Introduction: SMART KPI List

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Increase the power of your KPI’s by adding context with the SMART KPI List

One of the principal goals of any dashboard is to inform its users by creating an overview of multiple key performance indicators (KPIs). A good dashboard shows all relevant KPIs in a single screen, so we need a compact and effective way to display them. The SMART KPI List is created specifically for this purpose.

Key features of the SMART KPI List are:

  • A comprehensive overview of your KPI’s: Create a clear overview of your KPIs in the right context to tell the complete story. No more messing around with separate tables, line charts and bar charts;
  • Format the objects: Each of the columns can be formatted individually. Additionally, for the sparkline and bars you can change basic settings like the used colours;
  • The formatting options are similar to the options you know from standard Power BI charts, so no need to learn a new interface;
  • Selection & Highlighting: Like in standard Power BI Charts you can make use of the Selection & Highlighting functions within the SMART KPI List;
  • Context menu: Like in standard Power BI Charts you have access to the context menu to Include/Exclude data points;
  • Full tooltip support: Besides the default Tooltip behaviour (show the value of the element you hover) you can also add additional feeds to the tooltip.
  • Full Bookmark support: like any of the standard visuals the SMART KPI List supports Bookmarks.

How to use: Fields

Of the seven fields you need to specify at least the first three fields, being: Items, Date and Values. The remaining fields (Target, Signal, Sparkline limits and Tooltips) are optional. 

  • Items: Here you add the field(s) containing the categories you want to place on each row of the list. If you place multiple fields here you can drill through the different fields as if they were levels of a hierarchy. You can also use any hierarchy you already have in your data set;
  • Date: This is where you specify the date and/or time values. For each Item the list will display the last (most recent) value as the current value and use all other (older) values to draw the sparkline;
  • Values: The field added here will shown per Item the most recent value in the value column. That most recent value will also be used to draw the horizontal bar in each row of the list. All remaining (older) values will be used for the sparkline;
  • Target: The field added here will shown per Item the most recent value in the target column. That most recent value will also be used to draw the vertical line across the value-bar in each row of the list;
  • Signal: This field will trigger the red (default color) signal dot for each row to guide the readers attention. When the value of this field equals 1 it will show the signal dot, any other value will hide the signal dot.
  • Sparkline limits: Here you need to specify two fields, so the Sparkline will include a coloured area behind the line to indicate a range of “normal” values;
  • Tooltips: The fields added here will shown in the tooltip when the user hovers a specific data point.

How to use: Format

Grid

Column Header

Besides the standard Format Sections there are a number of additional Format Sections that allow you to change the default behaviour of the visual:

  • Paid Features: here you can switch on the Paid Features and fill your license details. All settings related to colors are only available when the Paid Features are turned on.
  • Grid: these settings allow you to change the formatting of the list grid content (excluding the column headers). This includes adding/removing the grid lines, setting the padding between the rows, changing the row height and changing the font color and size. Finally, there is a setting to switch on/off the Word wrap. With Word wrap switched off each item will only use a single row height, but with Word wrap on each item will use as many rows it needs to display the values and labels.
  • Column header: headers can be customised individually in their respective column settings beneath. Here you can set their general settings like, Font & background color, set all to a specific font and wrap the words.

Items/Signal/Last date

Value/Target

  • Items/Signal/Last Date: the settings for the columns Items, Signal and Last Date are the same. By default the width of each column is set automatically, but here you can override the default setting. You can also change the column header (Title) and de column order. Additionally you can set the font & background color and change the alignment.
  • Value/Target: the settings for the Value and Target columns are the same. They are also similar to the Items settings above. There are two additional settings, being: the number of decimal places and the display units.
  • Column header: headers can be customised individually in their respective column settings beneath. Here you can set their general settings like, Font & background color, set all to a specific font and wrap the words.
  • Data colors: within this section you can change the color of the two bar series.

For any questions or remarks about this Custom Visual, please contact us by email at Nova Silva Support.

Sparkline

Value bar

  • Sparkline: the sparkline can be customised by changing the width of the column and changing the line color and width. You can even change the area color (Sparkline limits).
  • Value bar: besides changing the column order and the series colors you can set the Axis behaviour. You can set one single axis for all items (Global axis) and show the difference between the value and the target (variance) in stead of the actual numbers.

For any questions or remarks about this Custom Visual, please contact us by email at Nova Silva Support.

Next Tutorial: how to use the SMART KPI List
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