How to Add and Edit KPIs in Library Boards

Adding KPIs to a library board is an easy way to help your user community track and visualize key metrics.  

>>> This article is for System Administrators.

To add a KPI Set Field to a library board: 

  1. Go to a library board in the library where you want to add the KPIs 
  2. Click on “Edit Layout” in the top right corner of the library board 
  3. Select “Add Field” in the left-hand edit layout 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 fields. 

  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. Select “Done” 

Your KPI field will be automatically created at the bottom of your library board. You can now add fields and customize your newly created field. 

To add KPIs to your KPI Field Set: 

  1. Click on the Gear Icon in the top corner of the KPI field 
  2. Select “Edit Attributes” 
  3. Click on “Add KPI” 
  4. Give the KPI a label 
  5. Enter as many KPIs as you would like in this set by selecting “Add KPI” 

Once you have added all the KPIs for your set, click on “Add KPI” one last time.  

  1. Select “Done” 

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

To customize KPI colors: 

  1. Click on the Gear Icon in the top corner of the KPI field 
  2. Select “Edit Attributes” 
  3. 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 

 

If you want to keep the primary color for the KPIs, press done. 

To set color ranges for the KPIs: 

  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 1-3 for each additional range until you are done. 

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

Your taxonomy colors 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 
  3. Click on “Change Taxonomy Colors” 
  4. Scroll to the “Taxonomy Colors” section 
  5. Click on the title of the taxonomy value to display the different taxonomy values  
  6. Click on the colored circle to define the color for each value 

Repeat steps 5 and 6 until all the values have defined colors. 

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