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Creating a spot, categorical, or time KPI report

This topic discusses how you can create the following types of KPI reports:

  • Spot KPI report—Sets a KPI without displaying additional information, other than the value itself.
  • 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.
  • Time KPI report—Shows a trend according to time-series data, rather than real-time trends. You can also show more details in the report (like a Categorical KPI).

Related topic

Displaying-incident-priorities-by-color-in-a-time-series-chart

To create a KPI report

  1. Click the Create menu on the main navigation bar:
    CreateButton.png
  2. Select Report from the menu.
    CreateMenu.png
  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, for a Spot KPI report:

    1. Drag the 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. 

    For a Categorical KPI report:

    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. 

    For a Time KPI report:

    1. Drag the Month field into the Columns list.
    2. Drag the Invoiced Amount field into the Columns list.
  5. Click Filters >  Advanced Settings.
  6. Click Define Value, and select the required values.
  7. Click Submit. 
  8. In the Design tab, on the toolbar, click KPI KPIicon.png.
  9. Enable the KPI Functionality option to display the components required for the KPI:
    1. Turn on the KPI Functionality toggle.
    2. Set the required KPI Type.
    3. Set the required KPI Metric.
    4. Set the required value for Desired Trend.
    5. Set the required Target Type and Target.
  10. Click Conditional Formatting ConditionalFormatting.png.
    1. Select the column.
    2. Make the required changes in the Setup section.
  11. Click Report > Save.
  12. Enter a name and description for the KPI report.
  13. Set the required values for Folder and Sub Folder.
  14. Save the report.
    For more information about saving the report, see Saving-and-providing-access-to-reports.

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

 

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