Create Dataset Report KPI Visualization

As a component in Dataset Reports, KPI Visualization is a convenient way to obtain more insights about your data in a straightforward and illustrative manner. This feature has been designed to:

  • Provide an ability to view more than one Metric charted line at once to explore trends and dynamics
  • Apply Standard Deviation and Average graphs to illustrate unusual highs/lows


  • Existing Report created from a Dataset that includes dates. This is required to be able to build an X-axis. These can be either Snapshot Dates or any column with date values.

1. Add KPI Visualization

Access Content > Elements > Reports > Report Name Link > Content Tab

  1. Drag and drop the KPIs component to the frame to enable the KPI Visualization popup on the right

2. Define the Basics

  1. Input a descriptive name for the Visualization
  2. Choose the required date column from the drop-down to build the X-Axis
    • Reports built from snapshot Datasets will also include Snapshot Date as an option.
    • NOTE: Snapshot Date will not be available as an option for Reports that are sourced from Views with "Last Two Instances"/Track Changes.
  3. Optionally, choose Default Zoom for data display on a chart
    • These options are Charting Intervals that depend on the source Dataset's Measurement Interval. For example, if a Dataset is measured Daily, the drop-down will include all Charting Options that include "Daily" in their Measurement Interval list. Find Charting Intervals under Admin > System > Charting Options > Intervals.  
  4. Specify if you want to Link Visualization to Data Table
    • When enabled, Table fields become clickable to allow for filtering data on a chart based on your selection
    • In case there is more than one Table in a Report, there will be a Table drop-down below this option; however, only one Table can be linked to a Visualization.
  5. Optionally, drag column names from under Columns to add Dimensions. Order Dimensions by dragging them.  Columns can contain any data type.
    • This step does not require configuring Dimensions and will not create new Dimensions in the system.
    • You can also:
      • Change Display Name
      • Show/Hide the Filter on a chart
      • Include/Exclude the "All" option from the filter drop-down
  6. KPIs must include at least one value that is a measurement. Drag a column name from under Columns OR add a Derived KPI (see the following step). Order KPIs by dragging them.
    • NOTE: Columns must contain numeric data types. Data for these Columns will be aggregated by sum.
    • You can also:
      • Change Display Name
      • Change Display Mask
      • Change the line color
  7. Optionally, add Derived KPI. Derived KPIs include values that do not exist in a Dataset itself but are calculated from one or more existing numeric fields via basic arithmetic expressions and non-aggregate numeric functions.

3. Configure Deviation and Average Lines

  1. Specify if you want to Show Standard Deviation Band. If yes, define the following settings:
    • Specify a number of Standard Deviations
    • Customize the line
  2. Specify if you want to Show Average Line. If yes, define the following settings:
    • Customize the line
    • Specify the range for counting the average value

4. Customize Height and Spacing

Optionally, customize the height of a single chart and spacing them

5. Define Additional Configurations

  1. Specify if you want to show the Visualization in Report Viewer
  2. Specify if you want to include the Visualization in an email and how many unique combinations of Metrics to show.
    • Be mindful about your choice, since setting large numbers can affect email generation and delivery times.
  3. Specify if you want the Visualization to be included in attachments with Alert Digests, Favorites, and Bursts.
    • File type can be configured on the Distribution tab.
  4. Get embed code for embedding the Visualization in custom web pages
  5. [Apply]

6. Verify the Result

Here's an example of a KPI Visualization according to the settings above.

NOTE: By default, the Visualization shows data aggregated by sum.

From the Visualization Viewer, you can:

  1. Show/Hide a chart by using the corresponding checkbox
  2. Filter data display by using Dimensions
  3. Zoom in/out the display of data by using the available time intervals
  4. Show/Hide the Visualization on the Report Tile
  5. Hover over any point on the line to show more details
  6. Edit or delete the Visualization
  7. [Save] the changes