Scorecard is an important metric visualization component in Quick BI. Its core purpose is to provide a clear view of key data or performance status. By presenting core metrics in prominent card format, users can quickly grasp business status, identify issues, and develop timely response strategies. It is particularly suitable for scenarios requiring real-time monitoring of key performance indicators (KPIs) or precise reading of single or multiple measure values under specific dimensions.
Overview
Scenarios
Scorecards are commonly used to display one or more measures within a single dimension, particularly in scenarios that require precise metric readings.
Advantages
Computing power: You can easily configure advanced calculations for year-over-year and month-over-month comparisons.
Visualization: You can enhance Scorecards with logos, and customize backgrounds, font sizes, and colors to your preference.
Remarks: You can incorporate custom text or metrics as notes and set up external hyperlinks to facilitate data interaction with other systems.
Example
Limits
Prerequisites
Data modeling: You need to complete data modeling in advance, and the dataset you use must contain a date-type dimension field with day granularity (such as `Order Date (day)`).
Dashboard creation: A dashboard has been created. For more information, see Create a dashboard.
Field configuration limits
A Scorecard is composed of Scorecard Tags/dimensions and Scorecard Metrics/measures:
Scorecard tags are defined by data dimensions. You can select a single dimension, such as region.
Scorecard metrics are based on data measures. You must choose at least one measure and can include up to 20 measures, such as order quantity and order amount.
Configure Scorecard Data
On the Fields tab, select the necessary dimension fields and measure fields:
In the Dimensions list, find Province, and either double-click or drag it to the Scorecard Tags/dimensions area.
In the Measures list, locate Order Amount, Shipping Cost, and Profit Amount, and double-click or drag them individually to the Scorecard Metrics/measures area.
NoteIn the Scorecard Metrics/measures area, the first measure is the primary metric. If you need to designate a different measure as the primary metric, you can adjust the order of measures in the Scorecard Metrics/measures area.
Click Update. The system will automatically refresh the chart.
Configure Scorecard Styles
This section explains how to set up Scorecard styles. For general chart style settings, see Configure the Chart Title.
Quick Layout
In Quick layout, select a layout template for the chart. The first layout template is selected by default. During configuration, you can also click the reset icon (
) to restore the original layout style. This reset does not affect chart content-related configurations (such as text and colors).
Layout template | Example | |
Primary-secondary template Distinguishes between primary and secondary metrics, suitable for scenarios where a main metric needs to be highlighted. | Primary-secondary 1 |
Note In the Scorecard Metrics/measures area, the first measure is the primary metric. The rest measures are secondary metrics. |
Primary-secondary 2 |
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Primary-secondary 3 |
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Primary-secondary 4 |
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Primary-secondary 5 |
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Primary-secondary 6 |
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Parallel template No distinction between primary and secondary metrics, suitable for scenarios where all metrics need to be clearly displayed. | Parallel 1 |
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Parallel 1 |
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Metric Layout
Under Metric layout, you can customize the layout style of metric blocks.
Chart configuration item | Description |
Relationship Between Metrics | Supports parallel and primary-secondary modes.
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Display Form Of Metric Block Groups | Supports left and right sliding and line break tile methods.
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Number of metric block groups per row | Configure the number of metric block groups per row. You can set appropriate numbers for mobile and PC devices separately. Supports automatic rotation or fixed number.
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Metric block separation | Supports none, line separator, and background fill. For line separator, you can configure the color of the separator. For background fill, you can configure the background color and spacing of metric blocks.
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Metric Content
In Metric content, you can adjust the position, display style, font size, and style of metric decoration graphics within metric blocks.
Chart configuration item | Description |
Metric layout | The metric layout configuration options vary depending on the selected layout template.
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Name and value position | When Metric layout is set to vertical arrangement, you can configure the layout position of dimension value names and values. |
Content position in metric blocks | Configure the display position of content in metric blocks:
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Content alignment | Configure the text alignment in metric blocks. Options include top alignment, center alignment, and bottom alignment. |
Line spacing of metric values | Supports moderate and compact modes. |
Display dimension name | Configures whether to display the name of the dimension in the Scorecard. |
Display primary metric name | Configures whether to display the name of the primary metric in the Scorecard. This option is only available when the layout template is set to Primary-secondary template. |
Display secondary metric name | Configures whether to display the name of secondary metrics in the metric block. This option is only available when the layout template is set to Primary-secondary template. |
Secondary metric | When the layout template is set to Primary-secondary template, you can configure the layout style of secondary metrics in the metric block. |
Font size settings | Configures whether to enable font size settings. If enabled, you can configure the font styles for dimensions and related metrics. |
Metric decoration graphics | Configures whether to display metric decoration graphics. If enabled, you can configure the position, color scheme, type, and style of the decoration graphics.
