Overview
A KPI Group provides structure and a way to organize your KPIs.
You can add and remove KPIs from groups.
Prerequisites
- To create a KPI group, you must have created at least one KPI.
- Only users with Manage Data permissions can create, edit, or delete KPI Groups.
Default groups
By default there are two KPI groups:
- My KPIs contain KPIs you own
- Ungrouped contain uncategorized KPIs
Create a KPI group
Perform the following:
- In the navigation pane, expand Insights and click KPIs.
- In the toolbar, click + Create KPI group.
- Enter the KPI group a name in-line and press
ENTER
.
Add a KPI to a group
Perform the following:
- In the navigation pane, expand Insights and click KPIs.
- Expand the menu of the KPI that you want to add to a group.
- Click Group.
- Select the checkboxes of the groups where you want to add the KPI.
A KPI can belong to more than one KPI groups. - Click Save grouping.
NOTE: If you want a KPI to show up under My KPIs, make sure you are the KPI owner.
Edit and delete a KPI group
- To edit a KPI group name, click the KPI Group name, enter the new name, and press
ENTER
. - To delete a group, click its delete icon (🗑).
You only delete the KPI group, the KPIs are not deleted.