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Using Manual and Dynamic Status Overrides

In Visual KPI, you can easily override the status of a KPI using either manual or dynamic status overrides based on a condition or a value in a data source.

For example, you may have a machine that is out of service or a system that has stopped reporting data as expected. Data may still be flowing and available to users in these situations, but you don’t want critical decisions being made if the data is out of date or wrong for whatever reason. Status overrides to the rescue.

In most cases, the status of your KPIs will come from the limits (either static or dynamic) that have been set and how the actual value varies from these limits. In other situations, you may want to override the status. 

Visual KPI has two types of overrides: manual and dynamic.

Manual Override

To override the status of a KPI (regardless of what the actual values and limits say), you can manually set the Status in the Designer to one of the available statuses.

manual and dynamic status overrides

Note: Visual KPI comes with many default status names, but you can always customize status names, colors, icons, etc. in the KPI Status section of the Visual KPI Designer. 

Example, you may have a KPI that monitors an asset that is currently undergoing maintenance. It may still be producing data, but you don’t want your users to rely on the data; so you can manually override the status to ‘In Maintenance’ which would be a custom status you have created in the KPI Status section of the Designer.

Dynamic Status Overrides

You can also create dynamic status overrides of a KPI by using the results coming from a data source and/or an equation.

For example, you may have a data source that continuously expects new data every 5 seconds. If that data source stops returning data for a longer period of time, Visual KPI will continue to show the last data returned as the current value. If this happens and you have another tag or value in your data source that identifies how old the data is, you could automatically change the status to ‘Stale’ (another custom status) until the data starts flowing again at the expected rate.

You can set up a dynamic override that tells Visual KPI when to change the status to either default or custom statuses.

Set up Dynamic Status Overrides

In the Visual KPI Designer, use KPI Status (under the gear icon) to create a custom status

On the KPIs tab in the Designer, enter the Status lookup (tag, equation, parameters, etc.) and select the associated interface (Status Interface).

dynamic status overrides

To set up dynamic status overrides, you’ll need to know the value that Visual KPI associates with each Status (Status Ordinal Value). Your data source must return one of these values in order for the status change to be recognized. The table below shows the ordinals that return each status:

HighHighHigh3
HighHigh2
HighHigh1
Good0
Low-1
LowLow-2
LowLowLow-3
NA-100
Unknown-101
NotInService-102
NotSet-999
Custom111
Custom212
Custom313
Custom414
Custom515
Custom616
Custom717
Custom818
Custom919
Custom1020

Learn more about how to Configure Interfaces for a KPI.

Learn more about how to Configure KPI Status Parameters, Colors and Icons

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