How to Add and Edit KPIs in Library Boards

Adding KPIs to a library board simplifies tracking and visualizing key metrics, ensuring your user community stays informed.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Libraries by another name - check out our glossary to find out!

To add a KPI Set Field to a library board:

  1. Go to the Libraries app from the left-hand side navigation bar

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  1. Switch to the curate view from the top of the page

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  1. Go to the needed Library

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  1. Open a library board

  2. Click “Edit” in the top right corner of the library board

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  1. Click “Edit Layout”

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Edit Layout panel will open on the left-hand side.

  1. Select “Add Field” in the right-hand panel

A new window will pop up where you can select the type of field you want to add. You need to first create the KPI Set Field which will house the different KPI values. 

  1. Select “KPI Set Field” from the “Field Type” dropdown 

A new view will appear where you can customize the KPI field. 

  1. Fill out the different fields to customize the KPI set 

Visualization Type: 

Choose between bar and table format 

Label: 

The title of the KPI set 

Min Value: 

The minimum value for a KPI 

Max Value: 

The max value for a KPI 

Format Category: 

Choose between number, general (text), and percentage 

Decimal Places: 

The number of digits after the decimal point 
 

  1. Click “Done” in the top right corner of the window

Your KPI field will be automatically created at the bottom of your library board.

 

To add KPIs to your KPI Field Set: 

  1. Click on the Gear icon 15.png in the top right corner of the created KPI field

  2. Select “Edit Attributes” 

A new window will pop up.

  1. Click “Add KPI” in the bottom of the appeared window

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  1. Give the KPI a label 

  2. Enter as many KPIs as you would like in this set by selecting “Add KPI” 

  3. Select “Done” once you’ve added all the KPIs to your set

The KPIs will be automatically created and added to the field set. 

 

To customize KPI colors: 

  1. Click on the Gear icon 15.png in the top corner of the KPI field 

  2. Select “Edit Attributes” 

A new window will pop up.

  1. Find the “Color Schema” dropdown 

There will be three options to define the colors of your KPIs.  

Primary Color: 

KPIs will display in your platform’s primary color 

KPI Set Color Ranges: 

KPIs colors will be defined by a range of values, e.g., green when the KPI is above 90 and red when below 90 

Taxonomy-Based KPI Colors: 

KPI colors will be linked with a taxonomy value from the context section 
 

 4. Select the preferred color schema

  1. Click “Done“ in the top right corner of the window

 

To set color ranges for the KPIs:

  1. Select “KPI Set Color Ranges“ from the “Color Schema“ dropdown

A new sub-section “Color Ranges“ will appear in the “Edit Attributes“ window.

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  1. Select “Add Color Range” 

  2. Enter the starting point for your first range 

  3. Click on the colored circle to define the color of the first range 

  4. Select “Add Color Range” to add a second range 

  5. Enter the starting point for your second range 

  6. Click on the colored circle to define the color of the second range 

Repeat steps 2-4 for each additional range until you are done. 

  1. Click “Done” in the top right corner of the window

  2. Select “Publish” in the top right corner of the library board to apply the updates to all library boards 

Your color ranges will be automatically applied to the KPIs.

 

To define KPI colors by taxonomy values: 

  1. Select “Taxonomy-Based KPI Colors” from the “Color Schema” dropdown 

  2. Choose the taxonomy value from the “Taxonomy Role Type” dropdown to the right of the KPI

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  1. Click on “Change Taxonomy Colors” in the bottom right corner of the window

  2. Click on the title of the selected taxonomy value to display the different taxonomy values  

  3. Click on the colored circle to the right of each value to assign a color

Repeat steps 4 and 5 until all the values have defined colors. 

  1. Click “Done” in the top right corner of the window

  2. Select “Publish” in the top right corner of the library board to apply the updates to all boards in that library 

Your taxonomy colors will be automatically applied to the KPIs. 

 

Insider Tips: 

  • Only experts with special permission can edit library boards 

  • The library must be published for the updates to be visible on all library boards 

  • Taxonomy-based colors can only be selected for values in the context section of the library board

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