Knowledge Base

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

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

The worksheet toolbar has icons that allow you to interact with the worksheets in the Visual KPI Designer add-on. You’ll...

You’ll notice the object types in the Visual KPI Designer correlate to the tabs in the Visual KPI site navigation...

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

The Object Toolbar appears below the Object Types and Sitewide Settings icon. This toolbar is for working with data in...

The Site Settings in the Visual KPI Designer allow you to change settings that affect your entire Visual KPI site....

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

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

Once the Visual KPI Designer is installed, you’ll want to connect it to a site on your Visual KPI Server....

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

Using Visual KPI Designer, you can configure KPI Status, setting the icons and colors for each status as it should...

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

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

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

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

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

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

Visual KPI has object-level security for Visual KPI sites, so you can choose the security model and level of security detail that...

You enable object-level security access groups using the Visual KPI Designer. First, you use the Features configuration worksheet in the...

When you open data in the Visual KPI Designer, it is equivalent to opening worksheets that contain the configuration data...

When something goes wrong, you and others need to know right away. In other words, Visual KPI needs to be...

Use the Tables Object Tools in the Visual KPI Designer to create and edit tables for your Visual KPI sites....

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

The tables on this page can help you understand the types of fields you’ll find in Visual KPI Designer, as...

Time is an important element for KPIs. Whether it be a visualization that calls for a specific time range, or...

KPI Attribute functions and formulas use equations and references in a KPI attribute’s definition, allowing the KPI attribute value to...

In Visual KPI, you can easily override the status of a KPI using either manual or dynamic status overrides based...

You can embed content from an external source in Visual KPI, such as a weather map, HMI or process graphic,...

If this is your first time using Visual KPI, you can install our Visual KPI demo data site, fully configured...

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

Use this table to reference valid attributes and keywords for mapping Groups metadata from AF, SQL, and inmation databases to...

Use this table to reference valid attributes and keywords for mapping KPI metadata from AF, SQL, and inmation databases to...

Use this table to reference valid attributes and keywords for mapping all chart types, including managed trends, metadata from AF,...

Use this reference for valid attributes and keywords for mapping Table metadata from AF, SQL, and inmation databases to Visual...

The Visual KPI Designer Query Builder allows you to add data objects to Groups using queries. In this way, you...

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

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

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

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

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

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

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

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

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

There are so many places you can add links in Visual KPI. And you can link to just about anything,...

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

Want to see Visual KPI sites in a different language? You can translate Visual KPI into your language using Visual...

Visual KPI themes allow you to change the background of your Visual KPI sites interface. You can configure light & dark...

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

Visual KPI shows your data in real time. The timestamp display in the top bar of Visual KPI sites shows...

Use this table to set relative time functions in Visual KPI Designer.

The Parameters feature in the Visual KPI Designer unlocks a lot of power and enables the following: Allows you to...

If you are looking for a quick way to learn all of the core concepts, patterns and features in the...

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

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

Visual KPI site users can configure custom profiles, profile groups and dashboards in the user interface, or admins can configure...

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

Use this table to learn about all of the possible profiles and dashboards site settings that are configurable in Visual...

Ranges and Dates site settings allow you to define custom ranges and actions for everything, including time ranges for data retrieval...

With Features & Configuration site settings, you control whether or not all sorts of things appear in your site. By default,...

Website settings allow you to control site behaviors that apply universally. For example, you can configure default views for object...

Visual KPI alert notifications are sent to contact emails when any of your KPIs need attention. Here you’ll find settings...

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

Having real-time data is important for making the right decisions at the right time. What happens if your KPIs show...