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Getting to Know Features

In this topic we’ll show you the functionalities that exist when we create/edit a KPI when we get to the last part. Structure

The structure is defined as follows:

  • Title: above the value, a title defining the KPI.
  • Subtitle: below the value, a subtitle for the KPI.
  • Templates: lists the existing templates for the KPI.

Definitions

In the definitions, we define the following:

  • Enter a prefix to accompany the value (e.g. R$40.40).
  • Enter a suffix to accompany the value (e.g. 40 ºC).
  • Is it a percentage? Select if it is a percentage instead of a value (already checked if the selected measure is a percentage).
  • Summarize values: If it is not a percentage, it will summarize long values (e.g. instead of showing “1000000”, it will show “1mi”).
  • Decimals: If it is a percentage (this is how it will appear), you define how many places you want to have after the decimal point.
  • Color: Defines the color of the KPI (If you use bands on the “Target Value” tab, this will not be applied).

Target values

In the target values, we define the following:Type of indicator: presenting and calculating the target in two ways.

  • Increasing: When the KPI calculates growth from the target.
  • Decreasing: When the KPI will calculate growth inversely from the target.

Source Type: obtaining the goal in two ways.

  • “Fixed Value”: defines a value for the target.
  • “Measured Value”: defines another measure as the target.
  • Use targets: make the KPI change color according to the value it reaches (e.g. blue 10%, yellow 30%, red over 50%).
  • Measure: If you chose the “Measure” source type, select the measure you want to define as the target.
  • Value: If you chose the “Fixed Value” source type, enter the value of the target you want.
  • Target color: you can define a color in which the KPI changes to the desired color when it reaches the target value. Without having to use the band.
  • Ranges: If you have chosen to use ranges, you will be presented with 4 fields to show target growth.
  • 1st to 2nd field: the KPI will turn red (as shown in the image below).
  • 2nd to 3rd field: the KPI will be yellow (as shown in the image below).
  • From the 3rd: the KPI will turn green (as shown below).

Remember: you can change the color of each strip.

See more about KPI:

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