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KPI Matrix

The Data Binding tab in the KPI Matrix controls how data is organized into rows and columns, and what content is displayed inside each cell.

1. Rows

  • Rows define the categories that appear down the left side of the KPI Matrix (for example: Product Category, Region, or Department).

  • Drag and drop a data attribute into the Rows slot to create your row groupings.

2. Columns (Default: Number)

  • By default, the KPI Matrix includes one Column named Number.

  • You can rename this column:

    1. Hover over the column name.

    2. Click the pencil icon that appears.

    3. Enter your preferred label.

Value slot

  • Underneath the column name is the Value slot.

  • Drag and drop a measure (for example: Sales Amount, Order Quantity, or Profit) to display it in the column.

  • This is the simplest type of column and shows numeric values for each row category.

3. Optional Sections

Diagram

  • The Diagram section allows you to add a small chart inside each cell.

  • Two binding slots are available:

    • Value → the measure to plot (e.g., Sales Amount).

    • Axis (Category) → the dimension to use as the horizontal axis (e.g., Year, Month).

  • Once bound, you can choose a diagram type from the column’s ellipsis menu (⋮):

    • Trend (line)

    • Bar

    • Area

    • Win/Loss

Image

  • The Image section lets you display an image in each cell.

  • Drag and drop an image field (such as a URL or embedded image attribute) into this slot.

  • This is optional, just like Diagram.

4. Adding More Columns

You can expand the KPI Matrix by adding additional columns next to the default Number column.

  • Click the + icon to the right of the Columns section.

  • Choose the type of column you want to add:

    • Number – a simple numeric column.

    • HBar Graph – displays a horizontal bar scaled to the measure value.

    • Pareto Graph– shows the category’s contribution to the cumulative total (%).

    • Bullet Graph– compares a measure against a target.

    • Diagram – adds a mini-chart with Value + Axis binding.

    • Image – displays an image.

For more information on these columns, you can reference the articles on the HBar Graph, Pareto Graph, Bullet Graph.

Customization

You can further customize your KPI Matrix using the following properties.

Table Setting


Use Alternate Row Style – Toggles alternating background colors for rows to improve readability. Enabled (True) by default.

Show Row Number – Toggles a row number column on the left side of the table. Disabled (False) by default.

Show Column Header – Toggles the display of column headers. Enabled (True) by default.

Show Quick Filter – Toggles a quick filter control for filtering visible data without adjusting main filters. Disabled (False) by default.

AutoFit Column Width – Determines how columns adjust their width.

  • Fit to Content (default) – Adjusts each column to fit its cell contents.

  • Fit to Header – Adjusts columns to fit the header text.

  • None – Keeps columns at a fixed width.

Row Height – Sets the height of table rows. Enter a numeric value in pixels.

Scrollbar Mode – Controls when scrollbars appear.

  • Hover to Display (default) – Shows scrollbars only when hovering over the table.

  • Auto – Displays scrollbars when content exceeds the table bounds.

  • Hidden – Hides scrollbars entirely.

  • Visible – Always shows scrollbars.

Scrollbar Thumb – Sets the color of the draggable portion of the scrollbar.

Scrollbar Track – Sets the color of the scrollbar track background.

Text Alignment – Aligns text within cells. Options are Auto (default), Left, Center, or Right.

Word Wrap – Toggles wrapping text within cells so long content appears on multiple lines. Disabled (False) by default.

Cell Background Color – Sets the background color for table cells.

Text Style – Configures font family, size, color, weight, and style (normal or italic) for table text.

Cell Border Color – Sets the color of cell borders.

Style Template – Applies a predefined style template to the table. Options include “Batch Setting Style,” built-in Excel-style templates, or Add New Style… to create a custom style.

Image Layout – Controls how images are displayed in table cells.

  • Zoom (default) – Scales the image proportionally to fill the cell as much as possible without cropping.

  • Origin – Displays the image at its original size and position.

