Use a KPI Matrix to display and visualize the unlimited number of business metrics in a single table. A KPI Matrix helps users to extract useful insights about the company's performance and its growth from the dashboard easily.

When you add a KPI Matrix to a dashboard, you can use the following data visualizations in the scenario like number, HBar graph, pareto graph, bullet graph, diagram, and image, each explained below:

• Number: It is used to display the numeric values of the bound attribute, similar to a column in a data table.

• HBar Graph: It is used to compare the categorical data through horizontal bars, where the length of each bar depends on the data value it represents. You can add the Data Labels for the HBar Graph in the KPI Matrix. Refer to the section Adding a New Column as HBar Graph for details.

• Pareto Graph: It is a combination of bar and line graphs. It displays the proportion and distribution of the data through horizontal bars, where each bar has a progress proportion percentage with a line that represents the cumulative total.

• Bullet Graph: It is used to compare a performance measure with a target measure and relate those to qualitative ranges.

• Diagram: It is used to insert mini-charts in the table cells like trend, bar, area, and win-loss.

• Image: It is used to render the image data through text, image (URL), and image (binary).

Design a KPI Matrix in Wyn Enterprise

From the Dashboard Toolbox, open the Data Visualization node and drag-drop the KPI Matrix scenario onto the design area.

Bind Dataset to KPI Matrix Scenario

With the scenario selected, from the Data Binding tab, select the dataset. Once the dataset is successfully loaded in the designer, the data binding panel automatically expands and displays the data attributes available in the dataset.

The following image shows the KPI Matrix scenario bound to the 'InsuranceDataset' dataset. The Columns in the Data Binding area by default consists of Number, Diagram, and Image.

We will first drag-drop the required data attributes to the Rows, Number, and Diagram data binding area of the scenario as shown below. Note that we have removed ClaimRaisedDate(Day) from the ClaimRaisedDate hierarchy.

Click the Plus button next to the Columns in the Data Binding area to add a new column in the KPI Matrix to display the average claim loss.

In this example, we have added a new column as Number in the KPI Matrix.

Rename and reposition the columns within the KPI Matrix with the help of Edit and Ellipse buttons in the Data Binding area as shown below.

Adding a New Column as HBar Graph

You can use HBar Graph to compare the categorical data through horizontal bars, where the length of each bar depends on the data value it represents. You can also add the Data Labels for the HBar Graph in the KPI Matrix.

To add HBar Graph, follow the steps given below.

1. On the KPI Matrix, bind the dataset. Click the Plus button next to the Columns in the Data Binding area and select the HBar Graph option to add a new column as HBar Graph in the KPI Matrix.

   
   

   
   

   In this example, we will add 3 HBar Graphs.

2. Rename the columns within the KPI Matrix with the help of the Edit icon in the Data Binding area as shown below.

   
   

   
   

   Adding Data Labels for HBar Graph

3. Click the Ellipse button and select the Settings option, to set the HBar Graph settings.

   
   

   
   

   The HBar Graph Setting dialog box is displayed.

   
   

   
   

   Height(%): You can set the height of the Hbar within the cell. The % here indicates the percentage of cell height that Hbar will occupy. By default, this property is set to 60%.

   Show Data Label: Set this property to True, if you want to show the data labels for the selected Hbar Graph of the KPI matrix. By default, this property is set to False.

   Show Axis Line: Set this property to True, if you want to show the axis line for the selected Hbar Graph of the KPI matrix. By default, this property is set to False. You can also set the color of the axis line by selecting the color from the Axis Line Color picker.

   Show End Point: Set this property to True, if you want to show the end point for the selected Hbar Graph of the KPI matrix. By default, this property is set to False. You can also set the color of the end point by selecting the color from the End Point Color picker.

   Positive Color: Select the color from the color picker in which you want to show the positive values in the Hbar Graph of the KPI matrix. By default, this color is set to green.

   Negative Color: Select the color from the color picker in which you want to show the negative values in the Hbar Graph of the KPI matrix. By default, this color is set to red.

   
   

4. Click Apply and OK.

   
   

5. Click this buttonto Edit the Format, set Display Unit, set Text Alignment (Auto, Left, Center, Right), etc. of the data labels. In this example, we have selected the Text Alignment as Right for data labels of the field Sum of UnitPrice 1.

