KPI with Change

KPI with Change displays one primary metric as a KPI. It can be used as a classic single-value widget or as a KPI Card with optional comparison, trend, goal progress, and status context. A user can:

• Select the Metric to track (the field that will be displayed)
• Select a Previous Value field, or compare against the previous row of the primary metric
• Display the Percent Change calculation between the two values
• Display a mini trend chart when the result has time-series rows
• Display progress toward a goal when the result has a goal, target, quota, budget, max, or limit field
• Display the original value (optional)
• Choose the up/down caret color (defaults to green/red)

For example, if you have a metric called "New Delivered", you can compare its % change (increase or decrease) with another metric "Delivered". For a KPI Card, the same query result can also provide the headline value, trend rows, previous value, and goal progress.

Data Structure for KPI Cards

Structure the query result according to the KPI behavior you want:

Example query result:

For this result:

• Select revenue as Metric to Track.
• Select month as Time Field, or leave Time Field blank for auto detection.
• Select previous_revenue as Previous Value when the comparison value is in the same row. Leave Previous Value blank when you want the widget to compare the latest revenue row to the previous revenue row.
• Select target as Goal / Max Field, or use Fixed Goal.

Use raw numeric values for metrics, comparison fields, and goals. Avoid currency symbols, percent signs, and comma-formatted strings in the data itself; use Data Format settings for display formatting such as currency, decimal places, compact numbers, percentages, prefixes, suffixes, and negative number style. Blank or null comparison, time, or goal values prevent those parts of the KPI Card from rendering. If the result only contains a metric and no trend, comparison, goal, or status context, the widget displays a simple centered KPI.

Goal progress is displayed as a progress bar. Use Bar Thickness to control the progress bar height. Goal colors are based on progress toward the goal. The default Auto status mode uses semantic colors for below target, near target, and at or above target. If lower values are better for the metric, set Success Direction accordingly so the colors are evaluated in the correct direction. Fixed color uses one selected color for the goal display. Custom Goal Bands let you define threshold bands with your own colors. Choose a Basis of Percent or Value; Percent is the default.

Auto Scale applies to both classic Single KPI and KPI Card layouts, but the layouts scale differently for backward compatibility. Classic Single KPI keeps its legacy scaling behavior. KPI Card fits the value, label, comparison text, and goal label to the widget card; the mini trend chart uses the available layout space rather than a font scale.

The KPI Card comparison row can be styled independently. Use Comparison font size to control the previous-value or change row size. Use Comparison color to keep automatic semantic colors, match the main KPI value color, or choose a custom comparison color.

Chart Configuration

Display & Formatting

Widget Menu