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Kyvos supports the Rich Text Editor for KPI charts and HTML Cards.
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Note The Rich Text Editor is used for HTML cards and works with KPI to design templates. For example, you can change the font family and font size and do basic formatting, including paragraph alignment and adding bullets and numbers. You can also change the text's foreground and background color. Pictures, tables, and links can be inserted and indented, or text can be omitted. To access additional functionalities, use the three-dot (…) actions menu. |
Rich Text Editor for KPI Cards
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Select the view type as KPI to use the Rich Text Editor on your worksheet.
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.
Inserting Measure Value, Filter Value, or Parameter Value in a KPI
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To include a measure, filter, or parameter in the KPI template, you can add a placeholder in the KP editorRich Text Editor. The actual values will be displayed in the worksheet/dashboards.
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For this, click Insert > Conditions.
Select the conditions from If-Else, If-ElseIf, Complex If, or Complex If-else-If.
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For this, select the if-else option and create a branch with the default condition, as shown in the image below.
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Now, you can customize the condition and template design as needed.
Let us consider an example where you want to highlight the KPI such that if the ‘Sum Discount’ is greater than 3000, it should be shown in Green; otherwise in Red.
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As you can see, the discount Sum Discount is greater than zero 3000 and is shown in Green.
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If the discount Sum Discount is less than zero3000, it is shown in Red.
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Rich Text Editor for HTML Cards
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On the Add HTML Card dialog, use the editing options to add a card with custom formatting, images, or tables.
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Similarly, while working with KPI, you can change the font family and font size and do basic formatting, including paragraph alignment and adding bullets and numbers. You can also change the foreground and background color of the text. You can also insert pictures, tables, and links and indent or omitted text. Use the three-dot menu to access additional functionalities.
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Tips and recommendations for working with Rich Text Editor
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