How to Set Static or Dynamic Target Values in KPI Cards

In Bold BI dashboards, KPI cards are a powerful way to visualize key performance indicators and track business metrics. Sometimes, you may want to display a static target value or allow end users to dynamically change the target value. This article outlines the steps to configure both static and dynamic target values in KPI cards.

Static Target Value

To display a static value as the target value in a KPI card, follow these steps:

1. Create an Expression:

   • Navigate to the expression editor in your dashboard.
   • Enter the static value you wish to display as the target value in the expression field.
   • Save the expression.
     
     

2. Configure the Expression:

   • Go to the KPI card settings.
   • Set the previously saved expression as the target value.

3. Select Aggregation:

   • Choose “Max” as the aggregation method.
   • This ensures that the KPI card will always display the static value you have set.
     
     

Dynamic Target Value

To allow end users to change the target value dynamically, use the following steps:

1. Create a Parameter Field:

   • Create a dashboard parameter with the desired default value.
     
     

2. Create an Expression Using the Parameter:

   • Use the dashboard parameter to create an expression.
   • Configure this expression as the target value in the KPI card settings.
     
     

3. Select Aggregation:

   • Choose “Max” as the aggregation method.
   • This ensures that the KPI card will always display the static value you have set.
     
     

4. Dynamic Value Adjustment:

   • In preview mode or after publishing the dashboard, end users can use the dashboard parameter option to input a dynamic value that will be displayed as the target value in the KPI card.
     
     

By following these steps, you can effectively set up and manage static and dynamic target values in your Bold BI KPI cards, providing a flexible and interactive experience for dashboard users.

Additional References

For more detailed information on working with expressions, parameters, and conditional formatting in Bold BI, please refer to the following resources:

1. Configure KPI card
2. Apply Conditional Formatting in KPI card
3. Configuring Expression
4. Dashboard Parameter