Maintenance of Dashboards

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1 Procura Health Management Systems Contact Procura Corporate Office: 1112 Fort St., Suite 600 Victoria BC, Canada, V8V3K8 Phone: FAX: Software version Procura 7 Documentation version Last Update Date Maintenance Guides

2 Copyright All rights reserved. Develus Systems Inc. Any technical documentation that is made available by Develus Systems Incorporated is the copyrighted work of Develus Systems Incorporated and is owned by Develus Systems Incorporated. Information contained here is subject to change without notice and does not represent a commitment on the part of Develus Systems Incorporated. This documentation is furnished as part of the licensed software program it describes and is subject to all the terms and conditions of the license agreement. No copyright of the documentation is hereby transferred. Every effort has been made to ensure the accuracy and completeness of the information in this documentation. Develus Systems Incorporated accepts no responsibility for errors or omissions contained herein. The software and/or databases described in this document are furnished under a license agreement or non-disclosure agreement. The software and/or databases may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or non-disclosure agreement. The Purchaser may make a backup copy of the software for backup purposes only. No part of this manual and/or databases may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the purchaser s personal use, without the written permission of Develus Systems Incorporated. TRADEMARKS: Procura and Procura Community Health Systems is a registered trademark of Develus Systems Incorporated. All other brand and product names are trademarks or registered trademarks of their respective companies. Part of our continuing commitment to customer support and instruction.

3 Confidentiality and Distribution Limitations Intended Recipient The information contained in this document is privileged and confidential information intended for the use of the individual or entity to which it is distributed by an authorized employee of Develus Systems Incorporated. If you are the reader of this document and did not receive it directly from an authorized employee of Develus Systems Incorporated; or if you are not an employee or agent who is responsible to deliver this document to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this document is strictly prohibited. Confidential Information, Distribution Limitations This document is submitted by Procura (incorporated as Develus Systems Inc.) in good faith guided by the principles described herein. This document is for informational purposes only and does not constitute a contract or an offer to contract. Copyright of this document is retained by Procura. Procura hereby grants the intended recipients (known hereafter as the Customer ) unlimited rights to copy and distribute this document to evaluation staff and advisors under the following conditions: 1. The Customer will consider this information to be confidential and proprietary to Procura and will not release this document to any persons, other than internal evaluation staff and advisors, without first obtaining Procura s express written permission. 2. The Customer agrees that all information contained in this document, and any additional information supplied by Procura, is confidential and proprietary to Procura and is presented solely for use by the Customer for the purposes of review and analysis. The Customer agrees that other use thereof, including disclosure of this information to third parties, is strictly prohibited without the expressed written consent of Procura, except under the following conditions, where all conditions must be present: a. The express, prior written consent of Procura has been requested and received; b. The disclosure of information is for the sole purpose of review and analysis; c. All third parties are explicitly named, including: i. Given and Surname, ii. Affiliation to the Customer, iii. Employer and/or contractor name, iv. Position and title; d. A written agreement is signed by the Customer and Third Parties to respect the proprietary and confidential nature of Procura and all related documentation; e. The Customer will send a copy of said written agreement to Procura prior to the disclosure of the information; and f. The Customer will not make any reference to Procura, or any customers of Procura that are disclosed herein in any literature, promotional materials, brochures or sales presentations without the express written permission of Procura. The Customer will not assign or transfer any rights and privileges contained in this document without obtaining written consent of Procura. Procura respectfully requests that should any of the above noted conditions be deemed unacceptable to the Customer, that a representative of the Customer immediately contact Procura for discussion and revision of the conditions before proceeding with the document review. Please contact: Procura Help Desk Phone: support@goprocura.com

4 Table of Contents Maintenance of Dashboards... 5 To View KPIs... 6 To Add a KPI... 7 Dashboard Metrics To View Metrics Working with Metrics The Dashboard Metric Form To Add General Information The KPI Tab To Add KPIs The Data Tab To Add Column Formatting To Define a Field to Field Score Type To Define a Score Range Score Type The Chart Tab To Add Metric Series The Preview Tab To Preview a Metric Dashboard Designer To Add a Dashboard To Add a User Group to a Dashboard Appendices Access Rights for Dashboards Data Collection - Data Methods Dashboard Date Types SQL Query/SQL Procedure To Run a Dashboards Script File in SQL Server Management Studio To Import a Dashboard File into Procura iv

