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  3. Visual KPI Designer (Configuration)

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:...
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The Visual KPI Designer Interface

Visual KPI Designer runs inside Microsoft Excel as an addin. (Learn more about the Visual KPI Designer addin) You’re probably...
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Session Record

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

The Visual KPI Designer is already set up with basic configuration. You can configure your Visual KPI website with your...
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Contextual Help

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

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

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

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

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

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

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

When you create and configure KPIs in Visual KPI Designer, the new KPI data is uploaded immediately to the KPI...
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Functions & Formulas Reference Guide

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

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

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

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

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

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

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

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

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

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

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

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

By default, Visual KPI adds color to charts. In Visual KPI Designer, you can simply create a chart and Visual...
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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?...
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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...
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Query-Based Charts

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