KPIs

SquaredUp KPIs allow you to publish key metrics both within a workspace and also to aggregate at a higher level for reporting:

• Publishing Individual KPIs within a workspace

• Aggregating KPIs on a summary dashboard

Publishing Individual KPIs within a workspace

Select data from a dashboard to be published as a KPI.

1. Create a new KPI type from Settings > KPIs > Add new KPI type. Creating a KPI type creates a data stream, which is used when adding KPIs to a summary dashboard. Status and Cost KPIs have been created to get you started.

2. Browse to the workspace and dashboard that displays the tile with the data you want to publish as a KPI.

3. Edit the dashboard and tile.

4. Click the KPI tab on the right of the screen.

5. Toggle KPI to ON.

6. Give the KPI a name, such as the data it shows.

7. Click on KPIs on the left-hand menu and in a few minutes the KPIs will appear.

Aggregating KPIs on a summary dashboard

Create a Summary dashboard to show KPIs.

1. Create a new dashboard, for example KPI Summary in an Overview workspace.

2. Configure a new tile.

3. Create a new scope by selecting Workspace Graph > Workspaces > <The workspace where you published the KPI>

4. Under Data Streams > Other click on the data stream with the same name as the KPI you created.

5. By default a table will show you all the KPIs published.

6. Add a new tile, using the steps above. This time click the Configure button next to the KPI data stream to go into the Advanced Settings and change the Aggregation settings. For example, use the Aggregation options to sum the KPI data together:

   Group by: KPI Type

   Aggregate column: Value

   Aggregation type: Total

   Visualization: Scalar