5 Maintenance of Dashboards With the Dashboards feature, you can write SQL commands that are used to collect data for Metrics and Dashboards. Key Performance Indicators (KPIs) control the access to the database. There are three types of KPIs that can be created - Grouped, Raw and Indicator. Grouped Data is generic data that can be combined with other KPIs in a Dashboard Metric, (e.g., Visit Counts by Area comparing this week with last week). Raw Data is generic data that stands on its own and is not used for comparing year over year, (e.g., a List of Planner visits). Indicators are specific data that returns a single value and, typically, have only one value and one row, (e.g., average hours per day per employee). The Dashboard KPI form is accessible via the main Dashboard KPIs form. It allows users to add, edit and delete KPIs. There are four methods that can be used to extract data - SQL Procedure, SQL Query, External SQL Procedure and External SQL Query. Keep in mind that Dashboard KPIs must be tested before they can be saved. The form enables you to test your KPIs by entering a date range, as well as an optional department and drilldown ID. The data returned from the KPI is then displayed in a table. Description (the description of the KPI) Reference Number (identifier by which the KPI is referred) Type (category for the KPI) Data Method (method used by the KPI to extract data) (see also Appendix: Data Methods) SQL Procedure (SQL query or procedure used by the KPI) (see also Appendix: S QL Procedure) 5 of 51

6 To View KPIs 1. Go to Maintenance Business Intelligence Dashboard KPIs. The Dashboard KPIs form displays. 2. If you want to display those KPIs that are of grouped data, select Grouped Data from the KPI Type drop-down box. 3. If you want to display those KPIs that are of raw data, select Raw Data from the KPI Type drop-down box. 4. If you want to display those KPIs that are indicators, select Indicator from the KPI Type drop-down box. 6 of 51

7 To Add a KPI 1. Go to Maintenance Business Intelligence Dashboard KPIs. The Dashboard KPIs form displays. 7 of 51

8 2. Click Add. The Dashboard KPI (Untested) form displays. 3. In the Description textbox, specify a unique name for the KPI. 4. In the Reference Number textbox, specify unique identification number for the KPI. 5. From the Type drop-down box, select the type of KPI you are adding. 6. From the Data Method drop-down box, select the method you are using to extract data. 7. From the SQL Procedure drop-down box, select the SQL query or procedure you are using. See Appendix: How to specify an SQL Procedure. 8 of 51

9 8. Click Test. The Test Dashboard KPI Data Collection Settings form displays. 9. From the Start and Stop drop-down boxes, enter the date range you want to work with. 10. If you want to select a specific department, click the Department checkbox and select the department from the drop-down box. 11. If you want to specify a drilldown identifier, click the Drilldown ID checkbox and type the ID in the textbox. 12. Click Test to test your data collection settings. 13. Click Close to return to the Dashboard KPI form. 14. Click OK to return to the main Dashboard KPIs form. 9 of 51

10 Dashboard Metrics The Dashboard Metrics form enables you to use and/or combine a group of Dashboard KPIs into a single view, (e.g., Visit Counts by Area for this week vs. last week vs. last year). Dashboard Metrics control date ranges, charting, formatting and end-user functionality. They are then added to individual Dashboards. Metric Type (the type of Metric you want to work with in the table below) Preview Metric (displays the selected Metric in the preview area) Print (enables you to print the list of KPIs in the selected Metric) Edit (enables you to edit the KPI you select) 10 of 51

11 Print (enables you to print the list of Metrics) Edit (enables you to edit the Metric you select) Add (enables you to add a Metric to the master table) 11 of 51

12 To View Metrics 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metric Type drop-down box, select the type of Metrics you want to work with. 3. If you want to see a preview of a metric, select it from the Metrics table, and then click the Preview Metric checkbox. 12 of 51

13 Working with Metrics The Dashboard Metric Form The Dashboard Metric form enables you to add, edit and delete Dashboard Metrics. It is accessible from the main Dashboard Metrics form. The General tab in the Dashboard Metric form enables you to specify the title, reference number and type of Metric you want to work with. It also enables you to specify the start of year and start of week for the Metric. Title (the name of the Metric) Reference Number (the identifier by which the Metric will be referred) Type (the category to which the Metric belongs) Start of Year (the start of year when calculating date ranges for KPIs that use Yearly or Quarterly date types) Start of Week (the start of week when calculating date ranges for Metric KPIs that use Weekly date types) 13 of 51