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Image Field contains an image and the field type is image type.
Series Settings
Within Series settings, you can configure the series and the prefixes and suffixes for metric data values.
Chart configuration item | Description |
Select A Field | Select the measure added to the Scorecard Metrics/measures area. |
Prefixes And Suffixes Of Metric Data Values | Configure the prefixes and suffixes of metric data values.
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Conditional Formatting
In Conditional Formatting, you can set up conditional formatting rules for measure data. 
Chart configuration item | Description |
Select A Field | Select the field for which you want to configure conditional formatting. You can select any measure added to the Scorecard Metrics/measures area. After completing the style configuration, if you no longer need certain configured conditional formatting, you can click Batch purge formatting in the lower-right corner of the field panel. Select the conditional formatting to be purged from the list, and click OK to complete the purge. |
Quick Styles | Configure the marker icons or font display colors for the current measure field from the system-provided styles.
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Custom Styles | In addition to system-provided quick styles, you can configure custom styles for the current measure field as needed.
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Sync Styles To | Replicate the conditional formatting settings of the current measure to other measures. |
Icon position | When a style with icons is configured, you can configure the position of the icons. Options include right and left. |
On the Text tab, configure conditions to highlight the text of the current measure field. You can configure conditions based on the values of other fields.
On the Icons tab, configure marker rules for the current measure field. You can configure marker rules based on the values of other fields.
Configure Chart Analysis
Configuration item | Name | Description |
Data interaction | Filter Interaction | If the data that you want to analyze belongs to different charts, you can configure this feature to associate the charts and then analyze the data. For more information, see Filter Interaction. |
Jump | If the data that you want to analyze exists in different dashboards, you can configure dashboard hyperlinks to associate multiple dashboards for data analysis. Hyperlinks include Parameter Hyperlinks and External Links. For more information, see Hyperlink. |
What to do next
To allow others to view the dashboard, share it with specific users. For more information, see Share a dashboard.
For creating a comprehensive dashboard with a navigation menu tailored for topic-specific analysis, consider integrating the dashboard into a BI portal. For more information, see BI portal.
FAQ
1. What scenarios are Scorecards best suited for?
Answer: Scorecards are best suited for scenarios that require quick overview of core business metrics, such as the top section of a dashboard, used to display key KPIs like total sales, user count, profit margin, etc. They are also suitable for clearly presenting multiple key metrics under a specific dimension (such as different regions or product lines).
2. How can I make the "Sales" metric stand out more in the card?
Answer: First, on the Fields configuration tab, ensure that the "Sales" measure field is dragged to the first position in the Scorecard Metrics/measures area to make it the primary metric. Then, in the Style configuration tab under Quick layout, select a Primary-secondary template, which typically gives the primary metric more visual prominence (such as larger font size or more prominent position).
3. How can I display an up arrow (for growth) or down arrow (for decline) next to metric values?
Answer: You can achieve this by configuring Conditional Formatting. In Style > Conditional Formatting, select the metric field you want to configure. Then, under Custom Styles on the Icons tab, set up rules. For example, you can add a rule: "When [metric field] > 0, display a green up arrow icon", and another rule: "When [metric field] < 0, display a red down arrow icon". You need to prepare the corresponding icon materials in advance or use system built-in icons.
4. What is the purpose of "Scorecard Tags/dimensions" in a Scorecard?
Answer: Scorecard Tags/dimensions determine how metrics are grouped and displayed in the Scorecard. For example, if you place the "Region" field in this area, the Scorecard will generate a set of metric cards for each region (or display by region within a single card). If you don't place any dimension, the Scorecard will display aggregated metrics for all data.
5. How can I add units to Scorecard values, such as "10K" or "%"?
Answer: In the Style configuration tab, locate Series settings. Select the measure metric you want to add units to from the Select A Field dropdown, then in the Prefixes And Suffixes Of Metric Data Values settings below, enter your desired unit (such as "10K" or "%") in the Suffix input field.