Create or Update KPI Cards

Create Key Performance Indicator (KPI) cards to provide various performance metrics of your projects/shells in visualizations. A maximum of eight KPIs can be included in a visualization. You can create these cards from the Content log of the application.

To create or update KPI cards for data visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Click the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), click Create.
  5. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell, and click Preview Data to preview the data you can use to create the card.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select KPI Card.
    4. In the Name field, enter a name for the KPI card.
    5. (Optional) In the Description field, enter a short description about the card.
    6. From the Value list, select a data element from the data source selected above. Displays Count by default.

      For the selected data element in the Value list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. This measure is not applicable to date fields.
      • Sum: Sum of all values of the selected data element.
    7. From the Period list, select a data element to measure time for the data element selected in the previous step. Select any of the following to further specify the time period:
      • No Period: (Default) Does not display a measure of time on the KPI card.
      • Today: Displays today's date in the format based on the user's preferences.
      • Current Month: Displays the month and the year in the format, MONTH YYYY.
      • Current Year: Displays the year on the KPI card in the format, YYYY.
      • Current Quarter: Displays the year on the KPI card in the format, Q<#> YYYY.
    8. Make changes as needed to refine the above selections.
    9. After making all changes, select any of the following actions:
      • Create Draft: Click to create the card in a Draft status and return to the Content log.
      • Update Draft: Click if you are editing an existing card in a Draft status.
      • Cancel: Click to delete the card. You will lose all unsaved changes made to the card.
      • Publish: Click to make the card available to your users for visualizations and return to the Content log.

Related Topics

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Create or Update Pie Charts and Donut Charts

Create or Update Pivot Grids

Create or Update Tables


Last Published Friday, April 11, 2025