KPIs

CDP Data Visualization enables you to create KPI visuals.

KPI visuals return values to emphasize particular areas of dashboards or applications. They can be used to provide section titles, totals for segmented data, draw attention to aggregation results, and so on.

The following steps demonstrate how to create a new KPI visual representation on dataset Customer Value Analysis. This dataset is based on data previously imported into Arcadia from the datafile customer-value-analysis.csv.

For customization options, see KPI settings.

For an overview of shelves that specify this visual, see Shelves for KPI visuals.

  1. Start a new visual based on dataset Customer Value Analysis; see Creating a visual.
  2. In the visuals menu, find and click KPI.
    selecting single value chart type
    selecting single value chart type
  3. Note that the shelves of the visual changed. They are now Dimensions, Measure, Compare To, Label, Tooltips, X Trellis, Y Trellis, and Filters.

    There are no mandatory shelves for KPI visuals. Instead, the primary measure appears either on the Dimension or the Measure shelves.

    shelves of KPI visual type
  4. Populate the shelves from the available fields (Dimensions, Measures, and so on) in the Data menu.
    1. From Measures, select Customer Lifetime Value and place it on the Measure shelf. Ensure that the aggregate is set to Average.
    2. From Measures, select Total Claim Amount and place it on the Compare To shelf. Ensure that the aggregate is set to Average.
    3. From Measures, select Record Count and place it on the Label shelf. Proceed to change the expression on the shelf to the following calculation:
      concat("Records: ", cast(sum(1) as string)) as 'Record Count'

      The expression may be different, depending on the target data repository.

    4. Place the fields Gender and Marital Status (both under Dimensions) on the X Trellis and Y Trellis shelves.
  5. Click Refresh Visual.
    populated shelves of the KPI visual
  6. The KPI visual appears.
    Complete KPI visual
  7. Click (pencil icon) next to the title of the visualization to edit it, and enter the new name.
  8. Change the title to KPI by Gender and Marital Status.
  9. At the top left corner of the Visual Designer, click Save.