Visual Item Types
The following is a list of the types of visual items available in the portal:
The grid is a simple, straightforward arrangement of information in a sortable format.
The following is a list of grid actions:
• Sorting. The columns within a grid are sortable. Click the column heading to sort in ascending, descending, and nested sort order.
• Drilling. If the grid can be drilled into, the data is underlined, similar to a link. Click the data to drill into the other visual item or report. Use the breadcrumbs at the top of the item frame to return to the grid.
Charts display information in the following formats:
• Column 2D
• Pie 3D
• Column 3D
• Doughnut 2D
• Pie 2D
• Doughnut 3D
If a chart allows for drilling, the cursor changes to a hand when dragged over that section of the chart. Click that section and drill into the other visual item or a report. Return to the chart using the breadcrumbs at the top of the image frame.
A gauge is a specialized form of visual item used to show some value compared to a target; for example, current sales compared to the sales forecast.
If a gauge allows for drilling, the cursor changes to a hand when dragged over that section of the gauge. Click that section and drill into the other visual item or a report. Return to the gauge using the breadcrumbs, or back arrow button, at the top of the image frame.
The heat map displays information through size and color. Hover the cursor over a rectangle to see more detailed information about that section.
The following is a list of heat map actions:
• Metrics. Use the Size and Color drop-down lists to change the size and color metrics of the heat map.
• Color Ranges. Use the range slide at the bottom of the window to change the color ranges in the heat map. Click and drag the desired color triangle to the appropriate value.
• Drilling. If a heat map allows for drilling, the cursor changes to a hand when dragged over that section of the heat map. Click that section and drill into another visual item or a report that shows more detailed information. Return to the heat map using the breadcrumbs at the top of the image frame.
Free Form Items
The free form item is an advanced metric display, which supports conditional formatting of the content. For example, if the value in the cell reaches a certain threshold, a cell changes to red.
With a free-form item, you can drill out to reports. If a free-form item allows for drilling, the cursor changes to a hand when dragged over that section of the item. Click that section to drill out to the report. Return to the free-form item using the breadcrumbs at the top of the image frame.
A parameter bar is used to set the subject or parameters that other visual items display on the dashboard. Click the parameter bar to view a drop-down list of the available options. You can also type inside the parameter bar to find items in the drop-down list that begin with the characters you enter. Click Refresh to view the changes.
Image items are photos or graphics that can be applied to a dashboard to create a custom and personalized look; for example, a company logo or a customized graphic associated with the dashboard.
A message item is a fully customizable text block that can be placed on a dashboard; for example, a descriptive paragraph related to the dashboard items or a bulleted list of hyperlinks and important information.
Message items can be read-only or they can be editable:
• Read-only. Only the designer can edit the text area.
• Editable. End users can edit or add to the text content directly from the dashboard. To edit a message, click the Edit button, make the appropriate changes, then click Save.
Note: The ability to edit a message, which is based on user roles, is determined by the designer.
The forum is an item on the dashboard that allows you to view and collaborate on the latest topics in a forum. Depending on the design, the forum shows the topics from all or selected forums.
To view the latest topics in a forum, click Refresh. To collaborate on a topic, click the topic and click Post Comment. See Collaboration
The report browser displays a list of reports, which you can view and run directly from the dashboard. Double-click the desired report to view the report in a new tab. To return to the dashboard, close the tab.
The links list is an organized table of links to web sites and reports.
If a links list is editable, the following actions are available:
• Add Link. To add a link to the list, click Add Link. Enter the URL, a title for the link, and a brief description, and then click OK.
Add Link to Link List
• Add Report. To add a report to the list, click Add Report. Navigate through the folders, select the desired report, and then click Open.
Add Report to Link List
Note: If you edit the link list, the changes are visible to you only and do not affect other users and their dashboards.