KPI Values : WiredUp

The KPI Values screen allows you to manually enter, edit, and manage actual performance data, targets, baselines, and forecasts for your KPIs. This data is used throughout WiredUp in charts, dashboards, reports, and Value Driver Trees. This article explains how to access the KPI Values screen, add and edit values, add comments and attachments, use filters, and save your entries.

Accessing the KPI Values Screen

To access the KPI Values screen:

Navigate to Analysis in the main menu
Select KPIs from the dropdown options
Click on the Name of the KPI you want to update
Click the three-bar menu (hamburger icon) on the left side of the title
Select Values from the menu
The KPI Values grid will display

Understanding the KPI Values Grid

The KPI Values grid displays all entered values for your KPI in a table format. The grid typically shows:

Unit of Measure: The unit displayed for the KPI at the top of the grid
Select/Deselect checkbox: click the checkboxes to select/deselect multiple KPI values for bulk delete
Date: The date for which the value is captured
Actual: The actual performance value achieved
Baseline: The baseline value for comparison
Target: The target value for that period
Actual Forecast: The Actual Forecast value of the KPI. This value can also be used as a forecast value for an initiative by selecting Actual Forecast as a forecast type on Initiative Forecast
Custom Targets: Alternative target values (configured in Site Configuration)
Add Comment: add or view a comment or attachment associated with a KPI value
Delete: click this icon to delete a KPI value from the list

Note: All value columns are displayed by default except for Custom Targets, which are configured in Site Configuration.

Adding KPI Values

To add a new value to your KPI:

Open the KPI Values screen
Scroll to the bottom of the values grid
Enter the required information:
1. Date: Select the date for this value
2. Actual: Enter the actual performance value (if applicable)
3. Baseline: Enter the baseline value (if applicable)
4. Target: Enter the target value (if applicable)
5. Actual Forecast: Enter the actual forecast value (if applicable)
6. Custom Targets: Enter custom target values (if configured in Site Configuration)
7. Click the +Add button to add the value to the KPI values
Click Save in the top-right corner to preserve your entry

Important: Always click Save after adding values. If you navigate away without saving, your entries will be lost.

Adding Multiple Date Rows at Once

You can now generate multiple empty date rows at once using the Add Date Rows feature, which is particularly useful when setting up a new KPI or backfilling historical periods.

To add multiple date rows:

Open the KPI Values page for the KPI you want to manage
Click the Add Date Rows button in the app bar
The Add Date Rows modal will open with three sections: Period, Cadence, and Preview

Defining the Period:

The Period section defines the date range for which rows will be generated.

Predefined Period — choose from common date ranges (This Week, This Month, This Quarter, This Year, This FY [as defined on Site Settings])

The default predefined period selected is This Month

Custom Period — manually define a start and end date using the From Period and To Period date pickers

The default custom period is the first day and last day of the current month

Defining the Cadence:

The Cadence section defines how often date rows are generated within the selected period. The available cadence options are:

Daily — generates rows for every day or every weekday
Weekly — generates rows for selected days of the week (you can select multiple days)
Monthly — generates rows on a specific day of each month (e.g., Day 26) or on a specific weekday (e.g., the fourth Thursday)
Yearly — generates rows on a specific date each year (e.g., March 26) or on a specific weekday (e.g., the fourth Thursday of March)

A Yearly cadence requires This Year or This FY as the Predefined Period. Other predefined periods will display a warning prompting you to select a longer range or different cadence

Previewing and Adding:

The Preview section shows all dates that will be generated before you confirm.

Dates that will be added appear in normal black text
Dates that already exist appear with strikethrough and an "Already exists" label
A summary line shows how many rows will be added and how many dates will be skipped
If you selected Day 31 for a monthly cadence, a warning will appear explaining that the last day of the month will be used for months with fewer than 31 days

To complete the process:

Review the preview list
Click Add Dates to generate the rows, or Cancel to close without adding
All generated rows are added as empty rows to the KPI Values table
The table automatically scrolls to the first newly added row
Each added row generates its own "KPI Value Added" entry in the Change Log

Note: If a period is locked and you are not the KPI Owner, you cannot add rows to that period. The Add Date Rows button is hidden for archived KPIs.

Adding Comments and File Attachments

You can add comments and file attachments to individual KPI value entries to provide additional context, documentation, or explanations.