14 To Add General Information 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 14 of 51

15 2. From the Metrics table, select the Metric you want to modify. 3. Click Edit. The Dashboard Metric form displays the General tab. 4. In the Title textbox, type a name for the Metric. 5. In the Reference Number textbox, type the ID for the import or export. 6. From the Type drop-down box, select the type of Metric that is being added. 7. If you are calculating date ranges for KPIs that use Yearly or Quarterly date types, select the starting month from the Start of Year drop-down box. 8. If you are calculating date ranges for KPIs that use Weekly date types, select the starting day from the Start of Week drop-down box. 9. Click OK to return to the Dashboard Metrics form. 15 of 51

16 The KPI Tab The KPI tab in the Dashboard Metric form is only accessible when the Dashboard Metric Designer is enabled. The tab allows you to select the KPIs to use for the Metric being added. The user can add, edit, delete and sort KPIs from this tab. Metric KPIs allow users to define the KPIs that will be used for the Metric. They can choose the date range type they want to use. Furthermore, the drilldown and scoring capabilities are controlled via the Metric KPIs. Keep in mind that changing KPIs on a saved Metric can cause problems with other information, (e.g., Data, Score and Chart information). No restrictions have been applied to the changing of KPIs after Data, Sort and Chart information has been filled out. Therefore, it will produce problems if it is abused. Up/Down arrows (enable you to prioritize the KPI you select by repositioning it in the table below) All attached KPIs return the same column structure (controls the loading of the Metric data) Print (enables you to print the list of KPIs) Edit (enables you to edit the KPI you select) Add (enables you to add a KPI to the master table) 16 of 51

17 To Add KPIs 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to modify. 3. Click Edit above the Metrics table. The Dashboard Metric window displays the General tab. 17 of 51

18 4. Click the KPI tab. 18 of 51

19 5. Click the All attached KPIs return the same column structure checkbox if all attached KPIs return the same number and style of columns. 6. Click Add. The Dashboard Metric KPI window displays.* 7. From the KPI drop-down box, select the KPI that matches the Metric type. 8. From the Drilldown Column drop-down box, select the column value that will be passed as an ID to the Drilldown metric. Note: If the user selects a column that gets removed later (by changing other KPIs in Metric) they will encounter problems. If you plan to add multiple KPIs for the Metric, do not define the Drilldown Column until after all KPIs have been added. 9. From the Drilldown Metric drop-down box, select the Metric that will be displayed when the end user double-clicks the current Metric. Note: Users are not prevented from making a circular reference. However, they cannot select the current Metric. Otherwise, it will continue to open the same Metric. 10. From the Date Type drop-down box, select the applicable date type. For information regarding the available date types. See Appendix: Date Types. 11. Click OK to return to the Dashboard Metrics form. * Note: This window can also be accessed from the main Dashboard Metrics window. 19 of 51

20 The Data Tab The Data tab in the Dashboard Metric form is accessible when the Dashboard Metric Designer is enabled. The tab enables you to define the column formatting for the Metric. You can add, edit and delete column formats from this tab. If a column is not defined on the Column formatting grid, it is assumed to be visible with the default display properties. You can also set up a Metric score type, which is not specific to a KPI. You can configure the width, display label and display format for each column. You can also decide if the column will be visible in the grid, as well as whether a percentage column will be calculated for the column. The percentage will compare the row value to the total for the column. Keep in mind that, if you are planning on adding multiple KPIs for Metric, do not define the Score until after all KPIs have been added. Sort Data (order in which the information will be sorted) Print (enables you to print the list of columns) Edit (enables you to edit the column you select) Add/Del (enables you to add or remove multiple columns to/from the master table) 20 of 51

21 Score Type Display Type (the type of information you want to display) (for example, if you want to display the percentage change between the Source Column and the Target Column, select Percent, (e.g., if column 1 has 100 and column 2 has 50, the change would be 200%) (if you want to display the difference between the two columns, select Text and Value - if you want to display an image in the Score column based on the results, select Image, and then select the image you want to display) Display Label (the label to use for the Score Column) Source Column (if you want to select a column from the current Metric, select it from the Source Column drop-down box) (if you select a column that is removed later you will experience problems) (if you are planning on adding multiple KPIs for Metric, do not define the Score until after all KPIs have been added) Target Column (if you want to select another column to compare to the Source Column, select it from the Target Column drop-down box) (if you select a column that is removed later you will experience problems) (if you are planning on adding multiple KPIs for Metric, do not define the Score until after all KPIs have been added) Image List (the image to display in the Score column) Fudge Factor (specifies how close two numbers can be before it is determined that there is no change) 21 of 51

