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iDashboards User`s Manual Version 7.0

1. 5A value E 15 SY coc655808 Figure 14 15 The Parameter Value Definition window see Figure 14 16 accessed by clicking Define on the Parameter Definition window allows you to define the values that will be available in the Spinner S lider by setting the Minimum Maximum and Increment values If Refresh on Change is selected the Update button will be removed from the chart and the update action will trigger when the user selects one of the predefined values in the Slider or clicks an arrow to select one of the predefined values in the Spinner Figure 14 16 IDashboards User s Manual 181 14 3 Working with Input Parameter Values When a user enters a value for an Input Parameter that value is stored by iDashboards and can be used in a number of ways see beginning of chapter for a list To use an Input Parameter value you will make use of the param macro 14 3 1 The PARAM Macro The Input Parameter macro takes the following format param lt P arameter Name gt For example if you want to use the value of the Input Parameter named region from Figure 14 4 the macro would look like param region Any legitimate place you use this macro the macro will be replaced by the current value of the region Input P arameter 14 4 Filtering Data with Input Parameters One of the primary uses of Input Parameters is to filter data displayed in cha
2. Chart Data x MERLOT Figure 17 1 U A File Download dialog box will pop up asking if you would like to Open Save or Cancel Opening or saving then opening the file will yield a comma separated value file that can be opened in Excel or your favorite text editor see Figure 17 2 and Figure 17 3 208 Chapter 17 Excel Import E xport PSD_Bottles_Sold_by_State_Typel1 csv Microsoft Excel Calibri ea POR ON 3 Delete gt 9 A A EE 2 Filter Select Font Tua 559 58 111 132 475 179 113 50 555 194 100 81 535 310 72 75 281 198 411 160 127 145 123 225 438 128 296 160 164 65 170 104 458 159 189 164 441 130 115 164 79 172 37 255 26 284 188 97 265 201 75 62 302 78 180 265 72 28 188 62 71 265 66 File Edit Format View Help AL 559 58 111 43 132 AK 475 179 113 48 50 AR 555 194 100 40 81 AZ 535 171 310 72 75 CA 281 198 411 38 160 CO 418 127 145 16 123 DE 524 225 438 68 128 FL 373 241 296 14 160 GA 537 164 65 32 170 HI 277 104 458 87 132 1A 274 203 159 55 189 ID 409 164 441 74 163 IL 152 130 115 41 164 IN 129 79 172 66 37 KS 365 255 333 27 26 KY 264 284 188 95 97 LA 506 265 201 54 75 ME 352 62 302 34 78 MD 70 66 391 59 180 MA 169 159 265 81 72 M1 532 114 444 28 188 MN 221 94 62 22 71 M5 200 174 265 80 66 MO 77 36 455 47 113 MT 274 245 381 44 161 NE 518 216 222 47 188 Figure 17 3 IDashboards
3. IDashboards User s Manual 137 11 2 Linking the Image Movie Once an image movie is placed in a frame there are additional options you can choose Similar to a drilldown in a chart you can link to an external URL To populate this link fill in the Link URL field with either the URL of the image movie or any HTTP web address There are several Window Settings and Target Window options that can be set when launching the separate browser These are any standard HTML modifiers that can be assigned to a new browser window These modifiers take the form lt settingname gt lt setting value gt Each modifier is comma separated Table 11 1 shows a list of modifiers available number width In Use this to define the width of the new window pixels did height Use this to define the height of the new window set ean yes or Use this to control whether or not you want the user to be able to no resize the window This lets you decide whether or not to have scrollbars on the window o yes or Whether or not the new window should have the browser navigation bar at the top The back forward stop buttons etc Beaton Ta or Whether or not you wish to show the location box with the as URL no The place to type http address drectore yes or Whether or not the window should show the i buttons what s no cool personal buttons etc etatis ga or Whether or not to show the window status bar E the bottom of the window Wh
4. ertical Stoplight Gadget ertical Stoplight Ranger ertical Stoplight Precision ertical Stoplight Pointer 93 North North North North g2 oe South East East g1 971 0 West West ra Figure 7 56 72 Chapter 7 Chart Properties Chart Types 7 8 Line Charts e Trend Line Plots Y variables as lines against the vertical axis see Figure 7 57 Trend Line 20 000 35 000 30 000 25 000 20 000 15 000 10 000 5 000 Jan 08 Feb 08 Mar 08 Apr OS May O08 Jun 08 Jul 08 Figure 7 57 e Sparkline Variations of each Y variable are represented in individual line charts stacked into a simple and condensed chart see Figure 7 58 Sparkline ARA gt Cabernet 14 500 A Chardonnay 31 150 Merlot 11 620 SEE Savignan 6 750 Zinfandel 7 100 Figure 7 58 IDashboards User s Manual Scatter Chart Plots Y variables as individual data points with an option to have a regression line for each Y variable see Figure 7 59 Scatter Chart Jan 018 Feb 08 Mar 08 Apr 08 May 08 Jun 08 Jul os Figure 7 59 Smooth Line Plots Y variables as smooth lines against the vertical axis See Figure 7 60 Smooth Line 240 000 35 000 30 000 5 000 20 000 15 000 10 000 5 000 Jan 08 Feb 08 Mar 08 Apr OS May 08 Jun 08 Jul 08 Figure 7 60 73 74 Chapter 7 Chart Properties Chart Types e 3D Trend L
5. Category Figure 8 3 IDashboards User s Manual 99 8 1 2 Chart Title amp Size The title of a chart can be entered into the Chart Title text box A user can also create edit the title of a chart by doing a Save As on the chart and editing the title there The chart title font size is controlled by adjusting the Chart Title Size slider bar or editing the numerical value of the font size itself 8 1 3 Chart Colors The chart background and default text color can be controlled under Basic Settings as well as under the Colors tab See Chapter 9 Chart Properties Colors for more information on the Colors tab 8 1 4 Background Transparency This setting allows the user to set the transparency percentage of the chart background If it is set to 0 then the chart will display the chart background color If itis setto 100 then any dashboard color or image will show through the chart background 8 1 5 Animation By default every chart has its own unique animation when the chart is first opened or refreshed This animation can be turned off by un checking the Enable Animation checkbox 8 1 6 Graph Margins Graph Margins allow for padding of whitespace in the regions above below to the right and to the left of a chart The padding above the chart will always be below the title to keep the title at the top of the dashboard frame Figure 8 4 has a legend that has a blue background and covers pa
6. Dashboards Dnving Business Decisions Marketing Marketing Scoreca AEE TAN ARA aa Female 1 846 47 81 emale Ls 3 m 1 as 3 Male 210157 52 19 Viale 57 50 2 e gt f i 3 El i h a ol i lt lt Cg A DR S y A k IDashboards User s Manual Version 7 0 IDashboards User s Manual Version 7 0 No part of the computer software or this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or by any information storage and retrieval system without permission in writing from iIDashboards The information in this document is subject to change without notice If you find any problems with this documentation pleased report them in writing to Support IDashboards com iDashboards does not warrant that this document is error free Copyright 2004 2010 iDashboards All rights reserved Trademarks The iDashboards logo and tagline are trademarks of iDashboards All other products and company names referenced herein are the trademarks of their respective owners This product includes software developed by the Apache Software Foundation Support information IDashboards 700 Tower Drive Suite 400 Troy MI 48098 Phone 248 528 7160 Fax 248 828 2770 E mail support iDashboards com Web site http www iDashboards com This page intentionally left blank IDashboards User s Manua
7. Map US StateMap Drilldown U5 StateMap Source Population 2000 z000 4000 Territories s i auaa Population 6000 000 8000 10000 10000 and above a E E 4000 6000 El E Ml Figure 7 96 7 13 1 Maps e World with Continents Mercator projection of the world Divided into the seven continents No countries or cities e World with Countries Mercator projection of the world Divided into countries e Africa Map of Africa showing its countries No cities e Antarctica Map of Antarctica e Asia Map of Asia showing its countries No cities e Europe Map of Europe showing its countries No cities e North America Map of North America showing its countries No cities e Oceania Map of Oceania showing its countries No cities 96 Chapter 7 Chart Properties Chart Types e South America Map of South America showing its countries No cities e Canada Map of Canada showing 13 provinces with option to display up to 18 cities e USA Map of the United States showing 50 states and 81 cities Currently the chart type recognizes following US metro areas Atlanta Austin Baltimore Boise Boston Buffalo Charleston Charlotte Chicago Cincinnati Cleveland Columbia Columbus Dallas Denver Des Moines Detroit Fargo Flagstaff Houston Indianapolis acksonville Kansas City Knoxville Lincoln Louisville Las Vegas Los Angeles Manchester Memphis Mia
8. New Dashboard Save Dashboard Settings Global Settings About Adobe Flash Player 10 Figure 1 3 Print Dashboard Export Chart Data Maximize Chart Settings Global Settings About dobe Flash Player 10 Figure 1 7 New Dashboard Open Dashboard Save Dashboard Save Dashboard As Dashboard Properties Define Dashboard Parameters Enter Dashboard Parameters Edit Dashboard Layout Favorite Dashboard Print Dashboard Delete Dashboards Delete Charts User Settings Log Cut Figure 1 4 Open Dashboard Favorite Dashboard Print Dashboard User Settings Log Gut Figure 1 8 4 Chapter 1 Introduction 1 4 Magnifying Tool The magnifying tool allows the user to hover over areas of a dashboard and magnify them See Figure 1 10 To turn the magnifying tool on click on the magnifying glass icon in the lower right of the iDashboards application This will open the Magnify Settings window See Figure 1 11 Then click the Show Magnify Tool button To turn the magnifying tool off click on the magnifying glass icon again Product Returns Expand All f E Collapse All s Returne Quarter Month Dollars Returned EE 1 119 30 Figure 1 10 Figure 1 11 IDashboards User s Manual 1 5 Pie Analyzer The pie analyzer allows a user to hover over a chart and for the X axis value hovered over see the
9. Right Click Menuona chart New Dashboard Open Dashboard Save Dashboard As Dashboard Properties Define Dashboard Parameters Application Enter Dashboard Parameters Menu Save Chat User Edit Dashboard Layout Save Chart As Settings Favorite Dashboard Close Chart Print Dashboard Chart Data Dashboard Chart Properties Refresh Delete Dashboards Open Maximize Chart Delete Charts Dashboards Load External Image Pie Analyzer Footer Bar Add Edit Panel Magnifying User Settings Tool Log Out Figure 1 1 1 3 1 Menus In addition to the Application Menu accessed via the Menu button there are context sensitive right click menus available to the user These menus can be opened by right clicking the mouse on various elements in the iDashboards application Depending on what you right click on what your User Role Is and the administrative switches that have been turned on each menu will contain different items Note that many items can be accessed via more than one menu Examples of menus a User Role of User might see are as follows Figure 1 2 shows a menu by right clicking on a dashboard title bar Figure 1 3 shows a menu by right clicking on a Chart Figure 1 4 shows the Application Menu Figure 1 5 shows a Chart Menu The Analyst and Admin roles will see the same menus as the User role but will have more permissions within various menu items Examples o
10. column is a dropdown with the available columns and aliases from the SQL query Select the data columns using the dropdown that you want associated to each of the labels You must associate a data column to each label The Data Type column will be automatically chosen by iDashboards to represent one of three data types String Number or Datetime iDashboards will examine the data type of the column that is selected under the Data Column and apply the most appropriate data type Click on the Continue button to select a chart type and draw the chart with the data returned from the SQL query Note When creating Custom SQL queries the use of fully qualified table names is encouraged IDashboards User s Manual 41 6 7 Stored Procedures as a Data Source A chart that uses a stored procedure as a data sources is created the same way as any other chart with the addition of one extra step during chart creation The additional step allows the user to enter any input arguments the stored procedure expects To accommodate this there is an Arguments tab added to the Chart Data Columns window when the data source is a stored procedure For every input argument the stored procedure expects there will be a row with the Name of the input argument and a textbox where the user can enter the input argument values see Figure 6 13 Source pkg sales_for_state 3 Tiesto Colomn Tone E u Data Tye Rewured vale Fi
11. ds 90 Expand Macro Macro value December 01 2010 Macro value d 2010 06 29 Figure 13 21 Figure 13 22 13 5 3 Creating a Macro in a Filter First follow steps 1 6 in Section 13 4 Using Filters then proceed with the following e Type the filter criteria in the text box provided or click the List Macros button which will display a list of the available macros within iDashboards From this list double click on the macro you would like to use and it will be added to the text box see Figure 13 23 e lfnecessary modify the macro by changing any numerical values and or adding any date format modifiers Use records from DateData where l fourrhour 5 hhimmiss a currmonth currnmonth MM S curnmonth MMM currmonth MMMM CAST S currdate 365 AS datetime currmonth 2 MMMM fcurmmonth 2 MMMM d yyy FA Value 6 The month three months from today in Note If the Sie you selected is iim or mot in please enter one or twordigit format Figure 13 23 e Click the OK button then the Continue button in the Query Builder window to accept the new macro filter IDashboards User s Manual 169 13 6 Adding Macros to Chart Titles You can add any of the macros from the previous section to a chart title enabling that chart title to display dynamic content For example to create a chart with today s date displayed as part of the title cu
12. A EAS Figure 7 28 58 Chapter 7 Chart Properties Chart Types e Custom Speedometer Y variables are displayed as an animated needle with a variety of speedometer face border shape needle and meter options see Figure 7 29 Custom 5peedometer a Ep a dl Current CO rr Jl rete ns Figure 7 29 IDashboards User s Manual 59 7 4 1 Speedometer Themes All soeedometers have Themes see Figure 7 30 Themes apply a number of graphic settings to change the look of a speedometer There are eight different soeedometer themes Classic Modern Chrome Hot Rod Gadget Ranger Precision and Pointer see Figure 7 31 Classic Modern Chrome Figure 7 30 Half Speedometer Default Half Speedometer Classic Half Speedometer Modern Current Sales Current Sales Current Sales Half Speedometer Chrome Half Speedometer Hot Rod Half Speedometer Gadget le m i r P a a Current Sales Current Sales Half Speedometer Ranger Half Speedometer Precision Half Speedometer Pointer Current Sales Current Sales Current Sales Figure 7 31 60 Chapter 7 Chart Properties Chart Types 7 5 Bullet Charts e Horizontal Bullet Y variables are displayed in linear horizontal gauges Features include the ability to change the range colors and range values of the bar see Figure 7 32 Bullet Horizontal Real GDP 2 8 el Nonfarm Payroll Employment 1 1 Consumer
13. Figure 12 11 12 5 Saving and Removing Panels As stated in the beginning of this chapter panels are a component of a dashboard and do not exist as a separate object like charts do Therefore in order to save a panel you need to save the dashboard it exists within To remove a panel right click in the frame that contains the panel and choose Clear Frame Alternatively choose Clear Frame from the Chart Menu Save the dashboard to save the change 148 Chapter 12 Dashboard Panels This page intentionally left blank IDashboards User s Manual 13 Advanced Chart Features 13 1 Using the Pivot Feature Pivots are a feature that can be added to any chart that allows a user to in real time select values to filter the chart on This gives the user the ability to view various slices of the multidimensional data the chart represents When a user selects a specific value in a pivot the chart refreshes with information filtered for that specific value The number of pivots that can be designed into any chart is unlimited Using pivots is optional A pivot is created when you designate one or more of your Y axis as a Pivot The ability to assign a pivot is only activated when there are at least 2 or more Y axes If there are 3 or more Y axes multiple pivots may be applied 13 1 1 Creating a Pivot To create a chart with a pivot you must have User Role of Analyst or Administrator Figure 13 1 shows sample data with
14. Synchronize pivots option is unchecked the pivot in the other chart will not automatically change and that chart will not be refreshed Note The default setting is to have the Synchronize pivots option checked when a user creates a new dashboard Daily Amount Produced Daily Amount Shipped El Tons i Tons 188 0 12 13 2005 eee 23 E E 16 pa G e Eh a i 3 i gt 12 14 2005 e E 2 P ES d 3 x Er pa os r AE 12 aR ce ge 1216200 B 12 15 2005 12 15 2005 Figure 15 14 15 9 Hide Category in Title The Hide Category in Title option will remove the Category name from the title bar of the dashboard 15 10 Auto refresh The Auto refresh option in the dashboard settings allows an open dashboard to be refreshed automatically at the time interval in minutes specified A value larger than 9999 minutes is not permissible Auto refresh must be checked for this setting to take effect Note The preferred way to set up auto refresh is on a chart level Note The default setting is to have the Auto refresh option unchecked when a user creates a new dashboard IDashboards User s Manual 205 16 Modifying Chart Data After you have created a chart using either manually entered data or dynamic data you can go back and change any of the data you entered or any of the settings you selected 16 1 Manually Entered Data To modify the data you entered or the settings you selected
15. If a Flash movie does not display properly in a dashboard frame iDashboards cannot change the display limitations of that particular video or movie Note Dashboards does not supply any video creation or editing tools By default the security model for Flash can only read responses from requests from the same domain where the Flash application originated This means that by default only videos that are on the Dashboards server can be displayed in the Video Panel This security setting can be overridden by use of the crossdomain xml file which is highlighted in the following article from Adobe http support idashboards com links crossdomain Please read and understand this article before implementing a cross domain solution as you may inadvertently open your environment to security issues if the crossdomain xml file is not implemented properly 146 Chapter 12 Dashboard Panels Plays streaming Flash format FLV video Background Color Video URL Autoplay Fit to Frame Top Margin pixels Left Margin pixels Right Margin pixel Video Panal Figure 12 9 12 4 1 Background Color The panel background color can be controlled with the use of the color pallet window See Chapter 9 Chart Properties Colors for more information about colors 12 4 2 Background Transparency The panel background can be set to fully transparent 100 or not transparent at all 0 12 4 3 Video URL To choose the video to be displ
16. Precision 71 Ranger 71 Stoplight Themes 71 Classic 71 Stored Procedure 41 Input Argument 41 selecting 37 using a macro 41 Summarized chart data in Tabular Chart 157 Summary configuration 157 Summary Feature permitted by iDashboards 155 Synchronize highlighting option 200 Synchronize highlighting default setting 200 Synchronize pivots option 204 System requirements 1 T Tabular Chart 85 157 Target Speedometer Chart 56 Target Thermometer vertical icon Chart 66 Temporary password assigned by Admin 213 Testing the Date Format 168 Text Panel 140 Text Panels Background Text Color 140 143 146 Edit Plain Text 140 Edit 140 Example 142 Margins 141 Text 140 Themes Bullet Themes 63 Speedometer Themes 59 Stoplight Themes 71 Thermometer Themes 67 Thermometer Chart 64 Thermometer Themes Chrome 67 Classic 67 Gadget 67 Hot Rod 67 Modern 67 Pointer 67 Precision 67 Ranger 67 Thermometer Themes 67 Thermometer with Odometer horizontal icon Chart 56 64 65 Thermometer with Odometer vertical icon Chart 66 Title appearance 110 Trend Line Chart 72 U Units Labels 97 Use Mixed Y Axis Ranges 47 Use name and value of clicked on axis 134 Use System Assigned Colors 120 User Role 1 User Settings 213 14 auto logon 214 change password 213 language 213 logout 214 Skin 213 Username and Password valid as provided by iDashboards Administrator 1 Using Filter
17. X X and Y Axis labels 34 40 X Value Colors duplicate colors 121 Select Colors 120 Use System Assigned Colors 120 X axis and Y axis Labels creating 19 X Value option 202
18. don t have initial values Therefore if either Input Parameter does not acquire a value from the drilldown the user will be prompted to enter one The source chart has been set up as shown in the following three figures The chart Data Columns are shown in Figure 14 28 the chart Input Parameters are shown in Figure 14 29 and the chart is displayed in Figure 14 30 IDashboards User s Manual 189 Source SAFETY_INCIDENTS BY REGION PLANT Both input parameters and drilldowen filters from the source chart will be used as input parameters for this chart but priority will be given to the source input parameters when a conflict exists Figure 14 27 target chart Input P arameters Source SAFETY_INCIDENTS BY REGION PLANT Figure 14 28 source chart Data Columns Source SAFETY INCIDENTS BY REGI N PLANT Input Parameters OC 9 CC a Figure 14 29 source chart Input Parameters 190 Chapter 14 Input Parameters Safety Incidents Total i o o UMN Update Figure 14 30 source chart displayed Examples 1 amp 2 Target chart configured for Priority to Source Parameters or Priority to Drilldown Filters When the user clicks on the bar for SMA in the source chart both the Input Parameter named Region and the Chart Filter named Plant are accepted by the target chart as shown in Figure 14 31 There is no conflict between the two so priority is not an issue in this example Safet
19. 08 8 37 PM 1382 34 877 71 1 10 08 8 37 PM 1 9 08 4 59 AM 469 29 882 58 1 11 08 4 59 AM 1 11 08 1 35 AM Withdrawal 1100 69 1 13 08 1 35 AM 01 01 2008 E Deposit 5 000 MA Deposit 1 342 11 Withdrawal Withdrawal e Type Deposit e Type Deposit Poet Date 01042008 Poet Date 01062008 11 57 50 20 51 12 01 08 2008 M Deposit 1 362 34 E Withdrawal 877 71 Typa Multi Post Data 01102006 20 37 32 Table 7 1 01 02 2008 01 03 2008 01 04 2008 01 09 2008 01 10 2008 0111112008 M Deposit 469 29 Deposit Withdrawal 882 58 Withdrawal 1 100 69 Type Multi a Typa Withdrawal Poet Data 0111 2006 Post Date 01132006 04 58 48 01 35 79 Figure 7 86 In all four calendar chart types hovering your mouse over a date will pop up a display that shows full data for that date see Figure 7 87 In order for the pop up to work the Show Mouse over Value in the Basic Settings of the Chart Properties needs to be checked ja Type Deposit Withdrawal Post Date Figure 7 87 88 Chapter 7 Chart Properties Chart Types 7 12 2 Calendar Types 7 12 2 1 Monthly Calendar The Monthly Calendar chart displays multiple months at one time Each day within a month will display configurable colored shapes to show performance of one or more metrics against defined range sets See Section 9 4 Range Sets for more information on range set
20. 110 Chapter 8 Chart Properties Chart Features 8 4 Date Formatting Date Formatting settings are avallable for charts that have an axis with the Datetime data type These settings help you customize how a chart displays dates see Figure 8 25 Figure 8 25 The Default Date Format will be used for all axes unless a specific axis has a format defined This default format is M d yy and will display the date in numeric form only see Figure 8 26 IDashboards User s Manual 111 Default Date Format Date Figure 8 26 If the date format for the Default Date Format is changed to MMM dd yyyy then all axes date values will be displayed in the format oct 01 2010 see Figure 8 27 If no format is defined for any axis including the default format the system date format will be used Figure 8 27 112 Chapter 8 Chart Properties Chart Features The following are the possible format patterns and their translations Format Display Description___ _ d f6 Dayinmonth 1or2 digits 06 Dayinmonth 2 digits Wed DayofWeek 3 letter abbreviation h Hour in am pm 1 12 2 digits a jpm AMorPMmarker s 9 Secondin minute or 2 digits ss 09 Secondinminute 2digits Table 8 1 Note When you open the Chart Data window of a chart all date data will be displayed in the default system date format When viewed on the chart the date format will reflect what
21. 153 54 D Daily Calendar 90 Dashboard Access Rights 16 Dashboard Background Image 199 Dashboard Description Field 13 Dashboard image Capturing to paste in other applications 209 pasting an image in an application 209 Dashboard Input Parameters 171 Dashboard layout creating 11 modifying 16 selecting 11 Dashboard Settings dialog box 197 Dashboards accessing and opening an existing 9 auto refresh 204 Auto refresh 210 change Category 197 creating new 11 favorite 15 opening 9 Print 209 refreshing data contained within 210 remove frame borders 198 show menu 200 Synchronize highlighting 200 synchronize pivots 204 Dashboards Parameters Panel Background Text Color 143 Direction 143 Example 144 Horizontal Alignment 144 Horizontal direction 143 Refresh on Change 145 Update 145 Vertical Alignment 144 Vertical direction 143 Dashboards Parameters Panel 142 Data columns 218 selecting 34 40 Data Rows requirements for entering data 22 Data Source 32 Date Format per axis 110 Date Formatting 97 Delete no recovery 211 Deleting a chart 211 Deleting a Dashboard 212 Deleting Charts and Dashboards 210 12 Dialog box Date Format 111 Dialog Theme 214 Display settings changing chart 35 Drilldown change pivots 134 macros 131 multiple levels 123 Pivot labels 129 removing 134 saving 125 129 selecting frame 125 source chart 123 to dashboard 129 to webpage 130 URL 130 X l
22. Chart Displays all the values of X and Y variables in a multi row multi column Tabular format see Figure 7 83 Note that you can click on a column header to sort the data on that column Tabular EXSIMO HOME NeW Since FS Housing Stars Singie ramy Mulitamily Units 2008 0311 23 13 31 102 29 33 38 443 7 849 2008 02 14 5 42 6 14 31 08 39 7 r9 2 879 2008 03 J 21 656 24 551 42 434 613 2008 04 18 03 13 078 15 338 20 165 3 07F 2009 0311 21 4 02 5 229 28 626 2 67 2009 02 15 4 608 3 9507 7 066 4 458 2009 03 1 5 10 747 1 621 fad 3 527 2009 04 9 32 2 34 1 234 2 134 2010 01 2 5 2 435 1 547 2 351 2 138 2010 12 3 838 6 127 4 782 poe 4 357 2010 23 1 252 1 838 1 616 2 612 7 216 Figure 7 83 e Report Displays all the values of X and Y variables in a grid format with the ability to group and sub group data rows Option to collapse and expand rows of data groups see Figure 7 84 Note that you can click on a column header to sort the data on that column Tabular Report Expand All Collapse All Month Sales Median Sale Price Average Sale Price A 71 600 000 214 162 261 146 12 700 000 272 123 Aggregation 143 200 000 1 540 000 E 1 380 000 H 1 370 000 E 1 390 000 Hi 1 360 000 Hi 1 350 000 Hi Figure 7 84 154 900 E 161 200 E 163 900 E 166 500 E 170 500 E 173 600 E 930 162 188 000 Hi 199 500 Ml 200 000 Ml 204 600 E 211 100 E 214 500 El 86 Chapter 7 Chart Propertie
23. Figure 13 3 IDashboards User s Manual Figure 13 3 Complete the chart creation process by selecting a chart type When the chart is drawn there will be a pivot on the State information see Figure 13 4 Branch Sales 10 000 000 W sales 8 000 000 6 000 000 4 000 000 2 000 000 Figure 13 4 151 152 Chapter 13 Advanced Chart Features Clicking on the pivot will bring up a popup menu of all distinct items in the pivot column see Figure 13 5 Figure 13 5 If you select a different value in the menu the chart reloads to reflect data pertinent to the new pivot value see Figure 13 6 Branch Sales 20 000 000 17 500 000 15 000 000 12 500 000 10 000 000 7 500 000 5 000 000 2 500 000 Figure 13 6 IDashboards User s Manual 13 1 2 Customizing Pivots If you include pivot s in a chart the Features tab of the Chart Properties dialog box will include a section where you can customize the behavior of the pivot s see Figure 13 7 If you don t have pivot s in your chart these options will not be visible UW MUA AU Show Pivot Selectors Last Pivot is Slider Pivot Location Pivot Sort Order Save Pivot Selections Opeque Pivot Bar Note Transparency Note Background Color Match Type Sort On Sort Order Maximum Number of Data Rows 1 2000 Refresh Interval Minutes Figure 13 7 Show Pivot Selectors This option is checked by default If you uncheck
24. Note that if you choose to Edit Chart Data on a dynamic data chart changes only persist in browser memory Since the chart is getting its data from a dynamic data source the data that was input manually will be lost after a re open or a refresh of the chart Figure 16 2 IDashboards User s Manual 207 17 Excel Import Export 17 1 Import Excel Data Import is used to retrieve data from an Excel spreadsheet to load into an IDashboards chart For complete details on Excel Import refer to Chapter 5 Creating Charts Manual Data Input This form of import is static meaning that the data Is saved to the iDashboards repository This data does not act as a dynamic data source You may also use data from Excel as a dynamic data source meaning that every time you upload an updated version of the spreadsheet the new data will be reflected in the chart that is pointing to it To setthis up an IDashboards Administrator must use the Excel Autodirectory functionality in the iDashboards Administrator Application See the IDashboards Administrator s Manual for more information 17 2 Export iIDashboards provides an easy method to export data into a comma separated value or Microsoft Excel file for use with other applications To export chart data right click on the chart and choose Export Chart Data You can also choose Chart Data and then from the Chart Data window click the Export Chart Data button see Figure 17 1
25. Pric 2T Real Disposable Income 4 1 Figure 7 32 e Bullet with Odometer horizontal icon The first Y variable is displayed as a linear horizontal gauge and the rest of the Y variables are displayed in an odometer like interface see Figure 7 33 Bullet Horizontal with Odometer Figure 7 33 IDashboards User s Manual 61 e Target Bullet horizontal icon Displays first third fifth etc Y variables as target values and the second fourth six etc Y variables as percentages of those targets respectively in linear horizontal gauges see Figure 7 34 Bullet With Target H New Home Prices 237 67 0 SO 100 150 2005 250 3005 2008 01 2008 02 2003 03 2003 04 2009 01 2009 92 2009 03 ll Figure 7 34 e Vertical Bullet Y variables are displayed in linear vertical gauges see Figure 7 35 Bullet Yertical al GDP 2 6 Nantarm Payroll Employment 1 3 Consumer Prices 2 5 Real Disposable Income 3 2 2 2003 01 2008 02 2003 03 2003 04 2009 01 2009 92 2009 03 E Figure 7 35 62 Chapter 7 Chart Properties Chart Types e Bullet with Odometer vertical icon The first Y variable is displayed as a vertical gauge and the rest of the Y variables are displayed in an odometer like interface see Figure 7 36 Bullet Yertical with Odometer 2008 01 2008 02 2008 03 2003 04 2009 01 2009 92 2009 03 Figure 7 36 e Target Bullet vertical icon
26. User s Manual 209 18 Maximizing and Printing 18 1 Maximize A single chart within any given frame of the dashboard could be maximized in size to display on the full screen To maximize select the Maximize Chart option from the Chart Menu or select the Maximize Chart option from the right click menu Click on the Restore Chart icon on the top right corner of the screen to go back to the original chart size as it is displayed in the dashboard 18 2 Printing Charts Maximizing a chart also allows you the opportunity to print a single chart within maximize mode by clicking on the Print Chart icon next to the Restore Chart icon Printing with landscape orientation is recommended Note This print functionality will only print the currently maximized chart 18 3 Printing Dashboards To print the entire dashboard click on the Print Dashboard option within the Application Menu at the bottom left of the dashboard Printing with landscape orientation is recommended Note Using the Print Dashboard menu option within iDashboards will only print the charts within the current dashboard not including the chart title Using the print functionality within the browser will print the browser screen including the Category and Menu bars and the chart title 18 4 Copying a Dashboard Image to Other Applications Sometimes you may need to capture an image of a dashboard to paste within other applications such a
27. Y 1 Year Adjustable 49 2008 01 2008 02 2008 03 2008 94 2009 01 2009 02 2009 03 Figure 7 45 IDashboards User s Manual 67 7 6 1 Thermometer Themes All Thermometers have Themes see Figure 7 46 Themes apply a number of graphic settings to change the look of the Thermometer charts There are eight different Thermometer themes Classic Modern Chrome HotRod Gadget Ranger Precision and Pointer see Figure 7 47 Figure 7 46 Thermometer Classic Thermometer Modern Horizontal Bullet Default Current Sales 29 359 Current Sales prammer CIT TA sa boo dodod Thermometer Chrome Thermometer Hot Rod Thermometer Gadget Current Sales 29 359 Current Sales Current Sele 29 359 Current Sales Thermometer Ranger Thermometer Precision Thermometer Pointer Current Sales 29 359 Current Sales 29 359 Current Sales 29 359 Figure 7 47 68 Chapter 7 Chart Properties Chart Types 7 7 Metrics Charts e Metrics Chart Displays colored pixels to show relative performance of one or more metrics against corresponding performance benchmarks Features include the ability to change the range colors and Datapoint shape see Figure 7 48 Metrics Chart Jan Feb Mar Apr Maw Jun Jul Aug South North Figure 7 48 e Metrics Bar Chart The same as a Metrics chart except that the X values are displayed along the left side of the matrix instead of the bottom se
28. Y axes relative percentages displayed in a 2D pie chart view see Figure 1 12 This functionality is available in most charts in iDashboards but not all A chart will only display the pie analyzer if it has the Show Mouse over Value chart property turned on The pie analyzer will replace the traditional mouse over effect To turn the pie analyzer on click on the pie icon in the lower right of the Dashboards application the pie will be colored To turn the pie analyzer off click on the pie icon again the pie will be grayed out rend Type Year Region Manager SAUVIGNON 5140 Figure 1 12 6 Chapter 1 Introduction 1 6 Dashboard List Display Style Within iDashboards dashboards are stored in folder like containers called Categories explained in the next chapter Through a system wide setting that determines how dashboards are displayed on the top horizontal bar of the iDashboards framework a user will see a list of categories or a list of dashboards An iDashboards Administrator can select one of the following styles Normal A list of categories appears across the top of the Dashboards User Application screen for each category to which the user has access and each category is a dropdown that contains the list of dashboards that are available in that category This is the default style see Figure 1 13 Figure 1 13 Flat Each available dashboard is listed individually across the top of the Dashboards Us
29. access the User Settings window from the Application Menu button on the lower left of the Dashboards application _ Us y Settings xo Figure 20 1 Figure 20 2 20 1 Changing your Password Clicking the Change Password button opens a window that allows you to enter your old password and a new password If you forget your password ask your iDashboards Administrator to assign you a new temporary password that you may change after you log in Note You cannot change your iDashboards username through this window 20 2 Changing Language You may choose which language iDashboards uses for menus within the dashboard framework To change your language preference select the desired language in the Language dropdown box of the User Settings window Language packs affect the text that is built in to the iIDashboards User Application For example the language packs affect the menu items the right click menu options and the windows related to dashboard and chart creation Language packs will not affect any text that is pulled from a Data Source as it comes directly from the data source Also category names are displayed as they are typed by an iDashboards administrator The iDashboards manuals are written in US English Note Contact iDashboards for availability of Language Packs 20 3 Changing Skin You may choose which skin i e color iDashboards uses for the border of the dashboard framework To change your skin preferen
30. amara aria 197 less BACKGROUND OLOR ida ida idad 199 15 4 BACKGROUND IMAGE Sata ra 199 15 5 PIE BACKGROUND IMAGE FO FRAME id A A A di 199 15765 SHOW CHART MENU BUTTON Sa A A iii 200 15 7 SYNCHRONIZED HIGH EG HT ING iia T A A iii 200 158 SYNCHRONIZE PAV TS da A it 204 15 39 HIDE CATEGORY IN TICE da A A it 204 15 LO AUTOR EFRES Ha cano 204 16 MODIFYING CHART DAU A cin 205 TO MANUALLY ENTERED DATA ao 205 162 DINAMICA aa ar a T E bacon AA AT EAA ticas 205 17 EXCEL IMPOR TEA POR j ai scscssiiccecicraieeiaciessasvswsecanuasiudsaevasecencaiusdscscssedansaasweuuvescedsncnsecderseusveses 207 E AMORE ea r a vateucete eet ed dine ucenaanaadea iol 207 EZ EPOR Tanna a a hea bsaa vecaeeade nu ah a a Meas valescendoke a N datasets 207 18 MAXIMIZING AND PRINTING uvvsscscsccccccccuccecececuenececeeueuenecueueueueneeueueueaeeaueueaeeueueueueaeueueueaegneesggs 209 Mel MAXIMIZE ia AAN Doub oeh lates a ocenc aoe 209 18 2 PRINTING CoA ARTS an AA ANNA ae ceed oa ia 209 19 3 PRINTING DASHBOARDS oa AA daa tid N 209 18 4 COPYING A DASHBOARD IMAGE TO OTHER APPLICATIONS cccecececaccecececacaceeceeavaveueeetaeaeeenenanas 209 18 5 REFRESHING AN OPEN DASHBOAR Dia ida 210 19 DELETING CHARTS AND DASHBOARDS uvussscsccscccccnccecececuenecececueueeecuseeueneaueuaueueneeeeeueaeansenegs 211 IOE DELETNGECHAR T Sr ee Pn a ideo eee PEE 211 192 DELETING DASHBOARD Sousan staat os E de A 212 20 USERSSETTINGS a 213 ZO CHANGING YOUR PASSWORD ta a 213 202
31. blank IDashboards User s Manual 123 10 Chart Properties Drilldowns Note The functionality described in this chapter is available only to the Analyst or Administrator roles The drilldown functionality of Dashboards allows a user to click on a chart and have that click action 1 display a different chart 2 display a different dashboard 3 display a web page or 4 change other chart s pivots When the user clicks on the chart called the source chart the value they clicked on will be passed as a parameter during the drilldown so that the target chart dashboard or web page can filter on it The value being passed can be the value from the X axis Y axis or combination of both values from the metric that was clicked on Also any pivot values that exist and are selected in the source chart will be passed as parameters to the target see Section 13 Advanced Chart Features for information on pivots This combination of drilling down and passing parameters is typically implemented when you would like to see more detailed information about the data point you clicked on displayed in the target chart dashboard or web page If you have been granted an Analyst role you will be able to create these drilldown paths If you are a regular user you will be able to simply navigate through drilldown paths already created within dashboards A hierarchy of multiple levels of drilldown may be created For example the top level
32. can be defined at both the chart and dashboard level Chart Input Parameters only affect their associated chart Dashboard Input Parameters can affect every chart contained in the associated dashboard Dashboard Input Parameters effectively pass their values down to the Chart Input Parameters of the charts within the dashboard This is further explained in Section 14 2 1 Passing Dashboard Input Parameters to Chart Input Parameters You can define multiple Input Parameters for any chart or dashboard Note Input Parameters are only available for charts that use dynamic data not static data 14 1 Parameter Definitions Input Parameters are defined using the following attributes Parameter Name This is the name to be used internally in the chart or dashboard definition to identify the parameter For example when you add parameters to a chart filter or chart title you use this name It can consist of 1 to 20 letters digits or underscores and must begin with a letter Blank spaces are not allowed Parameter Label This is the label displayed to iDashboards when the user supplies parameter values For example when a user is prompted to enter a value for an Input P arameter this is the parameter label that will be displayed Therefore the label should be user friendly and formatted nicely It can contain up to 50 printable characters without leading or trailing whitespaces Data Type This can be one of the three standard iDashboards
33. chart may have top level metrics which may drill down to secondary level metrics which may drill down to item level metrics which may drill down to SKU level metrics During each drilldown the metric you clicked will be passed to the next chart to be filtered Clicking on Chart Properties Drilldown from the Chart Menu opens the Chart Properties window to the Drilldown tab with the option to set various drilldown options Alternatively right clicking and choosing Chart Properties from the menu and selecting the Drilldown tab will also bring up the option to choose drilldown options See Figure 10 1 124 Chapter 10 Chart Properties Drilldowns s Drilldown Figure 10 1 Note As you place your cursor over a chart and see the cursor icon as hand shaped it is indicative of the chart having a drilldown see Figure 10 2 Figure 10 2 10 1 Drilldown to Chart To drill down to a chart open the Chart Properties window and click the Drilldown tab Select the Drilldown to Chart icon The next step is to select the target chart Click on the Select button to open the Select Chart window which will show all Categories you have access to In this window select the Category and the specific Chart you want linked as the target chart IDashboards User s Manual 125 When the source chart is clicked the drilldown can have the target chart display in the same dashboard frame as
34. confirmation IDashboards User s Manual 215 Index fuser 41 fvalue lt Axis Name gt 41 131 169 2 2D Donut Chart 79 2D Pie Chart 78 3 3D Area 76 3D Column 48 3D Cone 83 3D Cylinder 48 3D Donut Chart 81 3D Pie Chart 80 3D Pyramid 82 3D Ratio Area 77 3D Ratio Column 50 3D Ratio Cylinder 50 3D Stacked Area 76 3D Stacked Column 49 3D Trend Line 74 3 Dimensional Sphere 52 A Access to iDashboards 1 Ad hoc Select Statements creating or writing 37 Add Filter Button 159 Add Label 19 Adding an Image or a Flash Movie 135 38 Adding Macros to Chart Titles 169 Administrator iDashboards 6 7 12 16 30 31 32 36 38 123 149 170 207 213 Adobe Flash plug in to Browser 1 Always send value for clicked on axis 125 Analyst iDashboards 31 103 123 149 Area Chart 74 Auto Log in 214 Auto Generate Ranges 117 Auto refresh option 210 for open dashboard 204 Axis Values to Send to Target Chart 125 Background Color 199 Background Image Fit Background Image to Frame 199 Base Position 92 Base Type 92 Basic Settings 97 98 106 Browser with Adobe Flash requirement for access to iDashboards 1 Bubble Chart 52 Bullet Themes Chrome 63 Classic 63 Gadget 63 Hot Rod 63 Modern 63 Pointer 63 Precision 63 Ranger 63 Bullet Themes 63 Bullet with Odometer horizontal icon Chart 60 Bullet with Odometer vertical icon Chart 62 Bullet with Target horizon
35. data types String Number or Datetime 172 Chapter 14 Input Parameters e Control Type This is the type of input selector that will be presented to the user The available types are Text Box Dropdown List Slider Spinner and Slider S pinner e Required Flag This indicates whether or nota value is required for the Input Parameter before the chart or dashboard is displayed If itis required and a value is not present via a drilldown or initial value the use is prompted to enter a value e Replace blank with optional charts only Ifa user submits an Input Parameter with a blank value i e they don t enter a value but still submit the value in the Replace blank with field will be used instead See Section 14 11 Blank Parameter Values for further details e Initial Value optional This is the value that will be used for the Input Parameter if no other value is present 14 2 Configuring Input Parameters Input Parameters can be configured for both dashboards and charts Chart Parameters are configured when specifying the chart data either when Identifying the data source columns or defining a custom query More specifically Chart Input Parameters can be configured when you first create a chart or when you edit a chart by right clicking and selecting the Chat Data option see Figure 14 1 Figure 14 2 and Figure 14 3 Dashboard Parameters are defined in a similar manner to Chart Parameters They are accessed by
36. date 30 days ago in the default comma delimited list mr a format a J Figure 13 19 All charts within iDashboards simply send a SQL statement to their data source to retrieve the data they will represent The SQL statement is automatically built based on how you created the chart using the chart creation screens A date macro is used in the filter to create the WHERE clause of this SQL statement The following is a list of available date macros within iDashboards All values can be modified to alter the length of time they represent Macros have the form keyword shifter modifier format The shifter will set the keyword value to a specific point generally the first or last day of a month or year The modifier is a whole number that can be added or subtracted from the result of the keyword or keyword shifter value The format determines how the date or time format will look IDashboards User s Manual 163 Note You may edit the numerical modifier in any macro ds currmonth MM currmonth begin 3 MMMM dd yyyy ts currmonth MMM curryear currdate currmonth MMMM curryear 3 currdate 30 currmonth 2 MMMM curryear 2 currdate 30 currmonth 2 MMMM d yyyy curryear 2 dd MMM yy currdate 90 MMMM dd yyyy currmonth begin curryear begin currmonth currmonth end curr
37. features is available to choose from Chart Features are organized among Basic Settings Number Formatting Units Labels Date Formatting and Chart Specific settings The first four groups of settings are common among all charttypes The Chart Specific settings group is unique for each chart type Chart Properties Chart 41 Chart Type y Features lt Colors Drilldown Basic gt Number Formatting Labels TE gt Chart Settings Figure 8 1 97 98 Chapter 8 Chart Properties Chart Features 8 1 Basic Settings Basic Settings are available for all charts regardless of the chart type These settings allow you to change chart features such as title appearance legend appearance mouse over value note appearance sort order chart refresh interval etc see Figure 8 2 Chart ID Category Chart Title Sales by City Chart Title Size Background Color Background Transparency Default Text Color Graph Margins pixels Top Bottom Legend Text Color Legend Background Color Figure 8 2 8 1 1 Moving Chart to other Categories A user can move an existing chart to another category by changing the Category dropdown box in the Basic Settings tab The dropdown will contain all categories for which the user has Save access See Figure 8 3 Users must save the chart after selecting a new category from the dropdown for the category change to take effect Chart ID
38. in functionality of Dashboards It allows you to hover over a data point in one chart and have related data points in all charts within the same dashboard appear highlighted This is a powerful feature to highlight the data relevance across various charts in a meaningful fashion and help users get a better insight of the information being presented To view or change the Match Type select the Chart Properties option from the Chart Menu or right click on a specific chart to access its Chart Properties options To access these features expand the Basic Settings section under the Features tab Note the three possible options for Match Type X Value Y Axis Name and Y Value By default the X Value option is selected See Figure 15 10 Match Type Sort On Sort Order Maximum Number of Data Rows 1 2000 Refresh Interval Minutes Theme Number of Displayed Bullets Persistent Row Values Axis Label Settings Indicator Settings Figure 15 10 IDashboards User s Manual 203 e X Value Matching highlights all data points in all charts that have the same value for the X axis independent variable as the data point you are hovering over see Figure 15 11 e Y Axis Name Matching highlights all data points in all charts that have the same label of the Y axis dependent variable as the data point you are hovering over see Figure 15 12 As you hover over the label Pub
39. it your pivots will still exist in the chart but they will not be visible for a user to select and change their value s The only situation you would want to hide the pivot selectors is if you don t want the pivot selectors to take up real estate on your chart AND the chart is a target chart for a drilldown see Chapter 10 Chart Properties Drilldowns for more information on drilldowns With the chart acting as a target chart for a drilldown its pivot values can be selected even with the pivot selectors hidden Last Pivot is Slider This option is unchecked by default If you check it the last Y axis that is designated as a pivot will be shown as a Slider bar not a dropdown list If only one pivot exists in the chart and you check this option it will be shown as a Slider bar 153 154 Chapter 13 Advanced Chart Features Pivot Location You can designate where the pivot selector s is placed bottom of the chart default top of the chart or under the chart title Pivot Alignment You can designate how the pivot selector s is aligned left default right or center Pivot Sort Order Sorting the pivot allows chart data to be sorted in a pre defined order The data can be sorted ascending a z 1 10 or descending z a 10 1 Pivot data can be sorted by choosing the column in the Pivot Sort Order dropdown menu The sort order is ascending by default Save Pivot Selec
40. on range sets IDashboards User s Manual 91 The Daily Calendar chart expects a time element in the date field Every unique time within the day will display in the chart If there are multiple rows of data with the same datetime the chart will use the first datetime occurrence and ignore the others Calender Chart Daily Event 12 23 2008 y 08 24 E Deposit 1 095 63 Withdrawal Typs Depoeft Post Date 12252008 09 21 39 TEAT Deposit 842 79 Withdrawal Type Depoga Post Date 12252008 08 47 52 Figure 7 91 92 Chapter 7 Chart Properties Chart Types 7 12 3 Calendar Navigation All calendar charts provide a navigation feature to advance back and forth between dates see Figure 7 92 Depending on the chart type it will move the date forward or backward one period of time For example a Daily Calendar chart will move the chart one day while a Monthly Calendar chart will move the chart one month Holding the Control Ctrl button on the keyboard while clicking the navigation button will advance multiple periods forward or backwards see Figure 7 93 and Figure 7 94 Figure 7 92 Figure 7 93 Figure 7 94 7 12 3 1 Base Date Position Selection When opening a Calendar chart there may be many dates that are returned by the dataset As part of the chart design a determination will need to be made as to what set of calendar dates will be displayed first The Calendar charts offer the ability to select a starting
41. or ending date via three settings Base Position Custom Date and Base Type These settings should be used in coordination with one another to achieve the desired result They are accessed by right clicking and choose Chart Properties see Figure 7 95 IDashboards User s Manual 93 Number of Month Columns Number of Month Rows Base Position Custom Date Base Type Show Paging Buttons Title Label Settings Color Style Settings Cell Metric Shapes Cell Metric Shape Size Figure 7 95 The Base Position will determine which date the chart will use when it initially loads This setting provides several options to choose End of Data The latest date available in the dataset Start of Data The earliest date available in the dataset Y esterday The day before the current date Today The current date Tomorrow The day after the current date Sunday through Saturday The nearest weekday this includes the current date Custom Date The date entered in the Custom Date setting 94 Chapter 7 Chart Properties Chart Types The Custom Date setting becomes available only when the Custom Date option is chosen from the Base Position setting This date value must be entered in the YYYY MM DD date format iDashboards date macros are not allowed in this field The Base Type setting has two options Start Point and End Point These options instruct the graph to use the selected base date positio
42. pivoted non pivoted charts If populated however the value can be any integer from 1 to 2000 and will limit the number of rows returned to the chart accordingly If the Maximum Number of Data Rows setting exceeds the system defined limitation for the number of rows that can be returned the Maximum Number of Data Rows value will be ignored without error and the system defined limitation will instead be enforced Chart Properties Clustered Column 43 Chart Type Features Maximum Number of Data Rows 1 2000 x Refresh Interval Minutes Number Formatting Unit Labels Figure 8 19 IDashboards User s Manual 107 8 2 Number Formatting Number Settings are available for all charts regardless of the chart type These settings help you configure how a chart displays number formats see Figure 8 20 Figure 8 20 You can modify the Default Format to simultaneously change all axis number formats or you can change each one individually Clicking on any E dit button will open a Number Format window This window will be titled either Chart Default or titled specific with the axis you are working with see Figure 8 21 108 Chapter 8 Chart Properties Chart Features Negative Indicator Minus Sign Unit Symbol Unformatted Formatted 17945 6789 12 345 6789 12945 6 789 12 345 6789 Figure 8 21 You have the option of configuring the Thousands Separator an
43. replace that blank value with the value in the Input Parameters Replace blank with field If the Replace blank with field is also blank which it could be because it s optional then the Input Parameter value will ultimately remain an empty string or null numeric or date value depending on the parameter data type IDashboards User s Manual 195 When a blank Input Parameter value is replaced with the Replace blank with value it is actually the PARAM macro that takes on the value of the Replace blank with field There are two situations where this can take place 1 When the PARAM macro Is used in a filter for a chart built using Data Source Columns and 2 when the PARAM macro Is used for a chart built using a Custom Query PARAM macros will not be replaced with the Replace blank with value when used in a chart title or stored procedure input When the PARAM macro is replaced with the Replace blank with value itis done so verbatim Therefore if the Replace blank with value is a string you need to make sure you include single quotes in the Input Parameters Replace blank with field so that the SQL query used by the chart runs properly Since a chart s filter value is really part of the SQL WHERE clause the string based filter value needs to be singled quoted If the Replace blank with value is a number or datetime no quotes are needed When the PARAM macro is used in situations other than
44. right click on the chart and choose Chart Data Alternatively you can select Chart Data from the Chart Menu This will bring up the Chart Data window see Figure 16 1 From here you can choose to Edit Axis Labels Upload Chart Data Modify Chart Data Column Edit Chart Data or Export Chart Data Clicking any of these buttons will take you to a screen you configured during chart creation except for export which will simply allow you to export data Refer to Chapter 5 Creating Charts Manual Data Input for detailed information on working with these screens Chart Data Figure 16 1 16 2 Dynamic Data To modify the settings you selected right click on the chart and choose Chart Data Alternatively you can select Chart Data from the Chart Menu This will bring up the Chart Data window see Figure 16 2 From here you can choose to Edit Axis Labels Change Chart Data Source Modify Chart Data Column Modify Input Parameters Edit Chart Data or Export Chart Data Clicking any of these buttons will take you to a screen you 206 Chapter 16 Modifying Chart Data configured during chart creation except for export which will simply allow you to export data Referto Chapter 6 Creating Charts Dynamic Data for detailed information on working with these screens
