Set up a KPI Dashboard

Contents:

Overview

On KPI dashboards, you can:

You can add as many KPI dashboards to your project as you want, however, review you dashboards periodically and keep only those that are relevant to your users.

Create KPI Dashboards

  1. On the workspace toolbar, click KPIs.
  2. Click Add dashboard.
  3. To add KPIs, drag and drop the Key Performance Indicator item to the dashboard area.
  4. Select a measure to display.
  5. Click the KPI to:
    • Filter by different attributes - select any option in the Filter by section.
      The availability of the options depends on the data available in your workspace.
    • Compare data with the previous period or the same period in previous year - select the option in the Comparison drop down.
      You can also select whether the resulting percentage is displayed in red or green.
    • Open a pixel-perfect dashboard when user clicks the KPI - select a dashboard in the Drill into dashboard .

      To hide this option in the embedded mode, contact the GoodData Support.

  6. To add insights, drag and drop insights from the list on the left.
    You can add insights created by you or shared with you.

    For details about insights, see Create Insights.

    You can add as many insights as you want. We recommend that you keep the number of KPIs and insights below 16 to avoid delays in report computation.

  7. You can add drilling to various targets.
    For details, see Drill to Insights from KPI Dashboards, Drill to Another KPI Dashboard, Drill to URL from KPI Dashboards, and Drill Down in KPI Dashboards.
  8. To enable zoom in insights, click the insight on the dashboard, and select Interactions → Zoomable insight.
    For details, see Edit KPI Dashboards

  9. To add a title and/or description for a section on the dashboard, click Add Title here and Add Description here at the top of a section.
    The maximum length of the title is 50 characters; the maximum length of the description is 300 characters.

    To hide the title or the description in the View mode, leave it empty when editing the dashboard.

  10. To add a name for the dashboard, click Untitled at the top and type the name.
    To change the dashboard name later, see Rename a KPI Dashboard.
  11. Click Save & Publish .

The KPI dashboard is saved and appears in the dashboard list. The dashboard is visible to all project users.

Filter dashboards by date and attributes

For details, see Filters in KPI Dashboards.

Add alerts to KPIs

For details, see Add an Alert to a KPI.

Edit KPI dashboards

For details, see these topics:

Duplicate KPI Dashboards

For details, see Duplicate KPI Dashboards.

Delete KPI dashboards

For details, see Delete a KPI Dashboard.

Embed KPI dashboards

KPI Dashboards allow to directly generate embedding URLs for individual dashboards.

Steps:

  1. Open a KPI dashboard that you want to embed.
  2. Click the three dots icon in the top right corner.
  3. Click Embed.
    The Embed dashboard dialog opens.
  4. Select the embedding options. You can:
  5. To acquire the URL, switch to the URL tab and click Copy URL.
  6. To acquire the iframe, switch to the Iframe tab and click Copy Iframe.
  7. Paste the URL or iframe to your application.

For advanced embedding options, see Embed a KPI Dashboard.

KPI Examples

Example 1

Create a KPI to display the number of opportunities created this month (September 2019 in this example), and compare it to the number of opportunities created last month (August 2019):

  1. Drag and drop a KPI to the dashboard.
  2. For the KPI, select the # of Opportunities measure.
  3. Filter by the Opportunities Created date.
  4. Select Compare with → Previous period.
  5. Set the date filter to This month.

Comparison is always performed for the complete previous period.

If you are viewing the KPI dashboard on October 21, 2019, the KPI value is calculated for October 2019 (from the 1st till 21st inclusive) and is compared to the value calculated for September 2019 (from the 1st till the 30th inclusive).

Example 2

Create a KPI to display the number of opportunities closed last quarter (July 1, 2019 - September 30, 2019), and compare it to the number of opportunities closed in the same quarter previous year (July 1, 2018 - September 30, 2018).

  1. Drag and drop a KPI to the dashboard.
  2. For the KPI, select # of Opportunities.
  3. Filter by the Opportunities Closed date.
  4. Select Compare with → Previous year.
  5. Set the date filter to Last quarter.

How the Dashboard Date Filter and Insight Date Filters Interact

When you add insights to the KPI dashboards, they are filtered by the dashboard date filter. The insight may include their own date filters as well (see Create Insights).

To disable the insight filter, unselect the Filter by date option on the right side pane.

KPI dashboard filterInsight filterWhat is used
No date filter
Insight date filter
Dashboard date filter

Dashboard date filter

If the same date dimension is used in both filters.

Both dashboard and insight date filters (the AND operator)

If different date dimensions are used.

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