Contents. Dashboard Designer s Guide v Antivia Group Page 2

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2 Contents 1 Introduction What you need to know about Datasets How DecisionPoint manages data Understanding aggregation Aggregating measures in a dataset Aggregation functions Aggregating calculated columns How DecisionPoint populates components with data How drill works Working with sub datasets [Advanced] Manually adding sub datasets Automated sub datasets Connecting to your Data Connecting to your Enterprise Data Data Location Wizard Connecting to your Excel spreadsheet The local data import wizard Selecting your spreadsheet and data range Maintaining the data in your dataset Renaming your dataset Modifying your dataset Refreshing your dataset Replacing a dataset [Advanced] Multiple datasets [Advanced] Deleting datasets [Advanced] Viewing component datasets [Advanced] Re-parenting datasets [Advanced] Antivia Group Page 2

3 4.9 Purging unused datasets [Advanced] Introducing Expressions Expressions in DecisionPoint The Expression Builder Defining expressions Referencing objects in the current dataset Referencing objects in another dataset Referencing properties of components Using functions in expressions Calculated measures Calculated dimensions Using expressions with labels Managing datasets with the Object Panel How to manage datasets Result Columns Adding a Calculated column Column Properties Sorts Filters Creating filters with expressions Contributors Options Drill parent data source Aggregate results Apply filter pre-aggregation First N Rows Top Level Data Set Options (Enterprise Only) Enable Server Side Drill Apply Filter On Server Antivia Group Page 3

4 6.6.3 Ignore Remote Caching Automatically download data Refresh Every N seconds Explicit Refresh Triggers Only Hierarchies Laying out your dashboard Adding components to your dashboard Connecting components to data Automatically connecting components to data using Data Assist Manually connecting components to data [Advanced] Selecting multiple components Moving components on the canvas Copying components Aligning multiple components Working with Components Simple Styling Shared properties General properties Location Defining absolute heights and widths for components Targeting devices with different aspect ratios [Advanced] Alerts Behaviors Common Styles Data Display Components Additional properties of Data Display components Additional Styles of Data Display components Big Number Centigon Map Antivia Group Page 4

5 8.3.5 Crosstab Google Map Report SVG Map [Advanced] Scorecard Table Working with Data Navigation Components Additional properties of Data Navigation components Additional styles of Data Navigation components Ad-hoc Combo Box Drill Filter List Radio Button Tab Bar Tree Working with Charts Additional properties of Chart components Additional styles of Chart components Area Bar Bubble Column Combination Donut Gauge Horizontal Bullet Line Antivia Group Page 5

6 Pie Radar Scatter Sparkline Stacked Area Stacked Column Tree Map Vertical Bullet Waterfall Working with Interface components Additional properties of Interface components Dynamic styles of Interface components Check box Date Picker Ellipse Horizontal Line Horizontal Slider Image Label Progress Indicator Push Button Rectangle Spinner Submit Button Text Text Area Toggle Button URL Button Vertical Line Antivia Group Page 6

7 Vertical Slider Working with Containers External content Popout View Stack Choosing a theme for your dashboard Working with Pages, Views and Dialogs Setting up your dashboard What are pages, views and dialogs? Pages Working with the Object Browser Views Dialogs Shared properties General properties Behaviors Style Working with the Object Browser The Component View Previewing dashboards at design time Sharing dashboards Sharing dashboards with DecisionPoint TM Enterprise Sharing a dashboard to the DecisionPoint Server Creating Live Tiles in the Catalog Retrieving a shared dashboard Sharing dashboards with DecisionPoint TM for Excel Send by Save to File Server Share through Dropbox The mechanics of viewing dashboards Antivia Group Page 7

8 13 Appendix Display Formats Number formatting Conditional number format Prefix and postfix Date formatting Special none format Appendix Functions for Expressions Reference Operators Arithmetic Operators Comparison Operators Aggregate Functions Average Count Countdistinct Max Min Stdev Stdevp Sum Var Varp Date and Time Functions Date Dateadd Datediff Datepart Now Time Today Antivia Group Page 8

9 14.4 Logical Functions Cond False If iif True Lookup Functions Arrcat Col Column Containedin First Index Inlist Item Join Last List Lookup Param Path Getinfo Pathindex Select Username Val Value Math and Trig Functions Abs Antivia Group Page 9

10 Exp Log Ln Mod Power Rand Round Rounddown Roundup Null Handling Functions Coalesce isnull Null Statistical Functions Rank Text Functions Concat Concatenate Dateformat Find Format Left Len Lower Ltrim Mid Numberformat Replace Right Antivia Group Page 10

11 Rtrim Search Substitute Trim Upper Miscellaneous Functions RGB Antivia Group Page 11

12 1 Introduction This guide is aimed at dashboard designers who wish to get the most from DecisionPoint. It covers key concepts which once understood will make you a highly productive dashboard designer. It explains the process of connecting to your Enterprise data, creating dashboards with DecisionPoint and then sharing those dashboards with your user community. It acts as a detailed reference guide describing, for example, each of the visualization components available with DecisionPoint and the functions available to use in expressions. We recommend that you start by reading the sections entitled: What you need to know about Datasets, Introducing Expressions, Managing datasets with the Object Panel and Laying out your dashboard. Then refer to the other sections of this guide as and when you need them Antivia Group Page 12

13 2 What you need to know about Datasets 2.1 How DecisionPoint manages data DecisionPoint stores data as a two-dimensional set of rows and columns. DecisionPoint interprets this data as a series of dimensions and measures, which enables it to present a multi-dimensional view of data to an enduser. Each column in the dataset is treated as either a dimension or a measure: A measure is typically a quantity that is important to your business and that can be aggregated (totaled) at different levels (e.g. revenue, margin, number of employees, response time). In DecisionPoint measures are represented as pink spheres ( ). A dimension is a type of object that allows you to break down a measure in some way (e.g. order month, sales year, product type, country, department, customer number). In DecisionPoint dimensions are represented as blue cubes ( ). You define an object as being a dimension or a measure when you create a dataset or when you add a calculated column. Consider the following dataset: Product Color Revenue Number of Sales Dress Red Dress Blue Jacket Red Jacket Blue In the above example, Product and Color are examples of dimensions. Revenue and Number of sales are examples of measures Antivia Group Page 13

14 2.2 Understanding aggregation Aggregating measures in a dataset At the heart of DecisionPoint is a powerful data aggregation engine which provides the dynamic views of the data as you navigate through your dashboard. To control this aggregation, when you define a column as a measure, you can also specify how you want its data to aggregate. In our sample dataset we will aggregate both Revenue and Number of Sales using the SUM function. This means when we want to aggregate Revenue or Number of Sales to show them at a higher level, we will sum the values (this is very similar to applying the sum function to a range of values in Excel to calculate a sub-total). In the example above if we asked DecisionPoint to show Revenue by Product, DecisionPoint would sum up the Revenues for Dresses and then sum up the Revenues for Jackets, giving this result: Product Revenue (Aggregation = SUM) Dress 760 Jacket Aggregation functions Other aggregation functions are available in addition to SUM and these include: Function name average count countdistinct max min none Calculates the arithmetic mean of the values Returns the number of values Returns the distinct number of values Returns the maximum value Returns the minimum value Does not apply any aggregation Antivia Group Page 14

15 stdev stdevp sum var varp Calculates the sample standard deviation of the values Calculates the population standard deviation of the values Calculates the sum of the values Calculates the sample variance of the values Calculates the population variance of the values Aggregating calculated columns The NONE aggregation method is a special case and it is used when Adding a Calculated column. For example, in our sample dataset we do not have a column defined for average revenue, yet we can easily calculate it using an Introducing Expressions. In this case, the expression would be defined as: 'Revenue' / 'Number of sales' With aggregation set to SUM, DecisionPoint would evaluate the expression for each row and then SUM up the results. This works okay for the base data as it gives us: Product Color Revenue Number of sales Average Revenue Dress Red Dress Blue Jacket Red Jacket Blue However, if we wanted to view Average Revenue by Product then DecisionPoint would SUM up the row level Average Revenues giving us: Product Revenue (Aggregation = SUM) Number of Sales (Aggregation = SUM) Calculation performed by DecisionPoint Average Revenue (Aggregation = SUM) Dress (400/5) + (360/6) 140 Jacket (450/9) + (500/5) Antivia Group Page 15

16 This isn't what we want. Instead we need to set the aggregation type to NONE. This tells DecisionPoint not to aggregate the calculation but rather to calculate it after the other measures have been aggregated. In our example Revenue and Sales each have an aggregation type of SUM, so DecisionPoint will SUM up both of these objects before dividing the Sum of Revenue by the Sum of Number of Sales to produce the final result: Product Revenue (Aggregation = SUM) Number of Sales (Aggregation = SUM) Calculation performed by DecisionPoint Average Revenue (Aggregation = NONE) Dress / Jacket /19 50 This is the correct answer and using the NONE aggregation type ensures that calculated columns particularly percentages, ratios and averages are calculated correctly. 2.3 How DecisionPoint populates components with data When you add a component to DecisionPoint and connect it to a dataset (see: Adding components to your dashboard) the aggregation engine in DecisionPoint creates a new dataset for that component which reflects the level of aggregation in the component: Parent Dataset Inherit (Linked) Component Dataset Component So if the component is a table which just displays Product and Revenue then the new dataset will contain just this aggregated data: Antivia Group Page 16

17 Product Revenue Dress 760 Jacket 950 By default the component dataset inherits everything (formats, filters, calculations, labels, etc.) from its parent and the two remain connected so any changes made to parent the will automatically ripple down to the component dataset. However, the flexibility of having a separate but linked dataset for the component allows you to customize the component dataset, so it can present data differently to its parent. For example you can: Filter the data in the component dataset to only show a subset of the data from the parent dataset Apply different default sorts to the component dataset Add a custom column which is only visible to the component dataset Change the labels or display formats of objects inherited from the parent dataset This means a single top level parent dataset can power multiple components on your dashboard each of which can potentially present a different view of the source data. In our example dataset you could have one chart showing Revenue by Product, a second showing Average Revenue by Color and a third showing Number of Sales by Product. This flexibility is a big part of what makes DecisionPoint so powerful, enabling you to create sophisticated dashboards quickly, easily and without writing code. Note: If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ). 2.4 How drill works When you create a new dataset, DecisionPoint allows you to define hierarchies. Hierarchies are the drill paths you want to make available to your users to help them navigate to lower levels of detail in their data. For example: A time hierarchy allowing the user to drill from Year to Quarter to Month to Week to Date A geographic hierarchy allowing the user to drill from Country to State to City to ZIP code Antivia Group Page 17

18 A product hierarchy allowing the user to drill from Group to Category to Product Once you have defined your hierarchies drill is an inherent feature of DecisionPoint which is implemented automatically without you needing to do anything else. An example is using the time hierarchy from above in the case where the user was viewing a chart showing Year and Revenue. If the user clicked or tapped on a Year (e.g. 2013) then DecisionPoint would drill down to show Quarter and Revenue for the year Drilling down again on Q1 would then drill to show Month and Revenue but just for Q1 of By using a drill bar component DecisionPoint allows you to provide the user with navigation capabilities so they can drill back up the hierarchy or so they can drill across, in this case either to a different quarter or a different year. By default, when a user drills on a component this drill context is passed back up to the parent dataset which in turn tells all its other child components to drill. This enables you to keep all of the components in the dashboard in sync, automatically, without having to write code and means the dashboard behaves how the users expects. However, there may be times when you do not want to pass the drill back up to the component dataset. For example if you implement a pop-up view which shows a set of transactions and you want to allow the user to drill into these transactions without effecting the rest of the dashboard. In such cases you can set a property on the component dataset which tells it not to pass the drill context back to its parent dataset (see the Drill parent data source option). In this way, you have complete control over drill behavior. Additional Drill Option are available to DecisionPoint TM Enterprise systems. Please see Enable Server Side Drill Antivia Group Page 18

