The OKR table supports configuring targets for metrics, viewing the monthly, quarterly, and annual target completion rates of business metrics in the chart, the time progress within the current cycle, as well as the year-on-year and month-over-month comparisons for each metric, enabling users to track the completion status of business objectives in real time. This article introduces how to use the OKR table.

• Field configuration area: Includes settings for date, dimension, and metric fields to meet different data presentation needs

• Filter configuration area: Includes filter settings to help users quickly locate key data

• Chart preview area: Visually presents data visualization effects, allowing users to view chart content in real time

• Chart configuration area: Allows users to customize various chart details

  Chart configuration	Feature introduction
  Basic format	Set dimension display mode and default expansion level
  Deadline	Determine the data calculation deadline and configure the date filter box
  Table columns	Select preset or custom columns, and edit column content and display mode
  Calculation method	Configure metric calculation rules
  Period-on-period comparison	Adjust the calculation type for period-on-period comparison columns
  Conditional formatting	Configure conditional formatting for period-on-period comparison columns
  Data format	Configure data format for period-on-period comparison columns
  Time progress	Display data progress for different periods
  Sparkline	Add and customize metric trend Sparkline
  Dimension sorting	Adjust the display order of dimension fields
  Text alignment	Set the text arrangement in the table
  Table style	Customize the appearance of the table and table header
  Special values	Set the display format for special data
  Display mode	Adjust chart column width and spacing

1. Go to the visualization query page and select OKR table in the chart.

2. Select the target configuration option in the chart configuration area below the OKR table to configure targets for metrics. For detailed steps, refer to the documentation: Measure Targets.

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   • The user's operation account must have dataset editing permissions to configure metric targets.
   • If the metric to be queried already has a target configured, this step can be skipped.

3. Add date, dimension, and metric fields as required by the chart.
   • One date field with "day" granularity, zero to five dimensions, and one or more metrics

4. Adjust the data and cutoff date to be displayed in the chart.

5. After creating the chart, you can further adjust the calculation method for year-on-year and month-over-month comparisons, modify the granularity of time progress, and add sparklines in the chart configuration area.

Set field information #

The date, dimension, and metric fields in the field configuration area all support setting field information.

1. Select a field and click "Set field information".

2. You can set the chart display name and the content and style of the field description. After configuration, click "OK" to confirm.

Basic format #

Supports setting the dimension expansion style and expansion level for the chart.

Cutoff date #

Configuring a data cutoff date for charts is supported. After a cutoff date is set, the data in the OKR table will use the selected cutoff date to calculate time progress and progress toward target completion.

• You can choose whether to display the date filter box in the chart.
• It is possible to configure the most recent data day, T-1, or a custom (fixed date).
• You can select whether to display the filter box on the far right or the far left.

Table columns #

Select columns #

You can select which columns to display in the OKR table. Users can choose from system-provided column options or define custom columns.

• The columns currently supported by the OKR table include the following:

  Date granularity	Column type
  Last 1 day	Metric value, period-on-period, week-on-week, year-on-year
  Last 7 days	Metric value, period-on-period, year-on-year
  Last 1 month	Metric value, period-on-period, year-on-year, target value, target completion rate
  Last 1 quarter	Metric value, period-on-period, year-on-year, target value, target completion rate
  Last 1 year	Metric value, period-on-period, target value, target completion rate

• If the currently supported columns do not meet visualization requirements, users can define custom columns as follows:

  1. Click "Customize", then click "Add custom period-on-period column".

2. Set the calculation method; both dynamic time and fixed time are supported.

Target configuration #

Indicators in the OKR table must have targets configured before they can be used; otherwise, progress toward target completion cannot be viewed. For details, see Measure Targets.

Edit columns #

Use the "Edit columns" feature to adjust the order of indicators, modify column names, or add column descriptions. You can also set the date display position, with three flexible display options: "Show in table header", "Show in tooltip", or "Do not display".

Calculation method #

You can adjust the calculation method for indicators in the OKR table.

• The default calculation method is cumulative.
• Select indicators first, then columns, to configure the calculation method for each cell.

Period-on-period comparison #

You can adjust the calculation type for period-on-period comparison columns.

• Calculation types include difference percentage, difference value, or original value.

  Calculation type	Example
  Difference percentage	(Today - Yesterday) / Yesterday * 100%
  Difference value	Today - Yesterday
  Original value	Yesterday

Conditional formatting #

You can configure conditional formatting for period-on-period comparison columns.

• Once you select the required conditional formatting and the applicable indicators, the formatting will take effect.

Data format #

You can configure the data format for period-on-period comparison columns, including auto, number, percentage, per mille, original value, percentage points (pp), or a custom function. For details, see 2.2 Set the data format.

Time progress #

Support selecting whether to display and which granularity of time progress to show. Currently, monthly, quarterly, and annual time progress are supported.

• The calculation method for time progress is: number of days elapsed in the current period as of the deadline / total number of days in the current period

Sparkline #

The OKR table supports adding Sparklines, which display the trend of the metric over the most recent N days before the deadline in the table.

The parameter configuration instructions are as follows:

Dimension sorting #

Support sorting dimension fields, including ascending, descending, and manual sorting.

Text alignment #

Support adjusting the text alignment in the table, including auto, left, center, and right.

Table style #

Support adjusting the overall table style, as well as the header text, fill color, fill display mode, and more.

Special values #

When there are special values in the table, such as null values, support adjusting how these values are displayed. The default for dimensions is: NULL; the default for metrics is: blank.

Display mode #

Support adjusting the column width, column spacing, and row spacing of the chart.