Metric Summary

A Metric Summary displays aggregated results of multiple dimensions and measures using intuitive formats like bullet indicators or progress bars to provide a quick, high-level performance snapshot.

A Metric Summary is a compact visualization that provides a measure-wise summary of data, helping users track and compare multiple metrics across dimensions in a single view. Unlike standard charts that focus on trends or distributions, a Metric Summary emphasizes aggregated results and represents them using intuitive formats such as bullet indicators or progress bars. It supports the selection of multiple dimensions and measures, making it ideal for dashboards and reports where a quick, high-level performance snapshot is required.

When to Use a Metric Summary

Use a Metric Summary when you want to:

• Display measure-level summaries in a simple, readable format.

• Provide KPI monitoring across multiple categories.

• Track progress toward goals using bullet or progress bar visuals.

• Present compact summaries in dashboards for executives and managers.

Examples:

• Showing revenue, expenses, and profit together with summary indicators.

• Tracking project progress across departments.

• Comparing student performance metrics with progress bars.

Chart Properties

General Settings

• Measure Description – Add a heading for the selected dimensions/measures column.

• Summary Description – Add a heading for the summary column.

• Column Type – Select visualization type for the column:

  • Bullet

  • Progress Bar

• Exclude from Global Filter – Exclude the chart from report-level global filters.

View Filter

• Filter – Apply a filter condition to restrict the dataset (e.g., filter by region or department).

Modifying Measures

• Modify Series Properties of the selected measures to adjust formatting, aggregation, or presentation.

Best Practices

• Use Progress Bars for ongoing goals or target monitoring.

• Use Bullet indicators for compact KPI summaries.

• Keep measure descriptions short and meaningful for dashboard readability.

• Apply filters to tailor Metric Summaries for specific audiences (e.g., team-level vs. organization-level).