Inforiver
Analytics+
Analytics+
  • Introduction to Analytics+
    • Installing Analytics+
      • Install for yourself
      • Installing from AppSource
      • Installing for your organization
    • Licensing and manual renewal
  • Working with Analytics+
    • 1. Navigating the Analytics+ toolbar
      • Chart toolbar
      • Card toolbar
      • Table toolbar
    • 2. Data Management
      • Advanced pivot
      • Adding calculated measures
    • 3. Charts
      • 3.1. Charts - getting started
      • 3.2. Quick options - charts
        • X-axis customizations
        • Y-axis customizations
      • 3.3. Configure measures for charts
      • 3.4. Configure dimensions for charts
      • 3.5. Chart discoverability
      • 3.6. Data label customizations
      • 3.7. Deviation
      • 3.8. Display settings for charts
        • Charts - canvas settings
        • Charts - axis settings
        • Charts - number settings
        • Charts - legend settings
        • Charts - other settings
          • Charts - tooltip settings
    • 5. Cards
      • 5.1. Cards - getting started
      • 5.2. Quick options-cards
        • KPI customizations
        • Chart customizations
      • 5.3. Configure measures for cards
      • 5.4. Configure dimensions for cards
      • 5.5. Insight charts
      • 5.6. Variance customizations
      • 5.7. KPI containers
        • Working with Groups
        • Working with Flex components
      • 5.8. Inserting formulas & text
      • 5.9. Card customizations
      • 5.10. Display settings for cards
        • Cards - canvas settings
        • Cards - number settings
        • Cards - legend settings
        • Cards - axis settings
        • Cards - other settings
          • Cards - tooltip settings
    • 6. Tables
      • 6.1. Tables - getting started
      • 6.2. Quick options - tables
      • 6.3. Configure measures for tables
      • 6.4. Configure dimensions for tables
      • 6.5. Formatting data
      • 6.6. Number formatting
      • 6.7. Inline charts
      • 6.8. Blend measures
      • 6.9. Row gripper options
      • 6.10. Display settings for tables
        • Tables - canvas settings
        • Tables - number settings
        • Tables - other settings
          • Tables - tooltip settings
    • 7. Trellis customizations
      • Charts trellis layout
      • Cards trellis layout
      • Tables trellis layout
    • 8. Customize measures
      • Charts measure series
      • Cards measure series
      • Tables measure series
    • 9. Splitting and grouping measures
      • Splitting and grouping: charts
      • Splitting and grouping: cards
      • Splitting and grouping: tables
    • 10. Conditional formatting
      • One-click rules
        • One click rules for charts
        • One click rules for cards
        • One click rules for tables
      • Configuring rules
        • Configuring rules for charts
        • Configuring rules for cards
        • Configuring rules for tables
        • Variable conditional formatting rules
        • Applying conditional formatting rules
      • Setting color scales
      • Managing rules
    • 11. Sort & Reorder data
      • Sorting data
      • Advanced sorting
      • Reordering data
    • 12. Ranking data - TopN
      • Ranking for charts
      • Ranking for cards
      • Ranking for tables
      • Dynamic ranking with numeric parameters
    • 13. Adding notes
      • Notes for charts
      • Notes for tables
    • 14. Data selection
    • 15. Working with hierarchies
      • Hierarchies in charts
      • Hierarchies in cards
      • Hierarchies in tables
      • Unbalanced hierarchies
      • Single child hierarchies
    • 16. Summary tables
    • 17. Backup and restore
    • 18. Context awareness
    • 19. Image support
      • Images in cards
      • Images in tables
    • 20. Analytics
      • Reference line
      • Reference band
      • Error bar
      • Trend line
      • Additional series
    • 21. Keyboard shortcuts
    • 22. Reading view access
    • 23. Row aggregation
  • Storyboard
    • Element customizations
    • Board customizations
    • Working with textboxes
    • Uploading images
    • Using shapes
    • Inserting slicers
    • Element interactions
    • Layers
    • Navigation
      • Play axis
    • Annotations
  • Gantt chart
    • Gantt: Canvas settings
      • Gantt: General settings
      • Gantt: Column settings
      • Gantt: Grid settings
      • Gantt: Timeline settings
    • Gantt milestones
    • Gantt: Data label settings
    • Gantt: Conditional formatting
    • Gantt: Web URLs
    • Gantt resource
    • Gantt: Zoom levels
  • Quick charts
    • Waterfall charts
    • Marimekko
    • Column/Bar charts
    • Bullet charts
    • Area charts
    • Line charts
    • Pie charts
    • Treemap charts
    • Radar/Polar charts
    • Funnel charts
    • Sunburst charts
    • Bubble charts
    • Boxplots
    • Histogram
    • Gauge
    • Storytelling charts
      • Range charts
      • Ribbon chart
      • Tornado chart
      • Slope graph
      • Parallel co-ordinates
      • Lollipop
      • Sankey charts
    • Combo charts
  • Release notes
    • Analytics+ April 2025 update - Release 4.7
    • Analytics+ March 2025 update - Release 4.6
    • Analytics+ January 2025 update - Release 4.5.
    • Analytics+ January 2025 update - Release 4.3
    • Analytics+ November 2024 update -Release 4.2
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On this page
  • 1. KPI presets
  • 2. KPI variance
  • 3. Chart type
  • 4. KPI position
  • 5. Number format
  1. Working with Analytics+
  2. 5. Cards
  3. 5.2. Quick options-cards

