts need assessment.

Save KPI

Save KPI

Click the Save changes button.

View New Matrix KPI

View New Matrix KPI

View your KPI in the Matrix KPI list.



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