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KPI Chart

Data Binding

  • Actual Value – Bind the primary metric you want to display on the KPI chart.

    • Ellipsis Menu – Click the ellipsis to access:

      • Data Format – Opens the data format window to customize numeric or date formatting.

      • Display Unit – Choose how values are scaled: Auto (default), None, Thousands, Millions, Billions, or Trillions.

  • Target Value – Bind the comparison metric or target value for the KPI chart.

  • Trend Axis – Bind the data to represent the trend over a period, typically used for sparklines or trend lines within the KPI.

  • Trellis Columns – Bind a field to create multiple columns of KPI charts for different data segments.

  • Trellis Rows – Bind a field to create multiple rows of KPI charts for different data segments.

Customization

Value Setting


Value Settings

  • Actual Value Source – Dropdown:

    • From Query – Uses a field from the dataset.

    • Custom Input – Allows manual entry.

      • Value – Enter a numerical value.

  • Target Value Source – Same options as Actual Value Source.

Chart Style


  • Value Type – Determines how the gauge interprets values:

    • Percentage (default) – Values are displayed relative to the range as a percentage.

    • Constant – Values are displayed as raw numbers on a fixed numeric scale.

  • Range Colors – Assigns colors to ranges within the gauge for visual context:

    • High: 100–150%

    • Mid: 75–100%

    • Low: 0–75%

      (Thresholds are fully editable to match your data.)

    • The Properties tab allows you to customize the appearance and layout of the KPI chart.

    • Alignment – Determines the horizontal alignment of the KPI chart content. Options include Center (default), Left, or Right.

    • Trend Background Color – Sets the background color for the trend axis area.

Sub Title


  • Show Subtitle – Toggles whether a subtitle is displayed.

  • Subtitle Text – Enter the text for the subtitle.

  • Font Setting – Set the subtitle’s font family, size, color, weight, and style.

Data Label


  • Font Settings – Font family, size, color, weight, style.

  • Display Unit – Auto (default), None, Thousands, Millions, Billions, Trillions.

  • Custom Unit – Enter a custom label (e.g., "kg").

  • Custom Unit Font Settings – Font family, size, color, weight, style.

Comparison Label


The Comparison Label displays additional information comparing the actual and target values on the KPI chart.

  • Show Label – Toggles visibility of the comparison label. Default is True.

  • Show Symbol – Toggles display of a symbol alongside the comparison label. Default is True.

  • Show Percentage – Toggles display of percentage information relative to the target value. Default is True.

  • Calculation Mode – Determines how the comparison is calculated:

    • Ratio (default) – Displays the ratio of actual to target value.

    • Delta – Displays the difference between the actual and target value.

  • Label Font Settings – Configures font family, size, color, weight, and style of the comparison label.