45. see Figure 7 9 e 3D Stacked Column Each Y variable is drawn as a colored stack on a multicolor vertical 3D column see Figure 7 10 e 3D Stacked Cylinder Each Y variable is drawn as a colored stack on a multicolor vertical cylinder see Figure 7 11 Stacked with Line Stacked Column Jan 08 Mar 08 May 08 Jul 08 Jan 08 Mar 08 May 08 Jul o8 Figure 7 9 Figure 7 8 30 Stacked Column 3D Stacked Cylinder Figure 7 10 Figure 7 11 50 Chapter 7 Chart Properties Chart Types e Ratio Column Displays the relative contribution of each Y variable as a percentage of the total that is represented in a stacked vertical column see Figure 7 12 e 3D Ratio Column Displays the relative contribution of each Y variable as a percentage of the total that is represented in a stacked vertical 3D column see Figure 7 13 e 3D Ratio Cylinder Displays the relative contribution of each Y variable as a percentage of the total that is represented in a stacked vertical cylinder see Figure 7 14 Ratio Column 3D Ratio Column Figure 7 12 Figure 7 13 3D Ratio Cylinder Figure 7 14 IDashboards User s Manual 51 e Pareto Column A special type of histogram arranged in order of severity from largest to smallest reflecting the frequency or impact of entities The line indicates cumulative perc
46. size 136 Import Data button 32 37 150 Import Data from a Delimited File 26 28 Import Data from Excel 23 25 Input Argument 41 Input box Chart Name 30 36 Chart Title See Chart Title See Chart Title Input Parameters 171 Always prompt for parameters on dashboard load 174 Control Type 172 Data Type 171 Definitions 171 Filtering Data 181 In Chart Titles 183 In Custom Queries 184 In Stored Procedures 185 Initial Value 172 Input Prompts Chart 193 Input Prompts Dashboard 192 Override parameters on drilldown 188 PARAM Macro 181 Parameter Label 171 Parameter Name 171 Replace blank with 172 194 Required Flag 172 Rules for Prompting 194 With Drilldowns 187 Interactive Intelligence 200 202 Introduction 1 Language preference changing 213 Legend 100 hide 100 maximize 100 minimize 100 move 101 Transparency 101 List Macros button 168 List Values button 161 Load Chart button optional 12 Log in Screen 1 Log out 214 M Macro Data Type and Format 163 Examples 165 setting up with filter 168 TestWebpage 42 168 Titles 169 Macro Data Source Excel 163 Oracle 164 SQL Server 164 Macros as an extended feature 161 Magnifying Tool 4 Manually define chart data 21 22 Maps changing the color of various regions 95 Color Ranges 95 X axis values 95 Matching Flags X Value 203 Y Axis Name 203 Y Value 203 Maximize chart size option 209 Maximum Number of Data Rows 106 Men
47. that every time this chart is opened it will load dynamic real time data from its data source If you select the Snapshot option the data that is represented in the chart at the time the chart is saved will be saved along with the chart Thereafter every time the chart is opened this chart will display that static saved data and not a real time dynamic data load from the database table or view Enter a Chart name Enter a Chart title Enter a Chart description Dynamic Data Load O Snapshot RP Figure 6 6 IDashboards User s Manual 37 6 6 Custom Query Section 6 2 Selecting the Source Object describes creating a dynamic chart by selecting a Single database table view or stored procedure Custom SQL extends the functionality by providing the capability to specify a custom SQL query to retrieve the chart s data After you create the chart labels and click on Import Data button see see Figure 6 7 the Chart Data Source window will display the data sources with a Custom SQL radio button at the top Figure 6 8 Figure 6 7 Construct Chart Data From Data Source Columns Custom SQL 7 IDB System Database gP Sales Database 7 Training_Datauds Figure 6 8 38 Chapter 6 Creating Charts Dynamic Data Upon clicking the Custom SQL radio button you will see a list of the databases that have been established by the iDashboards Administrator as database
48. that match the value of the selected axis within this chart Use name and value of clicked on axis Figure 10 11 This option will allow the user to click on a value in the source chart and have the pivots in adjacent charts on that same dashboard update to reflect the axis value that was clicked on In Figure 10 12 when Columbus is clicked on in the source chart the other two charts in the dashboard update to have Columbus selected in their pivots See the description in Figure 10 11 for more detailed information on this feature 134 Chapter 10 Chart Properties Drilldowns Product Production M Tons 600 o E CAMEO 200 Ww 100 p a es we gt E Gn i af a E g MES El E Se Me F amp se cr q E Daily Amount Shipped E Columbus Figure 10 12 10 5 Use name and value of clicked on axis If this option is checked the clicked on axis will be send during the drilldown instead of the axis selected via the radio buttons 10 6 Removing Drilldown To remove the drilldown open the Chart Properties window and click the Drilldown tab Select the None icon Click the Save Chart option to save the changes IDashboards User s Manual 135 11 Adding an Image or a Flash Movie to Dashboards Dashboard frames can contain images or Adobe Flash Movies from sources outside of the iDashboards product This feature allows organizations the ability to add logos graphics interactive movi
49. the Drilldown tab Expands to user Username value of user currently logged on value lt Axis Name gt The value of the chosen lt Axis Name gt which may be the X axis or any Y axis that Is a pivot chartid chartlID value charttitle chartTitle value categoryid categorylD value Table 10 1 10 3 1 The fvalue lt Axis Name gt Macro value lt Axis Name gt is a macro that will return the value of the axis named lt Axis Name gt The axis name is case sensitive For example if the chart in Figure 10 10 has been configured to drill down into a web page and the URL field contains http www mywebpage com plant value Plant amp date value Date When the chart is clicked and the drilldown is initiated the URL will be transformed into http www mywebpage com plant Seattles date 2005 12 11 2000 3A00 3A00 000 Note the replacement of value P lant with Seattle and value Date with 2005 12 11 2000 3A00 3A00 000 spaces are replace with 20 and colons with 3A Note The values that get passed down can be the X or Y axis value and all pivot values Daily Amount Shipped 120 E Tons 100 Pa E oo 5 oo oo a 12 11 2005 gt Figure 10 10 132 Chapter 10 Chart Properties Drilldowns 10 3 2 Windows Settings Target Window There are several Window settings and Link target window options that c
50. the clicked on axis will be used for drilldown filtering in addition to any axes which are specifically selected for drilldown filtering In some cases the clicked on axis might be the only one used for filtering 126 Chapter 10 Chart Properties Drilldowns 10 1 2 1 X Axis Value Example A common use for using drilldowns is to pass along a value from the X axis that will help filter the data in the target chart Figure 10 4 and Figure 10 5 show examples of a source chart and target chart respectively When a user clicks on Chicago in the source chart the target chart will be displayed and will automatically filter its data on Chicago Note The Drill Back button on the target chart allows the user to drill back up the drilldown path Product Production Figure 10 4 Daily Amount Produced Drill Back Figure 10 5 IDashboards User s Manual 127 10 1 2 2 Y Axis Value Example Another common use for using drilldowns is to pass along a value from the Y axis that will help filter the data in the target chart Figure 10 6 and Figure 10 7 show examples of a source chart and target chart respectively When a user clicks on the row that contains a Y axis value of Bill ones in the source chart the target chart will be displayed and will automatically filter its data on Bill J ones to show just his sales figures Note The Drill Back button on the target chart al
51. the source chart or in a different frame within the dashboard To select which frame to have the target chart displayed in select the desired frame tag name in the Target Dashboard Frame dropdown box see Figure 10 3 See Chapter 4 Creating Dashboards for information on frame tag naming To save this drilldown link save the chart Target Chart PSD Sales Order Details for Rep Pra 1 Category Sales S 4 Target Dashboard Frame None Axis Values to Send to Targe E Axis mame mr Drilldown to Chari Always send value for clicked on axis Figure 10 3 10 1 1 Selecting the Axis Value for Target Chart Filtering iIDashboards will allow users to select any of a chart s axes to be used for drilldown filtering this includes hidden axes The default options will suggest using the X axis and all pivoted Y axes used for drilldown filtering however any combination of axis selections can be used including the option to choose none of the axes for drilldown filtering If the target chart does not contain the filtered value that was selected from the source chart then the target chart is presented to the user without any data filtering 10 1 2 Always send value for clicked on axis When drilling down to a chart in addition to being able to select the axes to be used for drilldown filtering a designer can also check a box labeled Always send value for clicked on axis When this is checked
52. will be removed from the chart and the update action will trigger when a user enters a value and hits Enter while in the Text Box or when the Text Box loses focus Figure 14 6 IDashboards User s Manual 177 14 2 2 2 Dropdown List Used for data type String Number or Datetime a Dropdown List allows a user to select from a predefined list of available values see Figure 14 7 Safety Incidents Figure 14 7 The Parameter Value Definition window see Figure 14 8 accessed by clicking Define on the Parameter Definition window allows you to create a predefined list of values that will show up in the dropdown list If Refresh on Change is selected the Update button will be removed from the chart and the update action will trigger when the user selects one of the predefined values If Editable is selected the Dropdown List will also take on the characteristics of the Text Box control type Figure 14 8 178 Chapter 14 Input Parameters 14 2 2 3 Slider Used for data type Number or Datetime a Slider allows a user to move a slider through a set of predefined values and select a particular value in between see Figure 14 9 Safety Incidents ea BSB amp amp 8 6 8 2B Figure 14 9 The Parameter Value Definition window see Figure 14 10 and Figure 14 11 accessed by clicking Define on the Parameter Definition window allows you to define the values that will be available along the Slider ba
53. would like to delete and click the Delete button The chart will be deleted without warning A message box will confirm the deletion 2 Annual Data Charges pp Annual Data Collections a Annual Data RVUs Ta Bill Monthly Cash Flow Tre ER Current Accounts Receivab TT ED Admissions Ph ED Admissions YOY Con AA ED Admissions YOY Con Figure 19 1 Note Charts can only be deleted one ata time 212 Chapter 19 Deleting Charts and Dashboards 19 2 Deleting Dashboards To delete a dashboard click Delete Dashboards from the Application Menu button on the bottom left of the dashboard screen This pops up a window titled Delete Dashboard that contains a list of all Categories to which you have Save permissions When you select a Category a list of all dashboards in that Category is displayed see Figure 19 2 Simply highlight the dashboard you would like to delete and click the Delete button The dashboard will be deleted without warning A message box will confirm the deletion for Dashboard Figure 19 2 Note Dashboards can only be deleted one at a time IDashboards User s Manual 213 20 User Settings There are a number of settings a user can configure that pertain to the user experience and security of iIDashboards The icon in the bottom right corner of the Dashboards application see Figure 20 1 opens the User Settings window see Figure 20 2 Alternatively you can
54. you select Always prompt for parameters on chart load every time the chart is loaded it will prompt the user to enter values for Input Parameters regardless of whether the individual Input Parameters are required or not For Dashboard Input Parameters Always prompt for parameters on dashboard load works the same way The Override parameters on drilldown functionality will be described later in this chapter To configure a new Input Parameter for a chart or dashboard click the Add button To edit an existing Input Parameter select the Input Parameter and click Edit This will open the Parameter Definition window see Figure 14 4 Note When defining Input Parameters for a dashboard the Parameter Definition window will not contain the Replace blank with field The Replace blank with field only pertains to Chart Input Parameters and only in certain circumstances See Section 14 11 Blank Parameter Values for more details IDashboards User s Manual 175 Figure 14 4 The required attributes are Name Label Data Type Control Type and Required Replace blank with and Initial Value are optional Refer to the descriptions of these attributes earlier in this chapter The Control Type attribute is described in section 14 2 2 Control Types 14 2 1 Passing Dashboard Input Parameters to Chart Input Parameters As stated earlier the only real purp
55. 10 By unique X value the X value MI from Figure 9 10 will only appear in the table once and can only be assigned one color even though it may appear multiple times in a dataset The benefit is that it will always have the same color across different pivot selections This is also the case for system assigned colors On bubble charts there is one bubble per non unique X value and the color of each bubble is its corresponding X value color On a pie chartin sum down mode the X value colors are used for pie slices each of which represents a non unique X value Note that there can be two distinct slices for MI on the same ple and both will have the same color IDashboards User s Manual 121 The colors selected by the user from the Select Custom Colors option will be persisted and used for those X values the next time the chart is loaded If the dataset contains new X values on the next chart load for which there are no saved colors they ll be given system assigned colors that will be saved as user selected colors the next time the chart is saved The X value colors will display in the legend along with the date or number formatted X values Note The system may duplicate colors already in use by other X values Users should utilize System assigned colors whenever the set of X values is likely to change As is the case with Date based X values 122 Chapter 9 Chart Properties Colors This page intentionally left
56. 10 000 15 000 20 000 25 000 Transactions Figure 7 18 IDashboards User s Manual 53 7 4 Speedometer Charts e Half Speedometer Each Y variable is displayed as an animated needle on a half round speedometer see Figure 7 19 Half Speedometer Current Sales Previous Sales rete Figure 7 19 e Half Speedometer with Odometers The first Y variable is displayed as an animated needle on a half round speedometer and the rest of the Y variables are displayed in an odometer like interface See Figure 7 20 Half Speedometer with Odometers Previous Sales Current Sales rete sr Figure 7 20 54 Chapter 7 Chart Properties Chart Types e Full Speedometer Displays through an animated needle the value of each Y data point in a full round Speedometer interface Features include ability to change dial needle and text colors besides the colors and thresholds for the displayed scale within each speedometer see Figure 7 21 Full Speedometer Figure 7 21 e Full Speedometer with Odometers Displays through an animated needle the value of first Y data point in a Speedometer interface Remaining Y data points are displayed as text on the right side of the soeedometer The text and speedometer needle animate with any change of an x value due to cursor location see Figure 7 22 Full Speedometer with Odometers Previous Sales E ave rte eas Figure 7 22 IDashboards U
57. 7 as the year or 15 as the 3pm hour you can simply treat these values as numbers and use the date macros as they are without modifying the date format Following are common abbreviations used to format dates in Oracle MM Numeric month e g 07 YY Last 2 digits of the year e g 98 MON Abbreviated month name e g J UL AM PM Meridian indicator MONTH Full month name e g JULY HH Hour of day 1 12 DD Day of month e g 24 HH24 Hour of day 0 23 DY Abbreviated name of day e g FRI MI Minute 0 59 YYYY 4 digit year e g 1998 SS Second 0 59 IDashboards User s Manual 165 Example 1 Rolling 12 months using the 4ds timestamp macro Today 5 09 2008 10 04 34 TheDate is of type Date 5 3 7 3 5 2 5 ES EA EN a O7 a 10 1 07 4 55 5 4 ES A 6 E 9 1 07 23 22 Use records from TheDateAndTime vhere Use records from TheDateAndTime vhere TheDate TheDate ee ds 365 ds 365 ds 365 ds 365 current date minus 365 days d 2007 05 09 Example 2 Rolling 120 Minutes using the ts timestamp macro Today 5 09 2008 12 36 09 TheDate is of type Date sie 1015 4 pros 1030 e somno 4 los Tras 8 gt a es ES s Se gt ES y m a A J gt a gt E al aplo8 1230 6 eo et f lt E E SS SQL Server Oracle Use records from TheDateAndTime vhere Use records from TheDateAndTime where Use records
58. CHANGING LANGUAGE esd aut oceans te nde cae metnet ei tee OON 213 Zs CAIN GING IN a 213 ZU 4 CHANGING DIALOG THEME A E ad abad 214 LA WU G9 29 ET NE nee en ee E AT a See eo A ne ea Oe OE oe ee ee 214 200 LOGENGOUTOFIDASHBOARDS acorns an A E ad aaa 214 IDashboards User s Manual 1 Introduction This manual is meant for all users of Dashboards Every user that Is created in iDashboards must be assigned to one and only one User Role There are four User Roles as follows Viewer Users assigned to this role have limited right click menu and Application Menu options Therefore they are unable to create new charts or dashboards and they cannot modify existing charts or dashboards They can however fully interact with charts and dashboards They do not have or need a Personal category User Users assigned to this role have full right click menu and Application Menu Capability Therefore they can create new charts and dashboards and can make changes to existing charts and dashboards However they can only create charts that are based on Static data that is data entered by hand or via a one time import of a spreadsheet They cannot create charts that point to live data sources Also they cannot modify any data related setting of existing charts only the visual settings They have a Personal category Analyst Users assigned this role have all the permissions of the User role but also have the ability to cr
59. Chart Properties window presents the user with the final step before displaying a chart see Figure 5 11 In this step select the chart group on the left and the actual chart type on the right Click the OK button dihi Column Chart Chart Bubble Chart Horizontal Bullet with Target Bullet Bullet Odometer CONC Bullet Chat Thermometer Vertical Bullet Bullet Ballet with with Target Bullet Chari Odometer Pyramid and Funnel Charts Figure 5 11 With the chart created you may modify the chart type other chart display options and chart colors Details for making these changes are discussed in Chapter 7 Chart Properties Chart Types Chapter 8 Chart Properties Chart Features and Chapter 9 Chart Properties Colors 30 Chapter 5 Creating Charts Manual Data Input 5 4 Saving a Chart To save the chart you created click on the Save Chart As option within the Chart Menu of the chart s frame Alternatively select the Save Chart As option from the right click menu within the chart frame Clicking on the Save Chart As option opens a window with the option to choose a Category to save to Only the Categories for which you have Save permissions assigned by your iDashboards Administrator will be displayed see Figure 5 12 Within the name input box type the name of the chart as
60. Displays first third fifth etc Y variables as target values and the second fourth six etc Y variables as percentages of those targets respectively in linear vertical gauges see Figure 7 37 Bullet With Target mY 150 200 2505000 100 0 50 2003 01 2008 02 2003 03 2003 04 2009 01 2009 92 2009 03 Figure 7 37 IDashboards User s Manual 63 7 5 1 Bullet Themes All Bullets have Themes see Figure 7 38 Themes apply a number of graphic settings to change the look of the Bullet charts There are eight different Bullet themes Classic Modern Chrome Hot Rod Gadget Ranger Precision and Pointer see Figure 7 39 Figure 7 38 Horizontal Bullet Default Horizontal Bullet Classic Horizontal Bullet Modern Current Sales 29 259 Current Sales 29 359 Current Sales Horizontal Bullet Chrome Horizontal Bullet Hot Rod Horizontal Bullet Gadget Current Sales Current salagi 29 359 Current Sales a 6 00 10000 168000 20000 26000 3000035000 16 000 20 000 30 000 40 000 Horizontal Bullet Ranger Horizontal Bullet Precision Horizontal Bullet Pointer Current Sales 29 259 Current Sales 29 259 Current Sales 20 359 A A A a lil A 10 000 75 000 20 000 25 000 30 000 Figure 7 39 64 Chapter 7 Chart Properties Chart Types 7 6 Thermometer Charts e Thermometer Y variables are displayed in horizontal thermometer gauges see Figure 7 40 Thermometer
61. Figure 7 40 e Thermometer with Odometer horizontal icon The first Y variable is displayed as a horizontal thermometer gauge and the rest of the Y variables are displayed in an odometer like interface see Figure 7 41 Thermometer With Odometer H Figure 7 41 IDashboards User s Manual 65 e Target Thermometer horizontal icon Displays first third fifth etc Y variables as target values and the second fourth sixth etc Y variables as percentages of those targets respectively in horizontal thermometer gauges see Figure 7 42 Thermometer Target H Existing Home Prices 20724 Figure 7 42 e Vertical Thermometer Y variables are displayed in vertical thermometer gauges see Figure 7 43 Yertical Thermometer 6 3 30 Year Fixed Prime Figure 7 43 66 Chapter 7 Chart Properties Chart Types e Thermometer with Odometer vertical icon The first Y variable is displayed as a vertical thermometer gauge and the rest of the Y variables are displayed in an odometer like interface see Figure 7 44 Thermometer With odometer Y E en i un 40 Year a UL D LL Figure 7 44 e Target Thermometer vertical icon Displays first third fifth etc Y variables as target values and the second fourth six etc Y variables as percentages of those targets respectively in vertical thermometer gauges see Figure 7 45 Thermometer gt gt Target
62. Fit Background Image to Frame checkbox the image will stretch to the full dashboard dimensions Otherwise it will maintain its default resolution and be centered in the dashboard Note Any image you wish to use as a background will first need to be uploaded to iDashboards through the Administrator Interface This will cause the image to show up in the Server Files dropdown box See the iDashboards Administrator Manual for more information on uploading images 200 Chapter 15 Dashboard Properties URL content leafPerspective jpg Figure 15 5 15 6 Show Chart Menu Buttons Chart Menu Buttons are displayed in the lower left corner of a chart and are created with all new charts These buttons pull up the menu that lists the actions you can perform ona chart For aesthetic purposes the menu buttons can be remove by un checking the Show chart menu buttons option Examples of the same chart with Chart Menu Buttons on and off are displayed in Figure 15 6 and Figure 15 7 Note The default setting is to have the Show chart menu buttons option checked when a user creates a new dashboard Detroit Figure 15 6 Co D D gt Detroit Figure 15 7 15 7 Synchronized Highlighting When you mouse over various data points within a chart other data points in that chart will fade out Also through Interactive Intelligence related data points in other charts on the dashboard are simultaneously highlighted an
63. G CHART YPE rico 29 5 4 SAVING A GC HART ainoa E eet danenaatsasandouadees Cuenta roapiaete 30 6 CREATING CHARTS DYNAMIC DA A ssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna 31 6 1 CREATING X AND Y LABELS icsccecececccccceccaccuceceeavaceucecaeaeeueueeaeaeeeeaeaeataueeegeaeateeuavaeaeauneuenaeannenass 31 6 2 SELECTING THE SOURCE OBJECT vicccecceccecceccceccecccecueceeeceeeueueeeeeeeeeeeeeeaeeeeeaeeaueaueaueauueueeeeneeeeesaees 32 6 3 SELECTING THE DATA COLUMNS sccccececcccccccecacaveucueeeaeaueuceeaeaeeueneeaeaeeeegeavaeaueeeaeaeaeaeeeuataeneneness 34 6 4 SELECTING CHART IP a iaa ENA 35 6 5 UI We sapere ect ene train A A 36 6 6 CUSTOM QUERY caricias iia ide aid EA AE 37 6 7 STORED PROCEDURES AS A DATA SOURCE uicccccsccecececaceucuceeaeaveueueeeaeaueuegeaeaeaueeeevavaeaeesuetaeaenenens 41 6 7 1 Using a Macro as an Argument innata 41 7 CHART PROPERTIES CHART TYPES ssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 45 7 1 e COMU a 46 7 2 COLUNN CHART rra dad Macia 48 7 3 BUBBLE CHARTS ccccecsccccececacaccuceeaeacaueeceuaeaueueneaeaeaueeeeaeauseeaeaeaeaeeeeaeaeaensuseaeaeseesuatavaueenavatannanaeas 52 7 4 SPEEDOMETER CHARTS ati e io a iaa datada 53 7 4 1 Speedometer THEMES ccccccccccsssecccceeseeeeeeeeeeeeeeeseeeeeeeeeeeeauseeessaeaeseeesaueseeetesaasseeess 59 Table Of Contents 7 5 SS AA AAA Sect ouetan aoa 60 TD BUNT A HEMOS a EAA 63 7 6 THERMOMETER CHART
64. ITY String Figure 6 4 The Axis and Name columns of the grid are the X and Y labels typed during the earlier Step The Data Column column is a dropdown with the available columns in the selected table view or stored procedure Select the data columns using the dropdown that you want associated with each label You must associate a data column with each label The Data Type column will be automatically chosen by iDashboards to represent one of three data types String Number or Datetime Dashboards will examine the data type of the column that is selected in the Data Column and apply the most appropriate data type Note Function Pivot Hide and Filter will be explained in Chapter 13 Advanced Chart Features Input Parameters will be explained in Chapter14 Input Parameters IDashboards User s Manual 35 6 4 Selecting Chart Type The Chart Properties window presents the user with the final step before displaying a chart see Figure 6 5 In this step select the chart group on the left and the actual chart type on the right Click the OK button Odomeier bl ll ad speedometer Bullet Chart ameter Vertical Bullet Bullet Bale wit wri Target Bullet Chari Chari i a Column Chart Chart Bubble Chart izo i Target Bullet e Pu AL e nr Metrics Chart Lime Chart Pyramid and Tabular Chart Fun
65. M DD HH24 Mi SS currdate 5 the current date minus 5 days 2008 05 04 IDashboards User s Manual 167 Example 5 Rolling 3 Years using the curryear macro Today 5 09 2008 12 43 39 TheDate is of type Number w a o 8 2005 a 2006 8 SQL Server Oracle Use records from TheDateAndTime where Use records from TheDateAndTime vhere Use records from TheDateAndTime vhere a ON le fee curryear 3 curryear 3 curryear 3 curryear 3 the current year minus 3 2005 Example 6 This Hour and Onward using the currhour macro Today 5 09 2008 14 43 39 TheDate is of tyoe Number TheDate SQL Server Oracle Use records from TheDate vhere Use records from TheDate where Use records from TheDate where currhour currhour currhour currhour the current hour 14 168 Chapter 13 Advanced Chart Features 13 5 2 Testing the Date Format iIDashboards provides a web page that allows you to test the output of various macros you wish to use The page is located at http www yourwebserver com idashboards macrotest j sp Simply enter the macro you wish to use along with any special date formatting and click Expand Macro see Figure 13 21 and Figure 13 22 Use this form to test iDashboards macros Use this form to test iDashboards macros Enter text containing one or more macros Enter text containing one or more macros S currmonth begin 3 MMMM dd yyyy
66. S E iene ree een ee eon Om ar E 140 1224 MAI iS aaa canes ed 141 A A ee Ten nS ee eee 142 123 DASHBOARDS PARAMETERS PANEL 142 123 BAckaro Una Texto a aii ad 143 1232 Background Transparencia aaa OS 143 1230 DMA a e e ee 143 12534 Mercal Ag AmMenta caa dicas 144 A era A 144 aa IIA D O POCERO eye A aa eRe 144 124 WMIDEO PANEL aabt 145 DD A LA ONO epee rasa tee A 146 1242 BACKOFOUNO Trans Daren Gy a eiss coe tes E 146 1245 e Mea he tn fale ee Onc ta eae ts 146 24A AWODI aaa cba 147 IDAS EL TO PAM aaa 147 12470 Matn S ars tada dada 147 IZA EXamMlen sad dada id 147 12 5 SAVING AND REMOVING PANES e dis 147 13 ADVANCED CHART FEATURES cccccsscsccsscnsccssnnscecnsensenscnceneensenseneensenoncnnnnecnsonsonseneensenecnseosannes 149 IS USING THE PIVOT PER TURE Da 149 iS fel Hert A A et eee eee eT ee Rte Renee Eset e ene 149 LE ES O ae ete Re Cn eee ree eS 153 132 USING THE HIDE FEATURE vana dai ado 154 13 USING THE FUNCTIONMFEATURE tada o aa 155 SA USING HEME TE RS aaa aaa oca 158 o USING MACROS aia 161 13 5 1 Setting the Proper Date Type and ForMat cccccccccocccnncccnocccnncnonanononcnnnarccnncnnnancnnnnnns 163 13 02 TESUNO the Date FOME 168 13 03 Greating a Macrona Flan 168 13 6 ADDING MACROS TO CHART TITLES enie inina aa a a a a 169 ISA FITER ON USER a a a a een ole eal eabintiaa te 170 14 INPUT PARAMETER S cuna ia 171 TAE PARA METE RD E ANO Ne al ADO 171 142 CONFIGURING INPUT PARAMETER S aa 172 14 2 1 Pa
