(v24) KPI Charts

KPI Charts

This applies to: Visual Data Discovery

KPI charts are based on two metrics: a primary metric and a comparison metric. They allow you to visualize the results of comparing the metrics and show positive or negative dynamics. KPI charts are supported by all Symphony data connectors.

This topic describes:

• Configure Settings for a Specific KPI Chart
• Configure Colors for a Specific KPI Chart
• KPI Charts

Configure Settings for a Specific KPI Chart

Change the settings for a specific KPI chart

1. Edit the KPI chart you want to modify. See Edit Visuals.

2. If you are editing the visual in a dashboard, select Settings from the visual drop-down menu. The sidebar menu for the visual appears.

   If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.

3. Select on the sidebar menu. The KPI Chart Settings sidebar for the visual appears.

   

4. Alter the settings as needed:

   General

   Setting	Description
   Display Null as Zero	Enable Display Null as Zero to show null values as zeros.

   Comparison Mode

   Setting	Description
   Show Comparison	Enable Show Comparison to show comparison data.
   Show Variance	Enable Show Variance to see variance data.
   Show Arrow Indicators	Enable Show Arrow Indicator to show up and down arrows that indicate whether the change is positive or negative.
   Show Comparison	Enable Show Comparison to show comparison data.
   Comparison Format	If the Show Comparison option is enabled, select an option to show variance data as raw data or as percentages. Select Value to see raw data differences; select Percentage to see percentages.

Labels

Setting	Description
Metric Label	The label of the metric used for this visual and aggregation function in parentheses.
Comparison Metric Label	The label of the comparison metric used for this visual and aggregation function in parentheses.
VS Label	The label of the metric vs comparison metric used for this visual and aggregations function in parentheses.

Position

Select options for vertical and horizontal positioning of the data for this visual within the widget as needed.

5. Optionally, edit the number format for this visual. See Configure Number Formatting for Visuals.

6. Select the Save icon () to save the visual and dashboard or the visual with its updated settings.

Configure Colors for a Specific KPI Chart

Define the look and feel of your KPI using the Color sidebar to define a Color Palette and Color Rules.

You can apply a color palette to the Color Metric of the visual, and color rules to one or more parts of the visual. Optionally, add conditions to color rules to change the appearance of your visual when specific conditions are met.

Rules are applied in the order they are listed in the Color Rules work area. If two rules are applied to the same Target, the first rule is applied, and may be overwritten by the second rule. Select and drag a rule to reorder as needed.

Specify a Color Palette for the Color Metric

1. Edit the visual you want to modify. See Edit Visuals.

2. If you are editing the visual in a dashboard, select Settings from the drop-down menu. The sidebar menu for the visual appears. If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.

   Select on the sidebar menu. The Color sidebar for the visual appears.

   

3. Select the color rule for the Color Metric. In this example, the top rule, Volume Metric, which displays the gradient color indicator. The Color Metric work area opens.

   

4. Configure the color settings as described below. Supported color specifications are described in Specify Colors.

   Setting	Description
   Color Metric	Select to open the Choose a Field work area. Select a field to use as the Color Metric for this visual, then select Continue to return to the Color Metric work area. The metric you select affects the segment color in the visual. You can also define the default aggregation function used for the metric values: SUM, AVG, MAX, MIN, or (for some data sources) LAST VALUE. See Metric Aggregation Functions.
   Select Where To Apply Formatting	Select an element of the visual to use the color palette. Target options include: Background, Metric, Label text, Comparison data, Up arrow color, or Down arrow color.
   Formatting	Change or define the Color Palette, enable or disable Inherit from Theme, Reset Palette, define a Color Mode, Threshold Mode, and Number of Colors available in Color Rules.
   Inherit from Theme	If Inherit from Theme is selected, the color palette is determined by the theme selected for the Symphony UI. To override the palette selected by the theme, clear the Inherit from Theme checkbox. You can then either: Select a different color palette from predefined color palettes Change the colors defined in the next work area, Color Rules
   Reset Palette	Select to reset the color palette if you've made changes to any individual colors in the next work area, Color Rules.
   Color Mode	Select Distinct Colors or Gradient to identify the way colors are used on the screen. Either specific distinct colors will be used or a gradient of colors will be used.
   Threshold Mode	If you selected the Gradient color mode, this setting cannot be changed. If you selected the Distinct Colors color mode, select either Auto or Manual from the drop-down list. Auto will automatically assign thresholds and colors for the visual. Manual allows you to change the thresholds and colors used on the visual.
   Number of Colors	Select the number of colors to use in the next work area, Color Rules.
   Color Rules	These Color Rules allow you to change the colors for each color used for the visual. In addition, if you specified a Manual threshold mode, you can select the thresholds used for color settings in the visual. See KPI Charts.

5. Select Apply to apply your changes to the visual.

   Note: If you delete the Color Metric rule, create a new one by selecting Add Palette.

Specify the color rules and conditional formatting for a specific KPI chart using the Color sidebar

1. Edit the visual you want to modify. See Edit Visuals.

2. If you are editing the visual in a dashboard, select Settings from the drop-down menu. The sidebar menu for the visual appears. If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.

   Select on the sidebar menu. The Color sidebar for the visual appears.

   

3. Select Add Rule to add a new color rule, or select a Color Rule to edit. The Color Rule work area opens.

   

   Note: Select to delete a color rule or formatting definition.

4. Configure the color settings as described below. If a target is not assigned a rule, its color settings are inherited from the Symphony theme, regardless of other settings. Supported color specifications are described in Specify Colors.

   Setting		Description
   Select When to Apply Formatting		If Always apply this rule is disabled, you can select the add icon () to define the conditions to apply your formatting for the selected Target. See Configure Conditional Formatting Rules.
   Always apply this rule		Enable to always apply the formatting to the selected Target.  Disable to define conditions for applying this rule.
   Select Where To Apply Formatting		Select an element of the visual to use the color rules. Target options include: Background, Metric, Label text, Comparison data, Up arrow color, or Down arrow color.
   Formatting		Select the add icon () to define the conditions to apply your formatting for the selected Target. If all format definitions have been defined for the target, this option is not available. The format definitions you can apply to a target vary depending on the target selected.
   	Text Color	The text color for the selected target. Clear the Inherit from Theme checkbox to select a different color. Select to enable the Optimize contrast option. This defines the color as Auto, and is black or white, depending on the color defined for the Background target.
   	Background Color	Define the background color for the selected target. For the Metric, Label text, and Comparison data targets, this color acts as a highlight color behind the text or numbers. For the Background target, this defines the background color of the visual. This color is used to select the Auto color for Text Color definitions that use the Optimize contrast option.
   	Text Size	Adjust the size of the selected target's text.
   	Bold, Italic, Underline	Adjust the formatting of the selected target's text.

5. Select Apply to apply your changes to the visual.

Configure Conditional Formatting Rules

Select a group attribute to define the values for applying the formatting rule. Optionally, select the add icon () to add a derived field or custom metric.

Metric

Selection	Description
Operator	Select an operator to use. Options may include Between, Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Between.
Value	Define a value for Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal.

Numbers, Number Attribute Custom Metrics, Count Of

Selection	Description
Range	Displays the range for this value.
Aggregation	Select the aggregation method you want to use. Available aggregation methods may include Avg, Min, Max, Sum, Last Value, Count, and Distinct Count. For information about aggregation methods, see Metric Aggregation Functions.
Operator	Select an operator to use. Options may include Between, Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Betweenand Not Between.
Value	Define a value for Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal.