Dashboards

Dashboard Charts

SimpleKPI offers an array of dashboard graphs, charts and controls to help visualize KPI performance.

Adding Dashboard Charts
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Contents

 

Adding a new graph

In a few simple steps you can populate your dashboard with meaningful charts and graphs:

  1. Click the dashboards Tab
  2. To add a new dashboard click the + icon
  3. To add a new graph or chart click the 'Add a new view' button
  4. From the view drop down menu, select a graph or control type
 

View Edit Screen

The screen will now display the edit mode for your chosen graph type. The screen consists of 4 areas:

  1. The KPI Selector
  2. The Date Control
  3. The Options Menu
  4. The Preview window
  1. To begin editing your graph type select the KPI you wish to use from the Select a KPI drop-down
  2. Choose the period of time you wish to use for this view using the date control
  3. Customize your view by using the options menu
  4. The preview will show how the chart will look before it is added to the dashboard. To add the view to your dashboard click the Add to my Dashboard button

you can move your new view to a new location on the dashboard by clicking and dragging the header bar.

  1. To edit a view click the edit icon located in the top right of each view
  2. To delete a view click the delete icon located in the top right of the view
 

Options

The right hand options menu enables you to customize the chart settings to display the view exactly as you would like to see it.

The options menu comes with the following settings:

  • View Name: Add a name to your view
  • Filter by Users: Show the data filtered by one or many users
  • Filter by Group: Show the data for the selected groups only
  • Size: Choose a size for the view on the dashboard
  • Display by: Either displays the chart by date or by groups
  • Frequency: How you would like to see the dates segmented
  • Graph Type: Choose the graph type you would like to use

Additional Options:

  • Colors: Customize the Target, Actual and Averages for each view
  • Reverse target: Flip the target on the x axis
  • Show target: Toggles the target in the graph on and off
  • Show Average: Toggles the average on and off
  • Use same Y axis: Useful when comparing KPIs, it sets a standard y axis
  • Reduce Y axis: Stretches the graph when values are very similar