ReportsNow. Dashboards Part 2. V7.0_April 15,

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1 ReportsNow Simple reporting for all business users Dashboards Part 2 V7.0_April 15, 2016 Support@ReportsNow.com Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 1 of 61

2 Topic 8 Intermediate Steps: Editing a Basic Dashboard Using our Sales Order Detail Ex, let s implement some of the data shaping functionality just learned. In our earlier discussion we mentioned that some report design criteria might take place on a DAS report and others on a Dashboard report. One example is filtering. In our earlier discussion we kept it simple and decided that the DAS report and the Dashboard would be filtered by the Report Parameters and filters inside the DAS report, like the screenshot below. In this topic we are going to show the other method: standard filtering within the Dashboard report. These filter requirements will only impact the dashboard output and not the DAS report. This distinction is important because we are leveraging our DAS report to create the dashboard report, and changes on the dashboard report won t impact a standalone DAS report one that may be a scheduled report on Automator or used as a published (public) report. If the filtering created by the designer should only apply to the Dashboard, then designers may make the filtering occur there. The same will hold true when creating dashboard calculations through the calculation expression editor vs. a new calculated column in the DAS report. Note: Filtering and calculation expressions created on the dashboard may impact performance more than if the same were created in the DAS report because a standard Read/ Write query statement will be invoked, interrupting processing to perform a dashboard calculation and/or filtering. Focusing on your Dashboard tab, focus on the Chart Data Item in our Sales Order Detail Ex. Then either right click on the data item display for the chart or go to the Data tab on the ribbon menu. Select Edit Filter. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 2 of 61

3 In the Filter Editor, select the ellipses ( ) visual assist. Select Add Condition. The first And condition is Customer Begins with If we had more Arguments with other columns, clicking on the blue Customer field would display other selections to build our filtering criteria. Next, focus on the green words Begins with. Note your choices for operands. Pick the desired one, e.g. >/ Does not equal. Next click on the true condition <enter a value>, e.g. we will choose JDE demo data s Central Gas Stations Note: As mentioned in the earlier training topic, regarding toggles: 1) the blank box to manually type in a static value or the dropdown window to select a valid value, 2) clicking the pencil and bringing up the visible arguments and hidden criteria fields to select a valid value, or 3) clicking on the paper-shaped icon toggling to the System and DAS Variables and Dashboard Parameters you may have created. 1a) 1b) Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 3 of 61

4 2) 3) For our demonstration we chose Central Gas Stations Your data will be different. When we select OK, the Data Visualization Item will exclude Central Gas from our Chart. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 4 of 61

5 Click on the Chart Data Item and drag in another Argument, like Or Ty. Next, drag a field into the Dimensions area of the Data Section, like Branch Plant. The dimension selection is the designer s hidden or invisible criteria, like Equal to M30 used to view only that Branch Plant. Next, right click in the display area of the Chart or via the Data ribbon menu. Select Edit Filters. Click on the plus sign (+) and add another condition. (We will assume the Condition remains as an AND statement shown in red.) Click on the blue wording to select the Branch Plant value. Set the operand for Equals and click in the white box to select M30 from your Branch Plant valid values list. Obviously your data will not match ours for Branch Plant selection. Click OK. Notice your display in the Chart. Only M30 data is displayed. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 5 of 61

6 Designers may get into more complex filtering conditions as needed. To do so, click on the ellipses visual assist to add another expression, like Or. Then build the conditional logic. Reminder, to clear filtering designers may right click on the Data Visualization Item or go to the Design tab to Clear Filters. Click Save. Still leveraging our Sales Order Detail Ex, we will implement some sorting elements. Focus on your Chart Data Item. Then select the dropdown arrow next to the Customer Argument. Select Sort Descending. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 6 of 61

7 Go back to the dropdown next to the Customer Argument. Select Sort By. Notice the Sort By options. We want to add a value that will appear in this dropdown list. Choose the field Actual Ship Date from our list of Column fields and drag to the Measures data section. Click the dropdown arrow next to the Actual Ship Date and change to Min. Go back to the dropdown next to the Customer Argument. Select Sort By. Notice the Sort By options (screenshot below). Select Actual Ship Date. As discussed in the training earlier, hidden data items impact the display output but their presence is invisible to the end- user. Dimensions impact the Filtering option while Measures impacts the Sort By options. Click Save. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 7 of 61

8 Instead of doing a Sort By on Actual Ship Date, let s change our sort for Customer to a Top N, the Top 5 Sale Amount. On the the Customer Argument, select the dropdown arrow on Actual Ship Date and select the sort for Top N. When the Top N Values editor opens, check Enabled. Change your Count to whatever value you desire, e.g. 5. If you care to see the items outside the top 5 displayed and totalled as other place a check in the Show Others value box. Click OK. Note the data sorting change. Note: To edit or undo the Top N, right click on the Argument field of the item to change and select the dropdown list. Click on Top N and the editor window will redisplay. To disable, uncheck Enabled. Click Save. Next, let s use our same dashboard report and evaluate the totaling of the Chart s Value section of the data item controller. Focus on the Value for Sale Amount. Select the dropdown arrow and choose the totaling or summation of the value(s), like Count. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 8 of 61

9 Note the change in totaling. Click Undo. Save report. Using our same exercise example, maybe you prefer to group your Arguments by Actual Ship Date instead of using Order Type (Or Ty). Focus on the Chart display. Right click and Clear Filters. Then drag off the Or Ty from Arguments. Drag Actual Ship Date from the data item browser and choose a grouping value of Quarter. Notice your Customer sales showing by Quarter. Click Undo as desired to return back to your previous layout or Save as desired. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 9 of 61

10 Next, let s check the hover help display format for the Sale Amount in the Chart display. The display defaults to a display value that matches the data type, e.g. Sum assumes a default currency vs. Count vs. Alpha. We learned, designers may change the entire dashboard numeric format by selecting Currency on the Home ribbon menu or the individual data visualization item may be overridden. To override the Chart s currency setting, e.g. shown in millions, select the dropdown arrow next to the Sale Amount Value. Select Format. In the Numeric Format edit window, set the settings as desired. Click OK. Hover over your display and note the currency format. In our basic dashboard discussion in Topic 5, we added a calculation to the DAS Report that would be shown and used for designers or subscribers seeing that report. Let s revisit the discussion that was deferred to this point. Designers may desire to create a field or calculated field at the Dashboard layer that is not a part of the actual DAS Report. Instead of creating our example calculation of a special factor Sale Amount in the DAS report, maybe we create that expression in the dashboard. Click on the Data Source menu ribbon. Select the Add Calculated Field icon. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 10 of 61

11 In the Expression Editor, click on Fields and double click each field below, pausing to insert the operand in the middle of the screen. Your expression should look something like the screenshot to the left. Note your new data source field that displays in the window to the left of the Dashboard Data Items. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 11 of 61

12 Next, highlight the new field and right click on it and select Rename. Title the field Sale Amount 2. Once the field is renamed, drag it into the Value data section and drag off the Sale Amount field. The display of our data should be the same since the math behind both calculations is the same, but this calculated field is on the dashboard, only. Notice your output: Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 12 of 61

13 Topic 9 Interactivity: Master Filtering/ Drill-Down Designers may control filtering across other Data Visualization Items via Master Filtering and also through Dashboard Drilldowns (not to be confused with DAS Burst Drilldowns inside a DAS report window). Master Filtering Master Filters allow Data Visualization Items in Dashboards to be used as filters against other Data Visualization Items. Mastering filtering for dashboard items can be divided into four groups by filtering: Selection Mode, Filter Elements, Range Filter, and Dashboard Item Group Interaction. 1. Selection Mode - Data visualization items allow designers to enable master filtering by specifying the single or multiple selection mode for the following dashboard items: Chart Grid Pies Cards Gauges Choropleth Map Geo Point Maps Two Types of Master Filters: The Master Filter item supports two selection modes: I. Multiple Master Filter - Allows end-users to select multiple elements in the Master Filter data item (e.g. Choropleth Map) that changes the related sub data vislualization item(s) (e.g. Pie chart, Bar chart) based upon a user s highlighted selections. For example, select two states with the CTRL key held down on a Choropleth Map that then changes other selected data visualization items output for a sales volume Bar chart and sales manager percent breakout Pie chart based on those two states. II. Single Master Filter - Allows end-users to select only one element in the Master Filter item that then changes the related sub data visualization items based upon a user s selections. For example, select a state on a Choropleth Map that then changes another selected data visualization item s output for a sales volume Bar chart based on that state. Note: Using a Single Master Filter, was designed assuming that the dashboard user is either always focusing on one criterion or the Single Master Filter is turned off, e.g. will always click a bar chart to filter for each Customer or for each BU or Company. There is no clear toggle in the data visualization item s title block as appears for multiple master filtered items. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 13 of 61

14 To enable/disable master filtering, use the Multiple Master Filter or Single Master Filter buttons in the Data Ribbon tab. Note: If the selected dashboard item contains several types of elements that can be used for filtering, the Ribbon or Toolbar will provide the appropriate sub-level Target Dimensions buttons to switch between these types (e.g., the Arguments and Series buttons in the Chart). Filtering Across Data Sources: When different items in a dashboard are bound to different data sources, e.g. two separate DAS reports, etc., designers may specify that a particular Master Filter should be applied across data sources, Cross-Data-Source Filtering. As of DAS 7, fields are matched by their full names and output type. For fields in other data sources to be affected by Master Filtering, their names must match the name an structure of the field in the current data source, e.g. AN8 (Address Number) to AN8. For instance, Gross Amount and AP Amount will not be treated as matching fields. To enable filtering across data sources, use the Cross-Data-Source Filtering button in the Ribbon Menu Data tab. Preventing Items from Being Filtered Designers may prevent specific dashboard items from being affected by Master Filters by selecting the Ignore Master Filters button in the Ribbon Menu Data tab related to that data visualization item. 2. Filter Elements - Filter elements represent a special type of dashboard visualization item for applying filtering to other dashboard items. Instead of switching between standard master filtering modes, filter elements allows end users to switch outputs using check boxes and radio buttons in lieu of highlighting and clicking. These data visualization items allow users to select a single value or multiple values just as Multiple Master and Single Filters allowed, however sub-data selection is controlled through a stand-alone data visualization item. There are 3 such choices: Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 14 of 61

15 Combo Box: After selecting a Combo Box filter, a new Data Visualization Item for Combo Box appears. Designers may then drag Data Items Controller criteria used to filter the dashboard items, i.e., Gross Amount in the screenshot. Then select the desired value(s) from the dropdown list and only those value appears for the other data items, i.e M. List Box: After selecting a List Box filter, a new Data Visualization Item for List Box appears. Designers may then drag Data Items Controller criteria to be used to filter the dashboard items, i.e., Gross Amount in the screenshot. Then select the desired values by placing checkmarks on items or check All items. Only those value appears for the other data items, i.e M, -1.06M, etc. Tree View: After selecting a List Box filter, a new Data Visualization Item for List Box appears. Designers may then drag Data Items Controller criteria to be used to filter the dashboard items, i.e., Vendor Number in the screenshot. Then select the desired values by placing checkmarks on items or check All items. Only those value appears for the other data items, i.e. all vendors with transactions of $9K, etc. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 15 of 61

16 How to select one of the 3 types - On the Home ribbon menu, designers may select the Filter Elements dropdown to choose three additional means of filtering: Combo Box, List Box, or Tree View. Combo Box - If the designer inputs the Combo Box dashboard item, end users may select a value(s) from the drop-down list. The designer may set the combo box type in the ribbon Design tab as Standard or Checked. The Standard type allows end-users to select only a single value. The Checked type allows end-users to select multiple values in the invoked drop-down list. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 16 of 61

17 List Box - The List Box dashboard item allows end-users to select a value(s) from a list. Designers may switch the list box type in the ribbon Design tab. The Checked type allows end-users to select multiple values in the list box. The Radio type allows end-users to select only a single value in the radio group. Tree View - The Tree View dashboard item displays values in a hierarchical tree structure and allows end-users to expand/collapse nodes. Designers may manage the initial expanded state of filter values using the Auto Expand button in the Design ribbon tab. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 17 of 61

18 Note: Filter Elements do not support Master Filter selection modes discussed earlier for multiple and single master filters, but instead end users may switch the selection mode by changing the type of the required filter element like standard, checked, and show all. Clear/Show All - Filter Elements provide the capability to specify whether to toggle on and off the Show All button to clear previously set filter elements. Data Binding Using Filter Elements The Dimensions in the data items controller section on Filter Elements accepts dimensions used to provide filter values for the Filter Elements as follows: Dashboard Item Data Sections Description Combo Box The Combo Box filter element may contain several dimensions at the Dimensions data section. In this case, the drop-down list will contain combinations of dimension values. List Box The List Box filter element may contain several dimensions at the Dimensions data section. In this case, the list will contain combinations of dimension values. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 18 of 61

19 Tree View The Tree View filter element allows end users to display dimension values in a hierarchical way. This may be the set of dimensions with different group intervals (for instance, Year/Quarter/Month) or the set of related dimensions (for instance, geographical data such as continents/countries/cities). 3. Range Filter Range Filter is a special type of dashboard item that displays a data visualization item with selection slide bars or thumbs and allows users to filter out values displayed along the Argument axis by dragging the thumbs, capturing data between the two thumbs. Designers select a range of items by merely dragging the thumbs to the desired range. The first screenshot shows the range wide open. The second show a narrowed range by merely dragging the thumbs or slide bars. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 19 of 61

20 The Values section contains data items against which the vertical Y-coordinates of data points are calculated, typically amounts or quantities. The Arguments section contains data items that provide values displayed along the horizontal x- axis of the Range Filter, typically what the values represent, e.g. sales by customer. Filtering is performed based on these values. The Series section contains data items whose values are used to create chart series and describes different types of series that can be displayed within Series, e.g. by order type or by some date(s). T To switch between series types, click the options button next to the required data item in the Values section. In the invoked Series Type dialog, select the required series type and click OK. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 20 of 61

21 Designers may also do this process by using the buttons in the Series Type group of the Design ribbon tab. Range Filters supports the following Series Types. Line Stacked Line Full-Stacked Line Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 21 of 61

22 Area Stacked Area Full-Stacked Area Master filtering is always enabled for the Range Filter dashboard item. Cross-Data-Source Filtering: As mentioned in other topics, to enable filtering across data sources based on like fields for the Range Filter, use the Cross-Data-Source Filtering button in the Data ribbon tab. Ignore Master Filters: Designers may enable/disable ignoring of other master filter items using the Ignore Master Filters button in the Data ribbon tab. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 22 of 61

23 4. Dashboard Item Group - Dashboard Item Group allows desingers to manage interaction between dashboard items in and out of the group. The dashboard item group serves two main purposes: I. Combine dashboard items within the dashboard into a separate layout group. II. Manage interaction between dashboard items within and outside the group. For instance, designers may combine related filter elements and data visualization dashboard items into a group, e.g. a Chart and List Box. To create a Group, select the Group button in the Home ribbon tab. Designers may drag other Data Visualization Items into the Group data visualization window, e.g. drag in a Chart and a List Box. Note: A dashboard item Group may not be added to another Group. The dashboard item group provides the capability to manage interaction between dashboard items within and outside the group. As mentioned in Master Filter topics, the Master Filter button allows designers to specify whether the current group is disabled. Master filter items contained within the group will filter only dashboard items from this group. The Ignore Master Filters button allows designers to isolate dashboard items contained within the group from being filtered using external master filter items. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 23 of 61