67. S aran tn tdi 64 7 6 1 TVG VITIONVO TOR TAM a Ad 67 1 7 METRICS CHART Sr A A a A o diia 68 7 7 1 SLODIOME TEMES ss 71 7 8 MUA EP AP lt P encase caved ine siaiter 72 7 9 o RES O E dia tadambueunsivetsoacsascavetvasiaisn ten 77 ELIO PYRAMIDAND FUNNEL CHART TS aia 82 LL TABULAR CHARTS naaa ia 85 TZ CALENDAR CHAR TS di caddoca 86 BIZ Data La Vol 86 AZZ gt Calendar POS oa 88 TADS Calendar Nava 92 LAS NAP CHART AY PESO Aaa 95 FAS Mais ts is tios 95 8 CHART PROPERTIES CHART FEATURES cscsccssccsscneecuecneeeueeneseuseneseuseaeseuseaeseuseaeseussaeseussaees 97 8 1 BASIC SETTING O rd A a EE E AA ia 98 8 1 1 Moving Chart to other Categories cnn 98 8 1 2 Chare Tea S ZE ee ee a a a lo dol A 99 8 1 3 VE COLON chin acerca sashes a ret tie ied 99 8 1 4 Background Transparent iaa 99 8 1 5 o A 99 8 1 6 Grap MAE GINS acts sashes nv ia aseratet cds 99 8 1 7 Chart Legend CONTO ai iio 100 8 1 8 Mouse Over Valle Display do 102 8 1 9 Bs Heal A Cena ere ea a a ene ae mT 103 GTO Matth TD a 104 LE od 104 A A A ee 105 E C et wl cone Re A 105 8 1 14 Maximum Number of Data ROWS ccccccccccccecceceeeeeeeeeeeeeeeeeeeeeaeeaeeaeeaeeaeeseeeeneeeeeeeaees 106 8 2 NB Re ORANG aici ata ates cei E as 107 8 3 UNI LABC ES id 109 8 4 DATE FORMATTIN 6 rada ada ed 110 8 5 C AART SPECIFIC SETTINGS ia aa aid 112 8 5 1 Expanding Collapsing Property GroOuUpS iria di 112 9 CHART PROPERTIES COLOR Susana as 113 9 1 1 COE e a 114 9 2 BASIC COLOR S rinsi a
68. Sales as a measure for various branch offices in various states The objective is to create a chart with State being a pivot and depending upon the selected value of State in the pivot the chart displays the Sales in the cities with that specific State LA MD wi 26236 87 Sacramento CA 2 San Diego CA 798 72635 A E 3 aj i gt ha or J C p BE EE 2 Lai Denver co 54 E O 234234 Fort Collins i Grand Junction 74 i sgis i Ej O om Age ala 3 5 656 385 249576 19230 3 Ann Arbor Mi_ Detroit MI Grand Rapids MI MI MI Mm a da On E BIS E 27863473 876234 483 345877 Rlrle aj Midland va LA city State s Duluth MN 329809 st cloud mn 2587326 St Paul mn 2128705 1836456 Plano TX 4892376 Figure 13 1 149 150 Chapter 13 Advanced Chart Features First create a new chart with City as the X axis label and State and Sales as the two Y axis labels see Figure 13 2 Click on the Import Data button Figure 13 2 Next select the appropriate data source and assign the data source columns to the respective X and Y labels if you are not familiar with these steps see Chapter 6 Creating Charts Dynamic Data To create a pivot you need to expand the Pivot dropdown box for the Y axis of your choosing and select 1 see
69. Spectrum 118 Spectrum 118 Progressions Auto Generate Ranges 118 Pyramid 82 Index Range Sets add ranges 117 automatically assign colors 117 change the color 116 default ranges 116 delete a range 116 set low and high boundaries 117 Ratio Bar 47 Ratio Column 50 Report Chart 85 Save Chart as optional 30 36 Save Chart window 36 Save Dashboard as selected as optional by clicking on Menu button 13 Save Permissions 13 16 30 36 97 98 197 211 212 Saving a Chart 30 Scatter Chart 73 Screen User Application 6 Search Chart 12 Dashboard 9 Select Colors 120 Selecting a chart type 151 Selecting Chart Type 29 35 Show Columns button 38 Show Limits option 116 Show Mouse over Value Checkbox 102 Show window borders unchecking dashboard settings 16 Smooth Area 75 Smooth Line 73 Snapshot option 36 Sort On 104 Sparkcolumn 52 Sparkline 72 Special characters avoidance of use for input fields 13 Speedometer Charts 53 Speedometer Themes Chrome 59 Classic 59 Gadget 59 HotRod 59 Modern 59 IDashboards User s Manual 221 Pointer 59 Precision 59 Ranger 59 Speedometer Themes 59 SQL Query 37 38 40 162 Square Speedometer 55 Square Speedometer with Odometer 55 Stacked Area 75 Stacked Area Chart 75 Stacked Bar Chart 46 Stacked Column 49 Stacked Ratio Area 75 Stoplight 70 Stoplight Themes Chrome 71 Default 71 Gadget 71 HotRod 71 Modern 71 Pointer 71
70. Type modifying or editing 45 Chart Type Category 45 Chart types creating maps 95 Chart Types 45 96 45 96 45 96 2D Donut 79 2D Pie 78 3D Area 76 3D Column 48 3D Cone 83 3D Cylinder 48 3D Donut 81 3D Pie 80 3D Pyramid 82 Index 3D Ratio Area 77 3D Ratio Column 50 3D Ratio Cylinder 50 3D Stacked Area 76 3D Stacked Column 49 3D Trend Line 74 Area 74 Bubble Chart 52 Bullet with Odometer horizontal icon 60 Bullet with Odometer vertical icon 62 Bullet with Target horizontal icon 61 Bullet with Target vertical icon 62 Calendar Charts 86 Cluster 2 Speedometer 56 Cluster 3 Speedometer 57 Cluster 4 Speedometer 57 Clustered Bar 46 Clustered Column 48 Column with Line 51 Custom Speedometer 58 Daily Calendar 90 Exploded 2D Donut 79 Exploded 2D Pie 78 Exploded 3D Donut 81 Exploded 3D Pie 80 Full Speedometer 54 Full Speedometer with Odometers 54 Funnel 83 Funnel 3D 84 Funnel Cone 84 Half Speedometer 53 Half Speedometer with Odometers 53 Horizontal Bullet 60 Horizontal Metrics Ticker 69 Maps 95 Metrics Bar Chart 68 Metrics Chart 68 Metrics Scorecard 69 Monthly Calendar 88 Monthly Event Calendar 89 Pareto Column 51 Pyramid 82 Ratio Bar 47 Ratio Column 50 Report 85 Scatter Chart 73 Smooth Area 75 Smooth Line 73 Sparkcolumn 52 Sparkline 72 Square Speedometer 55 Square Speedometer with Odometer 55 Stacked Are
71. a 75 Stacked Bar 46 IDashboards User s Manual 217 Stacked Column 49 Stacked Ratio Area 75 Stacked with Line 49 Stoplight 70 Tabular Chart 85 Target Speedometer 56 Target Thermometer vertical icon 66 Thermometer 64 Thermometer with Odometer horizontal icon 64 65 Thermometer with Odometer vertical icon 66 Trend Line 72 Vertical Bullet 61 Vertical Metrics Ticker 69 Vertical Stoplight 70 Vertical Thermometer 65 Weekly Calendar 90 Charts Axis Colors 115 Basic Settings 98 Category Dropdown 98 Chart Refresh 105 colors 113 creating new chart by providing data 19 31 Date Formatting 110 Legend 100 Matching Flag 104 maximize 209 Mouse Over Value 102 Notes 103 Number Settings 107 Pivot 105 Print 209 Range Sets 116 Refresh Interval Minutes 105 Sort 104 Unit Labels 109 X Value Colors 120 Close Chart option 12 Cluster 2 Speedometer 56 Cluster 3 Speedometer 57 Cluster 4 Speedometer 57 Clustered Bar Chart 46 Clustered Column 48 Color axis colors 115 120 background color 113 basic colors 115 chart display colors 113 Note background color 113 text color 113 Column Hiding 154 Column with Line Chart 51 Creating a Pivot 149 52 Creating Charts Dynamic Data 31 Manual Data Input 19 30 Creating Dashboards 11 16 Creating Drilldowns 123 34 Creating Panels 139 Custom Date 92 Custom Speedometer 58 Custom SQL 37 Custom SQL radio button 38 Customizing Pivots
72. a a tal aunaal ral touabenideienasasd 115 9 3 AXIS COLORS dadas 115 9 4 RANGE SE Sui 116 9 5 AVAU EDO dida 120 10 CHART PROPERTIES DRILLDOWNS sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna 123 OL DRILEDOWNTO CHART A aid 124 10 1 1 Selecting the Axis Value for Target Chart Filtering ooocccccooccnnnonocnnnnncnnnnnnononnnaoons 125 10 1 2 Always send value for CIICKEC ON AXIS oomoccccnoccnccnononnnnonccnnnonarnnononoconoonarnnonoronannonanos 125 102 DRILLDOWN TO DASHBOAR Dist AA AAA A A AAA 129 10 3 DRILLDOWNITO WEBPAGE ra dotada 130 10 3 1 The Sivalue lt Axis Name gt Macro ir awaited 131 10 3 2 Windows Settings Target WINKOW cccccccssesccssssseerseseeeeeaneeeeeseeseetsaeeseesaneusetsneneeds 132 10 4 CHANGING OTHER CHARTS PIVOTS acia 133 iDashboards User s Manual 10 5 USE NAME AND VALUE OF CLICKED ONANIS iia 134 10 6 REMOVING DRIELDO WN dels 134 11 ADDING AN IMAGE OR A FLASH MOVIE TO DASHBOARDS nsssssnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 135 11 1 LOADING AN EXTERNAL IMAGE MOVIE TO A FRAME aos 135 IEZ EINKNGTHEIMAGE MOVES ornan A A A 137 TES CLEARING THE IMAGE MO WE adds 138 11 4 SAVING THE IMAGE MOVIE IN THE FRAME vivian ation ocio 138 12 DASHBOARD PANELS cuand 139 121 CHOOSING THE PANEL TYPE 2d a ea cia 139 12 2 TEXT PANE Usain AAA ae ric wd ard ed ced Lucania etna cds 140 12 2 BaeCKOrounallext COOK da 140 12 72 Background Transparent 140 D
73. a low and high boundary the range size and the beginning and ending colors of the ranges For the color range you can choose a progression type Each Progression Type will automatically assign colors to each of the ranges based on the Begin Color and End Color 118 Chapter 9 Chart Properties Colors Figure 9 6 There are three types of progressions Spectrum Reverse S pectrum and Blend Using the Auto Generate Ranges settings and the Spectrum Progression Type from Figure 9 6 the ranges will display as shown in Figure 9 7 For Reverse S pectrum and Blend range sets see Figure 9 8 and Figure 9 9 respectively _ Basic Colors YE Figure 9 7 IDashboards User s Manual 119 a Basic Colors Y n Asis Colors gt a _ Basic Colors all Axis Colors O ve Ranga sats Figure 9 9 120 Chapter 9 Chart Properties Colors 9 5 X Value Colors The X Value Colors icon provides the option to associate a color with each X axis value on the chart This feature is available in all of the pie charts and the bubble chart Selecting the radio button Use Default Colors will automatically assign colors when the chart is loaded Selecting the radio button Select Custom Colors will provide a table that can be populated with assigned colors for each unique X value See Figure 9 10 O Use Default Colors 8 Select Custom Colors X Value Colors Figure 9
74. abel 129 Drill down functionality 123 Dynamic Chart creating and selecting 37 Dynamic Data Load 36 Editable Note title and description 103 Editing Dashboard Layout 15 18 Editing Frame Size and Shape 16 Frame Tags 18 Number of Frames 16 Enter Data 19 Excel Excel Autodirectory 207 retrieving data from 207 Excel Import Export 212 Exploded 2D Donut Chart 79 Exploded 2D Pie 78 Exploded 3D Donut Chart 81 Exploded 3D Pie Chart 80 Index Favorite Dashboard Clear 15 creation of 15 Fill button designed to create number of limit ranges 117 Filter On User 170 Filter Operator 160 Flash Adobe plug in product 1 Flash Macro 41 131 Flat display style list 6 Format patterns translated in a table 112 Frame Tags 18 create 18 remove 18 Full Speedometer chart 54 Full Speedometer Chart 54 Full Speedometer with Odometer Chart 54 Function Avg 155 Count 155 Max 155 Min 155 Sum 155 Functions 155 Funnel 83 Funnel 3D 84 Funnel Cone 84 H Half Speedometer Chart 53 Half Speedometer with Odometer Chart 53 Header bar dropdowns displayed on by iDashboards 7 Hexidecimal color code 113 Hide Category in Title 204 Hide Pivot 153 Hiding a Column 154 Horizontal Bullet Chart 60 Horizontal Metrics Ticker 69 iDashboards Categories 7 iDashboards framework 1 Image Movie 135 add 135 center image 136 linking 137 remove 138 IDashboards User s Manual 219 saving 138
75. all new dashboards For aesthetic purposes the borders can be removed by un checking the 198 Chapter 15 Dashboard Properties Show frame borders option Examples of the same dashboard with borders on and off are displayed in Figure 15 2 and Figure 15 3 Note The default setting is to have the Show frame borders option checked when a user creates a new dashboard Personal Plant Production Tons Percent Product Production Product Production M o 200 E 200 400 E 400 600 D 00 and above Daily Amount Produced R a Detroit Figure 15 2 Personal Plant Production Tons Percent Product Production WM o 200 E 200 400 E 400 600 M 600 and above Product Production Daily Amount Produced a Detroit Figure 15 3 IDashboards User s Manual 199 15 3 Background Color You can seta background color for the entire dashboard This color will be visible in any empty dashboard frames as well as in any chart with transparency 15 4 Background Image You can seta background image for the entire dashboard This image will be visible in any empty dashboard frame as well as in any chart with transparency An example can be seen in Figure 15 4 IT SLA Compliance Figure 15 4 To add an image as a dashboard background click the Set button and select the image from the Server Files dropdown box see Figure 15 5 15 5 Fit Background Image to Frame If you check the
76. ally the Dashboard Input Parameter prompt may be permanently added to a dashboard so that it is visible at all times This is done by adding a Dashboards Parameter Panel to one of the frames of the dashboard Panels are explained in Chapter 12 Dashboard Panels 14 9 2 Chart Input Prompts When a chart Is first opened the user may or may not be presented with a pop up prompt to enter Input Parameter values The appearance of a prompt depends on the situation as outlined in Section 14 10 Rules for Prompting If a prompt is necessary it will look similar to Figure 14 37 Required parameters are identified with an asterisk The chart Safety Incidents Total requires parameter values The required parameters are identified with an asterisk Region Figure 14 37 By default Chart Inout Parameter prompts are visible as part of the chart as shown in Figure 14 31 You can control how prompts are displayed via the Parameters settings in the chart s properties To get to these settings right click on the chart and choose Chart Properties On the Features tab scroll down under Basic Settings until you see the settings shown in Figure 14 38 194 Chapter 14 Input Parameters A A ee it lee a Parameter Input Visibility Parameter Input Location Parameter Legend Visibility Parameter Legend Text Color Parameter Legend Background Color FFFFFF Parameter Legend Transparency Ae 0 Fi
77. ameters from a source chart You are able to control this via the Override parameters on drilldown dropdown box on the Input Parameters tab of a target chart see Figure 14 27 The five options are as follows e Priority to Source Parameters Both Input Parameters and Drilldown Filters from the source chart will be used as Input Parameters for this chart but priority will be given to the source Input Parameters if a conflict exists e Priority to Drilldown Filters Both Input Parameters and Drilldown Filters from the source chart will be used as Input Parameters for this chart but priority will be given to the Drilldown Filters if a conflict exists e Only Source Parameters Only Input Parameters from the source chart will be used as Input Parameters for this chart and Drilldown Filters from the source chart will be ignored e Only Drilldown Filters Only Drilldown Filters from the source chart will be used as Input Parameters for this chart and Input Parameters from the source chart will be ignored e Neither Parameters or Drilldown Filters Neither the Drilldown Filters or Input Parameters from the source chart will be used as Input Parameters for this chart The following examples show the behavior of a target chart with each of the five Override parameters on drilldown options selected The Input Parameters of the target chart has been setup as shown in Figure 14 27 Note that both Input Parameters are required and
78. an be set when launching the separate browser These are any standard HTML modifiers that can be assigned to a new browser window These modifiers take the form lt settingname gt lt setting value gt Modifiers are comma separated Table 10 2 shows a list of modifiers available Use this to define the width of the new window height Use this to define the height of the new window Use this to control whether or not you want the user to be able to resize the window This lets you decide whether or not to have scrollbars on the window Whether or not the new window should have the browser navigation bar at the top The back forward stop buttons etc Whether or not you wish to show the location box with the current URL The place to type http address Whether or not the window should show the extra buttons what s cool personal buttons etc Whether or not to show the window status bar at the bottom of the window Whether or not to show the menus at the top of the window File Edit etc copyhistory Whether or not to copy the old ahha window s history list to the new number in Sets the position of the window in pixels from the left of the screen in screenX pixels Netscape 4 screeny rin Sets the position of the window in pixels from the top of the screen in screenY pixels Netscape 4 number in bad 07 Sets the position of the window in pixels from the left of the screen in IE 4 pe N Sets the positi
79. ata types as sequential numbers called serial values For example J anuary 1 2008 is serial value 39448 because it is 39 448 days after January 1 1900 Excel stores time as using colon separators from 0 00 00 12 00 00 AM to 23 59 59 11 59 59 PM 164 Chapter 13 Advanced Chart Features If your date data is stored as a date data type you can use one of the timestamp macros ds or s or you can use any of the other macros in combination with the Excel DATEVALUE function to convert the date macro to the serial value format of Excel If you are writing a filter to filter against a data column that stores date information as numbers i e 2007 as the year or 15 as the 3pm hour you can simply treat these values as numbers and use the date macros as they are without modifying the date format 13 5 1 2 SQL Server SQL Server is forgiving when it comes to date fields To filter on a date macro you may use any of the date macros without concern as to date formatting 13 5 1 3 Oracle Oracle is very particular about the format of its date data If your date data Is stored as a date data type you can use one of the timestamp macros ds or fts or you can use any of the other macros in combination with the Oracle to date function to convert the date macro to the same date format Oracle is using If you are writing a filter to filter against a data column that stores date information as numbers i e 200
80. ate a new chart by providing data for the chart through four ways Entering the data manually Importing the data from an Excel spreadsheet Importing the data from a comma separated values file Retrieving the data from a live data source BR WN EA This chapter describes only the last method while the first three methods are discussed in Chapter 5 Creating Charts Manual Data Input To create a new chart in a frame of iDashboards click on the New Chart option from the Chart Menu within that frame Optionally you can choose to right click in a frame and select the New Chart option in the right click menu 6 1 Creating X and Y Labels Upon clicking the New Chart option a small window titled Axis Labels opens Enter your X axis chart label for the horizontal axis the independent variable Enter your Y axis chart label s for the vertical axis the dependent variables and click the Add Label button This will place the Y axis label into the lower box as shown in the Figure 6 1 You can add multiple Y axis labels one for each dependent variable Click the Import Data button after adding all the Y labels Note The X and Y axis labels appear on the corresponding chart axis and can be modified after creation See Chapter 16 Modifying Chart Data for more information on how to modify the column labels 32 Chapter 6 Creating Charts Dynamic Data Figure 6 1 6 2 Selecting the Source Obj
81. ayed press the Video URL Set button on the Configure Dashboard Panel window An Enter or Modify Flash Video FLV URL window see Figure 12 10 will pop up Choose the Flash video you would like to display in the frame from the Server Files dropdown The Flash Video will need to be uploaded to the server via the iIDashboards Administrator Application Please see the iDashboards Administrator s Manual for information on uploading Flash movies Ifthe crossdomain xml file has been configured to allow for external videos you may be able to type a URL of the location of a Flash video on another server Figure 12 10 IDashboards User s Manual 147 12 4 4 Autoplay The Autoplay checkbox will automatically start the video after the dashboard loads without needing to hit the play button 12 4 5 FitTo Frame The Fit to Frame feature will force the Flash video player to fit to near the size of the frame it is contained 12 4 6 Margins Margins allow for padding of whitespace in the regions above below to the right and to the left of the video frame See Section 8 1 6 Graph Margins for more information about margins 12 4 7 Example When the user highlights over the movie they will have the standard buttons available to control the video such as play pause stop rewind forward mute and volume control see Figure 12 11 Dashboards Measure Monitor Manage Sitrabeg c z Tactical Operasional
82. bility to filter the target dashboard based on X or Y axis values is available just as it is with drilldowns to charts The Always send value for clicked on axis option is as well 130 Chapter 10 Chart Properties Drilldowns 10 3 Drilldown to Web Page It can be very useful to create a drilldown link out to a web page You may simply want the user to link out to a web page for information purposes or if you have development control of the target web page you can have that target web page perform a filter based on the data point s the user clicks on in the source chart A drilldown link to a web based reporting tool is a good example To drill down to a web page open the Chart Properties window and click the Drilldown tab Select the Drilldown to Web Page icon see Figure 10 9 In the URL field provide the complete web site address to which the chart should be linked Clicking on the chart will launch the linked web site in another browser window To save this drilldown link save the chart Note Ifa user has Pop up Blocker activated within their browser then the linked web site won t be able to open on drilldown Figure 10 9 IDashboards User s Manual 131 When setting up a URL as the destination for a chart drilldown the drilldown can be configured to send iDashboards macros to the target URL These macros should be added to the URL The following macros can be used to configure a drilldown URL within
83. bular chart with the summarized data State Sales CA 32 139 833 CO 2 901 498 CT 20 979 481 IL 15 065 610 Ml 7 813 504 MN 7 049 280 NY 3 812 245 TX 44 520 311 Figure 13 12 If CITYSALES wasn t summed the chart would display a row of sales data for each city 158 Chapter 13 Advanced Chart Features 13 4 Using Filters Filters can be a logical AND or OR condition if you are filtering on multiple columns The default logic is AND To set up a filter 1 Right click on the chart and choose Chart Data 2 Click the Modify Chart Data Columns button see Figure 13 13 Figure 13 13 IDashboards User s Manual 159 3 Click the Filters tab at the top of the Chart Data Columns window see Figure 13 14 Figure 13 14 4 Click the Add Filter button see Figure 13 15 Use all of the above filter criteria AND a Use any of the above filter criteria OR coo A Figure 13 15 160 Chapter 13 Advanced Chart Features 5 Inthe Specify Filter Criterion window choose the column you want to apply the filter to see Figure 13 16 Note If the operator you selected is im or mot in please enter Figure 13 16 6 Make sure the filter operator has the correct option selected gt lt etc see Figure 13 17 Note If the operator you selected is im or mot im please enter comma delimited hist Figure 13 17 IDashboards User s Man
84. ce select the desired skin in the Skin color bar of the User Settings window 214 Chapter 20 User Settings 20 4 Changing Dialog Theme You may choose a dialog theme Dashboards will use in many of its windows To change your dialog theme preference select the desired theme in the Dialog Theme color bar of the User Settings window An example window using a blue theme can be seen in Figure 20 3 The same window using a black theme can be seen in Figure 20 4 o arre E ts O Gl Drow Horizontal Bullet Bullet Chart Figure 20 3 Figure 20 4 20 5 Auto Log in You may choose to have iDashboards save your username and password so that you are logged in automatically each time you open iDashboards The username and password are stored in a cookie on your local computer To configure auto log in click the Log in automatically checkbox on the User Settings window and enter your username and password Note This should be done only on a PC or Laptop for your exclusive use to make sure that your access to iDashboards may not be used by anyone else 20 6 Logging Out of iDashboards To log out of iDashboards click the Log Out button on the User Settings window A confirmation window will confirm you are logging out You may also log out by clicking on the Application Menu button at the lower left of the IDashboards application and selecting the Log Out option This will log the user off without a
85. ch axis label choose if you would like to pivot on that axis and choose to either hide or display the axis in the chart Once the options have been set click the Continue button This opens the View Edit Chart Data window See Figure 5 4 Note See Chapter 13 Advanced Chart Features for a more in depth explanation of Pivots and the Hide functionality 22 Chapter 5 Creating Charts Manual Data Input Figure 5 4 The View Edit Chart Data window allows for editing of the data before it is displayed in the chart Input the data values by completing each of the data fields in each data row Add additional rows for data entry by clicking the Insert Row button This will prompt to inserta row above or below the current row Delete a row by placing the mouse cursor in the row and clicking the Delete Row button Click the Continue button to choose the chart type Choosing the chart type is covered in Section 5 3 Selecting Chart Type Note iDashboards will allow for blank data fields When the chart is displayed it will display the chart properly leaving blank areas corresponding to the blank data fields IDashboards User s Manual 23 5 2 2 Import Data from Excel Selecting the Import Data from Excel dropdown option will display a number of options related to using an Excel spreadsheet as a data source See Figure 5 5 Importing Excel data using this method will import the data as static data into t
86. d Decimal Separator fields or leaving the fields blank to discard the separator You can set the Decimal Places and have the option of rounding either up or down or not rounding at all Charts can be configured to display the Negative Indicator as either or Adding a symbol to the Unit Symbol field will display the symbol in the chart s mouse over pop up bubble and depending on the chart type in the chart data Figure 8 22 shows a Metrics Scorecard chart with Unit Symbols for each of the three axes two dollar signs and a percentage sign Notice that some of the symbols are placed before the values and some after based on the chart option you set Calculated Regional Sales London TAARIA NET Sales a E sales US 5 365 M commission CAN S04 75 W bet Sales 5 365 London UK US 5 165 MA cansaoa 75 5 365 E E Figure 8 22 IDashboards User s Manual 109 8 3 Unit Labels Unit Labels are available for all charts regardless of the chart type These settings allow you to add additional text to a chart s legend Leaving the Unit Labels blank will force the legend to only show its Y axis labels Adding text to the Unit Labels will append that text to the end of Its Y axis labels see Figure 8 23 and Figure 8 24 in CANS Attained Figure 8 23 MM Sales in US E Commission in CANE E Goal Attained J Figure 8 24
87. d color and chart display colors see Figure 9 1 You may change colors by clicking on the corresponding color swatches from the color palette and selecting a Specific color You may also create a custom color using color sliders or by entering a Specific RGB HSV or hexadecimal color code See Figure 9 2 Background Color Background Transparency Default Text Color Note Background Color Legend Background Color Legend Text Color Axis Colors Figure 9 1 114 Chapter 9 Chart Properties Colors PEE Previoushy selected colors Hex FFFFFF Figure 9 2 Note Previously selected colors are available on a per session basis Once the user logs off Previously selected colors are cleared 9 1 1 Color Swatch iIDashboards offers a variety of pre selected colors that appear in multiple palettes Selecting different palette options will allow the dashboard developer to select over 800 pre defined colors Basic Colors 16 Basic Color with Names X11 Color Palette Websate Palette Named Colors aS ae a E selected colors IDashboards User s Manual 115 9 2 Basic Colors The Basic Colors icon provides the option to change the color of a select number of features These features are avallable in all charts regardless of their type The features are as follows AAA A Background Color The chart s background White FFFFFF Background Transparenc
88. d other data points in those charts are faded out This is intended behavior of iDashboards This feature is designed to strongly draw attention to the value you are hovering over You have the ability to turn this functionality off by un checking the Synchronize highlighting option Note the behavior of the same dashboard with Synchronize highlighting checked See Figure 15 8 and unchecked see Figure 15 9 Note The default setting is to have the Synchronize highlighting option checked when a user creates a new dashboard S 12 11 2005 M Tonz 12 11 2005 Product Production Daily Amount Produced Product Production Daily Amount Produced IDashboards User s Manual 201 Personal Plant Production Tons Percent Product Production MA o 200 200 400 al B 400 600 E 600 and above Daily Amount Shipped 12 11 2005 Figure 15 8 Personal Plant Production 11 x Tons Percent Product Production E o 200 E 200 400 E 400 600 E 600 and above Daily Amount Shipped amp amp 12 11 2005 Figure 15 9 202 Chapter 15 Dashboard Properties Synchronized highlighting works in conjunction with the Match Types features of a chart Match Types help manage the underlying matching rules that in turn control the visual display of related data points within the same chart and across different charts This technology called Interactive Intelligence is built
