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GridVis editionsSoftware platform

 


 

  Key Performance Indicator (KPI)

General description:

Using key figures, it is possible to compare consumption, economic figures or quantities. With the KPI function, you formulate key figures tailored to your company and rate these with your own evaluation system. All key figures can be used as KPI widgets in dashboards. The KPI Widget can be visualised as a chart, table or combined on the dashboard.

In the chart, you capture the key figures and their operands at a glance. Using the operands, you detect causes of improved or deteriorating key figures and their trends, from which reasons for the change can be derived and evaluations can be performed.

With the KPI function, comprising the 3 areas of KPI Manager, KPI Configurator and KPI Widget (chart and table), you present your key figures in a structured and clear form.

KPI Manager
  • Manages all key figures that are directly connected with the energy data, for structured visualisation.
  • Facilitates the grouping, alignment and deletion of key figures.
  • Key figures can be assigned to a responsible user.
  • Useful tool for creating a "Balanced Score Card" (BSC).
KPI ConfiguratorCreation of individual KPIs.
KPI WidgetCan be integrated in dashboards.

Calculation:

Key figures are always generated for a selected time period. The key figure is formed from the arithmetic mean of a time unit.

Example period “last year”.

Month123456789101112Months = 12
Key figure101010151515202020252525Total = 210
The key figure for the year is derived by dividing the “key figures total” by the “number of months”:
210 / 12 = 17.5 (key figure for the year)

 

 Note:

Through manual entry in the GridVis desktop installation, you configure input parameters such as sales figures, unit quantities, areas, employee numbers and more.


 

The KPI Manager

The KPI Manager is the management tool for KPIs. The KPI Manager

  • manages all KPIs.
  • offers a structured and informative overview of all key figures and their ratings.

How do I open the KPI function?

  1. Click in the navigation bar on the "Navigation " button..
  2. You will find the "KPI Manager" in the drop-down menu under "Configurators".

"KPI Manager" area (overview window):

ItemIconShort textDescription
1

Create

Create new key figure (KPI).

2 

Group

Key figures group (KPI group), can be configured in the KPI Configurator.

3 

Name

Name of the key figure (KPI).

  • Can be configured in the KPI Configurator.
  • Clicking on the name opens a preview (chart and table).
4 

Description

Description of the key figure (can be configured in the KPI Configurator).

5 

Responsible person

Person responsible for the key figure.

  • Assignment of system user to a key figure.
  • Can be configured in the KPI Configurator.
6 

Value

Key figure value, depending on the “period” setting.
Example time period: Last month > Illustration of the key figure for the last month.

  • The time period appears as a tool tip, if the mouse is moved over the value.
7 

Rating

3-level rating (traffic light), depending on the key figure and its period.

  • Rating criteria be configured in the KPI Configurator.
  • The rating range appears as a tool tip, if the mouse is moved over the traffic light.
8

Search

KPI search and filter.

9

Open

Open KPI Configurator.

10

Copy

Copy KPI

11

Delete

Delete KPI.


 

The KPI Configurator

Consists of the areas Settings, KPI rating and trend and Preview. You open the KPI Configurator via item 9 ""of the KPI Manager (refer to "The KPI Manager").

The KPI Configurator

  • facilitates the formulation and configuration of key figures.
  • facilitates rating and trend settings.
  • offers a preview of the charts and table set.

Settings

 

ItemIconShort textDescription
1 

Formula

Display of the formula selected under item 3a.

2

Save

Save input settings.

3 

Formula

Formula for key figure formation.

3a Formula selection list

Selection list of the available formulas:

  • The system supports up to 4 operands (A, B, C, D)
  • Operands can be measured values (e.g. devices, virtual devices (VD), manual inputs (MI), other KPIs) or constants.
    The operand settings are explained from item 10.

Note:
In order to create further formulas in addition to the existing ones (e.g. nested or complex formulas), use the measured values of virtual devices as operands.

3b 

Unit

Optional input field of the unit for labelling the axes of the KPI graph.

Note:
With an empty input field, the KPI name appears as a label for the KPI graph.

3c 

Colour field

Colour selection for the KPI graph.

4 

Name

Input field: Name of the key figure (KPI).

5 

Description

Input field: Description of the key figure (KPI).

6 

Group

Selection field: Supplementary information on the key figure (KPI). The entry appears in the KPI manager (see item 2 in the description “The KPI Manager”).

7 

Responsible person

Selection field: Optional input of a responsible person.

Note:
You create users in the user administration. For further information: see user administration.

8 

Time period

Selection list: Selected period for which the system forms the key figure (refer also to “The KPI Manager” - item 6 “Value”).

Graphs and tables show the evaluation one time period deeper.

  • Example 1: Last month - the system forms daily key figures.
  • Example 2: Last year - the system forms monthly key figures.

Note:
The selected time period also serves as an initialisation of the preview and widget (graph & table).

9 

Comparison period

Selection list: Selected comparison period, which is compared with the time period selected under item 8. Furthermore, the trend can also pertain to this time period (refer to “Rating and trend”).

10 

Operand A

Operand as measured value.

Note:
Depending on the formula selected, there are up to 4 operands. The results display dynamically aligns itself with the selected formula.

10a  

Radio buttons: Operand A can be selected as a measured value or constant.

Note: Further settings may be required depending on the selection.

