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How To Create a KPI

Updated this week

Introduction

The KPI module is designed to help you track the performance of your assets based on the key performance indicators chosen by you. You can create multiple KPIs, edit them, view, or delete them through this module.

You can only edit and delete the custom KPIs your organization has created. Default KPIs available in Farsight® cannot be modified or deleted.

Steps

1. Click KPIs from the left-hand side bar

2. Start creating a new KPI by clicking on the + Create KPI button

3. Choose an Output Unit from the dropdown list

4. Select a Name for your KPI. The name must be unique

5. Add a Description

6. Choose a Condition from the predefined dropdown list

7. Add an Expression for the KPI

8. Read more about the expressions from the Glossary

9. Choose an Asset

10. Select a timeframe from the Time filter

11. Click the Preview KPI button to have a preview in the right panel

12. Change between Table, Chart, and All to select the view of the Preview Area

13. Save the KPI if you are happy with the input

Glossary

Switch between different tabs to learn more

1. The Attribute Reference tab shows you the context variables that are automatically injected from asset metadata or data point context

2. The Functions tab shows you the built-in functions used to manipulate data types, perform calculations, and handle dates

3. The Operators tab shows you the logical and comparison operators you can use to build complex expressions

4. The Signals tab shows different signals based on the manufacturer

5. The KPIs tab shows you all the existing KPIs available for your organization

6. You can filter your Signals and KPIs

7. In the KPIs tab you can see your existing KPIs details in the table

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