89. dashboard Is to click on the Application Menu button located at the bottom left of the iDashboards framework see Figure 3 2 and select the Open Dashboard option This action will open a window where you can select a Category and dashboard to open see Figure 3 3 Selecting a dashboard within this list will open the dashboard in the dashboard viewing area You may also search for a dashboard by typing in the Search for Dashboard text box Also notice in the lower right corner of the Open Dashboard window the shaded triangle which will allow you to resize the window itself Click anywhere within the triangle and drag your mouse to resize this window Chapter 3 Opening Dashboards New Dashboard Open Dashboard Save Dashboard Save Dashboard As Dashboard Properties Define Dashboard Parameters Enter Dashboard Parameters Edit Dashboard Layout Favorite Dashboard Print Dashboard Delete Charts User Settings Log Out Figure 3 2 Figure 3 3 IDashboards User s Manual 11 4 Creating Dashboards To create a new dashboard click on the Application Menu button at the bottom left of your screen and click the New Dashboard option You can also create a new dashboard via the right click menu 4 1 Choosing the Dashboard Layout Choose the layout of the dashboard you would like to create by highlighting one of the available layouts and clicking the Create button see Fig
90. dashboard has been created a user can edit the number of frames within that dashboard To do so click the Application Menu in the lower left of the screen and choose Edit Dashboard Layout A window will pop up displaying the Dashboard Layout Editor See Figure 4 9 IDashboards User s Manual 17 Dashboard 2 Figure 4 9 Highlight the frame that you would like to modify This will enable some of the buttons at the bottom of the editor The option to split the frame horizontally or vertically will always be available when a frame Is highlighted while various merge buttons will become available as appropriate Not all buttons will be enabled when a frame Is highlighted Following is a description of the Dashboard Layout Editor buttons S plit Horizontal This option will place a horizontal right to left divider through the center of the frame Split Vertical This option will place a vertical top to bottom divider through the center of the frame Merge Left This option will merge the current frame with the frame to its immediate left Merge Right This option will merge the current frame with the frame to its immediate right Merge Up This option will merge the current frame with the frame immediately above it Merge Down This option will merge the current frame with the frame immediately below it 18 Chapter 4 Creating Dashboards 4 5 3 Frame Tags Frame Tags are used to give logical names to frames within da
91. e This is an easy to use panel with options on setting the font font size font color and background color of the frame This panel cannot do bold or italicized text nor have any other item such as a graphics A number of options can configure the Text Panel see Figure 12 2 as described below Background Color Tavt Panal Background Transparency Text Color Text Size Text Text Alignment Top Margin pixel Left Margin pixels Right Margin pixel Figure 12 2 12 2 1 Background Text Color The panel background and default text color can be controlled with the use of the color pallet window See Chapter 9 Chart Properties Colors for more information about colors 12 2 2 Background Transparency The panel background can be set to fully transparent 100 or not transparent at all 0 12 2 3 Text Upon clicking the Text Edit option a small window titled Edit Plain Text opens In this window enter text to be displayed see Figure 12 3 IDashboards User s Manual 141 Edit Plain Text Figure 12 3 12 2 4 Margins Text Margins allow for padding of whitespace in the regions above below to the right and to the left of the text See Section 8 1 6 Graph Margins for more information about margins 142 Chapter 12 Dashboard Panels 12 2 5 Example Figure 12 4 12 3 Dashboards Parameters Panel The Dashboards Parameters panel can be used to display pre configured Dashboard Input Paramete
92. e Figure 7 49 Metrics Bar Chart North South East West Figure 7 49 24 924 924 Jun 924 4 4 934 Jul 4 954 934 954 Aug 864 894 9 4 944 Sep 894 IDashboards User s Manual Metrics Scorecard Displays all the values of X and Y variables in a multi row multi column Tabular format with colored pixels showing relative performance of one or more metrics against corresponding performance benchmarks see Figure 7 50 Metrics Scorecard Jan a7 Mo Bo M 96 Al Feb ad Bo Bo Bow E Mar Chad Bor os Mar Apr 06 E 2i Moo M92 EN May ga M92 E pa M92 E Jun ga M so y Wag E Jul g0 Wo M es Mos E Aug AG Mas 97 E 94 E E Sep ag M so E ya M ss Summary E Figure 7 50 Horizontal Metrics Ticker Displays metrics data scrolling from right to left as a ticker with option to display colored up or down arrows for positive and negative values respectively see Figure 7 51 Horizontal Metrics Ticker Figure 7 51 Vertical Metrics Ticker Displays metrics data scrolling from bottom to top as a ticker with option to display colored up or down arrows for positive and negative values respectively Ticker data is refreshed automatically per configurable frequency see Figure 7 52 Yertical Metrics Ticker Jan E7 94 92 86 Feb 89 92 92 92 Mar 94 97 96 87 Apr 96 94 99 92 May 92 92 92 92 Jun 92 90 91 93 Jul 90 95 93 95 Aug 86 89 97 94 Sep 89 90 92 88 Figure 7 52 69 70 Chapter 7 Chart Properties Chart Types e Stoplig
93. e vertical placement of the parameters in the top middle or bottom of the frame 12 3 5 Horizontal Alignment Horizontal Alignment allows for the placement of the parameters within the frame This alignment allows for the placement of the horizontal parameters in the left center or right of the frame 12 3 6 Example Figure 12 8 shows an example of a parameter panel with a light grey background horizontal direction top vertical alignment and left horizontal alignment IDashboards User s Manual 145 Month Select Daw Year Select Figure 12 8 Should any of the Dashboard Input Parameters not have the Refresh on Change checkbox option chosen then you will see an Update button in the frame For more information on the Refresh on Change option see Chapter 14 Input Parameters 12 4 Video Panel Note The Video Panel feature is not part of the base IDashboards application It can be optionally purchased and turned on via a new license file that will enable the functionality The optional Video Panel can be used to display video messages to users The video needs to be recorded as a streaming Flash format video flv extension A number of options can configure the Video panel see Figure 12 9 as described below Note Not all Flash movies will work as expected when displayed in a dashboard frame The only way to determine if a Flash movie will display properly in a dashboard frame is to testit
94. eate charts based on live data sources and can edit data related settings of existing charts Admin Users assigned this role have all the permissions of the Analyst role and are the only users that can log into the Administrator Application and perform administrative functions 1 1 System requirements for accessing iDashboards e Internet connection e Browser with Adobe Flash plug in Version 9 or higher 1 2 Log in Screen Access to IDashboards requires a username and password Users will be prompted with the iIDashboards login prompt when they open the application A user may change her his password after logging in but not the username 1 3 iDashboards Framework After a successful log in the iIDashboards framework loads into the web browser The figure below illustrates the key elements of the iDashboards framework See Figure 1 1 2 Chapter 1 Introduction Enter Dashboard Parameters Define Dashboard Parameters Dashboard Properties Edit Dashboard Layout New Chart New Dashboard Open Chart a ed Save Chart Save Dashboard As Save Chart As Print Dashboard Close Chart Close Dashboard Chart Data Settings Global Settings About Adobe Flash Player 10 Chart Properties Export Chart Data Maxirnize Chart Load External Image Add Edit Panel 2 AEE s Right Click e Dashbosr Menu on a Settings dashboard Global Settings About Adobe Flash Player 10
95. ect Clicking the Import Data button opens a window called Chart Data Source that displays all the available data sources for which you have permission to use see Figure 6 2 Data Sources are configured in the iDashboards Administrator Application by an iDashboards Administrator Figure 6 2 IDashboards User s Manual 33 Select the data source you would like to use and click Continue You are then presented with a list of database schemas within that data source see Figure 6 3 Each schema may be expanded to view all of its tables views and stored procedures Excel data sources will show a blank schema and when expanded will show all its named ranges Data Source IDB System Database 5 IDASHBOARDS E AMOUNTSOLDTYPENAMESIZE E ANNUALTRENDDATA E BILLINGANNUALDATA E BILLINGAR E BILLINGCASHFLOW E BILLINGPHYSICIANPERFORMANCE E BILLINGREFERRALTRACKING E CALL_CENTER_DATA E CANCELS Figure 6 3 Select the table view or stored procedure you would like to use and click Continue 34 Chapter 6 Creating Charts Dynamic Data 6 3 Selecting the Data Columns The next window called Chart Data Columns allows you to associate the chart labels you entered in Section 6 1 with the data columns from the table view or stored procedure you selected in Section 6 2 see Figure 6 4 Source GLOBALSALESBYCITY _ YUE Parameters FHiter Data Type Function Pivot Hide x City C
96. efresh Interval Minutes is setto O zero The Refresh Interval Minutes can be any value from 1 to 9999 and must be a whole number After applying the refresh interval a message will appear notifying you to save the chart The chart must be saved for this setting to take effect Figure 8 17 8 1 13 Chart Pivots The available Pivot options will only show up in Chart Features if the chart you are working on contains one or more pivots see Figure 8 18 Detailed information about configuring these options can be found in Chapter 13 Advanced Chart Features Show Pivot Selectors Last Pivot is Slider Pivot Location Pivot Alignment Pivot Sort Order Save Pivot Selections Opaque Pivot Bar Figure 8 18 106 Chapter 8 Chart Properties Chart Features 8 1 14 Maximum Number of Data Rows The purpose of the Maximum Number of Data Rows feature Is to limit the number of rows returned from a chart s data source see Figure 8 19 This will allow the user to create a chart that will display such things as the Top X or Bottom X rows of data from a data source For example a user may want to create a chart that only returns the Top 5 sales associates based on sales volume from a department of 100 sales associates In this case the user can set the Maximum Number of Data Rows setting to 5 resulting in a dataset consisting of only the first 5 rows from the data source To achieve the actual top 5 a
97. elected axes label value pairs are stored so that they may be used by subsequent drilldown targets Even if the drilldown target doesn t use one of the axes label value pairs they are still recognized and stored by the drilldown target Therefore when a new drilldown Is performed the new drilldown target can recognize and use the axes label value pair that was previously ignored For example assume the Regions chart has been configured to drill down into the Regional Sales chart If you click on the row for China in the Regions chart the X axis label Country and the X axis value China will be sent as drilldown parameters to the Regional Sales chart The Regional Sales chart will accept and store this information but it doesn t have any use for it in terms of displaying data Now let us assume the Regional Sales chart has been configured to drill down into the City Sales chart If you click on the row for Asia in the Regional Sales chart the X axis label Region and X axis value Asia will be sent as drilldown parameters to the City Sales chart but so will the Stored axis label Country and value China from the previous drilldown The City Sales chart can use each of these label value pairs when displaying data Regions Regional Sales Country Region Region sales China Asia Asia 27 121 France Europe HA Euope a A 29 149 India Asia Japan Asia Nort
98. ent row Delete a row by placing the mouse cursor in the row and clicking the Delete Row button Click the Continue button to choose the charttype Choosing the chart type is covered in Section 5 3 Selecting Chart Type 26 Chapter 5 Creating Charts Manual Data Input 5 2 3 Import Data from a Delimited File Note Atthis time the only supported delimited file type is a CSV file or Comma Separated Value file This file has a csv file extension Choosing the Import Data from a delimited file dropdown option will display options to choose a delimited file as the data source See Figure 5 8 This option will import the data as static data into the iDashboards application Note The imported data will only get saved in iDashboards when the chart is saved Source of chart data Figure 5 8 Check the box Data includes header row if the first row of the delimited data contains information regarding the column names Type the location and name of the delimited file in the Source of chart data field or use the Browse button to bring up a dialog box to locate the file Click the Continue button to bring up the Chart Data Columns window See Figure 5 9 IDashboards User s Manual 27 Figure 5 9 The Chart Data Columns window will map the logically named columns from Figure 5 1 to the columns in the delimited file Select the proper data type for each axis choose if you want to pivot on
99. entage User specified sort order will be ignored for this chart type as Pareto data items are arranged from largest to smallest The left side vertical axis will display the values of the individual entity The right side vertical axis will always be percentage from 0 to 100 see Figure 7 15 Pareto Column Jun 08 Jul 0B Feb oa Jan 08 Figure 7 15 e Column with Line Clustered column chart with last Y variable plotted as a line on a separate scale that is drawn on the right vertical axis see Figure 7 16 Column with Line Figure 7 16 52 Chapter 7 Chart Properties Chart Types e Sparkcolumn Variations of each Y variable are represented in individual column charts stacked into a simple and condensed chart see Figure 7 17 Sparkcolumn m eee ee ee Cabernet 14 500 m ee ee ees Chardonnay 31 150 ee ee ee es A Merlot 11 620 ee ee es E aigna 6 750 Zinfandel 7 100 Figure 7 17 7 3 Bubble Charts e Bubble Chart Each bubble is an intersection of two measures and a third measure determines the size of the bubble Each bubble is displayed as a 3D sphere However if the chart has only two measures 2 sets of Y variables then all the bubbles are identical in size The location of each bubble is determined by the intersection of the two measures see Figure 7 18 Bubble Chart 30 000 000 wn 25 000 000 Pa a o C gt o a ae 16 000 000 10 000 000 Consumer Loan 9 000 000 0 5 000
100. er Application screen with dashboards in the user s Personal category appearing first followed by the dashboards in other categories which are sorted alphabetically by category name and dashboard names However only the dashboard names are displayed and not the corresponding category names see Figure 1 14 Assets by Equity Day Production Status rnventory Turnover anti Sales Projection Percent Orders Shipped Percent Year End coal Figure 1 14 IDashboards User s Manual 2 iDashboards Categories After a successful log in IDashboards displays several dropdowns on the header bar area Each dropdown is a Category Categories are grouped entities which can contain one or more dashboards Similar to how file folders organize documents within the Windows environment Categories help organize dashboards within the iIDashboards framework 2 1 Personal Category The first Category is always Personal As the name implies the Personal Category is a personalized category for each user account except for users with a User Role of Viewer and no other users can see its content As a user you can create and save dashboards and charts within your Personal Category For details on creating dashboards and charts refer to Chapter 4 Creating Dashboards Chapter 5 Creating Charts Manual Data Input and Chapter 6 Creating Charts Dynamic Data within this guide 2 2 Additional Categories Additional Ca
101. erver URL content gbr jpg To fit image in frame Center image B Stretch image Ei Background color Background Transparency h 100 gt Mouseover Text If you want to click on this image to open a new browser window specify a link URL and Link URL Window settings Figure 11 1 You now have the option of how you want to fit the image movie in the frame To center the image movie in the frame choose the Center image option Ifthe image movie size Is larger than the frame iDashboards will resize the image move to fit the frame Ifthe image movie is smaller than the frame iDashboards will leave the image movie size alone To stretch the image movie in the frame choose the Stretch image option This option will resize the image move as necessary to fit a smaller frame and will make the image move as large as possible in larger frames sometimes distorting the image movie The Maintain aspect ratio option is only available when the Stretch image radio button is selected This option will maintain the height to width ratio of the image move no matter the size of the frame You also have an option of choosing the background color of the frame Saving the dashboard at this point will save the image movie in the dashboard frame Should an image movie get removed from the iDashboards installation or become unreachable the following image will appear in the frame E Figure 11 2
102. es and other external graphics to a dashboard Note Not all Flash movies will work as expected when displayed in a dashboard frame The only way to determine if a Flash movie will display properly in a dashboard frame is to test it Ifa Flash movie does not display properly in a dashboard frame iDashboards Support cannot provide assistance in making it display properly This section deals only with adding images movies to a dashboard after the image movie files have been uploaded to iDashboards See the iDashboards Administrator s Manual for more information on uploading files 11 1 Loading an External Image Movie to a Frame In order to add an image or Flash movie to a frame the image or movie file must first be uploaded to iDashboards To add an image or Flash movie to a frame right click on that frame and choose Load External Image Alternatively choose Load External Image from the Chart Menu Supported file types are of the swf png jpeg and gif formats This menu option will bring up the Load Image from URL window see Figure 11 1 Use the Files on server dropdown to choose a file that has been uploaded to iDashboards This will automatically fill in the URL textbox 136 Chapter 11 Adding an Image or a Flash Movie to Dashboards Select a file or enter the URL of the image to appear in this frame Dashboards supports Flash files SWF as well as images in the PNG JPEG and GIF formats Files an s
103. etermine the location of the file Click the Continue button to bring up the Chart Data Columns window See Figure 5 6 24 Chapter 5 Creating Charts Manual Data Input Figure 5 6 The Chart Data Columns window will allow the user to map the logically named columns from Figure 5 1 to the columns in the Excel spreadsheet Select the proper data type for each axis choose if you want to pivot on that axis and choose to hide or display the axis in the chart Click the Continue button to bring up the View E dit Chart Data window See Figure 5 7 The Automap button will automatically map the logically named columns to the columns in the Excel spreadsheet using one of three methods 1 Exact Match Case insensitive exact name match 2 Position Corresponding column in the imported data 3 Best Match Computes the best match for the columns Note These methods can be useful but may not always be accurate Please validate the mappings should you select the Automap feature Note See Chapter 13 Advanced Chart Features for a more in depth explanation of P ivots and the Hide functionality IDashboards User s Manual 25 Figure 5 7 The View Edit Data window allows for editing of the data before it is displayed in the chart Make adjustments to the data by clicking in the cell Add additional rows for data entry by clicking the Insert Row button This will prompt to inserta row above or below the curr
104. ether or not to show the ee at the top of the window File Edit yes or Whether or not to copy the old ae window s history list to the new copyhistory an o a Sets the position of the window in pixels from the left of the screen in jek Netscape 4 ea Sets the position of the window in pixels from the top of the screen in cc E Netscape 4 pixels p AS loft Sets the position of the window in pixels from the left of the screen in IE 4 Sell died Sets the position of the window in pixels from the top of the screen in IE 4 sek Table 11 1 screenX 138 Chapter 11 Adding an Image or a Flash Movie to Dashboards An example ofa Windows Settings option is as follows width 1000 height 600 resizable yes left 0 top 0 status yes toolbar no menubar no The Target Window allows for an identification of the launched browser window so that the Same browser window will be used every time an image is linked In order for this to work enter a word or set of characters in the field Every time the image Is clicked the URL will be launched in the same browser not multiple browsers Any word or set of characters can be used in the Target Window field however spaces are not allowed 11 3 Clearing the Image Movie To remove an image movie from a frame open the Chart Menu and select Clear Frame from the options Alternatively you can right click in the frame and choose the Clear Frame option from the right cl
105. expanding to the Replace blank with value Dashboards takes care of adding the single quotes if needed 196 Chapter 14 Input Parameters This page intentionally left blank IDashboards User s Manual 197 15 Dashboard Properties To change the display settings of an open dashboard select the Dashboard Properties option from the Application Menu at the bottom left of your screen This opens the Dashboard Properties window see Figure 15 1 Afterthe dashboard properties have been adjusted you will need to save the dashboard in order to make the changes permanent Dashboard ID 47 Show frame borders C Background Color Background Image Ft Background Image to Frame Show chart menu buttons Synchronize highlighting Synchronize pivots Hide Category in Title Auto refresh O iz a z i Figure 15 1 15 1 Changing Dashboard Category A user can move an existing dashboard to another category by selecting the destination category in the Category dropdown box The dropdown will contain all categories to which the user has Save and View permissions however the user will only be able to save into the category with Save permissions Note The Dashboard ID will not change If you perform a Save Dashboard As on the dashboard then a new dashboard will be created with a new Dashboard ID 15 2 Show Frame Borders Frame borders are the dividers between each frame that are created with
106. f menus a User Role of Viewer might see are as follows Figure 1 6 shows a menu by right clicking on a dashboard title bar Figure 1 7 shows a menu by right clicking on a Chart Figure 1 8 shows the Application Menu Figure 1 9 shows a Chart Menu Note Many times throughout this manual you are asked to right click and choose an option from the resulting menu You are not instructed where to right click hence you may pull up a context sensitive menu that doesn t have the option you are looking for If this is the case right click elsewhere on the screen to open the desired menu Enter Dashboard Parameters Define Dashboard Parameters Dashboard Properties Edit Dashboard Layout New Dashboard Save Dashboard Save Dashboard As Print Dashboard Close Dashboard Settings Global Settings About Adobe Flash Player 10 Figure 1 2 New Chart Open Chart Save Chart Save Chart s n Close Chart Chart Data Chart Properties Maximize Chart Load External Image Add Edit Panel Preot Location Figure 1 5 Enter Dashboard Pararneters Print Dashboard Close Dashboard About Adobe Flash Player 10 Figure 1 6 Maximize Chart Figure 1 9 iDashboards User s Manual New Chart Open Chart Save Chart Save Chart As Close Chart Chart Data Chart Properties Export Chart Data Maximize Chart Load External Image Add Edit Panel
107. from TheDateAndTime where EA PEA EA ts 120 ts 120 ts 120 ts 120 the current date and time as of 120 minutes ago ts 2008 05 09 10 36 09 166 Chapter 13 Advanced Chart Features Example 3 The First Day of the Month Onward using the currmonth begin macro Today 5 09 2008 12 43 39 TheDate is of type Date TheDate 3 5 4 28 08 9 00 4 29 08 9 00 4 2 E a aos 9 00 2 5 2108 9 00 6 31 08 9 00 4 5 a 08 9 00 5 577108 9 00 e D E E A sE E E E ES E SQL Server Oracle Use records from TheDate vhere Use records from TheDate where Use records from TheDate where CI E to_date currmonth begin YYYY MM DD DATEVALUE S currmonth begin currmonth begin HH24 Mi SS currmonth begin the first day of the current month 2008 05 01 Example 4 Rolling 5 Days using the currdate macro Today 5 09 2008 12 43 39 TheDate is of type Date 4 28 08 9 00 3 4 29 08 9 00 4 4 30 08 9 00 O2 5 1 08 9 00 AT 5 2 08 9 00 EE 5 3 08 9 00 4 E O3 E za La 3 2 5 4 08 9 00 5 3 7 2 5 5 08 9 00 5 6 08 9 00 5 7 08 9 00 5 8 08 9 00 5 9 08 9 00 gt A oh e S A A E sE se sE sE SQL Server Oracle Use records from TheDateAndTime where Use records from TheDateAndTime where Use records from TheDateAndTime where EA RR EA E DATEVALUE S currdate 5 currdate 5 to_date currdate 5 YYYY M
108. gure 14 38 You can control whether the Input Parameter prompt is shown hidden or minimized You can also control the location of the prompt left right top bottom or floating If you select floating the prompt will act as a floating window that you can move around the dashboard The Parameter Legend displays the Input Parameter values the chart is currently using You can control the visibility of the legend as well as its text color background color and transparency 14 10 Rules for Prompting A user will be prompted to enter Input Parameter values when a dashboard and its charts are first loaded and one or more of the following conditions exist This holds true for Dashboard Input Parameters and Chart Input Parameters 1 An Input Parameter is marked as required does not have an initial value and does not receive a value via a Drilldown Filter or Source Parameter 2 The option Always prompt for parameters on chart load has been checked on the Input Parameter configuration screen See Figure 14 1 Chart built on Data Source Columns Figure 14 2 Chart built on Custom Queries and Figure 14 3 Dashboard 14 11 Blank Parameter Values A blank parameter value refers to a parameter value that has been provided but is blank For example a user is prompted for an Input Parameter value but they leave the value blank and submit anyway Therefore a blank value is submitted and recognized by iIDashboards iDashboards will then
109. gure 6 13 6 7 1 Using a Macro as an Argument There are a number of macros that can be used as input arguments for a stored procedure user value lt Axis Name gt or any of the date macros or their derivations listed in Table 6 1 Itis assumed the stored procedure was written to expect the macro data type ds currmonth MM currmonth begin 3 MMMM dd yyyy ts currmonth MMM curryear currdate currmonth MMMM curryear 3 currdate 30 currmonth 2 MMMM curryear 2 currdate 30 currmonth 2 MMMM d yyyy curryear 2 dd MMM yy currdate 90 MMMM dd yyyy currmonth begin curryear begin currmonth currmonth end curryear end currmonth 3 currmonth end 2 curryear begin 1 dd MMM yy currmonth 5 currmonth begin 3 MMMM d yyyy Table 6 1 42 Chapter 6 Creating Charts Dynamic Data The user macro simply returns the username of the currently logged in user Therefore when a chart that uses this macro as an input argument is opened the username of the current user is sent to the stored procedure as an input argument The value lt Axis Name gt macro must be used in a chart that acts as a target chart for a drilldown see Chapter 10 Chart Properties Drilldowns When a chart that uses this macro is opened it will evaluate any drilldown parameters being sent to itfor a parameter called lt Axis Name gt If
