Bring leading categories into the spotlight.
A Top Card ranks a short list of categories or values, helping readers spot the largest contributors quickly.
Choose the groups to compare, select a value and aggregation, then set a concise title that explains the ranking.
Reel coming soonSurface the leading categories or values
A Top Card compares a short list of leading values so readers can see what contributes most to a report. Rather than placing every category in the same visual space, it highlights a selected number of leaders and keeps the comparison close to the data it summarizes. This works well when the audience needs to spot priority groups, leading sources, or the largest contributors quickly.
The supplied example is titled Top 3 Categories. It uses a Column Chart, groups records by the JE Category field, and summarizes a numeric value with Sum. The preview shows Expense Accrual, Revenue Recognition, and Provision, with each category represented in the chart. Other examples include Top Pending Entries and Top Sources, showing how the card can bring different leading groups into view.
Choose the category and value separately
A Top Card compares categories using a measure. First identify the category column that defines each group, such as a source, product, or journal entry category. Then choose the numeric value to compare and the aggregation that makes sense for the report. The pictured example uses a sum of an amount field. These choices should match the question: grouping by category and summing an amount answers a different question from counting records in each category.
Set a useful number of leaders
The example asks for the top three categories. A short list keeps the chart readable and gives the title a concrete promise. Choose a number that shows enough context for comparison without making the card difficult to scan. If the audience needs a wider ranking, use the full report for detail and keep the card focused on the few contributors most likely to guide the next decision.
Pick a chart that supports comparison
The example uses a column chart, which makes differences in value visible across category labels. Check that the category names remain legible at the card’s display size and that the value scale does not hide meaningful differences. A concise title should mention the number of leaders or the measure being compared so a reader understands the chart without needing a separate explanation.
Customize the card and use the ranking as a starting point
Top Cards can be styled to match the dashboard, with options such as Default, Left Accent, Accent Fill, and Glass. Keep chart colors and labels consistent with the rest of the report, and use accents to emphasize the ranking rather than decorate every element. Before sharing, compare the displayed leaders with the source rows and confirm that the intended category, value field, and aggregation are selected. A clear Top Card gives readers a quick view of what is driving a total and a useful starting point for deeper review.
A Top Card is best for seeing leading contributors, not for replacing every line in the source report. When two groups appear close in value, review the underlying records before drawing a conclusion. Keep the card beside related metrics so readers can compare leaders with the overall picture and open the full report when they need more detail.
Related guidance: Summarize numeric values with Sum Card, and Narrow a report with Slicer Card.