With a KPI widget you can easily highlight key data points on Boards. The KPI widget allows you to display a single numeric value in a formatted text and to complement it with a small description.
How to display a KPI?
In order to successfully display a KPI you have to create a KPI view first. There are two ways to create a KPI view:
- Right-click on any cell of the grid and click on “Create KPI view”. All dimensions in Columns/Rows will automatically be moved to Pages with the relevant items already selected in the page selector.
- Move all pivots from Columns/Rows to Pages and save the View. Be aware that in this case selected values in the View Page Selectors are not going to be persisted to the Board so if you want to focus your KPI on a specific item don't forget to select the relevant items directly in the Board.
Once you have created your KPI compatible View you can add it to a Board by clicking on the KPI widget.
All views that are KPI compatible will be displayed in the "Select a view" dropdown.
When adding a KPI widget, Page Selectors will be unlinked by default so that the KPI highlights the data from items that have been previously selected in the View.
What to do if you encounter this error?
If you select the KPI visualisation mode but your View is not compatible you will be prompted with an error message. In order to make your View compatible with the KPI visualisation you just have to move all pivots from Columns/Rows to Pages but be careful, you might break the grid or chart associated. To avoid breaking current grid/chart we suggest you to create a new KPI dedicated View by "Saving as..." current View.
How to customize a KPI?
First click on KPI visualisation mode and then click on the format tab to display the style and formatting options. Besides all style options already available on grids you can add a small description (limited to 70 characters) that will be displayed below the KPI figure. If you want to complement your KPI with a larger text we suggest you to add a Text widget next to the KPI directly in the Board.
Only Totals that are aggregated via a Sum are supported by the KPI view. You won't be able to create a KPI view when right-clicking on a Total cell that is not a Sum.