Configure a KPI visualization in Reporting Canvas

Last update: 2023-09-27
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A Key Performance Indicator (KPI) visualization can help you convey the current performance of your organization at a glance.

Prerequisites

Before you begin, you must enroll in the Reporting Canvas beta. For more information, see Reporting Canvas beta: overview.

Configure a KPI visualization

TIP

All of your changes are saved automatically as you build and edit the blocks in your report.

  1. Begin by adding a visualization block with the KPI visualization type to a report, as explained in Add or edit a visualization block in Reporting Canvas.

  2. Click the Edit visualization icon in the upper-right corner of the visualization, then do any of the following.

    1. On the Settings tab:

      Visualization type

      Switch to a different type of visualization. If you do this, the subsequent options on the menu might change.

      Source field Select the data that you want represented in the visualization.
      Aggregation type

      Indicate how you want the values summarized:

      • Count: The number of values

      • Sum: The total of all values

      • Average: The average of all values

      • Minimum: Only the lowest value

      • Maximum: only the highest value

    2. On the Data tab:

      Data source (drop-down menu) Change the data source for the visualization to another table on the report canvas.
      Show Data Source Enable this option to show the source table for the visualization on the report canvas, or disable the option to hide it.
  3. Click anywhere outside of the visualization settings menu to close it.

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