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Workday User Guide
Last Updated: 2023-06-23
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 the base measure and the comparison measure. To display the variance, you must include a field in the
    Comparison Measure
     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.
  1. Select a KPI viz.
  2. Click
    Viz Options
    .
  3. On the
    Comparison
     tab, define the
    Target
     options:
    Option Description
    Display name
    The label to display in the viz next to the target value when the viz includes a comparison measure.
  4. (Optional) To display the difference between the base and comparison measures as a value, select
    Show variance
     and define the variance options:
    Option Description
    Show as percentage
    Displays the variance as a percentage of the target instead of a number. Select the number of
    Decimal Places
     to display.
    Calculation
    How to calculate the variance using the base and comparison measure values.
    Display name
    The label to display in the viz next to the variance value.
  5. (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
      .
    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.