22 To Add Column Formatting 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to modify. 3. Click Edit. The Dashboard Metric window displays the General tab. 22 of 51

23 4. Click the Data tab. 23 of 51

24 5. Click Add/Del. The Dashboard Metric Add/Del Column Formatting window displays. 6. Move the items you want to add from the Available table to the Attached table. 7. Click Close to return to the Dashboard Metric form. 8. Click OK to return to the main Dashboard Metrics form. 24 of 51

25 To Define a Field to Field Score Type 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to work with. 3. Click Edit. The Dashboard Metric window displays the General tab. 25 of 51

26 4. Click the Data tab. 5. Select from the table the record you want to modify. 6. From the Score Type drop-down box, select Field to Field. 7. If you want to display the percentage change between the Source Column and the Target Column, select Percent from the Display Type drop-down box, (e.g., if column 1 has 100 and column 2 has 50, the change would be 200%). Otherwise, if you want to display the difference between the two columns, select Text and Value. Otherwise, if you want to display an image in the Score column based on the results, select Image, and then select from the Image List drop-down box the image you want to display. 8. If you want to change the label of the Score Column, type the label in the Display Label textbox. 9. If you want to select a column from the current Metric, select the column from the Source Column drop-down box. 10. If you want to select another column to compare to the Source column, select the column from the Target Column drop-down box. 11. If you want to specify how close two numbers can be before it is determined that there is no change, type it in the Fudge Factor textbox. 12. Click OK to return to the Dashboard Metric form. 13. Click OK to return to the main Dashboard Metrics form. 26 of 51

27 To Define a Score Range Score Type 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to work with. 3. Click Edit. The Dashboard Metric window displays the General tab. 27 of 51

28 4. Click the Data tab. 5. Select from the table the record you want to modify. 6. From the Score Type drop-down box, select Score Ranges. 7. If you want to display the percentage change between the Source Column and the Target Column, select Percent from the Display Type drop-down box, (e.g., if column 1 has 100 and column 2 has 50, the change would be 200%). Otherwise, if you want to display the difference between the two columns, select Text and Value. Otherwise, if you want to display an image in the Score column based on the results, select Image, and then select from the Image List drop-down box the image you want to display. 8. If you want to change the label of the Score Column, type the label in the Display Label textbox. 9. If you want to select a column from the current Metric, select the column from the Source Column drop-down box. 10. If you want to select another column to compare to the Source column, select the column from the Target Column drop-down box. 11. If you want to specify how close two numbers can be before it is determined that there is no change, type it in the Fudge Factor textbox. 12. Click OK to return to the Dashboard Metric form. 13. Click OK to return to the main Dashboard Metrics form. 28 of 51

29 The Chart Tab The Chart tab in the Dashboard Metric form is accessible when the Dashboard Metric Designer is enabled. The tab enables you to select the chart type to use for the Metric. The user can add, edit, delete and sort the Chart Series from this tab. The Chart Series are the different parts of the chart. Most charts can use a single series. (enable you to prioritize the chart you select by repositioning it in the table below) Print (enables you to print the list of charts) Edit (enables you to edit the chart you select) Add (enables you to add a chart to the master table) 29 of 51

30 To Add Metric Series 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to modify. 3. Click Edit. The Dashboard Metric window displays the General tab. 30 of 51

31 4. Click the Chart tab. 31 of 51

32 5. From the Chart Type drop-down box, select the type of chart you are creating. 6. Click Add. The Metric Series window displays. 7. In the Description textbox, specify a description for the series. 8. From the X Label Column drop-down box, select a label for the values in the chart. 9. From the Y Value Column drop-down box, select a value for the chart. 10. From the Series Color drop-down box, select the color for the chart series. 11. From the Chart Type drop-down box, select a chart type. 12. If the selected series only applies to a single KPI, select the applicable option from the KPI drop-down box. 13. Click OK to return to the Dashboard Metric form. 14. Click OK to return to the main Dashboard Metrics form. 32 of 51