19 2.5 Working with sub datasets [Advanced] DecisionPoint support multiple levels of datasets. So as well as connecting parent datasets directly to component datasets you can also have several intermediate levels of sub-datasets and components can be connected to any top-level or sub dataset. Parent Dataset Inherit (Linked) Sub Dataset Component Dataset Inherit (Linked) Component Dataset Component Dataset Component Component Component As with component datasets, you can choose which Results Columns to include in a sub dataset and the sub dataset will be aggregated at this level. This allows you to remove dimensions from a sub dataset so it will be aggregated at a higher level than its parent dataset and will therefore contain less rows. This can be useful when creating certain calculations or to improve performance. Note: The Results Columns of a parent dataset become the Available Columns of its child datasets. So, if you remove several columns when you define the Results Columns of a sub dataset any components based on the sub dataset will show this restricted set of objects in their Available Columns list Antivia Group Page 19

20 A sub dataset inherits from its parent and the two remain connected so any changes made to the parent will automatically ripple down to the sub dataset. In turn any component connected to a sub dataset inherits everything from the sub dataset and any changes to the sub dataset also ripple down to the component dataset. Similarly any drill instructions from the component dataset are passed up to the sub dataset and on up the chain to the parent dataset, where they are then propagated to all dependent components, allowing you to keep everything in sync. Note: An exception to this is if you add new dimensions or measures to a parent dataset (for example when you add a new calculated column). As the purpose of sub-datasets is usually to produce a cut-down version of the parent dataset, new columns are not added by default. If you want to include the new columns you need to click on the subdataset and drag them from the Available Columns box to the Results Columns box. You can create sub datasets manually where you need to work with a different view of the data and share this across several components and under certain circumstances DecisionPoint automatically creates sub datasets for you Manually adding sub datasets By manually adding a sub dataset, you can create a view of your data that you wish to share with several components or that enables you to create calculations across data sets. For example: You could create a dataset to look at your top 10 customers by revenue using a filter based on the rank function (for more information on functions see the Appendix Functions for Expressions Reference) You could create sub datasets for This Month and Last Month using different date filters on each sub dataset and then create a calculation across the two datasets that looks at the Month on Month change to revenue To manually create a sub dataset: Switch DecisionPoint into Advanced Mode using the icon on the main tool bar From the Data Browser select the parent dataset or sub dataset you want to work with Press the drop down arrow next to 'add dataset' and choose 'add sub dataset' Note: After creating your sub dataset, you can rename it by double-clicking on its name where it appears in the Data Browser tree Antivia Group Page 20

21 You can then drag the columns you want to include in your sub-dataset from the Available Columns box to the Results Columns box. The DecisionPoint aggregation engine will automatically aggregate the data in the sub-data set to give the correct view of the data (just as it does for component datasets) Automated sub datasets Certain DecisionPoint components can act as selectors, e.g. combo boxes, tab bars, radio buttons, tables and charts (see the section on Working with Data Navigation Components). Selectors enable users to dynamically select data at run time which then filters the data displayed in other related components in the dashboard. When one of these selector components is connected to a dataset, either automatically through data assist (see Connecting components to data) or by manually dragging a dataset into the component, DecisionPoint automatically adds a Filtered sub-dataset to the dashboard. At the same time DecisionPoint automatically performs three additional actions: 1) The selector is attached to the parent dataset 2) The selector is added as a contributor under the filter area of the sub dataset (see the section on Filters for more information) 3) All components which were originally attached to parent dataset are moved to point to the filtered dataset This separates the filter from the data it is filtering in order to avoid circularities in the logic of the dashboard Antivia Group Page 21

22 As a dashboard designer you can add multiple selectors to your dashboard to enable users to filter their data in several ways. You can also connect multiple components to your automatically generated sub dataset to filter multiple components simultaneously in your dashboard. Parent Dataset Inherit (Linked) Sub Dataset Contributor Component Dataset Inherit (Linked) Component Dataset Selector Component Display Component Note: to stop sub datasets being created automatically switch off Data Assist ( the toolbar. Data Assist is switched on by default, you can change this in the DecisionPoint preferences (located under the File menu). The current state of Data Assist is stored for each dashboard so once you turn it off for a particular dashboard it will stay off until you manually turn it on again. ) on Antivia Group Page 22

23 3 Connecting to your Data 3.1 Connecting to your Enterprise Data Note: This section refers to connecting to enterprise data sources and only applies to DecisionPoint Enterprise. DecisionPoint for Excel users, please see the section Connecting to your Excel spreadsheet. DecisionPoint enables you to bring in data from your Enterprise Systems (see DecisionPoint DataCenter guides for more details on supported data sources). To bring data in from the server, you must have logged into a DecisionPoint Server when starting DecisionPoint Designer: Server URL: <supply the DecisionPoint Server URL supplied by your administrator> Username: <your username> Password: <your password> Authentication: <the system used to authenticate your credentials> Data Location Wizard When you create a new dashboard or when you choose 'add dataset' from the Dataset List you will be presented with the Data Location Wizard, which offers the option to Use a dataset on the server or Use a local dataset (see Connecting to your Excel spreadsheet). The wizard presents you with a tree of server-side datasets that are secured to your account. Traverse the tree to locate your required dataset. Select the dataset and press Finish. The selected dataset will now be available in your dashboard s Dataset List. 3.2 Connecting to your Excel spreadsheet DecisionPoint enables you to connect to an existing Excel spreadsheet and import a block of data into your dashboard. This block of data must be a two-dimensional set of rows and columns, where the columns contain the fields you want to import and the rows contain the records you want to import. For example: Antivia Group Page 23

24 A B C D 1 Employee No First Name Last Name Salary Mary Smith 40, Mike Jones 30, Sally Brown 35,000 When you import your Excel data you create a DecisionPoint dataset. You can learn more about datasets by reading the section entitled: What you need to know about Datasets DecisionPoint supports both the.xls and the.xlsx Excel file formats The local data import wizard When you create a new dashboard or when you choose 'add dataset' from the Dataset List you use the local data import wizard to bring in your Excel data Selecting your spreadsheet and data range Start by opening your spreadsheet from your computer's file system by clicking the button. Then tell DecisionPoint where the block of data you want to use is stored. Options available are: Default, in which case DecisionPoint will use the first block of data it finds at the top left of the first worksheet Named range, where you can use the drop down list to select a named range from within the spreadsheet Note: Named ranges can refer to non-contiguous range definitions (see the image below for an example), however you need to make sure that the number of columns and their contents match between the various sub-ranges Antivia Group Page 24

25 Selected range, where you can select the worksheet containing your data using the drop down list and then type in any valid Excel range into the Cell Range field. Note: non-contiguous are not supported as selected ranges, if you need to use a noncontiguous range then you should use a names range as in the example above. Check the First row contains column headings option if your spreadsheet contains column headers. In the example above column headings are included. Note: for speed, by default DecisionPoint imports your spreadsheet using the latest saved data within the spreadsheet. If you wish DecisionPoint to force the spreadsheet to be reevaluated before import, you can set this as a preference. Go to File > Preferences and ensure the Always evaluate Excel sheets during import option is checked Modifying your column definitions The next step of the wizard shows you a preview of your data and enables you to change the column definitions in your dataset. By default, DecisionPoint : Uses column headings if you selected first row contains column headings as object names, otherwise it names columns Column 0, Column 1, etc Antivia Group Page 25

26 Treats numeric columns as measures and date and text columns as dimensions Uses aggregation type of SUM for measure objects Note: For more information on objects and measures and aggregation types see: What you need to know about Datasets. To change the definition of a column, click on its header row. Attributes you can change are: Name Data Type options are NUMBER, STRING or DATE Object Type options are dimension or measure For example, you may have Year defined as a number and DecisionPoint treats this as a measure by default. Here you can change it to a dimension. Aggregation - only available for measures (for available aggregation types see: Aggregation functions). For example, you may have customer number defined as a NUMBER so DecisionPoint treats this as a measure with default aggregation of SUM. However, summing up customer numbers doesn't make sense, whereas changing this to COUNT would give a count of customers which is much more useful. Format - this is the display format for the object (e.g. $0.00, 0,000, DD MMM YYYY). For full details of available display format options see: Appendix Display Formats The next step of the wizard shows you a summary of the columns in your dataset and gives you another chance to modify the column definitions, if necessary. To modify a column definition at this stage, double-click in the cell you want to edit Define your data hierarchies The final step of the wizard allows you to create the hierarchies that will become the drill paths available to your users. For more information on hierarchies see: Note: If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ) Antivia Group Page 26

27 How drill works DecisionPoint creates a default hierarchy for you by taking all non-date dimensions columns in your dataset from shortest to longest (so the dimension with the fewest distinct values becomes the highest drill level and the dimensions with the most distinct values becomes the lowest level.) If the default is not suitable you can delete it using the red cross button ( ) To add a new hierarchy: Use the green plus button ( ). Enter a name for your hierarchy Drag from the list of available objects, which lists all of the dimensions in your data set, or click on an available object and use the arrow button to move it to the selected objects list Reorder your selected objects by selecting them and using the up and down arrow buttons. Note: you should have the highest level object in your hierarchy at the top of the list of selected objects and the lowest level object at the bottom You can add multiple hierarchies if necessary (e.g. one of time, one for geography, one for product). You can move between hierarchies using the drop down list underneath the hierarchies label in the UI Creating your own dataset manually in DecisionPoint You can also use the local data wizard to create your own dataset manually. We only recommend this for creating small datasets, as for anything larger it is much easier to enter the data in Excel and import it into DecisionPoint. To do this: Select create your own dataset from the first step of the wizard At the second step of the wizard: o Use the buttons on the right of the screen to add or remove columns and to delete rows o Enter data by clicking in the cell under the column headings o Define names, data types, object types, aggregation and formats for your columns as described previously Review your column definitions and define any hierarchies in your data as described previously Antivia Group Page 27

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29 4 Maintaining the data in your dataset In the DecisionPoint Designer you manage the data in your datasets using the Dataset List located at the bottom right of the screen. 4.1 Renaming your dataset You can rename your dataset by double-clicking its name in the Dataset List and then typing in a new name. 4.2 Modifying your dataset For embedded datasets (see Connecting to your Excel spreadsheet) by choosing the Modify Dataset button ( ) on the Dataset List toolbar, you can change column names, data types, object types, aggregation and formatting. Clicking the Hierarchies button will enable you to modify the hierarchies within your dataset. 4.3 Refreshing your dataset By choosing the Refresh Dataset button ( ) on the Dataset List toolbar, you can refresh your dataset with the latest data from the Excel spreadsheet or pull the latest data from the server that your dataset is based on. In this way you can develop your dashboard once and simply refresh it to update it with your latest data. Note: When you refresh a local Excel dataset, DecisionPoint matches object names in the dataset against column names (case sensitive) in the spreadsheet, so the order of the columns in the spreadsheet doesn't matter. If any columns have been added to or removed from the spreadsheet, then DecisionPoint will display the local data import wizard enabling you to map the new columns as required. 4.4 Replacing a dataset [Advanced] Sometimes you will want to change the dataset you use to refresh your dashboard against. To do this: Ensure DecisionPoint is in Advanced Mode (switch this on from the main toolbar, ) Select the drop down arrow to the right of the Refresh Dataset button ( ) From the list, choose Replace Dataset Antivia Group Page 29

