KPI Charts

KPI charts are based on two metrics: a primary metric and a comparison metric. They allow you to visualize the results of comparing the metrics and show positive or negative dynamics.

Configure Settings for a Specific KPI Chart

To change the settings for a specific KPI chart:

1. Edit the KPI chart you want to modify.
2. If you are editing the visual in a dashboard, select Settings from the visual drop-down menu. The sidebar menu for the visual appears.
   If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.
3. Select on the sidebar menu. The KPI Chart Settings sidebar for the visual appears. 
   
4. Alter the settings as needed:

General

Setting	Description
Display Null as Zero	Enable Display Null as Zero to show null values as zeros.

Comparison Mode

Setting	Description
Show Comparison	Enable Show Comparison to show comparison data.
Show Variance	Enable Show Variance to see variance data.
Show Arrow Indicators	Enable Show Arrow Indicator to show up and down arrows that indicate whether the change is positive or negative.
Comparison Format	If the Show Comparison option is enabled, select an option to show variance data as raw data or as percentages. Select Value to see raw data differences; select Percentage to see percentages.

Labels

Setting	Description
Metric Label	The label of the metric used for this visual and aggregation function in parentheses.
Comparison Metric Label	The label of the comparison metric used for this visual and aggregation function in parentheses.
VS Label	The label of the metric vs comparison metric used for this visual and aggregations function in parentheses.

Position

Select options for vertical and horizontal positioning of the data for this visual within the widget as needed.

5. Optionally, edit the number format for this visual. See Configure Number Formatting for Visuals.

6. Select the Save icon () to save the visual and dashboard of the visual with its updated settings.

Configure Colours for a Specific KPI Chart

To change the settings for a specific KPI chart:

Define the look and feel of your KPI using the Colour sidebar to define a Colour Palette and Colour Rules.

You can apply a colour palette to the Colour Metric of the visual, and colour rules to one or more parts of the visual. Optionally, add conditions to colour rules to change the appearance of your visual when specific conditions are met.

Rules are applied in the order they are listed in the Colour Rules work area. If two rules are applied to the same Target, the first rule is applied and may be overwritten by the second rule. Select and drag a rule to reorder as needed.

To specify a Colour Palette for the Colour Metric:

1. Edit the visual you want to modify.
2. If you are editing the visual in a dashboard, select Settings from the drop-down menu. The sidebar menu for the visual appears. If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.
   Select on the sidebar menu. The Colour sidebar for the visual appears.
   
   
   
3. Select the colour rule for the Colour Metric. In this example, the top rule, Volume Metric, which displays the gradient colour indicator. The Colour Metric work area opens.
   
   
   
4. Configure the colour settings as described below.

Setting	Description
Colour Metric	Select to open the Choose a Field work area. Select a field to use as the Colour Metric for this visual, then select Continue to return to the Colour Metric work area. The metric you select affects the segment colour in the visual. You can also define the default aggregation function used for the metric values: SUM, AVG, MAX, MIN, or (for some data sources) LAST VALUE.
Select Where To Apply Formatting	Select an element of the visual to use the colour palette. Target options include Background, Metric, Label text, Comparison data, Up arrow colour, or Down arrow colour.
Formatting	Change or define the Colour Palette, enable or disable Inherit from Theme, Reset Palette, define a Colour Mode, Threshold Mode, and Number of Colours available in Colour Rules.
Inherit from Theme	If Inherit from Theme is selected, the colour palette is determined by the theme selected for the Composer UI. To override the palette selected by the theme, clear the Inherit from Theme checkbox. You can then either: Select a different colour palette from predefined colour palettes Change the colours defined in the next work area, Colour Rules
Reset Palette	Select to reset the colour palette if you've made changes to any individual colours in the next work area, Colour Rules.
Colour Mode	Select Distinct Colours or Gradient to identify the way colours are used on the screen. Either specific distinct colours will be used or a gradient of colours will be used.
Threshold Mode	If you selected the Gradient colour mode, this setting cannot be changed. If you selected the Distinct Colours colour mode, select either Auto or Manual from the drop-down list. The auto will automatically assign thresholds and colours for the visual. Manual allows you to change the thresholds and colours used on the visual.
Number of Colours	Select the number of colours to use in the next work area, Colour Rules.
Colour Rules	These Colour Rules allow you to change the colours for each colour used for the visual. In addition, if you specified a manual threshold mode, you can select the thresholds used for colour settings in the visual.

5. Select Apply to apply your changes to the visual.

If you delete the Colour Metric Rule, create a new one by selecting Add Palette.

To specify the colour rules and conditional formatting for a specific KPI chart using the Colour sidebar:

1. Edit the visual you want to modify.
2. If you are editing the visual in a dashboard, select Settings from the drop-down menu. The sidebar menu for the visual appears. If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.
   Select on the sidebar menu. The Colour sidebar for the visual appears.
   
   
   
3. Select Add Rule to add a new colour rule or select a Colour Rule to edit. The Colour Rule work area opens.
   

Select to delete a colour rule or formatting definition.

4. Configure the colour settings as described below. If a target is not assigned a rule, its colour settings are inherited from the Damstra Insights theme, regardless of other settings.

Setting		Description
Select When to Apply Formatting		If Always apply this rule is disabled, you can select the add icon () to define the conditions to apply your formatting for the selected Target.
Always apply this rule		Enable to always apply the formatting to the selected Target. Disable to define conditions for applying this rule.
Select Where To Apply Formatting		Select an element of the visual to use the colour rules. Target options include: Background, Metric, Label text, Comparison data, Up arrow colour, or Down arrow colour.
Formatting		Select the add icon () to define the conditions to apply your formatting for the selected Target. If all format definitions have been defined for the target, this option is not available. The format definitions you can apply to a target vary depending on the target selected.
	Text Colour	The text colour for the selected target. Clear the Inherit from Theme checkbox to select a different colour. Select to enable the Optimize contrast option. This defines the colour as Auto, and is black or white, depending on the colour defined for the Background target.
	Background Colour	Define the background colour for the selected target. For the Metric, Label text, and Comparison data targets, this colour acts as a highlight colour behind the text or numbers. For the Background target, this defines the background colour of the visual. This colour is used to select the Auto colour for Text Colour definitions that use the Optimize contrast option.
	Text Size	Adjust the size of the selected target's text.
	Bold, Italic, Underline	Adjust the formatting of the selected target's text.

5. Select Apply to apply your changes to the visual.

Configure Conditional Formatting Rules

To change the settings for a specific KPI chart:

Select a group attribute to define the values for applying the formatting rule. Optionally, select the add icon () to add a derived field or custom metric.

Metric

Selection	Description
Operator	Select an operator to use. Options may include Between, Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Between.
Value	Define a value for Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal.

Numbers, Number Attribute Custom Metrics, Count Of

Selection	Description
Range	Displays the range for this value.
Aggregation	Select the aggregation method you want to use. Available aggregation methods may include Avg, Min, Max, Sum, Last Value, Count, and Distinct Count.
Operator	Select an operator to use. Options may include Between, Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Betweenand Not Between.
Value	Define a value for Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal.