Work with KPI cards

To configure a KPI card with a line item:  

1. Select Configure on a new card, or hover over your card and select Edit . 
   Read how to add a card to a board, worksheet, or report. 
2. Select Line item as the Data source. 
3. Select a Module and a Line item from the dropdowns.  
4. You can: 
   • Enter a Title and Description for your card.
   • Select a Title color.
   • Link the card's title to a page.
   • Set the Text style and Text color.
   • Select a Number scale.
   • Select a Padding style.
5. On the KPI tab, you can configure Conditional formatting: 
   • Select a Value. 
   • Set Minimum, Maximum, and Midpoint color values. Additional midpoints can be added by selecting the plus sign above a midpoint's color swatch. 
   • Enable a Sparkline, and setting the Sparkline color. 

To configure a KPI card with a view:  

1. Select Configure on a new card, or hover over your card and select Edit . 
   Read how to add a card to a board, worksheet, or report.
2. Select View designer to select Custom views, and design a view, or select Module views, a module, and a view.
3. You can: 
   • Enter a Title and Description for your card.  
   • Select a Title color. 
   • Link the card's title to a page.  
   • Set the Text style and Text color. 
   • Select a Number scale. 
   • Select a Padding style. 
4. On the Context tab, you can 
   • Select a Context color.
   • Select a Context location.
   • Configure context selectors.