30 For server datasets (Enterprise only), select the replacement dataset ensuring the dataset contains the required objects to support the dashboard For local Excel datasets, follow the steps through the local data import wizard, selecting the new spreadsheet, re-specifying column formats and hierarchies. For more details on the local data wizard see: The local data import wizard Note: DecisionPoint matches against existing columns using the column name (case sensitive), so the order of the columns in the new spreadsheet doesn't matter, so long as the old column and the new column share the same name. Any new columns are added as new objects in the top level dataset. 4.5 Multiple datasets [Advanced] A DecisionPoint dashboard can include multiple datasets. You can add multiple datasets from the same Excel spreadsheet or include datasets from different spreadsheets or, in the case of DecisionPoint Enterprise, server based datasets. Use the Add Dataset button ( ) on the Dataset List toolbar to add a new dataset into your dashboard. This will launch the local data wizard. For more details on the local data wizard see: Connecting to your Data Where you have more than one dataset in your dashboard and you add a new component onto the dashboard canvas you will have to manually connect the component to the correct dataset. For more information on how to do this see: Manually connecting components to data [Advanced] With multiple datasets, you also have the ability to create Custom Columns that allow you to perform calculation across datasets (e.g. to calculate a variance if your actuals are in one dataset and your budget figures are in another). The Select function enables you to calculate across datasets. 4.6 Deleting datasets [Advanced] If you want to remove one of your datasets, then use the Delete Dataset button ( toolbar. ) on the Dataset List Note: When you delete a dataset, any of its child datasets will be deleted, too so this option should be used with care. 4.7 Viewing component datasets [Advanced] When you add components to your dashboard, DecisionPoint creates a component for each dataset. For more information see How DecisionPoint populates components with data Antivia Group Page 30

31 To view the list of component datasets: Ensure DecisionPoint is in Advanced Mode (switch this on from the main toolbar, ( ) The Dataset List is now renamed the Data Browser Select the Detailed View button ( )from the Data Browser Click on the arrow next to the parent dataset to open it up and view its sub datasets and component datasets 4.8 Re-parenting datasets [Advanced] DecisionPoint stores datasets as a hierarchy, creating a dataset for each display component. Components can be attached to top level datasets or to sub datasets at any level of the dataset hierarchy. Sometimes you will want to move a dataset from one parent to another (e.g. from one sub dataset to another or from a top level dataset to a sub dataset). Note: if you move a sub dataset you also move all of its child datasets To move a dataset to a different parent: Ensure DecisionPoint is in Advanced Mode (switch this on from the main toolbar, ( ) The Dataset List is now renamed the Data Browser Select the Detailed View button ( )from the Data Browser Click on the dataset you wish to move and drag it to its new parent Note: if the new parent dataset doesn't contain all of the objects required by the dataset you are moving, DecisionPoint will display a warning and give you the option to continue or cancel the operation. 4.9 Purging unused datasets [Advanced] Sometimes after you have added and deleted several components there will be a number of unused datasets in your dashboard. To remove unused datasets you can use the Purge Datasets option. To do this: Ensure DecisionPoint is in Advanced Mode (switch this on from the main toolbar, ) Select the drop down arrow to the right of the Delete Dataset button ( ) From the list, choose Purge Datasets Antivia Group Page 31

32 5 Introducing Expressions 5.1 Expressions in DecisionPoint Much of the power and flexibility of DecisionPoint comes from its expression engine. Expressions can be used to: Create additional calculated values in a dataset Apply a restriction using a filter within a dataset Calculate the display value for a label Define an alert condition Define an object display format Define a color hint for display in a chart An expression is built up from functions, data objects, object properties, operators, and constants. Creating an expression is very much like creating a formula in Excel. For example: ='Margin' / 'Revenue' Where the "/" (divided by) operator acts on two data objects. =concatenate("values for ", yearlabel!text) Where the "concatenate" function is applied to join together a text constant and an object property. Expressions are created: 1) In the Filters pane of the Object Panel 2) In any property which has an expression button at its right hand end: Antivia Group Page 32

33 5.2 The Expression Builder Clicking the expression button brings up the expression builder which helps you construct your expression by providing suggestions as you type. Note: In the Filters pane of the Object panel the Expression builder is already visible at the bottom of the pane. The Expression Builder comprises three parts: Text area where the Dashboard Designer types the Expression Value Picker will list suggestions based on the current expression getting typed. Selecting a value from the list will insert the Value into the Text area near the current cursor position. Status bar list errors or help text As in Excel expressions start with an "=". This may be omitted in cases where only expressions are valid (e.g. when defining a calculated column's expression or a filter) but is required for all other cases (e.g. defining object properties) because in these cases an object property without a leading "= "is treated as literal text. Note: When you add an expression, if it is syntactically correct the background color of the expression builder will turn yellow. If you have a syntax error in your expression the background of the expression builder will turn red. Tip: To troubleshoot expressions in custom columns, add a table to your dashboard and include the custom column to see how the column is being calculated. For more complex expressions, break the expression down into smaller parts and test each part individually before bringing together to test the whole. 5.3 Defining expressions Basic expressions can be defined using simple arithmetic operators (e.g. +-*/). These expressions can reference components and datasets, and attributes of components and datasets Antivia Group Page 33

34 5.3.1 Referencing objects in the current dataset When referencing a results column from the current dataset you simply refer to the object name enclosed in single quotes. For example: 'Year' where 'Year' is a result column in the dataset where this expression is being referenced 'Revenue' * 'Gross Margin Percentage' where 'Revenue' and 'Gross Margin Percentage' are results columns in the dataset where this expression is being referenced Referencing objects in another dataset To refer to an object in another dataset you use the! to highlight the "belongs-to" relationship in the format datasetname!objectname. For example: 'Sales'!'Revenue' * 'Sales'!'Gross Margin Percentage' where 'Revenue' and 'Gross Margin Percentage' both belong to the Sales dataset Referencing properties of components All components have properties which can be referenced using an expression. Once again, the! is used to specify the belongs to relationship in the format componentname!property. For example: 'List 1'!selectedValue returns the currently selected value from the component called 'List 1' Using functions in expressions More complex expressions make use of one or more functions. Functions are defined using the following syntax: functionname(parameter1, parameter2, parameter3,, parametern) Parameters can be constants, formulas, or other functions and have one of the following data types: Antivia Group Page 34

35 String, a text value Number, a numeric value Date, a date represented as number of milliseconds since 01-Jan-1970 Boolean, TRUE or FALSE, the value 0 evaluates to FALSE, everything else evaluates to TRUE Expression, some functions take other expressions as parameters, e.g. the SELECT function Lists, a list of values, of any data type including lists of lists For a full list of functions available with DecisionPoint see the Appendix Functions for Expressions Reference. 5.4 Calculated measures Calculated measures are depicted as a pink circle with 3 dots ( ) in the dataset where they are defined and as a pink hollow circle ( ) when they are available in a child dataset. Measures can be created using simple expressions and setting the desired aggregation type. For example: Orders - 'Customer Id' (Aggregation type COUNT) Average Order Value - 'Revenue' / 'Orders' (leave aggregation type as NONE) More complex calculations sometimes require more than one measure to be created. For example: % SME Revenue SME Revenue - if('customer Type'="SME",'Revenue',0) (Aggregation type SUM) % SME Revenue - 'SME Revenue' / 'Revenue' * 100 (Aggregation type NONE) Last Month vs This Month % Last Month Revenue - sum(select("month Sales","Revenue",'.Year Month'=dateadd("month",- 1,'Year Month'))) (Aggregation type SUM) LM vs TM% - 'Revenue'/'Last Month Revenue'*100 (Aggregation type NONE) Antivia Group Page 35

36 5.5 Calculated dimensions You can created calculated dimensions as well as measures. When you add your new custom column check the "Create as dimension" box. Calculated dimensions are depicted as a blue cube with 3 dots ( ) in the dataset where they are defined and as a hollow blue cube ( ) when they are available in a child dataset. For example: Note: if you forget to define your calculated column as a dimension you can change its Object Type in the Column Properties. You will also need to change its Data Type to String or Date. Make and model - concat('brand'," - ",'Model') Year and Month - date(datepart("year",'date'),datepart("month",'date'),1) Super Customer Type - if('customer Type'="Individual","B2C","B2B") Note: to reference out of scope objects objects which aren't in the Results Column of the current dataset add the calculated dimension against the parent dataset. If you try to reference an out of scope object DecisionPoint will display an error (red background in expression builder). 5.6 Using expressions with labels You can use expressions within a label. In the text field of the label (found in the Properties panel when DecisionPoint is in Advanced mode) prefix the expression with an = sign. Note: labels are not bound to datasets, so you need to reference the dataset explicitly using the 'Dataset name'!'column Name' format. Column values in DecisionPoint are returned as a list, so for measures you will need to apply an aggregate function (e.g. SUM, MIN, MAX) to a measure or a list function to a dimension (e.g. FIRST, LAST, JOIN). See the Appendix Functions for Expressions Reference for more details on these functions. For example: =sum('laptop Sales.xlsx'!'Revenue') returns total revenue from the Laptop Sales dataset =format(sum('laptop Sales.xlsx'!'Revenue'),"$0,000") formats the total revenue from Laptop Sales as a currency Antivia Group Page 36

37 Tip: you can also use the MIN and MAX functions with Date objects, for example to display a date range. For example: =concat("from ",dateformat(min('laptop Sales.xlsx'!'Date'),"DD-MMM-YYYY"), " to ", dateformat(max('laptop Sales.xlsx'!'Date'),"DD-MMM-YYYY")) Antivia Group Page 37

38 6 Managing datasets with the Object Panel 6.1 How to manage datasets Datasets in DecisionPoint are managed through the Object Panel. To select the dataset you want to work with: For top level parent datasets that are connected to a data source click on the name of the dataset in the Dataset List to select it Note: This will enable you to define additional properties of the dataset such as calculated columns, default sort orders and data filters. This is in addition to the properties defined when you added the dataset by selecting a block of data from your Excel spreadsheet. For sub datasets, ensure you have selected Advanced Mode from the main toolbar( ), then open up the parent dataset in the Data Browser by clicking on the arrow to its left ( ), then select the sub dataset. You can add custom columns and apply different sorts and filters to customize your sub dataset. For more information on sub datasets, see Working with sub datasets [Advanced]. For components, select the component on screen and its dataset will appear in the Object Panel. Here you can choose which results columns to display, add custom columns, change sort orders, add filters, etc. For more information see How DecisionPoint populates components with data In the rest of this section we describe the use of each of the tabs in the Object Panel. 6.2 Result Columns The Results Columns tab is made up of 3 areas: A list of available columns. In the case of sub datasets and component datasets this is the list of columns inherited from the parent dataset The results column area. This is where you drag objects from the available columns that you want to include in your dataset o To remove objects from the results columns, drag them back out and drop them onto the list of available columns Antivia Group Page 38

