From the Visual KPI Dashboard, you can monitor all of your information, personalize the Dashboard, add new visualizations. You can have as many Dashboards as you want, and they belong to profiles.
The Dashboard is your personalized or role-based visualization of KPIs and other object types (charts, groups, tables, embedded content, etc.). You decide what goes on your Dashboard and how it’s arranged. Learn how to Customize your Visual KPI Dashboard.
The Visual KPI Dashboard Top Bar
No matter where you go in Visual KPI, you’ll find some important features from the Visual KPI Dashboard are always visible
In the top bar you’ll see the Search bar. You guessed it. You can search any KPI by entering a word or phrase. The Search will return any element that contains the search parameter. Search may return Dashboards, Groups, KPIs, Charts, or Tables. If the term is there, KPI will give you the options. Click a returned item to open it.
Remember, Visual KPI shows your data in real time. The timestamp in the top bar shows you the exact time, down to the second, that the currently viewed data was returned.
Refresh Your Visual KPI Dashboard
While KPIs update in real time, you may want to use the refresh icon ( ) in the top bar to get the most up-to-date information on your Visual KPI Dashboard. Clicking refresh will assure that you have up-to-the-second results.
In the top bar, the orange-colored number with an icon next to it that looks like an eye () is your Visual KPI Watchlist. Think of your Watchlist as those KPIs that could get your promoted or fired. You add KPIs to your Watchlist like you add favorites to your bookmarks bar in your browser. Visual KPI tracks the KPIs in your Watchlist and alerts you when any of those saved KPIs are in alert condition. The number tells you how many of your watched items are in alert condition. Click your Watchlist to see details of your KPIs in alert. Learn more
A company logo is also in the top bar. Your admin can use the Visual KPI Designer to change the Visual KPI logo to display your company logo.
Navigating the Visual KPI Dashboard
The Visual KPI Dashboard shows your most important KPIs on the front page. But you can also drill down into groups of KPIs and take a look at individual KPIs. You can switch to another profile, or add a new one. You can also view another Dashboard. Let’s look at some of the ways you can navigate your Visual KPI Dashboard.
The Visual KPI navigation bar is located in the left sidebar. From here you can access Groups, all KPIs, Charts, and Tables available in your Visual KPI site.
To hide the navigation bar, click the show/hide navigation icon ( ) in the top bar. On your mobile device, or anytime your screen is smaller, you’ll automatically see the show/hide navigation icon. Click it to open the menu.
Click Home () to access the top-level of the group you are currently viewing. Quickly display your top-level groups by clicking the Home icon. Clicking on the Visual KPI icon at the top of the main navigation bar has the same function, but it will also turn off any filters you have set.
If you have several profiles linked to your Visual KPI site, you can use the Change Profile icon () to select a new one. Each profile may have unlimited Visual KPI Dashboards associated.
Likewise, you can change to a different Visual KPI Dashboard ( ) within the selected profile, if you have several Dashboards associated with the profile. Use the Dashboard pull-down menu to see other existing Dashboards, or create a new one.
The Options icon () offers you different ways to interact with Visual KPI. The Options menu changes depending on what you are viewing. The options available depend on the configuration of your Visual KPI Dashboard and whether it’s locked or unlocked. Here are some options you may see.
For example, if you are viewing your Dashboard, the Options icon allows you to customize your Dashboard or create a new one (assuming you are not on a locked profile).
Add to Dashboard
But if you are on the Groups, KPI or another tab, you’ll see Add to Dashboard.
Ad Hoc Trend
You may see an option to create an Ad Hoc Trend, a custom type of trend that you can build inside your Visual KPI site and add to your Dashboard.
Pin to Bookmark Bar
Pin a KPI, chart, table or another Visual KPI Dashboard to the Bookmark Bar. You can pin almost anything you find in Visual KPI to the bookmark bar. Or you can choose to Hide the Bookmark Bar. The image below shows Dashboards, tables and an embedded external link pinned to the top of the Dashboard.
Show Light/Dark Theme
If your admin has configured themes, you can also toggle between light and dark themes for your Visual KPI interface.
View in Server/Client Time
If your Visual KPI site is configured to change the timestamp display, you’ll see an option to toggle the timestamp display between Client Time (based on the time setting of the device you’re using to access a Visual KPI site) and Server Time (based on the Visual KPI server time).
The time range feature offers another powerful way to interact with your Visual KPI Dashboard. By default, Visual KPI allows you to put objects on your Visual KPI Dashboard that each have their own time range. You can even put the same object multiple times, each with it’s own range. And you can toggle back and forth in time to view data. Alternatively, you can give your entire Dashboard a time range and lock all of the objects on it to the same range. This also lets you control the Dashboard as one single object, even though the information may be coming from multiple sources of data. Learn more about how to Customize your Dashboard and Time Ranges.
Below some data, you’ll see a status legend that shows you how to read conditions of that data. The legend that appears depends on the data you are viewing and what conditions and limits your admin has configured for status in the Visual KPI Designer.
Want to share a particularly interesting KPI, chart, trend or other data with someone else? Click Share ( ) in the main menu. Use Copy to Clipboard and share the link in any app, or use Email to open your email client. You’ll be asked to set up your preferred email client the first time, but once it’s set up, you’ll be taken directly to your email client. Your email will automatically include a link to the data you want to share. Your colleagues will see exactly what you see.
If you get stuck using Visual KPI, click Help ( ) in the main menu. Here’s you’ll find your site’s administrator name and email address. Need a new data source added to your Visual KPI Dashboard? Email your site admin.
The Help screen also has links to the Transpara support website and other helpful links.
You can also see some general stats for your site on the Help screen. Here’s where you can quickly check which version of Visual KPI you are running and the type of license this instance of Visual KPI is using.
Customize Visual KPI Dashboards
Bulk Add KPIs to a Dashboard or Watchlist
Create a Visual KPI Watchlist
Create a Visual KPI Profile