Editing the dashboard

To edit dashboards you need to make sure you are in "edit mode".
Changes done in runtime will not be saved.

Changes to dashboards done while editing will not be saved for runtime until you choose to do so by clicking "Publish".

Click the 3 dots on the line with the tab you want to edit and choose "make design changes"

 

It is possible to move, change the size of and modify the existing elements on the work surface in different ways.

By right-clicking on the elements, a menu appears. The contents of this menu depend on what you have right-clicked. You can even right-click on table contents, table headings, super headings etc.

 

The size can be modified by clicking on the bottom right-hand corner, the right margin, or the margin at the bottom of the element.

 

Sorting

You can specify how data is to be sorted by left-clicking or right-clicking on the column heading. You can sort by ascending order, descending order or select no sorting. The order in which the data is sorted, is specified by a number to the right of the column heading. The data is first sorted by the column marked “1”, then by the column marked “2”, and so on.

Right-click on the column heading to disable the sorting of a column, or manage the table (and the sorting of columns) by selecting “Edit table” from the right-click menu.

 

Moving

The elements can be moved, but they need to be movable. Right-click and select “Movable on/off”. The element will be marked with a dotted border to indicate that it is movable. When you wish to lock the placement, right-click on it again and select “Movable on/off”.

 

Duplicating the element

If you click on this, the element will be duplicated to another element that you can continue to work with. The new element will have the same settings as the original. This action is restricted to the dashboard you work on.

 

Save to DataCentral

If you click on this, the element will be saved as a template so you can reuse it on any dashboard. You can now find the new element on the Design menu under "Data Elements" and "Visuals". Drag it onto the dashboard just like any other visualization.
Access the toolbox by clicking the 3 dots on top left side while in edit mode

TIP: Before you save as a template: If you want a new name on your template, edit the data element (by right-click on the element) and give it a new title. Then when you save the element as a template, it will have the new name in the menu.

 

Grouping (group data and pivot)

A dialog box with all the columns in the data table below is displayed, and you will also be able to view under which columns the data is grouped.

You can select the columns you wish to display in the table, and the corresponding visual displays (graphs and measuring instruments). You can also drag and drop the items in the column to change their order in the table. Clicking  will refresh the list so all selected columns is moved to the top of the list.

If you select the option for the data to be grouped by values in a column, you also need to specify how the data in the other columns should be treated. You can indicate if the values should be totalled, display the highest or lowest value, the average value or the number of occurrences.

If you click on the , all the columns will be selected or deselected.

Columns that can be used by charts and gauges are marked with icons. These are:

 The column is defined as a category.

 The column is defined as a value.

 

Pivot the table

You can easily pivot the table by enabling pivot in the top left of the dialog.

To pivot a table, the table must have at least three columns. It must be two category column first, followed by as many value columns you want.

 

Edit parameter navigator

In this dialog you can change which choices the navigator will have. This list will be stored as part of the dashboard start-up settings – just remember to save dashboard start-up on the global ActionTab. 

 

 

Changing visualization type

You can change how to display the visualization on the right-click menu. You find the available visualizations at the bottom of the menu.

If you switch to a graph or a measuring instrument, a new icon is displayed in the toolbar enables you to change the properties of the visualization.

 

Visual view properties (graphs and gauges)

The properties that can be set depend on the type of graph selected (bar graphs, pie-charts, measuring instrument etc).

To the left, you can find general settings such as type of graph, colours, etc. To the right, you will find all the value columns/series that are included in the data view. What is shown depends on what you have selected as visible columns (refer to specific chapter on columns and their grouping).

You can set a number of settings individually for each series, click on the icon to expand the box. You can also drag and drop the series to decide the order in which the series is displayed in the graph. For example, if you want an area-graph behind the bar graphs, the area-graph must be at the bottom of the list.

 

 

Editing the DataElement (text, images, tables, charts)

The type of element that is displayed in this dialog box depends on whether it is a data element, a navigator or a static element.

 

Text element

You can type in the text you wish to be displayed on the dashboard and change the font, colours, etc. here.

 

Image element - How to add/edit pictures

There are two ways to insert a picture:

Select 'Toolbox' and 'Static elements'

Drag "Picture" to the dashboard

Right click on picture and select 'Edit image element'. Here you will be able to either

  1. Type in the address/URL for the picture you want to display on the dashboard.
  2. Or you can click “Browse...” to upload your own pictures or "Browse shared..." to browse Business Analyze library. When you are finished, select formatting and press Save. 

