KPIs – KPI Graphs

Owned by amani imtiyas
Last updated: Nov 12, 2024
3 min read

To view a graphical representation of a KPI, click the Graph tab.

image-20241112-102923.png
Figure 1.1

It displays target and actual information for the reported period, and the previous period. However, you can select the period of the data by defining the dates in the From and To boxes.

You can toggle between normal and cumulative displays by using the ‘DISPLAY CUMULATIVE’/ ‘DISPLAY NORMAL’ tick box.

image-20241112-103028.png
Figure 1.2

This tick box is only visible for KPIs with Normal or Cumulative aggregation. When you view the chart for a cumulative KPI, you can tick the  'Display Normal' box to switch the chart to the normal view. Likewise, when you view the chart for a normal KPI, you would have 'Display Cumulative' tick box to switch the chart to the cumulative view. This tick box will not be available for KPIs with Average aggregation.

Note: The 'from', 'to' and 'display cumulative'/'display normal' functions will not 'save' if you change these. The purpose of the aforementioned options is to be able to view the graph in these options, but not making it a saved default function as the KPI is set up with its default settings from the KPI setup page. (i.e. to show as normal). The changes to the graph options can only be changed and saved as default.

If the KPI is always meant to be shown as cumulative, you can change your KPI Aggregation to be ‘Cumulative’ and then the ‘Display Cumulative’ tick box will always be ticked for the graph view. However, this will also show cumulative targets and actuals in your reporting and all other Viewing areas as well.

Also, you can select the chart type (Static or Interactive) using the My Settings page.

  • Static - The KPI graph used in the previous version.

  • Interactive - KPI graph with Interactivity, newly introduced.

If you are using the static view, you have the following options to change the chart display:

Function

Description

Function

Description

Show/Hide Legend

Toggles the legend on or off.

Chart Type Drop-Down List

Allows to choose from a number of different charts to view the data from (Line/Column/Bar/Area).

Note: Not all chart types are suitable.

Color Scheme Drop-Down List

Allows to select a color scheme for the chart.

A summary of the interactive chart options is given below:

Function

Description

Function

Description

Export as Image

Open or Save the chart as a .PNG file.

Print

Print the chart.

Legend

Toggles the legend on or off.

Chart Type Drop-Down List

Choose from a number of different charts to view the data from.

Note: Not all chart types are suitable.

Color Scheme Drop-Down List

Select a color scheme for the chart.

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