33 The Preview Tab The Preview tab in the Dashboard Metric form displays the Metric as it will appear when displayed to the end user in the Dashboard Viewer. Once displayed, you can zoom in/out of the chart. The details of the Metric are provided in a table beneath the chart. 33 of 51

34 To Preview a Metric 1. Go to Maintenance Business Intelligence Dashboard Metrics. The Dashboard Metrics form displays. 2. From the Metrics table, select the Metric you want to work with. 3. Click Edit. The Dashboard Metric window displays the General tab. 34 of 51

35 4. Click the Preview tab. 5. If you want to display the Metric for a specific department, click the Department checkbox, and then select the department from the drop-down box. 6. Use the button if you want to zoom in and out of the Dashboard. 35 of 51

36 Dashboard Designer The Dashboard Designer form enables you to use and/or combine a group of Dashboard Metrics into a single view, (e.g., Visit Counts by Area for this week vs. last week vs. last year and Client Counts by Status Reason for this month vs. this month last year). Dashboards control the number and orientation of multiple Dashboard Metrics. For security reasons, you can assign Metrics to user groups. You are responsible for ensuring that the Metrics in the Dashboards should be viewed by the attached user groups, (e.g., if the dashboard has client counts on one metric and employee pay rates on another, users who should not see the employee pay rates should not be assigned the Dashboard). Dashboards that are not assigned to any groups are visible in the Dashboard Designer. You can view your Dashboards by running them as reports. There are two sample dashboards available for use, which you can import from the Dashboard Designer form. Dashboards are stored as.pdd files. Keep in mind that, prior to importing a dashboard, you must use SQL Server Management Studio to run the corresponding.sql script on your Procura database. If you want to install more than one Dashboard, you can run multiple.sql scripts. Up/Down arrows (enable you to prioritize the Metric you select by repositioning it in the table below) Print (enables you to print the list of Metrics) Add (enables you to add a Metric to the Dashboards table) Up/Down arrows (enable you to prioritize the Dashboard you select by repositioning it in the table below) Groups (enables you to combine Dashboards into user groups) Preview (displays the selected Dashboard in the Preview area) Print (enables you to print the list of Dashboards) Edit (enables you to edit the Dashboard you select) Add (enables you to add a Dashboard to the master table) 36 of 51

37 Department (activates a drop-down box that enables you to specify the department you want to work with in the preview area below) 37 of 51

38 To Add a Dashboard 1. Go to Maintenance Business Intelligence Dashboard Designer. The Dashboard Designer form displays. 38 of 51

39 2. Click Add above the Dashboards table. The Dashboard window displays. 3. In the Description textbox, type a unique name for your Dashboard. 4. In the Reference Number textbox, type a unique number for imports/exports. 5. In the Rows scroll box, specify the number of rows you want in your Dashboard, to a maximum of In the Columns scroll box, specify the number of columns you want in your Dashboard, to a maximum of In the Auto Refresh Timer scroll box, specify the number of minutes that you want to pass before the Dashboard is refreshed. 8. Click OK to return to the Dashboard Designer form. 39 of 51

40 To Add a User Group to a Dashboard 1. Go to Maintenance Business Intelligence Dashboard Designer. The Dashboard Designer form displays. 40 of 51

41 2. Select from the Dashboards table the Dashboard you want to work with. 3. Click Groups. The Dashboard User Groups window displays. 4. Move from the Available table to the Attached table the user groups you want to add. 5. Click Close to return to the Dashboards Designer form. 41 of 51

42 Appendices Access Rights for Dashboards The first requirement is to obtain licensing permission to the Procura Dashboards. The most expedient method of accomplishing this objective is to connect with the Procura Help Desk and/or your account manager. After the license option is enabled, Procura will generate four new Access Rights. The access rights are as follows: Access Right Purpose Dashboards Dashboard Designer Dashboard KPI s Dashboard Metrics Data Collection - Data Methods Must be granted in order for the user to view Dashboards. Dashboards are located on the Reports and the Manager menus. In order to view a Dashboard, the user must be part of a User Group that this access right has been assigned to. System Administrator access to Dashboard Designer located on the maintenance menu under Business Intelligence. System Administrator access to Dashboard KPI s located on the maintenance menu under Business Intelligence. System Administrator access to Dashboard Metrics located on the maintenance menu under Business Intelligence. SQL Procedure uses an SQL Server stored procedure for data retrieval against the current Procura database and is only valid for MS SQL Server. Stored procedures must start with "pp_dashboard". SQL Query uses a raw SQL select statement for data retrieval against the current Procura database. External SQL Procedure uses a SQL Server stored procedure for data retrieval against an external database and is only valid for MS SQL Server. Stored procedures must start with "pp_dashboard". External SQL Procedures require a definition of a connection string that determines the database and credentials for logging into the other database. If users are connecting to the current Procura using database authentication and the connection string, that database authentication is passed forward, (i.e, procura user). External SQL Query uses a raw SQL select statement for data retrieval against an external database. This can be used to access data from any ADO accessible platform, including Oracle, MSSQL, Sybase and Excel spreadsheets (via ODBC). The Data Method Connection String is used only for external types. It is an optional property that allows user to build an ADO connection string for use when connecting to an external database. 42 of 51

