Creating KPI Gauges

In this tutorial, you will learn how to a KPI gauge visualization using a sample spreadsheet.

KPI Gauge	Multiple KPI Gauges
Month-over-Month KPI Gauge	KPI Gauge with Value and Percentage differences
KPI Gauge with a green marker when the value decreased

Access the links below for the KPI gauge view walkthroughs:

How to create a KPI Gauge
How to create multiple KPI Gauges in one visualization
How to change the date type for the KPI
How to change the difference labels for the KPI
How to change the color for the difference marker in the KPI

Key Concepts

KPI gauges are meant to display performances and their variation within a given time period. To create them, you will need:

One field to be dropped into the Date placeholder of the data editor.
One field to be dropped into Value.

Sample Data Source

For this tutorial, you will use the "KPI View" sheet in the Reveal Tutorials Spreadsheet.

Note	NOTE Excel files as local files are not supported in this release. In order to follow these tutorials, make sure you upload the file to one of the supported cloud services or add it as a Web Resource.

Creating a KPI Gauge

1. Create a Dashboard		In the dashboard viewer, select the + button in the top right-hand corner of the "My Dashboards" screen. Then, select "Dashboard" from the dropdown.
2. Configure your Data Source		In the New Visualization window, select the + button in the bottom right corner and select your data source.
3. Select the Tutorials Spreadsheet		Once the data source is configured, select the Reveal Tutorials Spreadsheet. Then, choose the "KPI Gauge" sheet.
4. Open the Visualizations Menu		Select the grid icon in the top bar of the Visualizations Editor.
5. Select your Visualization		By default, the visualization type will be set to "Grid". Select the Sparkline chart.
6. Organize your Data		Drag and drop the "Date" field into "Date" and the "Sales" field into "Value".

Creating Multiple KPI Gauges in one Visualization

In order to create more than one KPI in one visualization, you will need to add a field to the category placeholder of the data editor.

1. Create a Dashboard		In the dashboard viewer, select the + button in the top right-hand corner of the "My Dashboards" screen. Then, select "Dashboard" from the dropdown.
2. Configure your Data Source		In the New Visualization window, select the + button in the bottom right corner and select your data source.
3. Select the Tutorials Spreadsheet		Once the data source is configured, select the Reveal Tutorials Spreadsheet. Then, choose the "KPI Gauge" sheet.
4. Open the Visualizations Menu		Select the grid icon in the top bar of the Visualizations Editor.
5. Select your Visualization		By default, the visualization type will be set to "Grid". Select the Sparkline chart.
6. Organize your Data		Drag and drop the "Date" field into "Date", the "Sales" field into "Value" and the "State" field into "Category".

Changing the Date Comparison Type

By default, the date type for your KPI Gauge will be Year-over-Year. You can change this by modifying the "Type" field. In order to do so:

1. Access the Settings Menu		Go to the Settings section of the Visualization Editor.
2. Change the Type		By default, the date type will be set to Year-to-Year. Select the dropdown next to Type, and change the selection to Month-over-Month.

Changing the Difference Labels for the KPI Gauge

1. Access the Settings Menu		Go to the Settings section of the Visualization Editor.
2. Change the Type		By default, the difference label will be set to "Percentage". Select the dropdown next to Show difference as, and change the selection to Value and Percentage.

Changing the Color of the Difference Marker

The color for the marker in the KPI gauge will be set to green for positive values and red for negative values by default. There might be some cases, however, when you want to represent a decrease as a positive occurrence. In order to change this:

1. Access the Settings Menu		Go to the Settings section of the Visualization Editor.
2. Change the Type		By default, the color of the marker will be set to green. Select the dropdown next to When difference is positive, and change the selection to red.

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