4.8. Inserting formulas & text

With Analytics+, you can add context and background details to your KPI metrics by inserting text and calculated values. Let's see how!

STEP 1: You can insert a text element by choosing the Text option from the Type dropdown menu or clicking theicon in the container.

Inserting a text element

STEP 2: Double-click and key in the text. Use the rich text editor to format and style your data.

Inserting text

STEP 3: You can insert references and calculated metrics as well. Click theicon to open the formula editor.

Inserting calculated values and references

STEP 4: Select the Add title option to insert references i.e. the measure name, measure and variance values or panel names. You can also insert the measure/variance/average/total for a particular axis category as shown.

Use the # symbol to open the reference dropdown menu.

Reference measure, category, variance names and values

STEP 5: Perform calculations with the Add formula option. In the formula bar, you can refer to measure/variance values.

  • Click theicon to open the number formatting menu. You can set the scaling, precision, prefix/suffix etc.

  • Click theicon if the result of your calculation should be converted into a percentage.

Calculated KPI metrics

STEP 6: Hover over a text container (without selecting it) and click theicon to open the Edit KPI side pane. You will have additional formatting options like bullets and numbering, horizontal/vertical alignment, background color and highlighting. You can also insert links by selecting the text and clicking theicon.

Bullets and numbering
Highlighting, background and font color
Inserting links

You can use formulas like average or total and group formulas like first, last, next, and previous.

KPI Functions

The images below show the first/last values are fetched.

First
Last

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