Quick BI scorecard - configure data and style - Quick BI

Overview

Scenarios

Displays one or more measures under a single dimension, especially when precise metric readings are required.

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, metric notes, and external links to other systems.

Example Rendering

Scorecard

Limits

Prerequisites
- Data modeling: Complete data modeling first. Your dataset must include a date-type dimension field with daily granularity, such as Order Date (day).
- Dashboard creation: You have created 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.
Note
The 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

Common chart style settings are covered in Configure the chart title.

Quick Layout

Select a layout template. The first template is selected by default. Click the reset icon () to restore the original layout without affecting content settings such as text or color.

Layout templates		Preview
Master/Sub Templates Highlights one primary metric over the others.	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
	Primary and secondary 3
	Primary and secondary 4
	Primary and secondary 5
	Primary and secondary 6
Parallel Template Shows all metrics with equal prominence.	Parataxis 1
	Parallel 1

Metric Layout

Set the layout style for metric blocks.

Setting	Description
Metric relationship	Choose Parataxis or Primary and secondary.
Metric block group layout	Choose Horizontal scroll or Wrap.
Metric block groups per row	Set how many metric block groups appear per row, separately for mobile and desktop. Choose Auto or Fixed count. Auto: Adjusts based on widget size. Fixed count: Keeps the same number of metric blocks regardless of widget size. Note On mobile, up to three metric block groups appear per row.
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.

Metric Content

Set the position, display mode, font size, and trend chart style for content inside metric blocks.

Setting	Description
Metric layout	Settings vary by layout template. For Primary and secondary templates, set Primary and secondary layout. Choose Vertical or Horizontal. For Parataxis templates, set Metric layout. Choose Vertical or Horizontal.
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: When Metric layout is Vertical, choose Left-aligned, Center-aligned, or Right-aligned. When Metric layout is Horizontal, choose Stretch or Left-aligned.
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	Show or hide the dimension name on the scorecard.
Show primary metric name	Show or hide the primary metric name. Applies only to Primary and secondary templates.
Show secondary metric name	Show or hide secondary metric names. 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	Enable the metric modifier graph to configure its position, color scheme, type, and graph style. Position: Choose Left, Top, Right, or Left of name. When position is Left or Right, you can also adjust alignment. In Graph Style, choose Transparent, Solid Color, or No Background. Transparent and Solid Color also support border radius adjustment. Icon Size: Set the decorative icon size. Color Settings: Set the overall color scheme. Type: Choose Icon library or Image field. You can use Image field only if your dataset includes an image-type field (). With materials, use material icons or upload your own images. Note Upload PNG, JPG, or GIF files up to 1 MB.

Series Settings

Set the series and add a prefix or suffix for metric values.

Setting

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.

Conditional Formatting

In Conditional formatting, set conditional formats for measures.

Setting	Description
Select field	Select a measure from the Metrics (Mea.) section to apply conditional formatting. To clear unwanted formats, click Clear formats in the lower-right corner of the field panel, 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. Compare: Choose Compare with zero or Compare with mean. Invert colors Swaps the color assignment. For example, with Compare with zero, inversion changes negative values from red to green and positive values from green to red. Delete: Remove a quick style you no longer need.
Custom style	Define custom styles beyond the preset options. Text: Set rules to highlight key data with specific text colors. Configure these items: Field: Defaults to the field in Select field. Pick another field to build complex rules. Condition: Choose Compare with static value or Compare with dynamic field. Rule: Define the logic and the text style when the condition is met. Set text color, bold, or italic. Add rule: Click to add a new rule. Icon: Show a marker icon based on numeric comparison. This makes it easy to see how current data compares to target data. Configure these items: Field: Defaults to the field in Select field. Pick another field to build complex rules. Condition: Choose Compare with static value or Compare with dynamic field. Rule: Click the Marker icon box. Pick an icon from the system library. Define the logic for each icon. Assign a unique icon to each rule. Add rule: Click to add a new rule.
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.

Chart Analysis Configuration

Configuration item	Name	Description
Data interaction	Filter interaction	Link multiple charts for unified analysis with filter interaction.
Data interaction	Go To	Link dashboards with hyperlinks for unified analysis. Choose Parameter or External link. For more information, see Redirection.

What to do next

Share the dashboard with others. For more information, see Share a dashboard.
Build a topic-specific analysis dashboard with navigation menus and integrate it into the BI portal.

FAQ

1. When should I use a scorecard?

Answer: Use a scorecard for a quick overview of core business metrics (total sales, user count, profit margin) at the top of a dashboard, or to show 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: On the Field tab, drag Sales to the first position in Metrics (Mea.) to make it the primary metric. Then on the Style tab, under Quick layout, select a Primary and secondary template, which uses larger fonts or more prominent placement for the primary metric.

3. How do I show an upward arrow (if the metric increases) or downward arrow (if it decreases) next to the metric value?

Answer: Use Conditional formatting. On the Style tab, in Conditional formatting, select your metric. Under Custom style > Icon, add rules — for example, a green upward arrow when [metric] > 0 and a red downward arrow when [metric] < 0. Use built-in icons or upload your own.

4. What does Labels (Dim.) do in a scorecard?

Answer: Labels (Dim.) sets the grouping dimension. For example, adding the Region dimension displays one set of metric cards per region or lists regions within a single card. Without a dimension, the scorecard shows aggregated metrics for all data.

5. How do I add units like “ten thousand USD” or “%” to metric values?

Answer: On the Style tab, go to Series settings. Select your metric from Select field, then enter your unit (such as “ten thousand USD” or “%”) in the Suffix box under Prefix and suffix for metric value.