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Goal Calculator and Visualizer

NOTE: The goal calculator and visualizer can only be added to Threshold Charts.

 

With this update, you can now add a goal calculator and visualizer to any line or bar Chart in KaiNexus using thresholds. A goal visualizer will be added to the Chart so that you can quickly check in on the progress being made.

The goal is calculated with the equation (actual - baseline) / (goal - baseline), where:

  • “Baseline” is the first data point on the “baseline threshold” series. If there is no such series, it is the first data point on the “actual” series.

  • “Actual” is the last data point on the “actual” series

  • “Goal” is the last data point on the “threshold” series

A goal gauge will be added to the Chart to show how close to your goal you’re getting.

Goal_gauge.jpg

 

Add a Goal to a line or bar Chart

Open the Chart with which you want to work, then:

  • Click 2018-05-01_2326.png in the top right corner of the page.

  • Click 2017-12-27_1621.png in the resulting drop-down menu.

Edit_data.jpg

In the resulting window:

  • Be sure the series you will use to calculate the goal has a comparison threshold series entered in the “Target Threshold” field.

    NOTE: If you don’t see any options on this drop-down menu, you don’t have a threshold series that is tied to the “actual” series. Edit the “actual” series and add the threshold series you want to compare against to the “Target Threshold” field.

  • Click 2018-05-02_1058.png.

  • In the resulting window, add the series that should be considered the “actual” value (to be compared against the threshold) in the “Goal Series” field.

  • Click 2018-04-30_1131.png.

 

Be sure to click 2018-04-30_1131.png in the main “Edit Chart” window to keep your changes.

 

Add a Widget Card to a Board

You can add a Widget Card showing the goal gauge for any of your Charts. This Card can show up to 25 gauges arranged 5x5.

NOTE: If you add a Chart to this Widget Card that doesn’t have a goal calculated, it will be shown as an empty gauge at 0%.

Click the goal gauge to open that Chart.

Widget_Card.jpg

 

Who can add a Widget Card to a Board?

  • The Board's Owners

  • Anyone with the "Global Board Administrator" permission

 

How do I add a Widget Card to a Board?

Open the Board with which you want to work, then:

  • Click 2018-05-02_1314.png in the top right corner of the Board.

  • In the resulting drop-down menu, click 2018-05-02_1315.png.

Add_Widget_Card.jpg

 

In the resulting window:

  • Enter the Card’s title in the “Card Name” field.

  • Enter the number of rows and columns in the corresponding fields. NOTE: The maximum value of both those fields is “5.”

  • Click 2018-05-02_1321.png in the top right corner of the “Widgets” section.

Add_Widget_Card_2.jpg

 

  • In the resulting window:

    • Enter the widget’s name in the “Title” field. This is the name that will be displayed over the corresponding goal gauge.

    • Select “Chart Goal” from the “Type” drop-down menu.

    • Choose the Chart that's goal gauge you want to display in the “Chart” field.

    • Click 2018-04-30_1131.png.

  • Click 2018-04-30_1131.png and the Widget Card will be added to your Board.

 

Have more questions? Submit a request