Adding KPI visualizations

To add the KPIs of Sales $ and Avg Discount % to the sheet, we have two options, as follows.

The first option is to add the KPI visualizations to the Master items library, and add them to the new sheet:

  1. Go to the dashboard sheet.
  2. Add the KPI visualizations of Sales $ and Avg Discount % to the Master item.
  3. Name them KPI Sales $ and KPI Avg Discount %, respectively.
  4. From the visualization section in the Master items library, simply drag and drop each of the KPIs into the top end of the sheet.

The second option is to copy and paste the KPI visualizations between sheets:

  1. Go to the dashboard sheet.
  2. Select the KPI visualization for Sales $.
  3. Press Ctrl C or right-click on the visualization object and select Copy in the context menu.
  4. Go back to the Customer Analysis sheet.
  5. Press Ctrl V or right-click in the empty area of the sheet and select Paste in the context menu.
  6. Repeat the same steps for KPI Avg Discount %.
Note that if the KPI visualization was created using chart suggestion, you will need to disable the chart suggestion switch to allow the visualization to be added to the Master items library.

The sheet editor will look like what's shown in the following screenshot:

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