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 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...

You’ll use Visual KPI Designer worksheets to enter data for your Visual KPI sites. If you are using a new...

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...

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

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