---
schema_version: "1"
id: bb319c8ae204e7544d43cd88a0f9f36cf842724d43821ff1c3ff7cdbac448515
title: Visual Indicator
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_visual_indicator.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_visual_indicator.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed85205ec4d2408ac8a2bde6bfdc05b6e542964fdde806337e6da37d67042c17
description: Use Visual Indicator in Education Cloud to give advisors a quick view of a student’s performance in the enrolled courses of the current academic term. Based on the student’s course component scores, Visual Indicator shows their course performance in customizable categories such as At Risk, On Track, and Needs Attention.
products:
  - Education
release: "264"
---
# Visual Indicator

Use Visual Indicator in Education Cloud to give advisors a quick view of a student’s performance in the enrolled courses of the current academic term. Based on the student’s course component scores, Visual Indicator shows their course performance in customizable categories such as At Risk, On Track, and Needs Attention.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
        <caption>Required Editions</caption>
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

          </tr>
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with with these enabled licenses and add-ons:
              </p>
              <ul>
                <li>Education Cloud license</li>

                <li>Agentforce for Education add-on license</li>

                <li>Data 360 as part of an Agentforce add-on or as a standalone license</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Visual Indicator uses these resources in Education Cloud:

Education Cloud Resources for Visual Indicator   
| Resource Name | Resource Type | Description |
| --- | --- | --- |
| LearnerPerformanceIndicator | Omniscript | Shows information in a predefined format based on a decision matrix. |
| GetCourseScoreCategories | Integration Procedure | Gets a student’s scores from GetCourseOfferingParticipants, calculates final scores by using the Course Score Calculation expression set, and returns the categorized course scores. |
| Course Score Calculation | Expression Set | Calculates a learner’s score percentage in a course based on the weighted average of its components. |
| CourseScoreCategorization | Decision Matrix | Defines the course score categories, and the text and icon format for each category. |

## Set Up Visual Indicator

Show a student’s performance in the current academic term by setting up the Visual Indicator component. Set up a visual indicator to perform the course GPA calculation using expression sets or Data Cloud Calculated Insights.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d129875e200">USER PERMISSIONS NEEDED</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d129875e203">&nbsp;</th>
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                <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d129875e200 ">To set up Visual Indicator:</td>

                <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d129875e203 ">
                  <p>Education Cloud Full Access</p>
                  <p>AND</p>
                  <p>Data Cloud Admin</p>
                  <p>AND</p>
                  <p>Data Pipelines Base User</p>
                  <p>AND</p>
                  <p>Omnistudio Admin</p>
                  <p>AND</p>
                  <p>View Setup &amp; Configuration </p>
                  <p>AND </p>
                  <p style="margin-bottom:0;">Customize Application</p>
                </td>

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            </tbody>
          </table>

1. Add a tab for student insights to the case record page layout.
    1. From the App Launcher, find and select **Cases**.
    2. Click any case record.
    3. Click **Setup**, and then click **Edit Page**.
    4. Click the Tabs component, and then click **Add Tab**.
    5. Select **Custom** for the tab label, and enter a name. For example, enter Insights.
    6. Click **Done**.
2. Add the Visual Indicator component to the page layout:
    1. Drag the Omniscript component to the new tab.
    2. Select the type as **EDUStudentSuccess**.
    3. Select the sub type as **LearnerPerformanceIndicator**.
    4. Save your changes.
3. [Create a standard decision matrix](https://help.salesforce.com/s/articleView?id=ind.create_standard_decision_matrices_0.htm&language=en_US) with the name CourseScoreCategorization.
    1. Add these columns to the decision matrix:
        
        | Column Header | Header Type | Data Type |
        | --- | --- | --- |
        | ScorePercentage | Input | Number Range |
        | Icon | Output | Text |
        | IconColor | Output | Text |
        | CategoryColor | Output | Text |
        | Status | Output | Text |
    2. Save your changes.
    3. Click **Activate**.
4. Refresh the [data streams](https://help.salesforce.com/s/articleView?id=data.c360_a_data_streams.htm&type=5&language=en_US) and make sure that these required fields have valid values in Data Cloud:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                  <thead class="slds-text-title_caps ">
                    <tr><th class="slds-cell-wrap" scope="col" id="d129875e489">Data Model Object</th>
                    <th class="slds-cell-wrap" scope="col" id="d129875e492">Field</th>
                  </tr></thead>
                  <tbody><tr class="">
                    <td class="slds-cell-wrap" data-label="Data Model Object" headers="d129875e489">Course Offering Ptcp Activity Grade</td>
                    <td class="slds-cell-wrap" data-label="Field" headers="d129875e492">
                      <ul>
                        <li>ssot__Name__c</li>

                        <li>ssot__ScoreNumber__c</li>

                        <li>ssot__ScoreStatus__c</li>

                        <li>ssot__MaximumMarksNumber__c</li>

                        <li>ssot__CourseOfferingRubricId__c</li>

                      </ul>

                    </td>
                  </tr>
                  <tr class="">
                    <td class="slds-cell-wrap" data-label="Data Model Object" headers="d129875e489">Course Offering Rubric</td>
                    <td class="slds-cell-wrap" data-label="Field" headers="d129875e492">
                      <ul>
                        <li>ssot__WeightingNumber__c</li>

                        <li>ssot__InstancesQuantity__c</li>

                      </ul>

                    </td>
                  </tr>
                </tbody></table>
5. To perform the course GPA calculation, use expression sets or Data Cloud Calculated Insights.
    
    - Create an expression set by using the Ready\_to\_Use\_Course\_Score\_Calculation template and change the score calculation logic with custom logic.
    - As an alternative to the expression set, use Data Cloud Calculated Insights.
        1. Create a calculated insight or use the Student Course Percentage Calculator calculated insight that is available in the Education Cloud data kit.
        2. From the App Launcher, find and select **Omnistudio Integration Procedures**.
        3. Create a new version of the EduStuSuccess/GetCourseScoreCategories integration procedure.
        4. Open the new version of the EduStuSuccess/GetCourseScoreCategories integration procedure.
        5. Deactivate the GetCourseComponentGrades remote action and the CalculateCourseScorePercentage expression set action.
        6. Activate the GetCalculatedInsight remote action.
        7. Enter values for calculatedInsightName, insightDimension, and insightMeasure.
        8. Select GetCourseScoreCategorization decision matrix action.
        9. In the Matrix Input Parameters section, for Data Source, replace CalculateCourseScorePercentage:Percent:CourseScorePercentage with GetCalculatedInsight:Percent:CourseScorePercentage.
        10. Activate the integration procedure version.
        11. Ensure that the EDUStudentSuccess/LearnerPerformanceIndicator OmniScript uses the new integration procedure version.

See Also:

- [Data 360 for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_data_cloud_for_education_cloud.htm&release=264.0.0&type=5 "Connect, organize, and unify large volumes of disparate student data and educational data by using the power of Data 360. Then use that data to deliver insights across the complete educational journey of a learner from prospect to engaged alumnus.")
- [Expression Sets](https://help.salesforce.com/s/articleView?id=ind.expression_sets.htm&language=en_US)
- [Authoring Methods for Insights](https://help.salesforce.com/s/articleView?id=data.c360_a_authoring_methods_for_insights.htm&language=en_US)