KPI properties

You open the properties panel for a visualization by clicking Edit sheet in the toolbar and clicking the visualization that you want to edit.

If the properties panel is hidden, click  Show properties in the lower right-hand corner.

Data

Click Add to add a measure.

Measures

On the Data tab, under Measures, click Add to open a list of available measures. Select the measure that you want to add to the visualization. If you select a field, you are automatically presented with some common aggregation functions that you can choose between for the measure. Pie charts require a measure for Angle, but optionally a measure can be added for Radius, which determines the radius of each slice of the pie chart.

If no measure is available, you need to create one. You can enter the expression directly in the text box, or click to create a measure in the expression editor.

You can edit a measure that is linked to a master item by updating the master item, or by unlinking the measure from the master item and editing only this instance.

If Add measure is dimmed, you cannot add more measures.

The following properties are available for measures:

• <Measure name>:
  • Expression: Click to open the expression editor. The existing expression is displayed by default.
  • Label: Enter a label for the measure. Measures not saved in Master items are by default displayed with the expression as label.
  • Measure: Only displayed for master items. To edit only this instance of the measure, click to unlink the measure from the master item.

  • Number formatting: Different options for formatting the measure values. If you want to change the number format at app level, and not just for a single measure, it is better to do that in the regional settings, that is, in the SET statements at the beginning of the script in the data load editor.

    The following number formats are available:

    • Auto: Qlik Sense automatically sets a number formatting based on the source data.

      To represent numeric abbreviations, the international SI units are used, such as k (thousand), M (million), and G (billion).

    • Number: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.

      Examples:  

      • # ##0 describes the number as an integer with a thousands separator. In this example " " is used as a thousands separator.
      • ###0 describes the number as an integer without a thousands separator.
      • 0000 describes the number as an integer with at least four digits. For example, the number 123 will be shown as 0123.
      • 0.000 describes the number with three decimals. In this example "." is used as a decimal separator.

      If you add the percent sign (%) to the format pattern, the measure values are automatically multiplied by 100.

    • Money: By default, the format pattern used for money is the same as set up in the operating system. Use the Format pattern box to change the format pattern.
    • Date: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.
    • Duration: By default, the format pattern used for duration is the same as set up in the operating system. Duration can be formatted as days, or as a combination of days, hours, minutes, seconds and fractions of seconds. Use the Format pattern box to change the format pattern.
    • Custom: By default, the format pattern used for custom is the same as set up in the operating system. Use the Format pattern boxes to change the format pattern.
      • Decimal separator: Set the decimal separator.
      • Thousands separator: Set the thousands separator.
      • Format pattern: Set the number format pattern.
      • Reset pattern: Click to reset to default pattern.
    • Measure expression: The format pattern is determined by the measure expression. Use this option to display custom number formatting for a measure in a visualization.

  • Master item: Create a master measure based on the measure expression by clicking Add new. If the measure is already linked to a master item, you can update the master item by clicking Edit. All instances of the linked dimension will be updated.

Scripts

On the Data tab, under Scripts, click Add to create a chart script. You can add more than one chart script.

You can enter the chart script directly in the text box, or click to create a chart script in the expression editor.

Using chart level scripting in visualizations

Add-ons

• Data handling: Calculation condition: Specify an expression in this text field to set a condition that needs to be fulfilled (true) for the object to be displayed. The value may be entered as a calculated formula. For example: count(distinct Team)<3. If the condition is not fulfilled, the message or expression entered in Displayed message is displayed.

  A calculation condition is useful when a chart or table is slow to respond due to a large amount of data. You can use the calculation condition to hide an object until the user has filtered the data to a more manageable level by applying selections. Use the Displayed message property to guide the user to filter the data.

Appearance

General

• Show titles: Select to enable or disable titles, subtitles, and footnotes in the chart.

  Enter Title, Subtitle, and Footnote. By default, the string is interpreted as a text string. However, you can also use the text field for an expression, or a combination of text and expression. An equals sign (=), at the beginning of a string shows that it contains an expression.