24 Drill-Down Dashboard provides another Master Filtering option, the Drill-Down feature that is not to be confused with DAS drilldowns in the DAS Report. Dashboard drill downs allow end-users to change the detail level of data displayed in a dashboard item. The Drill- Down feature enables users to drill down to display detail data, or drill up to view more general information. Enable Drill-Down - To enable Drill-down designers must first have several data dimensions or a hierarchy of fields in the appropriate data items controller section. Obviously in the screenshot examples below, if Category existed but not Sub-Category and/or Product, there would be no lower level detail to drill into. The following dashboard items support the Drill-Down feature. Chart Grid Pies Cards Gauges Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 24 of 61

25 To begin, the designer must establish enough drill-down field elements for one of the data visualization item types listed above. For example, in the screenshot to the right, we have a Chart whose main argument is to display the Vendor and their summed Gross Amount, e.g. Clear View Specialists We have added the sub-level detail arguments to see activity for a Due Date (Year) and then beneath that the activity by Doc Ty. Clear View s example data has activity in the year 2005, and for 2 Doc types, PD Debit Memo and PV Payable Voucher. To enable drill-down and display these lower detail layers, select the Drill-Down button in the Data Ribbon tab (or the menu). button if using the toolbar Notice the new arrow icon in the upper right hand corner. It is disengaged when at the highest level. If we left click on Clear View Specialists, it will drill down to the Due Date Year level. If we click on the Year 2005, it will drill down to the Doc Ty level. To drill up, click on the arrow in the upper right hand corner. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 25 of 61

26 Target Dimensions: Master Filters and Drill Downs may offer Target Dimension selections based on the Data Visualization Item type. When a selected dashboard item contains layered data, e.g. several arguments or several series, the Data ribbon menu provides alternate format buttons to switch between these types allowing for master filtering or drilldowns at varying sub-level definitions. For example, in the screenshot below the Chart has multiple Series and the display for drill down is set to Series allowing the end-user to drill down on one of the years in the Bar Chart. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 26 of 61

27 Topic 10 Conditional Formatting Conditional Formatting provides designers capability to apply formatting to dashboard visual elements whose values meet the specified condition. This feature allows desiners to highlight specific elements using a predefined set of rules with imagery like up and down arrows, set coloring schemes and highlights, etc. that provide visual cues to the viewer. Conditional Formatting Overview Comparison rules used in conditional formatting may be divided into the following groups. Value - Allows designers to compare static values (such as Greater Than, Less Than, Between, etc.). Top-Bottom - Highlights a specific number of topmost/bottommost values. Average - Highlights values above the average value or below the average value. Icon Ranges - Allows designers to apply formatting by displaying specific icons for different ranges of values. Designers may select a predefined set of icons or use a specific icon for each range. Color Ranges - Allows designers to apply formatting using specific colors for different ranges of values. Designers may select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. Gradient Ranges - Allows designers to apply formatting using gradient color scales. A Date Occurring - Allows designers to highlight date-time values that fall into a specified interval. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 27 of 61

28 Expression - Allows designers to use complex conditions to apply formatting. Designers may also pass dashboard parameters to expressions. Designers may create comparison rules for measures or dimensions. The table below lists format conditions that may be applied to different types of data items. Data Item Supported Format Conditions Measure Value Top-Bottom Average Icon Ranges Color Ranges Gradient Ranges Expression String Dimension Value with the condition type set to Equal To, Not Equal To or Text that Contains Expression Date-time Dimension Value Icon Ranges Color Ranges Gradient Ranges A Date Occurring for dimensions with the continuous date-time group interval Expression Create a Format Rule To create a new rule that applies formatting according to the required condition, do the following: 1. Choose a measure/dimension by whose values a format condition will be calculated. Click the down arrow for the data section that applies, select Add Format Rule. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 28 of 61

29 2. Choose the condition and value, e.g. Less Than. This invokes the dialog that depends on the selected format condition and the type of dashboard item to type your conditional value, e.g Next, specify appearance settings applied to elements whose values meet the specified condition, e.g. a red flag. Specify the data item to whose values conditional formatting is applied using the Apply to combo box. e.g. Quantity Ordered in our example. If the appearance applies to a row in the Grid for this data item, check apply to row. Note: Designers may create a format rule for one data item and apply new appearance settings to the other data item. They may also create format rules for hidden measures and apply formatting to values of visible data items. Note: Different dashboard items provide differing capabilities for creating a new format rule. 4. The first rule is applied. Repeat new rule format steps as necessary, e.g. quantity greater than 100 green. The net result is a quick visual cue to see customers who may be above and below desire unit thresholds. Customize Appearance Settings As observed in our last step when creating a new format rule, designers may select the required appearance settings applied according to the current format condition. All format conditions allow for customizing appearance settings in a similar manner. For instance, the Value format condition allows a designer to specify appearance settings in the following way: The Appearance tab in the new rule format window allows the option to choose the predefined background color/font. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 29 of 61

