KPI widget

Configuring KPI widget

1. From the right side of the widget generation page, click the Update Widget Column Configurations icon.

   

2. Configure any of the following:

   

Items	Description
Time axis	Click the field and change the title of the Time axis.
Number	Click the field and you can change the following: Change the title. Set the comparison criteria to either previous period or current period. Refer Setting period comparison for KPI widget for more details.
Not Visualized	Drag and drop items in this section into the Number section to view the KPI in the canvas region.

Setting KPI widget

1. From the right side of the widget generation page, click the Update settings icon.

2. Set the following:

Item	Description
General	Set general details.
Title	Edit the title of the chart.
Subtitle	Edit the subtitle of the chart.
Help message	Type the message that appears when you hover over the help icon.
Number	Set the details of the displayed KPI.
Numeric Notation	Select how numerical values are displayed: Auto: The system automatically determines the most appropriate notation (standard, thousands, millions) based on the magnitude of the data. Thousands (K): Displays values in thousands, abbreviated with K (e.g., 10,000 becomes 10K). Millions (M): Displays values in millions, abbreviated with M (e.g., 1,000,000 becomes 1M).
Decimal Points	Specify the number of digits to display after the decimal point.
Show Date	Displays the date corresponding to the selected KPI period in the KPI widget.
Indicator	Set the details of the KPI trend comparison results.
Numeric notation	Select how numerical values are displayed: Auto: The system automatically determines the most appropriate notation (standard, thousands, millions) based on the magnitude of the data. Thousands (K): Displays values in thousands, abbreviated with K (e.g., 10,000 becomes 10K). Millions (M): Displays values in millions, abbreviated with M (e.g., 1,000,000 becomes 1M).
Decimal points	Specify the number of digits to display after the decimal point.
Show Date	Displays the date corresponding to the KPI comparison results period.
Positive color	Specify the color to display if the KPI is trending positively.
Negative color	Specify the color to display if the KPI is trending negatively.
Spark line	Select the check box to enable the Spark line or the Area chart that displays in the KPI widget.
Positive color	Specify the color to display if the KPI is trending positively on the Spark line.
Negative color	Specify the color to display if the KPI is trending negatively on the Spark line.
Linked reports	Set the details of the dashboard reports you want to view from this widget.
Linked report URL	Paste the URL of the dashboard that you want to view from this widget.
Open in New tab	Specify if you want to view the linked report in a different tab.

Setting period comparison for KPI widgets

Period comparison in KPI widgets allows you to analyze data trends by comparing current and previous timeframes (e.g., month-to-month, quarter-to-quarter, year-to-year). DataGOL displays the current and previous period's metric value and the percentage change, enabling quick identification of performance fluctuations, seasonal trends, and the impact of various factors. For instance, a sales manager can compare this month's revenue to last month's, or a financial analyst can assess year-over-year growth. Highlighting these changes helps users identify issues or adjust strategies based on performance.

To perform KPI period comparison, do the following:

1. Select the specific metric in the workbook that you wish to analyze. This could be sales revenue, customer acquisition cost, website traffic, or any other relevant key performance indicator and create a visualization.

2. Apply a date filter to specify the period you want to analyze (e.g., Last Month, Last Quarter, Last Year). The KPI is displayed.

   

3. In the KPI configuration settings, click the metric and then the Comparison Criteria option and select the desired comparison period:

   • Previous Period: Compares the selected period with the immediately preceding period of the same duration (e.g., this month vs. last month, this year vs. last year).

   • Year period: Compares the selected year with the previous year. The system will display the metric's value for the selected period and the comparison period, along with the percentage change.