Apply KPIs to Workbooks

Apply KPIs to your workbooks.

To apply KPIs to a workbook, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Performance Management.
  2. Click the Apply KPI tab.
  3. In the Workbook File field, click Open.
  4. On the dialog box, select the TWB file to which the KPIs will be applied, and click Open. The dialog box closes and the Workbook File field is filled in with the path of the workbook file.
  5. In the Workbook File field, click Apply.
  6. On the Performance Management dialog box, click Yes to process the workbook file or click No to cancel.
    • If you click Yes, the Performance Management dialog box closes and the processed workbook file is saved in the same location as the original workbook file. Vision adds the "-Processed" label to the end of the workbook file name to differentiate the processed file from the original workbook.
    • If you click No, the Performance Management dialog box closes.