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Dashboard

dashboard

KPIs over time

timeline

API

http
Select an organization to start.
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KPI User Documentation



How it Works

What are KPIs?

Key Performance Indicators, or KPIs in abbreviation, is a type of performance measurement, a set of quantifiable measures used to gauge an organization’s or company’s performance over time. These metrics can be used to determine an organization’s progress in achieving it’s strategic and operational goals and also to compare an organization’s finances and performance against other organizations of the same scope1.

On the case of Public Administration Organizations, such as Local City Councils, Municipalities, or other higher level authorities, KPIs can provide useful information about an organization’s performance. We live in a period where fiscal transparency is a major issue. The overall Open Data movement has droved governments and local authorities around the world to publish their data, and especially fiscal data, in order to promote transparency. But these data, in raw format, can be difficult to handle by average people. KPIs are a compressed form of information. Huge volume of fiscal data can be summarized in a standardized way, offering a quick overview and better understanding and study over an authority’s effectiveness and performance, as it is reflected by the published fiscal data.

Greek Municipalities Use Case

In the case of Greek Local authorities (OTA)2, they are obligated by law, to publish their budgets in a standard form. A 4 level hierarchical classification exists for each level of OTA (2 levels, municipalities and Regional Units), describing different aspects of budgetary items called KAE (Coded Classification of Revenues/Expenditure). Local authorities publish their budgetary data with respect to these standards every year since 2010, and in some cases even earlier, classifying their data as extensions of KAE. Additionally, Greek Government has defined a number of KPIs, by which Local Authorities budgets are monitored for their effectiveness and performance on the context of their budgets. In general, KPIs on their simplest form are defined as divisions between different aggregates of budget data, or demographic data. We can group KPIs, used by the Greek Government in four groups:

● Per Population Income/Expense Indicators

● Correlation of Income - Expenses Indicators

● Human Resources Indicators

● Structural Indicators

Per Population Income/Expense Indicators

These are Indicators that are measuring different items of an organization’s budget per capita. For instance Total expenses per Capita measures shows the total amount spent by the authority per capita. Investment per capita expresses the sum of investments that corresponds in each resident. It expresses that is to say the sum per resident that dedicates the Municipality on average for investments.

Correlation of Income - Expenses Indicators

Correlation Indicators are measuring the how a specific amount of a budget correlates to another. For instance, Subsidies Over Total Expenses is defined as the quotient subsidies over total expenses and denotes the percentage of the total costs of the municipality Total Expenses covered by subsidies. The higher the index value, the greater the grants participation to the expenses of a municipality and therefore the more dependent is the municipality on subsidies.

Human Resources Indicators

HR Indicators measure the percentage of participation of employment costs over total expenses or Operational Costs. The Employment Cost index in terms of costs is defined as the quotient of Employment cost over Total Expenses and expresses the cost of the total payroll staff in relation to the total expenditure. The higher the index, the smaller is the possibility of investment municipality and this may be due, either to higher costs per employee, or a large number of workers. Therefore, the smaller the value of this index, the greater the possibility the municipality to invest.

Structural Indicators

These indicators are showing the percentage of participation of a budget item to the total. For instance Revenue structure shows the percentage of participation of each revenue item to the sum of all revenue. Moreover, Autonomy Indicator expresses the participation of regular revenue to the total revenue. As much as higher the index value, the greater autonomy has the municipality in budgetary matters and financial management as it relies in regularly revenues, which are predictable revenue streams. On the other hand, shrinking offs may indicate reduced investment activity, as well as investment grants are included in extraordinary income.

Showing the Dashboard

Quickstart

When first landing on the home page, a selection screen is shown. Click on Dashboard Tile to begin.

You will be redirected on the Dashboard Page.

First click on the Organization Dropdown. A list of available municipalities will be shown.

Select a municipality. The application will search the data store and initialize the Budget Phase and Year selection forms with the ones available for the selected organization. Then select a budget phase and a year to show. Click on the submit button to create the visualizations.