110. h Amenta 15 574 Sweden Europe summary LIK Europe USA North America Summary City Sales Sales COUNTY DE o a rr China Asia a Lal China IDashboards User s Manual 129 10 2 Drilldown to Dashboard To drill down to a dashboard open the Chart Properties window and click the Drilldown tab Select the Drilldown to Dashboard icon see Figure 10 8 Derilldown H Always send value for clicked on axis Figure 10 8 Click on the Select button to open the Select Dashboard window that will show a list of all Categories you have access to In this window select the Category and highlight the specific Dashboard that you want to be linked as the target dashboard When the source chart Is clicked the target dashboard will pop up and get displayed over the dashboard that contains the source chart you clicked on To save this drilldown link save the chart The recommended approach to creating effective drilldowns to dashboards is to have the target dashboard with charts having Pivots with Pivot labels identical to the X label of the drill origination chart iDashboards will automatically filter the Pivot columns in each chart of the target dashboard This way the entire target dashboard delivers filtered values within its contained charts If a chart within the target dashboard does not have Pivot s or a matching label as the drill origination chart that chart will display in the dashboard with unfiltered data The a
111. he Dashboards application Note The imported data will only get saved in iDashboards when the chart is saved Upload Chart Data x Data includes header row Worksheet Name Named Range Source of chart data E rine Cs Figure 5 5 Check the box Data includes header row if the first row of the Excel data contains the name of each column When a header row is used the Excel column names are retained and stored along with the data in iDashboards Column names should be less than 30 characters long should begin with a letter and should only contain letters digits and spaces If the box is not checked the first row in the Excel data is imported as the first data row Type the name of the worksheet in the Worksheet Name field and or type the Excel Named Range in the Named Range field to identify the cells of data you would like to import It is not necessary to use either of these fields unless you have multiple data areas in the spreadsheet If you have a named range it is not necessary to type the worksheet names only the named range A named range is a block of cells that is assigned a name within the workbook When a connection to the workbook Is established each named range within the workbook can be used as a data source for an iDashboards chart Type the location and name of the Excel spreadsheet in the Source of chart data field or use the Browse button to bring up a dialog box to d
112. he operator you selected is in or not in please enter Figure 14 17 With the Input Parameter and Filter set up and saved every time a user enters an Input Parameter value into the chart the chart will take that value and pass it to the chart filter through the PARAM macro The value will then be used as a filter criterion when the chart queries its data source therefore only displaying data filtered for the Input P arameter value Since Input Parameters and Chart Filters are two distinct features of iDashboards there is no way to validate that an Input Parameter value entered by a user will be a valid filter for that chart Therefore it may be possible for a user to submit an Input Parameter value that will result in a chart with no data as shown in Figure 14 18 Safety Indent Region i FL The query for this chart returned no data g Toothbrush Figure 14 18 IDashboards User s Manual 183 It is very important to make sure that when a chart is first loaded ithas a parameter value for every Input Parameter it uses for filtering Otherwise the chart may return no data You can force an Input Parameter value in any of the following three ways 1 Create an initial value for the Input P arameter 2 Check the Required Flag for the Input Parameter 3 Check the Always prompt for parameters on dashboard load option on the Input Parameters tab 14 5 Displaying Input Parameters in Chart Titles Input Parameter
113. ht Similar to a traffic light this chart highlights one of three colored pixel in a spectrum of benchmark pixels arranged horizontally indicating performance of one or more metrics see Figure 7 53 Stoplight North don J re panas ave ser LoL fara Figure 7 53 e Vertical Stoplight Highlights a colored pixel in a spectrum of benchmark pixels indicating performance of one or more metrics see Figure 7 54 ertical Stoplight Mor EEE EJER Figure 7 54 Note Stoplight chart types have the option to display Y axes variables as odometer displays or to represent each Y axes variable in a separate stoplight IDashboards User s Manual 7 7 1 Stoplight Themes Both stoplights have Themes see Figure 7 55 Themes apply a number of graphic settings to change the look of a speedometer There are nine different stoplight themes Classic as Shown in Figure 7 53 and Figure 7 54 Default Modern Chrome Hot Rod Gadget Ranger Precision and Pointer see Figure 7 56 Stoplight ert Settings Stoplight Theme HotRod Humber of Stoplights PE Default Classic Humber of Displayed Stoplights a Modern Persistent Row values Chrome Body Settings Figure 7 55 ertical Stoplight Default ertical Stoplight Modern ertical Stoplight Chrome ertical Stoplight Hot Rod South East South East East West West Marth LA Ey a North North im
114. ick menu 11 4 Saving the Image Movie in the Frame Saving the image movie in the frame is accomplished by saving the dashboard Right click and choose the Save Dashboard option iIDashboards User s Manual 139 12 Dashboard Panels A Panel is a special kind of dashboard object that is not a chart type and does not need a Data Source to populate it There are a number of options to choose from when creating a panel as they can be comprised of text video or Dashboard Input Parameters Panels are not saved individually but are saved as a component of the Dashboard Therefore they cannot be opened in other frames and will need to be recreated if they are to be moved To create a panel in a frame of a dashboard right click in the frame and select the Add Edit Panel option Alternatively choose Add Edit Panel from the Chart Menu 12 1 Choosing the Panel Type Upon clicking the Add Edit Panel option a small window titled Configure Dashboards Panel opens Choose the type of panel you would like to create as shown in the Figure 12 1 Please select the type of panel from the list at the left that you wish to configure for this frame Figure 12 1 The options for the chosen Panel Type are presented in the Configure Dashboards Panel window as described in the following sections 140 Chapter 12 Dashboard Panels 12 2 Text Panel A Text Panel can be used to display one or more lines of text within a fram
115. ine Plots Y variables as 3D lines against the vertical axis see Figure 7 61 3D Trend Line Figure 7 61 e Area Plots Y variables as lines with shading of the area between the lines and the X axis See Figure 7 62 Jan 08 Feb 0g Mar s Apr 08 May oa Jun og Jul Figure 7 62 IDashboards User s Manual 75 e Smooth Area Plots Y variables as smooth lines with shading of the area between the lines and the x axis see Figure 7 63 Smooth Area Jan 08 Feb 08 Mar 02 Apr OS May 08 Jun 08 Jul Figure 7 63 e Stacked Area Plots Y variables as consecutive stack of lines with shading of the area between the lines and the X axis See Figure 7 64 Stacked Area Jan 08 Feb 08 Mar 02 Apr 08 May 08 Jun 08 Jul Figure 7 64 e Stacked Ratio Area Displays the relative contribution of each Y variable as a percentage of the total that is represented in a stacked area chart See Figure 7 65 Stacked Ratio Area Jan 018 Feb 08 Mar oe Apr OS May 08 Jun 08 Jul Figure 7 65 76 Chapter 7 Chart Properties Chart Types e 3D Area Plots Y variables as 3D lines with shading of the area between the lines and the x axis see Figure 7 66 30 Area Figure 7 66 e 3D Stacked Area Plots Y variables as consecutive stack of 3D lines with shading of the area between the lines and the x axis see Figure 7 67 3D Stacked Area Figure 7 67 IDashboards U
116. is specified in Chart Properties Features Date Formatting 8 5 Chart Specific Settings Every chart type in iDashboards has a collection of settings that are unique to that chat type This group of settings is displayed in the Chart Specific settings section of the Chart Properties window where Chart Specific is replaced with the chart type when viewed in the application All of these settings are either self explanatory or can be understood with a little experimentation For this reason and because the various Chart Specific settings sections can contain 100 s of settings when taking into account all of the chart types these settings are not documented in this manual 8 5 1 Expanding Collapsing Property Groups Some chart properties are grouped within the same area within the Chart Specific settings Some properties are distinct enough to have an expanding collapsing button for ease of use Users may need to expand a property grouping to see all settings IDashboards User s Manual 113 9 Chart Properties Colors Clicking on Chart Properties Colors from the Chart Menu opens the Chart Properties window with the option to choose various chart colors Alternatively right clicking on a chart and choosing Chart Properties from the menu and selecting the Colors tab will also bring up an option to choose chart colors This helps you change background color text color Note backgroun
117. itfinds a parameter called lt Axis Name gt the macro will return the value of the lt Axis Name gt parameter Note See the segment entitled A Note on Drilldown Parameters in section 10 3 for detailed information on passing parameters during drilldowns iIDashboards provides a web page that allows you to test the output of various macros you wish to use The page Is located at http www yourwebserver com idashboards macrotest jsp Simply enter the macro you wish to use along with any special date formatting and click Expand Macro see Figure 6 14 and Figure 6 15 Macros have the form S keyword shifter format setting value Use this form to test Dashboards macros Use this form to test Dashboards macros Enter text containing one or more macros Enter text containing one or more macros S currmonth begin 3 MMMM dd yyy y Sids 90 Expand Macro Macro value December 01 2010 Macro value d 2010 06 29 Figure 6 14 Figure 6 15 For example let s take the case of a chart Source chart that drills down to another chart target chart that uses a stored procedure as a Data Source The source chart has an X axis of State see Figure 6 16 When a state value is clicked such as TX State will be sent to the target chart as the parameter name and TX will be sent to the destination chart as the parameter value The target chart will accept the drilldown parameter and if the in
118. l Table of Contents 1 INTRODUCTION io 1 1 1 SYSTEM REQUIREMENTS FOR ACCESSING IDASHBOARDS ucsccecaccecaccucaecucuceuceaueecaueueaeeeeaeaeuaeaneanans 1 1 2 GIN CR EEN titi eiii tots 1 1 3 IDASHBOAR DS PRAMEW OR Kinito esca dll ea ed diia delle asilo 1 1 3 1 A A pr e O III 2 1 4 tan A UN OSCE OO 4 1 5 FV NT Ze a A O ES OO 5 1 6 DASHBOARD LIST DISPLAYS TY UEnavanira racimo oa 6 2 IDASHBOARDS CATEGORIES ici 7 2 1 PERS ON AEC BT EG ORY eros E usincuenodisetnsiianesinad uses 7 2 2 ADDIMONALEATEGORIE Suar oda aio o tol 7 3 OPENING DASHBOARDS a a 9 4 CREATING DASHBOARDS conan aria 11 4 1 CHOOSING THE DASHBOARD LA YOU Tr 11 4 2 RETRIEVING CHARTS WITHIN A BLANK DASHBOARD csccsceccecececaecccececavaveueueaeaeaueuseeavataueeuenaeaengs 12 4 3 SAVING THE DASHBOARD curn E nye ee 13 4 4 SAVING A FAVORITE DASHBOARD cia 15 4 5 EDITING DASHBOARD LAYOUT senerare hase nina AET 16 4 5 1 E ding Frame Size a ado Name dodo EINDE 16 4 5 2 Editing Dashboard Layout Number Of FTaMesS cccooccccccnnccnnnnnncncnnnnonononacnononarononnoaononos 16 4 5 3 Ham Rad noo oda tren ttn rrr etre ttre tern 18 5 CREATING CHARTS MANUAL DATA INPUT uwusssscsccccscccscuccccececucuecececueueneceeeueueeeeeeeeuenecesesueaeas 19 5 1 CREATING X AND Y LABELS a a eat Greco 19 5 2 ENTERINO THE DIR A EA E EA 20 5 2 1 Mantally define Chart 0 rar 21 52 2 MOO Dala Ti ONT Te CS ei cease tacts trocha 23 5 2 3 Import Data rom a Delimited File vacoiosnias isc a dt 26 5 3 SFLECTIN
119. lic in the soeedometer chart the data represented by the Public Y axis label of the line chart is highlighted e Y Value Matching highlights all data points in all charts that have the same value for the Y axis dependent variable as the data point you are hovering over see Figure 15 13 Month ra BE summary Figure 15 11 month SMFS A IF Ea ua a 3 z J TE E S 5 Month 2005 01 ENE 2005 02 Pont 0 a O hi Pi 2005 05 2005 06 2005 07 2005 08 2005 09 2005 10 2005 11 hi RI MI MI M Ro a a ha Wo A LS ES 2005 12 A 2006 01 O En 2006 02 2006 02 2006 03 2006 03 2006 04 2006 04 2006 05 Figure 15 13 204 Chapter 15 Dashboard Properties 15 8 Synchronize Pivots Synchronize pivots forces the dashboard to automatically synchronize related pivots in all charts that exist in that dashboard For synchronization to work the pivots must have the same Y axis label name They do not have to have identical data in that Y axis but the pivots will not synchronize on a data point if both pivots don t have that data For example if two charts have a pivot named Shipped Date and the Synchronize pivots option is checked they will be synchronized Ifa user changes the pivot value in one of the charts the pivot value in the other chart will automatically change to the same value and both charts will be refreshed to show data relating to that pivot value see Figure 15 14 If the
120. lows the user to drill back up the drilldown path Order Details for Chardonnay Reserver 1 5 liter YTD Order Number Order Date Amount Involce sales Hep ps2003587 eros ssoo 70764 Bill Jones 5 PS1 E OT 52404 Bill Jones PS1696631 S artes seor 58648 sn Biggs PS1668100 w708 292 71193 PS2745716 e re 71686 ps2808172 11 19 08 Figure 10 6 Bill Jones Sales for Chardonnay Reserve 1 5 liter VID Order Number Order Date Amount Involce Sales Rep Psiogas87_ 2208 60 55822 Bill Jones Total 14 2 165 Figure 10 7 128 Chapter 10 Chart Properties Drilldowns A Note on Drilldown Parameters When clicking on a chart to perform a drilldown certain information is passed to the drilldown target This information includes the axis label and clicked on axis value for the axes that were selected to be send down during drilldown If the drilldown target is a chart the chart can use the axes values passed to it to auto select its pivots or to populate a macro in the chart title If the drilldown target is a URL the axes label value pairs can be included in the URL so that the destination web page can use them If you are performing drilldowns that cascade down through multiple charts it is important to note that the information passed during each drilldown is stored and maintained throughout all the drilldowns Every time a chart is clicked on to perform a drilldown the s
121. meter called Region and the Chart Filter called Plant are ignored by the target chart Therefore the user is prompted to enter a value for Region and Plant as seen in Figure 14 34 Safety Incidents by Day amp Shift The chart Safety Incidents by Day amp Shift requires parameter values The required parameters are identified with an asterisk Region Plant Figure 14 34 14 9 Prompting the User for Input Parameter Values Input Parameter values are entered through Input Parameter prompts Prompts work the same for dashboards and charts but the circumstances in which they are presented to the user differ 14 9 1 Dashboard Input Prompts When a dashboard is first opened the user may or may not be presented with a pop up prompt to enter Input Parameter values The appearance of a prompt depends on the situation as outlined in Section 14 10 Rules for Prompting If a promptis necessary it will look similar to Figure 14 35 Required parameters are identified with an asterisk This dashboard requires parameter values The required parameters are identified with an asterisk Region Plant Figure 14 35 IDashboards User s Manual 193 The user may also open the promptthemselves This is done by right clicking on the dashboard frame and selecting Enter Dashboard Parameters The prompt will look similar to Figure 14 36 Region Plant Figure 14 36 Fin
122. mi Milwaukee Minneapolis Nashville New Orleans New York City Newark Norfolk Norwalk Oklahoma City Omaha Pittsburgh Philadelphia Phoenix Portland Providence Richmond Raleigh Salt Lake City San Diego San Francisco San J ose Savannah Seattle Sioux Falls Spokane Suffolk Stamford St Louis Tampa and Washington DC e USA and Territories Map of the United States showing 50 states and four territories with option to display up to 81 cities IDashboards User s Manual 8 Chart Properties Chart Features Chart Properties determine the various display characteristics settings of the chart such as Chart type Chart colors Background Color and many other display options within the chart This feature allows you to change any of the chart settings Note If you dont have Save permission for a chart you may still change that chart s properties but cannot save those properties Those changes will be effective locally only for your dashboard display You may however save it as a different chart within a Category for which you have Save privilege such as your Personal category Clicking on Chart Properties Features from the Chart Menu opens the Chart Properties window with the option to set various chart features Alternatively right clicking and choosing Chart Properties from the menu and selecting the Features tab will also bring up the option to choose chart features A wide collection of chart
123. mometer Chari Chari i ES A h Es ba a Metrics Chari Pia Chart r y E F e de pa gt a F L i1 F EE pp An hee F Pyramid and Tabular Chat Calendar Chart Funnel Charts Me Each Y vanable is drawn as a colored horizontal bar m Figure 7 1 46 Chapter 7 Chart Properties Chart Types 7 1 Bar Charts e Clustered Bar Each Y variable is drawn as a colored horizontal bar Compares Y values across multiple Y variables See Figure 7 2 Clustered Bar 0 5 000 15 000 26 35 000 Figure 7 2 e Stacked Bar Each Y variable is drawn as a colored stack on a multicolor horizontal bar Compares the contribution of each Y variable to a total across multiple Y variables see Figure 7 3 Stacked Bar 2 10 000 30 000 50 000 70 000 Jan 08 Feb 08 Mar 08 Apr 08 May 08 Jun 08 Jul 08 Figure 7 3 IDashboards User s Manual 47 e Ratio Bar Displays the relative contribution of each Y variable as a percentage of the total that is represented in a stacked horizontal column see Figure 7 4 Ratio Bar O 20 40 SCR SOS 100 SSS E Figure 7 4 Note The Use Mixed Y Axis Ranges option Is available on the Clustered Bar Chart This option allows for the graph to plot the values in their proportions For example the values 100 200 and 300 would plot the same as 10 20 and 30 since they have the same proportions The Use Mixed Y Axis Ranges option
124. n a conflict exists Figure 14 22 IDashboards User s Manual 185 Write your SQL query for connection Sales Database SELECT FROM idb SAFETY_INCIDENTS_BY_ REGION PLANT WHERE Region param region and Plant 5Jparam plant Figure 14 23 14 7 Using Input Parameters in Stored Procedures Input Parameter values can be used as stored procedure values when a chart uses a stored procedure as its data source You do this by adding the PARAM macro as the stored procedure value when setting up the stored procedure arguments See Section 6 7 Stored Procedures as a Data Source for a description of using stored procedures as data sources For example if a chart has an Input Parameter as shown in Figure 14 24 and a stored procedure argument set up as shown in Figure 14 25 then the Input P arameter value submitted by the user would be used as the stored procedure argument Note Since an Input Parameter s Replace blank with value cannot be used as a stored procedure input this field is absent from the Parameter Definition window when creating Input Parameters for charts using a stored procedure as a data source See Section 14 11 for more information on the Replace blank with field 186 Chapter 14 Input Parameters Figure 14 24 Figure 14 25 IDashboards User s Manual 187 14 8 Passing Input Parameters through Drilldowns Input Parameters can be passed through a drilldown just as sta
125. n as either the first or last cell in the Calendar display Note The Monthly Calendar uses only the month and year portion of a base date For example the Monthly Calendar will interpret both 2009 12 01 and 2009 12 29 as a December 2009 base date 7 12 3 2 Calendar Drilldowns A Calendar chart can only be drilled into when there is data for the date clicked on Clicking on a populated date will trigger the drilldown by sending the x value date and time if a drilldown is configured on the chart See Chapter 10 Chart Properties Drilldowns for more information on drilldowns IDashboards User s Manual 95 7 13 Map Chart Types Maps are simply a type of chart within Dashboards For example if a chart has data for US states that data can be presented on a map of the USA To represent data in a map chart the X axis values must coincide with the map you are using Forthe USA example above these X axis values should be either the full state name or the standard two letter state abbreviation For a world map the X axis values should be the continent names Map charts work by changing the color of various regions states countries continents etc based on the values they are pulling from their data source and the predefined Color Ranges you configure See Figure 7 96 See Section 9 4 Range Sets for detailed information on how to set these color ranges Note For custom maps refer to the iDashboards Administrator s Manual
126. n the axis individually or a combination of the two Default ranges are automatically assigned by evaluating the highest value the chart returns and dividing it in to equal parts from zero to that value The number and color of divisions is customizable AI S Figure 9 4 Change the color of the range by clicking on the colored box in the Color column This will launch the color palette window If you want to delete a range click the red X next to the color The Low and High range will automatically adjust to pick the low value from the following range and apply it to the high value from the previous range The labels will automatically change if the Auto Label box is selected IDashboards User s Manual 117 5 Ranges for v Color Low Bound Range Label A O e Figure 9 5 You can add ranges by selecting the Range Color and its lower bound then clicking the Add button You can manually add the Range Label or choose Auto Label to have iIDashboards choose the label for you Range Labels will show up in the chart legend You Cannot have a range with the same lower bound or you will get an error If the Auto Label checkbox option is chosen and you try to change the label a message box will pop up informing you that the label will be ignored Selecting the Auto Ranges button will open an Auto Generate Ranges window see Figure 9 6 These settings allow you to set
127. nd charts Also notice in the lower right corner of the Open Chart window the shaded triangle which will allow you to resize the window itself Click anywhere within the triangle and drag your mouse to resize this window You may close a chart in any give frame by selecting Close Chart in the right click menu or Close Chart in the Chart Menu This only closes the chart it doesn t delete it IDashboards User s Manual 13 gt Annual Data Charges gt Annual Data Collections gt Annual Data RVUs A Bill Monthly Cash Flow Trend Ti Current Accounts Receivable Aging TA ED Admissions YOY Comparison im ED Admissions YOY Comparison Dyn dai ED Admissions Dyn E ED Admissions Percent of Total Figure 4 3 4 3 Saving the Dashboard To save your dashboard click the Application Menu button at the lower left of your screen and select the Save Dashboard As option Alternatively right click anywhere within the dashboard framework and select the Save Dashboard option Note The Save Dashboard option in the right click menu will act the same as Save Dashboard As when it is the first time the dashboard is being saved A Save Dashboard As window will popup This window will have a list of Categories to which you have Save permissions Select a Category to save your dashboard and give the dashboards a name see Figure 4 4 Optionally type a description of the dashboard The De
128. ndard Drilldown Filters can If you are unfamiliar with the iIDashboards drilldown functionality read Chapter 10 Chart Properties Drilldowns before reading this section The chart that is clicked on to initiate a drilldown is called the source chart and the chart that accepts the drilldown Is called the target chart In the case that a source chart drills down to a dashboard all charts within that dashboard act as target charts 14 8 1 Sending Input Parameters through a Drilldown The default behavior of a source chart is to pass its Input Parameters when a drilldown is initiated when itis clicked on You can disable this default behavior by un checking the Send Input Parameters to Target Chart checkbox on the chart s Drilldown property tab See Figure 14 26 Again similar to standard Drilldown Filters Input Parameters accumulate and are stored by iDashboards over multiple drilldown levels For more information on this functionality see A Note on Drilldown Parameters in Section 10 3 Target Chart Safety Incidents by Day amp Shift Category Personal cis Dy Send Input Parameters to Target Chart W Axis Values to Send to Target Chart H Y2 Shift 2 H Always send value for clicked on axis Figure 14 26 188 Chapter 14 Input Parameters 14 8 2 Getting Input Parameters through a Drilldown The target chart of a drilldown can accept any combination of the Drilldown Filters and Input Par
129. nel Charts Figure 6 5 With the chart created you may modify the chart type chart colors and other chart display options Details for making these changes are discussed in Chapter 8 Chart Properties Chart Features 36 Chapter 6 Creating Charts Dynamic Data 6 5 Saving Chart To save the chart you created click on the Save Chart As option within the Chart Menu of the chart s frame Alternatively select the Save Chart As option from the right click menu within the chart frame Clicking on the Save Chart As option opens a small window with the option to choose a Category to save to Only the Categories for which you have Save permission assigned by your IDashboards Administrator will be displayed see Figure 6 6 Within the name input box type the name of the chart as you want it to appear within the Category The name can be no longer than 50 characters and it is a required input Within the title input box type the title of the chart as you want it displayed on the chart itself The title can be no longer than 50 characters and it is optional to input Within the description input box type the description of the chart as you want it displayed within the chart itself The description is displayed when the mouse hovers over the title The description field has a limit of 300 characters and it is optional to input The default option in the Save Chart As window is Dynamic Data Load This implies
130. nel Charts Note Each height of an area represents the relative weight of each data point Pyramid Displays the relative contribution of each Y variable to the total that is represented in a 2 dimensional pyramid see Figure 7 77 Pyramid Mon Production Figure 7 77 Pyramid 3D Displays the relative contribution of each Y variable to the total that is represented in a 3 dimensional pyramid see Figure 7 78 Pyramid 3D Mon Production Figure 7 78 IDashboards User s Manual Cone Displays the relative contribution of each Y variable to the total that Is represented in a cone see Figure 7 79 Cone Producton Figure 7 79 Funnel Displays the relative contribution of each Y variable to the total that is represented in a 2 dimensional funnel see Figure 7 80 Funnel Mon Tue Wed Thu A Fi o sat Production Figure 7 80 83 84 Chapter 7 Chart Properties Chart Types Funnel 3D Displays the relative contribution of each Y variable to the total that is represented in a 3 dimensional funnel see Figure 7 81 Funnel 3D Production Figure 7 81 Funnel Cone Displays the relative contribution of each Y variable to the total that Is represented in an inverted cone see Figure 7 82 J Funnel Cone Mon Tue Wed Thu Fri Production Figure 7 82 IDashboards User s Manual 85 7 11 Tabular Charts e Tabular
131. olumns window For each of the available Functions Sum Avg Max Min and Count the function will be performed on the Y axis values which are grouped by each unique X axis value For example if you have a table with 1000 rows of data and a City X axis with only six unique cities the function will aggregate all of the rows of data for each city resulting in a tableset of only 6 rows Note Only the Count summary option can be applied to a Datetime or String column Consider the following dataset see Figure 13 10 It shows sales figures for various cities in various states 156 Chapter 13 Advanced Chart Features STATE CITY CITYSALES New Haven 3445454 9976433 2323232 2002029 3232333 8826236 1874646 3857576 2872657 7982364 6726354 454334 234234 764456 746456 656345 45673 1138565 2495768 IL 4186900 Joliet 2222500 Rockford 1923000 3098877 1450988 2783473 1873457 876234 483475 345877 329809 Minneapolis 1456967 MN 976543 MN 2587326 MN 1128765 NY Syracuse 132545 486272 3457546 Dallas 18023745 NY 1836456 CT CT CT CT CT CA CA CA CA CA CA CO CO CO CO CO CO IL IL IL IL IL MI MI MI M MI MI MN MN MN 14072623 4892376 2237565 Figure 13 10 IDashboards User s Manual 157 In the example displayed in Figure 13 11 the configuration would return chart data as a sum of CITYSALES grouped by STATE Figure 13 11 Figure 13 12 shows a Ta
