KPI Cards

Overview

KPI (Key Performance Indicator) cards display important metrics in a clear, focused format. Use them to track single values, compare performance across time periods, or display multiple related metrics together.

Single Metric KPI

Create a single metric KPI by adding one metric without any groupBy fields. This displays a large, prominent value with an optional title and description.

How to create:

1. Add a metric (e.g., Sum of Sales)
2. Do not add any groupBy fields
3. Set a descriptive title

Period Comparison KPI

Period comparison KPIs show how a metric changes over time by comparing current and previous periods.

Example: If your Dashboard Filter is set to “July 1 – Dec 31, 2025”, the KPI shows your metric for that date range and compares it to your chosen comparison period (e.g., Jan 1 – Jun 30, 2025 for Previous Period, or July 1 – Dec 31, 2024 for Same Period Last Year).

How to create:

1. Add a date field to your Dashboard Filter (e.g., Order Date, Created Date). This filter defines the current period for your comparison.

2. Add a visual to your dashboard and select KPI as the visual type 3. Add a metric (e.g., Sum of Revenue) 4. Add the same date field (from step 1) to Trend By 5. Select a comparison type:

• Previous Period - Compares to the immediately preceding period
• Same Period Last Year - Year-over-year comparison
• Start vs End - Compares first and last values in the period

The card displays:

• Large current value in the center
• Comparison badge in the header showing the change
• "Previous: [value]" below the main value
• Detailed tooltip on hover

Comparison Configuration

Access comparison settings in the Visual tab under the "Comparison" section.

Calculation Type

Choose how the comparison is calculated:

Format Options

Configure how comparison values are displayed:

• Currency - Display as monetary value with symbol
• Number - Plain number with optional prefix/suffix
• Percent - Display as percentage
• Scientific - Scientific notation for very large/small numbers
• Custom - Set decimal places, prefix, suffix

Indicator Settings

Customize the comparison badge:

• Arrow - Show trending arrow (up/down/right)
• Color - Customize colors for increase, decrease, and no change
  • Default: Green for increase, Red for decrease, Gray for no change
  • Customizable per your preference or brand colors

Labels

Conditional Labels - Display dynamic labels based on the comparison result:

• Increase - Shown when current > previous (default: "Increase")
• Decrease - Shown when current < previous (default: "Decrease")
• No Change - Shown when values are equal (default: "No change")

These labels appear in the tooltip for context.

Previous Label - Customize the text before the comparison value (default: "Previous")

• Examples: "Last Month", "Last Year", "Last Period"

Multi-Metric KPI (Up to 3 Metrics)

Display multiple related metrics in a single card when you need to show current performance alongside benchmarks or historical values.

How to create:

1. Add up to 3 metrics (e.g., Current Period, Previous Period, Budget)
2. Do not add any groupBy fields

Layout:

• Primary metric displays large at the top
• Secondary and tertiary metrics display side-by-side below in a 2-column grid
• Each metric shows its own label
• Card title typically describes the primary metric

Note: Comparison features are not available for multi-metric KPIs. This layout is designed for displaying multiple values, not comparing them.

Formatting

Number Formatting

• Decimal Places - Control precision (0-10 decimal places)
• Thousands Separator - Automatic based on locale
• Compact Notation - Display large numbers with K, M, B suffixes

Currency Formatting

• Currency Symbol - Select from major currencies (USD, EUR, GBP, etc.)
• Locale - Controls number formatting and symbol position
• Custom Symbol - Override default currency symbol if needed

Percentage Display

• Multiply by 100 - Automatically convert decimals (0.25 → 25%)
• Decimal Precision - Control decimal places for percentages

Color Ranges

Apply conditional coloring based on value thresholds:

1. Define ranges (e.g., 0-50: Red, 50-75: Yellow, 75-100: Green)
2. Values automatically colored based on their range
3. Useful for status indicators and performance tracking

Best Practices

Single Metric KPIs:

• Use for the most important top-line metrics
• Keep titles clear and specific
• Add descriptions for context when needed

Period Comparison KPIs:

• Best for tracking trends over time
• Choose comparison type that matches your analysis period
• Customize "Previous" label to match your time period

Multi-Metric KPIs:

• Ideal for showing current value with context (previous, budget, target)
• Upto to 3 metrics for readability
• Use clear, concise labels for each metric
• Primary metric should be the most important value