Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Create Static Report
- Create Tabular Report
- Create Parameterized Report
- Create Master-Detail Report
- Create Pivot Report
- Create Report with Chart
- Styles and Themes
- Expression Editor
- Report Templates
- Working with Dashboards
- Dashboard Designer
- Selecting a Dataset
- Data Attributes
- Dashboard Scenarios
- Charts and KPIs
- Calc Charts
- Containers and Components
- Dashboard Appearance
- Preview Dashboard
- Export Dashboard
- Data Analysis and Interactivity
- View and Manage Dashboards
- Governing Data and Resources
- Create Data Source
- Data Source Connections
- Create Dataset
- Create Semantic Model
- Secure Data Management
- Create Floor Plan
- Upload Resources
- Using Dashboard Designer
- Section 508 Compliance
Wyn Enterprise: KPI Chart
KPI Charts are the key performance indicators in a dashboard where the performance is measured and presented in the form of KPIs. Use these charts to display the KPI value, the difference between the actual and target values, and their difference percentage as well. You can either set a data attribute from the dataset as a target value or specify your own custom value as a target value in the Inspector tab.
The following KPI Chart measures actual revenue with respect to planned revenue.
Design a KPI Chart in Wyn Enterprise
From the Dashboard Toolbox, open the Data Visualization node and drag-drop the KPI Chart scenario onto the design area.
Bind Dataset to Chart Scenario
With the scenario selected, from the Data Binding tab, select the dataset. Once the dataset is successfully loaded in the designer, the data binding panel automatically expands and displays the data attributes available in the dataset.
The following image shows the chart scenario bound to 'RetailDataset' dataset.
On dragging and dropping the data attributes to the data binding area of the scenario, the chart is plotted accordingly, with a default chart title on the design area.
Format Data Attributes
To format the data attributes and control the display of data, you can perform a variety of operations such as renaming, modifying data format and display unit, creating a hierarchy field, applying an aggregation method, etc.
For more information about these operations, see Data Attributes.
In the following chart scenario, average aggregation method is applied to the data attribute to show the average sales revenue.
Wyn Dashboards scenarios support rich data analysis and exploration capabilities that can help analyze massive amounts of information and make data-driven decisions. For example, adding filters to the scenarios, applying conditional formatting, etc. Note that you can apply all these operations using the Action Bar corresponding to each scenario in the designer.
For more information, see Data Analysis and Interactivity in Dashboards.
In the following image, data is filtered to show the sales revenue for the years - 2015 and 2016.
You can customize the default chart appearance by setting properties in the Inspector tab of the scenario such as adding a border, modifying data labels, setting chart style, renaming chart title, etc.
Set Chart Style
You can customize the predefined range of colors for the KPI chart scenario by using the Range Color property in the Inspector tab. Set the 'High', 'Mid', and 'Low' values to some suitable colors from the color palette.
Modify Label Style
The default label style is to show both the delta symbol and the percentage value in the KPI Chart scenario. You can choose to hide the delta symbol or the percentage value by setting the Show Symbol and Show Percentage properties to 'False'.
You can also specify the calculation mode for the label to 'Ratio' or 'Delta' using the Calculation Mode property. By default, this property is set to 'Ratio'.