Add a KPI card to a board

Use a KPI card to display the value of a line item in a module. Alternatively, you can choose to display the top-left cell of a view. With a view, you can use filters or show a selection to determine the line item. KPI cards are useful if you want to emphasize the value of an important cell.

If you want a sparkline on your KPI card, then select a line item as the data source.

You can add a KPI card using a line item in a module, or a view data source.

Add a KPI card with line item data

To add a KPI card with line item data:

1. Open the board in designer mode.
2. In the Add card section of the side panel, double-click the KPI tile, or drag it onto the board.
   By default, the card displays, full width, at the top of the board.
3. Click Configure KPI on the KPI card.
   The Card configuration panel displays with the Overview tab active.
4. Select Line item as the Data source type.
5. Choose a Module and a Line Item.
   The card displays the value of the line item.
6. Optionally, configure:
   • the Title.
     A default title generates from the name of the view, but you can edit it.
   • the Description.
     Your description displays as a hint when you hover your cursor over the information icon (i) on the published card.
   • the Link to a page dropdown menu.
     When the page is published, the title links to the selected page.
   • Context selectors.
   • a Text style.
   • a number scale and a sparkline, if you have a numeric KPI on a time dimension.
   • conditional formatting, from the KPI tab.
7. Click Publish.
   Your KPI card is available.

Add a KPI card with view data

1. Open the board in designer mode.
2. In the Add card section of the side panel, double-click the KPI tile, or drag it onto the board.
   By default, the card displays, full width, at the top of the board.
3. Click Configure KPI on the KPI card.
   The Card configuration panel displays with the Overview tab active.
4. Select View as the Data source type.
   The View dialog displays.
5. Choose:
   • Custom views, and design a view; or
   • Module views, a module, and a view.
6. Click Update to close the View dialog.
   The card preview displays the value from the top-left cell of your chosen view.
7. Optionally, configure:
   • the Title.
     A default title generates from the name of the view, but you can edit it.
   • the Description.
     Your description displays as a hint when you hover your mouse cursor over the information icon (i) on the published card.
   • the Link to a page dropdown menu.
     When the page is published, the title links to your selected page.
   • Context selectors.
   • a Text style.
   • a number scale and a sparkline, if you have a numeric KPI on a time dimension.
   • conditional formatting, from the source module.
8. Click Publish.
   Your KPI card is available.