Note: The user can select measurement devices from the master project.

10b  

Input field: Designation of operand A.

Note: The designation appears top right in the graph window.

10c  

Colour selection for the graph (bar graph).

Note: The system plots the operands:

  • A and B as bar graph.
  • C and D as a line (like the key figures).
10d  

Selection field: Selection of the measurement device.

Note: The measurement device can also be input (selected) as a virtual device (VD), manual input (MI) or other KPI.

10e  Selection field: Selection of the measured value.
11 Operand BOperand as constant.
11a  

Radio buttons: Operand B can be selected as a measured value or constant.

Note: Further settings may be required depending on the selection.

11b  

Input field: Designation of operand B.

11c  

Colour selection for the graph (bar graph).

Note: The system plots the operands:

  • A and B as bar graph.
  • C and D as a line (like the key figures).
  • Constants are not plotted.
11d  

Input field: Numeric input of the constant!

12

“Back” button

Clicking on the button takes you back to the KPI Manager

13

“Help” button

  • Direct help (bottom left in the window).
  • Button leads to this help screen. After closing the help screen, you return to the previous screen.

Input validation

The system checks - with the input validation - whether all entries have been input correctly in the “Settings” window.
A red warning triangle in the validation column (1st column) denotes empty input fields or incorrect inputs.

 Note: 
If you hover over the red warning triangle with the mouse pointer, you obtain a “tool tip” (information) regarding the validation error!


 

Rating and trend

Key figures can be rated with a 3-stage traffic light. The results are shown in tabular form in the “Preview”.
Key figures are formulated over a time period. The evaluation of the key figures pertains to this time period, or also one time period deeper.

 Note:

The rating of key figures

  • takes place as good, neutral or poor.
  • takes place in 2 directions, which means you can evaluate a high key figure as good or poor.
  • are very clearly visualised with traffic lights. Green traffic lights stand for good key figures here, amber for neutral key figures and red traffic lights for poor key figures
    (A neutral traffic light ""- traffic light without colour indicates that the key figures lie outside the defined evaluation range).

 

ItemIconShort textDescription
1SaveSave input settings.
2aRating level 1 *

Input fields: Enter the range for a “good” rating.

2bRating level 2

Input fields: Enter the range for a “neutral” rating.

2cRating level 3 *Input fields: Enter the range for a “poor” rating.
3 Trend display
  • Activated radio button - “Trend off”: Trend display deactivated!
  •  Activated radio button - “Relation comparison period”: Trend display active!
  • The key figure trend is set and displayed in relation to the key figure for the comparison period.

Note:  The trend is also displayed one time period deeper!

  • Activated radio button - “Relation last value”: Trend display active!
    The key figure trend is set and displayed in relation to last calculated key figure.

  Note:  The trend is also displayed one time period deeper!

4aStrongly rising trend **Relative input (in %), in relation to the key figure - 4-stage display possible. 
Weakly rising trend
4bStrongly falling trend  **
Weakly falling trend
5“Back” buttonClicking on the button takes you back to the KPI Manager
6"Help" button
  • Direct help (bottom left in the window).
  • Button leads to this help screen. After closing the help screen, you return to the previous screen.

*... The range values (key figures) for rating level 1 may be greater than the range values for rating level 3 and vice versa.
This means that you can rate high range values (key figures) as good or poor. 

**... Icons indicate the trend. The system recognises the trend due to the range values entered.


 

The preview function 

Clicking on the “Preview” button in the sub-navigation brings up a preview of your KPI graph and the KPI table.

Note: The KPI graph and KPI table can also be placed on dashboards as a widget.

The graphs shows the 

  • characteristic curve as a line (default setting red).
  • operands A and B as a bar.
  • operands C and D (if available) also as a line.

Note

A rising or falling key figure (line) provides an indication of the cause of the change due to the bar display.

The table shows 

  • the numeric value of the key figure.
  • a rating and the trend of the key figure.

ItemIconShort textDescription
1 

Legend

Shows the colours and names of the key figures and operands.

2 

Time navigation

Time period navigation for KPI graph and table visualisation.

3


or

or

Rating display

Shows the rating of the selected time period and comparison period
(see item 2 "Rating and trend").

4 

Display of formula

Shows the formula formed with the key figure (see item 3 “The KPI Configurator” - Settings).

5

“Back” button

Clicking on the button takes you back to the KPI Manager.

6 

KPI graph

 
6a 

Key figure

 
6b 

Operand A

(see item 10 “The KPI Configurator” - Settings).

6c 

Operand B

(see item 11 “The KPI Configurator” - Settings).

7 

KPI table

 

 

The KPI Widget

Once created, KPIs can be placed on existing or new dashboards as KPI widgets.

In the “Dashboards” window, your KPI can be

  • selected via its name.
  • freely positioned on the dashboard as a KPI graph or KPI table and scaled.

 Note: It is advantageous and useful to realise visualisation as a KPI chart (KPI graph and table positioned one below the other. See figure “The preview function”).

ItemIconShort textDescription
1 

Select visualisation

Visualisation selection list: Select “Key figure (KPI)” widget!

2 

Choose a KPI

Selection list of all KPIs.

3 

View mode

Selection list: KPI graph or KPI table.

4 

Header

Slide control for showing or hiding the header.

 

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