Displaying Custom KPI Results in Trend Graphs

  • A custom KPI can be displayed in a trend graph portlet if the saved search on which this custom KPI is based
  • We must consider the following points while creating a saved search.
    • Does not include any date fields defined as filters on the Criteria subtab
    • Has exactly one field with a summary type (such as group, sum, or count) defined on the Results subtab. The rest of the fields on the Results subtab should not use any summary types.
    • Has a date field defined as an available filter on the Available Filters subtab
  • Custom KPIs can only be displayed in trend graph portlets on pages that include a Key Performance Indicators portlet.
  • When a KPI is set to Custom KPI #1-#10, the Default Trend Type dropdown list displays saved searches, which meet the criteria used in trend graphs.

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