| Field |
Type |
Specifies the type of the KPI. |
| Field |
No. |
Specifies the number of the KPI. |
| Field |
Name |
Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters. This field is formatted red for KPIs with errors. |
| Field |
Description |
Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters. This field is formatted red for KPIs with errors. |
| Field |
Error Text |
Specifies a message that is displayed if a KPI has an error. The error needs to be resolved before the KPI can be used. This field is hidden if the KPI has no errors. |
| Field |
Calculate |
Specifies the calculation method. Areas of use can be to see when something was processed last, whether it was performed correctly and what you need to act on now. |
| Field |
Additional Link Settings |
Specifies whether it should be possible to set up the Link (DrillDown) with more choices regarding filters and which pages it is possible to choose from. Enable this to be able to select pages for the link other than those using the source table specified for the KPI, and also to be able to specify filters for the link that differ from the KPI. |
| Field |
Enabled |
Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI. |
| Field |
Table No. |
Specifies the number of the table that is the data source for the KPI. |
| Field |
Table Name |
Specifies the name of the table that is the data source for the KPI. |
| Field |
Calculate Field No. |
Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated. |
| Field |
Calculate Field Name |
Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field. |
| Field |
Date/Time Selection |
Specifies whether the KPI should use the oldest or latest date for the selected field. Useful for calculating how long it has been since the first or last record was created. |
| Field |
Time Unit |
Specifies the time unit to use for the KPI. The KPI is rounded to the nearest unless another option has been selected in the Rounding Type field. |
| Field |
Page No. |
Specifies the number of the page to open when the KPI is clicked and used for DrillDown. |
| Field |
Page Name |
Specifies the name of the page to open when the KPI is clicked and used for DrillDown. |
| Field |
Open in New Tab |
Specifies whether the page should be opened in a new tab when the KPI is clicked and used for DrillDown. |
| Field |
Filters |
Specifies the number of filters that have been applied to the KPI. Select the link to edit the filters. |
| Field |
Date Filters |
Specifies the number of date filters that have been applied to the KPI. Select the link to edit the date filters. |
| Field |
Filter Related Table |
Specifies whether to add filter in a related table. Useful if you want to filter the KPI on values in a related table. |
| Field |
Related Table No. |
Specifies the number of the related table to which a filter should be added to limit the number that this KPI calculates. |
| Field |
Related Table Name |
Specifies the name of the related table to which a filter should be added to limit the number that this KPI calculates. |
| Field |
Couplings |
Specifies the number of relationships between the table and the related table. Select the link to edit the relationships. |
| Field |
Filters |
Specifies the number of filters that have been applied to the related table. Select the link to edit the filters. |
| Field |
Date Filters |
Specifies the number of date filters that have been applied to the related table. Select the link to edit the date filters. |
| Field |
Page No. |
Specifies the number of the page to open when the KPI is clicked and used for DrillDown. |
| Field |
Page Name |
Specifies the name of the page to open when the KPI is clicked and used for DrillDown. |
| Field |
Open in New Tab |
Specifies whether the page should be opened in a new tab when the KPI is clicked and used for DrillDown. |
| Field |
Filters |
Specifies the number of filters that have been applied to the Link. Select the link to edit the filters. |
| Field |
Date Filters |
Specifies the number of date filters that have been applied to the Link. Select the link to edit the date filters. |
| Field |
Values |
Specifies the number of values that will be applied to the record when opening the page. This can be useful with some specific pages, as the Project Journal. Select the link to edit the values. |
| Field |
My Companies Visibility |
Specifies whether the user-defined KPI should be visible as a column on the My Companies page for all users or hidden by default. |
| Field |
My Companies (Role Center) Visibility |
Specifies whether the KPI should be visible as a column on the My Companies list on the role center for all users or hidden by default. |
| Field |
Cue Visibility |
Specifies whether the user-defined KPI should be visible as a cue on the role center for all users or hidden by default. |
| Field |
Cue Link Opens In |
Specifies what should happen when the data cue of the user-defined KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs. |
| Field |
Lower Zero Threshold |
Specifies the lower threshold for the KPI. If the calculated value is above this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is above a certain threshold. |
| Field |
Upper Zero Threshold |
Specifies the upper threshold for the KPI. If the calculated value is below this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is below a certain threshold. |
| Field |
Rounding Type |
Specifies how to round the calculated value. This can be useful if you want to round the calculated value to a certain number of decimals. |
| Field |
Rounding Precision |
Specifies the size of the interval that you want between rounded amounts. This can be useful if you want to round the calculated value to a certain number of decimals. |
| Field |
Factor |
Specifies a factor to multiply the calculated value with. This can be useful if you want to show a KPI as a thousands. |
| Field |
Show Opposite Sign |
Specifies whether calculated numbers should be displayed with the opposite sign. Negative numbers will be shown as positive. Positive numbers will be shown with a minus sign. |
| Field |
Minimum Decimal Places |
Specifies the minimum number of decimal places to display for the calculated value. |
| Field |
Maximum Decimal Places |
Specifies the maximum number of decimal places to display for the calculated value. |
| Field |
Prefix |
Specifies a prefix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign. |
| Field |
Suffix |
Specifies a suffix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign. If a percent sign is entered, the number is multiplied by 100. |
| Action |
Clear |
Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset. |
| Action |
Use Template |
Start a guide to configure the User-defined KPI using templates. |
| Action |
Filters (KPI) |
View or edit the filters for the selected line. |
| Action |
Date Filters (KPI) |
View or edit the date filters for the selected line. |
| Action |
Filters (Link) |
View or edit the filters for the page of the selected line. |
| Action |
Date Filters (Link) |
View or edit the date filters for the page of the selected line. |
| Action |
Copy From |
Copy another User-defined KPI. |
| Sub page |
Expression |
Expression Lines |
| Sub page |
Preview |
Eagle KPI Preview |
| Sub page |
Used By |
Expression Terms |
| Sub page |
Used By |
Expression Terms |
| Sub page |
Used By |
Expression Terms |