Strategy One

Editor Panel for a KPI Visualization

The Editor panel for a KPI visualization contains the attributes and metrics that appear as data in the visualization.

Access

  1. Open an existing dashboard that contains the KPI visualization you want to edit.
  2. Select the KPI visualization in the dashboard.
  3. The Editor, Filter, and Format panels are stacked together by default. Click Editor to open it.
  4. If the Editor panel is not available, do one of the following:

    • Starting in Strategy One (November 2025), click the Editor Panel icon in the left toolbar.

    • Prior to Strategy One (November 2025), from the View menu, select Editor Panel.

  5. You can change the location of the panel by dragging it to a different area of the screen. For example, you can drag only the Filter panel to the left, leaving the Editor and Format panels stacked.

  6. Starting in Strategy One (November 2025), you can place the Editor, Filter, and Format panels above and below each other as though in a column. To do this, drag one panel to the bottom of another. You can then adjust the relative height of the panels by hovering your cursor over the line dividing the panels and dragging the resizing icon up or down.

  7. To add data to your network visualization, drag attributes or metrics from the Datasets panel to the Editor panel. A blue indicator line appears in the area to which you add the attribute or metric.

Fields

Metrics: Displays the metric you want to track.

Break By: Displays individual KPI cards based on attribute elements.

Trend: Displays the increase or decrease from the previous attribute element, as well as a colored badge that displays the overall increase or decrease, and a graph to visualize the trend of the metric.

Related Topics

Introduction to KPI Visualizations

Create a KPI Visualization

Drill In and Out of a KPI Visualization

View Information About Visualization Elements

Rename an Object