KPI Trend
Overview
The KPI Trend chart is a visual representation that compares data groupings over a specific time frame with a similar time frame from a prior period. It helps you to visually analyze the percentage increase or decrease in the aggregated data for a particular period as compared to the same grouping of data from a previous period. When you hover over a point on the chart, it will display the data grouping for that time, as well as the same grouping from the previous period, allowing you to compare the two. At the top of the chart, you will find the total aggregated data for both periods and the percentage change between them.
However, the periods on the chart may not always align with the date range selected from a dropdown menu, because the periods are defined differently. For instance, in the provided example, the first period starts on 7/31, as expected, but the comparable period from the previous month starts on 6/26. This discrepancy occurs because the periods are defined as the last Mondays of the months, so 6/26 is the last Monday of June, and 7/31 is the last Monday of July. Similarly, the end date on the chart is 8/28, not 8/30, because the X-axis dates represent the start of a period. So, 8/28 signifies the ‘Week of 8/28,’ which includes the date 8/30.
Data Configuration
Chart Type
You can read about this section here.
Aggregation
This section is for the field you wish to aggregate for the KPI Trend.
Period Range
This section is for the period over which you wish to view the aggregation. There are a variety of acceptable inputs for this field.
- Preset Values: Today, Last 7 days, Last 4 weeks, Last 3 months, Last 12 months, Month to date, and Year to date.
- Custom Hardcoded Value: Custom Range - You can select a specific start date and end date for this period.
- Dashboard Inputs: Date Range Input, Time Period Dropdown - You can link some UI elements to populate this period, allowing end users to specify the period they are interested in. These UI elements must have default values in order to be usable as inputs in this section.
Comparison Range
This section specifies the comparison period that will be displayed as a line in a secondary color on the trend chart.
Selecting Previous Period
will apply a range based on the length of the Period Range. For example, if the Previous
Range is Last 12 months, the comparison range will be 12 months. The date ranges at the top right and top left corners
of the chart should differ by the length specified in the comparison range.
Grouping
This section specifies the length of the groups on the X Axis. The aggregation will be calculated based on the group. The options for this section are: Hourly, Daily, Weekly, Monthy, Yearly.
Filter
Read about the Filter
section here.
Formatting
Header
Read about the Header
section here.
General
Hide Trend Lines
is toggled on.- Subtitle: This subtitle will appear below the title of the KPI.
- Title Alignment: This section specifies horizontal alignment for the title of this KPI.
Value
Read about the Value
section here.
Trend
- Hide Trend Lines: Hiding the trend lines will turn this visualization into a simplified metric with no line graph. This metric will be similar to a normal KPI, but there will be trend change value below the KPI.
- Main Trend Color: This specifies the color of the line corresponding to the aggregation values in the
Period Range
. - Comparison Trend Color: This specifies the color of the comparison line.
- Trend Decimal Places (trend lines hidden): This specifies the number of decimal places in the KPI value.
- Show Absolute Trend Change (trend lines hidden): This specifies if the trend change is a percentage or absolute number. By default, the trend change will be a percentage.
- Use Trend Tag Format (trend lines hidden): This specifies that the trend change value will have a background color matching the trend change color. By default, this is turned off.
- Reverse Trend Label Colors: This switches the trend change tag colors. Positive changes will be red and negative changes will be green.
URL Link
Read about the URL Link
section here.
No Data Configuration
Read about the No Data Configuration
section here.
Expose Underlying Data
Read about the Expose Underlying Data
section here.