User-defined KPIs
Object Definition
Object Type | Page |
Object ID | 70337440 |
Object Name | QWEEG User-defined KPIs |
Source Table | QWEEG Advanced KPI |
Controls
Type |
Caption |
ToolTip |
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 no KPI has errors. |
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 |
Specifies how the KPI is calculated. It can either be the number of rows in the selected table (within the filter) or the sum, average, minimum or maximum of a specified field. |
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 |
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 |
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 |
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 |
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. |
Action |
Clear |
Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset. |
Action |
Clear Selected |
Clear all fields that have been set for the selected KPIs. |
Action |
Use Template |
Start a guide to configure the KPI using templates. |
Action |
Add to Role Center |
View a list of all available role centers and choose in which you want to display this KPI. In order for the Eagle KPIs to become visible in the selected role centers, you need to select the Personalize action and then select Show, since the Eagle Activities is hidden by default. |
Action |
Add to Activities |
View a list of all available role center activities and select in which you want to display this KPI. The KPI will be displayed in all role centers that contain the selected "Activities". Select the Personalize action and then select Hide to not show a selected "Activities" in a role center. |
Action |
Set Enabled |
Set the selected KPIs as enabled to be used. Only the KPIs that are correctly set up will be enabled. Open the card for each KPI to see the error text related to KPIs that could not be enabled. |
Action |
Set Disabled |
Set the selected KPIs as disabled for use. |
Action |
Up |
Move the record one step up in the list and change the number of the KPI. |
Action |
Down |
Move the record one step down in the list and change the number of the KPI. |
Action |
Export |
Download the selected user-defined KPIs including all settings. Useful when migrating settings between companies/environments. |
Action |
Import |
Upload a previously exported settings file to add user-defined KPIs. Ensure that the numbers of the user-defined KPIs to be imported are available. Useful when migrating settings between companies/environments. |
Action |
Generate AL Template Code |
Show the AL code used for the selected user-defined KPIs. Useful when a user-defined KPI should be added as a template in an extension. |
This documentation is generated from Eagle v27.0