# KPI cards

In an earlier section, we covered steps to insert a [KPI card](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/header-and-footer/pages/MI4k5Ni0TyydjKbnRDdZ#7.-kpi-cards) using the KPI presets.&#x20;

## 1. Adding a KPI card

The following KPI card was created earlier. Let's now create another KPI card from scratch.&#x20;

<figure><img src="/files/ns9S0mJ0xJOSvZThFfce" alt=""><figcaption><p>KPI card inserted using preset</p></figcaption></figure>

**STEP 1:** Hover over the header and go to edit mode by clicking the **Edit** option in the context menu.

<figure><img src="/files/i4JBguyTLBZCP4KgikkN" alt=""><figcaption><p>Editing the header</p></figcaption></figure>

**STEP 2:** The **Header & Footer** tab is enabled. Let's remove the default header and choose KPI from the **Type** dropdown.

<figure><img src="/files/G1RRQACwCAFRTvxEnUYf" alt=""><figcaption><p>KPI header</p></figcaption></figure>

**STEP 3:** You will be prompted on whether to replace the container or insert another container. For now, let's replace the container.

<figure><img src="/files/FlBIx16tyegs8AzVLFNx" alt=""><figcaption><p>Inserting a KPI container</p></figcaption></figure>

**STEP 4**: A simple KPI card gets inserted as shown below. You can also choose from a range of built-in KPI presets. Inforiver provides simple, variance, and combo KPI presets.

<figure><img src="/files/d8RPbuJJTdSoN4jEW8C4" alt=""><figcaption><p>Inserting a KPI card and using presets</p></figcaption></figure>

## 2. Customization options

There are a number of customization options available in the toolbar once a KPI card is inserted.

### 2.1. KPI presets

As discussed [earlier](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/header-and-footer/pages/MI4k5Ni0TyydjKbnRDdZ#7.-kpi-cards), there are a number of KPI presets - Simple, Variance, and Combo that can be used to quickly create KPI cards. These KPI cards can be further customized using the below options.

<figure><img src="/files/1jApgjdWWsS5g7wDNeCq" alt=""><figcaption><p>Variance presets</p></figcaption></figure>

### 2.2. Invert variance

In cases where positive variance has a negative impact, you can invert the sign using the **Invert variance** option. In the below image, 2023 Actuals has a variance of 5.09% which is indicated by a green arrow. On clicking Invert variance, you can see that the arrow changes to red and the 2024 Plan variance turns green.

<div><figure><img src="/files/L5rCxhounHBxkR5uMAKd" alt=""><figcaption><p>Invert variance option</p></figcaption></figure> <figure><img src="/files/SExrydDrR3Wsz92y12ub" alt=""><figcaption><p>Variance inverted</p></figcaption></figure></div>

### 2.3. Appearance

The appearance and styling of KPI cards can be customized by clicking on the Appearance button in the Customize ribbon.

a) Color - The colors for positive and negative values can be chosen using a color picker.

<figure><img src="/files/IxZ9rPISD4FhGvTa8bVj" alt=""><figcaption><p>Setting the color</p></figcaption></figure>

b) By default, the up/down arrows are used as variance icons . These can be customized as shown below. You can also upload custom icons if required.

<figure><img src="/files/OzyTOYHVuV5xc3T71jZI" alt=""><figcaption><p>Variance icons</p></figcaption></figure>

### 2.4. Data selection

By default, the grand total value of the first measure is shown in the KPI card, this can be easily customized. Refer to the [data selection section](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/header-and-footer/pages/x1QXS0sD7feEwvXZjmc5#2.-data-selection) for more options.&#x20;

<figure><img src="/files/bM9aowGBFbz0B7hT21m7" alt=""><figcaption></figcaption></figure>

### 2.5. Ungroup KPI

KPI presets can be further customized using this feature. From the header cell settings, select the ungroup KPI option.

{% hint style="warning" %}
Ungrouping cannot be undone, the KPI preset elements will remain separate once ungrouping is applied
{% endhint %}

<figure><img src="/files/b66Am3sOJdzFucZK40Io" alt=""><figcaption><p>Ungroup KPI option</p></figcaption></figure>

We can now select each element in the KPI preset and apply a custom style from the floating toolbar. Note that the floating toolbar will appear only when selecting the element.

<figure><img src="/files/tFP79CrOKTswnm0ptdR4" alt=""><figcaption><p>Styling KPI card elements</p></figcaption></figure>

Notice how the font and color have been updated for each element in the KPI card.

<figure><img src="/files/Oe5PzYpg54bhOVTr3j12" alt=""><figcaption><p>Ungrouping KPI presets</p></figcaption></figure>

The toolbar for customizing charts is loaded when the chart element is selected.

<figure><img src="/files/xRH2gEI9WdsTIEhbLkJe" alt=""><figcaption><p>Chart styling</p></figcaption></figure>

Styling has been applied to each element.

<figure><img src="/files/RiKfwCLiQ3np6pfK6eHX" alt=""><figcaption></figcaption></figure>

You have successfully learned to add KPI cards using presets as well as from scratch.&#x20;

In the next section, we'll be covering advanced report layouts using the [Report+](/working-with-inforiver/8.-paginated-reporting/report-layouts-report+.md) feature.


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