Build a KPI chart
Show one measure as a big number, with an optional sparkline, a comparison to a prior period, a status badge, and expressive change and icon styles.
A KPI chart answers one question: what's the number right now? It shows a single measure in large type, and can add a sparkline of its trend and a change against an earlier period. Pick KPI from the chart type selector. Charts saved as a big number work the same way.
Fill the shelves
| Shelf | What it holds |
|---|---|
| Value | Required. One measure - the number you're showing. |
| Trend By | Optional. One date field. It draws the sparkline and gives the comparison a period to compare against. |
- Pick KPI from the chart type selector.
- Drag a measure to Value.
- Drag a date field to Trend By to add a sparkline.
- Open the format pane to turn on the comparison and pick its period.
Format options
Open the format pane and find KPI options.
- Show label and Footnote - the caption over the number and a line of small print under it.
- Show sparkline - and Sparkline type: line, bar or area.
- Show comparison - and Comparison period: Previous period, Previous day, week, month, quarter or year, or Year to date vs last year. Show period labels names the two periods being compared.
- Change shows - whether the comparison reads as a percent, the absolute Value, or Both.
- Show last year - on a line or area sparkline at a monthly or coarser grain, draws a faint outline of the same measure a year earlier behind the current line.
- Value shows - All records, Latest period, Total, Average, Minimum, Maximum or NPS. Some are grayed out when they don't fit the measure.
- Show goal - with a Target value and a Label.
- Icon style - when the card draws an icon, choose Solid, Tint, Outline or Plain.
- Value appearance and Label appearance - alignment, size, font and value color.
Add a status badge
The Title section carries a Status badge switch. Turn it on, type a Label such as "On track", and pick a Variant of Success, Warning or Error to show a colored pill beside the card's title. The pill appears once it has a label.
Build it from the chat
Ask the chat for "a KPI of total sales" or "revenue as a big number with trend". For a slice of the data, say "KPI of West region sales" - the chat keeps your real measure and adds a filter for the region.