Create or Edit KPI Cards for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Note:

A maximum of eight KPIs can be included in a visualization.

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

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode.
   For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   If configured, access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. From the Visualization list, just below the User mode indicator, select a visualization.
4. In the Visualizations log (right pane), perform one of the following actions:
   • Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
     1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
     2. From the Preview Project list, select an active project/shell and then select Preview Data.

   or

   • Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
5. On the Create or Edit page, specify or update the following information:
   1. From the View Type list, select KPI Card.
   2. In the Name field, enter a name for the KPI card.
   3. Optional: In the Description field, enter a short description about the KPI card.
   4. 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.
   5. 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.
   6. To configure a trend for snapshot-based Cost Sheet data, do the following:
      1. Verify that the Data Source is a CBS Cost Sheet and you have selected a Value column.
      2. In the Trend section, enable Spark Chart. As you configure the following settings, the preview displays the current KPI value plus the Spark Line and selected trend color. Columns not included in snapshots or that are hidden are used to plot the trend chart data. If no snapshots exist, Spark Chart is disabled and displays No snapshots available for this Project Cost Sheet. If participating projects have different snapshot schedules, Spark Chart is disabled and displays Projects in this rollup use different snapshot schedules, so a combined trend isn't available.
      3. Select any of the following settings:
         • Number of Last Snapshots: Specify a whole number between 1 and 999.
         • Preview Snapshot Data: Select this option to view the snapshots that are included in the KPI. This is available only when the system can resolve the requested set for single-project or cross-project data.
         • Upward Trend Color: Display the trend in Red or Green. The color is applied according to the direction from the first plotted value to the last plotted value.
         • Downward Trend Color: Display the trend in Red or Green. The color is applied according to the direction from the first plotted value to the last plotted value.
   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 (default) to 8 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.
6. After making all changes, perform any of the following actions:
   • If you created a KPI card, select Create, and return to the Edit page.
   • To confirm all the changes made to the edited card, select Update, and return to the Edit page.
7. On the Edit page, select Save to update the visualization with any created or edited content.