132. on of the window in pixels from the top of the screen in IE 4 Table 10 2 An example of a Windows Settings option is as follows width 1000 height 600 resizable yes left 0 top 0 status yes toolbar no menubar no The Target Window allows for an identification of the launched browser window so that the Same browser window will be used every time a web page is linked In order for this to work enter a word or set of characters in the field Every time the chart is clicked the URL will be launched in the same browser not multiple browsers Any word or set of characters can be used in the Target Window field however spaces are not allowed If this field is left blank each click on the same drilldown chart will launch a new browser displaying the target URL IDashboards User s Manual 133 10 4 Changing Other Charts Pivots To change another chart s pivots open the Chart Properties window and click the Drilldown tab Select the Change Other Chart s Pivots icon see Figure 10 11 ee e PA This dril down option lets a user click on this chart and automatically change the selection will be based on the name and value for a specific axis selected from the table below or the clicked on axis if the checkbox below is selected LJ has For this option to be effective one or more charts in the same dashboard must axis or the clicked axis when the checkbox is checked It should also have pivot values
133. on the Clustered Bar Chart will work only if three conditions are met 1 The chart has more than one numeric Y value 2 The Use Mixed Y Axis Ranges option is checked 3 The Match Type option in the basic setting See Section 8 1 10 Match Type for more information is setto Y Axis Name 48 Chapter 7 Chart Properties Chart Types 7 2 Column Charts e Clustered Column Each Y variable is drawn as a colored Vertical bar Compares Y values across multiple Y variables see Figure 7 5 Clustered Column 40 000 25 000 30 000 25 000 0 000 15 000 10 000 5 000 Jan 08 Mar 08 May 08 Jul os Figure 7 5 e 3D Column Each Y variable is drawn as a colored 3D vertical column and arranged in a three dimensional formation note the dark tops to the columns indicate a negative value see Figure 7 6 e 3D Cylinder Each Y variable is drawn as a colored 3D vertical cylinder and arranged in a three dimensional formation see Figure 7 7 3D Column 3D Cylinder Figure 7 6 Figure 7 7 IDashboards User s Manual 49 e Stacked Column Each Y variable is drawn as a colored stack on a multicolor Vertical bar Compares the contribution of each Y variable to a total across multiple Y variables see Figure 7 8 e Stacked with Line Each Y variable is drawn as a colored stack on a multicolor vertical column with the last y variable s plotted as line s on a separate scale
134. orite Dashboard is a user level setting Each individual user within iDashboards can choose a favorite dashboard 16 Chapter 4 Creating Dashboards 4 5 Editing Dashboard Layout Y our ability to change an existing dashboard depends upon the access rights provided to your IDashboards account by the iDashboards Administrator Such access rights are provided atthe Category level and all dashboards and charts within any given Category inherit those access rights There are three types of access rights e Save e View only e No Access Therefore depending upon the access rights assigned to you you may or may not have the rights to make changes and save those changes to an existing dashboard However you can always make changes to an existing dashboard and save those changes as a different dashboard within your Personal Category or any other Category to which you may have Save permissions For a given dashboard you can change the dashboard s name description charts associated within each frame and fade effect You can also choose to show or hide Frame borders 4 5 1 Editing Frame Size and Shape After a dashboard has been created any user with a User Role of User or higher can drag the frame borders to create custom shapes and sizes for each frame in the dashboard Note that these borders may be turned off by un checking Show frame borders in the dashboard properties 4 5 2 Editing Dashboard Layout Number of Frames After a
135. ose of Dashboard Input Parameters is to pass their values down to the Chart Input Parameters of the charts within the dashboard To configure a Dashboard Input P arameter that will be passed to the charts within the dashboard the name and data type of the Dashboard Input Parameter must match the name and data type of a Chart Input Parameter All matching Input Parameters will be passed from the dashboard to its charts while non matching Input Parameters have no impact on the values of the Chart Input Parameters 14 2 2 Control Types The avallable Control Types depend on the Data Type selected If String is selected then the available Control Types are Text Box and Dropdown List If Number or Datetime are selected then the available Control Types are Text Box Dropdown List Slider and Spinner Additionally the combination Slider S pinner control is also available for the Number type 176 Chapter 14 Input Parameters 14 2 2 1 Text Box Used for data type String Number or Datetime a Text Box allows a user to key in a value see Figure 14 5 Mon Tue Wed Thu Fri Safety Incidents 7 Region South Sot 5 LEi E i Figure 14 5 The Parameter Value Definition window see Figure 14 6 accessed by clicking Define on the Parameter Definition window allows you to set a maximum length for the input text as well as to turn on Refresh On Change If Refresh on Change Is selected the Update button
136. pears only upon mouse over and serves as the handle to drag and position legend box 5 Ability to specify legend background color text color and the degree of transparency of the legend box from 0 to 100 iles g Sales El Commission Paid E Net Sales WO OO Ff Gr 2 i E ey 45 E TE amp p S SE y Like er lt Figure 8 7 Figure 8 8 There is a second legend that can be displayed or hidden on a chart This legend is called a ribbon legend and is controlled by the Show Ribbon Legend checkbox When turned on a ribbon legend is displayed at the top for the chart display area when a user places the cursor over an X axis value in the chart The ribbon legend will display the Y axis values pertaining to that X axis data points see Figure 8 9 Calculated Regional Sales Figure 8 9 102 Chapter 8 Chart Properties Chart Features 8 1 8 Mouse Over Value Display When a user places the mouse cursor over a chart most chart types will display a small pop up that contains the chart label s and their associated values for the X axis data point they are hovering over see Figure 8 10 This is default functionality by design However under certain circumstances such as too many data points on the chart or a pie chart where data is already visible on the slices a user may want to turn this pop up off The Show Mouse over Value checkbox of the Chart Features tab allows you to turn on off the mou
137. pie chart with gaps between the slices Displays the relative contribution of each Y variable to the total that is represented in a donut shaped pie see Figure 7 72 Pie Exploded 2D Donut y Finance Figure 7 72 80 Chapter 7 Chart Properties Chart Types e 3DPie A 3 dimensional pie chart that displays the relative contribution of each Y variable to the total that is represented in a circular pie see Figure 7 73 Pie 3D Pie May 34 Mar 40 Mar 44 Corporate Finance Figure 7 73 e Exploded 3D Pie A 3 dimensional pie with gaps between the slices Displays the relative contribution of each Y variable to the total that is represented in a circular pie see Figure 7 74 Pie 3D Exploded Corporate Finance IT Figure 7 74 IDashboards User s Manual 81 e 3D Donut A 3 dimensional donut shaped pie chart Displays the relative contribution of each Y variable to the total that is represented in a circular donut shaped pie see Figure 7 75 Pie 3D Donut Mar 40 Corporate Finance HE Figure 7 75 e Exploded 3D Donut A 3 dimensional donut shaped pie chart with gaps between the slices Displays the relative contribution of each Y variable to the total that is represented in a donut shaped pie see Figure 7 76 Pie Exploded 3D Donut Mar 40 Corporate Finance IT Figure 7 76 82 Chapter 7 Chart Properties Chart Types 7 10 Pyramid and Fun
138. put argument uses macro as shown in Figure 6 17 then TX will be sent into the stored procedure The stored procedure will then accept this argument perform any actions on it filtering in this example and return a recordset to the chart The chart will then render the data graphically see Figure 6 18 M sales 70 000 000 60 000 000 50 000 000 40 000 000 35 000 000 20 000 000 10 000 000 AK AR CA CT FL HI Source pkg sales_for_state 3 ID IDashboards User s Manual State Sales IN KY MA ME MN MS NC NE NJ NY OH OR Figure 6 16 Figure 6 17 R sp Pea vA wa wy 43 44 Chapter 6 Creating Charts Dynamic Data City Sales M sales 17 500 000 15 000 000 12 500 000 10 000 000 7 500 000 5 000 000 2 500 000 4 Austin Dallas Fort Worth Houston Plano San Antonia DE Figure 6 18 IDashboards User s Manual 45 7 Chart Properties Chart Types Clicking on Chart Properties Type from the Chart Menu opens the Chart Properties window Alternatively right clicking on a chart and choosing Chart Properties from the menu and selecting the Chart Type tab will also bring up an option to choose a chart type Chart types are organized into groups on the left and each chart group may have several chart types on the right see Figure 7 1 i i fen i i The s A E __ Column Chart Bubble Chart Clustered Bar Stacked Bar Ratio Bar hn a speedometer Ther
139. r For Number you do this by setting the Minimum Maximum and Increment values For Datetime you do this by setting the Beginning Date Ending Date and Day Increment If Refresh on Change is selected the Update button will be removed from the chart and the update action will trigger when the user moves and releases the slider Figure 14 10 Figure 14 11 IDashboards User s Manual 179 14 2 2 4 Spinner Used for data type Number or Datetime a Spinner allows a user to select from a set of predefined values by clicking up or down arrows see Figure 14 12 Tus Wed Safety Incidents oo8 6568 38 Figure 14 12 The Parameter Value Definition window see Figure 14 13 and Figure 14 14 accessed by clicking Define on the Parameter Definition window allows you to define the values that will be available in the Spinner For Number you do this by setting the Minimum Maximum and Increment values For Datetime you do this by setting the Beginning Date Ending Date and Day Increment If Refresh on Change is selected the Update button will be removed from the chart and the update action will trigger when the user clicks an arrow to increment or decrement the value Figure 14 13 Figure 14 14 180 Chapter 14 Input Parameters 14 2 2 5 Spinner Slider Used for data type Number a Spinner S lider combines the functionality of the Spinner and Slider see Figure 14 15 Mon Tue Wied Thu En
140. r Y axis label s for the dependent variables i e vertical axis in a line chart clicking the Add Label button after each Y axis is entered This will place the Y axis label s into the lower box You can add multiple Y axis labels one for each dependent variable Click the Enter Data button to proceed after adding all the Y labels you would like in the chart Axis Labels x Y axis label Ex Share Gross Revenue Figure 5 1 Note The Import Data button will only be visible for users with the Analyst or Admin roles 20 Chapter 5 Creating Charts Manual Data Input 5 2 Entering the Data After clicking the Enter Data button you will see the Upload Chart Data window with a dropdown list of options to manually add data see Figure 5 2 Choose one of the three options to manually define the chart data import the data from Excel or import the data from a delimited file Import data from Excel Import data from a delimited file Figure 5 2 IDashboards User s Manual 21 5 2 1 Manually define chart data Choose the Manually define chart data dropdown option and click the Continue button to bring up the Chart Data Columns window See Figure 5 3 This option will import the data as static data into the iDashboards application Note The imported data will only get saved in iDashboards when the chart is saved Figure 5 3 At this point you should select the proper data type for ea
141. rowser or selecting F5 will log the user out of the current session Auto refresh option in the dashboard properties see Figure 18 2 allows the open dashboard to be refreshed automatically at the time interval in minutes as specified within this option of dashboard settings Any value lower than 1 minute or higher than 9999 minutes is not permissible for this setting Dashboard ID Category Sales Show frame borders Background Color FFFFFF Background Image Fit Background Image to Frame Show chart menu buttons A ER Als Synchronize highlighting Synchronize pivots Hide Category in Title Autor refresh w i B minutes Figure 18 2 Note The preferred way to set up auto refresh is on a chart level See Section 8 1 12 Chart Refresh for more info on chart level auto refreshing IDashboards User s Manual 211 19 Deleting Charts and Dashboards You may delete an existing chart or dashboard only from Categories to which you have Save permissions There is no mechanism in iDashboards to recover deleted chart or dashboards 19 1 Deleting Charts To delete a chart click Delete Charts from the Application Menu button on the bottom left of the dashboard screen This pops up a window titled Delete Chart that contains a list of all Categories to which you have Save permissions When you select a Category a list of all charts in that Category Is displayed see Figure 19 1 Simply highlight the chart you
142. rrdate could be added to the chart title Every time you open or refresh the chart the current date will be displayed see Figure 13 24 value lt Axis Name gt is a macro that will return the value of the axis named lt Axis Name gt The axis name is case sensitive Charts with macros in their title must NOT be allowed to be over written by individual users Also when saving a chart with a macro in the title the chart should only be saved in Save As mode Ifthe chart with a macro in the title is saved in Save mode then the interpreted value of the macro will overwrite the Macro String i e 2008 05 12 will be saved in the title versus currdate Note Macros DO NOT work within the chart Name or Description fields Note See the segment entitled A Note on Drilldown Parameters in section 10 3 for detailed information on passing parameters during drilldowns gt Annual Data Changes gt Annual Data RVUs A Bill Monthly Cash Flow Trend a Current Accounts Receivable Aging hay ED Adimissions As ED Admissions YOY Comparison 7 ED Admissions YOY Comparison Dyn Bull En Arimiccione Fher Call Volume for 5 currdate Enter a Chart description Dynamic Data Load Snapshot Figure 13 24 170 Chapter 13 Advanced Chart Features 13 7 Filter On User On the Filter tab on the Chart Data Columns screen there is a dropdown box for Filter on User see Fig
143. rs A number of options can configure the Dashboards Parameters panel see Figure 12 5 as described below In order for a Dashboard Parameter panel to be configured the dashboard needs to have Dashboard Input Parameters defined See Chapter 14 Input Parameters for information on defining Dashboard Input Parameters IDashboards User s Manual 143 Displays a panel through which dashboard parameters can be entered Background Color Background Transparency Dashboard Parameters Figure 12 5 12 3 1 Background Text Color The panel background and default text color can be controlled with the use of the color pallet window See Chapter 9 Chart Properties Colors for more information about colors 12 3 2 Background Transparency The panel background can be set to fully transparent 100 or not transparent at all 0 12 3 3 Direction This option sets the orientation of the Dashboard Input Parameters within the frame The Direction option will only be evident when there are multiple parameters since a single parameter can only have one orientation Vertical direction See Figure 12 6 will align the parameters on top of each other Horizontal direction See Figure 12 7 will align the parameters next to each other 144 Chapter 12 Dashboard Panels Figure 12 6 Figure 12 7 12 3 4 Vertical Alignment Vertical Alignment allows for the placement of the parameters within the frame This alignment allows for th
144. rt cannot have more than one Note Note Transparency Note Background Color Figure 8 12 Note Title Mote description Figure 8 13 104 Chapter 8 Chart Properties Chart Features 8 1 10 Match Type Matching Flags help manage the underlying matching rules that in turn control the visual display of related data points within the same chart and across different charts See Section 15 7 Synchronized Highlighting for more information 8 1 11 Sort Sorting allows chart data to be sorted in a pre defined order The data can be sorted ascending a z 1 10 or descending z a 10 1 Chart data can be sorted on any column by choosing the column in the Sort On dropdown menu see Figure 8 14 Leaving the Sort On dropdown blank will draw a chart without sorting instead pulling the data in the order the data is retrieved from the data source Figure 8 15 displays unsorted data and Figure 8 16 displays data sorted by city in ascending order Sort On Sort Order Figure 8 14 d a Figure 8 15 4 000 E HE ait Ll Luti 0 e F amp E ge S S A E T e S ES e oF Es ES e ye e rs of En 7 E A hi e e e gt Figure 8 16 IDashboards User s Manual 105 8 1 12 Chart Refresh The Auto refresh option in the chart Basic Settings see Figure 8 17 allows the chart to be refreshed automatically at the time interval specified in minutes The chart will not refresh if the R
145. rt of the chart Calculated Regional Sales olaa Chesterfald Beijing Kyoto Sha mg he i E Sales T Commission Paid E Het Sales nm Detroit Chicago Drabro 6 000 4 000 2 000 0 Figure 8 4 100 Chapter 8 Chart Properties Chart Features By changing the top Chart Margin to 50 pixels and the left Chart Margin to 100 pixels the same chart can contain the whole Legend and chart without blocking any of the chart s data points see Figure 8 5 Calculated Regional Sales usta Utne Detroit Chicago Crabro Chesterfield Beijing Kyoto Shanghai E sales CJ Commission Paid E Het Sales 10 000 5 000 6 000 4 000 2 000 0 Figure 8 5 Note The chart can only be forced down to a size of 100 pixels by 100 pixels 8 1 7 Chart Legend Controls By default the chart legend box is displayed next to a chart and displays the chart labels with their associated colors see Figure 8 6 10 000 Mi sales 8 000 EJ Commission Goal 6 000 S Calcr 4 000 2 000 Figure 8 6 A user can control the following legend settings through the Chart Features dialog 1 Ability to display maximize the legend see Figure 8 7 2 Ability to minimize the legend down to an icon in the chart frame see Figure 8 8 3 Ability to completely hide the legend IDashboards User s Manual 101 4 Ability to drag and place the legend anywhere within the chart frame area The legend title bar ap
146. rts Note that we did not say charts and dashboards This is because there is no data to filter within a dashboard only the charts that make up the dashboard have data to filter Therefore this section pertains specifically to Chart Inout Parameters Recall that Dashboard Input Parameters are passed down to Chart Input Parameters The filtering process works as follows Every time a chart receives an Input Parameter value either via user input drilldown or an initial value the chart refreshes filtering its data based on the value Every time this happens the chart performs a new query against its data source using the parameter value as a filter The data returned to the chart is a result of the filtered query To set up this filter functionality you need to add the Input Parameter as a filter on the chart You do this by creating a chart filter and using the PARAM macro as its value Note See Section 13 4 Using Filters for a complete description of Chart Filters For example let s say you want to create the Safety Incidents chart from Figure 14 5 that will accept Region as an Input Parameter and filter the chart data based on the region entered First create an Input Parameter named region as shown in Figure 14 4 Then on the same chart go to the Filter tab and add the filter shown in Figure 14 17 182 Chapter 14 Input Parameters Use records from SAFETY_INCIDENTS BWY_ SHIFT where Note If t
147. s Calender Chart Monthly Figure 7 88 Specific behaviors of the Monthly Calendar chart are as follows e The chart will map one row of data for each date cell If there is a time element of the date it will be ignored e lfthere are multiple rows of data with the same date the chart will use the first date occurrence and ignore the others IDashboards User s Manual 89 e Each date cell will display one colored square for each numeric Y Axis Hovering over the shape will display the data e Each date cell will display a triangle in the upper left when there are string based Y Axes present Hovering over the triangle will display the values 7 12 2 2 Monthly Event Calendar The Monthly Event Calendar chart displays a monthly calendar with one or more metrics for each day Its behavior is similar to the Monthly Calendar except that it only displays one month at a time and that all data is displayed in the date cell without the need to mouse over M Deposit 1 0 Withdrawal Type Deposit Post Date 12 242006 B Deposit 61 E Withdrawal Type Muli Poest Date 1231 2008 Calender Chart Monthly Event MA Deposit 31 withdrawal Typa Deposit Poet Date 121042008 Ml Deposit 26 Withdrawal Typa Deposit Post Date 1211 2008 M Deposit 1 0 withdrawal Typa Deposit Poet Date 12 25 2008 Deposit E Withdrawal With sd Pos
148. s 158 61 Using Macros 161 67 Using the Function Feature 155 57 Using the Hide Feature 154 55 V Vertical Bullet Chart 61 Vertical Metrics Ticker 69 Vertical Stoplight 70 Vertical Thermometer Chart 65 Video Panel crossdomain xml 145 Enter or Modify Flash Video FLV URL 146 222 Index Video Panel 145 Video Panels Drilldown 123 Drilldown to Chart 124 129 130 133 134 Autoplay 147 Background Color 146 Example 147 Fit To Frame 147 Margins 147 Video URL 146 W Favorite Dashboard 15 Features 97 105 202 Filter on User 170 Load Image from URL 135 Number Format 107 Open Chart 12 Open Dashboard 9 Query Builder 34 39 150 155 159 Range Sets 116 Web Page URL Save ChartAs 30 36 field to provide complete web site address 130 Save Dashboard As 13 Weekly Calendar 90 Select Chart 124 Window Select Dashboard 129 Axis Editor 150 change password 213 Chart Data 112 158 205 207 Chart Data Source 32 37 Chart Properties 29 35 97 113 123 124 129 130 133 134 153 Chart Type 45 Chart Type selection 29 35 Close Chart 12 color palette 113 116 Create New Dashboard 11 Custom SQL 38 Dashboard Layout Editor 16 Dashboard Properties 197 Date Formatting 110 Delete Chart 211 Delete dashboard 212 Specify Filter Criterion 160 168 Static Data Source Columns 21 24 26 27 Unit Labels 109 User Settings 213 View Edit Data 21 24 27
149. s Chart Types 7 12 Calendar Charts iIDashboards includes a set of calendar charts that can be used to track events The Calendar Chart group has four chart types Monthly Calendar Monthly Event Calendar Weekly Calendar and Daily Calendar see Figure 7 85 fi e Bar Chart Column Chart Bubble Chart Monthly Monthly Event Weakly Calendar Calendar Calendar speedometer Thermometer Daily Calendar Chart Chart a E y a Matrics Chari as Pyramid and Tabular Chart Funnel Charts Displays all tha days within a calendar month Each day can ee display colored pixels to show relative performance of one or more metrics against corresponding performance banchmarks Figure 7 85 7 12 1 Data Layout For a calendar chart to function properly the X Axis has to be of type datetime The datetime data may or may not include the time The Y Axes of a calendar chart can be of type number string or datetime IDashboards User s Manual 87 In the sample data in Table 7 1 the Date Time column will be the X Axis while the other four columns will be Y Axes Each row of data will be displayed in the calendar corresponding to the date in the Date Time column as shown in Figure 7 86 A Monthly Event Calendar chart is used in this example Withdrawal PostingDate 1 2 08 11 57 AM 5000 1 4 08 11 57 AM AS 1 4 08 8 51 PM Deposit 1342 11 1 6 088 51PM 877 11 1 8
150. s Microsoft Word Power Point etc This may be achieved by using the Shift Print Screen key combination To also capture the highlighting effect of related points you may keep your cursor on the dashboard at any Specific point of interest Leave the cursor there and then simultaneously press Shift Print Screen key combination on your keyboard Now you can go to any other application where you would like to paste this dashboard and paste the image by using the Ctrl V key combination on your keyboard Note that this will paste the entire screen shot If you want to only capture the dashboard viewing area use the Crop image editing feature within Word or the Paint application within the Windows Accessories application Note The Shift Print Screen and Ctrl V key combinations are of Microsoft specific operating systems Apple s Mac may have a different key combination for these operations 210 Chapter 18 Maximizing and Printing 18 5 Refreshing an Open Dashboard If you opened a dashboard some time back and would like to make sure that it displays the latest data from its data sources simply click on the refresh icon on the bottom right corner of the open dashboard see Figure 18 1 By clicking the refresh button only the currently displayed dashboard will refresh All other open dashboards will not refresh Figure 18 1 Note There is no need to close the browser or log out of the current session Refreshing the web b
151. s that will allow custom SQL Once a database Is selected hit the Continue button The SQL Query window will appear providing you the ability to enter your custom SQL query see Figure 6 9 Write your SOL query for connection IDE System Database SELECT FROM Figure 6 9 The Show Columns button at the bottom right of the SQL Query window allows you to see a list of tables and views along with their associated columns within the selected data source see Figure 6 10 Double clicking any value in the list will populate the SELECT statement with that value You may use the list to build your SQL statement or write it manually see Figure 6 11 Write pour SQL query for connection IDB System Database Write your SQL query for connection IDB System Database IDashboards User s Manual Figure 6 10 Figure 6 11 39 gt EDU_QUARTERDATABYWE 4 le EDU_SCHOOLAVG b __ EDU_TRANSFERDEGREE gt EDU gt EDUENROLLMENT le FOURCHARTS W COUNTRY W SALES W UNITSSOLD gt E GLOBALSALESBYCITY2 GLOB Sa A a p gt EDU_QUARTERDATABYWEI 4 After completing the SQL query click on Continue to display the Chart Data Columns window see Figure 6 12 40 Chapter 6 Creating Charts Dynamic Data Source IDB System Database Figure 6 12 The Axis and Name columns of the grid are the X and Y labels typed during the earlier step The Data Column
152. scription field has a limit of 300 characters Also notice in the lower right corner of the Save Dashboard As window the shaded triangle which will allow you to resize the window itself Click anywhere within the triangle and drag your mouse to resize this window Note Avoid special characters such as in any of the input fields Name or Description when saving a dashboard 14 Chapter 4 Creating Dashboards Enter a Dashboard name Enter a Dashboard description Figure 4 4 When viewing the dashboards the Category will precede the dashboard name on the top of the dashboard In the Figure 4 5 Executive is the Category within which the Inventory Turnover dashboard was saved You can hide the Category name by checking the Hide Category in Title option of a dashboards properties Executive i Inventory Turnover Figure 4 5 Dashboards and charts must be saved independently of each other An unsaved chart Is marked with a red triangle in the top left corner of the chart An unsaved dashboard Is marked with a red circle in the top left corner of the dashboard If you attempt to close a dashboard that has unsaved changes you will be presented with a message asking if you really would like to close discarding the changes made to the dashboard see Figure 4 6 If you attempt to close a dashboard that contains one or more unsaved charts you will be presented with a message asking if you really wo
153. se over pop up see Figure 8 11 Note the Office Manager label in Figure 8 10 This is a string based Y axis Since itis a string no value for it can be displayed in the column chart only numeric data can be displayed However itis displayed in the pop up This functionality allows you to add text for each X axis value that is only displayed when you mouse over the values Sales 10 000 8 000 Commission Paid 7234 Net Sales 9 111 6 000 Office Manager Mark Billings 4 000 2 000 Figure 8 11 IDashboards User s Manual 103 8 1 9 Chart Notes An Analyst or a User may also use the Chart Note feature to display a custom note about the chart s state such as low is good or high is bad Chart Notes simulate a sticky note behavior To display a Chart Note on a chart simply choose Show Note in the Note Visibility dropdown in Chart Features see Figure 8 12 A background color and transparency level can also be configured in the Basic Settings section the note color can also be configured in the Colors tab The Chart Note can be dragged around and placed anywhere within the chart frame Both the Note s header title and description are editable The combined length of the Note title and description should not exceed 450 characters On the lower right corner the resize handle can be clicked and dragged to resize the dimensions of the box See Figure 8 13 Note A cha
