A KPI (key performance indicator) visualizes a metric in way that helps you understand how your business is doing relative to set goals.
The following is an example of a KPI that shows the Operating Ratio for February:
Each callout represents a KPI setting that you can show, hide, or change:
1 Name of chart, 2 Series Header, 3 Period Header, 4 Variance, 5 Micro Chart
Click the Appearance Settings tab in the right panel to change the appearance for the selected chart. The appearance settings that are available will differ based on the chart type.
The chart title.
Character Limit: 50
Expand the Layout section to format the layout and style of the chart.
Shows or hides account name as the series header. You may want to hide the series header if the heading is the same as the name of chart (as defined in the Appearance Settings).
- Toggle right: Shows the series header.
- Toggle left: Hides the series header.
Shows or hides the period header in the chart. Note that the period is always displayed from the time selector at the bottom of the chart.
- Toggle right: Shows the period header.
- Toggle left: Hides the period header.
Shows or hides the variance label in the chart.
- On: Shows the variance. If selected, you can set the Comparison Value, Variance, and Variance Percent.
- Off: Hides the variance.
Shows or hides the micro chart.
- On: Shows the micro chart. If selected, you can set the Micro Chart layout and format.
- Off: Hides the micro chart.
The account value from a baseline (or benchmark) version. Defines the reference value to compare against the account value from another version. For example, the reference value from the Working Budget version compared to the value from the Actuals version.
Specifies the version from which to base the comparison. Click the arrow to choose another version.
Defines the scope for the value that is compared to the reference value. For example, comparing Planned Revenue to Actuals.
The account value from a second version that compares the reference value of the baseline version. Click the arrow to choose another version.
Determines how to align time when comparing data from different periods. See Time Alignment Options and Settings table.
Sets the period of time to evaluate, such as month, quarter, or year.
Default: From Period Selector
Choose Total Period or To Date.
Specifies how to calculate the variance. This setting is available when Display is Variance or Variance Expression.
- Reference Value - Comparison Value
- Comparison Value - Reference Value
- Comparison Value
Defines the font type and color for this setting.
Variance Percent Expression
Specifies how to calculate the variance percent. This setting is available when Display is Variance Percent.
- Variance Divide By Reference
- Reference Divide By Comparison
- Comparison Divide By Reference
Defines the font type and color for this setting.
Settings to configure the micro charts.
Settings to define conditional formatting rules. Rule expressions can only reference data series in the chart.
Add a Rule
Click to create a new conditional formatting rule. The Conditional Formatting dialog displays. Provide the following to create the rule:
- Description: A brief description of the rule.
- Expression: A rule for that evaluates to true or false. If true, the condition is met and the data is conditional formatted in the color specified. Click for syntax rules and list of operators.
- Color: Choose a color to format data that meets the condition.
- Series: Choose the data series to apply the rule to.
Reorder, Edit, or Delete a Rule
You can reorder, edit or delete rules in chart. To edit or delete, hover your mouse over and choose Edit or Delete. To reorder rules, drag the rule to the new location using the handler.
Click the Data Settings tab in the right panel to configure settings for account data. The Data settings that are available will differ based on the chart type.
Expand the Accounts menu to view, change, delete or add accounts to the chart. To configure the data displayed for each account, expand the listed account.
Each account associated with a chart has its own settings. Click the arrow to expand the settings for the specific account.
If you have a series of accounts in your chart, you can reorder them. Click the Handler icon to drag the account to the new location. Click X to remove the account from the chart.
The name of the account as it will display on the chart.
Character limit: 50 characters
Narrows the focus of the analysis by filtering the account data by dimensions or dimension members. See Chart Filters for more information.
Click the arrow next to the filter value to change or select a filter.
You can search or browse for a dimension. Type a keyword and click to search. Use the Dimension tab or Search tab to browse results. A numbered set of links appears at the bottom of the search results if more than one page of results is returned. Click the link to go to the search results page.
Choose each dimension or dimension member to include in the filter. You can choose more than one dimension and dimension members for the filter. Click Back to return to the Account setting.
Sets the unit format to display on chart axes.
- Follow Account: Uses the display units set from the account.
- #,000,000 (#,##0.#): Displays as millions with one decimal.
- # (#,##0): Displays as thousands with no decimals.
- #,000 (#,##0.#): Displays as thousands with one decimal.
Negative Number Format
Sets the format for displaying negative numbers on the chart.
- -123,456,789.12: Use a negative sign to indicate a negative value.
- (123,.456,789.12): Enclose negative value in parentheses.
Click the Time Settings tab in the right pane to configure data settings for the selected chart.
Sets the time scale for the data set.
Pin - Unpin Time
Pin (blue) to set a fixed time period. The period of time for pinned charts is based on the selected time stratum. For example if you have selected month as the time stratum, you can choose periods based on month-year. For quarter, you can choose periods based on quarter. For year, you can choose periods based on the year.
For Single Period spans, set a specific date, such as May 2017. For Range spans, select the start and end dates, such as May 2017 to June 2017.
Unpin (grey) to set relative time to the reference period. You choose the reference period from the perspective toolbar. Relative time is based on the selected stratum. Choose:
- Current: Matches the current reference date.
- Backwards: Adjusts backward by the number you enter.
- Forwards: Adjusts forward by the number you enter.
For Single Period spans, set the relativity for the chart. For Range spans, set the relativity for the start and end of the range.