39 Note: You may want to remove some objects from your parent dataset that were part of your spreadsheet but are not required in the dashboard. However, be careful not to remove objects that you want to display in dashboard components. Once you remove an object from the results columns of the parent dataset they are no longer visible to its child datasets. If you remove a column from the parent dataset by mistake you can drag it back from the available columns into the results columns. o To reorder results columns drag and drop the objects within the results column area o For component datasets this defines the objects you want to display in the component. For many components the order of the results columns is important. See Connecting components to data for more details Note: For sub datasets you choose those columns in the parent dataset that you want to be available to any components that are attached to the sub dataset by dragging them into the results column area. The column properties. These allow you to define additional characteristics of a column. See Column Properties for more details Adding a Calculated column You can add calculated columns to top-level parent datasets, sub datasets or component datasets. Calculated columns are always inherited by child datasets. Tip: if you want a calculated column to be available to several components add it to the parent dataset. To add a calculated column: In the Object Panel, click the green plus button ( ) towards the right hand side of its toolbar Enter a name for your custom column Check the 'create as dimension' box if you want your new column to be a dimension Optionally define display format, expression and other column properties. See Column Properties for more details Antivia Group Page 39

40 6.2.2 Column Properties All objects, whether defined as part of a top level data set or created as a calculated column share a common set of properties. Note: These properties are inherited down the dataset hierarchy. If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ) Name The name of the object as referenced in formulas and as displayed in the list of available columns and results columns in the Object Panel. Editable? Change the name of objects defined in a dataset by modifying the dataset Calculated column names are not editable Object Type Is this object a Dimension or a Measure? See How DecisionPoint manages data for more details. Editable? Yes for calculated columns. For objects defined in a dataset change by modifying the dataset Data Type Is this object a STRING, NUMBER or DATE? Editable? Yes for calculated columns defined as dimensions. For objects defined in a dataset change by modifying the dataset Aggregation Type Defines how DecisionPoint should aggregate the data in this column. See Understanding aggregation for more details. Applicable to measures only Antivia Group Page 40

41 Editable? Yes for calculated columns defined as measures. For objects defined in a dataset change by modifying the dataset Label The display label used in column headings (grid style components) or for axes labels or legends (chart components). In the simple case this is just a text string e.g. Revenue In more advanced cases, this can be an expression. For example: If you add a list box to the dashboard which is fed by a dataset that lets you choose between French and English, then the following expression could be used to change the label of a component: =if('language List'!selectedValue="French","Nom","Name") Editable? Yes Format The object s display format. In the simple case this is a literal value (e.g. $0.00). In advanced cases this can be an expression. For example: you could control the number of decimal places a column is displayed to using a combo box using the expression: =left(" ",'combo Box 1'!selectedValue + 2 ) (Assuming the combo box contained the values 1,2,3,4,5,6) Note: for performance reasons the format for columns is evaluated before the table is displayed which means that you CANNOT use a column format to change the format on a row by for basis so an expression like the following won t have the desired effect =if('sale Country'="United States","$0,000"," 0,000") If you do want to affect the format on a row by row basis then you can use the format function as part of a calculated measure, for example the above could be achieved by adding the following calculation to a table : Antivia Group Page 41

42 =format('sales', if('country'="united States", "$0.00", " 0.00")) For a full list of display formats see Appendix Display Formats Editable? Yes for objects defined with DATE or NUMBER data type Expression A DecisionPoint expression that defines how you want to calculate the column. In the simple case this could be a mathematical expression e.g. 'Revenue' 'Cost of Goods Sold' In advanced cases these can include formulas and Boolean logic, too. For example: datepart('order Date',"EEE") this would return the day of the week in short form e.g. Tue For more information on creating expressions see Introducing Expressions. Editable? Yes, for calculated columns at the level they were defined Render as HTML Treat the value of this column as a fragment of HTML, rather than a literal. For example: if the object returned <img src=" then with Render as HTML set to true, this would show an image when displayed in a component e.g. in a table cell. Editable? Yes Width Hint The width to allocate to the display of this column. This is used in grid type components, e.g. tables, scorecards, reports, cross tabs. If it is specified as a simple numeric value then it sets the width in pixels, if it is a number from followed by a % symbol it is interpreted as a percentage of the overall component width. If a width value it too small to display the contents of a column then it is ignored and a default value is used instead Antivia Group Page 42

43 Editable? Yes Color Hint Used with chart objects (e.g. bar, column, pie, donut, area, bullet) to define the colors of specific columns. The simple case is to specify a single color value for a dimension or measure. Colors are specified as a string and can be any CSS color value and can take the following forms :- A color name: e.g. red, green, blueviolet, A HEX color value: e.g. #00ff00, #ff2233 An RGB specifier : e.g. rgb(0,255,255) An RGBA specifier : e.g. rgb(0,255,255,0.5) An HSL specifier : e.g. hsl(120, 100%, 50%) An HSHA specifier : e.g. hsla(120, 100%, 50%, 0.3) for more details on valid color names see for more details on the other forms of specifier see For more advanced cases you can use expressions to specify the value of the color. For example, with dimensions to always display particular values, in particular colors, e.g. =if('product'="widget","#ffffff","#0000ff")) or with measures to create color coded alerting, e.g. =if('conversion Rate'<30,"red",green")). You can also use the rgb and rgba utility functions to set the shade of a color, e.g.: =rgb(255*'revenue'/'max revenue',0,0) Editable? Yes Antivia Group Page 43

44 Coordinate Hint Used with Centigon Map components to specify the latitude and longitude of a point to be plotted. This is specified as a string in the following form: latitude,longitude For example: 55.85,-4.25 It is most commonly specified using an expression of the following form: =concat(lat,,,lon) Where lat and lon are measures giving the respective numeric values for the latitude and longitude. Editable? Yes 6.3 Sorts Allows the Designer to specify an initial sort order for the data displayed in the component. To set the sort order, drag one or more objects from the Available Objects list. Change the sort order by toggling the up / down arrow on the right of each object. TIP: For best effect when sorting, define months and weeks as date objects in Excel. For example if cell A2 contains Order Date, then Order Month could be defined in an another cell on the same row as DATE(1980,MONTH(A2),1). In DecisionPoint you would give the Order Month object a format of MMM to only show the month portion. The values are still stored as full dates so they will be sorted as dates (and not alphabetically by month name). This is also the reasons that the months are all coded to the same reference year, if they were not then you would get repeated values when DecisionPoint aggregated them (for example 1-Jan-2014 and 1-Jan-2015 would both format on the dashboard as Jan, but would actually be different underlying values in the dimension) Sorts are evaluated from left to right in the list, so the leftmost object will enjoy the highest priority Antivia Group Page 44

45 6.4 Filters Creating filters with expressions To restrict the data within a dataset you can apply a Filter. For example, you could use a filter to just display data from a specific time period or a specific region. Filters are defined in the main panel under the filters tab. In the simple case you can use the expression builder to select the object you want to filter on, then choose one of the available operators (e.g. <, >, <=, >=, = or <>) and then click the LOV (list of values) button to choose the value you want to check for (e.g. 'Country'="Canada"). In the advanced case you can use the full power of functions and Boolean logic supported by DecisionPoint expressions to create a sophisticated data filter. You can also use brackets to control the order in which the expression is evaluated. For example: datepart('order Date',"MM") = datepart(today(),"mm") would only select orders placed this month 'Product' = "Fruit" and ('State' = "New York" or 'State' = "California") - would select records for fruit products for the states of New York or California. The filter expression can include values from outside the data in the component, for example from other components. The condition is evaluated for each row of the dataset and if the condition evaluates to true then the row is included and if it evaluates to false the row is excluded. For example: 'Customer Type' <> "Large Corporate" or 'Check Box'!selectedValue This would display all rows if the check box is checked (because in this case its selected value is true and so the whole condition would be true), if the check box is not checked then the condition will only be true when the customer type is not equal to Large Corporate. So the result is the check box has the effect of excluding or including the large corporate customers from the data Antivia Group Page 45

46 6.4.2 Contributors A further advanced use of Filters is to work with the Contributors list which allows you to filter a dataset dynamically based on the user changing the value of a selector component (see Working with Data Navigation Components). By default, DecisionPoint automatically adds contributors to datasets for you when you drag a selector component onto the dashboard canvas. However, if you are working in Advanced Mode you can also manually drag selector components from the component list under the Object Browser to the Contributors list of the sub dataset or component dataset you want it to filter. For more details see the section on Automated sub datasets. Note: you can use tables and charts as selectors, too. To do so, drag the table or chart from the component list under the Object Browser to the Contributors list of the sub dataset or component you wish it to filter. With charts the currently selected value can be used as a filter. With a table you can specify a maximum number of selected values using the max selections property in the properties panel. 6.5 Options If the filtered dataset doesn't include the dimension being filtered from the table or chart, select apply filter pre-aggregation in the options tab of the Object Panel for the filtered dataset Drill parent data source By default when a user drills on a component the drill action is passed back up to its parent dataset and then propagated down to all other child datasets. This keeps multiple components in a dashboard in sync. This behavior is explained more fully in the section that describes Note: If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ). How drill works. To stop DecisionPoint passing the drill action up to its parent, switch off Drill parent data source. You may want to do this, for example, if you ve created a pop-up dialog (see Dialogs) where the user can perform further data navigation but after the user closes the dialog, you want the underlying view to be as it was previously Antivia Group Page 46

47 6.5.2 Aggregate results Switch off to stop DecisionPoint aggregating data. This means each row in the underlying dataset will be displayed in the component Apply filter pre-aggregation This option gives you more control over how filters are applied to measures. For example, say you apply this filter 'Revenue' < By default, DecisionPoint will aggregate the results first and then exclude any rows from the final result set that have revenue less than 100,000. But, what if you don't want this? What if you want to exclude any transactions that are less than 100,000 before you aggregate the results? Switching on Apply filter pre-aggregation will do this for you and allow you to apply your filter to the base level data. Tip: This option also enables you to filter on a dimension which does not appear in the component's dataset. For example if you are showing Revenue by Country in a table and then add the filter Product = Fruit. Because Product is not part of this dataset then this filter has no meaning at this point. If, however, Product is a dimension in the parent dataset then applying the filter pre aggregation will have the desired effect First N Rows This option allows you to restrict the number of rows displayed in a dataset. You can use this with a sort in a component dataset as an easy way to rank data to show the top 10, bottom 25, etc. As of DecisionPoint version 4 R8 U1 this value can be populated with an expression as well a specific value. 6.6 Top Level Data Set Options (Enterprise Only) DecisionPoint provides several other options when you are working with a dataset sourced from the DecisionPoint Server (see Connecting to your Enterprise Data). To access these options click on a top level dataset in the Data Browser and navigate to the Options tab in the Object Panel Antivia Group Page 47

48 6.6.1 Enable Server Side Drill When working with larger data sets, DecisionPoint allows you to restrict the amount of data initially downloaded to the DecisionPoint client using server-side drill. With server side drill, as a user drills into lower levels of detail, DecisionPoint fetches additional lower level data from the server as needed to allow the user to roam over a large dataset. To set-up server side drill remove dimensions for lower level dimensions from the Result Columns of the toplevel data set. DecisionPoint will automatically aggregate the data to the correct level for the remaining dimensions. For example if you had a time hierarchy comprising order year, order month and order date, removing order date would cause the data to be aggregated at month level potentially reducing the number of rows in the client by a factor of 30. As the user drills down from year to month DecisionPoint will use the local data on the client, but as the user drills into a month, DecisionPoint will retrieve the additional order date information from the server but only for the selected month Apply Filter On Server Another way to reduce the data volumes in a dashboard is to tell DecisionPoint to apply the filter condition for the top-level dataset on the server. For example by applying a filter on Country and delegating this to the server, DecisionPoint would only retrieve data for the selected country, reducing the amount of data loaded. By linking the filter condition to a selector component (e.g. a list, radio button, or tab bar) the user could dynamically change country and each time DecisionPoint would go back to the server to fetch the new information Ignore Remote Caching Queries and Datasets defined on the DecisionPoint server (see DataCenter Guide) can be set to cache data (which reduces load on the underlying data source e.g. relational database, OLAP cube, SAP BusinessObjects system). With this option selected against the top-level data set, the Cache option on the server will be overridden and the underlying data source will be queried for the latest data Automatically download data By default data sets are populated with data when a dashboard opens up. By setting this option, the data load can be deferred Antivia Group Page 48