30 The Icons tab allows the option to choose the predefined icon. Using the Custom Appearance area in the Appearance tab allows custom additions to the presets. To add a new preset, click an empty square. This invokes the Custom Style Settings dialog, allowing the option to specify the required appearance settings. In this dialog, designers may specify the Background/Foreground colors and Text color and settings. Click Create to add a preset. The created preset will be displayed in the Custom Appearance area. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 30 of 61

31 Edit a Format Rule To edit format rules for the selected dashboard item, click the Edit Rules button in the Home ribbon tab. Or go back to the data section item and use the down arrow to select Edit Rules data. This invokes the Edit Rules dialog containing existing format rules for this dashboard item to perform the following actions: To edit the selected rule, use the Edit button or double-click the required rule. To delete the selected rule, use the Delete button. To reorder format rules, use the Up and Down buttons. Reordering of rules allows designers to specify the priority of rules from higher (a bottommost rule) to lower (a topmost rule). To enable/disable the required rule, use the corresponding check box on the left column. To create a new rule, click the Add button and select the required format condition. The calculated by combo box allows designers to select the measure/dimension by whose values a format rule is applied. To filter format rules by the specified data item, e.g. Quantity Ordered (Sum) rules, use the Filter by combo box. To clear all rules for the specified data item, use the Clear Rules button in the data item's context menu. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 31 of 61

32 Value The Value format condition allows designers to compare static values (such as Greater Than, Less Than, Between, etc.). The following condition types are supported for measures or date-time dimensions: Greater Than Greater Than or Equal To Less Than Less Than or Equal To Equal To Not Equal To Between Not Between Text That Contains Format Condition Description Can be applied to Greater Than/Greater Than or Equal To The Greater Than/Greater Than or Equal To format conditions allow you to apply formatting to elements whose values are greater than/greater than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in green if their values are Greater Than Measures or date-time dimensions Less Than/Less Than or Equal To The Less Than/Less Than or Equal To format conditions allow you to apply formatting to elements whose values are less than/less than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in red if their values are Less Than Measures or date-time dimensions Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 32 of 61

33 Equal To/Not Equal To The Equal To/Not Equal To format conditions allow you to apply formatting to elements whose values are equal to/not equal to the specified value. For instance, the following image displays a Grid dashboard item whose Sales Person cells are filled in blue if their values are equal to 'Robert King'. Measures, string or date-time dimensions Between/Not Between The Between/Not Between format conditions allow you to apply formatting to elements whose values are between/not between the specified values. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in orange if their values are Between and Measures or date-time dimensions Text That Contains The Text That Contains format condition allows you to apply formatting to elements whose values contain the specified text. For instance, the following image displays a Grid dashboard item whose Sales Person cells are in cyan if their values contain the Measures, string or date-time dimensions Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 33 of 61

34 'An' text. Top-Bottom The Top-Bottom format conditions allow designers to highlight a specific number of topmost/bottommost values. You can specify this number as an absolute or percent value. The following condition types are supported for measures: Top N Bottom N Format Condition Description Can be applied to Top N The Top N format condition allows you to apply formatting to elements whose values are ranked at the top. For instance, the following image displays a Grid dashboard item whose top 3 Extended Price values filled in green. Measures Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 34 of 61

35 Bottom N The Bottom N format condition allows you to apply formatting to elements whose values are ranked at the bottom. For instance, the following image displays a Grid dashboard item whose bottom 40 percent Extended Price values are filled in red. Measures Average The Average format conditions allow designers to highlight values above or below an average value. The following condition types are supported for measures: Above Average Above or Equal Average Below Average Below or Equal Average Format Condition Description Can be applied to Above Average/Above or Equal Average The Above Average/Above or Equal Average format conditions allow you to apply formatting to elements whose values are above/above or equal to the average. For instance, the following image displays a Grid dashboard item whose Extended Price values that are above average (~ ) filled in green. Measures Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 35 of 61

36 Below Average/Below or Equal Average The Below Average/Below or Equal Average format conditions allow you to apply formatting to elements whose values are below/below or equal to the average. For instance, the following image displays a Grid dashboard item whose Extended Price values that are below average (~ ) filled in red. Measures Icon Ranges Icon Ranges allow designers to use predefined or custom sets of icons to apply conditional formatting to different ranges of values. To format values according the required condition, click the Data Item menu button, select Add Format Rule Icon Ranges. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 36 of 61

37 Choose the required icon set. This invokes the Range Set dialog containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons. This dialog allows designers to change the following options specific to Icon Ranges. The Format Style combo box allows for changing the icon set used to apply formatting. The Use % ranges check box specifies whether the percent or absolute scale is used to generate ranges. Note: This option is not available for date-time dimensions. To change the icon displayed for values corresponding to the specified range set, click the button next to the required icon and select a new icon. Select No Style to disable the indication for the required range. Designers may change range boundaries by specifying the required values. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 37 of 61

