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Knowledge and Support - Adaptive Insights

KPI Chart Settings

Version: Discovery

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:

Example of a KPI that shows the Operating Ratio for a Month

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

Appearance Settings

DIS-appearanceSettingsTab.png Click the Appearance Settings tab in the right pane to configure the appearance for the selected chart. The appearance settings available differ based on the chart type. 

General

Name

The chart title.

Character Limit: 50

Layout

Settings for the layout and style of the chart.

Series Header

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.

Period 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.

Variance

Shows or hides the variance label in the chart. 

  • Toggle right: Shows the variance. If selected, you can set the Comparison Value, Variance, and Variance Percent.
  • Toggle left: Hides the variance.

Micro Chart

Shows or hides the micro chart for the KPI. 

  • Toggle right: Shows the micro chart. If selected, you can set the Micro Chart layout and format.
  • Toggle left: Hides the micro chart.

Data Settings

Click the Data Settings tab in the right pane to configure settings for account data. The Data settings that are available will differ based on the chart type. 

Accounts

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.

Account

Each account associated with a chart has its own settings. Click the arrow to expand the settings for the specific account.

Example of the Account Options from the Data Settings tab

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.

Name

The name of the account as it will display on the chart.

Character limit: 50 characters

Filter

Narrows the focus of the analysis by filtering the account data. For example, if you are a regional sales executive, filter by sales region and isolate data related only to your sales region. Click the arrow next to the filter value to change or select a new a filter. Click Back or select a filter to return to the Account setting.

Display Units

Sets the unit format to display on chart axes.

Possible Values:

  • 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.

Possible Values:

  • -123,456,789.12: Use a negative sign to indicate a negative value.
  • (123,.456,789.12): Enclose negative value in parentheses.

Time Settings

DIS-timeSettingsTab.png Click the Time Settings tab in the right pane to configure data settings for the selected chart.

General Section

Granularity

Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year

Span

Choose how to calculate the value based on time.  

Possible Values:

  • Range: When selected, specify the Span Type and From – To periods.
  • Single Period: When selected, specify the Date Range, Span Type, and Period.

Data Range

For Single Period time span, indicates the time over which to calculate the value.

Possible values:

  • Total Period: Includes all the dates in a period.
  • To Date: Includes all dates up to a specific date.

Span Type

Sets the span type for the period:

  • 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

Sets the time for specific period, such as month, quarter, or year. 

Relative Period 

 Sets time relative to the current period based on granularity (month, quarter year, year), where a 0 offset is the current period. Specify an offset, such as -1 to offset the period. 

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