43 Dashboard Date Types The Date Type drop-down box allows users to specify the date range that will be passed to the Metric KPI for returning data. The following types are available: Hard Coded - allows user to define hard coded dates that do not roll forward based on the current date. Day-Current - passes the current date to the KPI Metric Day-Previous - allows the user to define the number of days. It passes the previous X days (not including the current day) to the KPI. Example: 4 would be Last 4 days. Day-Previous-Single - allows the user to define the number of the day. It passes the Xth day ago to the KPI. Example: 4 would be 4 days ago. Day-Next - allows the user to define the number of days. It passes the next X days (not including the current day) to the KPI. Example: 4 would be Next 4 days. Day-Next-Single - allows the user to define the number of the day. It passes the Xth day from now to the KPI. Example: 4 would be 4 days from now. Week-Current - passes the current week to the KPI Metric. The week start is controlled by the KPI setting or the Metric setting (if set). Week-Current-To Date - passes the current week as the start and the current date as the end to the KPI Metric. The week start is controlled by the KPI setting or the Metric setting (if set). Week-Previous - allows the user to define the number of Weeks. It passes the previous X Weeks (not including the current Week) to the KPI. Example: 4 would be Last 4 Weeks. Week-Previous-Single - allows the user to define the number of the Week. It passes the Xth Week ago to the KPI. Example: 4 would be 4 Weeks ago. Week-Previous-Single-To Date - allows the user to define the number of the Week. It passes the Xth Week ago as the start and end uses start plus (days between current week start and current date) to the KPI. Example: 4 would be 4 Weeks ago. Week-Next - allows the user to define the number of Weeks. It passes the next X Weeks (not including the current Week) to the KPI. Example: 4 would be Next 4 Weeks. Week-Next-Single - allows the user to define the number of the Week. It passes the Xth Week from now to the KPI. Example: 4 would be 4 weeks from now. Week-Next-Single-To Date - allows the user to define the number of the Week. It passes the Xth Week from now as the start and end uses start plus (days between current week start and current date) to the KPI. Example: 4 would be Next 4 Weeks. Month-Current - passes the current Month to the KPI Metric. Month-Current-To Date - passes the current Month as the start and the current date as the end to the KPI Metric. Month-Previous - allows the user to define the number of Months. It passes the previous X Months (not including the current Month) to the KPI. Example: 4 would be Last 4 Months. 43 of 51