38 Note: A new value should fall into a range between corresponding values of the previous and next range. To change the comparison logic for the required range, click the comparison sign and select the required option. The greater or equal sign includes the smallest value of the current interval while the greater sign excludes the smallest value from the current interval and includes it in the next interval. Use the Add and Delete buttons to add new ranges or delete the selected range in a range set, respectively. Note that new range is added below the selected range. Color Ranges Color Ranges allow designers to use predefined sets of colors to apply conditional formatting to different ranges of values. They may also use custom appearance settings for specific ranges. To format values according the required condition, click the data item menu button, select Add Format Rule Color Ranges. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 38 of 61

39 Select the required icon set. This invokes the Range Set dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item example displays the default formatting applied using the predefined set of 3 colors. This dialog allows designers to change the following options specific to Icon Ranges. The Format Style combo box allows designers to change the color set used to apply formatting. The Use % ranges check box specifies whether the percent or absolute scale is used to generate ranges. Note: This option is not available for date-time dimensions. To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. Select No Style to disable the indication for the required range. Designers may change range boundaries by specifying the required values. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 39 of 61

40 Note: A new value should fall into a range between corresponding values of the previous and next range. To change the comparison logic for the required range, click the comparison sign and select the required option. The greater or equal sign includes the smallest value for the current interval while the greater sign excludes the smallest value from the current interval and includes it in the next interval. Use the Add and Delete buttons to add new ranges or delete the selected range respectively. Gradient Ranges Gradient Ranges allow designers to use predefined color gradients to apply conditional formatting to different ranges of values. Designers may also use specific colors to generate custom gradients. To format values according the required condition, click the Measure menu down arrow. Select Add Format Rule Color Ranges. Note: Same concepts apply to Bar, Bar Color Ranges, and Bar Gradient Ranges as discussed thus far. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 40 of 61

41 Choose the required color gradient. This invokes the Gradient Ranges dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. This dialog allows for changing the following options specific to Gradient Ranges. Number of ranges allows designer to specify the number of ranges used to classify values. Click the Generate Ranges button to generate a new gradient scale according to the specified number of ranges. The Use % ranges check box specifies whether the percent when checked or absolute scale is used to generate ranges when not checked. Note: This option is not available for date-time dimensions. To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows designers to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. To learn how to specify a custom color, use the concepts discussed earlier when choosing a blank Custom Appearance box. Designers may change range boundaries by specifying the required values. Note: A new value should fall into a range between corresponding values of the previous and next range. To change the comparison logic for the required range, click the comparison sign and select the required option. The greater or equal sign includes the smallest value in the current interval while the greater sigh excludes the smallest value from the current interval and includes it in the next interval. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 41 of 61

42 A Date Occurring A Date Occurring format condition allows designers to highlight date-time values that fall into a specified interval. Note that this format condition may be applied to dimensions with the continuous date-time group interval, e.g. Month- Year on Actual Ship Date. To format values according the Date Occurring condition, click the menu button of the required dimension and select Add Format Rule A Date Occurring. This invokes the A Date Occurring dialog that allows designers to select a date-time interval(s) whose value should be formatted. The following intervals are supported: Is beyond this year - Dates that follow the current year. Is later this year - Dates of the current year starting from the following month. Is later this month - Dates of the current month that follow the next week. Is later this week - Dates of the current week starting from the day after tomorrow. Is next week - Dates that belong to the following week. Is tomorrow - Tomorrow. Is today - Today. Is yesterday - Yesterday. Is earlier this week - Dates of the current week that are prior to yesterday. Is last week - Dates of the previous week. Is earlier this month - Dates of the current month that are prior to the previous week. Is earlier this year - Dates of the current year that are prior to the current month. Is prior to this year - Dates that are prior to the current year. Empty - Does not specify any condition. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 42 of 61

43 Beyond - Dates that belong to the month in three-months time and beyond. ThisWeek - Dates that belong to the current week. ThisMonth - Dates that belong to the current month. MonthAfter1 - Dates that belong to the following month. MonthAfter2 - Dates that belong to the month in two-months time. MonthAgo1 - Dates that belong to the previous month. MonthAgo2 - Dates that belong to the month two months ago. MonthAgo3 - Dates that belong to the month three months ago. MonthAgo4 - Dates that belong to the month four months ago. MonthAgo5 - Dates that belong to the month five months ago. MonthAgo6 - Dates that belong to the month six months ago. Earlier - Dates that belong to the month seven months ago and earlier. Expression An Expression format condition allows designers to use complex conditions to apply formatting. To format values according to the Expression condition, click the menu button of the required data item and select Add Format Rule Expression. This invokes the Expression dialog that allows designers to specify the required expression. For instance, the following image displays a Grid dashboard item whose rows are filled in green if the Extended Price/Quantity values are greater than 150,000 and 7,500, respectively. Designers may pass static values when creating conditions or pass a dashboard parameter to apply conditional formatting dynamically. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 43 of 61

