The following settings are available for configuration when you create a KPI view:
Title and Description
Click the pencil icon and specify the following:
- View Title: Enter a title for the view.
- Description: Enter a description for the view.
- Keywords: Keywords are important to help other users find your view in a search. When users enter these keywords into the view search, your view is included in the search results.
Time
- Date Field: Select the date field type in the drop-down list. The date field types that are available depend on the data source for your view.
- Time Unit: Select the time unit used for grouping date values together, for example, week, month, or year.
- Time Period: Select the time period for which you want to include data.
- Show Another Year: Select an option in the drop-down list and the view shows a comparison against a previous year.
Filters
Click the pencil icon and then click Add Filter. You can configure the following options for a filter:
- Field: Select the field by which you want to filter the data. The list includes all fields available in the data source you selected for the view.
- Comparator: Specify the comparator to use for the filter.
- Filter: Specify the value for the filter.
Drilldowns
You can create drilldowns on your views to create links between them. View drilldowns link a field in your view to another view, while dashboard drilldowns link a field in your view to another dashboard. Users can click the specified field to go to the drilldown view or dashboard. Configure these options for a drilldown:
- Field: Select the target field in the drop-down list.
- Drilldown View/Dashboard: Select the target view or dashboard for your drilldown.
Headers and Footers
Click the pencil icon to open the editor and enter a header or footer for your view. Headers and footers can include links to external websites, images, and tables.
KPI options
You can configure the following settings for KPI views:
- Aggregate Type: Determines the type of aggregate value that will show in the view; average, count, maximum, or minimum values.
- Maximum Limit, Second Limit, First Limit and Minimum Limit: The limits are the values that are shown in the view. The maximum limit is the highest value, second limit the second highest value, and so on. In the example below, the maximum limit is 50, second limit is 30, first limit is 10, and minimum limit is 5.
- Suffix: Enter a value if you want to show a suffix with the numeric values in the KPI. In the below example, "CAD" is added as a suffix to show that dollar values are in Canadian dollars.
- Second to Max Color, First to Second Color, and Min to First Color: You can specify the colors to be shown in the KPI in between your specified limits. In the example below, the second to max color is orange, first to second is green, and min to first is blue.
- Fixed Target Value: Enter a value here if you want to specify a target value. In the example below, the target value is 25.
- Previous Target Value: Select a previous time period if you want to show the target value as a basis for comparison with the current time period.
Available Fields
Find fields to include in your view by entering terms in the search field or filtering by field type.
- Numeric Values: Drop fields in the Numeric Values area to be shown as numeric values in the KPI. In the Average Hourly Rate example below, the numeric field contains the Hourly Rate field.