Set up a KPI Dashboard

Contents:

Overview

On KPI dashboards, you can:

• Create Key Performance Indicators (KPIs) and configure them.
  KPIs are metrics available in your workspace.
• Add insights from Analytical Designer (see Create Insights).
  To add insights, you must have Analytical Designer enabled. If you do not have Analytical Designer, contact GoodData Support.
• Set up date and attribute filters for the whole dashboard and all its viewers.
  See also How the Dashboard Data Filter and Insight Date Filters Interact.

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:

• Rename a KPI Dashboard
• Edit KPI Dashboards
• Export KPI Dashboards
• Date Filters in KPI Dashboards

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:
   
   • Display or hide the left navigation bar
   • Set the custom height of the embedded KPI dashboard

   • Filter measures and attributes by tags
     To add multiple tags, separate them by a space.

     The tags must include only lowercase characters, uppercase characters, and numbers. For details, see Add a Tag to an Attribute, Add a Tag to a Metric, Add a Tag to a Fact, and Add a Tag to a Dataset.

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.

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.

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.