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KPI 指标卡用于直观的显示和跟踪一个关键绩效指标 (KPI) 或度量值随时间的变化,它既可以显示 KPI 值又可以显示 KPI 值与目标之间的差值以及差值百分比。
比如用 KPI 指标卡来实时展示当前销售额、利润达成情况等,还可以显示出指标随指定分类的变化趋势。
例如,使用 KPI 指标卡显示订单利润,完成率以及背景中还显示了订单利润随月份的变化趋势。
KPI 指标卡支持行切面和列切面分析并且可以进行排序/排名等操作,方便进行各系列的排行。
比如下图使用指标卡绑定销售地区和销售金额,并添加排序来监控显示各大区的销售额及排名情况。
单击数据可视化按钮展开图表列表,然后选中 KPI 指标卡组件并拖拽至编辑区,即可添加一个 KPI 指标卡。
添加组件后,数据绑定面板会自动打开。在数据绑定面板中选择数据集或模型,例如我们选择Demo_销售明细。
然后将数据集中的字段拖拽到组件的各个绑定区域完成数据绑定绘制。
数据绑定区域 | 说明 |
---|---|
实际值 | 主要跟踪的指标,可绑定一个字段或不绑定字段。 因为组件除了使用绑定数据进行绘制外,还可以使用自定义的数据,详见自定义输入数值。 |
对比值 | 所跟踪指标的目标值或对比值,可绑定一个字段或不绑定字段。 因为组件除了使用绑定的数据进行外,还可以使用自定义的数据,详见自定义输入数值。 |
趋势轴 | 可绑定一个字段或不绑定,绑定之后使用“实际值”和“趋势轴”中的字段绘制一个背景趋势图。 提示:有时由于配色问题,趋势图显示不明显。可在属性设置中的“趋势背景色”调整颜色。 |
列切面 | 可绑定一个或多个字段。有关切面分析的介绍,请见切面分析。 |
行切面 | 可绑定一个或多个字段。有关切面分析的介绍,请见切面分析。 |
KPI 指标卡的构成:
将数据绑定到组件后,可以对字段和数据进行进一步配置处理,使其更符合使用场景的需要。
比如修改数据显示格式、字段重命名、级联显示效果。
或者进行数据的聚合运算(合计、平均数、最大值、最小值、计数)、快速运算(排名运算、占比运算、累计运算、移动运算、以及基于日期的同环比运算等)。
具体操作请详见数据处理。
如需调整KPI指标数值的数据格式(控制小数位数,显示货币符号,显示为百分数等等)或数据单位,请按下图所示进行设置。
KPI 指标卡支持非常丰富的数据探索分析能力,可为您的数据可视化分析过程提供强有力的支撑。比如为组件添加过滤器、数据排名、排序、切换组件类型等等。
具体介绍请详见数据探索与分析,其中数据排序功能在组件绑定切面数据后才会出现。
组件基本创建完成后,还可以对其外观属性进行进一步的个性化设置。如设置数据来源、外观样式等等。
选中组件,在编辑区右侧选择属性设置或者双击该图表,打开属性设置面板即可进行图表属性的设置。
有关属性设置中各设置项目的详细介绍,请参见单个组件外观与属性设置。
本例为您介绍如下指标卡的实现过程。
1. 添加KPI指标卡,并将订单金额和客户地区绑定到组件绑定区。
2. 设置数据格式为货币。
3. 取消显示副标题,设置标题。
4. 添加排序。详细介绍请参见 数据排序 。
5. 外观调整。
使用属性设置面板进行外观属性的调整即可。