Make your KPIs look sharp and dazzling in Business Central (Advanced Spreadsheets and Reporting)
KPI cards in the Advanced Spreadsheets and Reporting app for Business Central: a demo of a basic card, auto card type, compare value, target bar or donut, trend display and status with warning and critical levels. Useful for building KPI dashboards in spreadsheets.
- Introduction to KPI cards
- Creating a basic KPI card
- KPI card formatting and auto type
- Comparing values and setting labels
- Target visualization and trend display
- Status indicators and warning levels
- Summary and call to action
Overview
Erik Hougaard shows how to format KPIs as cards using the Advanced Spreadsheets and Reporting app for Business Central. He starts with a basic KPI card and the auto card type, which formats the card based on the settings you have defined.
He then adds a compare value to show whether the main value is above or below another value, a target visualization (for example a target of 1,200 with 83% reached), a trend display, and a status indicator with warning and critical levels. The video ends by suggesting the cards as building blocks for a dashboard of KPIs.
Key points
- A KPI card can show a value, a comparison, a trend, a target and a status.
- Card type auto formats the card depending on the settings you have defined.
- A compare value shows whether the main value is above or below the comparison value.
- The target visualization shows progress as a percentage, in the demo a target of 1,200 with 83% reached, and can be a bar or a donut chart.
- The trend display shows movement over time without a full chart with numbers.
- Status uses warning and critical levels; the two can be combined and the direction can be changed.
- Without specified levels, the status in the demo showed as on track.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| KPI card | 0:42 |
| KPI card auto type | 1:36 |
| KPI compare value | 1:56 |
| KPI target bar visualization | 3:08 |
| KPI trend display | 3:34 |
| KPI status with warning levels | 4:44 |
Quotes
- 0:00 “How to make your KPIs look sharp and dazzling with the advanced spreadsheet and reporting app for Business Central.”
- 1:36 “So right now we have just set it to card type auto so it will try to depending on what settings you have the”
- 2:07 “So, if we go back into the KPI card and then we select the um the compare value.”
- 3:21 “Uh so, now we get a target bar saying hey, the target is 1,200. We are 83% there.”
- 4:55 “So, the last one is a status. Um And right now we’re on track. Because we have not really specified what we are uh”
Disclaimers in the video
- 6:10 other: If you want to try it out yourself, follow the links below and you can try the advanced advanced spreadsheet …
Presenters (as heard): Eric.