How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client

Quick Tip: How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client

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BDO

Prophix recently announced the release of Web Client for Prophix 12.   As this is a new feature, many users have asked me how to bring the company’s KPIs onto the dashboard in the PROPHIX 12 Web Client.

Follow these simple steps to configure your first KPI on the company homepage:

1. Create a new data view using the Ad-Hoc analysis tool that will reflect the required KPI:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_1

2. Save the data view.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_23. Open the Prophix Web Client in a web browser. The Prophix default dashboard will be shown:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_34. Select Dashboard Studio from the drop down menu:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_4

5. Navigate on the ‘Badge’ at the bottom of the web page.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_5

6. Select the size of the Badge and click on it:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_67. Prophix brings the Badge Template on the screen. Make sure that the size of the Badge is correctly selected. An example below covers 2 sections of the design area.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_78. Click on the ‘Tools’ button located on the right upper corner of the Badge and select ‘Properties”:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_89. In the pop-up window type the title for the KPI – ‘Net Income’, Top Text – ‘2015’ and Bottom Text – ‘Internet Division’. Select the data view that was created in the first step:

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_910. Select the data view and click ‘OK’.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_1011. Click ‘Ok’ on the ‘Property’ window to save the settings.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_1112. Save the configured dashboard in the Public folder. Use ‘StartupDashboard’ as the name for the configured dashboard. The dashboard with the name ‘StartupDashboard’ located in a root level of the ‘Public’ folder will be published as a default dashboard.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_12

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_13

13. Refresh the page and voilà! You may review your Net Income KPI from anywhere in the world.

Quick Tip How to Add a KPI to Your Homepage in the PROPHIX 12 Web Client_14


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