General

The general tab includes a couple of settings that can be used to customize the view.

Border Width & Border Radius

Use these settings to adjust the look of the KPI cards. Border Width will adjust the width of the Card border, and border radius is the setting for the corners. A border radius of 0 will result in sharp rectangular corners.

Number of Columns (Grid Layout)

Define the number of columns to be displayed in a grid view. By default, KPI cards are arranged into four columns and as many rows as necessary. Reduce the number of columns when creating views for mobile.

Hint: Set the number of columns to 1 for a singular column vertical view (This is especially handy for showing BANs on the side instead of the top):

Sort Logic

Data is sorted by default in the extension, following the default sort-by setting.

In cases you want to display KPI cards in a very specific sorting (or manual sorting), you can select the Tableau Sorting logic, and define the sort-by in the dimension(s) on the marks cards.

Dates in the trend charts always follow the Tableau sorting. This way you can sort dateparts to have the most recent month always shown last.

View Alignment

In PowerKPIs the KPI cards by default align center-center-aligned in the view.

The setting View Alignment allows you to set it to Top-Center, which will align the KPI cards at the top of the view.

This is particularly useful when working with mobile layouts and displaying both a large or small number of KPI cards. To account for a large number of KPI cards, this would result in a very long dashboard, the top-center setting will put the first KPI card at the top of the view.

Action Buttons & Zoom

There are options for hiding action buttons in the view and disable zooming.

This is especially handy in small PowerKPIs implementation, where there is no need to sort or zoom and action buttons would cover the view.

State Parameter

You can use a string parameter to save the current state and this way create custom views on Tableau Cloud/Tableau Server.

The parameter needs to be a string parameter, that is empty and allows all values.

It will store the current state for:

• Expand/Collapse state when using a KPI Tree.

• The selected layout: tree, grid, table

• Selected color theme,

• Sort type and order: Alphabetical sort asc/desc, Numerical sort asc/desc

• State of the action-buttons-bar top-right: open/closed

Data Export for Users

The data export for users setting is disabled by default. Once enabled, it allows users to create both excel and svg exports of the current view.

The excel export comes with a summary view including the callout-values from the cards and a second tab holding the trend chart data.