 

You can resize the picture the same way you do for other elements or visualisations.

Data element (data table)

In this dialog box, you have access to everything that will be displayed in a data element (data table).
You can change the table view and connect the data element to other elements on the dashboard (create a chain). You can also change the parameters, add in graph definitions and measuring instrument definitions.

 

Connecting elements

If you connect the element you are editing to another one, they will be linked on the dashboard. The element you edit will be the “child” of the connected element (“mother element”). If, for example, you change the parameters of the connected element, the “child” will be updated with the same parameters. If you connect another data element to a “child” again, the whole chain updates itself when the “mother element” is changed.

You can create to different kind of chaining – element and container. If you chain to the element, the child will only get updated if the top level of the mother changes. If you want the child to be updated to reflect every drilldown level of the mother, create a chain to the container.

 

Table view

By default, the central definition of the table display is used. However, if you do not select this, you can edit all the properties of the data table yourself.

Options:

  • Show row numbers: Display row numbers in the table.
  • Show column calculation: Display the calculation row in the bottom of table.
  • Enable sorting on columns: Allows the content of the table to be sorted by clicking on the table headings.
  • Enable subtotals on grouped columns: Enable this to automatically group data and show subtotals per group. This will also show in the charts.

Page size:

  • Number of rows per page: This determines how many rows the table will display. If the number of rows is greater than this number, it will be possible for the user to leaf through these pages.
  • Note: If this number is set at 0 (zero), all the rows in the data table will be displayed.

Theme:

  • Theme: Set the theme style and color the table shall use.
  • Show zebra stripes:  Every second row is colored.

Pivot:

  • Enable pivot: Pivot the table. This can also be done in the grouping dialog.
  • Show row calculation: Displays the calculation column(s)

You can also label the calculation row as you see fit in the text field.

 

Table columns:

This list displays all the columns in the data table. The columns that are selected will be displayed when the dashboard is run. You can drag and drop the column elements to determine the order in which they will be displayed in the table.

You can change the properties, formatting and expressions for each of these columns by clicking on the pencil icon.

Properties:

You can enter the title of the column here and a brief description (a tool tip) will be displayed when the mouse is placed over the column heading.

  • Display title: Display the column title
  • Show in grouping: Select if the column is to be displayed in the grouping dialog.
  • Enable empty datapoint: Select if the column shall display empy datapoints. Empty datapoints is defined in Analyze DataCentral).
  • Enable drill down: Select this option to allow drill down by clicking on values in this column. Drill down must also be defined in the dashboard’s structural map. Refer to specific chapter on structural maps.
  • Super heading: Choose the heading to be displayed at the top of the column. Columns that have the same super heading and that are beside each other in a table will be merged. Refer to specific chapter on super heading settings.

 

Formatting:

You can put the general formatting of the values in the column on the left side. You can position the text and change the text colour and background colour here. You also indicate if the numerical values in the column are to be formatted as date, integers, etc.
To the right you can see what is to be displayed in the column. There are three options: Text, Trend or Indicators. This formatting applies to each value/row in the column.

  • Text: The values in the column will be displayed as text. However, you have the option to format how negative numbers will be displayed.
  • Trend: If this is selected, trend arrows will be displayed in the column. You can decide the threshold value for a positive and negative trend.
  • Indicators: If this is selected, you can create several rules that determine the formatting of the values in the column.
    The rules are checked from top to bottom. If a rule kicks in, it will skip over the rest. You can drag and drop the rules to change the order.

When you add or change a rule, the following dialog box is displayed:

Marginal values: The value in the cell in the column that is checked, in the expression above, is placed in the centre and is visualised by a green smiley in the picture above. The start value is the minimum value that the number in the cell in the column can have and the end value is the maximum value. In the case shown in the picture above, a green smiley will be displayed if the actual value in the cell in the column is greater than 100 or less than 1,000. If you wish, you can specify how the percentage of the start and end value to be used in the calculation.

Click on this icon if you want the start or end value to retrieve their values from another column in the data table. This can be beneficial if, for example, you want the cell to display a smiley only when the turnover is within 90–100% of the budget. In this example, you can choose the budget column for both the start and end value, and then assign 90% and 100% as a  start and end value respectively.

Display the value: In addition to any potential graphics, the value will also be displayed.

Text colour: The colour of the text to be used if the rule is activated.

Background formatting: The background of the value if the rule is activated.

Select graphics: You can select the graphics to be used if the rule is activated.

 

Calculation:

In this dialog you can define how to calculate the values in the column. You can also configure how the value is handled when the table is pivoted.

  • Aggregate function: How the values are aggregated.
  • Column calculation: How to calculate the column total.
  • Row calculation (pivot): How to calculate the row total when the table is pivoted.
  • Pivo display mode: How to display the values in a pivoted table.

 

Expressions:

Here you can edit or add column filters. You can also enter your own expressions for how the values should be calculated. Click “Edit Script expression” to easily create end test the expression. Refer to specific chapter on Scripting Engine.

 

 

Columns with sorting:

The list displays which columns the table sorts. The table first sorts the one at the top, and then the following ones. You can drag and drop the column elements to change the sorting sequence.

 

Super headings:

The list displays which super headings have been created.
You can change the position of the text and the title of the super heading here.

 

 

Parameter definitions

The list displays the parameters that are connected to the data element. These parameters are used to filter the content in the display when the dashboard is run. The parameters that are selected will be displayed in the description at the top in the data element on the dashboard. You can drag and drop the parameter elements in the list to change the order in which they are displayed when it is run.

The picture shows the description at the top in the data element on the dashboard.

If you click on the pencil icon a dialog is displayed:

  • Display in ActionTab: If the parameter is to also be accessible in the global parameter list on the dashboard. ActionTab is the tab that is to the left of the dashboard. If this is not selected, the parameter is only accessible on the actual data element on the dashboard.
  • Display in the description: Select this option if the parameter name and the selected filter value are to be displayed in the description that is at the top of the data element.
  • Option: To allow one to choose one or more filter options simultaneously in the parameter list.

 

 

Graph definitions

This list includes all the graphs that are defined. It will be possible to choose graphs that are defined here when the data element is run. If you add to or change a graph definition, the following dialog box is displayed:

All the active value columns/series that are included in the graph are displayed to the right. Click on the icon to see individual settings for each series. You can drag and drop series elements to determine the order in which they should be displayed in the graph. The one at the top is displayed first, and the last one is at the bottom. You can also assign a value axis to each serie.

To the left of the dialog can you configure the chart:

Standard:

  • Title: You can give the chart your own title which will be displayed above the chart and in the right-click menu.
  • Chart type: You decide which type of chart you want here. The settings below may vary according to the type of graph selected.
  • Position of series description: Where the series (legend) description should be displayed in the graph.
  • Legend item max length: Length of the text in the legend.
  • Show total value for series: Display the total value of the series in the.
  • Display title: Whether the title is to be displayed over the chart.
  • Rotate the graph series horizontally: Whether the chart is to be vertical or horizontal.
  • Display values: Whether values are to be displayed in the graph. You can also set where the values are positioned on the chart.
  • Show total values (only when stacked): Display the total value of stacked series.
  • Use range indicator: Display range indicators (background colors) if they are defined on the series. Only applies when there is one series.

Tip: You can use range indicators to control the scale of the value axis. Set the background color to “automatic”.

Advanced:

  • Theme: Select which style and color the chart will use.
  • Series color: Select which color scheme the series will use.
  • Animation mode: Select how the chart animates and how fast.
  • Effect: Select additional visual effect.
  • Legend item max length: Length of the text in the legend.
  • Category text rotation: Set the rotation of the category text.
  • Category text max length: The length of the category tekst.
  • Category Interval: Set the interval between category texts (3 = draws every 3rd category text).
  • Number of charts horizontally: If you have several series, this sets how many charts to draw horizontally (columns).

 

Gauge definitions:

This list contains all the measuring instruments that are defined. It will be possible to select measuring instruments that are defined here when the data element is run.
If you add or change the definition of a measuring instrument, the following dialog box is displayed:

In addition to giving the definition a name, you can also select the type of measuring instrument you would like.

There are some general settings on the left:

Standard:

  • Default gauge type: Radial, linear, numeric display or solid gauge.
  • Display title: Select this option if the title is to be displayed over the measuring instrument.
  • Show values: Select this option if the values are to be displayed in the measuring instrument. This applies to the radial speedometer.

 

Advanced:

  • Theme: Select the style and color scheme for the gauge.
  • Animation mode: Select how the chart animates and how fast.
  • Number of charts horizontally: If you have several series, this sets how many charts to draw horizontally (columns).

All the active value columns/series that are included in the measuring instrument are displayed to the right. Click on the icon to see individual settings for each series. You can drag and drop series elements to the order in which they should be displayed in the graph.
Automatic scaling on radial gauge will scale the value down to save space and add a text in the gauge telling what scale the values use.
Example: 1 000 000 à 1 (Millions)

 

 

 

Editing Element Container – Element properties

You can set some general settings here for the element or the window.

