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  4. Navigating KPIs & the KPI Tab

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 example, if you are on the Home group level, you will see all Groups and any KPIs located in the Home group. If you are at a Group level, you will see only KPIs at that Group level.

To learn more about how navigation works in Visual KPI, see Navigating Groups.

The Home icon (will take you back to the Home group. Use the breadcrumbs at the top of the page, next to the Home icon, to see where you are in the group hierarchy.

Monitor KPIs in the List View

The default view for the KPI tab is the List View. This view shows the name of each KPI along with other columns that give you an overview of how the KPI is performing.

In the List View, you can quickly see whether a KPI is performing outside its target. 

Visual KPI watch list in list view

The column with the check icon () uses colors and symbols to indicate whether the KPI is performing on target, above, or below range. Use the status legend at the bottom of the List View to understand the status colors and symbols.

The List View (  ) also includes a sparkline graph, which gives a visual of KPI values over time. The default time is set to one day, but you can change the default by clicking the Time Ranges icon ().

Visual KPI list view

Actual is the current, real-time value of the KPI, and Target is where you want it to be.

The Bullet Chart is like a visual meter or gauge. It visualizes KPI performance based on target limits.

Quickly See Status History

Use the Status History Chart icon to quickly see the status history of KPIs. Vertical color bars show Highs and Lows or other targets based on status color.

Visual KPI status bar history

Trend One or More KPIs

Click any of the KPI names, status symbols, charts or graphs to see a Trend visualization of that KPI.

Select the Trends icon () to show and compare trends of up to 20 KPIs.

To make adjustments to the Trend view:

  •   Use the Trend Options icon

  •   Use the Time Ranges icon

Visual KPI real time trends list view

Similar to the quick view Status History Chart on the KPI List View, you can see a status history chart in the trend view.

Click the Status Background icon in the trend view.

Visual KPI Status History

You’ll see vertical color bars in the background that show Highs and Lows or other targets based on status color. It’s another KPI view that shows at a glance if things have gone wrong over time.

Visual KPI status history

Using the KPI Map View

In the KPI Map view, you’ll see all KPIs in the group as a heat map.

Visual KPI map view

Click any KPI to enlarge it and show more details. For example, you can click KPIs in alert condition to find out if something is about to blow up.

If you’ve got KPIs in alert condition, you can quickly see real-time values and a mini-trend for each KPI.

Visual KPI map view

What Else Can You Do with a KPI?

Depending on the data you are viewing, you’ll see icons that allow you to do various things with the data. For example, you can filter data, change time ranges, trend KPIs, view as a chart or geo map.

Scroll over each icon to see its function.

Use the KPI toolbar to view data in different ways

Learn more

Visual KPI Real-time Trends

Working with Visual KPI Trends

Visual KPI Data Visualizations

Enroll in Visual KPI End-User Training and watch the Visual KPI Trends course to learn more about trends and how you can use them to compare data.

 

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