Describes appearance, data, and time settings for KPIs.
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.
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. 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.
The following shows a multi-select filter that filters by Level: Company A and Customer: Customer 1, Customer 2, and Customer 4.
The selection panel displays the selected dimension members at the top and highlights these selections in the list. To clear the filter for:
1 A dimension and all its members from the list of selected filters, click X next to the dimension.
2 A dimension member, click the highlighted dimension member from the list.
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 panel to configure data settings for the selected chart.
Sets the time scale for the chart, such as month, quarter, or year.
Sets the span of time as absolute or relative:
- Absolute: A specific period or range of periods, such as from May 2017 to June 2017.
- Relative: A period based on an offset relative to the current date. For example, show data based on one month prior to the current date.
Period (Span: Single Period, Span Type: Absolute)
Sets the period based on the selected stratum. For example, if the stratum is month, you can choose a calendar month as the period.
Relative Period (Span: Single Period, Span Type: Relative)
The time relative to the current period based on the stratum (month, quarter, year), where a 0 offset is the current period (month, quarter, or year). Select a From and To offset when looking for values based on a relative time range.
Offset examples when span is range and today's date is June 2017, Q2:
|From - To Range||Stratum||Includes These Periods||Results In|
|-2 - 2||Month||Last 2 months up to and including 2 months into the future||5 months: from April through August|
|-2 - 0||Month||Last 2 months up to and including the current month||3 months: from April through June|
|-3 - 0||Quarter||Last 4 quarters up to and including the current quarter||4 quarters: Q3 2016 through Q2 2017|
|-3 - 0||Year||Last 4 years up to and including current year||3 years: 2014 through 2017|