KPI Widgets

KPI Widgets

Zoho Reports offers a widget-based model for adding single numbered widgets and chart type widgets within dashboards. These are called KPI Widgets. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can be accompanied with associated comparison indicator or plotted against a target to show progression.

Zoho Reports offers 2 types of KPI widgets

  1. Single number widgets - Single number widgets are used to display a single numeric value in a formatted text. It can also be accompanied with comparison indicators.
  2. Chart type widgets - Chart type widgets enable you to highlight a data metric using chart visuals.

Adding Single Number Widgets

Zoho Reports offers a widget-based model for creating single number charts within dashboards. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend. Zoho Reports currents offers 6 types of single number widgets with or without comparison indicators.

   

Adding a Widget

You add a new KPI widget by clicking the Add Widget option on the toolbar. The Widget Editor will open.

The Data Tab

The Data tab provides options to add primary key performance indicator and the secondary values to support it.

  1. The Data tab of the Widget Editor provides options to choose the type of widget and the associated columns.
  2. Choose the widget type under Select Layout. You will find six templates.
    You can also view each template with sample data to make a better choice by clicking the Show Sample link that appears on mouse over.

  3. Select the columns required for your calculation in the Select Columns section. Zoho Reports will return a single value based on the columns and function selected in this section. 
    1. In the Data Column drop-down select the data column that you want to display in the widget along with the calculation function to apply over it.
    2. In the Group By drop-down select the column by which the above-mentioned data column value should be grouped. 
  4. Based on the type of layout that you choose, you might have to provide additional information to create the widget. This is to be provided in the Show Value As section.
    1. The Primary Value drop-down allows you to apply a summary function over the data column dropped. The computed value will be displayed as the main value (primary value) of the widget.
    2. The Secondary Value allows you to apply an additional function over the data column and display it along with the primary function. 

For instance, if your primary metric is total sales, you can also choose to display the maximum and minimum sales values alongside the main value by selecting the appropriate template. Up to two secondary values could be displayed along with the primary value based on the template you choose.

Zoho Reports also allows you to format the value displayed using the Format link. To know how to format a column, refer here

The Filters Tab

In the Filters tab, you can filter the data as required, by dropping the columns into the filters area and selecting the appropriate values. The filtering option works the same way as it works for charts.

filters

The Settings tab

The Settings tab provides options to format the widget. With this you will be able to customize the label name, font and the comparison indicator.

The following are the settings available.

  • Primary Values - 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 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 - You can use this option to color the primary value.

Parametrized Format

  •  Zoho Reports allows you to specify Labels for both Primary Value and Secondary Values in a parameterized format, enabling you to display dynamic values in the dashboard widget. The following is the given format to specify a parametrized format.

${ColumnName}.LABEL -  Refers to the default label of the column used.
${ColumnName}.VALUE - Refers to the corresponding functional value of the
column used.
${OPERATION} - Refers to the corresponding Show Value As operation.

The following screenshot shows a sample dashboard with KPI widget.

Chart type Widgets

The chart type widgets of Zoho Reports enables you to highlight your data metric using chart visuals. These are different from the actual charts and are focussed on displaying a single value. Currently, Zoho Reports supports two type of Chart Widgets.

  

  1. Bullet Chart
  2. Dial Chart

Bullet Chart

A Bullet Chart is best suited to highlight a metric and compare it with a target value. You can also specify qualitative ranges of performance, such as poor, satisfactory, and good. The qualitative ranges are displayed as varying intensities of a single hue. Click here to learn more about bullet charts.

A Bullet widget in Zoho Reports looks as shown below. The red arrows in the image highlight the various components of the bullet chart.

Dial Charts

The Dial is used to indicate the current value of a metric in a given range. Although similar to a Bullet Chart it displays the values in the form of a Dial.  You can also specify qualitative ranges of performance, such as poor, satisfactory, and good. A typical Dial Charts consists of a Value, Target, Range and a Needle.

Shown below is a sample Dial Chart. The red arrows in the image highlight the various components of the dial chart.

Adding Chart Type Widgets

Let us now see how to create a simple Bullet widget to display the sales done this year.

Data Tab

1. Select Widget

  • In the Select Widget section, select Bullet Chart.

2. Select Columns:

  • In the Select Columns section, select the Data Column and the Group By column. In our example, we are selecting Sales (Sum) in the Data Column and Grouping it by the Date column.

3. Select Metrics:

  • The Value drop-down allows you to apply an advanced summary function such as sum, avg, min, max etc over the selected Data column.
    • You can also specify the primary value as a percentage of the data column. Click on the % button to mention the percentage. This multiplies the value by the mentioned factor.
  • The Target drop-down allows you select a target. You can either apply the summary functions or specify a constant value in this field.
  • The Maximum Range section allows you to set a maximum range for the widget. You can either choose to apply the summary functions or specify a constant value in this field.

Filters Tab

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

Settings Tab

The Settings tab provides options to format the widget. With this, you will be able to customize the various aspects of the Bullet Chart.

Label Settings

  • Label: You can change the name that appears in the top of the widget.
  • Font: You can also customize the font, font size and the color of the text.

Widget Settings

  • Data Column: You can change the color and bandwidth of the data column. The Maximum bandwidth that you can have is 200px.
  • Target Marker: You can customize the color, size and the type of the target line.
  • Orientation: You can customize the orientation of the Bullet Chart.

   

  • Show Min/Max label - Use this option if you want to display the minimum and maximum value.
  • Show data label - Use this option to display the label of the primary data value.

The Ranges section allows you to customize the bandwidth and the colors of the ranges. Ranges are hues that are displayed in the background of the bullet to better highlight the primary value. One such example is to specify performance in terms of  poor, satisfactory, and good.

  • Maximum Range: Specify the color and bandwidth for the maximum range. The maximum bandwidth that you will be able to select is 200. 
  • Ranges: You can set the ranges as either As Percentage or As value. You can set a maximum of 5 ranges. To add/delete a range, click on the + or - button.  
    • If you wish to specify the range as a percentage, select As Percentage from the Ranges dropdown. This displays the range as a percentage in comparison with the maximum range.
    • If you wish to specify the range as a value, select As Value from the Ranges dropdown and mention the value.
  • Once you set the necessary settings click Apply. Shown below is the sample widget that will get added in your dashboard.

Dial Chart:

The options to create a dial chart is similar to creating a  bullet chart. Except that, the Settings tab allows you to customize the look and feel of the needle in your dial chart.