Configure Visualization
Depending on the selected data structure, you need to map a few fields to configure the visualization.
KPI Dimension (and Parent KPI Dimension)
For Grid layout options 1 & 2, map the relevant KPI dimension (e. g. 'Segment' if you want to create a card for each segment). If you want to create KPI cards for combinations of for example two dimensions (e. g. 'Segment' and 'Region'), create a calculated field first and concatenate the two fields (e. g. [Segment]+" | "+[Region]) and use this field as your KPI dimension.
For Tree layout option 1, additionally set the parent KPI dimension.
KPI Values
PowerKPIs can cope with different ways of storing different scenarios.
When different scenarios (such as Actual, Budget, and Forecast) are stored in different columns (for example, in the Option 3 grid layout), Measure Names is the field that defines the scenarios.
Adjust the KPI Card label to group measures into one card.
Adjust the Measure Name to show custom labels for your scenarios.
Set the Role BAN to map scenarios to the main big number (Main), or to two optional comparison values (Comp 1 and Comp 2).
Set the Role Chart to map scenarios to be used in the trend chart (Main and Comp 1).
Additionally, an auto-generated comparison to the previous value is shown in most layouts.
If different scenarios are stored in a dimension (e.g. in Option 4 Grid Layout), this dimension in combination with Measure Names is the field that defines the scenarios.
You can also customize labels and define roles for each of these options.
Map the scenario field to define the KPI values.
Bulk assign roles to the scenario field values.
Adjust the Scenario & Measure to show custom labels for your scenarios.
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