How to do it…

  1. Go to the App overview and create a new sheet.
  2. Name the sheet KPI and open it.
  3. Go to Edit mode by clicking on .
  4. Drag the  object from the assets panel onto the sheet.
  5. Next, add the following measure:
(Sum(Sales)-Sum(Target))/Sum(Target)
  1. Name the label Sales vs Target.
  2. Once we add the measure, we can see a host of properties, such as number format, color, and so on, for the measure directly beneath the Expression editor box.
  1. For the measure, change the Number formatting to Number and select the percentage format (12.3%) from the available formats under the dropdown.
  2. Next, add the limits to define colors. Switch on Conditional colors.
  3. Click on Add limit and set the limit under the function to 0.
  4. Click on the first segment of the color bar and set the color as red with the symbol. Click on the second segment of the color bar and set the color as green with the  symbol.
  5. The KPI object appears as follows:

  1. Under Appearance, click on General, switch on Show titlesand add the title Sales vs Target.
  2. Add the subtitle as follows:
IF(getselectedcount(Country)>0,Country,' ')
  1. Next, go to the Presentation dropdown and uncheck Show title.
  2. Add the Filter pane object from the assets panel on the sheet and select the dimension as Country. Select different countries to see how your organization is faring with respect to each country:

  1. Next, we will link our KPI object to a sheet that shows detailed reports.
  2. Create a new sheet called Reports.
  1. Create a Table report on the reports sheet with Country as the dimension and the following measures:
    • Sum(Sales): Label it Sales.
    • Sum(Target): Label it Target.
    • (Sum(Sales)-Sum(Target))/Sum(Target): Label it Sales vs Target. For the measure, change the Number formatting to Number and select the percentage format (12.3%) from the available formats under the dropdown.
  2. Move back to the KPI sheet and enter Edit mode by clicking on .
  3. Select the KPI object. This will activate the Properties panel on the right.
  4. Under Appearance, go to Presentation and switch on Link to sheet. Under Select a sheet, select the Reports sheet and click on .
  5. When we click on the KPI object in the user interface, it directs us to the reports sheet where you can analyze all the sales and target figures for each country:

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset