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Install Visual KPI Designer

Install Visual KPI Designer in just 3 easy steps. Allow about 5 minutes for the entire process, start to finish. Note:...

Session Record

The Session Record area displays a list of all activities that have occurred between the KPI Designer and the server...

Contextual Help

Contextual Help in the Visual KPI Designer In the Visual KPI Designer, each worksheet includes headers that indicate the data...

Visual KPI Designer Overview

The Visual KPI Designer allows you to configure Visual KPI in an easy and intuitive way by leveraging the power...

Configure Features Sitewide

Use the Features configuration worksheet to enable or disable specific Visual KPI features sitewide. Use Visual KPI Designer to configure...

Configure Contacts

Contacts can be referenced in your KPI data, allowing you to quickly determine who to contact regarding a specific set...

Configure Custom Attributes

Custom attributes are additional categories of information that will be associated with your data, allowing you to customize the definition...

Configure Alert Templates

Define the types of alerts to be sent using Alert Templates. You can decide what type of information should be...

Create Alerts

Using the Visual KPI Designer, alerts can be configured to notify the appropriate person when a KPI is in a...

Create & Configure KPIs

When you create and configure KPIs in Visual KPI Designer, the new KPI data is uploaded immediately to the KPI...

Functions & Formulas Reference Guide

Visual KPI supports an extensive list of functions and operators, including: Math and Stat functions Logical functions Text functions Lookup...

Set Asset Service Status

Use the Service attribute to indicate if the KPI is in service or not. You can set up Service attributes...

Create & Configure Groups

Visual KPI Groups allow you to organize your data in a way that makes sense for your organization. Groups allow...

Create & Configure Tables

You can visualize data in a table, such as a maintenance log, shift report, or a log of truck materials and...

Configure Bar Charts

Bar charts can be used to show comparisons of data against targets and limits in either a vertical or horizontal...

Configure XY Plots

Create and configure XY Plots, or scatter charts, to show the relationships between two sets of data. For example, you...

Create & Configure Charts

Visual KPI Charts display data in relation to defined limits and targets. Color in charts indicates status, and other marks,...

Configure Pie Charts

Want to display your Visual KPI data as a pie chart? It’s easy to configure pie charts in Visual KPI...

Configure Pareto Charts

Pareto charts can help you quickly see which of your assets are most critical and know where you need to...

Configure Gantt Charts

Gantt charts are a good way to track projects in Visual KPI. A Gantt chart is a type of bar...

Configure Managed Trends

While it’s true that a Trend is really a line chart, trends are one of the most powerful features of...

Add Visual KPI Links

Using links, you can provide more information or connect users to related information in Visual KPI. The use of links...

Add Custom Chart Colors

By default, Visual KPI adds color to charts. In Visual KPI Designer, you can simply create a chart and Visual...

SPC KPI and Trend Configuration

Looking to add SPC functionality to your KPIs and their associated trends? We’ve got that covered! Not familiar with SPC?...

Configure KPI Trend Defaults

Any KPI can be viewed as a trend. Use Visual KPI Designer to set the KPI trend default attributes. Note: We...

Query-Based Charts

There are two ways to create charts (Bar Charts, Pareto Charts, Pie Charts, for example) in Visual KPI: create charts...

Advanced Site Settings Reference

We’ve grouped some cool configuration options under Advanced site settings that allow you to add Interfaces, create your own custom...