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Creating KPI Gauges

In this tutorial, you will learn how to a KPI gauge visualization using a sample spreadsheet.

KPIGaugeSimple All
KPI Gauge		TutorialMultipleKPIGauges All
Multiple KPI Gauges
KPIGaugePreviousMonth All
Month-over-Month KPI Gauge		KPIGaugeValuePercentage All
KPI Gauge with Value and Percentage differences
KPIGaugeDifferenceColor All
KPI Gauge with a green marker when the value decreased

Key Concepts​

KPI gauges are meant to display performances and their variation within a given time period. To create them, you will need:

  • One field to be dropped into the Date placeholder of the data editor.

  • One field to be dropped into Value.

Sample Data Source​

For this tutorial, you will use the "KPI View" sheet in the Reveal Visualization Tutorials.

Creating a KPI Gauge​

  1. Choose Edit in overflow menu.

    Edit button in overflow menu

  2. Select the + Visualization button in the top right-hand corner.

    Add new visualization button

  3. Select your data source from the list of data sources.

    Selecting the data source from the list of data sources

  4. Choose the KPI View sheet.

    Selecting a KPI Gauge

  5. Open the Visualization Picker and select the KPI vs Time visualization. By default, the visualization type will be set to Column.

    Select Change Visualization option

  6. Drag and drop the Date field into Date and the Sales field into Value.
    Select KPI Gauge

Creating Multiple KPI Gauges in one Visualization​

In order to create more than one KPI in one visualization, you will need to add a field to the category placeholder of the data editor.

  1. Choose Edit in overflow menu.

    Edit button in overflow menu

  2. Select the + Visualization button in the top right-hand corner.

    Add new visualization button

  3. Select your data source from the list of data sources.

    Selecting the data source from the list of data sources

  4. Choose the KPI View sheet.

    Selecting a KPI Gauge

  5. Open the Visualization Picker and select the KPI vs Time visualization. By default, the visualization type will be set to Column.

    Select Change Visualization option

  6. Drag and drop the Date field into Date, the Sales field into Value and the State field into Category.
    Tutorials-MultipleKPIGauge-Organizing-Data

Changing the Date Comparison Type​

By default, the date type for your KPI Gauge will be Year-over-Year. You can change this by modifying the "Type" field. In order to do so:

1. Access the Settings MenuTutorials-Navigate-SettingsGo to the Settings section of the Visualization Editor.
2. Change the TypeTutorial-Change-Date-TypeBy default, the date type will be set to Year vs previous Year. Select the dropdown next to Time Period, and change the selection to Month vs previous Month.

Changing the Difference Labels for the KPI Gauge​

1. Access the Settings MenuTutorials-Navigate-SettingsGo to the Settings section of the Visualization Editor.
2. Change the TypeTutorial-Change-Date-Difference-LabelBy default, the difference label will be set to Percentage. Select the dropdown next to Show difference as, and change the selection to Value and Percentage.

Changing the Color of the Difference Marker​

The color for the marker in the KPI gauge will be set to green for positive values and red for negative values by default. There might be some cases, however, when you want to represent a decrease as a positive occurrence. In order to change this:

1. Access the Settings MenuTutorials-Navigate-SettingsGo to the Settings section of the Visualization Editor.
2. Change the TypeTutorial-Change-Date-Difference-Marker-ColorBy default, the color of the marker will be set to green. Select the dropdown next to When value increases, and change the selection to red.