After a short loading time the dashboard will be displayed, based on the selection criteria.

Percentage values are shown as gauges, where numerical values are shown as animated odometers.

Showing Indicator Description

Each indicator is labeled. Clicking on the Indicator label will present the a short indicator description, to better explaining the meaning of the indicator. On gauges, indicator value defines the gauge color, using a gradient from red for low performance to green for high performance.





Action Buttons

Each indicator has 4 action buttons. Compare, Yearly Change, Share and Embed.


Compare button, will redirect you on the Compare page with predefined Year, Budget Phase and Indicator values based on the previous selection. A Barchart will be presented showing Indicator values across available municipalities.


Yearly Change button, will redirect you on the Timeseries page, where yearly change of the indicator value over the available years will be presented on a Barchart. Budget phase, organization and indicator will be preselected based on your previous selection.


Share button, will provide you with a shareable link on this indicator.


Embed button, will provide you with embeddable code for the selected visualization. Each indicator is designed to be easily embeddable to your website or blog. Just paste the code and you have a nice looking indicator!

Access other data views through OpenSpending Viewer

Through the Dashboard page you can have access to the raw data through the OS Viewer.


Hovering over the blue action button will show two additional buttons. The green button will redirect you to OS Viewer showing the revenue dataset for the previously selected dimension values for organization, year and budget phase, while the red button will present you the according expenditure data.


Compare page

On the compare page you can select and fix values for 3 dimensions, eg Indicator, Year and Budget Phase, so the visualization will present values for the free dimension, in this case Organizations.


Click on the submit button to proceed. The app will retrieve the series for the selected options and present a Barchart.

Hover over each bar to show a tooltip with the exact value.

Yearly Change

On the yearly change page, users can monitor how a KPI value has changed over the pass of time for a specific Organization and Budget Phase. Users can add series to compare values across different Organizations, budget phases or indicators.

Selecting Dimensions

First click on the Organization Dropdown. A list of available municipalities will be shown.

Select a municipality. The application will search the data store and initialize the Budget Phase and Indicator selection forms with the ones available for the selected organization. Then select a budget phase and an indicator to show. Click on the submit button to create the visualization.


Adding Extra Series

You can add additional series on the same graph, in order to compare values between different values of the three dimensions, organization, budget phase and indicator. Make your selection from the form and click on the purple plus action button, next of the submit button.


Each series can be switched on/off by clicking on the label of the dataset, on the legend of the graph.

Radar View

Radar view offers a grouped quick overview of a municipality’s KPIs for a selected organization, budget phase and year.

Quickstart

First click on the Organization Dropdown. A list of available municipalities will be shown.

Select a municipality. The application will search the data store and initialize the Budget Phase and Year selection forms with the ones available for the selected organization. Then select a budget phase and a year to show. Click on the submit button to create the visualizations.

After a short loading time the dashboard will be displayed, based on the selection criteria.

Adding Extra Series

You can add additional series on the same graph, in order to compare values between different values of the three dimensions, organization, budget phase and indicator. Make your selection from the form and click on the purple plus action button, next of the submit button.



Each series can be switched on/off by clicking on the label of the dataset, on the legend of the graph.




API

Under the hood of KPI app lies a PHP API, coded using Laravel 5.4, that handles all calculations. This API can be accessed by users to get single values or series of values for the KPIs available via single HTTP GET calls to the API. Then users can create their own visualizations or create their own analysis using this data.

