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. Unifier

To create or update KPI cards for data visualizations:

1. Sign in to Unifier with company administration credentials.
2. Go to 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), select Create.
5. On the Create page, specify the following information:
   1. To preview the data before creating the chart:
      1. From the Data Source list, select the data source to use for creating the content item.
      2. From the Preview Project list, select an active project/shell, and then select Preview Data.
   2. From the View Type list, select KPI Card.
   3. In the Name field, enter a name for the KPI card.
   4. (Optional) In the Description field, enter a short description about the card.
   5. 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 most recent 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 earliest date.
      • Sum: Sum of all values of the selected data element.
   6. 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.
   7. For KPIs that display currency and amounts, select the display format as follows:
      1. From the Decimal Places list, select display format for decimal values from 0 to 8 places. Defaults to 2 decimal places. For example, select 2 to display values in nn.dd format.
      2. From the Abbreviation (Show in thousands, millions etc) list, select one from the following:
         • Auto (default)
         • None
         • Thousands (K)
         • Millions (M)
         • Billions (B)
         • Trillions (T)
   8. Make changes as needed to refine the above selections.
   9. After making all changes, perform any of the following actions:
      • To save the chart in a Draft status, select Create Draft, and return to the Content log.
      • To save additional changes made to an existing chart in Draft status, select Update Draft.
      • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
      • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.