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.
Add a Goal to a line or bar Chart
Open the Chart with which you want to work, then:
- Click
in the top right corner of the page. - Click
in the resulting drop-down menu.
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
. - 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
.
Be sure to click 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.
Who can add a Widget Card to a Board?
- The Board's Editors
- 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
in the top right corner of the Board. - In the resulting drop-down menu, click
.
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
in the top right corner of the “Widgets” section.
- 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 .
- Click and the Widget Card will be added to your Board.