The KPI (Key Performance Indicator) element provides a visual snapshot of a key metric in your report. It helps stakeholders quickly assess performance through a value, optional comparisons, and visual styling.
How to add and configure a KPI element?
Apply conditions (optional)
You can refine the data that feeds into the KPI:
Filters: Narrow down data using conditions (e.g., Date = Today).
Copy Conditions from a View: Use an existing saved view to apply filter conditions quickly.
Configure the KPI
You can refine the data that feeds into the KPI:
Filters: Narrow down data using conditions (e.g., Date = Today).
Copy Conditions from a View: Use an existing saved view to apply filter conditions quickly.
Set up the metric you want to display:
Choose Field: Pick the field that contains the data to be measured (e.g., Sales, Count, Revenue).
Aggregate: Choose an aggregation method like Sum, Average, or Count.
Add comparison (optional)
Show change over time or across groups:
Group By: Choose a date field from your table to define how data should be grouped. (e.g., Purchase Date)
Interval: Choose the time interval for comparison (e.g., Quarter, Month, Week, or Day).
Enable the following toggles as needed:
Show Month in Label: Display the relevant interval in the KPI label.
Show Previous Value: Display the previous period’s value.
Show % Difference: Display the percentage change between current and previous values.
Customize appearance
Personalize the visual presentation of the KPI:
Color: Choose a color to highlight the KPI section.
Alignment: Set the alignment of the KPI content (Left, Center, or Right).
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