You can add a key performance indicator (KPI) card to a board, worksheet, or report page to show the value of a line item in a module. Alternatively, you can display the top-left cell of a view. With a view, you can use filters or show a selection to determine the line item.

To edit cards, select Edit to open your page in designer mode.  

Select Save to save as a draft, or Publish to publish the page. 

To configure a KPI card:  

  1. Select Configure on a new card, or hover over your card and select Edit . 
    Learn how to add a card to a board, worksheet, or report. 
  2. Select the Data source:
    • Line item: select a Module and a Line item from the dropdowns.
    • View: select View designer to select Custom views, and design a view, or select Module views, a module, and a view.

Note: Select Line item as your data source if you wish to configure conditional formatting or a sparkline for your KPI card. 

  1. 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.
    • Select Card settings to switch Allow comments, Allow maximizing, and Background on and off. 
  2. In the KPI tab for cards configured with a line item data source, you can:
    • Set a Card Style. 
    • Configure Conditional formatting: 
      • Select a Value, and select whether you want to apply conditioning to the card text, icon indicator, or both.
      • Set the icon indicator type: 
        • Threshold Indicator: shows an icon according to the value range.
        • Trend Indicator: compares the value to a reference item.
          • Select a comparable line item and select greater, equal, and less than icons. 
      • Set Minimum, Maximum, and Midpoint color values. Additional midpoints can be added by selecting the plus sign above a midpoint's color swatch. 
    • Enable ‌Sparkline, sparkline tooltips, and set the Sparkline color. 
  3. On the Context tab, you can 

Note: KPIs with a number scale of Thousands or Millions round to two decimal places. For example, a value of 1,555,005 displays as:

  • 1,555,005 if you select None as the number scale format
  • 1,555.01K if you select Thousands
  • 1.56M if you select Millions

You can only add a number scale to KPI cards with a numeric value.