Properties:

  • Refresh intervals: How often the element is to be updated in seconds. If you enter 0 (zero), it will not be updated automatically.
  • Theme: Set the style and color scheme of the container. This does not affect the table or the chart inside the container.
  • Font size: Adjust the font size in percent.
  • Opacity (0-100): The number indicates how transparent the element is. At 0% the element is completely transparent.

 

Advanced:

Element type and element name is just some usefull information about the container.

  • Width/height: Set the width and the height of the container in percent of the dashboard. 100% is the total size of the dashboard.
  • Positions: Here you can view the position and how big the element is on the dashboard. The values are in percentage (%) of the work-surface. You can set this manually or by changing the element dynamically on the work surface.
  • Depth level: This number indicates the level at which the element is located. Elements with lower numbers will be below, and elements with higher numbers will be above this element.
  • CSS: Write your own Cascading Style Sheet code to format the container (background colors, borders etc). See http://www.w3schools.com/css/  for more details about CSS.
  • CSS Class: Refer to predefined CSS classes on the dashboard. These classes can be created on the dashboard properties dialog and/or imported via the layout or other external files.

 

 

Column filters

Columns that have a filter are marked with a small funnel.

Open a dialog box where you can filter the data in the column. Open a new filter by clicking on the plus symbol, select an operator and fill in the value (number or text). You can have as many filters as you like on a column. Delete a filter by clicking on the check mark at the end of each line.

 

 

Close

Close/remove the element from the design area.

 

Parameters

By using the global parameter tab (ActionTab) that is located in the top left part of the workspace, you can filter the information on the dashboard. I addition to make it easier to see relevant information, you can save start-up parameters. You can save default start-up parameters for the dashboard as well as start-up parameters for each tab the dashboard is attached to.

A dashboard can have many start-ups if it is attached to multiple tabs. You can choose the start-up you want to edit by selecting it from the list. If you open a dashboard from within the editor (and not editing the tab directly) you will have access to all start-ups that are attached to the dashboard. This makes it easy for the administrator to configure start-up parameters cross multiple desktops.

 Save start-up parameters

 Remove start-up parameters

NOTE! The start-up parameter for a tab applies to everyone that has access to the tab on that desktop.

NOTE! When you save the dashboard, the start-up parameters will not be saved. Remember to save them using the ActionTab!

 

 

Structural map (handling drilldowns)

In the list to the left you will see all the elements that are on the dashboard and the corresponding drill-down levels. Right-click on an element to create a new drill-down level, or left click on a point to edit a drill level.

Properties

You indicate here the column you are drilling from, what data you wish to display, and where you wish to display the result. In addition, you connect parameters from the element you are drilling from to the element you are drilling to, and you also filter the data in the column.

Drilling down from a column
This is the column from which you drill down. Text/values in this column will act as links that the user can click on in order to drill. Expression for dynamic activation/deactivation of drill-down link: Here, you must state an expression that is “true” in order to activate the drill-down link. For more information on expressions refer to the documentation in Business Analyze Scripting Engine.

Result display location
Where the drill-down result is to be displayed.  Here you can choose if the element is to update itself, if the result is be displayed in a new window or you can select a data element from the design area that is to display the updated result.

Result content
Drill down to the data table: Here you can choose if you wish to create a new data element that is based on a copy of the selected element, of if you want to use a data element that is already on the dashboard as a view. If you choose the last alternative you will not be able to design the drill level on the  “Design Drill level” tab. Instead, it is the data element on the dashboard that is  the basis for how the result is displayed.

  • Parameters for this drill level: These are the parameters in the data table of the element to which you are drilling down (the selected data table).
  • Parameter/column value from the previous level: These are the columns and parameters in the data element from you are drilling.
  • Column filters: Here you can add several rules that filter the data at the level to which you are drilling. You select the column, operator and enter a value (number, text or the name of a column in the data set). If you want the data to be filtered according to the information in the column from the level you are drilling down from, you fill in the column name in the filter value field. The system will try to find a column that matches the one you select and state this in the filter value field. If it finds a column that matches, the name of this column will be displayed to the right (for example “-> Status”).
    You delete a rule by clicking on the ”x” at the end of the line.
  • Automatic column filters. Select this option if you want the system to auto-filter data according to the grouped columns when the user is drilling down. The system will automatically include the necessary information from one level to the next.