44 Month-Previous-Single - allows the user to define the number of the Month. It passes the Xth Month ago to the KPI. Example: 4 would be 4 Months ago. Month-Previous-Single-To Date - allows the user to define the number of the Month. It passes the Xth Month ago as the start and end uses start plus (days between current Month start and current date) to the KPI. Example: 4 would be 4 Months ago. Month-Next - allows the user to define the number of Months. It passes the next X Months (not including the current Month) to the KPI. Example: 4 would be Next 4 Months. Month-Next-Single - allows the user to define the number of the Month. It passes the Xth Month from now to the KPI. Example: 4 would be 4 Months from now. Month-Next-Single-To Date - allows the user to define the number of the Month. It passes the Xth Month from now as the start and end uses start plus (days between current Month start and current date) to the KPI. Example: 4 would be Next 4 Months. Quarter-Current - passes the current Quarter to the KPI Metric. The year start is controlled by the KPI setting or the Metric setting (if set). Quarter-Current-To Date - passes the current Quarter as the start and the current date as the end to the KPI Metric. The year start is controlled by the KPI setting or the Metric setting (if set). Quarter-Previous - allows the user to define the number of Quarters. It passes the previous X Quarters (not including the current Quarter) to the KPI. Example: 4 would be Last 4 Quarters. Quarter-Previous-Single - allows the user to define the number of the Quarter. It passes the Xth Quarter ago to the KPI. Example: 4 would be 4 Quarters ago. Quarter-Previous-Single-To Date - allows the user to define the number of the Quarter. It passes the Xth Quarter ago as the start and end uses start plus (days between current Quarter start and current date) to the KPI. Example: 4 would be 4 Quarters ago. Quarter-Next - allows the user to define the number of Quarters. It passes the next X Quarters (not including the current Quarter) to the KPI. Example: 4 would be Next 4 Quarters. Quarter-Next-Single - allows the user to define the number of the Quarter. It passes the Xth Quarter from now to the KPI. Example: 4 would be 4 Quarters from now. Quarter-Next-Single-To Date - allows the user to define the number of the Quarter. It passes the Xth Quarter from now as the start and end uses start plus (days between current Quarter start and current date) to the KPI. Example: 4 would be Next 4 Quarters. Year-Current - passes the current Year to the KPI Metric. The year start is controlled by the KPI setting or the Metric setting (if set). Year-Current-To Date - passes the current Year as the start and the current date as the end to the KPI Metric. The year start is controlled by the KPI setting or the Metric setting (if set). Year-Previous - allows the user to define the number of Years. It passes the previous X Years (not including the current Year) to the KPI. Example: 4 would be Last 4 Years. Year-Previous-Single - allows the user to define the number of the Year. It passes the Xth Year ago to the KPI. Example: 4 would be 4 Years ago. Year-Previous-Single-To Date - allows the user to define the number of the Year. It passes the Xth Year ago as the start and end uses start plus (days between current Year start and current date) to the KPI. Example: 4 would be 4 Years ago. 44 of 51

45 Year-Next - allows the user to define the number of Years. It passes the next X Years (not including the current Year) to the KPI. Example: 4 would be Next 4 Years. Year-Next-Single - allows the user to define the number of the Year. It passes the Xth Year from now to the KPI. Example: 4 would be 4 Years from now. Year-Next-Single-To Date - allows the user to define the number of the Year. It passes the Xth Year from now as the start and end uses start plus (days between current Year start and current date) to the KPI. Example: 4 would be Next 4 Years. SQL Query/SQL Procedure The SQL/SQL Procedure text box enables the user to specify the SQL query/procedure. You can select, type or load the SQL to be used here. The query/procedure should take into account the parameters that will be passed from the Dashboard Viewer. These datetime - Date Range datetime - Date Range varchar(80) - Drilldown ID if KPI is going to a target of a Drilldown which requires varchar(14) - Automatically passed based on the user that is currently logged in. If using External SQL Types, this paramter should not be part of the SQL since it is very unlikely that the internal Procura User ID will exist in the external varchar(14) - Passed via the Dashboard Viewer to allow for filtering by will be passed a Null value if not filtering by department. Stored procedure definitions must have all required parameters. For example: varchar(80) = varchar(14) = varchar(14) = null The SQL Query select statement uses the parameters by including them in the SQL Text. For example: select c.area, count(*) totalvisits from visits v inner join clients c on (v.client_id = c.client_id) where v.visitstart and v.visitstart group by c.area The select statement does not need the parameters. However, this is not recommended since the filters on the Dashboard Viewer will not change the output, which can affect server performance. 45 of 51

46 To Run a Dashboards Script File in SQL Server Management Studio 1. Open the.sql script file that corresponds to the dashboard you want to import. 46 of 51

47 2. From the Available Databases drop-down box, select the database on which you want to run the script file. 3. Click Execute. 47 of 51

48 To Import a Dashboard File into Procura 1. Go to Maintenance Business Intelligence Dashboard Designer. The Dashboard Designer form displays. 48 of 51

49 2. In the Dashboards table, right-click and select Import. The Import Dashboard from File window displays. 49 of 51

50 3. Browse for and select the.pdd file that corresponds to the dashboard you want to import. The Dashboard File Import form displays. 4. Click Import to return to the Dashboard Designer form. 5. Click Groups. The Dashboard User Groups window displays. 50 of 51

51 6. Move from the Available table to the Attached table the user groups you want to add. 7. Click Close to return to the Dashboards Designer form. 8. If you want to view your dashboards, select Dashboards from the Reports or Management menu. 51 of 51

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