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Workday User Guide
Last Updated: 2023-09-22
Set Up KPI Viz Options

Set Up KPI Viz Options

Security:
Discovery Boards: Create
 domain in the System functional area.
When you create or edit a KPI viz, you can configure some KPI-specific options, such as:
  • The variance (difference) between a base measure and a comparison measure. To display the variance, you must include a field in the
    Comparison Measure
     drop zone.
  • The variance (difference) between the metrics from a base time period and a comparison time period. To display the variance, you must include a field in the
    Date
     drop zone.
  • A visual cue that indicates the progress toward the intended result. The visual cues use an icon and/or prominent background color to indicate progress. You can add rules that define when the current value is expected, a warning, or critical. For time comparisons, you can add rules that indicate whether a KPI is on a positive or negative trend.
  1. Select a KPI viz.
  2. On the
    Configurations
     panel, define how to calculate the variance in the
    Comparison Measure
     or
    Period Comparison Date
     tab.
  3. (Optional) Select how to display the variance. For percentages, select the number of
    Decimal Places
     to display.
  4. (Optional) Define the base and comparison periods for time period comparison using dynamic or static dates.
  5. (Optional) Enable or disable
    Show Date Ranges on Visualization
     from the related actions menu to view or hide the date ranges for the base period and/or comparison period on the viz.
  6. (Optional) Select the
    Indicators
     tab, and add 1 or more rules that define progress toward the intended result.
    1. Select which value to evaluate against in each rule, either the
      Base measure value
       or
      Percentage of target
      . For date values, select
      Base Measure Value
      ,
      Variance as a Value
      , or
      Variance as a Percentage
      .
    2. In the first rule, define the rule conditions by selecting the comparison operator, comparison value, and the visual indicator to display.
    3. (Optional) Click
      Add Rule
       to add another rule.
    4. To change the order of rules, click the handle on the right side of a rule and drag into the desired position.
    Workday evaluates the rules in order starting at the top. The viz displays the indicator for the first matching rule.

This content is not part of the Workday Administrator Guide.