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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 delivery times. You can create and configure tables using static values or return data from an interface.

Use Visual KPI Designer to return data from any table that lives in an SQL-based data source (SQL Server, Oracle, MySQL, Excel, Access, and more). Tables can have links to relevant data, including trends. You can add geolocation to tables when, for example, you want to show location of listed assets. Using connected interfaces, you can even show geolocation of moving assets.

While tables have some limitations, you can add functions and formulas, including relative time functions, that allow you to capture and display data in almost any way you can imagine.

Learn more about the types of information and data limits of each field.

Visual KPI tables

Create a New Table

Open Visual KPI Designer and connect to the appropriate site.

Select the Tables tab and click the New Table icon ( ).
Visual KPI Designer Table tab tools

Enter a name for the Table.
create and configure tables

Note: If you have a worksheet with Tables open and want to remove all Tables from the current Table worksheet, select the Replace worksheet contents checkbox (any unsaved changes are lost). This will also remove the existing Tables from your site.

Add the new Table using one of the following options:

  • Click Apply to add the new Table and its default settings to the Tables worksheet and continue adding Tables.
  • Click OK to add the new Table and its default settings to the Tables worksheet and close the dialogue.
  • Click Cancel to cancel the creation of the new Table. Once you have clicked the Apply button, the Table(s) already added to the Tables worksheet will not be removed.

Define Table Attributes

Keep it simple or get really complex. Either way, use the attribute fields (columns) to configure your Tables.

To save a Table, place an “x” in the first column and click the Save icon (  ) in the open Tables tab of the Objects Toolbar. It is important to note that ALL Tables with an “x” in the (x) column will be saved. You can remove the “x” for any Table you do not want to save or update.
Visual KPI Designer Table tab tools

Here are a few basic attributes you may want to define. See a full list of all possible Table attributes in the Tables Attributes & Keyword Reference.

Define Display Order

In the Tables worksheet, enter the Table’s Display Order. This is the order in which the Table will be listed on the Tables menu on your Visual KPI site.
create and configure tables

Note: Tables with an assigned Display Order are listed at the top of the page, in Display Order. Tables that do not have an assigned Display Order, are displayed in alphabetical order, following the Tables with a Display Order.

Add a Table Description

Tables display a Description column, allowing you to add a simple description or other information users may need.
tables

Add Table to a Group

If the Table should only be included in a single Group, select the Group Name from the list of Groups already defined. If you prefer that the Tables displayed in Groups should be determined at run-time, it’s best to build a query to create a Dynamic Group. The “–Home –“ group is the Home page for Visual KPI.

Using the Info attribute column, you can add a link to a Trend, another table, a KPI or even external content. The Info column appears on the list of Tables in the main menu of your Visual KPI site.
create and configure tables

Set the Display Format of Table Data

Using the pulldown menu in the Info Display Format column, select how data should be rendered in the table.
create and configure tables

Learn more

Configure Custom Attributes

Navigating Tables

Tables Attributes & Keywords Reference Guide

Using the Table Objects Toolbar

 

 

 

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