Strategy One

Format Panel for KPI Visualizations

Once you add a KPI visualization to a dashboard, you can format it.

Access

  1. Open an existing dashboard that contains a KPI visualization.
  2. Select the entire visualization or just the area you want to format.

  3. The Editor, Filter, and Format panels are stacked together by default. Click Format to open it.

    • If the Format panel is not available, from the View menu, select Editor Panel to display all three panels. Click Format to open the Format panel.

Visualization Options

Template Select the template style.

Layout Choose the layout of the KPI and whether to show metric names.

Text and Form

Select options for text, shapes, and thresholds.

Title and Container

Select options for the title bar, fill, and border of the visualization container.

  • Beginning in Strategy One (September 2025), you can adjust the Radius of rounded corners for the container.

    • Use a number between 0 and 40.

    • If the current Padding is less than 50% of the updated Radius, Padding automatically increases to match 50% of the new Radius.