KPI visuals return values to emphasize particular areas of dashboards or applications. They can be used to provide section titles, totals for segmented data, draw attention to aggregation results, and so on.
The following steps demonstrate how to create a new KPI visual representation on dataset Customer Value Analysis. This dataset is based on data previously imported into Arcadia from the datafile customer-value-analysis.csv.
For an overview of shelves that specify this visual, see Shelves for KPI Visuals.
For customization options, see KPI Settings.
In the visuals menu, find and click KPI.
Note that the shelves of the visual changed. They are now Dimensions, Measure, Compare To, Label, Tooltips, X Trellis, Y Trellis, and Filters.
There are no mandatory shelves for KPI visuals. Instead, the primary measure appears either on the Dimension or the Measure shelves.
Populate the shelves from the available fields (Dimensions, Measures, and so on) in the Data menu.
Customer Lifetime Value
and place it on the Measure shelf. Ensure that the aggregate is
set to Average.Total Claim Amount
and
place it on the Compare To shelf. Ensure that the aggregate is
set to Average.From Measures, select Record Count
and place
it on the Label shelf. Proceed to change the expression on the
shelf to the following calculation:
concat("Records: ", cast(sum(1) as string)) as 'Record Count'
The expression may be different, depending on the target data repository.
Gender
and Marital Status
(both
under Dimensions) on the X Trellis and
Y Trellis shelves.Click Refresh Visual.
The KPI visual appears.
Click (pencil icon) next to the title of the visualization to edit it, and enter the new name.
KPI by Gender and Marital Status
.At the top left corner of the Visual Designer, click Save.