Adding a new KPI to a KPI chart

A single KPI chart can display several KPIs. Which performance values that are displayed in the KPI tiles can differ between KPIs. When adding a new KPI to a KPI chart, you define which values to monitor in the tiles, and for which categories.

About this task

A KPI chart is created.

Procedure

Right-click a KPI in the KPI chart, and select Add KPI. In the visualization properties panel, you can also click next to the title of the KPI chart.
The new KPI is added to the chart. In the panel, the new KPI is highlighted.
Under Value (y-axis), specify the column or expression to use when calculating the primary value that is shown in the tiles. You can
- select a column and an aggregation in the column selector.
- right-click the column selector and click Custom expression. This opens a dialog where you can type your own expression.
The value that is shown in the tile is the result of this calculation for the most recent time period. See the Time setting in the next step.
On Time (x-axis), select the column or hierarchy to use for defining the time periods.
The shown primary value is the result for the most recent time period.
Tip: To show the time period in the tile, select the Show time in tile check box.
To indicate the development of the primary value over all the time periods, sparklines are shown in the tiles by default. You can remove the sparklines from the tiles by removing the Sparklines card from the visualization properties panel. In the installed client, you can clear the Show sparkline check box on the Appearance page of the KPI Settings dialog.
Under Tile by, select the column that specifies which categories the tiles should represent.
The categories are displayed at the upper left of the tiles.
Under Comparative value, select the column or expression to specify what the primary values should be compared to. In the visualization properties panel, you must first click and select Comparative value.

Tip: If you want, you can change the display name of the primary value or the comparative value, similar to how you change the display name for an axis.

The result for the most recent time period is shown in the lower left of the tiles.
If you want to use colors to indicate performance, go to the Colors (or Color by) section. The default colors of the tile backgrounds reflect the primary values, and a gradient color transition is used. Specify the column or expression on which the coloring of the tiles should be based. The coloring can, for example, be based on the primary values, the comparative values, or values from any other calculation.

Tip: To let the tiles' background colors indicate the performance levels differently, click Add color rules.

Note: If you, in the visualization properties panel, in the Tile by card, click the context menu and then select Show categories from > All values, you might under certain circumstances get tiles that have no primary and comparative values to display. This might be the case when tile categories have been filtered out, or certain combinations in a hierarchy do not exist. Under Substitute values with you can specify what to show as substitution for non-existent KPI values.

Results

The KPI is added to the KPI chart.

Tip: Select the check box Start each KPI on a new row to be able to better distinguish the individual KPIs from each other and to make the whole visualization clearer. In the visualization properties panel, you must click

and select Separate KPIs.