The second visualization is the KPI tile Total Sales and Margin. A KPI visualization displays one or two key figures and is used to track performance. Color coding and icons show the relationship of the numbers to the expected results.

 

Further information can be found at KPI.

 

Proceed as follows:

1.Click on the + symbol to the right of the pie chart to add a new visualization.

2.Under Fields, drag the option Sales as key figure.

3.Add Margin as a second key figure.

4.Under Presentation, select the option Labels and add a title: Total Sales and Margin.

 

Customize the diagrams in advanced editing mode

Once all visualizations have been created, switch to advanced editing mode to customize them. Activate Advanced options at the top right.

Dashboard - Advanced Options

 

Proceed as follows:

1.Select the KPI chart.

2.Go to KPI on the right.

3.Click on "Sales". The key figure is expanded and displays further options. Enter the term Sales under Description.

4.Click on "Margin". The key figure is expanded and displays further options. Enter the term Margin under Description.

5.Deactivate Diagram suggestions.

6.Under Appearance, select the Color option. Make sure that First is selected. Deactivate Conditional colors and Library colors. Then select a red color from the color palette aus.

7.Select Second. Deactivate Library colors. Then select a green color from the color palette.

 

The KPI is complete and shows that total sales are below expectations, but the margin is still sufficient.

 

The different colors and symbols are used to support the interpretation of the value. Red is worrying, green is good.