Overview
The new KPI chart is available with the new KPI experience. Learn how to enable it here.
The first thing you see when you open a KPI side-panel is its chart. The chart is a visual representation of the KPI values for a specific period.
The shown period is controlled by the aggregation and period selected at the top of the chart. The default period depends on the one selected on the KPI grid.
Here is their correlation:
Last 7 days - Daily & 7d
Last 30 days - Daily & 30d
Last 3 months - Monthly & 3m
Last 6 months - Monthly & 6m
Last 1 year - Monthly & 12m
For Session related or Custom options selected on the KPI grid, we apply the same period in the Calendar option and aggregation as follows:
Period <= 30 days - Daily
Period > 30 and <= 60 days - Weekly
Period > 60 and <= 365 days - Monthly
Period > 365 and <= 457 - Quarterly
Period > 457 days - Yearly
Once a period is changed, the new selection will be kept for all KPI screens for the current user session.
Aggregation Explained
Every KPI has its own cadence and update frequency. To accommodate that, we allow you to switch the chart visualisation and monitor the values based on your preference.
How to change the aggregation?
From the first option above the chart, you can select the aggregation of the KPI values. Available options are:
Each option comes with predefined periods, so you can quickly view the KPI values for the last 30 days, 4 weeks, 6 months, etc.
If you need to view the values for a different period, use the calendar option.
What is aggregation?
KPI values can be updated more frequently than the cadence of their review, especially when automated - in this case, the system will update the KPI every time there is a change in the value.
Based on the "Calculation method" selected on each KPI, the system calculates the aggregated value. The available options are:
Last value - Takes the latest recorded data point within the selected period.
Sum of values - Sums the data points within the period.
Average value - Calculates the total of all data points within the period and divides it by the number of data points.
For example, we have a KPI "Open bugs" that is being updated every week, and the values for the last month are:
week 1: 5 bugs
week 2: 3 bugs
week 3: 2 bugs
week 4: 4 bugs
Based on the Calculation method selected on the KPI, the resulting value for Monthly aggregation will be:
Last value: 4 bugs
In this case the system takes the last value for the period, which is the value of week 4.Sum of values: 14 bugs
The system sums up the values of all 4 weeks: 5 + 3 + 2 + 4 = 14Average value: 3,5 bugs
Here, the system calculates the average of the value for the 4 weeks: (5 + 3 + 2 + 4) / 4 = 3,5 bugs
Color-coding
The chart color depends on the difference between the beginning and the end of the selected period, and the direction of the KPI:
Green:
If the KPI direction is “More is better” and the delta between the start and end of the selected period is positive.
If the KPI direction is “Less is better” and the delta between the start and end of the selected period is negative.
Red:
If the KPI direction is “More is better” and the delta between the start and end of the selected period is negative.
If the KPI direction is “Less is better” and the delta between the start and end of the selected period is positive.
Grey:
There is no change in the value between the start and end of the selected period.
Target
If you are using targets, they will be visualised with a blue line on the chart, allowing you to compare the KPI values against each target.
For more details, refer to the article KPI Targets
Statistics cards
Below the chart, you will see 3 boxes, showing quick statistics for the KPI. Their values depend on the selected aggregation.
Period-to-Date: shows the change in the KPI’s values from the beginning of the week/month/quarter/year till today.
Period-on-Period: shows the change in the KPI’s value compared to the previous calendar week/month/quarter/year.
Target vs. Actual: the last card shows how much the KPI should change to reach the next target.