KPI Widget


Apps - Widget - KPI icon.png This widget belongs to the Dashboards category in the widget library. It enables you to view performance metrics using three elements:

  • The last value of the measure.
  • The trend using Widget KPI - Tendance Indicator.png icons by comparing the last value of the measure with the previous value.
  • A miniature trend chart, EVApps - Widget KPI - Small Bar chart.png or EVApps - Widget KPI - Small Line chart.png.

Notes

  Open url.png See General remarks on widgets.

  • The data source must contain one Period column and at least one Measure: Observed value column.
  • Records from the data source must always be arranged in chronological order. The last period must always be the last record in the data source.
  • This chart can process one measure only.
    • If the data source contains several measures, you should select the one you want using the Data Transformer. If you do not do so, then the first measure will automatically be processed.

Best Practice

  • Use the KPI widget to:
    • Display trends defined in Service Manager, by pointing the widget to an EasyVista KPI data source.
    • View the last result of the calculated trend, the change compared with the previous result and a preview of the trend.
    • Display data in chronological order.
  • To compare trends over a period of time using several measures, you should use the Line Chart widget.
  • To improve widget readability:* Use Theme > Header/Footer to enter a legend for the trend value (last value).

    • Use the quantitative scale to specify thresholds to highlight the trend value.

      example Trend displayed in:

      • Green if the value is between 21 and 30
      • Orange if it is between 11 and 20
      • Red if it is between 0 and 10
    • The trend value is limited to four figures. For larger numbers, you should define a unit symbol to represent the KPI unit.

      example 

      • thousands = (k), millions = (m), billions = (G)
      • 152200 ==> 152k
    • You can display a percentage with or without decimal places.
    • You can display or hide the trend and the miniature trend chart.

Example

You want to monitor changes in the number of incidents over the past 10 weeks (measure) and display:

  • The value for the last week = last period (1)
  • The trend compared with the previous week = trend (2)
  • The graphic representation over the 10 periods = trend chart (3)
     
Data source KPI widget

Download Zip icon.png Download example (CSV file)

  • The data source contains several measures.
  • You select the measure you want (number of incidents) using the Data Transformer.

Widget KPI - Example Datasource.png

  • Quantitative scale with four thresholds (five intervals)

Apps - widget Kpi - Thresholds Expand Example.png

  • Graphic representation of the trend

EVApps - widget KPI - Example Chart.png

List of properties

Content

DataSource

Data Source: External data source associated with the widget. 

  • The drop-down list displays all of the data sources available in the app. 
  • To modify the data source or to view its contents, you should click Apps - Edit icon.png. The Apps - datasources Properties - Preview button.png button below the Preview property shows the number of rows (max. 15) and columns extracted.
  • To define a new data source, click Apps - Add datasource icon.png Add Data Source in the Objects pane.
DataTransformer

Data Transformer: Used to define the structure and scope of the data source, apply statistical aggregate functions and modify the order of the measures displayed.

  • Click Setup / Preview Data below the Data Transformer property to open the dedicated window. Open url.png See the description.

ThresholdsStatus

Threshold Status: Used to define 1 to 4 quantitative thresholds using a scale of values (2 to 5 intervals). Each new threshold will be displayed in a different color.


Thresholds determine the display color of the trend value. Open url.png See the procedure.
DefineThresholds
Reduce display mode Expand display mode

You can define three color segments with two thresholds.

EVApps - widgets Dashboards - Thresholds Reduce.png

You can define five color segments with four thresholds.

EVApps - widgets Dashboards - Thresholds Expand.png

Chart

Show Chart: Used to indicate if the measure trend chart should be displayed (box is checked) or not (box is not checked). If displayed, select the type of chart you want using the Chart Type property.

Show Delta: Used to indicate if the measure trend should be displayed (box is checked) or not (box is not checked).

Show Delta Decimals: Used to indicate if decimal places should be displayed for the trend (box is checked) or not (box is not checked).

Chart Type (Note: Only if the Show Chart box is checked): Type of chart to be displayed.

  • Bar Chart: Bar chart EVApps - Widget KPI - Small Bar chart.png
  • Line Chart: Line chart EVApps - Widget KPI - Small Line chart.png

Chart Color: Used to specify the color of the trend chart.

  • By default, the color is the one defined in Theme > Text Color.

Unit: Unit of the trend value.

  • You can define if the unit should be found to the left or right of the value using the Unit Position property.
  • Numbers are rounded up or down to the nearest hundred.

    example 

    • $ or € for amounts; thousands = k; millions = m
    • 152200 ==> 152k

Show Decimals: Used to indicate if decimal places should be displayed for the trend value (box is checked) or not (box is not checked).

Unit Position (Left/Right): Used to place the specified unit symbol to the right (box is checked) or to the left (box is not checked) of the trend value.

example  Value = 1800; Unit = €

  • Unit Position = Left  ==>  1800 €
  • Unit Position = Right  ==>  € 1800

Format of trends

ChartKpi
Property Description Representation
Element Object to format EVApps - Graphic Properties - Chart Element Kpi.png
(1) Delta: Trend icon and percentage change
(2) KPI: Value of the indicator
Graphic properties of the selected object
PageGeneralFormat
Font Family (Inherit) Font of the text, selected via Select Font Graphic properties - General format.png
Size Font size, selected via the slide or specified directly in the field
Alignment (Inherit) Alignment of the text (Left/Center/Right/Justified)
Style (Inherit) Font style of the text Bold/Italic/Underline)
Background Color (Inherit) Background color of the widget
Text Color (Inherit) Color of the text displayed by the widget

Note: Priority is given to the font and color defined using the text editor

Theme

    Open url.png See the description of properties.

Procedure: How to define threshold values

ProcedureDefineThresholds

Step 1: Specifying the number of thresholds

1. Click Apps - widgets Dashboards - Thresholds Reduce thumbnail icon.png in the Thresholds Editor Properties > Ranges domain field to switch to the Reduce mode with three thresholds.

2. Click Apps - widgets Dashboards - Thresholds Expand thumbnail icon.png to switch to the Expand mode with five thresholds.
 

Step 2: Specifying the threshold values

1. Enter the value for the threshold of each segment in the Status Thresholds field.
         EVApps - widgets Dashboards - Thresholds Value Select.png 

2. Select the color of each segment.

  • Move the cursor over the threshold color, click EVApps - Color Palet icon 2.png and select the color you want from the Color Picker.
             EVApps - widgets Dashboards - Thresholds Color Select - Picker.png 
  • You can also enter the hexadecimal code of the color directly in the color field.
             EVApps - widgets Dashboards - Thresholds Color Select - Code.png 

3. (optional) Click [ ON ] in Thresholds Editor Properties > Symmetric colors if you want colors to be symmetrical based on the color of the central segment.

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