KPI cards

In an earlier section, we covered steps to insert a KPI card using the KPI presets.

1. Adding a KPI card

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

KPI card inserted using preset

a) Hover over the header and go to edit mode by clicking on 'Edit' in the context menu.

Header & footer toolbar

b) The 'Header & footer' tab opens up as shown below. Click on the 'Settings' icon.

Settings

c) Click on 'Type' and select 'KPI'.

KPI card

d) A simple KPI card gets inserted as shown below. You can also see the KPI customization toolbar.

Simple KPI card

2. Customization options

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

Customization options

i) KPI presets

As discussed earlier, 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.

KPI presets

ii) 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, 2021 Actuals has a variance of 56.02m which is indicated by a green arrow.

Positive and negative variances in green and red

On clicking 'Invert variance', you can see that the arrow changes to red.

Positive and negative variances in red and green

iii) 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.

Setting the color

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.

Variance icons

iv) 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 for more options.

v) Ungroup KPI

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

Ungrouping cannot be undone, the KPI preset elements will remain separate once ungrouping is applied

Ungroup KPI option

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 on selecting the element.

Styling KPI card elements

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

Ungrouping KPI presets

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

Chart styling

Styling has been applied to each element.

You have successfully learnt to add KPI cards using presets and from scratch.

In the next section, we'll be covering advanced report layouts using the Report+ feature.