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  1. Select the view type as KPI to use the Rich Text Editor on your worksheet.

  2. From the properties on the right, select the Template as None, and then click the Customize Design link.


    The Rich Text Editor is displayed, as shown in the following figure.

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Inserting Measure Value, Filter Value, or Parameter Value in a KPI

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  1. On the worksheet design page, drag the measure onto the Y-axis shelf of the KPI and apply filters that you want to include in KPI

  2. Select the Template as None, and click Customize Design.

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  3. On the Rich Text Editor dialog, click Insert and select the Measures, Filters, or Parameters as shown in the image. The corresponding placeholders are added to the dialog, which will be replaced with the actual value in KPI.

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Inserting images in KPI

To insert an image in the KPI, perform the following steps.

  1. On the Rich Text Editor, click the three-dot menu, and click the image icon to insert the image.

  2. On the displayed Insert/Edit Image dialog, you can insert the image using any of the following:

    1. If it is an online image, provide the image URL in the Source field.

    2. If the image is placed at the Kyvos setup location, you can pick it from the Image list.

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Note

You can change the Width and Height of the image. To unlock sizing, click the lock icon.

Only the images placed at client\themes\worksheet\images\custom\ location are displayed in the Images list.

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  1. For this, click Insert > Conditions

  2. Select the conditions from If-Else, If-ElseIf, Complex If, or Complex If-else-ElseIfIf.Image Removed

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Let us consider an example where you want to highlight the KPI such that if the discount is greater than zero, it should be shown in Green; otherwise in Red.

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