How do I add KPI Widgets to my Zerion Reports Dashboard?

zerion reports

---

How do I add KPI Widgets to my dashboard?

The Zerion Reports dashboard offers a widget-based model for creating single number charts. These are called KPI Widgets. You can use these widgets to highlight any key metric in a dashboard.

To add KPI Widgets to your Zerion Reports dashboard, please follow the instructions below.

Click images to enlarge.

---

step 1

From the left-hand side, load the dashboard you want to add text to.

step 2

Click the Edit Design button.

step 3

Click the Add Widget button.

The Widget Editor will open.

step 4

The Data tab of the Widget Editor provides options from which to choose the type of widget and the associated columns.  Choose the widget type under Select Layout.

You can also view each template with sample data by clicking the Show Sample link that appears on mouse over.

step 5

Select the columns required for your calculation in the Select Column section.  

In the Data Column drop-down, select the data column that you want to display in the widget (A) along with the calculation function to apply over it (B).

step 6

In the Group By drop-down, select the column by which the above-mentioned data column value should be grouped.

step 7

Based on the type of layout that you choose, you may have to provide additional information to create the widget. This will be provided by the Show Value As section.

step 8

Click the Filters tab.  

Within this tab, you can filter the data as required, by dropping the columns into the filters area and selecting the appropriate values.

step 9

Click the Settings tab. 

The following are the settings  available.

• Primary Value - This section provides options to customize the primary value displayed.
  • Label - You can customize the following aspects of the label.
    • Name - Specify the name to be displayed as a label.
    • Font - Customize the font style of the label as needed.
  • Value - Customize the font style of the value displayed.
• Secondary Values- This section provides options to customize the secondary value.  
  • Label - Specify the data to be displayed as a secondary value. You can customize the font style of the label as needed.
• Comparison Indicator- Using this you can configure the indicator icons and color that are to be shown in the widget when the Primary value is lesser than or, greater than or equal to 0. This has two options.
  • Icon - Choose the icon type and color.
  • Value - Choose the color for the primary value to be displayed.

step 10

Once you've finished entering your settings, click Apply.

You'll now see the KPI Widget on your dashboard.