Indicator
An indicator reflects the value of a single key measure. You can use several measures to build a more complex and meaningful indicator.
You may want to use indicators when a dashboard contains values you need to monitor on a regular basis to understand the general picture. This could be, for example, the number of incidents for the previous day, plan performance percentage, or year-on-year sales growth.
Indicators are most commonly placed at the top or on the right side of a dashboard. Put no more than six indicators per screen so they remain in focus without confusing the user. Use indicators of different sizes to build a hierarchy of metrics according to their significance.
You can set up the size and color of an indicator.
Source table
Year | Sales |
---|---|
2022 | 6M |
2021 | 28M |
2020 | 18M |
2019 | 9M |
2018 | 1M |
Wizard sections
Section section |
Description |
---|---|
Measure | Measure. One measure that determines the indicator value. |
Filters | Dimension or measure. Used as a filter. |
Creating an indicator
To create an indicator:
Warning
If you use a new DataLens object model with workbooks and collections:
- Go to the DataLens home page
. In the left-hand panel, select Collections and workbooks. - Open the workbook, click Create in the top-right corner, and select the appropriate object.
Follow the guide from step 4.
- Go to the DataLens home page
. - In the left-hand panel, select
Charts. - Click Create chart → Chart.
- At the top left, click
Select dataset and specify the dataset to visualize. - Select the Indicator chart type.
- Drag a dimension or measure from the dataset to the Measure section. The value is displayed as a number.
Additional settings
Changing indicator size and color
To change indicator size and color:
- In the Measure section, click
. - In the Indicator settings window, select the size and color and click Apply.
Customizing header display
To customize header display:
-
At the top of the screen, click
next to the chart type. -
Select header display options:
Field name
: Show field name in header.Manually
: Rename header.Hide
: Hide header.
-
Click Apply.
Chart settings window
Creating a complex indicator
To create a complex indicator representing a number of measures, use the markup functions. To do this:
- Create a calculated field using the markup functions.
- Drag a field from Measures to the indicator's Measure section.
Text formatting
MARKUP(
BOLD(SIZE('Payment by card: ', '18px')),
BR(),
BR(),
SIZE(COLOR(STR(COUNTD_IF([OrderID], [PaymentType]='Bank card')),'blue') + ' / ' + STR(COUNTD([OrderID])), '26px'),
BR(),
BR(),
SIZE(STR(ROUND(COUNTD_IF([OrderID], [PaymentType]='Bank card')/COUNTD([OrderID])*100, 2)) +
' % of total', '20px')
)
Indicator with multiple measures
MARKUP(
SIZE('Amount: ', '18px'),
BR(),
BR(),
COLOR(SIZE('- categories: ' + STR(COUNTD([ProductCategory])), '18px'), '#BE2443'),
BR(),
COLOR(SIZE('- subcategories: ' + STR(COUNTD([ProductSubcategory])), '18px'), 'blue'),
BR(),
COLOR(SIZE('- brands: ' + STR(COUNTD([ProductBrend])), '18px'), 'green'),
BR(),
COLOR(SIZE('- products: ' + STR(COUNTD([ProductName])), '18px'), '#FF7E00')
)
Indicator with a measure by category
MARKUP(
SIZE('Sales: ' + COLOR(STR([Sales])+ ' ₽', 'green'), '26px'),
BR(),
COLOR(" ▲ ", "green")+": More than ₽50,000,000 | " + COLOR(" ▼ ", "red") + ": ₽50,000,000 or less",
BR(),
BR(),
SIZE(
COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Home appliances'))+ ' ₽ | ', 'blue') +
COLOR(if(SUM_IF([Sales],[ProductCategory]='Home appliances')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Home appliances')>50,000,000,"green", "red")),
'20px'),
BR() + 'Home appliances',
BR(),
BR(),
SIZE(
COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Household chemicals'))+ ' ₽ | ', 'green') +
COLOR(if(SUM_IF([Sales],[ProductCategory]='Household chemicals')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Household chemicals')>50,000,000,"green", "red")),
'20px'),
BR() + 'Household chemicals',
BR(),
BR(),
SIZE(
COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Household products'))+ ' ₽ | ', 'violet') +
COLOR(if(SUM_IF([Sales],[ProductCategory]='Household products')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Household products')>50,000,000,"green", "red")),
'20px'),
BR() + 'Household products'
)
Recommendations
-
Use emojis when calculating indicator values to make them more informative.
This indicator chart uses a calculated field with the following formula:
IF([Average spend]>2200, CONCAT("✔️",STR(ROUND([Average spend]))),CONCAT("🔻",STR(round([Average spend]))))
. -
Describe the context to make it clear what indicators mean.