How to show trends in Xcelsius Dashboards?

A simple way to show trends for specific Metrics or KPIs is to display an arrow or a color combination. Xcelsius Trend component does both in one go. Below is an interactive xcelsius swf model which displays the trends of a metric for four regions. The dashboard is interactive, enter the target value and change the individual regions metric values to see the trend icon change accordingly.

Xcelsius trend icon component can be binded to a single cell only. You can assign colors based on whether the cell value is positive, negative or zero. You need to be a little creative in order to change the values of the binded cell to positive, negative or zero based on the individual metric value.

For example, the target is set to 100, and the East region’s value is 65. If high values are good for the metric which we are considering in this example, then the trend icon should show a down arrow with red color. In order to do this I had written a simple IF formula in the cell which is binded to the trend icon, so that it displays (-1) if the east value is less than target, 0 if it is equal and 1 if it is higher.

Feel free to try with different combinations. You can change the Values of individual regions and the target.

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  • http://bi.stieper.dk Simon Stieper

    Hi Kaylan,

    Thank you for the guide – very informative. Trend icons are indeed a nice little feature!

    In addition to your post, I would just say that trend icons rarely display yellow, when the target is precisely met. Often you want to display green if target is met or above. Maybe display yellow if you are within a 10% margin and red if you are below.

    Naturally this can be accomplished by Excel logic with nested if clauses.

    ex. let B1=current value and B2=target

    formula

    You could then further set the percentage level that should yield yellow through a separate cell. Say that you input 15 in a different cell (say C5) to use that as the new percentage level.

    Then you would substitute the part B2*0,9 with B2*(1-C5/100)

    By the way – thank you for a very informative and nice-looking blog. I enjoy reading your posts – keep up the good work!

    Regards,

    Simon

  • http://bi.stieper.dk Simon Stieper

    My first equation got cut off – dont know why?

    Should have been =IF(B1=B2;1;0))

  • Kalyan Verma

    @Simon,

    For some reason its behaving weird. I will look into it. For now I’ve replaced it with an image.

    Regards,
    Kalyan

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  • http://pixelshots.blogspot.com/ kerala travel trends

    have gone through the article. found it helpful in configuring trend component in xcelsius.