49 6.6.5 Refresh Every N seconds This option allows the designer to specify that data should be periodically refreshed (pulled from the server) after a specified number of seconds. Note: this option is only available if the data is not automatically downloaded (see Automatically download data) Explicit Refresh Triggers Only This option gives designers total control over when data is retrieved from the server. For example, the designer may set-up the dashboard so the data is only retrieved when the user performs a specific workflow (e.g. selecting a tab on a view stack). Typically, this will be implemented using a Behavior e.g. when shown then refresh my data. 6.7 Hierarchies By default a component will drill in sync with all hierarchies in its dataset. Here you can choose to include or exclude certain hierarchies providing finer control over the behavior of the component. See Note: If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ). How drill works for more details Antivia Group Page 49

50 7 Laying out your dashboard 7.1 Adding components to your dashboard Add components to the dashboard canvas by dragging them from the components list on the left of the screen and dropping them onto the dashboard canvas. You can move a component by clicking in it to select it and then hold your left mouse button down to drag it around the canvas. You can resize the selected component by dragging one of the grab handles. Grab handles on the corners can be dragged to resize both width and height. Grab handles on the top and bottom borders resize the Components height. Grab handles on the left and right borders affect the Component s width. 7.2 Connecting components to data Automatically connecting components to data using Data Assist By default DecisionPoint uses Data Assist to make it easy for you to connect data to your components. So when you drag a component onto the canvas, DecisionPoint automatically connects the component to your data set and populates the component with data. You can see which objects DecisionPoint is displaying in the selected component by looking at the Object Panel. You can easily switch which objects are being displayed by dragging objects out of the Results Column area to remove them and by dragging objects in from the Available Columns list to add them. You can re-order the displayed columns by dragging them around in the Results Column area. For more information on the types of Results Columns to include with different components see Working with Components Manually connecting components to data [Advanced] There are two cases where DecisionPoint will not automatically connect your component to your dataset: 1) When you are working with multiple datasets in your dashboard 2) If you switch Data Assist off, which you can do from the DecisionPoint toolbar ( ) Antivia Group Page 50

51 In both of these cases, to associate a dataset with your component, drag your chosen dataset from the Dataset List and drop it onto the component on the canvas. Then from the Object Panel you can choose which Result Columns you would like to display. You can also new drag a dataset onto an existing component in order to change its data source. 7.3 Selecting multiple components In DecisionPoint you can select multiple components on the canvas by: Selecting the first component, then holding down the CTRL or SHIFT key to select further components Or, dragging a selection band around the components you want to select Or, pressing the Select All button located towards the right hand side of the main toolbar. Note: this selects all components in the current view, dialog or page. Tip: If multiple components are selected, the component with the dark handles on it is the reference one which will be used for multi-component operations like aligning position or replicating width. The last component selected with CRTL-select or SHIFTselect is always the reference component. This means that if you have a number of components selected then you can hold CRTL or SHIFT down whilst de-selecting and re-selecting the component you want to be the reference. You can also select multiple components in the Object Browser, multiple objects can be selected by: Holding down the CTRL or SHIFT key as you click on the names of the objects you want to select in the object browser Selecting a single object's name in the object browser and then pressing the up or down arrow keys whilst holding the SHIFT key down. 7.4 Moving components on the canvas To move components in DecisionPoint, select one or more components (see Selecting multiple components) and then move them around on the canvas by either: Antivia Group Page 51

52 Clicking in one of the components to drag your selection to its desired location Using the cursor (arrow) keys to move the component around. Note: by default DecisionPoint uses Snap to grid to locate components. To reduce the grid size or switch off snap to grid go to File > Preferences and then select the Dashboard tab. You can temporarily turn snap to grid off by holding the ALT key down as you move components. 7.5 Copying components To copy components in DecisionPoint, select one or more components (see Selecting multiple components) and then: Right click on the mouse and choose Copy Go to Edit > Copy Use the keyboard shortcut CTRL+C Note: you can also use Cut (keyboard shortcut CTRL+X) if you want to move components to another page, view or dialog. To paste components, switch to the page, view or dialog where you want to copy them to and then: Right click on the mouse and choose Paste Go to Edit > Paste Use the keyboard shortcut CTRL+V Tip: After copying components you can edit their Results Columns to show a different view of data this is a quick way to set-up several components that have similar properties (e.g. copy a bar chart showing Revenue by Month and change the text to show Revenue by Region). 7.6 Aligning multiple components To simplify the layout of your dashboard when working with multiple components (see Selecting multiple components), DecisionPoint provides a number of alignment tools located on the right hand side of the main toolbar: Antivia Group Page 52

53 Align the left edges of the selected components. Uses the left edge of the last selected component as the alignment point. Align the right edges of the selected components. Uses the right edge of the last selected component as the alignment point. Align the top edges of the selected components. Uses the top edge of the last selected component as the alignment point. Align the bottom edges of the selected components. Uses the bottom edge of the last selected component as the alignment point. Align the centers of the selected components. Uses the center of the last selected component as the alignment point. Align the horizontal middles of the selected components. Uses the horizontal middle of the last selected component as the alignment point. Make all selected components the same width as the last selected component. Make all selected components the same height as the last selected component. Center the selected component(s) horizontally in the current page, view or dialog. Center the selected component(s) vertically in the current page, view or dialog. Make the selected component fit the current view. Useful where you want to display a single component in a view or dialog. Shrink the selected view or dialog to be the same size as the selected component. Useful where you want to display a single component in a view or dialog. Tip: If multiple components are selected, the component with the dark handles on it is the reference one which will be used for multi-component operations like aligning position or replicating width. The last component selected with CRTL-select or SHIFTselect is always the reference component. This means that if you have a number of components selected then you can hold CRTL or SHIFT down whilst de-selecting and re-selecting the component you want to be the reference Antivia Group Page 53

54 8 Working with Components By default, the overall look and feel of your dashboard is dictated by the dashboard theme (see Choosing a theme for your dashboard for more details). As a Dashboard Designer you can fine-tune the look and feel of your dashboard by changing properties and styles to override some of the theme settings. Dashboard components share many common styles and there are additional shared styles that apply to groups of components. So in this section we start by looking at properties and styles that are shared by most components, then we look at each group of components and describe their additional common properties and styles. Finally we look at the unique properties and styles of each individual component, and for data-driven components we describe how you should order their results columns. 8.1 Simple Styling To override some basic styles of each component you can use the DecisionPoint toolbar, which enables you to: Change font setting including font family, size, bold, underline and italic Change component colors including the foreground color, background color and border color 8.2 Shared properties By switching on Advanced Mode from the DecisionPoint toolbar ( ) you can access the Properties panel on the right hand side of the screen. This gives you additional control over the display and behavior of each of the components in your dashboard General properties All components have a name and all data-driven components include an option to specify their drill behavior. Property Antivia Group Page 54

55 Name This is the name of the component. It is displayed in the Component List under the Object Browser and it is also used whenever you reference the component in an expression. Tip: We recommend that you change the name of the component to make it more meaningful which will make your dashboard easier to maintain. Drill when clicked Check box which specifies whether a component drills down to the next level of the hierarchy when the users clicks on: A bar, line or segment in a chart A cell containing a dimension object that is part of a hierarchy in a grid style component A highlighted location on a map The default is the drill is on Location Defining absolute heights and widths for components The location property gives you finer control over the position of a component on the dashboard canvas than you get from manually locating and resizing it using your mouse. Property X Y W H The location in pixels on the dashboard canvas of the left hand edge of the component. The left hand side of the dashboard is located at 0 pixels. The location in pixels on the dashboard canvas of the top edge of the component. The top edge of the dashboard is located at 0 pixels. The width of the component in pixels The height of the component in pixels Antivia Group Page 55

56 8.2.4 Targeting devices with different aspect ratios [Advanced] The Location Cross property enables Designers to create dashboards that can be viewed on multiple target devices that have differing aspect ratios by specifying a relationship between each component and the edge of the dashboard. For example for users with wider screens, you may want some components to be anchored relative to the edge of the screen so the components will move to take advantage of the extra space, and you may want other components to grow in height or width. To anchor a component relative to the edge of the dashboard, select the left, right, top or bottom box in the Location Cross by clicking it. If you want to anchor a component relative to the top right edge of the dashboard, for example, then you can select both the top and the right boxes. To allow a component to grow wider, select both the left and right boxes. In effect this anchors the component relative to both the left and right edges of the dashboard so on wider screens this forces the component to grow wider to honor the anchoring selection. Equally to allow a component to grow taller, select both the top and bottom boxes Alerts You can add color-coded alerts to the Big Number, Map and Scorecard and SVG Map components. You add alerts against one or more objects displayed in a component. Each object can have several alert conditions defined against it (e.g. to implement red, amber or green traffic lighting). Select the object and choose the Add button to create each alert condition Antivia Group Page 56

57 An alert condition combines an expression which returns a Boolean (true or false) value and a visualization style which is applied when the alert condition is true. To add a visualization style, select the alert condition and choose the Visualize button. Visualization styles include: Displaying one of a number of icons alongside the object in the component. You can control the size and color of this icon Changing any or all of the foreground color, background color or boldness of the cell where the object is displayed Alert conditions are evaluated from top to bottom and the first alert condition that evaluates to true is applied. You can change the order of the alert conditions by dragging and dropping them in the Alerts panel. You can move an alert condition from one object to another by dragging and dropping it in the Alerts panel Behaviors Behaviors are another key feature of DecisionPoint that enables Designers to implement application style functionality, including custom workflows, without writing code. Behaviors take the form of 'when an event occurs then take the following action'. Events and actions are both defined by selecting from a drop down list. Not all components support behaviors. Components that do support behaviors will implement a subset of the following events. Event clicked date changed selection changed text changed value changed When the user clicks or taps the component to bring it into focus When the user changes the selected value of the component Toggled When the user toggles the component on or off Antivia Group Page 57

58 When an event is triggered the Designer can specify if one of the following actions should be performed: Action Change value Click Hide Navigate to Print Refresh Change the value of the specified component Click the specified component e.g. when one component is clicked pass this on to another component Hide the specified page, view or dialog Navigate to the specified page, view or dialog Print the dashboard (where supported by the device the dashboard is being viewed on) Refresh the specified dataset Note: this feature is only available in the Enterprise version of DecisionPoint Reset all filter states Reset all the filter components which are attached to a dataset through contributors Tip: you can add filter components as contributors to more than one dataset. As a result it is possible to create utility datasets which are only used to reset the status of filters. For example if you have combo boxes which filter region, time and product on the dataset main but you want to have a button which only resets time and product, if you create a separate dataset called, say, utility and add the time and product combo boxes to it as contributors, then if the behavior on the button is set to reset all filters on the utility dataset then only the time and product selections will be reset but these changes will flow through to the main dataset. Show Toggle Export to Excel Show the specified page, view or dialog Toggle the specified page, view or dialog to show it if it is currently hidden or hide it if it is currently visible. Export the data of a dataset to an Excel spreadsheet Antivia Group Page 58

