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Quick BI:Scorecard

Last Updated:Jan 20, 2025

A Scorecard offers a visual representation of data or sales performance, enabling quick comprehension of the current status and facilitating prompt action. As an effective tool for problem identification and resolution, this topic describes the process of adding data to a Scorecard and customizing its styles.

Prerequisites

A dashboard has been created. For more information, see Create a dashboard.

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.

Overview

Scenarios

Scorecards are commonly utilized to showcase one or more measures within a single dimension, particularly in scenarios that demand precise metric readings.

Advantages

  • Computing power: Easily configure advanced calculations for year-over-year and month-over-month comparisons.

  • Visualization: Enhance Scorecards with logos, and tailor backgrounds, font sizes, and colors to your preference.

  • Remarks: Incorporate custom text or metrics as notes and set up external hyperlinks to facilitate data interaction with other systems.

Example

指标看板

Configure Scorecard Data

  1. 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.

    Note

    In the Scorecard Metrics/measures area, the first measure is the primary metric. To designate a different measure as the primary metric, rearrange the measures within the Scorecard Metrics/measures area.

  2. Click Update. The system will automatically refresh the chart.

    image.png

Configure Scorecard Styles

This section explains how to set up Scorecard styles. For general chart style settings, see Configure the Chart Title.

Utilize the Search box at the top of the configuration area to swiftly find configuration items. Alternatively, click the image..png icon on the right side of the chart to expand/collapse all categories.

指标看板-搜索..gif

  • Under Metric layout, customize the layout style of metric blocks.

    image..png

    Chart configuration item

    Description

    Relationship Between Metrics

    Supports parallel and primary-secondary modes.

    指标看板-指标间关系..gif

    Display Form Of Metric Block Groups

    Supports left and right sliding and line break tile methods. You can also set the number of indicator blocks per line on the Scorecard.

    指标看板-指标块组展示形式..gif

    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.

    指标看板-指标块分隔..gif

  • In Metric content, adjust the position and display style of content, font size, and style of metric decoration graphics within metric blocks.

    指标看板-指标内容..gif

    Chart configuration item

    Description

    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.

    Font size settings

    Configures whether to enable font size settings. If enabled, you can configure the font size, color, bold, and italic styles for dimension Names, Primary Metric Names, Primary Metric Values, and Secondary Metric Names And Values.

    Note
    • In the Scorecard Metrics/measures area, the first measure is the primary metric. Other measures are secondary metrics.

    Metric decoration graphics

    Configures whether to display primary metric decoration graphics. If enabled, you can configure the position, color scheme, type, and style of the decoration graphics.

    • Position supports left and top modes.

      image..png

    • Color scheme allows you to configure the color of the decoration graphics.

    • Type supports material and image fields.

      1. You can use DatasetImage field2Image Fields only when the contains and the field type is image ().

      2. When selecting material, you can use material icons or upload custom local images.

        Note

        Only PNG, JPG, and GIF formats are supported, with a maximum size of 1 MB.

        指标图-静态

    • Style supports transparent and solid color modes.

    Content position in metric blocks

    Configures the display position of content in metric blocks. Supports left-aligned horizontally and center-aligned horizontally modes. For center-aligned horizontally, you can configure the alignment with metrics, which supports align left and align center.

    指标看板-内容在指标中位置..gif

  • In Conditional Formatting, set up conditional formatting rules for measure data. image

    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. image

    Quick Styles

    Configure the marker icons or font display colors for the current measure field from the system-provided styles. image

    • Comparison: Supports comparison with 0 and comparison with the average. 112

    • Color flip

      For example, in comparison with 0, values less than 0 are red, and values greater than 0 are green. After flipping, values less than 0 become green, and values greater than 0 become red.

      112

    • Purge: If you no longer need a configured quick style, click Purge to remove the style. 112

    Custom Styles

    In addition to system-provided quick styles, you can configure custom styles for the current measure field as needed.

    • TextimageOn 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.

    • IconsimageOn the Icons tab, configure marker rules for the current measure field. You can configure marker rules based on the values of other fields.

    Sync Styles To

    Replicate the conditional formatting settings of the current measure to other measures.

  • Within Series settings, configure the series and the prefixes and suffixes for metric data values.

    Chart configuration item

    Description

    Select A Series

    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.

    image..png

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.

Hyperlink

If the data that you want to analyze belongs to different dashboards, you can configure hyperlinks to associate the dashboards and then analyze the data. 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.