Using a KPI card to sync monthly data with a year time selector without additional filters

edited August 2023 in Best Practices

This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector.

The example uses a KPI card, grid card, and chart card.

Changing Year selector updates the title KPI, grid, and chart card:

The KPI card references a Line Item called KPI Grid Title. If only syncing TIME is the purpose and the financial measure is static, this can be built with just Net Income Line Item and TIME. A list is used in this example to provide an option to publish an additional selector for financial list items so its name would change based on measure selection. However, in this example, the Net Income Line Item is kept static to keep it simple.

The KPI Grid Title line item’s Time Scale is Year. The formula for the Line Item creates the Title Name. So now when published to a page, the KPI’s Year selector will sync the page for the selected Year. No additional filters are needed. This example has just the standard filter for Months Only (Year Summary) for the grid and Months Only (No Summary) for the chart card.

Sync is turned on for the Column Time Hierarchy filter within card configurations for both the grid and chart card Context.

Unnecessary selectors and graph labels can be hidden or configured further as needed.