59 Note: this feature is only available in the Enterprise version of DecisionPoint Common Styles By default, styles are inherited from the dashboard s theme, but Designers have the ability to override many of the theme defaults using styles. Note: If you have set the value of a style in order to override the value in the theme, you can revert to the values in the theme by clicking on the name of the style in the property sheet and pressing the DELETE key: You can also reset all the styles on a component at once by clicking its reset styles button ( )in the object browser: All components implement all or a subset of these common styles: Antivia Group Page 59

60 general Property backgroundcolor bordercolor borderwidth color font The background color of the component. Click the value cell to bring up the color picker. The border color of the component. Click the value cell to bring up the color picker. The width in pixels of the border, expressed as a number. E.g. 2 for two pixels The foreground color of the component. Click the value cell to bring up the color picker. The font, font style, and font size for the whole component. Click the button to bring up the font selection dialog. Note: can be overridden with lower level styles for some components e.g. tables and charts opacity The level of opacity of the object, expressed as a number between 0 and 1. E.g. 0 for transparent, 1 for totally opaque Antivia Group Page 60

61 8.3 Data Display Components Additional properties of Data Display components In addition to the common properties, Data Display components also implement one or more of the following: Property Drill when clicked Controls whether the component drills down when a user clicks or taps on a cell in the first dimension column of the component. Note: for the crosstab component the user can also drill in a second dimension by clicking on the column heading Show column totals For grid style components, show the SUM of the values displayed in any column displaying a Measure. Tip: for calculated columns showing percentages or ratios then we recommend leaving column totals switched off and displaying totals either using a Big Number component or by using a second table which displays data aggregated at a higher level of detail. Max selections The maximum number of rows that a user is able to select by tapping or clicking a grid style component. For table and scorecard components setting this value to zero will prevent the user from selecting any rows. Tip: the results of these selections can be used to filter a second component. This process is described in more detail in the section covering The Component View. Show column headings For grid style components choose whether or not to display column headings. By default, column headings are shown Additional Styles of Data Display components Note: If you have set the value of a style in order to override the value in the theme, you can revert to the values in the theme by clicking on the name of the style in the property sheet and pressing the DELETE key: Antivia Group Page 61

62 You can also reset all the styles on a component at once by clicking its reset styles button ( )in the object browser: cell Property dimension align Drop down list to select whether dimension objects should be left, right or center aligned. measure align Drop down list to select whether measure objects should be left, right or center aligned evenrow Property Antivia Group Page 62

63 background color The background of color of even rows. The first data row is an odd row, the second even. Click the value cell to bring up the color picker. The font color of even rows. Click the value cell to bring up the color picker heading Property background color font The background of color the heading row. Click the value cell to bring up the color picker. The font color of the heading row. Click the value cell to bring up the color picker. The font, font style, and font size for the heading row. Click the button to bring up the font selection dialog oddrow Property background color The background of color of odd rows. The first data row is an odd row, the second even. The font color of odd rows. Click the value cell to bring up the color picker row Property font The font, font style, and font size for the all data rows. Click the button to bring up the font selection dialog Antivia Group Page 63

64 selectedrow Property background color The background color used to highlight a row when it is selected by a user. Click the value cell to bring up the color picker. The font color used to highlight a row when it is selected by a user. Click the value cell to bring up the color picker table Property rowsperpage The maximum number of rows to show in a grid style component e.g. 25. If the component dataset needs to display more rows than the rowsperpage allows then the grid will display a paging icon in the bottom right hand corner to allow the user to move between pages of data. Note: if there isn t enough space in the component to display up to the rowsperpage limit then the user will be able to scroll through their data totalrow Property background color font The background of color of the total row. Click the value cell to bring up the color picker. The font color of the total row. Click the value cell to bring up the color picker. The font, font style, and font size for the total row. Click the button to bring up the font selection dialog Antivia Group Page 64

65 8.3.3 Big Number The Big Number provides a nice way to display totals and key metrics in a prominent manner on the dashboard canvas. Big Numbers can also display Alerts Result columns Option 1: Object 1 Measure [mandatory] Objects 2-n Measure [optional] Option 2: Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Applicable Properties See: General properties Location Alerts Common Styles Antivia Group Page 65

66 8.3.4 Centigon Map Like the Google Map (described in a later section), the Centigon Map component displays location based data overlaid onto a Google Map, however the Centigon Map component offers significantly more functionality than the standard Google Map including :- Multiple layer visualization types Shapefile support Custom Regions Point clustering Lasso, polygon, radius, multi-point selection Chloropleths/Heatmaps To use the Centigon Map component you need to have a license to use Centigon CMaps. For more details contact your Antivia account manager or sales@antivia.com Result columns Object 1 Object 2 Objects 2/3 Other Objects Dimension Dimension Measure Any Type [mandatory] [optional] [mandatory] [Optional] There are two different schemes for the initial dimensions in the results columns. 1) If there is only one dimension column before the first measure column then the values are taken as the labels for the points on the map and if the Coordinate hint property (see the Coordinate Hint column property section above) is not set then the value is also sent for geocoding to establish the location of the point on the map. 2) If there are two dimension columns before the first measure then the first one is the layer name (as specified in the CMaps designer, see Configuration property below) in which the point is to be plotted. The second dimension is the label for the point (see case 1 above for more details). The first measure column and all subsequent columns (whether dimensions or measures) provide values for display in the info box which is associated with the point on the map Antivia Group Page 66

67 Note: Although it is possible to specify the order and meaning of columns inside the CMaps designer, this information is not used inside DecisionPoint, rather data is always passed into the map as defined in the two scenarios above Applicable Properties See: General properties Location Alerts Common Styles In addition, Centigon Maps have some specific properties which apply to them: Property Configuration The configuration for a Centigon Maps component is provided through an XML file which is generated by the Centigon CMaps Designer. Refer to the CMaps documentation on how to create your map and export the XML configuration file. Once you have saved the configuration file to your local machine, click the Pick XML File button and open it in DecisionPoint. Note: If you need to make changes to the configuration you can change it in the CMaps Designer, re-save it and then re-load it into DecisionPoint. Centigon API Key If you create your configuration file with the CMaps designer then it should have a valid API key embedded inside it. As a result you do not normally need to specify an API key inside DecisionPoint. However if you do need to add an API key to a configuration file (for example if you are using a generic map template configuration file) or you want to override the API key in a configuration file, then this property allows you to do so. Visible Layers The visible layers property allows you to specify which of the layers in the CMap are visible. It can take two forms: 1) The name of a single layer specified as a string 2) A list of layer names each specified as a string Antivia Group Page 67

68 For example: Points States =list("points","states") = Layer List!selectedValues Are all valid values for the property Note: the names must exactly match the names of the layers as defined in the CMaps designer. All layers visible by default Visible layers controlled by drill If the value of Visible Layers is either an empty string or an empty list then either all or none of the layers are shown depending on the setting of this property. This property overrides both of the previous two and drives the layer selection from the current level of drill in the CMaps component s dataset. In order for this to work the names of the dimensions in the hierarchy must exactly match the names of the layers to be shown in the CMap configuration file. For example if you have a hierarchy Region which consist of the dimensions Region, State and City, then the layers in the CMap must also be named Region, State and City Antivia Group Page 68

69 8.3.5 Crosstab The cross tab is similar to a pivot table in Excel in that it displays one dimension in the rows, one dimension in the columns and a measure in the body Result columns Object 1 Dimension [mandatory] Object 2 Dimension [mandatory] Object 3 Measure [mandatory] This is the object you want to display in the rows This is the object you want to display in the columns This is the object you want to display in the body Applicable Properties See: General properties Additional properties of Data Display components Location Common Styles Additional Styles of Data Display components Google Map The Google Map component displays location based data overlaid onto a Google Map. Maps can also display Alerts Antivia Group Page 69

70 Result columns Object 1 Dimension [mandatory] Object 2 Dimension [optional] Objects 3-n Measure [optional] Used as the location label when a user taps to view details. Also used to look up the location in the absence of specific geo-coding data Used as geo-coding data for Google Maps to provide a more accurate location. Can be provided as latitude, longitude pairs (e.g , ) or a more precise location string (e.g. Burlington, MA, USA) Used to show additional detail when a user taps on a location. Tip: Say you have Country and City information in your dataset and you want to display this on a map, allowing the user to drill down from Country to City. We recommend that you: Create a new Excel worksheet that lists in the first column all of the Countries and all of the Cities on your original dataset. In a second column enter latitude and longitude information for each location (use a comma to separate them e.g , ). Give the first column a heading of Location and the second column one of Geo. Add this dataset to your dashboard calling it Lookup. In the original dataset create a new custom column called Geo Lookup, ensuring that you check the Create as dimension option Add an expression to the custom column using this formula: select("lookup","geo",'location'=column(0)) Applicable Properties See: General properties Location Antivia Group Page 70

71 Alerts Common Styles In addition, Google Maps have specific properties which applies to them: Property Google Client ID Google Maps API for work Client ID If you use the Google Maps component in DecisionPoint you must ensure that your use is covered by an appropriate license from Google for their underlying mapping product. This will often require you to enter your either you API Key or your Client ID, depending on the type of license you require. This may require you to purchase a license from Google at additional cost. A good overview of the two options you have to license Google Maps can be found at: with more details at: Google Maps does not require an API key or a Client ID to function correctly. However, we strongly encourage you to use one. This will allow you to monitor your application's Maps usage and make use of your purchased map quotas Antivia Group Page 71

72 8.3.7 Report The report component is a variant of the table that has the ability to show groupings of dimensions with sub-totals for measures at each group level. The report component can also display Alerts Result columns Object 1-n Object 2 Object 3 Objects 4-n Dimension Dimension Measure Measure [mandatory] [mandatory] [mandatory] [optional] One of more groupings you want to apply to the data The dimension you want to display in the body of the report Applicable Properties See: General properties Location Alerts Common Styles In addition, reports have an additional property that applies to them: Property Vertical labels Set to true or false. If set to true the chart will display group headings vertically. By default group headings are not displayed vertically Antivia Group Page 72

73 Vertical labels off Vertical labels on Antivia Group Page 73

74 8.3.8 SVG Map [Advanced] An SVG Map allows you embed and display an SVG image within the dashboard and use it to be able to select and highlight specific areas of the SVG image for alerting. The link between the SVG image and the data in DecisionPoint is made through the use of a title attribute in the underlying XML of the image. For example: <path title="texas" d="m a Z" fill="transparent" stroke="black"/> So when a dataset is added to the SVG map, this area (actually a circle) will represent Texas and will respond to color alerts set on the dimension containing Texas as a value. Texas will also be the value of 'SVG Map'!selectedValue in expressions Result columns Object 1 Dimension [mandatory] The 'location' on the SVG map values must match title attributes in the SVG image Applicable Properties See: General properties Location Alerts Common Styles In addition, the SVG component has an additional property that applies to it: Antivia Group Page 74

75 Property SVG Click in the display area to bring up the File Open dialog then select a compatible SVG file from your system Antivia Group Page 75

76 8.3.9 Scorecard The scorecard is a version of the table component that can also display Alerts Result columns Object 1 Measure or Dimension [mandatory] Objects 2-n Measure or Dimension [optional] Applicable Properties See: General properties Additional properties of Data Display components Location Behaviors Alerts Common Styles Additional Styles of Data Display components Antivia Group Page 76

