Formula KPI widget allows you to display the results of formulas that you have set up. You can use this widget to have a quick visual representation of your formulas.
KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective.
This is how the formula KPI will be displayed in the PDF report:
Read the step-by-step guide below, or follow this video that takes you through creating the formula KPI widget:
This guide will teach you:
1. Setting up the widget
All you need to do is name the widget and then simply select which formulas you want to include.
Just click Add KPI, then select the formulas which you want to display. Click Add KPI to add as many formulas as you want to display.
Choose how you would like to align your widget. You can choose to align it to one side and have explanatory text or another widget on the other side or center it.
- Left - widget will be aligned to the left side of the page, in a column layout
- Center - widget will be presented centered across the entire page from the left to the right (full width)
- Right - widget will be aligned to the right side of the page, in a column layout
If you would like a widget to appear side-by-side the formula KPIs, make sure to set the widget aligned on one side of the page, and the KPIs on the other. For example, choose to align the text widget to the left, and align the formula KPIs to the right.
Take a look below at some different possibilities.
2. Widget logic rules
If you want to only show this widget under certain conditions, you'll need to set the widget logic rules. If you want to show a general widget that is visualized every time a PDF report is generated, you can choose not to include a widget logic rule. Learn more about Widget Logic.
Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!