Insight Tile KPI Definition

KPIs on tiles can be used to highlight values that approach or exceed pre-determined objectives or thresholds. This lets you proactively keep an eye on approaching targets. These targets could be a certain value, company-wide goal or a specific agreed target for a person or a role within the organization.

Exploring

This program lets you define specific thresholds for targets or Key performance indicators (KPIs) and to highlight these values on business insight tiles.

Things you can do in this program include:

  • Define thresholds for tiles.
  • Define the visual change in tiles when the threshold is reached.

  • This program is accessed from the Program List pane of the SYSPRO menu:

    SYSPRO Programs > Administration > General Setup

Topics

Business Insights

PDF and Video Resources

Feature Guides

Starting

  • Ensure the Tile KPI definition access control is configured in the Operator Maintenance program. This restricts access to the tile levels.

Solving

The values you have entered are incorrect. The value of the warning threshold must be less than the value of the critical threshold.

This message is displayed in the Insight Tile KPI Definition program.

The values you have entered are incorrect. The value of the warning threshold must be less than the value of the critical threshold.

This message is displayed if you typed the icon name into the field and the icon does not exist. Search for and select the icon from the list to ensure you using the correct name.

  1. Open the Insight Tile KPI Definition program.
  2. From the Tiles pane, select the tile for which you want to add KPIs.

  3. Decide on the level where the tile should be deployed. If the tile has not been added or deployed yet, select Add, else select Edit KPI.

    • Select Add or Edit KPI at the System KPI column to add or maintain the tile on system level. Everyone on the system will be able to see the tile.
    • Select Add or Edit KPI at the Company KPI column to add or maintain the tile on company level. Everyone that has access to the company will be able to see the tile.
    • Select Add or Edit KPI at the Role KPI column to add or maintain the tile on role level. You can then select the roles for which you are adding the tile.

    • Select Add or Edit KPI at the Operator KPI column to add or maintain the tile on operator level. Only the operator for whom the tile is created will be able to see the tile.

    The Tile KPI Maintenance screen is displayed.

  4. From the Items pane, select Add or Edit.

    The fields on the KPI Properties pane are enabled.

  5. Edit the KPI properties.
  6. Select Save KPI.

You can only use a fixed target value if the selected type goal is Target Value.

You can't select a target value for Minimizing or Maximizing type tile goals.

When the warning value has been reached or exceeded, the warning icon will override the existing icon. The same happens when the critical threshold is reached or exceeded, and the critical icon will override the warning icon.

Using

When creating a standard tile in a SYSPRO web view, you can specify the following attributes:

  • Tile name

  • Optional parameter values to be used at run time

  • Tile width (small or large)

  • Main text color

  • Tile background color

  • Optional icon and icon color

When adding KPI attributes to a tile, the tile value is compared to pre-defined thresholds. When these thresholds are reached or exceeded, the visual appearance of the tile can change. This will draw the user's attention, allowing them to take appropriate action.

The following tile attributes can be changed when a threshold is reached or exceeded:

  • Main value text color
  • Tile background color

  • Optional icon and icon color

When defining a KPI for a tile you specify the objective for creating the threshold. These can be one of the following:

  • Minimizing

    • the ideal value must be as small as possible.
    • can have a negative or zero value.
    • can have a warning high and a critical high threshold.
  • Maximizing
    • the ideal value must be as large as possible.
    • can have a warning low and a critical low threshold.
  • Target value

    • the ideal tile value is a fixed value.

    • has high and low thresholds.

    • Warning and critical values lie within a range.

    • can have a warning high and a critical high thresholds for both high and low values.

A warning and a critical threshold can be defined and you can indicate whether the value only has to reached or exceeded.

When the warning threshold is reached or exceeded a certain set of attributes is applied (e.g. an orange background). When a critical threshold is reached or exceeded, another set of attributes is applied (e.g. a red background).

If no threshold is reached, the tile attributes that were defined at the time of creating the tile, are used.

KPIs on business insight tiles can be created for a number of different levels (in order of priority):

  • Operator
  • Role
  • Company
  • System-wide
  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.
  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

File

 

Close

This returns you to the previous screen.

View

 
Refresh This refreshes the view.
Filter KPI Where Used When ticked, only tiles that have KPIs are displayed in the list view.

This pane displays the tiles for which KPIs and thresholds have been created.

This pane displays a list of standard tiles that are shipped with SYSPRO, as well as custom tiles (if applicable).

Field Description

Tile

Indicates the tile description.

Tile name

Indicates the tile name.

Where used

If the tile is used, you can select View to display the Tile Where Used pane.

The number of instances the tiles is used throughout the system is displayed in brackets behind the View link.

System KPI

Select Add to add the tile on system level. Everyone on the system will be able to see the tile.

If the tile has already been added, select Edit KPI to edit the KPI properties.

Company KPI

Select Add to add the tile on company level. Everyone that has access to the company will be able to see the tile.

If the tile has already been added, select Edit KPI to edit the KPI properties.

Role KPI

Select Add to add the tile on role level. You can then select the roles for which you are adding the tile.

If the tile has already been added, select Edit KPI to edit the KPI properties.

Operator KPI

Select Add to add the tile on operator level. Only the operator for whom the tile is created will be able to see the tile.

