The Calculation Formulas Tab

Field for entering any predecessor KPIs that roll up into the calculation formula’s KPI. For example, a Non-Sales Hours KPI might contain the predecessors Non-Service Hours and Freight Hours, which add together to the total Non-Sales Hours. Enter the predecessor KPIs by their number, in brackets. For example, {1} represents KPI 1. Use arithmetical operators to denote the relationship between them:

In the screenshot above, KPIs 44 and 24 are added together to roll up into the specified KPI. See KPI Metadata Formula Library.

Drop-down lists for selecting source types. The drop-down lists contain the following options:

• Average: Used by above store locations to provide an average KPI based on the same KPI of individual stores under it. For example, select this option to provide an average schedule efficiency score for a district. To use the Average source, the metadata set must have the Corporate checkbox selected.
• Note: Above store averages don’t count stores with zero or no values as these missing values would skew the average.
• Configuration: Sourced from the plan methods and plan targets.
• Derived: Calculated by the associated formula.
• Forecast: Sourced from the forecast table. 
• Imported: Read-only sources, such as an imported plan or schedule.
• Kpi Target: Sourced from a pattern defined in Plan Setup > KPI Target Pattern. See Configure KPI Target Patterns.
• Task: Sourced from task management data in the Task Management feature. See Task Management Configuration and Task Management.