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KPI Card

KPI Card widget allows you to measure trends through key performance indicators (KPIs) like value and goal. The key metrics such as revenue vs investment, target vs current value, and stocks vs demand are generally displayed in the KPI Card widget.

The visualization of the KPI card widget is customizable, and you can format the values displayed in the widget using the provided options.

KPI Card series view:

KPI Card Series view

KPI card single view: Single KPI Card

KPI card single view without actual and target values: Customized Single KPI Card

How to configure data into KPI card

NOTE: Before adding the card widget to the design layout, make sure to create the data source. You can refer to this section to learn how to create a new data source.

IMPORTANT: To showcase a KPI Card, a minimum requirement of both actual and target values is needed.

After creating a data source, follow the given steps to configure the data into the card widget:

  1. Drag the KPI Card control icon from the tool box into the design panel. You can find the control in the tool box by search. Drag and drop

  2. Resize the widget as required. Resize card

  3. Click the properties button as shown in the following image. Properties click

  4. Now, the properties pane opens. Properties pane

  5. Click ASSIGN DATA. The data pane will be opened with the list of available measures and dimensions from the added data sources. Assign data click

Actual value

Drag the required field into the Actual Values section. Configure actual value

You can change the aggregation type, filter, and format the data using the options provided in the settings menu. To open the settings menu, click the settings icon.

Settings menu

Now, the menu will be shown. Settings menu items

Changing the aggregation type: You can change the summary type of the dropped measure field by clicking the summary types listed in the menu. Refer here for more details on aggregation types.

Measure filtering: You can use “Filter” option to filter the data by specifying the filter condition. Refer the detailed steps on applying measure filter from this page.

Measure formatting Select “Format” option to define the display format to the values in the column through Measure Formatting window. To learn about measure formatting refer here.

Target value

Drag the required field into the target value section. Configure Target

Now the KPI card widget will be rendered. Card view

NOTE: The measure formatting option is not provided in the Target Value’s settings menu and the measure formatting applied for the actual value will also be applied to the target value.

Series value

Drag a dimension field into the series section to render a series of KPI Cards.

Configure Series

Now, the KPI card will be rendered as shown in the following image.

Series view

You can filter and sort the records using the settings menu items.

Settings options

Sorting: You can customize the sorting behavior of dimension fields in the KPI Card widget. You can order them based on alphabet or value, data source (default), or field. Refer to here for the detailed steps.

Refer to this page to learn how to apply measure filter.

Filtering: You can use the “Filter” option to filter the data by specifying the filter condition.

Refer to this page to learn how to apply measure filter.

Sparkline

You can use the Sparkline section to showcase the variation of measurement in the KPI Card widget.

Configure Sparkline

Card with Sparkline

Image

The image section allows you to configure the image data for each KPI card/records. The image data may be the direct URL for the records or contains a part of the URL.

Direct URL

In the following example, each country flag is displayed in the KPI card by configuring the Country Image field. The Country Image column from the data source contains the full URL of the country flag.

Data screenshot Example data

Follow the given steps to show the country image in the KPI card series:

  1. Configure the Country Image field into the Image section. Configure Image

  2. Make sure whether the pattern text is properly updated in the Properties pane image section. Pattern

  3. Now, the widget will be rendered with image data. Widget with Image

Partial image data

If your data source contains the partial data of the URL means you need to enter the URL text with the proper patterns.

For an example, consider the following data source. Example data

It contains the Players name and part of their image URL in the above columns. The full image URL for Cristiano Ronaldo is https://upload.wikimedia.org/wikipedia/commons/thumb/8/8c/Cristiano_Ronaldo_2018.jpg/345px-Cristiano_Ronaldo_2018.jpg and the Player Image Column contains the information is commons/thumb/8/8c/Cristiano_Ronaldo_2018.jpg/345px-Cristiano_Ronaldo_2018.jpg. So you need to enter the URL as https://upload.wikimedia.org/wikipedia/{0} Where the {0} indicates the first field in the Image

IMPORTANT: 1) You can add any number of fields in the image section and need to append {0}, {1} for the first , second fields configured in the image section. IMPORTANT: 2) If more than one data is available for the record the first record with the highest measure will be used to display in the KPI Card widget.

For example, if you try to show the goals of each team and configure the player image in the image section, it will show top scorer image off each team as shown in the following screenshot.

Configure Image section: Configure Image

Ensure pattern Ensure pattern

Series view Series view

NOTE: The image will be hidden automatically if the width of the KPI card is low. An information icon will display the image as highlighted in the following image.

Background image

Like the image option, you can configure the background image of the KPI Card.

Configure background

Card with background

How to format KPI card

You can format the KPI Card for better illustration of the view through the settings available in the Properties tab.