  • Fill – Stretches the image to completely fill the cell, which may change its aspect ratio.

Interaction


The Interaction section defines how users can interact with a KPI Matrix at runtime. These settings control behaviors such as filtering, navigation, selection handling, annotations, and refresh logic. Many of the items in this section open additional menus or configuration panels and are part of a broader interaction workflow rather than simple visual properties.

Cross-Filter

Cross-Filter controls whether the KPI Matrix participates in cross-filtering with other visualizations on the dashboard. When enabled, selecting data in the KPI Matrix applies corresponding filters to other visuals. When disabled, interactions with the KPI Matrix do not affect other visualizations.

Jump To

Jump To allows you to configure navigation actions that users can trigger from the KPI Matrix. You can add a new Jump To action using the Add (+) button, which opens the Jump To configuration window, or manage existing actions from the Jump To list menu (accessed via the menu button with three horizontal lines).

In the Jump To window, you define a name for the action and associate it with a target dimension. You then specify a destination, which can be another dashboard, a report, or an external URL, selected from the Document dropdown. Additional options control how the destination opens, such as in a dialog, a new window, or other supported modes.

Auto Refresh

Auto Refresh applies when the KPI Matrix is bound to a streaming dataset, where data is updated continuously or at frequent intervals.

Three modes are available:

  • None: Disables automatic refreshing.

  • Polling: Refreshes data at a fixed interval, configurable in days, hours, minutes, and seconds.

  • Real Time: Updates automatically as new data becomes available.

Visible Menu Items

Visible Menu Items controls which interaction buttons appear when users hover over the KPI Matrix in preview mode. You can show all available items or selectively enable specific ones.

Common menu items include:

  • Clear Selection, which appears only when a selection is active and removes the current selection.

  • Focus, which expands the KPI Matrix to fill the dashboard preview area.

  • Export, which enables data export options.

Additional actions are available through the ellipsis ( … ) menu, which opens a side panel containing other available commands.

Pin Annotation

Pin Annotation controls whether annotations added to the KPI Matrix remain pinned and visible in preview mode. When enabled, annotations are kept in place instead of appearing only temporarily. When disabled, annotation behavior follows the default interaction pattern.

Context Menu Actions

Context Menu Actions define which commands are available when users open the context menu for the KPI Matrix. These actions provide additional ways to interact with or act on the displayed data, depending on configuration.

Selection Mode

Selection Mode determines how user selections are interpreted in the KPI Matrix. When set to Row, clicking selects an entire row. When set to Cell, selections are based on individual cells. This setting affects how selections are made and how interaction actions are triggered.

Click Action

Click Action defines what happens when a user clicks within the KPI Matrix. By default, no action is applied. Available actions include showing a tooltip, keeping or excluding selected data, triggering a Jump To action, or executing a command. The configured action is triggered based on the current Selection Mode.

Freeze Row Headers

Freeze Row Headers keeps the row header area fixed while the KPI Matrix is scrolled. This ensures that row labels remain visible when navigating larger matrices, making it easier to maintain context while reviewing KPI values.

Allow Sorting

Allow Sorting controls whether users can sort the KPI Matrix by clicking column headers. When enabled (the default), clicking a header sorts the matrix by that column. Disabling this option prevents sorting interactions, which can be useful when preserving a predefined data order is important.

Column Headers


Row Headers


Corner Area


Column Headers, Row Headers, and Corner Area share the following settings:

  • Word Wrap – Toggles wrapping of header text (False by default).

  • Background Color – Sets the background color for the header area.

  • Header Font Setting – Configures font family, size, color, weight, and style for header text.

  • Border Color – Sets the border color for the header area.

First Data Stripe


First Data Stripe – Sets the background color, text style, and border color for alternating data rows in the first stripe pattern.

Second Data Stripe


Second Data Stripe – Sets the background color, text style, and border color for alternating data rows in the second stripe pattern.