   
   

   
   

6. Preview the chart. The data labels will be displayed as per the specified settings.

   
   

   The positive values are displayed in green color and the negative values on the line axis are in red. Also, you can see the text alignment.

Format Data Attributes

You can format the data attributes in a dataset by performing a variety of operations such as renaming, modifying data format and display unit, creating a hierarchy field, applying an aggregation method, etc. Using these operations, you can control the display of data attributes in a scenario.

For more information about these operations, see Data Attributes.

In the following KPI Matrix scenario, we are modifying the data format for the data attribute to display the unit cost in 'currency'.

Analyze Data

Wyn Dashboards scenarios support rich data analysis and exploration capabilities that can help analyze massive amounts of information and make data-driven decisions. For example, adding filters to scenarios, sorting data, and applying conditional formatting. Note that you can apply all these operations using the Action Bar corresponding to each scenario in the designer.

For more information, see Data Analysis and Interactivity in Dashboards.

The following image organizes the data in the scenario by sorting the 'Region' data attribute in ascending order.

Customize Appearance

You can customize the default KPI Matrix appearance by setting properties in the Inspector tab of the scenario such as adding a border, adjusting text alignment, renaming the KPI Matrix title, changing the background color, enabling automatic scrolling, etc.

General Settings

1. Modify Data Stripes

   Wyn Enterprise uses default colors for the alternate data stripes in a KPI Matrix scenario. To change the default color, use the Background Color properties for the first and second data stripes and set them to a suitable color from the color palette. Also, you can disable the alternate row style in the KPI Matrix by setting the Use Alternate Row Style to 'False'.

   
   

   
   

2. Adjusting Text Alignment

   In Wyn Enterprise, you can easily manage the text alignment within a KPI Matrix by using the Text Alignment property in the Data Binding area.

   
   

   
   

3. Changing Graph Color

   To change the graph color in the KPI Matrix, set the Preferred Graph Color property in the Inspector tab to a suitable color from the color picker.

   
   

   
   

4. Customize Scrollbars

   The default colors of the thumb and the track in a scrollbar are inherited in the following order - Document Theme > Dashboard Level Settings > Component Level Setting. You can change the default colors of the scrollbar for the KPI Matrix using the Scrollbar Thumb and Scrollbar Track properties available in the dashboard designer. The Scrollbar Thumb property specifies the color for the scrollbar thumb (i.e. the moveable part of the scrollbar along with the upward and downward scroll buttons) and the Scrollbar Track property specifies the color for the scrollbar track (i.e. the fixed part of the scrollbar). Furthermore, you can control the visibility of the scrollbars in the table scenario by setting the Scrollbar Mode property to 'Auto', 'Hidden', 'Visible', or 'Hover to Display'.

   
   

   
   

Advanced Settings

1. Enable Automatic Scrolling

   When your KPI Matrix contains thousands of rows or even more, it becomes difficult to scroll through the data. In such cases, you can enable automatic scrolling using the Auto Scroll property and set the scrolling speed to either 'Slow' or 'Fast'. By default, the scrolling speed is set to 'Normal'. You can also enable the automatic turning of pages when scrolling using the Page Turning property.

   
   

   
   

   
   

   The data within the KPI Matrix scroll automatically on previewing the dashboard, as shown.

   
   

   
   

2. Show Row Number

   In a KPI Matrix, you can use the Show Row Number property to insert row numbers for each row in the table. This way, the rows in a matrix are automatically numbered, hence saving the time and effort of the users.

   
   

   To enable automatic row numbering in a matrix, set the Show Row Number property to 'True' and then define the following settings -

   • Number Rows For - Specify whether you want to show the row numbers for the top row group, details row, or all rows. By default, this property is set to 'Top Row Group'.

   • Row Number Scope - Specify the scope of the row number count in a table. By default, this property is set to 'Global'.

   • Row Number Position - Control the position of row number relative to the row headers in the table, that is, whether you want to display the row numbers before or after the row headers.

   In the below KPI Matrix, we have enabled automatic row numbering for the details row with its scope set to 'Global'.