Adding or Viewing Comments

To add or view a comment for a KPI value entry:

Locate the value entry in the KPI Values grid
Click on the Add Comment icon located on the row of the value
The Notes and Attachments panel will open
Enter your comment text in the comment field
Click Post Comment to add the comment

When to use comments:

Explain unusual or unexpected values
Document data sources or calculation methods
Provide context for significant changes in performance
Note any data quality issues or corrections
Record assumptions or adjustments made to the data

Adding File Attachments

To add a file attachment to a KPI value entry:

Locate the value entry in the KPI Values grid
Click on the Add Comment icon located on the row of the value
The Notes and Attachments panel will open
Click the + icon and select Attachment
Select the file you want to attach from your computer
Click Add to preserve the attachment

When to use attachments:

Attach source documents or reports that support the entered value
Include screenshots or images that provide visual evidence
Upload calculation spreadsheets showing how values were derived
Attach approval documents or sign-offs
Include relevant correspondence or meeting notes

Tip: Use comments and attachments to create an audit trail and provide transparency for your KPI data. This is especially important for KPIs used in compliance reporting or executive decision-making.

Note: For more information about adding comments and attachments, refer to the KPI Commentary Feature article.

Editing KPI Values

To edit an existing value:

Open the KPI Values screen
Locate the value you want to edit in the grid
Click directly into the cell you want to modify
Enter the new value
Click Save in the top-right corner to preserve your changes

Tip: You can edit multiple values before saving. Make all your changes, then click Save once to save all edits.

Selecting and Deleting Multiple KPI Values

You can now select and delete multiple KPI value rows at once using checkboxes, which is particularly useful when managing KPIs with large volumes of data.

To delete multiple KPI values:

Open the KPI Values screen for the KPI you want to manage
Click the checkbox next to each value row you want to delete
Tip: Click the Select All checkbox in the column header to select all rows at once
Once you have selected one or more rows, a delete icon will appear in the app bar located at the top-right of the page
Click the delete icon
A confirmation modal will appear showing the number of rows you are about to delete
Click Delete to confirm, or Cancel to close the modal without deleting

After deletion:

All selected rows are removed from the KPI Values table
The checkboxes are automatically cleared
Each deleted row generates its own KPI Value Deleted entry in the Change Log

Note: If a period is locked and you are not the KPI Owner, the checkbox for that row will be disabled. Locked period rows cannot be selected for deletion by non-owners. Hover over a disabled checkbox to see the message: "This period is locked. Please contact the KPI Owner to request changes."

Important: Remember to click Save after making any changes to ensure your updates are recorded.

Filtering KPI Values

The Filter icon in the top-right corner of the values grid allows you to narrow down the displayed values by date range.

Using the Filter

Click the Filter icon in the top-right corner
Select a From Date (start date)
Select a To Date (end date)
Click Filter to filter the KPI Value list. The grid will display only values within the selected date range
Click Clear to remove the filter and view all values again

When to use filters:

When working with KPIs that have extensive historical data
When you need to focus on a specific time period for data entry or review
When verifying values for a particular reporting period

Saving Your Changes

After adding or editing KPI values:

Review all your entries to ensure accuracy
Click the Save button in the top-right corner of the screen
Your changes will be saved to the system
The values will immediately be available in charts, dashboards, and reports

Warning: If you navigate away from the Values screen without saving, all your changes will be lost. Always click Save before leaving the screen.

Viewing KPI Value Change History

All changes made to KPI values are now automatically tracked in the KPI Change Log, providing a complete audit trail of who changed what values, when they were changed, and what the previous values were.

What is tracked:

The Change Log captures all value changes made on the KPI Values page, including:

Adding new value rows
Editing existing values (showing old value → new value)
Deleting value rows
Changes made via bulk import
Changes made via API uploads

Tracked columns:

All value columns are tracked:

Actual
Baseline
Target
Actuals Forecast Value
All custom target columns configured for the KPI

To view value change history:

Open the KPI you want to review and navigate to the Values menu
Click the Audit icon located at the top right to open the change log
Value change entries appear alongside other KPI changes, ordered by timestamp (most recent first)

Understanding Change Log entries:

Each value change is recorded as a separate card in the Change Log. Multiple column changes on the same row within a single save action are grouped into one card.

