Canvas KPI Cards in Jedox provide a powerful way to display summary measures from your data and assess the status of an action against a target or comparison value. They were introduced with version 2023.2 and expanded Canvas capabilities to another level. These visually engaging KPI Cards allow users to track and communicate progress toward measurable goals easily.
In order to start using them you need to create a new Canvas type of report in the Report Manager. After that, from the left side, you will be able to see the Components section.
Format Tab
When you add a KPI Card to your Canvas, a dialogue box with two tabs appears on the right side of the screen. The Format tab allows you to customize properties such as name, width, padding, margin, background colour, and radius.
Moreover, the Format tab’s lower section allows you to personalize the font style and alignment of different sections within the KPI Card, such as Title, Value, and Comparison.
Data Tab
In the Data tab, you can define the primary measure to display on your KPI Card by selecting a cube and configuring the dimension values. This offers excellent flexibility, as you can choose an Element, a Variable, or an Expression for each dimension. Additionally, you can set the connection/database for your KPI Card source data using the Variables, Named range, and Settings keys, allowing seamless integration of your Canvas report into models.
The Canvas KPI formatting option presents three formats to choose from: Number, Currency, and Percentage. If you opt for the currency format, you can select the relevant symbol and decide on the number of decimals. Enabling the Auto Scaling option offers dynamic number formatting, automatically showing numbers below a million with a “K”, numbers below a billion with an “M”, and numbers over a billion with a “B”. The Use 1000 separator option ensures easier readability of large numbers by adding visual indicators.
You can also incorporate a Data Point to set a Comparison value on your KPI Card. By dragging and dropping dimensions from the Data tab, you can select an Element, Variable, or Expression for the comparison. This allows you to add meaningful context to your KPI Card.
Indicator
The Indicator option enhances clarity by displaying clear visual indicators that reveal the Comparison value’s relationship to the primary measure. You have the freedom to assign color codes for different relationship types, add symbols, and show variances in percentage.
Next time you use a KPI, the database and cube are pre-populated using the data from your last KPI definition.
In conclusion, Canvas KPI Cards offer a compelling way to present essential insights and monitor progress effectively. Utilize these tips and unleash the full potential of Canvas KPI Cards in your Jedox experience. More can be found at Jedox KB.
Check out some of the samples which we build and download them here.