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KPI Target Chart

Ramya Priya Updated by Ramya Priya

Key performance indicators (KPIs) are factors that are used to measure and track progress towards certain objectives, such as sales, revenue, company growth, and customer satisfaction. KPI target charts (aka radial charts) provide information to evaluate the current performance of a team/organization and estimate the distance to reach a specific goal.

Switching to a KPI target chart

  1. Go to the required Vizpad, and click on Edit.
  2. Under Settings -> Configuration, click on the Chart type dropdown and choose KPI target chart.
Switching and setting up a KPI target chart
  1. Fill in the following fields:
  • Measure - Double click or drag and drop the required measure value that needs to be evaluated against the target value.
  • Target
    • Column - Double click or drag and drop the required column which needs to be considered as the target value.
    • Number - Provide the number that needs to be considered as the target value.
  • Display Label as - Choose if you want the label (text at the centre of the chart) to be displayed as Values or Percentage.
  • Tooltip - Double click or drag and drop the column that needs to be displayed in the tooltip on hover (in addition to the measure and target columns). A maximum of five columns can be added.
  • Unused - If irrelevant columns (in this case, a date column) are double clicked, they will be added in this field.
  • Show rows - Specify the number of rows to be considered for preparing the chart. By default, 50 rows will be considered for a KPI target chart.
  • Include null - Check the box to include null values (if any) for the selected columns.

Formatting a KPI target chart

The attributes of a KPI chart can be customized as required. The font (style, color, size) of measure, target column, and target value can be formatted as desired.

  1. Click on the Formatting tab on the rightmost pane.
Formatting tab for charts
  1. Click on Reset to original to clear all the formatting and revert to default settings.
  2. Under Title, provide the required title for the chart. In the dropdowns under Style, choose the font style (normal, light, lighter, bold, bolder), font size and color. The changes done here are applicable only to the chart title.
Formatting the title in charts
  1. Under Chart Colors, choose the required Style (default, sequential, diverging, categorical) from the dropdown. Click on the desired color, and it will be reflected on the chart ring.
Formatting the color palette for the charts
  1. Under Conditional Formatting, enable the toggle.
  • The selected columns for the KPI chart will be displayed in the dropdown. Choose the column that needs to be formatted based on conditions.
  • Select how the column's aggregated value needs to be considered--as a value or percent.
  • Click on Add formatting. Specify the condition (i.e., if the value is from <a number> to <a number>, then color by the chosen color).
  • Click on the trash icon near the color dropdown to delete the condition. Click on Add formatting to include more conditions.
  1. Under Number Formatting, click on the toggle to enable Custom Formatting. Select the required column from the dropdown. The dropdown lists the current columns being used.
  • Separator - Select Yes to include comma between the digits
  • Decimals - Provide the number of digits to be displayed after the decimal point
  • Abbreviation - Choose the type of abbreviation to be displayed for values
  • Prefix - Provide the text to be displayed as prefix
  • Suffix - Provide the text to be displayed as suffix
Number formatting for charts
  1. Select the required Background color for the entire chart.
Changing background color for charts
  1. Under Text formatting, you can apply the following changes for the Measure used:

Value Style - Select the font style (normal, light, lighter, bold, bolder), font size and color for the numbers displayed.

Text - Provide a name to be displayed for the Measure.

Text Style - Select the font style (normal, light, lighter, bold, bolder), font size and color for the name provided under Text.

  1. Enable Measure Aggregation to apply formatting to the aggregation word (e.g., avg, sum etc.). Provide the required font style, font size and color for the aggregation.
  2. Under Connector, you can change the Connector text to be displayed (e.g., "of") and apply the required formatting (font style, font size and color) under Connector Text Style.
Applying text formatting for KPI target charts
  1. Enable Target Column/ Target toggle to apply the following formatting to the target columns used.

Value Style - Select the font style (normal, light, lighter, bold, bolder), font size and color for the numbers displayed.

Text - Provide a name to be displayed for the target column/target.

Text Style - Select the font style (normal, light, lighter, bold, bolder), font size and color for the name provided under Text.

  1. Enable Target Aggregation toggle to apply formatting (font style, font size and color) to the aggregation word used for the target.
Applying text formatting for target values in KPI charts
  1. Under Layout Settings, you can apply the following changes to the label text displayed inside the donut of a KPI target chart.
  • Label Layout - Choose if you want the label text to be aligned in a Horizontal or Vertical manner.
  • Text Scaling - Choose if you want the label text to be changed relative to the size of the chart and length of the text (Auto-scale) or fixed based on the font size provided (User-defined).
Applying layout setting for the text in KPI target charts

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