A scorecard is a key visualization component in Quick BI used to display critical data or performance metrics at a glance. It presents core metrics in prominent cards so you can quickly assess your business status, identify issues, and take immediate action. Scorecards are ideal for real-time Key Performance Indicator (KPI) monitoring or when you need precise values for one or more measures within a single dimension.
Overview
Scenarios
Commonly used to display one or more measures under a single dimension, especially in scenarios that require precise readings of specific metrics.
Benefits
Calculations: Configure year-over-year and period-over-period calculations with a single click.
Visualization: Add logos or icons, and set custom backgrounds, font sizes, and colors.
Annotations: Add custom text or metric notes, and add external links to connect data with other systems.
Example Rendering
Limits
Prerequisites
Data modeling: You must complete data modeling. Your dataset must include a date-type dimension field with daily granularity, for example, Order Date (day).
Dashboard Creation: You have created a dashboard. For more information, see Create a Dashboard.
Field configuration limits
A scorecard has two parts: Labels (Dim.) and Metrics (Mea.).
You can select only one dimension for Labels (Dim.), such as region.
You can select 1 to 20 measures for Metrics (Mea.), such as order quantity and order amount.
Chart Data Configuration
On the Field tab, select a dimension and one or more measures:
In the Dimension list, find the Province dimension. Double-click it or drag it to the Labels (Dim.) section.
In the Measure list, find the Order amount, Shipping cost, and Profit amount measures. Double-click them or drag them to the Metrics (Mea.) section in the desired order.
NoteThe first measure in the Metrics (Mea.) section is the primary measure. To change the primary measure, you can reorder the measures in the Metrics (Mea.) section.
Click Update. The system automatically updates the chart.
Chart Style Configuration
This section describes how to configure the style of a scorecard. For information about common chart style settings, see Configure the chart title.
Quick Layout
You can select a layout template from the quick layout options. The first template is selected by default. Click the reset icon (
) to restore the original layout. Resetting does not affect content-related settings such as text or color.
Layout templates | Preview | |
Master/Sub Templates Highlights one primary metric. Use this when you want to emphasize a key metric. | Primary and secondary 1 |
Note The first measure in the Metrics (Mea.) section is the primary measure. All others are secondary measures. |
Primary and secondary 2 |
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Primary and secondary 3 |
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Primary and secondary 4 |
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Primary and secondary 5 |
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Primary and secondary 6 |
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Parallel Template Shows all metrics equally. Use this when you need clear visibility of every metric. | Parataxis 1 |
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Parallel 1 |
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Metric Layout
In the Metric layout section, you can set the layout style for metric blocks.
Chart Configuration Item | Description |
Metric relationship | Choose Parataxis or Primary and secondary.
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Metric block group layout | Choose Horizontal scroll or Wrap.
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Metric block groups per row | Set how many metric block groups appear on each row. Set separate values for mobile and desktop. Choose Auto or Fixed count.
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Metric block splitting | Choose None, Line separator, or Fill background. With Line separator, set the line color. With Fill background, set the background color and padding.
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Metric Content
In the Metric content section, you can set the position, display mode, font size, and trend chart style for the content inside metric blocks.
Chart configuration items | Description |
Metric layout | Settings vary by layout template.
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Name and value position | When Metric layout is Vertical, set the position of dimension names and values. |
Content position in metric block | Set where content appears inside the metric block:
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Text alignment | Set text alignment inside the metric block: Top-aligned, Center-aligned, or Bottom-aligned. |
Line spacing for metric values | Choose Medium or Compact. |
Show dimension name | Choose whether to show the dimension name on the scorecard. |
Show primary metric name | Choose whether to show the primary metric name. This setting applies only to Primary and secondary templates. |
Show secondary metric name | Choose whether to show secondary metric names. This setting applies only to Primary and secondary templates. |
Secondary metric | When using a Primary and secondary template, set the layout style for secondary metrics inside the metric block. |
Font size | Turn font size settings on or off. When on, set font styles for dimensions and metrics. |
Customized Metric Graph | Select whether to display the metric modifier graph. If you enable this option, you can set the modifier graph position, color scheme, modifier graph type, and graph style.
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Series Settings
In the Series settings section, you can set the series and add a prefix or suffix for metric values.
Chart configuration items | Description |
Select field | Select a measure added to the Metrics (Mea.) section. |
Prefix and suffix for metric value | Set the prefix and suffix for metric values.
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Conditional Formatting
In the Conditional formatting section, you can set conditional formats for measures.
Setting | Description |
Select field | Select a measure to apply conditional formatting. Any measure added to the Metrics (Mea.) section is available. After you finish styling, clear unwanted conditional formats. In the field panel, click Clear formats in the lower-right corner. Select the formats to remove and click OK. |
Quick style | Apply a preset style to set marker icons or font colors for the current measure.
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Custom style | Define custom styles beyond the preset options.
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Synchronize style to | Apply the current conditional formatting to other measures. |
Icon position | When you use an icon-based style, set the icon position: Right or Left. |
Configure these items:
Configure these items:
Chart Analysis Configuration
Configuration item | Name | Description |
Data interaction | Filter interaction | If your data is spread across multiple charts, use filter interaction to link them for unified analysis. For more information, see Filter interaction. |
Go To | If your data is spread across multiple dashboards, use hyperlinks to link them for unified analysis. Choose Parameter or External link. For more information, see Hyperlink. |
What to do next
You can share the dashboard with others. For more information, see Share a dashboard.
You can build a topic-specific analysis dashboard with navigation menus and integrate it into the BI portal. For more information, see BI portal.
FAQ
1. When should I use a scorecard?
Answer: You can use a scorecard to obtain a quick overview of core business metrics, such as total sales, user count, or profit margin, at the top of a dashboard. It is also useful for showing multiple key metrics across a single dimension, such as region or product line.
2. How do I make the Sales metric stand out in the card?
Answer: First, on the Field tab, drag the Sales measure to the first position in the Metrics (Mea.) section to make it the primary metric. Then, on the Style tab, under Quick layout, select a Primary and secondary template. These templates highlight the primary metric using larger fonts or more prominent placement.
3. How do I show an upward arrow (if the metric increases) or downward arrow (if it decreases) next to the metric value?
Answer: You can use Conditional formatting. On the Style tab, in the Conditional formatting section, select your metric. Under Custom style > Icon, you can add rules. For example, you can set a rule to show a green upward arrow when [metric] > 0 and another rule to show a red downward arrow when [metric] < 0. You can use built-in icons or upload your own.
4. What does Labels (Dim.) do in a scorecard?
Answer: The Labels (Dim.) field sets the grouping dimension for the scorecard. For example, if you add the Region dimension, the scorecard displays one set of metric cards for each region or lists the regions within a single card. If you do not specify a dimension, the scorecard displays aggregated metrics for all data.
5. How do I add units like “ten thousand CNY” or “%” to metric values?
Answer: On the Style tab, go to the Series settings section. From the Select field drop-down list, select your metric. In the Prefix and suffix for metric value section, enter your unit (such as “ten thousand CNY” or “%”) in the Suffix box.