154. selecting Menu and choosing Define Dashboard Parameters or by right clicking on the dashboard frame and selecting the same menu item Note See Chapter 6 Creating Charts Dynamic Data for information on the difference between charts built on Data Source Columns and Custom Queries IDashboards User s Manual 173 Source SAFETY_INCIDENTS BY_REGION_ PLANT Override parameters on drilldovwn given to the source input parameters when a conflict exists Figure 14 1 Chart built on Data Source Columns Override parameters on drilldoven Both input parameters and drilldowen filters from the source chart will be used as input parameters for this chart but priority will be given to the source input parameters when a conflict exists Figure 14 2 Chart built on Custom Queries 174 Chapter 14 Input Parameters Ahwvays prompt for parameters on dashboard load H Override parameters on drildown Both input parameters and drilldowen filters from the source chart will be used as input parameters for this dashboard but priority will be given to the source input parameters when a conflict exists Figure 14 3 Dashboard Each Input Parameter definition will be displayed as a row in the window You can order the Input Parameters by highlighting one and clicking the Up or Down buttons The order is for display purposes only It does not affect chart dashboard behavior For Chart Input Parameters if
155. ser s Manual Square Speedometer Y variables are displayed as an animated needle on a square speedometer see Figure 7 23 Square Speedometer Figure 7 23 Square Speedometer with Odometers Specified number of Y variables are displayed as an animated needle on a square speedometer and the rest of the Y variables are displayed in an odometer like interface see Figure 7 24 Square Speedometer with Odometers Current 5 Tee e reis Figure 7 24 55 56 Chapter 7 Chart Properties Chart Types e Target Speedometer Displays first third fifth etc Y variables as target values and the second fourth sixth etc Y variables as percentages of those targets respectively in horizontal thermometer gauges see Figure 7 25 Target Speedometer Target Sales 11 078 Actual Sales wT oD tc Ce Figure 7 25 e Cluster 2 Speedometer Y variables are displayed as an animated needle on a full speedometer with an inner speedometer see Figure 7 26 Cluster 2 Speedometer A EZ Figure 7 26 IDashboards User s Manual 57 e Cluster 3 Speedometer Y variables are displayed as an animated needle on a full Speedometer with two inner speedometers see Figure 7 27 Cluster 3 Speedometer Figure 7 27 e Cluster 4 Speedometer Y variables are displayed as an animated needle on a full Speedometer with three inner soeedometers see Figure 7 28 Cluster 4 Speedometer
156. ser s Manual 77 e 3D Ratio Area Displays the relative contribution of each Y variable as a percentage of the total that is represented in a 3D stacked area chart see Figure 7 68 3D Ratio rea Figure 7 68 7 9 Pie Charts Note Pie Charts can only display a maximum of 70 rows Note There will always be a possibility that the pie slice percentages do not add up to exactly 100 percent Take for example the following 5 slices 20 6 20 6 20 6 20 6 and 17 6 They add up to exactly 100 However if you round each to its nearest whole number you have 21 21 21 21 and 18 which add up to 102 78 Chapter 7 Chart Properties Chart Types e 2D Pie Displays the relative contribution of each Y variable to the total that is represented in a circular pie see Figure 7 69 Pie D Pie Mar 40 Mar 44 Corporate Finance Figure 7 69 e Exploded 2D Pie A 2 dimensional pie with gaps between the slices Displays the relative contribution of each Y variable to the total that is represented in a circular donut shaped pie see Figure 7 70 Pie 2D Exploded Finance IT Figure 7 70 IDashboards User s Manual 79 e 2D Donut A donut shaped pie chart Displays the relative contribution of each Y variable to the total that is represented in a circular donut shaped pie see Figure 7 71 Pie ZD Donut Mar 40 Corporate Finance GEI Figure 7 71 e Exploded 2D Donut A donut shaped
157. shboards These tags can then be used later to allow for ease of use in applying chart drilldowns See Chapter 10 Chart Properties Drilldowns for more information about drilldowns To setup a tag highlight the frame you want to tag and type the logical name into the Frame Tag textbox see Figure 4 10 To remove a tag highlight the frame and delete the contents of the Frame Tag text box Click the OK button to save the tags Save the dashboard to retain the tag changes to the dashboard Dashboard 2 Figure 4 10 IDashboards User s Manual 19 5 Creating Charts Manual Data Input You can create a new chart by providing data for the chart through four ways Entering the data manually Importing the data from an Excel spreadsheet Importing the data from a comma separated values file Retrieving the data from a live data source A WN F amp F This chapter describes only the first three methods while the fourth method is discussed in Chapter 6 Creating Charts Dynamic Data To create a new chart within a frame of iDashboards click New Chart in the Chart Menu of that frame Alternatively you can choose to right click in a frame and select the New Chart option in the right click menu 5 1 Creating X and Y Labels Upon clicking the option an Axis Labels window opens see Figure 5 1 Enter your X axis label for the independent variable i e horizontal axis in a line chart Enter you
158. ssing Dashboard Input Parameters to Chart Input Parameters seeren 175 t422 A ee ene E ART eee ee ee ER ene ERS 175 14 3 WORKING WITH INPUT PARAMETER VALUES amaranto 181 IAS T A O 181 IV Table Of Contents 14 4 FILTERING DATA WITH INPUT PARAMETERS cccccececcucccececeucacauceeaueeeaeeueaeeueaeaueeeaueeeaueneaeaeeaennss 181 14 5 DISPLAYING INPUT PARAMETERS IN CHART TITLES ccccecaceccececeaceuceceeavaseueeeavavaueeeataeaenenenatas 183 14 6 USING INPUT PARAMETERS IN CUSTOM QUERIES cccceccececcececeeeeeeeeeeaeeeeaeeusaeseeeeeeeaeaeeeraenenaenens 184 14 7 USING INPUT PARAMETERS IN STORED PROCEDURES uccsccccaceccectcecaecucaeeueaeaueeeaueueaueneaeaeeaeanss 185 14 8 PASSING INPUT PARAMETERS THROUGH DRILLDOWNS cccceccccecccecaececaeeucaeeuseeaueueaueneaeeetaeanss 187 14 8 1 Sending Input Parameters through a DrilldOWN cooocccccooccnnnncccnnnnorcnononacnnnnnnonos 187 14 8 2 Getting Input Parameters through a Drilld0WN ccccooccccnnooccnnnnnocononoronononacnononanons 188 14 9 PROMPTING THE USER FOR INPUT PARAMETER VALUES cccccecececccececeeacaceuseeaeaveueneataeaeeenenanas 192 14 9 1 Dasiboard MOUT PROM DUS cani ds 192 14 9 2 CaCO UE PROTO US sas is 193 TATO RULES FOR UP ROMPA roads 194 WET BLANCPARAMETER VALUES ud laicas 194 15 DASHBOARD PROPER DIES ss 197 15 1 CHANGING DASHBOARD CATEGORY csccccecscsccccececccaccuceceeaeaueueeeaeaveuseceavaesereeaeatauteratataunerenaas 197 15 2 SHOW FRAME BORDERS
159. ssociates based on sales the dataset would need to be properly sorted in the data source so that the first 5 rows were also the 5 associates with the highest sales volume This would be a descending sort on sales volume in the data source Note Sorting can also be performed via the Sort On chart property however this sorting takes place after the Maximum Number of Data Rows dataset has been returned to the client and will thus sort only the 5 values returned which may not be the intended values The Maximum Number of Data Rows will also allow you to prevent the max rows exceeded error from displaying when the number of rows for a given chart exceeds system defined limitations for both pivoted and non pivoted charts In many cases a cropped dataset by iIDashboards may be an expected result and an error alerting the user to this issue may not be desired In general on any pivoted or non pivoted chart the Maximum Number of Data Rows option can be set equal to the respective system defined limitations resulting in the same dataset being returned as would be if Maximum Number of Data Rows was not configured however in this case the user will not be presented with an error notifying them that the maximum number of rows has been exceeded By default the Maximum Number of Data Rows setting is blank and will result in all of a given chart s data being returned up to the iDashboards system defined limitations for
160. t Data Ml Deposit 1 1 Withdrawal Type Deposit Poet Date 1212 2008 Figure 7 89 Deposit Withdrawal j mia al Poet Date 12 MA Deposit 32 Withdrawal Type Mult Post Data 121412008 Deposit 29 Withdrawal Type Deposit Post Date 1221 2008 90 Chapter 7 Chart Properties Chart Types 7 12 2 3 Weekly Calendar The Weekly Calendar chart displays the days of the week Its behavior is similar to the Monthly Events chart except that you can control the number of days being displayed at a time Calender Chart Weekly Event T2 16 20 12 17720 1 12 18 20 REALES 12 20 20 MA Deposit 290 74 withdrawal Typa Deporit Post Date 12212008 11 56 24 12 27 20 withdrawal Typa Dapoert ata 1225820086 08 21 34 Figure 7 90 7 12 2 4 Daily Calendar 12 21 20 12 28 20 12 22 20 E Deposit 1 01 Withdrawal Typa Deposit Fost Date 1224 2008 12 45 4B 12 29 20 MA Deposit 61 2 MA Withdrawal Type Mult Poet Date 1231 2008 16 44 06 The Daily Calendar chart displays one or more days ata time and can display multiple events for each day Similar to the other calendar charts it can display numeric string and date data Numeric data will display an associated colored square to show performance against defined range sets See Section 9 4 Range Sets for more information
161. tal icon Chart 61 Bullet with Target vertical icon Chart 62 C Calendar Base Date P osition Selection 92 Base Position 93 Base Type 94 Calendar Drilldowns 94 Custom Date 94 Daily Calendar 86 Data Layout 86 Data Types 86 Monthly Calendar 86 Monthly Event Calendar 86 Weekly Calendar 86 Calendar Charts 86 Calendar Navigation 92 Calendar Types 88 Daily Calendar 90 Monthly Calendar 88 Monthly Event Calendar 89 Weekly Calendar 90 Categories 6 changing destination in dropdown menu 98 216 custom designed as Additional 7 custom designed as Personal 7 dropdowns displayed on Header Bar by Dashboards 7 Category user account listed first and defined as Personal 7 Change Data Source 205 Change Password Screen 213 Changing an existing dashboard 16 Changing Dashboard Properties 123 204 Changing Display Settings 97 Chart Background Transparency 99 change data source 205 notes See Charts notes Chart Data Columns 34 Chart Data Input 20 32 Chart Description features 149 input box 30 36 Chart Features 97 112 dialog box 103 Chart input Data Source Type 20 Chart Input Parameters 171 Chart label entering X or Y axis 19 31 Chart Legend See Legend Chart Linking See Drilldown Chart Name input box 30 See input box Chart Properties 97 Chart Ribbon Legend 101 Chart Settings 97 Chart Title input box 30 36 Chart type using the selection window 29 35 Chart
162. tegories are often custom defined by the IDashboards Administrator A user will automatically see any additional Categories for which s he has been granted access If the user clicks on any Category s he will see a list of available dashboards If the number of Categories assigned to a user is greater than what would fit on the width of the header bar the user may retrieve further Categories by clicking on the right arrow scroll button that appears on the right hand side of the header bar see Figure 2 1 The user will only see the scroll button if there are more categories available If the user scrolls to the right using the right arrow an additional left arrow appears By using the left and right arrows the user may scroll back and forth to view all available Categories Hitting CTRL and clicking on an arrow will scroll one page Hitting SHIFT and clicking on an arrow will scroll to the end lt gt Dashboards Figure 2 1 Chapter 2 iDashboards Categories This page intentionally left blank IDashboards User s Manual 3 Opening Dashboards If a user clicks on the dropdown arrow next to any Category it will show all the dashboards available within that Category see Figure 3 1 Simply clicking on the dashboard will open it in the dashboard viewing area Billing Scorecard Departmental Analytics Hospital Measures Patient Management Physician Scorecard Figure 3 1 An alternative way to open a
163. that axis and choose to hide or display the axis in the chart Optionally click the Count button to count the number of rows in the delimited file Click the Continue button to bring up the View Edit Chart Data window See Figure 5 10 The Automap button will automatically map the logically named columns to the columns in the file using one of three methods 1 Exact Match Case insensitive exact name match 2 Position Corresponding column in the imported data 3 Best Match Computes the best match for the columns Note These methods can be useful but may not always be accurate Please validate the mappings should you select the Automap feature Note See Chapter 13 Advanced Chart Features for a more in depth explanation of Pivots and the Hide functionality 28 Chapter 5 Creating Charts Manual Data Input Figure 5 10 The View Edit Chart Data window allows for editing of the data before It is displayed in the chart Make adjustments to the data by clicking in the cell Add additional rows for data entry by clicking the Insert Row button This will prompt to insert a row above or below the current row Delete a row by placing the mouse cursor in the row and clicking the Delete Row button Click the Continue button to choose the chart type Choosing the chart type is covered in Section 5 3 Selecting Chart Type IDashboards User s Manual 29 5 3 Selecting Chart Type The
164. tions This option is unchecked by default With it unchecked every time you open or refresh a chart that contains a pivot s the pivot selectors will display the first pivot selection from the data source no matter what values were selected the last time the chart was saved If you check this option every time you open or refresh a chart that contains a pivot s the pivot selectors will be set to the values that were selected the last time you saved the chart Opaque Pivot Bar If checked this option will make the pivot bar transparent therefore allowing any dashboard color or image to show through where the pivot selectors are displayed If unchecked the chart background color will be displayed 13 2 Using the Hide Feature Hiding a column is optional see Figure 13 8 You can set this functionality in the Chart Data Columns window as you build a chart or by right clicking on a chart choosing Chart Data then Modify Chart Data Columns Chart Data Columns x Source DAILY PRODUCTION Data Column put Parana Fier Y String Number None Number None Figure 13 8 IDashboards User s Manual 155 Notice in the following figure resulting from Figure 13 8 the Target axis is not visible in the chart see Figure 13 9 Figure 13 9 13 3 Using the Function Feature iIDashboards provides the ability to aggregate Y axis data columns by using the Function feature on the Chart Data C
165. u Dashboard 9 Metrics Bar Chart 68 Metrics Chart 68 Metrics Scorecard 69 Metrics Scorecard Chart 69 Metrics Ticker Chart 69 Minimize chart size icon 209 Modify Chart Data Change Data Source 205 Dynamic Data 205 Edit Axis Labels 205 Edit Chart Data 205 Manually Added Data 205 Modify Chart Data Columns 205 Monthly Calendar 88 Monthly Event Calendar 89 Mouse Over Value Display 102 New Chart 19 31 New Dashboard option 11 Notes background 103 maximum size 103 move 103 resize 103 show 103 title and note edit 103 transparency 103 Number Format 220 Decimal Separator 108 Thousands Separator 108 Unit Symbol 108 Number Formatting 97 O Opaque Pivot Bar 154 Open Chart option 12 Opening Dashboards 8 10 P Panels Add Edit Panel 139 Choosing the Panel Type 139 Configure Dashboards Panel 139 Dashboards Parameters Panel 142 Saving Panels 147 Text Panel 140 Video Panel 145 Pareto Column Chart 51 Password change password 213 required use of 1 Personal category access rights provided for 16 Pie Analyzer 5 Pivot change pivot 152 creating 149 hide 153 Last Pivot is Slider 153 Multiple 149 Pivot Alignment 154 Pivot Location 154 Pivot Sort Order 154 Save Pivot Selections 154 selecting specific value within 149 Show Pivot Selectors 153 Transparency 154 Pivot column 152 Pivots 149 Print Chart 209 Dashboard 209 Progression Types 118 Blend 118 Reverse
166. ual 161 7 Either type the filter criteria in the text box provided or click the List values button which will display a list of distinct values that exist in the data column you selected for the filter From this list you can click on the values you would like to use and they will be added to the text box see Figure 13 18 Use CTRL click to select multiple values Use records from StateSalesData where Note If the operator you selected is in or mot in please enter Figure 13 18 8 Finally click the OK button to get back to the Query Builder window to add more filters as necessary 13 5 Using Macros Macros are a feature within iDashboards that allow for dynamic substitution of values Macros are useful when you would like to indicate a value that changes over time or by context as the criteria for the filter For example you want to create a chart that will show you data for a specific period of time relative to today s date and have that date period rolling As an example let s work with revenue figures for a 365 day rolling timeframe The chart Should recognize which day it is and update itself with every new day s data and drop the data for day 365 1 when the next day begins Figure 13 19 shows how this macro would be entered when creating a macro filter 162 Chapter 13 Advanced Chart Features Value 2010 08 28 Note If the operator you selected is in or mot in please enter The
167. uld like to close discarding the changes made to the chart s Figure 4 7 IDashboards User s Manual 15 There are unsaved changes to this dashboard f Would you like to sawe it before closing This dashboard has one or more charts with unsaved changes Closing it will discard them Do you wish to continue Figure 4 6 Figure 4 7 4 4 Saving a Favorite Dashboard Favorite dashboard Is the same concept as a Home Page within your web browser As soon as you launch iDashboards the Favorite dashboard will be loaded within the Dashboard viewing area You can have only one dashboard as your Favorite dashboard To make a specific dashboard as your Favorite dashboard first open that dashboard within the dashboard viewing area Then click on the Favorite Dashboard option within the Application Menu at the bottom of the dashboard This will open an alert message window asking if you want the current dashboard to be your Favorite dashboard see Figure 4 8 Click the OK button If you already have a Favorite dashboard from before but now you would like to clear it out simply go to the Favorite Dashboard window and click on the Clear button This will launch iDashboards with no default dashboard opening immediately after your log in Do you want to save test as your favorite dashboard Figure 4 8 Clicking on the Cancel button will simply close the alert window with no changes made in the status quo Note Fav
168. ure 13 25 The Filter on User functionality allows multiple users to view the same dashboard but the data they see will be pre filtered to only show data for their logged in username For example two Regional Managers can log on to iDashboards and view the same Sales dashboard but manager A will only see data for his territory and manager B will only see data for her territory The majority of the Filter on User functionality is configured in the Dashboards Administrator Application and the iDashboards Repository itself This setup requires administrative permissions and is described in the iDashboards Administrator s Manual Setup needs to happen by an iDashboards Administrator before it can be applied to chart configuration Filter Use all of the above filter criteria AND o Use any of the above filter criteria OR cs A Figure 13 25 IDashboards User s Manual 171 14 Input Parameters Input Parameters provide the ability to create charts and dashboards whose displayed data is dependent on Input Parameter values provided by the user The input values are used by charts and dashboards in a variety of ways including Filtering chart data based on the input values Displaying the input values in chart titles Using the input values in a chart s custom SQL queries Using the input values as parameters for stored procedures Passing the input values down during drilldowns Input Parameters
169. ure 4 1 Alternatively you can choose the Custom layout and design the layout yourself Figure 4 1 A blank dashboard with the chosen layout is created see Figure 4 2 Note that the newly created dashboard will have a red dot in the upper left corner of the dashboard title bar until the dashboard is saved 12 Chapter 4 Creating Dashboards Dashb va rd 1 Figure 4 2 4 2 Retrieving Charts within a Blank Dashboard The next step is to create a new chart in each frame of the blank dashboard or to select an existing chart to populate each frame or a combination of the two Note that each frame has its own right click menu To create a new chart in a frame refer to Chapter 5 Creating Charts Manual Data Input and Chapter 6 Creating Charts Dynamic Data To populate a frame with an existing chart click the Open Chart option within the right click menu A window will open with a list of Categories You may select any of the available Categories you have permissions to view your permissions are set up by an iDashboards Administrator You will then see a list of available charts for the Category you have selected You may also search for a chart by typing in the Search for Chart text box Highlight the chart you would like to display and click on Open button see Figure 4 3 Repeat this exercise for each frame of the dashboard Once done you will have a completed dashboard with your selected layout a
170. values can be displayed in a chart title by adding the PARAM macro to the chart title For example if a chart has an Input Parameter as shown in Figure 14 19 and was given a title as shown in Figure 14 20 when the Input Parameter value West Is submitted in the chart the chart title would look like it does in Figure 14 21 Replace blank with NULL Initial Value North Figure 14 19 Chart ID Category Chart Title Safety Incidents for param region Figure 14 20 184 Chapter 14 Input Parameters Safety Incidents for West dull uh E Fri Mon Sat Thu Tue Wed a Figure 14 21 14 6 Using Input Parameters in Custom Queries Input Parameters can be used in Custom Queries by adding the PARAM macro to the query See Section 6 6 Custom Query for a description of Custom Queries For example if you create a chart with Input Parameters as shown in Figure 14 22 you could create a Custom Query as shown in Figure 14 23 to filter data in the chart based on the Input Parameter values Note An Input P arameter s Replace blank with value will not replace the PARAM macro when used in a chart title See Section 14 11 for more information on the Replace blank with field Always prompt for parameters on chart load Both input parameters and drilkdown filters from the source chart will be used as input parameters for this chart but priority will be given to the source input parameters whe
171. y The charts background transparency level Often Value 100 used when an image is used as a dashboard background 0 no transparency amp 100 full transparency Default Text Color The chart s title and any text color that is not Black 000000 explicitly configurable Note Background Color An optional display of information Tan EEEEAA Legend Background Color The background for an optional display of axis White FFFFFF values or descriptions Legend Text Color The text for an optional display of axis values or Black 000000 descriptions Table 9 1 9 3 Axis Colors The Axis Colors icon provides the option to associate a color with each Y axis on the chart These features are available in those charts that display data for each Y variable examples include bar column and line charts see Figure 9 3 Axis Colors Figure 9 3 116 Chapter 9 Chart Properties Colors 9 4 Range Sets The Range Sets icon provides the option to change the color ranges that are displayed on a chart see Figure 9 4 These features are available in certain charts only speedometer charts metric charts map charts etc This feature allows you to configure a chart so that various portions of the chart will change color based on the value s the chart is pulling from its data source You are able to configure the range values colors and labels Ranges can be placed on all of the axes o
172. y Incidents by Day amp Shift Region North E LUL hil B E Update Figure 14 31 IDashboards User s Manual 191 Example 3 Target chart configured for Only Source Parameters When the user clicks on the bar for SMA in the source chart only the Input Parameter called Region is accepted by the target chart The Chart Filter named Plant is ignored Therefore the user is prompted to enter a value for Plant as seen in Figure 14 32 Safety Incidents by Day amp Shift The chart Safety Incidents by Day amp Shift requires parameter values The required parameters are identified with an asterisk 1 Region Worth Plant Figure 14 32 Example 4 Target chart configured for Only Drilldown Filters When the user clicks on the bar for SMA in the source chart only the Chart Filter called Plant is accepted by the target chart The Input Parameter called Region Is ignored Therefore the user is prompted to enter a value for Region as seen in Figure 14 33 Safety Incidents by Day Shift The chart Safety Incidents by Day amp Shift requires parameter values The required parameters are identified with an asterisk 1 Region Plant SMA Figure 14 33 192 Chapter 14 Input Parameters Example 5 Target chart configured for Neither Parameters or Drilldown Filters When the user clicks on the bar for SMA in the source chart both the Input Para
173. year end currmonth 3 currmonth end 2 curryear begin 1 dd MMM yy currmonth 5 currmonth begin 3 MMMM d yyyy Table 13 1 13 5 1 Setting the Proper Date Type and Format For date macros to work they must be written to work with the data type and format of the column they will be filtering against within the database Excel will be considered a database for this discussion The date macro can filter against data columns that are configured as a number or date datetime It is common to filter against columns that are setas a date datetine However various databases treat date datetime columns differently If there is a data type or date format conflict between the iDashboards filter and the database column you are filtering against you will receive the following Dashboards error when setting up the filter see Figure 13 20 The following error occurred Microso OCBC Excel Driver Data type mismatch in criteria expression Figure 13 20 Some databases are more forgiving about date formats than others The remainder of this section illustrates how to use date macros with the three most popular data sources Excel SQL Server and Oracle Examples are provided 13 5 1 1 Excel If you are writing a filter to filter against a data column that stores date information as an Excel date data type you need to pay special attention to the format of the date macro in your filter By default Excel stores date d
174. you want it to appear within the Category The name can be no longer than 50 characters and is a required input Note that chart names must be unique within a Category Within the title input box type the title of the chart as you want it displayed on the chart itself The title can be no longer than 50 characters and is optional to input Within the description input box type the description of the chart as you want it displayed within the chart itself The description is displayed when the mouse hovers over the title The description field has a limit of 300 characters and it is optional to input Also notice in the lower right corner of the Save Chart As window the shaded triangle which will allow you to resize the window itself Click anywhere within the triangle and drag your mouse to resize this window gt Annual Deta Changes A Annual Data Collections A Annual Data RVUs GM Bill Monthly Cash Flow Trend ETA Current Accounts Receivable Aging das ED Admissions T ED Admissions YOY Comparison Th ED Admissions YOY Comparison Dyn Enter a Chart name Enter a Chart title Enter a Chart description Figure 5 12 IDashboards User s Manual 31 6 Creating Charts Dynamic Data Note Creating charts by dynamically retrieving data from database requires knowledge of the database tables views and columns Therefore this feature is restricted to users having Analyst or Administrator role Y ou can cre

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