If the tile has already been added, select Edit KPI to edit the KPI properties.

Standard or custom

Indicates whether the tile is a Standard, i.e. shipped or Custom tile.

This is displayed when you select Add or Edit KPI within the Tiles pane.

Items

Field Description

Description

This indicates the level at which the tile was created.

  • System-wide KPI indicates tiles created at system level
  • Company name indicates tiles created at company level
  • Role description indications tiles created at role level
  • Operator name indicates tiles created at operator level

Item

Depending on which level the tile is created, this displays either:

  • System is displayed for tiles created at system level
  • Company is displayed for tiles created at company level
  • Role is displayed for tiles created at role level
  • Operator is displayed for tiles created at operator level

Edit

Select Add to add the tile or Edit to edit the tile's KPI properties.

Delete

This deletes the tile.

KPI Properties

Field Description
Save KPI This saves the KPI properties of the tile.

Tile definition

 

Tile description

Indicates the description of the selected tile.

Tile goal

Select the objective of the tile (i.e. what you want to highlight). You can select one of three tile goals:

Select this for tiles where the ideal value is as small as possible.

Select this for tiles where the ideal value is as large as possible.

Select this for tiles where the ideal tile value is a fixed value, but can deviate to either side.

Warning and critical values lie within a range.

Target value

Indicate the fixed target value for tiles that have a target value tile goal.

Warning high

 

Warning high required

Select this to specify the warning high value.

This applies to tiles with Minimizing and Target value goals, where the aim would be a value that is either fixed or as low as possible.

Threshold value

Enter the value on or above which the warning properties will be displayed.

Threshold condition

Select the warning threshold condition:

  • >= - greater than and equal to

    warning properties are applied when the value is reached

  • > - greater than

    warning properties are applied when the value is exceeded

Warning low

 

Warning low required

Select this to specify the warning low value.

This applies to tiles with Maximizing and Target value goals, where the aim would be a value that is either fixed or as high as possible.

Threshold value

Enter the value on or below which the warning properties will be displayed.

Threshold condition

Select the warning threshold condition, which can be:

  • <= - less than and equal to

    warning properties are applied when the value is reached

  • < - less than

    warning properties are applied when the value is exceeded

Warning properties

 

Warning tile color

Specify the background tile color that will be applied when the warning threshold is reached or exceeded.
 

No background color will be applied.
 

The background color will change to orange.
 

The background color will change to red.
 

The background color will change to the default color, which is a mid-tone blue.
 

The background color will change to turquoise.
 

The background color will change to green.
 

The background color will change to the inverse or opposite color.
 

The background color will change to gray.
 

The background color will change to light gray.
 

The background color will change to very light gray.
 

The background color will change to white.
 

The background color will change to a custom color you can select.

Warning tile color RGB

Displays the RGB color code for the selected color.

Warning value color

Specify the font color that will be applied to the value when the warning threshold is reached or exceeded.

The options here are the same as explained in the Warning tile color field.
Warning value color RGB Displays the RGB color code for the selected font color.
Warning icon

Select an icon that will be displayed in the left-hand bottom corner of the tile when the warning threshold is reached or exceeded.
Warning icon color Specify a color for the icon that will be displayed when the warning threshold is reached or exceeded.
Warning icon color RGB Displays the RGB color code for the selected icon color.
Critical high  
Critical high required

Select this to specify the critical high value.

This applies to tiles with Minimizing and Target value goals, where the aim would be a value that is either fixed or as low as possible.
Threshold value Enter the value on or above which the critical properties will be displayed.
Threshold condition

Select the critical threshold condition, which can be:

  • >= - greater than and equal to

    warning properties will be applied when the value is reached

  • > - greater than

    warning properties will be applied when the value is exceeded
Critical low  
Critical low required

Select this to specify the critical low value.

This applies to tiles with Maximizing and Target value goals, where the aim would be a value that is either fixed or as high as possible.
Threshold value Enter the value on or below which the critical properties will be displayed.
Threshold condition

Select the critical threshold condition, which can be:

  • <= - less than and equal to

    warning properties will be applied when the value is reached

  • < - less than

    warning properties will be applied when the value is exceeded
Critical properties  
Critical tile color

Specify the background tile color that will be applied when the critical threshold is reached or exceeded.

The options here are the same as explained in the Warning tile color field.
Critical tile color RGB

Displays the RGB color code for the selected color.
Critical value color

Specify the font color that will be applied to the value when the critical threshold is reached or exceeded.

The options here are the same as explained in the Warning tile color field.
Critical value color RGB Displays the RGB color code for the selected font color.
Critical icon

Select an icon that will be displayed in the left-hand bottom corner of the tile when the critical threshold is reached or exceeded.
Critical icon color Specify a color for the icon that will be displayed when the critical threshold is reached or exceeded.
Critical icon color RGB Displays the RGB color code for the selected icon color.

Tile Where Used

Field Description

Source

This displays the source of the tile (i.e. for which level the tile was created).

Operator/Role

This displays the operator or role description where the tile is used.

Type

This displays the type of tile (e.g. program).

View

This displays the view where the tile is displayed.

Program

This displays the program name where the tile is displayed.

Program description

This displays the program description where the tile is displayed.