Create or Edit KPI Cards for Visualizations in Projects/Shells

Create or edit 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.

To create or edit KPI cards for visualizations in a project/shell (Admin mode):

Sign in to Unifier with project/shell administration credentials.
Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), select any of the following actions:
- Click Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log and then click Edit. Proceed to step 5.
In the Edit page, click Edit ( )for a KPI card in the visualization layout. Proceed to step 6b.
In the Create or Edit page, specify or update the following information:
1. From the Preview Data list, select an active project or shell and click Preview Data to preview the data you can use to create or update 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 KPI 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) 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. For date fields, displays the minimum date.
  - 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.
After making all changes, select any of the following actions:
- Click Create if you created a KPI card and return to the Edit page.
- Click Update to confirm all the changes made to the edited KPI card, and return to the Edit page.
In the Edit page, click Save to update the visualization with any created or edited content.

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