44 Topic 11 Coloring The Dashboard Designer provides the capability to manage coloring of dashboard item data section elements. Designers may choose whether to use a global color scheme providing consistent colors for identical values across the dashboard or a local color scheme that provides an independent set of colors for each dashboard visualization item. The Dashboard Designer also allows designers to edit colors automatically assigned from the default palette. Coloring Concepts The Dashboard Designer provides the capability to color dashboard item elements by associating dimension values/measures and specified colors. Note: The Chart dashboard item does not allow designers to manage coloring for the financial series. Color Schemes The dashboard provides two ways for coloring dashboard item elements: 1. Use a global color scheme that provides consistent colors for identical values across the dashboard. The image below shows the dashboard containing Pie and Chart dashboard items. Pie segments and chart series points corresponding to 'Beverages', 'Condiments' and 'Diary Products' dimension values colored using identical colors from the default palette. To use global colors for coloring dashboard item elements, click the Global Colors button in the Design ribbon tab. Important: When a global color scheme is used, the dashboard reserves any automatically generated colors for certain values regardless of the filter state. 2. Using a local color scheme that provides an independent set of colors for each dashboard item. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 44 of 61

45 To use local colors for coloring dashboard item elements, click the Local Colors in the Design ribbon tab. Important: When a local color scheme is used, the dashboard reassigns palette colors when the filter state is changed. Note: By default, the dashboard colors dimension values/measures use the default palette that contains 20 unique colors. Coloring Dimensions and Measures Dashboard items allow designers to manage coloring individual dimensions or all dashboard item measures using predefined coloring modes. Coloring Mode Description Default Dimension values/measures are colored by default. To learn how specific dashboard items color their elements by default, see Default Coloring. Hue Dimension values/measures are colored by hue. If coloring by hue is enabled, a data item indicates this using the indicator. None Dimension values/measures are colored with the same color. To specify the coloring mode for the required Dimension, click the dimension's menu button and use the Color by submenu. For instance, the image below shows the Chart dashboard item whose 'Country' dimension is colored by hue. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 45 of 61

46 To specify the coloring mode for dashboard item Measures, click the menu button of any measure and use the Color by submenu. For instance, the image below shows the Pie dashboard item whose measures are colored by hue. Note: If enabling coloring by hue for several dimensions/measures, all combinations of dimension values/measures will be automatically colored using different colors from the default palette. Default Coloring The list below describes specifics of default coloring for different dashboard items. A Chart dashboard item colors different measures and series dimensions by hue. A Pie dashboard item colors different measures or argument dimensions by hue. When in a Chart for example, the default hue for all the items may be one color, whereas other data visualization items like a Pie are colored by default. To see the default hues designers may highlight, i.e. an Argument, and choose the dropdown arrow next the desired items, e.g. Sold To. Then pick Color By and the hue. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 46 of 61

47 Customizing a Color Scheme The Dashboard Designer provides the capability to edit colors contained in global and local color schemes changing default colors and hue colors for the respective data visualization items. Designers may select the required color from the default dashboard palette or specify a custom color. Invoke a Color Scheme Dialog To edit colors, use the Color Scheme dialog. Designers may invoke this dialog in the following ways: To edit colors in a global color scheme, focus on the Global Colors button and then engage the Edit Colors button in the Home ribbon tab or the Edit Colors button in the dashboard item's Design ribbon menu. To edit colors in a local color scheme, Select the Local Colors button and then engage the Edit Colors button in the Design ribbon menu. For example: A Chart dashboard item whose dimensions and measures are colored by hue using local colors. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 47 of 61

48 For this dashboard item when editing the Local Color Scheme, the dialog box will contain combinations of all dimension values and a specific measure. In this dialog, designers may perform the following actions: Edit automatically assigned colors or specify new colors. Add new values to a color table. Add new color tables containing values whose colors are not yet assigned. Edit Colors Locally or Globally Designers may customize automatically assigned colors in several ways. To retain the automatically assigned color for the selected value in the Local Color Scheme or Global Color Scheme dialogue box, right-click the required value in the Value column and select Retain this color or Retain All Colors. This reserves the current palette color for the selected value. Designers may select another palette color by clicking the value s color that should be changed in the Color column. To specify a custom color, click More Colors... and pick any color using the RGB or HSB color model in the invoked Select Color dialog. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 48 of 61

49 Designers may reset the customized color for the selected value by right clicking on the color item changed earlier and using the Reset menu item. To restore all the colors back to the defaults, select Reset All. Add a New Value Locally or Globally The Local or Global Color Scheme dialogs allow Designers to add a new data source value with the specified color in the selected color table. Normally, the dialogue box will show all values, e.g. all Customers or Sold To values, and assign default colors and hues to each. But let s assume the designer was looking at a dialogue list of current values for Sale Order Type, envisioned a new OR TY value was being added to their company next month, and wanted to designate that color manually, today. To do add a color to be assigned when that example occurs, click the New Value... button. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 49 of 61

50 In the invoked New Value dialog, specify the dimension values, e.g. OR TY of SZ, add the required measures and click OK. This creates a new value whose color can be specified as described in Edit Colors. Next, set the color. SZ is on the list of color scheme values for whenever the dashboard visualization item encounters that Order Type. Designers may remove manually added values by right clicking on the new value and using the Remove context menu item. Add a New Color Table In a similar vein, designers may choose to add more complex coloring schemes. For example, say the Designer wants to have a special color scheme if the Sold To or Customer, e.g , had an Order Type of SO. The default Chart is generic below. If we toggle on the hue for either the Sold TO argument or the Order Type argument, we see those respective chart colors related to all customers, including 55211, or its hue for order types that are SO. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 50 of 61

