This article applies to the following Customer Insights roles: Developer
Emphasizes a single value in your dataset (for example, the total number of users who have registered in the past year). The value displayed in the visualization is always taken from the very first row in your returned dataset, and the field chosen for display is picked using the following priority algorithm:
- The first (leftmost) measure in the dataset.
- The leftmost table calculation (provided that the calculation is based on a measure).
- The leftmost dimension.
Customer Insights will not display hidden fields in the single value visualization, regardless of the position of those fields in the dataset.
Customizing the Visualization
To customize the single value visualization (change colors, change the number format, compare the displayed value to a second value, etc.), click Edit to display the parameters menu:
Each of the tabs on this menu, and each configuration option found on these tabs, is detailed in the next few sections of this documentation.
The Style Tab
Configuration options for the displayed value.
Enables you to change the color of the displayed value (the default color is dark gray). To apply a new color, click Custom Color, click the Color icon, and then select a new color from the color picker dropdown:
If you want to use a specific color you can type the hex value or the CSS color name of the color in the color field. For example, this changes the color to forestgreen:
Show Title / Title Override
When set to On, a title is shown beneath the value:
By default, the name of the underlying query is used the title. However, you can enter a custom title by clicking Show Title and then typing a new title in the Title Override field:
Your visualization will then look like this:
To revert to the original title, simply delete the text in the Title Override field.
Specifies how you want numeric values displayed in the visualization. For example, if you want to display your value using a single decimal point, use this format:
Customer Insights uses Microsoft Excel-style formatting for specifying value formats. For more information, see Guidelines for using decimal places, spaces, colors, and conditions.
The Comparison Tab
Enables you to compare the displayed value to a second value (for example, compare this month’s registration totals to last month’s registration totals).
When set to On, show comparison enables you to compare your displayed value with a second value, and creates a visualization similar to this:
To use this feature, your query must return two fields: 1) the field displayed as the primary value, and, 2) the second value. (To clarify, we are talking about two columns in the data table, not two records.) Often times this second field will be time-based; for example, if the displayed field shows user registrations for this quarter, the second field might show user registrations for the first quarter. The comparison would then show the increase (or decrease) in registrations from Quarter 1 to Quarter 2.
When you enable Show Comparison you must also specify how the comparison will be displayed in the visualization. Visualization styles available to you include:
- Show As Value. The comparison value is simply displayed onscreen.
- Show as Change. The comparison value is shown onscreen along with an upward- or downward-pointing arrow. The direction of the arrow indicates a positive change (up) or a negative change (down).
- Calculate Progress. The difference between the calculated value and the displayed value is shown as a progress bar:
- Calculate Progress (with Percentage). The difference between the calculated value and the displayed value is shown as a progress bar, and the visualization also displays the percentage for that difference. In this example, the progress bar shows that displayed value is 107% of the comparison value (i.e., registrations exceeded the target goal):
Positive Values are Bad
By default, positive values (the displayed value is greater than the comparison value) are good: the comparison number is shown in green, and with an upward-pointing arrow:
However, positive values aren’t always good; for example, having more customer complaints this month than last month is typically not welcome news. If positive values aren’t good, then set Positive Values are Bad to On. In that case, positive values are shown in red, and with a downward-pointing arrow:
Show Label / Label When selected, the label for the comparison value is next to the value itself:
By default, the field name is used for the label. However, you can use a different label by setting Show Label to On and then typing a custom label in the Label field:
For example, here the label has been changed to 2017 Registrations Goal: