Indicator in DataLens On-premises

An indicator reflects the value of a single key measure. To build a more complex and meaningful indicator, use several measures.

  • You may want to use indicators when a dashboard contains values you need to monitor on a regular basis to understand the general picture. This could be, for example, the number of incidents for the previous day, plan performance percentage, or year-on-year sales growth.

  • Indicators are most commonly placed at the top or on the right side of a dashboard. Add no more than six indicators per screen so they remain in focus without confusing the user. Adjust widget sizes to reflect the importance of different metrics.

    indicator-chart

  • You can set up the size and color of an indicator.

    indicator-chart-red

    Year Sales
    2022 6M
    2021 28M
    2020 18M
    2019 9M
    2018 1M

Wizard sections

Wizard
section
Description
Measure Measure. One measure that determines the indicator value.
Colors The field from the Measure section is used. The setting in this section allows changing the color of the indicator.
Filters Dimension or measure. Used as a filter.

Creating an indicator

To create an indicator:

Warning

If you use the new DataLens object model with workbooks and collections:

  1. Go to the DataLens home page.

  2. Open the workbook, click Create in the top-right corner, and select the object you need.

Follow the guide from step 4.

  1. Go to the DataLens home page.

  2. In the left-hand panel, select Charts.

  3. Click Create chartChart.

  4. At the top left, click Select dataset and specify the dataset to visualize. If you do not have a dataset, create one.

  5. Select the Indicator chart type.
  6. Drag a dimension or measure from the dataset to the Measure section. The value is displayed as a number.

Additional settings

Customizing header display

To customize header display:

  1. At the top of the screen, click next to the chart type.

  2. Select header display options:

    • Field name: Show field name in header.
    • Manually: Rename header.
    • Hide: Hide header.
  3. Click Apply.

Chart settings window

indicator-chart-settings

Changing indicator size

This setting is not available for a field of the Markup type. In this case, use markup functions for formatting as when creating a complex indicator.

To change the indicator size:

  1. At the top of the screen, click next to the chart type.
  2. Select one of the size presets and click Apply.

Changing indicator color

This setting is not available for a field of the Markup type. In this case, use markup functions for formatting as when creating a complex indicator.

To change the indicator color:

  1. Under Colors, click .
  2. Select a color pallete and color, then click Apply.

Creating a complex indicator

To create a complex indicator representing a number of measures, use the markup functions. Proceed as follows:

  1. Create a calculated field using the markup functions.
  2. Drag a field from Measures to the indicator's Measure section.
Text formatting
BOLD(SIZE('Payment by card: ', '18px')) +
BR() + BR() +
SIZE(COLOR(STR(COUNTD_IF([OrderID], [PaymentType]='Bank card')),'blue') + ' / ' + STR(COUNTD([OrderID])), '26px') +
BR() + BR() +
SIZE(STR(ROUND(COUNTD_IF([OrderID], [PaymentType]='Bank card')/COUNTD([OrderID])*100, 2)) +
' %  in total', '20px')

indicator-fonts

Indicator with multiple measures
SIZE('Amount: ', '18px') +
BR() + BR() +
COLOR(SIZE('- categories: ' + STR(COUNTD([ProductCategory])), '18px'), '#BE2443') +
BR() +
COLOR(SIZE('- subcategories: ' + STR(COUNTD([ProductSubcategory])), '18px'), 'blue') +
BR() +
COLOR(SIZE('- brands: ' + STR(COUNTD([ProductBrend])), '18px'), 'green') +
BR() +
COLOR(SIZE('- products: ' + STR(COUNTD([ProductName])), '18px'), '#FF7E00')

indicator-some-measures

Indicator with a measure by category
SIZE('Sales: ' + COLOR(STR([Sales])+ ' ₽', 'green'), '26px') +
BR() +
COLOR(" ▲ ", "green")+": More than ₽50,000,000  | " + COLOR(" ▼ ", "red") + ": ₽50,000,000 or less" +
BR() + BR() +
SIZE(
    COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Home appliances'))+ ' ₽ | ', 'blue') + 
    COLOR(if(SUM_IF([Sales],[ProductCategory]='Home appliances')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Home appliances')>50,000,000,"green", "red")),
    '20px') +
BR() + 'Home appliances' +
BR() + BR() +
SIZE(
    COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Household chemicals'))+ ' ₽ | ', 'green') + 
    COLOR(if(SUM_IF([Sales],[ProductCategory]='Household chemicals')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Household chemicals')>50,000,000,"green", "red")),
    '20px') +
BR() + 'Household chemicals' +
BR() + BR() +
SIZE(
    COLOR('| ' + STR(SUM_IF([Sales],[ProductCategory]='Household products'))+ ' ₽ | ', 'violet') + 
    COLOR(if(SUM_IF([Sales],[ProductCategory]='Household products')>50,000,000, " ▲ "," ▼ "), if(SUM_IF([Sales],[ProductCategory]='Household products')>50,000,000,"green", "red")),
    '20px') +
BR() + 'Household products'

indicator-categories

Indicator with an image
IMAGE('https://storage.yandexcloud.net/dl--********//datalens.jpg', 32, 32, 'alt-text-1') +
COLOR(SIZE('| ' + STR(SUM_IF([Usage],[Service]='DataLens')), '32px'), '#AEC5F3') +
BR()+
COLOR(SIZE('DataLens', '20px'), '#AEC5F3')+
BR()+
BR()+
IMAGE('https://storage.yandexcloud.net/dl--********//powerbi.jpg', 32, 32, 'alt-text-1') +
" " + COLOR(SIZE('| ' + STR(SUM_IF([Usage],[Service]='Power BI')), '32px'), '#B8A754')+
BR()+
COLOR(SIZE('Power BI', '20px'), '#B8A754')+
BR()+
BR()+
IMAGE('https://storage.yandexcloud.net/dl-********/tableu.jpg', 32, 32, 'alt-text-1') +
" " + COLOR(SIZE('| ' + STR(SUM_IF([Usage],[Service]='Tableau')), '32px'), '#4D5DAB')+
BR()+
COLOR(SIZE('Tableau', '20px'), '#4D5DAB')

indicator-some-measures

Recommendations

  • Use emojis when calculating indicator values to make them more informative.

    indicator-chart-emoji

    This indicator chart uses a calculated field with the following formula: IF([Average spend]>2200, CONCAT("✔️",STR(ROUND([Average spend]))),CONCAT("🔻",STR(round([Average spend])))).

  • Describe the context to make it clear what indicators mean.

    indicator-chart-context

Useful links