Module 7
5 min read
Cards and KPIs
Display key metrics with cards and KPI visuals
What You'll Learn
- Create card visuals for big numbers
- Build KPI visuals with targets
- Best practices for dashboards
Card Visual
Shows ONE big number. Perfect for key metrics.
How to create:
- Click Card icon
- Drag measure to Fields
- Done!
| Use For | Example |
|---|---|
| Totals | Total Sales, Revenue |
| Counts | Customers, Orders |
| Averages | Avg Order Value |
Formatting tips:
- Make font size BIG (80pt+)
- Use display units (K, M, B)
- Add background color
Multi-Row Card
Shows multiple values in a list.
How to create:
- Click Multi-row Card icon
- Drag multiple fields
- Each field becomes a row
Use for: Related metrics together (Sales, Orders, Customers)
KPI Visual
Shows value + target + trend. Perfect for goal tracking.
How to create:
- Click KPI icon
- Drag measure to Indicator
- Drag date to Trend axis
- Drag target to Target goals
Shows:
- Current value
- % of goal achieved
- Trend arrow (up/down)
- Mini sparkline
Colors:
- Green = Above target
- Red = Below target
Best Practices
| Do | Don't |
|---|---|
| Make numbers BIG | Tiny card numbers |
| Limit 3-5 cards | 10+ cards |
| Clear labels | Just numbers |
| Consistent colors | Random colors |
Try This
- Create 3 cards: Revenue, Orders, Customers
- Create 1 KPI: Monthly Sales vs Target
- Format with large fonts and shadows
- Arrange in a row at top of page
Tip: Cards are for the MOST important numbers only!