Using KPIs in a table

Key performance indicators (KPIs) indicate the status of a measure based on user-defined thresholds. You have already gone through some instances of KPI in previous chapters. Here, you will learn how to apply this success metric to a table. In this exercise, you will create a KPI to analyze the net revenue for 2016. First, you will define the KPI for a single cell in the table, and then you will apply the same KPI to a range of selected cells. Here's the procedure:

2. Click on the first record's cell in the Net Revenue column to select it.
3. Click on the more actions icon.
4. Select the first option, Set KPI, from the more actions menu.
5. In the KPI panel, which appears on the right side, click on the Add KPI link:

6. In the Define KPIs window, enter Net Revenue 2016 for the KPI name, and create the three thresholds (OK, Warning, and Critical) along with respective values, as illustrated in the following screenshot. Use the + icon (A) to add additional thresholds. Once you are done,...