KPI in Qlik Sense – Properties, Advantages and Limitations
Earlier, we have discussed Qlik Sense Combo Chart. Today, we will see KPI in Qlik Sense. In this tutorial, we are going to learn about how to use KPIs as visualizations in Qlik Sense sheets. Also, we will work towards understanding the role of KPIs in a BI tool like Qlik Sense along and learning how to use KPI visualizations in Qlik Sense sheets.
So, let’s start Qlik Sense KPI Tutorial.
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1. What is KPI in Qlik Sense?
KPI stands for Key Performance Indicator which are the measure values used as performance trackers. We use KPIs to indicate the current state of an enterprise functioning by displaying calculated values like average sales, maximum sales, minimum sales, total sales etc. You can apply conditional colors and symbols to make them more dynamic and indicative of the performance state they are showing. For instance, you can give a red color to a lower value, symbolize it with a downward arrow, or use green color for a higher value etc. You can also set a range and limit for the values. In Qlik Sense, you can add such KPIs on the sheet as distinct visualizations which we can handle and edit separately.
2. How to Create KPI Visualization in Qlik Sense?
In order to create a KPI visualization in Qlik Sense, follow the steps given below.
Step 1: Open the editor of the sheet of the application in which you want to create a KPI visualization. The editor is opened, from the edit option present on the toolbar.
Step 2: Select the option KPI (from the Assets Panel) and add it to the editing grid at the center by dragging and dropping.
Step 3: Add a measure for the KPI. You add more measures from the properties panel later.
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Next, you can add an aggregation type to the values of the selected field/measure.
Step 4: Once you are done with selecting and adjusting all the different aspects of it. The KPI will be displayed on the editor instantly. Click done to bring it on the sheet.
The KPI shown above shows two calculations, i.e. average cost and maximum product cost with relevant symbols aside them.
3. Properties of Qlik Sense KPI
From the properties panel present at the right of the editor, you can manage different aspects of the KPI visualization and make it according to your requirement.
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From the data tab, you can add measures for first and second KPI. You can edit an expression, add a label, set the number formatting for the calculated values. You can add up to two measures only.
In this section, you can use the data handling option to apply certain display conditions on the data. The KPIs are only displayed if the applied condition holds true.
The appearance section contains all the setting related to the appearance of the KPIs.
The first section is the General section has options for showing or hiding titles or details.
The Presentation section in Qlik Sense KPI gives you options to adjust the alignment of the KPI information, font size. You can also link the KPI to other sheets in the app.
From the Colors section, you set the coloring criteria for the KPIs. You can add a color condition and associate a symbol to it. Also, you can add value limits in KPIs which are shown in a certain color up until that limit and then changes the color when gone beyond the limit.
4. Advantages and limitations of using KPIs
One major limitation of the KPIs is that you can only have a generalized result of the performance through values and a limited set of symbols. If you want a more clear and relative representation of performance indicators, then you can go for using gauge charts. However, an evident advantage is that KPIs provide a quick and to the point representation of the performance results using which you can reach to conclusions in your analysis easily as to how the enterprise has performed over a certain period.
So, this was all in KPI in Qlik Sense.
We hope through this tutorial, you have learned how to create and use KPIs for an appropriate purpose in your Qlik Sense app. If you have any queries related to the KPI visualization, leave it in the comment box below.
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