To format the KPI card, follow the given steps:

  1. Drag the KPI card into the canvas and resize it to your required size.
  2. Configure data into the KPI card.
  3. Focus the KPI card and click the settings icon. Settings icon click
  4. Now, the Properties pane opens. Opening properties pane

General properties

Name

This option allows you change the title for the KPI card.

Subtitle

Allows you provide subtitle for the KPI card.

NOTE: Subtitle will be shown only when the series section is configured.

Description

Allows you provide description about the KPI Card.

KPI card with the title. KPI card title

KPI card with the customized subtitle and description KPI card subtitle

Color properties

Direction

You can set the value label status to High is Good or Low is Good. The default setting is High is Good. This option is enabled only when you configured the actual value and target value. Direction

Direction colors

From the provided color pickers, you can customize the color values for the high, medium and low colors.

Separator color

Allows you to change the separator color.

Title properties

Title properties

Show title

Allows you to choose whether the title needs to be shown or not in the KPI Card.

The following screenshot shows the KPI card after hiding the title. Hide title

Title

You can enter the value for the KPI card title.

Color

Allow you to choose the KPI Card title value color.

Font size

You can customize the font size of the KPI card title.

Figure: KPI card with customized title color and font size. Font size

KPI value properties

Show value

Allows you to turn on or off the visibility of the KPI value in the KPI card.

Type

The type drop-down allows you to choose the value which needs to be shown as the KPI value. The available options are:

  1. Absolute difference.
  2. Percent of difference.
  3. Percent of target.
  4. Actual value.
  5. Target value.
  6. Percent of change.

Figure: KPI card with different KPI types. KPI types

Color option

Allows you to customize the KPI value color.

Font Size

Provides the option to change the KPI value font size.

Indicator properties

Show icon

Allows you to toggle the visibility of icons for the KPI values.

Color option

Provides the option to customize the icon colors.

Direction color: The colors from the direction settings will be applied.

Custom color: From the provided color pickers, you can customize the color values for the High, Medium and low colors.

Indicators

You can customize the indicator for the high, low and neutral values from the set of different indicators.

Figure: Selecting the shape for the indicators. Choose indicator

Figure: After customizing the indicator Custom indicator

Font size

Provides the option to change the font size of the indicators.

Left value properties

Type

The type drop-down allows you to choose the value which needs to be shown as the left side value. The available options are.

  1. Absolute difference.
  2. Percent of difference.
  3. Percent of target.
  4. Actual value.
  5. Target value.
  6. Percent of change.

Show value

Allows the options to toggle the visibility of the left value.

Value color option

Provides the option to customize the left value colors.

Direction color: The colors from the direction settings will be applied.

Custom color: From the provided color pickers, you can customize the left value color.

Font size

The option to change the left value font size.

Show caption

Allows you to choose whether to show the caption for the left value or not.

Value

Provides the option to modify the caption for the left value.

Caption color option

Provides the option to customize the left value caption colors.

Direction color: The colors from the direction settings will be applied.

Custom color: From the provided color pickers, you can customize the left value caption color.

Caption font size

The option to change the left value caption font size.

Right value properties

Type

The type drop-down allows you to choose the value which needs to be shown as the right-side value. The available options are.

  1. Absolute difference.
  2. Percent of difference.
  3. Percent of target.
  4. Actual value.
  5. Target value.
  6. Percent of change.

Show Value

Allows the options to toggle the visibility of the right value.

Value color option

Provides the option to customize the right value colors.

Direction color: The colors from the direction settings will be applied.

Custom color: From the provided color pickers, you can customize the right value color.

Font size

The option to change the right value font size.

Show caption

Allows you to choose whether to show the caption for the right value or not.

Value

Provides the option to modify the caption for the right value.

Caption color option

Provides the option to customize the right value caption colors.

Direction color: The colors from the direction settings will be applied.

Custom color: From the provided color pickers, you can customize the right value caption color.

Caption font size

The option to change the right value caption font size.

Image properties

Show image

Provides the option to change the visibility of the image within the KPI Card widget.

Image mode

Allows you to choose the image mode.

Default - Displays the image in its original size.

Fill - Fills the image in the available space.

Uniform to fill - Fills the image uniformly in the space. But, the image gets clipped, if it is larger than control.

Uniform - Sets the image size proportionally (without clipping) to fit to the widget area.

Image

Provides three different options to select the image source:

  1. Browse Image: Selects the image from the local disk.
  2. Direct URL: Enter the URL of the image source.
  3. Pattern: Enter the URL consists of pattern text {0} denoting the fields configured in the image data section.

Background properties

Show image

Provides the option to change the visibility of the background image within the KPI Card widget.

Plot area

Allows you to choose whether the background needs to apply for the whole KPI Card or except the image data.