Get available municipalities

TODO

Get all KPIs available

TODO

Get a single value of a KPI based on criteria

TODO

Get a series of KPI values base on criteria

TODO


1 ttp://www.investopedia.com/terms/k/kpi.asp

2 http://www.ypes.gr/UserFiles/f0ff9297-f516-40ff-a70e-eca84e2ec9b9/egk08_29042013.pdf

KPI Admin Documentation



Installation

Requirements

The app is built using Laravel 5.4 PHP MVC Framework. The requirements of the application to work properly are:

  • PHP >= 5.6.4

  • PDO PHP Extension

  • Mbstring PHP Extension

  • Tokenizer PHP Extension

  • XML PHP Extension

  • SQLite

  • Composer

  • Node.js


Building the app

  1. First clone the application from Gitub.

    1. git clone https://github.com/okgreece/KPI.git

  2. A new folder will be created named KPIs. Then get into the folder

    1. cd KPIs

  3. Build the application

    1. composer install

    2. npm install

    3. gulp

    4. cp .env.example .env

Configuring the Environment

Edit the .env file to reflect your endpoint and other settings

  1. Declare your SPARQL Endpoint where to get your data

    1. ENDPOINT=http://data.openbudgets.eu/sparql

  2. Declare the RUDOLF API Endpoint

    1. RUDOLF = http://eis-openbudgets.iais.fraunhofer.de/api/3/cubes/

  3. Declare the OS-Viewer of the RUDOLF endpoint address

    1. OS_VIEWER = http://eis-openbudgets.iais.fraunhofer.de/viewer/

Seeding the database

From within KPIs folder run the following commands

  1. php artisan key:generate

  2. php artisan migrate

  3. php artisan db:seed


Run the Application

From within KPIs folder run the following commands

  1. php artisan serve


The KPIs application will be available on localhost:9000 and the Admin Panel on localhost:9000/admin


Adding new languages

KPIs application comes with preinstalled translated UI in English and Greek. If you would like to translate in your language go to KPIs/resources/lang and copy the “en” folder. This folder contains all the strings required by the app. Name your folder following your language ISO Code e.g. for spanish name the folder “es”. Next, translate every string within this folder. For instance on kpi/form.php you will see a PHP array as the following

return [


/*

|--------------------------------------------------------------------------

| Forms Language Lines

|--------------------------------------------------------------------------

|

| The following language lines are used on forms

|

*/


'organization' => 'Organization',

'year' => 'Year',

'phase' => 'Phase',

'indicator' => 'Indicator',

'helper' => 'Select a dimension',

'compare_label1' => 'Select Fixed Dimension 1',

'compare_label2' => 'Select Fixed Dimension 2',

'compare_label3' => 'Select Fixed Dimension 3',

];


In order to provide a translation on the ‘’organization change the value after ‘=>’. So for spanish it could be


'organization' => 'Organización’,


Continue to translate every string on all files. If a string is not translated, it will fallback in english language.


After you have translated all instances, you have to tell the app that the spanish language is available. Head to KPIs/config/lang-detector.php and change the following setting


'languages' => parse_langs_to_array(

env('LANG_DETECTOR_LANGUAGES',

[

'en',

'el',

]

)

),

Add ‘es’, after ‘el,’ . Now, when a user requests the app, the language detector will detect the language of the user based on the browser settings and render the UI with the translated strings.

Changing Color Scheme

Adding new admin users

Go to localhost:9000/admin. Choose the register link. A registration form will be presented.

Enter a name, an e-mail and your password twice and click on register. A new User profile will be created. Go to the login page and enter our credentials to access the admin panel.



Selecting Organizations

SPARQL Endpoints may contain various fiscal datasets describe using the OBEU data model. You can select the organization’s dataset you would like to serve through the app, via the Admin Panel. To enable organizations, available on your or a remote SPARQL endpoint, go to “Organizations” page.


Click on “Add New”. Select an organization from the list of the available organizations. Don’t forget to enable it and click on “Create” button.


All enabled Organizations will be shown on the KPIs Dashboard and other pages.

Creating Aggregators

Indicators are composed by simple aggregations divisions or divisions of aggregations with census data. In order to build Indicators you first have to define aggregators, that will be used as numerators or denominators in an aggregator definition.

Aggregators are Observation aggregations, based on the Economic Classification dimension or census data coming from the LOD cloud. Go to the “Aggregators” page on the Admin Panel to manage aggregators or create new ones.


To create a new Aggregator click on the “+” button.