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Adaptive Insights LLC.

Add Basic KPIs and Column Charts to a Dashboard

Explains how to create a basic dashboard and charts. Includes how to set up a dashboard with KPI charts and multi-series column charts.

Charts can provide insight into your business. Well-crafted charts can give you and your target audience a visual representation of data. Charts can help you:

  • Pick out exceptional results for a given period or sales region.
  • Draw attention to anomalies or extreme dips in sales of a particular product.

Create charts on a dashboard to tell a visual story about the state of your business. This article explains how to create a basic KPI and 2-data series column chart for product revenue and service revenue. After completing these steps, your Sales Results dashboard will look like:

Basic Dashboard and Charts

You must be in edit mode to add a chart to a dashboard in perspective. As you create and edit the chart, changes are shown immediately –  letting you adjust the appearance, data, and time setting as you go.

Before You Begin

You will need:

  • Required Permission: Access Dashboards.
  • Edit access to a private or shared perspective

This example focuses on creating basic charts and assumes that the perspective and dashboard were previously created. This example visualizes data using Working Budget as the default version and Actuals as the override version. This example uses the following GL accounts and sub-accounts:

  • Product Revenue
    • Revenue - Laptops
    • Revenue - Tablets
  • Service Revenue
    • Revenue - Existing Contracts
    • Revenue - New Contracts

Your accounts may be different than the ones illustrated in this example.

Create KPIs

Your first KPI shows the variance between planned product revenue for Q3 compared to actuals. A micro chart visually represents the quarterly trend. After completing these steps, the chart will look like:

Example KPI Chart

See KPI Chart Settings for descriptions of Appearance, Data, and Time settings.

Create a Basic KPI

You will create a KPI for product revenue that represents three months in Q3. 

Start Creating the Chart

Pick your chart type and add an account as the data series.

  1. Open the perspective and navigate to the dashboard.
    Example: Navigate to the Executive Summary perspective and open the Sales Results dashboard.

  2. Click Edit Mode Icon.

  3. On the left panel, click Chart Tab to view the list of charts.

  4. Drag and drop the KPI icon KPI Chart Icon to the design area. You will see a KPI template that is ready for editing:

kpicharttemplate.png

  1. Add an account. Click the Account Tab to view a list of accounts. Click the Accounts tab and navigate to GL Accounts.

kpi-chooseAccount.png

  1. Drag and drop the Product Revenue account to the chart.
  2. Drag a corner handle to resize the chart.

Change the Appearance

You can edit the appearance and change the overall format and style of the chart.

  1. From the right panel, click Appearance Settings Tab  and change the name of the KPI to Product Revenue.

  2. Change the Layout by removing any unnecessary information. Hide the Version Header.

  3. Keep the defaults for the Reference Value, Comparison Value, Variance, and Variance Percentage.

  4. Format the Micro Chart. Change the Period to Quarter and Breakdown Period Level to Month. These settings let you to see the 3-month trend for the quarter. Keep the defaults for Time Alignment, Date Range, and Accumulate.

Conditional formatting is not required for this walkthrough.

Change Data Settings

  1. Click Data Settings Tab to edit the data settings on the account. Change Display Units to $(#,##0).

  2. Keep all other defaults.

Change Time Defaults

  1. Click Time Settings Tab  to edit the time settings and change the Stratum to Quarter.

  2. Click the Pin icon Disc-pinnedIcon.pngto unpin this chart and keep the period Current. The pin icon changes to disc-unpinnedIcon.png.

Unpinning makes time relative to the perspective time. Data visualized will change with new quarters. 

Duplicate and Change KPI Settings

Duplicate a chart when you want to reuse an existing chart and replace only a few of the settings, such replace the data series. You can edit a duplicated chart without changing the original chart.  After completing these steps, the dashboard will look like:

Dashboard After Adding Service KPI.png

Create a copy of the Product Revenue KPI and change the copy to visualize data for Service Revenue.

  1. Hover your mouse over the KPI, click the More icon moreIcon.png and choose Duplicate to create a copy the chart with a default name: Product Revenue - Copy.

  2. Click Appearance Settings Tab to edit the appearance settings and rename the duplicated KPI: Service Revenue.

  3. Change the KPI colors:

    • Reference Value Font

    • Variance Font

    • Variance Percent Font

    • Micro Chart Color

No other appearance changes are required.

  1. Click Data Settings Tab to edit the data settings. Choose another revenue account: Service Revenue.

Click Arrow from Account and Choose Another Account

No other data changes are required. No time setting changes are required for this step.

Create Column Charts

These steps explain how to add a multi-series column chart to your dashboard. This chart shows actual revenue for two products for a three month period. After completing these steps, you will have a chart that looks like:

Column Chart with Two Data Series

To create a version-based comparison, add the same account multiple times to a chart and change the version on each account from Data settings tab. See Create a Period-over-period Chart.

See Bar and Column Chart Settings for descriptions of Appearance, Data, and Time settings.

Create a Column Chart  for Product Revenue 

  1. From the left panel, click Chart Tab to view the list of charts. Drag Column Chart Icon to the design area to create column chart.

  2. Click Account tab to view a list of accounts. Expand GL > Revenue and drag Product Revenue - Laptops to the chart. This account represents the first in a data series of two.

  3. From the right panel, click Appearance Settings Icon to edit the appearance settings:

    1. Change the name of the chart to Sales by Product.

    2. Keep the default for settings in the Data Labels, Axis, and Legend sections. Conditional Formatting is not required.

  4. Click Data Settings Icon to edit the data settings of the account:

    1. Change the Version. Click the arrow DISC-arrow-right.png to expose a list of available versions and choose Actuals.

    2. No other changes are required for this step. 

  5. Click Time Settings Tab to edit the time settings. Change:

    1. Change Stratum to Month.

    2. Change Span to Range.

    3. Click Pin Iconto unpin time. Change the relative period to Backward 1 month and Forward 1 month. This will display data for three months:  previous, current month, and next month.

Add the Second Data Series

Add a second data series to the chart.

  1. Click Account tab to view a list of accounts. Expand GL > Revenue and drag Product Revenue - Tablets to the chart. This account represents the second in a data series of two.

  2. Click Data Settings Icon to edit the data settings of the account. Click the arrow to expand the data settings for the second data series:

dataSetting-SecondDataSeries.png

  1. Change the Version to Actuals.

  2. Change the color.

  3. No other changes are required for this step. 

  1. Click Time Settings Tab to edit the time settings. Change:
    1. Change Stratum to Month.

    2. Change Span to Range.

    3. Click Pin Iconto unpin time. Change the relative period to Backward 1 month and Forward 1 month.

Duplicate and Set up a Column Chart for Service Revenue

Create a copy the Sales by Product column chart to create a chart service revenue. After completing these steps, you will have a chart that looks like:

ColumnChart-service2DataSeries.png

  1. Hover your mouse over the column chart, click More Icon and choose Duplicate to create a copy the chart with a default tab name: Sales by Product - Copy.
  2. Click Appearance Settings Tab to edit the appearance setting. Rename the duplicated chart to Sales by Services.

  3. Click Data Settings Icon to edit the data settings and replace the product revenue accounts with service revenue accounts:
    1. Expand the first account: Revenue - Laptop. Expand and open the Account list.
    2. Navigate to and expand the Services Revenue account and choose Services Revenue - Existing Contracts.
    3. Change the color.
    4. No other changes are required for this account setting.
  4. Replace the second data series with Services Revenue - New Contracts. Change 
    1. Change the color.
    2. No other changes are required for this account setting. 
    3. No time setting changes are required.

This completes this walkthrough.

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