You can find the difference from the following images.

KPI background KPI background

Complete Complete background

Image mode

Allows you to choose the image mode from the options Default, Fill, Uniform to fill, and Uniform.

Image

Provides the following three different options to select the image source.

  1. Browse Image: Selects the image from the local disk.
  2. Direct URL: Enter the URL of the image source.
  3. Pattern: Enter the

Color

Allows you to choose the background color for the KPI Card widget.

NOTE: If both the background image and background color are enabled in the widget, then based on the transparency of the background image and the selected image mode, either the background image alone will appear in the widget or both the background color and image will appear in the KPI Card.

Transparency

You can change the transparency of the color.

Sparkline properties

Show sparkline

Provides the option to choose whether to show the sparkline in the KPI Card or not.

Color option

Allows you to customize the sparkline color in the KPI Card.

Opacity

You can change the opacity of the sparkline color.

You can enable linking and configure to navigate to a general URL with or without parameters. For more details, refer to linking URLs.

Filter properties

The KPI Card widget can be set to act as a master widget by checking the Act as Master Widget check box. Enabling the Ignore Filter Actions check box, enable the KPI card widget not to be filtered by any other master widgets during the interaction time in both preview and published modes.

NOTE: Act as Master Widget check box will be enabled only when the Series section is configured.

Container appearance properties

Title Alignment

Allows you handle the alignment of widget title to either left, right, or center.

Title Color

Allows you apply the text color to the widget title.

Show Border

Allows you toggle the visibility of border surrounding the widget.

Corner Radius

Allows you apply the specified radius to the widget corners if the Show Border property is enabled. Value can be set between 0 and 10.

Show Maximize

Allows you to enable or disable the maximized mode of the KPI Card widget. The visibility of the maximize icon in the widget header will be defined based on this setting. Clicking this icon in the viewer will show the maximized view of the KPI Card widget.

CSV Export

Allows you to enable or disable the CSV export option for the KPI Card widget. Enabling this allows you to export the summarized data of the widget view to CSV format.

Excel Export

This allows you to enable or disable the Excel Export option for the KPI card widget. Enabling this allows you to export the summarized data of the widget view to (.xlsx or .xls) format.

Image Export

This allows you to enable or disable the Image Export option for the KPI card widget. Enabling this allows you to export the view of the widget to image format (.jpg), (.png), or (.bmp) in viewer.

PDF Export

Allows you to enable or disable the Excel Export option for the KPI Card widget. Enabling this allows you to export the summarized data of the widget view to (.xlsx or .xls) format.

Enable Comments

Allows you to enable or disable a comment for the dashboard widget. For more details refer to here.

View Data

This allows you to visualize the raw data associated with a widget at runtime.

How to apply conditional formatting in KPI card

The color of the various properties in the KPI card can be customized from the corresponding properties section as explained in the formatting section. This will apply the same color for all records when rendered in a series.

In case, if you have the requirement to highlight any data based on some conditions, you might be required to enable the advanced formatting option.

How to enable advanced formatting

In the properties pane, check the Advanced Setting check box provided under the formatting section. Enable advance settings

This will open the Conditional Formatting dialog. Conditional formatting

Properties

You can customize more than one property using the rule based conditional formatting.

  • Title
  • Background
  • Sparkline (Applicable only when sparkline is configured)
  • Icon
  • Icon color
  • KPI Value
  • Image
  • Background image

Based on field

You can choose the field from the Based On section to apply the conditions from the highlighted drop-down. Based on field

Summary type

You can select the summary type for the selected measure field. Summary type

Value type

The value type drop-down allows you to choose whether you are going to apply the direct value (specific number like 3 goals, order ID 10248 ) or percentage (values above 30% or 50 %). Value type

Condition name

You can give a meaningful name to the applied conditions using the highlighted text box. Condition name

Condition type

Choose the condition for measure field from the highlighted conditions. Condition type

If you have selected the dimension as a based on field and want to use text condition, the following text-based conditions are available. Dimension condition

NOTE: The text-based condition type will be enabled only when the dimension configured in the series field is used as the based on field.

Value

Enter the condition value.

Font style

Allows you to choose the title font style. (Bold, Italic, Underline, and Superscript).

Case sensitivity

For the dimensions, case sensitive option is provided to choose whether the entered value is case sensitive or not.

Case sensitivity

Select the checkbox provided near by the options to customize the properties, similarly click on the font style icons for applying them like shown in the following screenshot. Select properties

Figure: The conditional formatting window with applied conditions. Applying conditional formatting

Figure: The KPI card series view with the applied conditional formatting. KPI card after conditional formatting

Blog post - https://www.boldbi.com/blog/turn-on-insights-using-the-right-card-widget