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Data Setup
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Filter Setup
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The Spot KPI type requires a refresh schedule to be defined in order to take a snapshot of the metric value at regular points in time. This generates the trend line shown on the KPI Tab. In order to ensure each snapshot records the right range of data, a filter may need to be used as well.
I this example we are going to set the refresh schedule to run on the first of each month. This means that we want the snapshot to capture a month's worth of data. In order to set this up we will add a filter to restrict the results to last month's data.
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KPI Setup
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Spot
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KPI Alerts
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KPI Refresh Schedule
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Report Save
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Your KPI report is now complete and ready to be added to a KPI Dashboard Tab.
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