  Click if you want to create an expression by using the expression editor.

  Information noteTitles are displayed on a single line. If you inject line breaks they will be ignored.

  Example:  

  Assume that the following string is used, including quotation marks: 'Sales: ' & Sum(Sales).

  By default, the string is interpreted as a text string and is displayed as presented in the example. But if you begin the string with an equals sign: (='Sales: ' & Sum(Sales)), the string is interpreted as an expression instead. The output is then Sales: <value of expression>, where <value of expression> is the calculated value.

• Disable hover menu: Select to disable the hover menu in the visualization.

• Show details: Set to Show if you want to allow users to be able to choose to view details, such as descriptions, measures, and dimensions.

Alternate states

State: Set the state to apply to the visualization. You can select:

• Any alternate state defined in Master items.
• <inherited>, in which case the state defined for the sheet is used.
• <default state>, which represents the state where no alternate state is applied.

For more information about alternate states, see Using alternate states for comparative analysis.

Presentation

• Show title: On by default. When selected, the measure title is displayed above the KPI value.
• Alignment: Set the alignment of the KPI value and the title.
• Layout behavior: Sets the layout mode for the font. Options are: Fixed in which the font size is independent of the box size and the length of the text, Fluid in which the font size adapts to the size of the box, and Responsive in which the font size adapts to the size of the box and the length of text.
• Font size: Set the relative font size of the measure value. When the chart is resized, the font size might adjust to fit the chart depending on the setting of Layout behavior.
• Link to sheet: Off by default. When turned On, you can link from the KPI to any sheet in the app. Select the sheet in the list. You can also select if the linked sheet opens in a new tab.

Colors

• Conditional colors: When used, you can add range limits and use different colors and symbols for the different sections.

• Add limit: Use the slider to set the limit. You can add several sections. Click the section to change color.

  You can use an expression as a limit. Click if you want to create an expression.

• Gradient: Select to use different shades of colors in the transition between the sections.
• Remove limit : Click to remove the selected limit. If no limit is selected, the most recently added limit is removed.

Tooltip

• Tooltip: Set to Custom to add any combination of measures, a chart, or an image, to the tooltip.
• Hide basic rows: Hide the rows of the tooltip that show basic information. If a custom tooltip has no measures and a title and description, Hide basic rows will also hide dimension values as well.
• Title: Enter a title for the tooltip.
• Description: Enter a description for the tooltip.
• Measures: Click Add measure to show the measure as a tooltip.
  • Select a measure from a field using From a field. You can also use an expression to add a measure. Click to open the expression editor. The existing expression is displayed by default.
  • You can change the label of the measure using Label and the formatting using Number formatting. If the measure is a master item, you can use the master measure formatting or turn off formatting and select another format using Number formatting.
• Chart: Click Add chart to add a chart to the tooltip.
  • Master items: Select a master visualization from the list to show as a tooltip.
  • Chart size: Select the size of the chart container.
    • Small. Sets the width and height of the container to 140 pixels.
    • Medium. Sets the width and height of the container to 200 pixels.
    • Large. Sets the width and height of the container to 340 pixels.
  • Edit master item: Appears after you select a master visualization. Click to edit the master item.
• Images: Click Add an image to add an image to the tooltip.
  • Type: Choose the location of the image from either your Media library or from a URL.
  • Size: Set the size of the tooltip container. Qlik Sense fits the image into the container.
    • Small. Sets the width and height of the container to 50 pixels.
    • Medium. Sets the width and height of the container to 200 pixels.
    • Large. Sets the width and height of the container to 340 pixels.
    • Original. Qlik Sense fits the image into the container. If the image is larger than 340 pixels, it is scaled down.
  • Media library: Appears when you choose Media library for Type. Click to select an image from your media library.
  • URL: Appears when you choose URL for Type. Enter a URL.

• Expression editor
• Properties panel