Creating a categorical KPI report

A categorical KPI report splits what is displayed on the tab into categories when viewed as a report. You can break up the value into categories for further examination.

To create a categorical KPI report

1. Click the Create link on the main navigation bar:
   
2. Select the Report option from the menu.
   
3. On the New Report page, select the view.
4. On the Data page, add the metric field to be monitored by the KPI to the report, for example:
   
   1. Drag the Demographic and Invoiced Amount field into the Columns list.
   2. Drag the Invoiced Date field into the Filters list to make sure that the data is restricted for each refresh. 
5. Click Advanced Settings under Filters.
6. Click Define Value, and select the required values.
7. Click Submit. 

8. Click the Output tab, and click the KPI button ().

9. Enable the KPI Functionality option to display the components required for the KPI:
   
   1. Set the required KPI Type.
   2. Set the required Keyed On value.
   3. Set the required KPI Metric.
   4. Set the required value for Desired Trend.
   5. Set the required Target Type and Target.
10. Set the values for Conditional Formatting Alerts displayed to the left of the KPIs on the Dashboard:
    
    1. Click on the Setup section to open the available settings. 
       You can define alerts by using the icons or by using the Cell or Text options to display a block of color rather than an image.
    2. Set the required value for the Style and Ticks options.
    3. Define the required value for Type to compare the value in the cell to the alert values to check the rule.
    4. Click on the Alerts section to open the alert rules list to define the following conditions:
       • Less than 12000000
       • Between 12000000 and 15000000
       • Greater than 15000000
11. Click the Refresh section to open the scheduling area, and then open the KPI menu.
    1. Set the required Refresh Settings to be updated.
    2. Set the required value for Schedule.
    3. Close the KPI menu.
12. Click Report > Save on the main navigation bar.
13. Enter a name and description for the KPI report.
14. Set the required values for Category and Sub Category.
15. Click Activate.

You can now add the KPI report to the KPI Dashboard tab. For more information, see KPI Tabs in the Yellowfin documentation.