77 Table The table is the basic grid component within DecisionPoint and allows you to lay out a series of dimensions and measures in any order Result columns Object 1 Measure or Dimension [mandatory] Objects 2-n Measure or Dimension [optional] Applicable Properties See: General properties Additional properties of Data Display components Location Behaviors Common Styles Additional Styles of Data Display components Antivia Group Page 77

78 8.4 Working with Data Navigation Components Data navigation components help the user to navigate around their data easily. Several of these components (combo box, filter, list, radio button, tab bar and tree) are classified as selectors and can be used to filter the values of other components (see the section on Contributors for more details) Additional properties of Data Navigation components In addition to the common properties, Data Navigation components may also implement some of the following: Property Selected value The default value in the selector component. In the simple case this value can be entered as a text string e.g In advanced cases an expression can be used to set the default value of the selector. Preserve selected value after refresh Preserves the value in the data navigation component after its dataset is refreshed. Note: this functionality is only supported in the enterprise version of DecisionPoint Value column Allows you to use a friendly label (e.g. a description) for the user to select but use a different value (e.g. a code) when other expressions reference the!selectedvalue property of the component. The value column indicates which result column in the selector components dataset to use as the selected value. The first column is referenced as [0], the second column as [1] and so on (e.g. 'List 1'!selectedValue[1]) Additional styles of Data Navigation components In addition to the common styles, Data Navigation components may also implement some of the following Note: If you have set the value of a style in order to override the value in the theme, you can revert to the values in the theme by clicking on the name of the style in the property sheet and pressing the DELETE key: Antivia Group Page 78

79 You can also reset all the styles on a component at once by clicking its reset styles button ( )in the object browser: item Property backgroundcolor color font height width The background of color of the item. Click the value cell to bring up the color picker. The font color of the item. Click the value cell to bring up the color picker. The font, font style, and font size for the item. Click the button to bring up the font selection dialog. Height of the item in pixels Width of the item in pixels Antivia Group Page 79

80 8.4.3 Ad-hoc The ad-hoc component allows users to select columns to display in other related components. It can be used to allow users to create a new view of their data that hasn't been catered for by one of the standard views created by the dashboard designer. Tip: The ad-hoc component works best when it is used in conjunction with a table or scorecard component. When you drag an ad-hoc component onto the dashboard canvas, DecisionPoint automatically creates a sub dataset for you (see You can then drag the columns you want to include in your sub-dataset from the Available Columns box to the Results Columns box. The DecisionPoint aggregation engine will automatically aggregate the data in the sub-data set to give the correct view of the data (just as it does for component datasets). Automated sub datasets). The component lists all of the objects in its parent dataset. To associate a table or scorecard with your ad-hoc component, drag the ad-hoc component's sub data set from the Dataset List onto the table or scorecard on the canvas. By default the associated table or scorecard will see the Results Columns of the ad-hoc components data set as its available columns. We recommend you drag all of these available columns into the table or scorecards Results Columns. At run time, the user can tap (or click) on the list of objects to switch them on or off. These changes will be reflected immediately in any associated tables or scorecards. By dragging the order of the columns in the adhoc dataset, the user can change the order of the columns in the associated table or scorecard Result columns The results columns you select in your ad-hoc component become the columns that are switched on in the component by default Antivia Group Page 80

81 Object 1 Measure or Dimension [mandatory] Objects 2-n Measure or Dimension [optional] Applicable Properties See: General properties Location Common Styles Additional styles of Data Navigation components In addition, the ad-hoc component has additional properties that apply to it: selecteditem Property background The background of color of the selected item. Click the value cell to bring up the color picker. color The font color of the selected item. Click the value cell to bring up the color picker Antivia Group Page 81

82 8.4.4 Combo Box Allows the user to select a single value from a list of the members of a dimension at run time. The selected value can be used to filter other datasets (either as filter contributor or a filter condition) see the sections on You can then drag the columns you want to include in your subdataset from the Available Columns box to the Results Columns box. The DecisionPoint aggregation engine will automatically aggregate the data in the sub-data set to give the correct view of the data (just as it does for component datasets). Automated sub datasets and Contributors for more details) Note: You can add multiple combo boxes and other selector components (e.g. tab bar, radio buttons) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Applicable Properties See: General properties Additional properties of Data Navigation components Location Behaviors Common Styles In addition, the combo box has additional properties that apply to it: Property Include All Item Include an extra item in the list which enables the user to select all values effectively switching the filter off Antivia Group Page 82

83 All Item Text If you select to provide the All item, what text do you wish the user to see (e.g. All Years)? The default is All. In the simple case you can enter the All Item Text as a text value. In advanced cases you can use an expression to define the All Item Text Antivia Group Page 83

84 8.4.5 Drill Allows the user to drill up and across the current hierarchy using a drop down list. The drop down list shows all members of the current dimension which allows the user to drill across, and also includes an All option to allow the user to drill up. The drill bar interacts with other components that share the same data set (see Note: If you have changed the value of a column property in a dataset to override the value it would have inherited from its parent, you can reset the property to inherit from the parent by clicking the button to the left of the property name ( ). How drill works). So as the user drills down on a related component (e.g. a chart or grid), this is reflected in the data shown in the drill bar. For each level that the user drills down, a new list is added to the right of the drill bar showing the members of the lower level dimension filtered by the higher level dimension. For example, if the user drilled into Calendar Q1 in a time hierarchy this would add a new list called Month on the right of the drill bar which would be populated with Jan, Feb, Mar. If the user then drilled across on the Quarter dimension by choosing Q3, then the Month drop down list would change to show Jul, Aug, Sep. In this way everything remains in sync and behaves exactly as the user would expect. Note: You can add multiple dimensions to the drill bar from different hierarchies. DecisionPoint will create one drill bar for each hierarchy. These drill bars are usually placed one above the other (depending on the theme). If you want a different layout, you can drag multiple drill bars onto the canvas Result columns Object 1 Dimension [mandatory] Objects 2-n Dimension [optional] Applicable Properties See: Antivia Group Page 84

85 General properties Location Common Styles Additional styles of Data Navigation components Antivia Group Page 85

86 8.4.6 Filter Allows the user to select one or more values from a list of the members of a dimension at run time. Any components which are connected to the filter bar's sub dataset (see the sections on You can then drag the columns you want to include in your sub-dataset from the Available Columns box to the Results Columns box. The DecisionPoint aggregation engine will automatically aggregate the data in the sub-data set to give the correct view of the data (just as it does for component datasets). Automated sub datasets and Contributors for more details) are automatically filtered by this selection. When the user selects a member, it moves to the top of the list and is highlighted. To unselect a member the user simply needs to tap or click it again. For dimensions with many members the user can type in a few characters in the search box to find the member they need more quickly. You can add multiple dimensions to a filter bar to allow the user to filter by several dimensions at the same time. Note: You can add multiple filter bars and other selector components (e.g. tab bar, radio buttons) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Objects 2-n Dimension [optional] Applicable Properties See: General properties Location Common Styles Additional styles of Data Navigation components In addition, the ad-hoc component has additional properties that apply to it: search Antivia Group Page 86

87 Property backgroundcolor bordercolor color font The background of color of the search box. Click the value cell to bring up the color picker. The background of color of the search box.. Click the value cell to bring up the color picker. The font color of the search box. Click the value cell to bring up the color picker. The font, font style, and font size for the search box.. Click the button to bring up the font selection dialog Antivia Group Page 87

88 8.4.7 List Allows the user to select one or more values (depending on the setting of the Max Selections property) from a list of the members of a dimension at run time. The selected values can be used to filter other datasets (either as a filter contributor or a filter condition) see the sections on You can then drag the columns you want to include in your sub-dataset from the Available Columns box to the Results Columns box. The DecisionPoint aggregation engine will automatically aggregate the data in the sub-data set to give the correct view of the data (just as it does for component datasets). Automated sub datasets and Contributors for more details) Note: You can add multiple filter bars and other selector components (e.g. tab bar, radio buttons) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Applicable Properties See: General properties Additional properties of Data Navigation components Location Behaviors Common Styles Additional styles of Data Navigation components In addition, the list component has an additional property that applies to it: Property Max selections Defines the maximum number of members the user is allowed to select at any one time. The default is Antivia Group Page 88

89 8.4.8 Radio Button Allows the user to select a single value from a list of the members of a dimension at run time. The layout of the radio button control is defined by the layout property. The selected value can be used to filter other datasets (either as filter contributor or a filter condition) see the sections on Automated Data Sets and Contributors for more details) Note: You can add multiple filter bars and other selector components (e.g. tab bar, combo box) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Applicable Properties See: General properties Additional properties of Data Navigation components Location Behaviors Common Styles Additional styles of Data Navigation components In addition, the radio button component has an additional property that applies to it: Property Layout Defines whether the radio button is laid out as a traditional radio button or using a flow format. The default is radio. The flow options renders members in rows fitting as many members on a single row as possible before wrapping onto the next row if necessary. By default the width of each member is dictated by the width of its label. Hint: By changing the style item > width you can create a grid style effect by adjusting the width of the Antivia Group Page 89

90 label to a fixed value relative to the width of the component. Radio Layout Flow Layout The radio button also has these additional properties that apply to it: tab Property animate color Set to true or false. If set to true the View Stack will play animations when moving between tabs. By default View Stack animations are not enabled. Color of the tabs floatingtab color Color of the selected tab Antivia Group Page 90

91 8.4.9 Tab Bar Allows the user to select a single value from a list of the members of a dimension at run time. The layout of the tab bar is controlled by the layout property. The selected value can be used to filter other datasets (either as a filter contributor or a filter condition) see the sections on Automated sub datasets and Contributors for more details). Note: You can add multiple filter bars and other selector components (e.g. list, combo box) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Applicable Properties See: General properties Additional properties of Data Navigation components Location Behaviors Common Styles Additional styles of Data Navigation components In addition, the tab bar has an additional property that applies to it: Property Layout Defines whether the text appears above or below the tabs on the tab bar. The default is Text Under Bar. Text under bar Antivia Group Page 91

92 Text over bar Antivia Group Page 92

93 Tree Takes several dimensions and provides the user with a guided Filter navigation. The tree renders as a single list of the members of the first dimension and as the user selects a value to filter by, the tree then renders a new list showing members of the next dimension (filtered by the initial selection). Users can also navigate back to the previous dimension. The selected value can be used to filter other datasets (either as a filter contributor or a filter condition) see the sections on Automated sub datasets and Contributors for more details) Note: You can add multiple filter bars and other selector components (e.g. tab bar, combo box) to the canvas and by default they can be used together to control the behavior of other grid and chart components in the dashboard Result columns Object 1 Dimension [mandatory] Object 2-n Dimension [optional] Applicable Properties See: General properties Location Common Styles Additional styles of Data Navigation components In addition, the ad-hoc component has additional properties that apply to it: heading Property background The background of color of the heading row Antivia Group Page 93

94 Click the value cell to bring up the color picker. color font The font color of the heading row. Click the value cell to bring up the color picker. The font, font style, and font size for the heading row. Click the button to bring up the font selection dialog Antivia Group Page 94

95 8.5 Working with Charts Additional properties of Chart components In addition to the common properties, Chart components may also implement some of the following properties: Property Title Legend The main title to display in the chart The location of the chart legend. Options are: Right Bottom Top Left None Default is Bottom Additional styles of Chart components Note: If you have set the value of a style in order to override the value in the theme, you can revert to the values in the theme by clicking on the name of the style in the property sheet and pressing the DELETE key: You can also reset all the styles on a component at once by clicking its reset styles button ( )in the object browser: Antivia Group Page 95