KPI customizations

In this section, we'll look at the options available in the KPI floating toolbar.

Previous5.2. Quick options-cardsNextChart customizations

Last updated 6 months ago

The KPI toolbar has 5 tabs that enable you to:

  • Assign presets

  • Customize the variance metric

  • Change the chart type

  • Format KPI metrics

  • Set number formatting

1. KPI presets

From the presets tab, you can choose from a range of presets including simple presets and variance presets.

2. KPI variance

i) Include icons

You can choose to display or hide the positive and negative variance icons. Enable the toggle to display the icons.

ii) Variable size icons

The size of the icons varies based on the magnitude of the variance. For bigger variance values, the icons will be larger and for smaller variance values, the icons will be correspondingly smaller.

iii) Plan var/Prior period var

You can enter custom text to be displayed as the variance identifiers.

iv) Positive/Negative

You can change the variance icons either by choosing from the built-in icons or by uploading a custom icon.

v) Variance display

You can display the actual variance or show the variance as a percentage. You can also display both.

vi) Variance border

You can display a border for the KPI metrics section based on the variance. You can set the thickness of the border and choose the variance metric that drives the border. In this case, we have chosen a bottom border with a thickness of 2px based on the variance in plan - if the variance is positive, the border will be green; if the variance is negative, the border will be red.

3. Chart type

You can seamlessly switch between a range of chart types by clicking on the chart that is best suited for your data. In this case, we have switched to a qualitative bullet chart.

4. KPI position

i) Position

You can choose where to display the KPIs with respect to the chart. In this case, we have displayed the KPIs to the left of the chart.

ii) Responsive font size

The font size of the KPI metrics is adjusted proportionally to the panel size - the size decreases if the panel size is decreased and increases when the panel size is increased.

iii) Border

You can display a border outlining each card and set the position (top/bottom/left/right/all sides), thickness, corner radius, and border color.

iv) Shadow

You can enable or disable the shadow and set the position and color as well.

5. Number format

i) Scaling

Inforiver automatically assigns the scaling factor based on your data. You can override the default scaling and set the scaling factor from the dropdown menu.

ii) Decimal

Set the precision for the KPI metrics i.e., the number of digits to display after the decimal point.

iii) Prefix/Suffix

You can add a prefix or suffix to the KPI. In this case, we have added a $ prefix as the KPI is the sales in dollars for a particular region.

KPI toolbar
Changing the preset from the floating menu
Include icons
Icon size changed based on magnitude of variance
Custom variance names
Changing the variance icon
Actual and percentage variance
Variance border
Changing the chart type
KPI position
KPI font size responsive to panel size
Enable card border
Border
Scaling factor set to thousands
Decimal places
Prefix and suffix