Global summary: Display the aggregate value for all periods in the time series.Latest period: Display the aggregate value for the most recent period in the time series.Hover over Default display type and select an option:.In the Value property, hover over the source column name, then click the caret ( ) to open the column menu.Change the default display type (the value displayed when not interacting with the trend line):.For information about how to hide the trend line, see Customize the trend line in this document. If the element layout size allows, the chart displays a trend line, which you can hover over to view previous period values. To change the default display value to the global summary, proceed to the next step. The chart now displays the metric's latest period value, which aggregates the Value property source column data for the most recent period. When a source column is added to the Timeline property, two changes occur in the chart: You cannot select or create a column that doesn't contain date data. The Timeline property supports date columns only. To create a period based on a new date column, select Add new column, then enter a date function or value in the formula bar.To derive the period from an existing date column, search or scroll the Select column list and select the preferred column.In the Timeline property, click Add column, then use one of the following methods to define the reporting period:.This configuration is required to build a period value, period comparison, or benchmark period comparison KPI chart. Format: Display the metric value in the selected format.Ĭonfigure the Timeline property to define the reporting period for the time series.Transform: Convert the column to the selected data value type.Set aggregate: Measure the metric based on the selected aggregation method.Hover over any of the following items and select the preferred option:.In the Value property, hover over the column name, then click the caret ( ) to open the column menu.Control how the metric is measured and formatted:.For information about the value displayed after configuring the Timeline property, see Define the reporting period in this document. When the Timeline property isn't configured, the chart displays the metric's global summary value, which aggregates all data points in the resulting Value property source column. You can also aggregate the values of an existing column by dragging and dropping a column name from the Columns list to the Value property. It can also include a trend line for both values to illustrate patterns and changes over time. The KPI chart highlights the latest period value or global summary, and it can display a comparison as a percentage, delta, or absolute value. It can also include a trend line that illustrates patterns and changes over time.Ĭompare a metric's period value against a benchmark or target to assess relative performance and gain insight into patterns, relationships, and correlations. The KPI chart highlights the latest period value or global summary, and it can display the comparison as a percentage, delta, or absolute value. Measure a metric’s value in one period (like week, month, or year) against another to perform a sequential or period-over-period comparison. The KPI chart highlights the latest period value or global summary, and it can display a trend line that illustrates patterns and changes across sequential time periods. Measure a metric's period value to analyze performance during a specific time interval (like week, month, or year). You must be the workbook owner or be granted Can explore or Can edit workbook permission.You must be assigned an account type with the Edit Workbook and/or Explore Workbook permission enabled.The ability to create KPI charts and other visualizations requires the following: Manufacturing analytics: Report cycle time to analyze the amount of time it takes a product to complete the manufacturing process.Īdvanced KPI chart properties and formatting.Executive dashboarding: Measure monthly year-over-year revenue to understand how the current month’s revenue compares to the previous year benchmark.Marketing analytics: Track click-through rates to highlight email campaign performance over time.
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