Manage KPI cards

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.

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.