In this blog we will learn how to create a KPI/Card widget with sub chart & trend (percentage change options) in open source BI product Helical Insight.
A KPI Card widget gives an option to generate a single value output for reports. Like total sales of current month, or Profit single value with a trendline below it etc. There is even an option of adding a subchart kind of option as well below the card.
Starting from Helical Insight version 6.1.0.826 , the process for creating a card has been updated slightly. After dragging a measure, you now need to select Visualization → Card → KPI.

Marks
Till now we have already created a card widget.
In case if you would like to add a subchart below the created card widget, the Details section of Marks can be used. Go to Marks section and you will notice a portion called “Details”.


You can drag any field here and based on that dragged field we can see the breakup of the total number as a subchart visualization (in this case it will show a breakup of total travel_cost , Source Travelled from). Let us add Source to the color option and generate the report again.

You can change this Area graph to a line or Bar and from the marks option. Or you can drag another field to marks to see the breakup of the cost of travel from the source.
Now that you have one more visualization at your disposal, use it as you need it.
The field which you have dragged, you can even apply any DBfunction, Aggregation, Sorting also and use it (simply clicking on the dragged column will allow you to do that)

From version 6.1.0.826 GA Trend Card has been introduced allowing you to create card with trends, changes, growth percentage etc to be also shown. Some sample snapshots of Trend Card is shown here. Click here to learn how to create Trend Card.

There are a lot of other customizations like color palette, data format, caching, axis, drill down, drill through etc which can also be used. You can refer to our other blogs to learn about the same.
Reach out to us on support@helicalinsight.com in case of any more questions.
