Navigating Your Visual KPI Site
Access your Visual KPI site by entering the site URL provided by your admin. Finding your way around Visual KPI is...
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Profiles & Dashboards
8 Articles
- The Visual KPI Dashboard
- Create a Visual KPI Profile
- Customize Visual KPI Dashboards
- Create a Visual KPI Watchlist
- Pin Your Favorite Visual KPI Elements to the Bookmark Bar
- Add a Link Widget to your Visual KPI Dashboard
- Add Text and Images to your Visual KPI Dashboard
- Bulk Add KPIs to Dashboard or Watchlist
- Supported Visualizations 28 Articles
Navigating Groups (Hierarchy)
Groups is a core concept to understand in order to get the most out of Visual KPI. Groups are how...
Working with Groups
When you are on the Groups tab, the roll-up visualization you see in the data area gives you an overview...
Navigating Tables
Any table that lives in an SQL-based data source (SQL Server, Oracle, MySQL, Excel, Access, and more) is a great...
Navigating Charts
Charts show data as it relates to its defined limits. Visual KPI uses color to show status, and the chart includes...
Status Filters
Using Status Filters you can customize Groups, KPIs, Charts or Tables you are currently viewing based on selected parameters. You...
KPI List View
The Visual KPI List view is the default view of a set of KPIs. It’s the fastest way to see a...
Group Maps
The Group Map view is similar to the KPI Map but is more advanced and gives each group its own...
The Visual KPI Dashboard
From the Visual KPI Dashboard, you can monitor all of your information, personalize the Dashboard, add new visualizations. You can...
Visual KPI Alert Notifications
When something goes wrong, you and others need to know right away. In other words, Visual KPI needs to be...
Navigating KPIs & the KPI Tab
The KPI tab on the Visual KPI main menu shows all KPIs at the level you are currently viewing. For...
Near Me Filter (Filtering by Distance)
Visual KPI has the ability to show assets geographically located near you. It’s called the Near Me Filter. Visual KPI...
Using Relative Time Functions in Visual KPI
Time is an important element for KPIs. Whether it be a visualization that calls for a specific time range, or...
Create a Visual KPI Profile
Create a Visual KPI profile and customize your Dashboard so you see only what you need. A profile consists of...
Customize Visual KPI Dashboards
Visual KPI Dashboards are the personalized (or role-based, asset-based, etc.) view of your most important information, using the visualizations you...
Create a Visual KPI Watchlist
Think of your Visual KPI Watchlist as those KPIs that could get your promoted or fired. Your Watchlist appears in the...
Embed Content from an External Source
You can embed content from an external source in Visual KPI, such as a weather map, HMI or process graphic,...
Visual KPI Real-time Trends
Visual KPI real-time trends are one of the most powerful features of Visual KPI. Almost everything in Visual KPI can...
Pin Your Favorite Visual KPI Elements to the Bookmark Bar
When you need quick access to other Visual KPI dashboards, a table, a chart or trend, you can pin it...
Add a Link Widget to your Visual KPI Dashboard
You can add just about anything to your dashboard, even elements that don’t live in Visual KPI. Websites you reference...
Working with Visual KPI Trends
Visual KPI trends are powerful visualizations and highly customizable. Trends can live on your Dashboard and within individual KPIs. Most...
Customizing Visual KPI Trends
You can view trends in Visual KPI in many ways, both natively and through adjustments made by administrators or end-users....
Embed Visual KPI into Other Applications
Want to embed this map into your Sharepoint portal, a website, or elsewhere? You can embed Visual KPI in other...
Visual KPI Search Feature
When your Visual KPI site has hundreds or thousands of KPIs, the Visual KPI search feature can help you find...
Visual KPI Search: What Fields or Attributes Are Used?
The Visual KPI search function returns all dashboards, groups, KPIs, charts, and tables that meet your search input (as you...
Add Text and Images to your Visual KPI Dashboard
You can add just about anything to your dashboard. You can even add text (static or dynamic), links and images...
Multi-KPI Charts and Trends
When you want to compare KPIs, it’s as easy as selecting KPIs to create multi-KPI charts and trends. This feature...