01
Introduce KPI View Tools
The KPI View page provides a variety of tools for trends and analysis.
Reflect Tutorial
KPI View Tools for Trends and Analysis
In this tutorial, you will learn how to use the KPI View tools in Reflect to adjust time ranges, change chart types, apply filters, manage chart settings, and analyze KPI data effectively.
Go to ReflectWhat You Will Learn
The KPI View page includes several tools for data exploration and visualization. You can select a time range, refresh KPI data, switch between chart and table views, change chart types, download Excel files, apply filters, and customize chart display options.
02
Select Time Range Button
Click the time range button to select the desired period for the selected KPI.
03
Choose Desired Date Range
You can also choose a custom date range using the calendar tool.
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Apply Date Range Selection
Click the Apply button to confirm your selected date range.
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Open Date Picker
Open the date picker to select the start date for your KPI data range.
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Select Specific Date
Choose a specific day from the calendar to set it as your start date.
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Confirm Date Selection
Click Apply to finalize the date selection.
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Refresh Data After Date Change
After selecting a new date range, refresh or reload the KPI data.
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Click Refresh Button
Click the refresh button to update the KPI data and reload the view.
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View Updated Chart Results
The updated KPI results will appear in the chart view.
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View Updated Table Results
Switch to the table view to see the updated KPI data in tabular format.
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Change Time Resolution Options
Use the time resolution options to change the granularity of the KPI data.
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Default Hourly Resolution
Hourly resolution is selected by default. Other options are also available.
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Select Daily Resolution
Select Daily and refresh the data to visualize KPI values with daily granularity.
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Table Updates With Daily Data
The table view will update and display the KPI data based on daily values.
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Switch To Chart View
Click Chart to switch the KPI display from table format to chart format.
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Select Chart Type
Select the desired chart type from the available chart options.
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Choose Line Chart
Click Line to display the KPI data as a line chart.
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Activate Busy Hour Calculation
Use this option to activate busy hour calculation for KPI analysis.
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Select Fixed Time
Select a fixed time to analyze KPI data based on a specific time configuration.
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Open Fixed Time Selector
Click the fixed time selector to open the available time selection options.
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Select Day Of Week
Select the desired day of the week and any previously configured options.
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Confirm Day Selection
Click the confirmation button to apply your selected day configuration.
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Run KPI Refresh
Use the Run button to refresh or reload KPI data.
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Click Run Button
Click Run to execute the KPI refresh process.
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Download KPI Data
Use the download button to export the selected KPI data in Excel format.
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Excel File Download Confirmation
After clicking download, an Excel file will be downloaded in your browser.
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Select Daily Line Chart Settings
Use the settings to confirm daily time resolution and line chart type.
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Clean And Run KPI
Clean the current chart and run a fresh KPI data refresh.
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Click Clean And Run
Click Clean and Run to clear existing chart data and execute a new refresh.
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Cancel Long Execution
Use the Cancel button when a KPI execution is too heavy or taking too long.
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View Progress Bar
The progress bar appears while KPI data execution is running.
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Stop Execution Progress
Click Cancel to stop the execution progress.
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Click Clean Chart
Click Clean to clear the current chart data.
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Open Chart Cleaning Options
Open the chart cleaning options to manage chart data cleanup.
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Use Chart Filters
Chart filters allow you to filter KPI data by different categories or areas.
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Open Chart Filters
Click Chart Filters to open the available filtering options.
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Access Filter Options
Open the filter options to select the desired KPI data filter.
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Select Filter Category
Select the appropriate filter category for your KPI data.
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Adjust Horizontal Ratios
Use horizontal ratios to add horizontal reference lines to your chart.
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Modify Horizontal Ratio Value
Click the horizontal ratio value and adjust it based on your analysis needs.
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Apply Design Changes
Apply your design changes to update the chart visualization.
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Add Vertical Lines
Add vertical lines to your chart to highlight specific time points or events.
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Toggle Date Time Display
Show the date and time on the chart. Click again if you want to reposition the text.
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Apply Date Time Changes
Click Apply to confirm the date and time display settings.
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Open Date Time Settings
Open the date and time settings to adjust how date/time labels appear on the chart.
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Delete And Retry Placement
Delete the current date/time label and place it again in a better position.
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Change Value Settings
Use the value settings section to adjust how values are displayed on the chart.
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Apply Value Changes
Click Apply to confirm value display changes.
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Click Apply Button
Use the Apply button to confirm chart changes and clean evaluations if needed.
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Confirm Clean Evaluations
Confirm the action to clean all evaluations from the chart.
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Activate Chart Points
Use this button to activate visible data points on the chart.
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Click To Activate Points
Click the option to enable point display on the chart.
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Show Labels On Selection
Enable labels when clicking items in the chart legend.
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Display KPI Labels
The chart will show labels with the value of the selected counter or KPI.
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Activate Tooltip Feature
Activate the tooltip feature to display additional KPI information on hover.
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Enable Tooltip On Hover
Hover over chart points to view tooltip information such as date, KPI name, and value.
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Tooltip Displays KPI Details
The tooltip displays the counter name and the value for the selected KPI point.
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Activate More Section
Open the More section to access additional chart display options.
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Select Items Outside Legend
Use this option to manage items that are not shown directly in the legend while hovering on charts.
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Open Chart Options
Open Chart Options to configure left and right axis settings.
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Configure Axis Settings
Set minimum and maximum axis values, intervals, and data formats.
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Click Chart Options
Click Chart Options to open the advanced chart configuration panel.
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Open Axis Configuration
Access the axis configuration settings to fine-tune chart scaling and formatting.
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Note On Customer Tutorial
Customer-specific settings will be explained in a separate tutorial.
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Access Customer Tutorial
Proceed to the customer tutorial to learn about customer-specific configurations.
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Apply Date Range Selection
Click Apply to confirm your selected date range and complete the workflow.
Tutorial Summary
You have successfully learned how to use the KPI View tools to adjust time ranges, change chart types, apply filters, download data, manage chart settings, and customize KPI visualization. These tools help you analyze KPI data more effectively and prepare clearer trend-based reports.