All Units
Introduction
Core Concepts
Data Connectivity
Dashboard Visualization
Clients
Data Historian
Asset Organization
Alarming & Notifications
Helper Modules
Security
Cloud & IoT
Reporting
Automated Transactions
Business Intelligence
Project Management
Fault Detection & Diagnostics
SPC/SQC Analysis
Energy Analysis
KPI Self-Service Dashboard
Total: ~47 min
KPIWorX is an alternative approach to dashboard design, which puts the control directly in the users hands to freely design their own intelligent dashboards. It also provides for a variety of dynamic filtering tools to allow for interactive dashboards with live data.
Introduction
An introduction to KPIWorX, how it might be used in contrast to a published GraphWorX display, and some of the key capabilities you can expect to leverage.
Accessing KPIWorX
There are several ways in which you might launch a KPIWorX dashboard. The variety of approaches is intended to make it easy to integrate into an existing application.
Switching Between Modes
KPIWorX has the context of both configuration and runtime modes, both accessible by the user directly within the same session. This makes it quick and easy to adjust dashboards as needed.
Adding Gauges to a KPI dashboard
The standard KPIWorX display is comprised of a number of gauges and symbols, all organized within a display at your choosing. There are straightforward drag-and-drop capabilities to add or edit gauges in a dashboard.
Configuring Symbols
All symbols that are included into a dashboard are of course configurable, and the configuration mode allows for user customization of the symbols to suit the necessary data bindings used for any given symbol.
Analyzing Alarms
Alarms can be incorporated into KPI dashboards, using an alarm viewer similar in function to the standard GraphWorX alarm viewer.
Analyze Trends
The user has multiple controls available in the KPI dashboards to analyze historical trends. Controls include microchart and the TrendWorX64 Viewer.
Viewing Datasets
The user can connect KPI charts and controls to database sources. Charts include pie, donut, tree diagram, categorical, etc. The user can also visualize database information in a tabular view.
Data Filtering
The KPI dashboards offer dynamic filtering. The users can apply filters by clicking charts and controls in real-time. The KPI dashboard can apply the filter to the whole display or an individual control.
Adding BI Controls to a KPI Dashboard
The ICONICS KPI dashboard tool offers an intuitive method for dragging and dropping datasources to controls. The datasources define the dataset and other properties of the control.
Design and Layouts in KPIWorX
The user can customize the layout of their KPI dashboards. Customizable features include grid size and symbol libraries. The user can also create themes that they can use in multiple dashboards.
Dashboard Management for Multiple Users
The ICONICS administrator can manage the KPI dashboards by saving or loading specific dashboards. The administrator can also designate dashboards for public and private use.
Navigation
The user can configure navigation between different KPI dashboards. The user directly links the dashboards by creating dedicated control buttons or adding command to existing control.
Creating Custom Symbols
Symbols can be created in GraphWorX64 and then used within dashboards. Custom Symbols can leverage the full GraphWorX64 editor to create tailored KPI objects.
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