A Key Performance Indicator (KPI) visualization can help you convey the current performance of your organization at a glance.
Before you begin, you must enroll in the Reporting Canvas beta. For more information, see Reporting Canvas beta: overview.
All of your changes are saved automatically as you build and edit the blocks in your report.
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.
Click the Edit visualization icon in the upper-right corner of the visualization, then do any of the following.
On the Settings tab:
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.|
Indicate how you want the values summarized:
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.|
Click anywhere outside of the visualization settings menu to close it.