- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
KPI lists
KPI lists can be used to create a dashboard with a graphical representation of the main KPIs of the process that gives insight into the overall process performance. The following illustration shows an example of a KPI list.
The View details button on a KPI list enables the user to go to the related dashboard for further analysis.
You can edit the properties of a bar chart in the Edit kpi list panel. See the illustration below.
You can select different metrics for which you want to display a KPI charts. For each KPI chart you must select the field that is displayed on the X-axis. Furthermore, you can select the dashboard to which the View details button should be linked.
Below is a description of the elements of the the Edit kpi list panel.
|
Element |
Description |
|---|---|
|
Metric |
List box that enables you to select the metrics for which you want to display a KPI chart. You can select multiple metrics. |
|
Select KPI chart |
Drop-down list that enables you to select the KPI chart for which you want to define the properties. |
|
Format X-axis |
List box that enables you to select the field displayed on the chart. The Format X-axis is a mandatory property. |
|
Link to dashboard |
Drop-down list that enables you to select the dashboard that should be opened when the user clicks on View details. If you do not select a related dashboard, the View details button is disabled. |
|
Remove chart |
Button that enables you to remove the KPI list. See Dashboards. |
