Using KPIs

KPI's may be visualized using any of the visualizations in Discover.

• Gauges are specifically designed to complement the capabilities of KPI measures, making them a particularly useful method of visualizing KPIs.
• Matrix Grids also have unique capabilities for showing KPI's in a more compact manner.
• All other visuals can utilize the mathematical elements and values of the KPI to drive different effects (like any other value/metric). This includes colors, size, labels, tooltips etc.

Accessing KPIs

Custom KPI measures can be directly opened in Discover, by clicking the Quick Discovery button from the KPI designer (red highlight below).

Alternatively, open the relevant data model in Discover, and open business logic (red arrow below) from the Measures panel; select the required KPI (blue highlight) to add it to the query. Note that the KPI measure can be expanded to view or select specific measures contained in it: status, target, value, and bands (if relevant).

KPI 'Chips'

In order to best leverage your KPI measures, it's important to understand how KPI measures relate to the drop zones and drive the visual components of the query.

When added to the query, each measure within the KPI is represented by a chip in the drop zone. The placement of these chips drives the look and feel of the KPI's visualization.

Gauges

When using a gauge visualization, the standard visual for KPI's, users are presented with 4 key drop zones for constructing the visual. These align tightly with the 'DNA' of the KPI itself.

Value Drop Zone

The value chip (red highlight above) is automatically added to the Values drop zone, where it drives the values in the visualization (red arrow).

Target Drop Zone

The target chip (blue highlight) drives the target labels in the visualization (blue arrow). When visualizing the query as a gauge, the target chip is added to the Target drop zone; if using another type of visualization, the target chip is added to the tooltip zone.

Status Drop Zone

The status chip (green highlight) drives the status indicators in the visualization, and is also visualized in the status indicator key (green arrow). When using a gauge, the status chip is added to the Status zone; otherwise, it's added to the Indicator zone.

• The status indicator type and logic can be customized from the Status drop zone.

Color Drop Zone

The status chip (yellow highlight) also drives the color indicators in the visualization; as such, a second status chip is added to the Color drop zone. The color indicator key (yellow highlight) shows the breakdown of the KPI bands used to color the visualization.

• The color type and logic can be changed from the Color zone.