51 To add a special combination of values, a new Color Table may be created. Selecting the Local Color Scheme and then the Edit Color buttons, The Color Scheme dialog is invoked. First, we set the colors back to default and no hues on either Sold To or Order Type. Next, the Designers may add a new color table containing values whose colors are not yet assigned by selecting New Color Table. In the invoked dialog, highlight the data source columns(s) being utilized, e.g. Sold To and Order Type in our example, and click the > arrow to grab the values desired. Note: if the added table applies to dimensions, enable the 'MeasureNames' Dimension check-box if you need to add measures to a color table. If there is a requirement related to Text Groups or Date-Time Groups based on the data source column and type of data, use the appropriate dropdown selection for each. Once ready to proceed, click OK to add the color table to a color scheme. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 51 of 61

52 A new Local Color Scheme table window appears. Next, add New Values to the table as it relates to the combination(s) of AN8 (Sold To address #) and Order Types DCTO as desired, using our example. Click OK. Add a color. Repeat as necessary. Next, change the Color By for both arguments to Hue. The data visualization item will only show the new color if Hue is set as on for the field combination, Sold To and Order Type in our example. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 52 of 61

53 Topic 12 Advanced Steps: Dashboard Layout Now that we have covered the advanced concepts of the dashboard, let s apply them to our Sales Order Detail Ex. Using our Sales Order Detail Ex dashboard, we will create Master Filters between the Chart data item and the Grid data item. First, highlight the Chart data item display. Next, off the Data ribbon menu, click on Single Master Filter. Click on one of your chart bars and notice the other data visualization item(s) displays change with the selection based off the chart. Next, try and click on one of the Chart s bars, e.g. Mega Jewelry, and then use your Shift or CTRL key held down while clicking on a second bar. Notice that only one bar will highlight and not another. This is because you selected a Single Master Filter. If you want your displays based off of several Chart bar items, go back to the Data menu ribbon and select Multiple Master Filter. Next, try anew to use your Shift or CTRL key, selecting several bars in the chart while holding it down. Notice multiple highlighted items in the bar chart with the other displays change including related data. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 53 of 61

54 When a data item has a Multiple Master Filters selection, a funnel icon appears in the upper right hand corner to clear any previous filter selections. The assumption is that dashboard user will be changing displays to show all, one, or many values. As mentioned earlier, on a Single Master Filter, the assumption is that the dashboard user is either always focusing on one criterion or the Single Master Filter is turned off. Therefore, there is no clear filter functionality button. Next, you may decide that your Pie display should not be impacted by any other data item s master filter. To only impact the Grid with our Chart s master filter and not the Pie chart, focus on the Pie chart. Next, go to the Data ribbon menu. Select Ignore Master Filters. Then, select the Ignore Master Filters button. The Pie chart will ignore any other data item s master filter s impact. Notice how the Grid data item display has fewer choices when various items are picked in the Chart, but the Pie chart remains unchanged. Let s add a Drilldown to our dashboard. First, let s add a new Cards data visualization item to our dashboard. Go to the home ribbon menu. Click the Cards icon. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 54 of 61

55 Next, drag a data source value into the Actual area of the data section, e.g. Sale Amount. Then drag in some Series data items controller section criteria, like Branch Plant, Order Type, and Customer. Notice your new Cards 1 display. Next, go to the Data tab ribbon menu. Select the Drill Down. Then, click on one of the cards and notice how it drills down from the Branch Plant level to the Order Type level. The next click on an Order Type drills down to the Customer. To drill back up, click on the arrow in the upper right hand corner of the Cards data item. To add some visual cues to our dashboard, we will add some conditional formatting. For our Grid on Quantity Ordered we would like to see flags representing threshold criteria our business requires on orders less than 10 and greater to and equal 100. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 55 of 61

56 Focus on the Grid data visualization item. Then click on the down arrow next to Quantity Ordered in the data section. Hover over Add Format Rule, then Value, and then select Greater Than Or Equal To. In the dialog window type 100 for the value and select the Icons tab. Select the green flag. Select Apply. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 56 of 61

57 Repeat the steps to set a flag for Less Than to 10 and a red flag. Choose Edit Rules off the dropdown menu if you need to edit your choices. Next, let add some color hues to our bar chart. Focus on the Chart data visualization item. Select the down arrow next to the Customer data section Argument. Select Color by and then Hue. Notice the color changes. Go back to the Color by dropdown menu selection and set back to Default. Then repeat the same steps above on the Order Type Argument and display that level s hues. Notice different default colors. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 57 of 61

58 Earlier in our last topic, we mentioned many areas where colors may be customized beyond any default color schemes. In our Sales Order Detail Ex let s assume the Pie chart purple hues are too similar to distinguish. Focus on the Pie. Go to the Design tab ribbon menu. Select Local Colors and then, Edit Colors. Focus on the purple next to the item to change and click. On the Palette Colors pick a new color or choose More Colors and create one. Apply the change and notice review your Pie chart. Proprietary Property Copyright 2013, ReportsNow, All Rights Reserved V7.0_Apr 15,2016 p. 58 of 61