Add a KPI card

When you create a worksheet, a Records KPI card is added automatically. The Records KPI card shows the total number of records in the worksheet.

You can define two additional KPI card types: standard and user-editable.

To add a KPI card:

1. In a worksheet, select Column and KPI Settings.
2. Select the KPIs tab, then select Add KPI Card.
3. In the KPI card settings dialog, enter or select information to create a standard or user-editable card.

Standard card

1. In the Label field, enter a descriptive name.
2. In the Value Type dropdown list, select a format for the display of calculated results.
3. In the KPI definition field, enter a formula expression. See a list of valid expressions.
4. Select the Use current filters checkbox to include global (locked and unlocked) and personalized filters in the card's value. Clear this checkbox to include only global filters (locked and unlocked).
5. Select Save.

User-editable card

1. In the Label field, enter a descriptive name.
2. In the KPI definition field, optionally enter a string value.
3. Select Save.