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Wiki source code of 06c. Targeting

Last modified by Tom Jardine on 06/11/2025, 14:23
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5 The Targeting functionality provides the ability to create Targets based on key data items to help monitor, maintain and measure key performance indicators.
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7 Combined with the standard [[Crosstab>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]] functionality, users are able to create KPI reports which highlight whether business performance meets or breaches customisable thresholds.
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9 To access the Targeting functionality, click **Setup**, **Extensions** then **Targets**.
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11 = Creating Targets =
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13 There are four sections that must be individually created: **Scenarios**, **Fields & Values**, **Targets** and **Levels**. Click the relevant tab and click the **New** button to begin the process.
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15 == Scenarios ==
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17 Scenarios are used to group Targets into easily identifiable groups.
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19 Specify a **Name** and **Description** in the relevant textboxes and click **Create Scenario** to complete the process.
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21 == Fields & Values ==
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23 In this step, the values that the Targets will applied to can be specified.
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25 Specify a name in the **Name** textbox. Values can either be entered manually into the **Values** textbox, or the **Index** and **Display Field** drop-down lists can be used to populate the **Values** drop-down list to quickly add multiple values. Click **All** to add all fields from the specified **Display Field**, or click **None** to remove all selections. Click the **X** icon next to the relevant field to remove individual entries. Added values are not Index specific, with the **Index** and **Display Field** drop-down lists only used to add values without manual entry.
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27 Click **Create Field** to complete the process.
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29 == Targets ==
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31 This step allows users to enter the high-level Target values for each specified scenario.
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33 Specify a **Name** and **Description** in the relevant textboxes and select a field created in the previous step from the **Field** drop-down list. Specify the Target value and click **Add**.
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35 == Levels ==
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37 Use the Levels step to establish a hierarchy of the field and Target values.
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39 Specify a **Name** and **Description** in the relevant textboxes select a parent Target from the **Parent** drop-down list. Then, specify the **Field** and **Values** options with those created in the **Fields & Values** tab to reveal the **Test Targets** options at the bottom of the screen.
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41 For each value, use the **Value** slider to split the parent value by the next level’s values. Click **Balance** to automatically balance any splits to 100% if any of the values have been manually changed.
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43 Once the values have been created for the level, click **Create Level**.
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45 == Creating a Target Index ==
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47 Now the Targets have been specified, a Target Index must be created.
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49 Navigate to the Data Sources screen by clicking **Search Engine**, then **Data Sources**. Click **New**, enter a name in the **Name** textbox and select **Target** from the **Type** drop-down list. Specify the created **Targets** that will be used from the Targets drop-down list and enable the **Create Index** option to create a separate Index containing all the Target data.
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51 Specify the Search Engine that the Index will be added to using the **Add to Search Engine** drop-down list, and specify, if required, the collected that the Index will be added to using the **Add to Collection** drop-down list.
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53 Click **Create Data Source** to complete the process.
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55 = Using Targets =
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57 Once the Targets have been added to the relevant Index, using the [[Targeting steps>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome||anchor="Targets"]] in the [[Index creation>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome]] chapter, it is then possible to add the Targets to existing values.
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59 When a report is creating using one or more of the mapped fields, the Target values will be displayed for selection in the [[Crosstab>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]] **Total Type** drop-down list. Once the Target values have been selected, Cell Calculations can be used to create any required variance reports using the [[Crosstab>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]] functionality.