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Using Visual KPI Designer Query Builder

The Visual KPI Designer Query Builder allows you to add data objects to Groups using queries. In this way, you can add data dynamically to Groups in addition to selecting fixed objects that will always display in Groups.

The Visual KPI Designer Query Builder uses Attributes and Values to return data at runtime. To build a query, you select an Attribute and an associated Value.

Using Query Builder to Add Objects to Groups

Let’s say you have several Groups based on region, but you want to add another Group that displays data based on an attribute other than region. The data may live across regions, but by building a query, you pull in all data with a specific Value based on a selected Attribute.

Example 1

You’ve grouped your KPIs, Charts and Tables according to region and the energy plants within each region. You want another Group that returns KPIs from all plants in all regions that are producing solar power.

First, create a custom attribute called Unit Type with the following default values: Biomass;Coal;Fuel Processing;Gas;Geothermal;Hydro;Nuclear;Solar;Waste Coal.

In the Groups worksheet, create a New Group called Solar Performance.

Select the associated cell under the column KPI Selection Query.

Using the query builder in the task pane, select the Attribute Unit Type, the Operator is equal to (=), and the Value Solar. 

Visual KPI Designer search groups

When you are adding Groups and KPIs, you’ll want to make sure you associate this Unit Type Solar with any relevant KPIs.

Now, when the query runs, all KPIs related to solar power will display in the Solar group, regardless of geographic location.

Example 2

You want to group all KPIs with an alert status of High High High. Obviously, alert status changes over time, so you can’t select KPIs for this group. You must build a query that returns the attribute Status with a value that equals High High High. Visual KPI will display all KPIs that have the selected status at runtime.

Create a custom attribute called Status with the possible Values to include: High High High.

In the worksheet, create a New Group, and give it a name and description.

Select the associated cell under the column KPI Selection Query.

Build a query using Status as the Attribute, equals (=) a Value of High High High.

build query for dynamic data

Note: You can also use Group Selection Query to add sub-groups using attributes and values assigned to Groups. Use Chart and Table Selection Query to add these objects to Groups based on a query.

Using Query Builder to Search and Open Objects

You can also use the Query Builder to search for and open Groups, KPIs, Charts and Tables.

Select the object tab, such as KPIs.

Click the Open KPIs folder icon (), or New Group, New Chart, New Table.

Click Advanced in the search dialogue panel that opens.

Select an Attribute and Value to open only those KPIs (or other objects) in the worksheet.

Visual KPI Designer search KPI

 

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