KPI Value Added:
- Shows the date of the new value row
- Lists each column that has a value (empty columns are not shown)
- Displays who added the value and when
KPI Value Updated:
- Shows the date of the value row that was changed
- Lists each column that was changed in the format: [old value] to [new value]
- Only changed columns are shown (unchanged columns are not listed)
- Displays who updated the value and when
KPI Value Deleted:
- Shows the date of the deleted value row
- Lists each column that had a value before deletion
- Displays who deleted the value and when

Note: For bulk imports and API uploads, each value row generates its own Change Log entry. API changes are attributed to "System" or the API user identifier.

Understanding Value Types

Actual Values

Actual values represent the real performance data achieved for each time period. These are the primary values used to assess KPI performance.

Best practices:

Enter actual values as soon as data becomes available
Ensure accuracy before saving
Use consistent date formats aligned with your KPI's target frequency

Target Values

Target values represent the desired performance level for each period. Targets can be constant or vary by time period.

Note: If you set a Default Target in the KPI configuration, you may not need to enter individual target values unless they vary by period.

Baseline Values

Baseline values represent the starting point or reference level before improvement efforts begin.

Note: If you set a Default Baseline in the KPI configuration, you may not need to enter individual baseline values unless they vary by period.

Actual Forecast Values

Actual Forecast values represent the forecasted actual performance for future periods.

Use cases:

Planning and budgeting scenarios
Anticipating whether targets will be met
Identifying when intervention may be needed
Using as a forecast value for an initiative by selecting Actual Forecast as a forecast type on Initiative Forecast

Custom Targets

Custom targets are alternative or adjusted targets that differ from the default target.

Use cases:

Stretch goals in addition to standard targets
Variable targets that change by time period
Multiple target scenarios

Note: Custom Targets must be configured in Site Configuration before they can be entered.

How KPI Values Are Used

The values you enter in the KPI Values screen are used throughout WiredUp:

KPI Charts

Actual values are plotted as bars or data points
Target and baseline values appear as lines
Actual Forecast values show projected future performance

KPI Cards

Display summary metrics (Actual, Target, Variance) for the configured Performance Period
Show performance status (On Track, Off Track, At Risk)
The "Updated" indicator is based on the latest Actual value date

Dashboards

KPI widgets display current performance based on entered values
Charts and cards update automatically when new values are saved

Value Driver Trees (VDTs)

VDT variable nodes source Baseline, Target, and Actual values from the KPI Values page
Monthly calculated method KPI values are used for VDT calculations
If values don't exist for a period, VDTs may show blanks or nulls

Initiative Forecasts

Actual Forecast values can be used as forecast values for initiatives
Select Actual Forecast as the forecast type on Initiative Forecast to use these values

Reports

Performance reports pull actual and target data from the Values screen
Variance calculations are based on the entered values

Tips for Managing KPI Values Effectively

Enter values regularly: Keep your KPI data current by entering values as soon as they become available
Verify before saving: Double-check values for accuracy before clicking Save
Use filters for large datasets: When working with years of data, filter by date range to focus on specific periods
Document unusual values: Use the Notes and Attachments icon to explain anomalies or significant changes
Attach supporting documentation: Upload source documents to create an audit trail
Check the "Up to Date" status: Regularly review the KPI List to identify KPIs that need updating
Consider bulk import: For large volumes of data, use the KPI import template instead of manual entry

Troubleshooting

If you've entered values but they don't appear on the KPI Chart:

Check the Unit of Measure display factor: If set to 0, values will display as 0 (value × 0 = 0). Update in Administration → Units of Measure
Check chart Min/Max settings: Values outside the chart's Min/Max range won't be visible. Adjust in Chart Options
Verify you saved: Ensure you clicked Save after entering values
Check the date range: Ensure the chart's time period settings include the dates for your entered values

If values don't appear in Value Driver Trees:

Check calculation method: VDTs typically require monthly calculated method KPI values
Verify value types: Ensure you've entered the correct value types (Actual, Baseline, Target) that the VDT expects
Check date alignment: Ensure values exist for the periods the VDT is analyzing

Next Steps

Now that you understand how to manage KPI Values, you may want to explore:

KPI Commentary: Explore how comments and attachments are captured for KPIs
KPIs Import Template: Learn how to bulk import KPI values using Excel

Adding and Viewing KPI Values

Overview