Getting started with the Dashboard Extension

If you are using the PowerKPIs dashboard extension, you need to create a source sheet first.

For Grid Layouts

1. Create a worksheet with the data you want to use in PowerKPIs
2. Add your measures to Details
3. Add a Date field to Details
4. (Optional) Add a KPI dimension (e.g. Segment) to Details
5. Add the worksheet to your dashboard
6. Reload the extension using the reload button in the extension menu
7. Click ⚙️ and configure your PowerKPIs
8. Have fun!

For Tree Layouts

1. Create a worksheet with the data you want to use in PowerKPIs
2. Add your measures to Details
3. Add a Date field to Details
4. For recursive data (parent-child), add a KPI and Parent KPI field to Details
5. For hierarchical data, add the hierarchy fields to Details in the correct order
6. Add the worksheet to your dashboard
7. Reload the extension using the reload button in the extension menu
8. Click ⚙️ and configure your PowerKPIs
9. Have fun!

Make sure to add only that level of detail to the source sheet, that is also needed for your KPI cards.