About KPI cards

A KPI card provides at-a-glance information about the impact of proposed changes to existing worksheet values.

You can define two types of KPI cards:

• Standard—Uses a formula expression to calculate results. Its value updates dynamically when you make changes or apply filters in corresponding formula sheets.
• User-editable—Uses a specified value. Filters and worksheet data changes do not impact the value of user-editable KPI cards.

Sample KPI card

In this example, the workbook comprises a Price List Worksheet worksheet and a New Cost worksheet. Column values in the Price List Worksheet are read-only. Orange-highlighted columns display data from other worksheets and workbooks. Green-highlighted columns display calculated formula results of the not-yet-published New Cost versus the currently published Cost.

Values in the Part Number and New Cost columns of the Price List Worksheet come from the New Cost worksheet. You cannot directly edit the New Cost values in the Price List Worksheet. As you pass new data into the New Cost worksheet (or make manual updates), the Price List Worksheet pulls in the Part Number and New Cost values directly from the New Cost worksheet. It populates referenced column data from other workbooks into the other orange-highlighted columns, then performs cost-based calculations that appear in the green-highlighted columns.

The KPI cards at the top of the workbook perform another set of calculations across all data rows in the Price List Worksheet worksheet, providing roll-up KPI metrics that you can review before publishing new costs and prices.

Work with KPI cards

• Add a KPI card
• Manage KPI cards (edit, reorder, hide, or delete cards)