Manage KPI cards

  • Updated on Nov 29, 2022
  • Published on Nov 17, 2022
  • 1 minute(s) read

You can perform various actions with KPI cards. You can edit, re-order, hide, and delete them.

Edit a KPI card

Follow these steps for standard and user-editable KPI cards:

  1. In a worksheet, select Column and KPI Settings.
  2. Select the KPIs tab.
  3. Select a KPI card to edit:
    • Standard card—You can change the card label, definition, and display format. You also can edit visibility, filters, and refresh behavior.
    • User-editable card—You can change only the card label and definition.
  4. Select Save.
Tip

If you need to edit only the definition of a user-editable card, you can use these alternative steps:

  1. At the top of a worksheet, select Edit on a card.
  2. Make changes, then select Save.

Reorder a KPI card

  1. In a worksheet, select Column and KPI Settings.
  2. On the KPIs tab, drag cards to reorder them. KPI cards at the top of the worksheet match this order.

Hide a KPI card

  1. In a worksheet, select Column and KPI Settings.
  2. Select the KPIs tab.
  3. Select Show on the KPI card name.

Delete a KPI card

  1. In a worksheet, select Column and KPI Settings.
  2. Select the KPIs tab.
  3. Select a KPI card.
  4. Select Delete, then select Yes to confirm deletion.