Creating a KPI Card

About KPI Cards

KPI (Key Performance Indicator) cards are smaller than other cards and can track a point in a particular device or track a metric. Metrics are, for example, the BTU rate or electric power for an entire floor, zone, building, or site, based on the topology set up in Network Explorer > Site Explorer. KPI metrics are based on area. Edit Properties in Site Explorer provides fields to enter area values and units (see Editing a Node's Properties (Area)).

Creating the KPI Card

Access the KPI Card Staging Area

1. With the dashboard that you want to add the card to displayed, select Add Instance.

2. Select Card, which opens the card staging area.

3. Select KPI card from the card type options at the left.

Select a Point

1. Select +, which makes the Device list and Point Selector appear.

2. Locate and choose the point.

   Note: If creating on a global dashboard , a drop-down menu is above the Device list and Point Selector. If you want to select a point from a different project, select that project from the drop-down menu first.

   Note: Below a device name, the information in gray text is the device type, as set in the device's profile (see Editing a Device Profile). Below a point name, the information in gray text is [parent device name]:[point ID].

   Note: Selecting a device from the Device list (left) narrows the Point Selector list (right) to show only the points in that device.

   Note: You can filter both lists by typing in Search Devices. You can also filter the Point Selector list by typing in Search Points.

   Note: As devices and points are filtered, the number of displayed devices or points out of the total (matching that criteria) is given at the bottom of each list.

   Note: To display more devices or points in a list, select Load More Devices or Load More Points (at the bottom of each list).

Add Status Colors

See Adding Status Colors for details.

Add Text Slots (Optional)

1. Select Select Point.

   Note: The Device and Point Selector appear, because the Point Slot tab is selected by default.

2. Select Text Slot, which switches to a text editor tab.

3. Type and format text and/or hyper-linked text, as you would in a simple word processor.

4. Select Save.

Title and Size

1. Enter a Card title.

2. Choose a default Size Type from the dropdown menu.

Add to the Dashboard

1. Select Add.

2. Choose either Add to Top of Dashboard or Add to Bottom of Dashboard.

Adding Status Colors

When status colors are configured, a color-coded status bar displays on the left edge of the card's point slot. You can configure the status color to change depending on point's current value.

Using Premade Color Sets

1. Select Add colors (on the point slot's left), which makes a window appear.

2. Choose a Color Set from the dropdown menu.

3. Enter the Min value and Max value.

   Note: See the preview of the color spectrum that will be applied to the entered range of values.

4. If you want this color configuration to apply to the text as well, select the Apply color to text checkbox.

5. Select Save to apply the status color configuration to the point.

Using a Custom Color Set

1. Select Add colors (on the point slot's left), which makes a window appear.

2. From the Color Set dropdown menu, select Custom.

3. Enter the Min value and Max value.

   Note: To add intermediate values, select the + (Add intermediate value). Then enter the new Intermediate value.

4. Select the thumbnails below the color spectrum, which opens a color palette.

5. Do one of the following to choose a color:

   • Use the color slider and move the selection circle.

   • Enter the HEX color code.

   • Select a previously used color and opacity setting from the rectangular swatches at the bottom of the palette.

6. Do one of the following to change the opacity:

   • Use the opacity slider.

   • Change the seventh and eighth digits of the HEX code.

   • Select a previously used color and opacity setting from the rectangular swatches at the bottom of the palette.

7. If you want this color configuration to apply to the text as well, select the Apply color to text checkbox.

8. Select Close.

   Note: See the preview of the color spectrum that will be applied to the entered range of values.

9. Select Save to apply the status color configuration to the point.