96 categoryaxis The category axis is also known as the x-axis and runs across the bottom of traditional charts and up the side of horizontal charts. Property color The color to apply to all axis elements. Can be overridden by categoryaxis.labels.color and categoryaxis.line.color. Click the value cell to bring up the color picker. crosshair The category axis crosshair configuration. Note: The crosshair is displayed when the categoryaxis.crosshair.visible option is set to true. color The color of the crosshair. Click the value cell to bring up the color picker. dashtype The dash type of the crosshair. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot Antivia Group Page 96

97 longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) opacity tooltip background border color width color font visible visible width justified The opacity of the crosshair is defined as a decimal number between 0 and 1 e.g. 0.2, where 0 is transparent and 1 is opaque. Default is 1 (opaque). The crosshair tooltip is displayed when the categoryaxis.crosshair.tooltip.visible option is set to true. The background color of the tooltip. Click the value cell to bring up the color picker. The crosshair tooltip border options The color of the border. Click the value cell to bring up the color picker. The width of the border in pixels. By default the border width is set to 0 which means that the border will not appear. The text color of the tooltip. Click the value cell to bring up the color picker. The tooltip font. Click the button to bring up the font selection dialog. Set to true or false. If set to true the chart will display the category axis crosshair tooltip. By default the category axis crosshair tooltip is not visible Set to true or false. If set to true the chart will display the category axis crosshair. By default the category axis crosshair is not visible. The width of the crosshair in pixels. By default the width is 1. Set to true or false Antivia Group Page 97

98 If set to true the chart will position categories and series points on major ticks. This removes the empty space before and after the series. The default value is false except for Column charts. labels background border color dashtype The category axis labels configuration. The background color of the labels. Click the value cell to bring up the color picker. The border of the labels. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width color font format The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the labels. Click the value cell to bring up the color picker. The font style of the labels. Click the button to bring up the font selection dialog. The format used to display the labels. Applies to dates only. Valid formats: Antivia Group Page 98

99 d - The day of the month, from 1 through 31 dd - The day of the month, from 01 through 31 ddd - The abbreviated name of the day of the week dddd - The full name of the day of the week f - The tenths of a second in a date and time value ff - The hundredths of a second in a date and time value fff - The milliseconds in a date and time value M - The month, from 1 through 12 MM - The month, from 01 through 12 MMM - The abbreviated name of the month MMMM - The full name of the month h - The hour, using a 12-hour clock from 1 to 12 hh - The hour, using a 12-hour clock from 01 to 12 H - The hour, using a 24-hour clock from 1 to 23 HH - The hour, using a 24-hour clock from 01 to 23 m - The minute, from 0 through 59 mm - The minute, from 00 through 59 s - The second, from 0 through 59 ss - The second, from 00 through 59 tt - The AM/PM designator yy - The last two characters from year value yyyy - The year full value mirror Set to true or false. If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false. rotation The rotation angle of the labels in degrees from 0 to 360. The default is 0 where the labels are not rotated. skip The number of labels to skip. The default is 0 where no labels are skipped Antivia Group Page 99

100 step visible line color dashtype The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the category axis labels. By default the category axis labels are visible. The configuration of the axis lines. Also affects the major and minor ticks, but not the grid lines. The color of the lines. Click the value cell to bring up the color picker. The dash type of the line. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) visible width majorgridlines color Set to true or false. If set to true the chart will display the category axis lines. By default the category axis lines are visible. The width of the line in pixels. Also affects the major and minor ticks, but not the grid lines. By default the width is 1. The configuration of the major grid lines. These are the lines that are an extension of the major ticks through the body of the chart. The color of the major grid lines. Click the value cell to bring up the color picker Antivia Group Page 100

101 dashtype The dash type of the major grid lines. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) visible width majorticks size visible minorgridlines color dashtype Set to true or false. If set to true the chart will display the major grid lines. By default the major grid lines are visible. The width of the category axis major grid lines in pixels. By default the width is 1. The configuration of the category axis major ticks. The length of the tick line in pixels. By default the size is 4. Set to true or false. If set to true the chart will display the category axis major ticks. By default the category axis major ticks are visible. The configuration of the minor grid lines. These are the lines that are an extension of the minor ticks through the body of the chart. The color of the minor grid lines. Click the value cell to bring up the color picker. The dash type of the minor grid lines. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes Antivia Group Page 101

102 dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) visible width minorticks size visible reverse title background border color dashtype Set to true or false. If set to true the chart will display the minor grid lines. By default the minor grid lines are visible. The width of the category axis minor grid lines in pixels. By default the width is 1. The configuration of the category axis minor ticks. The length of the tick line in pixels. By default the size is 4. Set to true or false. If set to true the chart will display the category axis minor ticks. By default the category axis minor ticks are visible. Set to true or false. If set to true the category axis direction will be reversed. By default categories are listed from left to right and from bottom to top. The default is false. The title configuration of the category axis. The background color of the category axis title. The border of the category axis title. The color of the border. Click the value cell to bring up the color picker. The dash type of the border Antivia Group Page 102

103 Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width color font position The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the category axis title. Click the value cell to bring up the color picker. The font style of the category axis title. Click the button to bring up the font selection dialog. The position of the category axis title. Select from the drop down list. Supported values are: top - the axis title is positioned on the top (applicable to vertical axis) bottom - the axis title is positioned on the bottom (applicable to vertical axis) left - the axis title is positioned on the left (applicable to horizontal axis) right - the axis title is positioned on the right (applicable to horizontal axis) center - the axis title is positioned in the center rotation The rotation angle of the category axis title in degrees from 0 to 360. The default is 0 where the title is not rotated. text visible The text of the category axis title. The text can be split into multiple lines by using line feed characters ("\n"). Set to true or false. If set to true the chart will display the category axis title Antivia Group Page 103

104 By default the category axis title is visible. visible Set to true or false. If set to true the chart will display the category axis. By default the category axis is visible legend The chart legend properties. Property background border color dashtype The background color of the legend. Click the value cell to bring up the color picker. The border of the legend. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width labels color The width of the border in pixels. By default the width is 0 which means that the border will not appear. The chart legend label configuration. The text color of the labels Antivia Group Page 104

105 Click the value cell to bring up the color picker. font offsetx offsety The font style of the labels. Click the button to bring up the font selection dialog. The X offset of the chart legend. The offset is relative to the default position of the legend. For instance, a value of 20 will move the legend 20 pixels to the right of its initial position. A negative value will move the legend to the left of its current position. The default X offset is 0. The Y offset of the chart legend. The offset is relative to the current position of the legend. For instance, a value of 20 will move the legend 20 pixels down from its initial position. A negative value will move the legend upwards from its current position. The default Y offset is plotarea The plot area configuration options. The plot area is the area which displays the series. Property background border color dashtype The background color of the chart plot area. Click the value cell to bring up the color picker. The border of the plot area. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot Antivia Group Page 105

106 longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width The width of the border in pixels. By default the width is 0 which means that the border will not appear. margin bottom The margin configuration of the chart plot area. The bottom margin of the chart plot area in pixels. The default is 5. left The left margin of the chart plot area in pixels. The default is 5. right The right margin of the chart plot area in pixels. The default is 5. top The top margin of the chart plot area in pixels. The default is 5. opacity The opacity of the plot area defined as a decimal number between 0 and 1, e.g Where 0 is transparent and 1 is opaque. Default is 1 (opaque) seriescolors The default colors to use for each chart series (or each segment of a pie or donut chart). Setting this option overrides the default colors inherited from the current theme. Property seriescolors Set the color defaults for the charts. Pie and Donut charts use the series colors to determine the color of each value in the series. Click on each color to bring up the color picker to set its color. Use the add and delete icons to insert or remove colors from the set Antivia Group Page 106

107 seriesdefaults The default options for displaying each series. Property border color dashtype The default border settings for the series. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width gap labels background border color The width of the border in pixels. By default the width is 0 which means that the border will not appear. The distance between category clusters. Default 1.5. The chart series label configuration. The chart displays the series labels when the seriesdefaults.labels.visible option is set to true. The background color of the labels. Click the value cell to bring up the color picker. The border of the labels. The color of the border Antivia Group Page 107

108 Click the value cell to bring up the color picker. dashtype The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width color font position The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the labels. Click the value cell to bring up the color picker. The font style of the labels. Click the button to bring up the font selection dialog. The position of the labels relative to the object (line, bar, slice, ) being plotted Select from the drop down list. Each chart type supports a sub-set of the following options: above below center insidebase insideend left outsideend right top bottom Antivia Group Page 108

109 visible line style Set to true or false. If set to true the chart will display the series labels. By default the series labels are not displayed. The default configuration options for series displayed as lines The supported values are: normal - The values will be connected with a straight line (default). step - The values will be connected with a line with right angles. smooth - The values will be connected with a smooth line. width markers visible The width of the line in pixels. By default the width is 4. Options for controlling markers on appropriate charts Set to true or false. If set to true markers are displayed on lines; if false, they are not. By default markers are displayed. missingvalues How should missing values be plotted on the chart: gap leave a gap for missing values interpolate plot the missing value by interpolating from the previous and next values zero plot missing values as zero By default a gap is left for missing values. overlay gradient Overlay options for columns and bars The supported values are: none (default). glass roundedbevel Antivia Group Page 109

110 sharpbevel re: Title The main chart title configuration options. Property align The alignment of the title. Select from the drop down list. Available options are: center - the text is aligned to the middle left - the text is aligned to the left right - the text is aligned to the right background border color dashtype The background color of the chart title. Click the value cell to bring up the color picker. The border of the chart title The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width The width of the border in pixels. By default the width is 0 which means that the border will not appear Antivia Group Page 110

111 color font position The text color of the chart title. Click the value cell to bring up the color picker. The font style of the chart title. Click the button to bring up the font selection dialog. The position of the title. Select from the drop down list. Available options are: bottom - the title is positioned on the bottom. top - the title is positioned on the top tooltip The chart series tooltip configuration options. Property background border color width color detailed font The background color of the chart series tooltip. Click the value cell to bring up the color picker. The border of the chart series tooltip The color of the border. Click the value cell to bring up the color picker. The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the chart series tooltip. Click the value cell to bring up the color picker. Set to true or false. If set to true the tooltip will display more detailed information, including the series name. By default detailed tooltips are not displayed. The font style of the chart series tooltip Antivia Group Page 111

112 Click the button to bring up the font selection dialog. percentage Set to true or false. If set to true the tooltip will display the percentage contribution of the selected value within the whole series By default percentage is not displayed on tooltips. visible Set to true or false. If set to true the chart will display the chart series tooltip. By default chart series tooltips are not displayed transitions Property transitions Set to true or false. If set to true the chart will play animations when displaying the series. By default chart series transitions are not enabled valueaxis The value axis is also known as the y-axis and displays the series values. It is displayed up the left side of a traditional chart and across the bottom of a horizontal chart. You can also choose to switch on multiple-axis to show a second measure against a different scale. Property color The color to apply to all axis elements. Can be overridden by valueaxis.labels.color and valueaxis.line.color. Click the value cell to bring up the color picker. crosshair The value axis crosshair configuration. Note: The crosshair is displayed when the valueaxis.crosshair.visible option is set to true. color The color of the crosshair. Click the value cell to bring up the color picker. dashtype The dash type of the crosshair Antivia Group Page 112

113 Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) opacity tooltip background border color width color font visible visible The opacity of the crosshair defined as a decimal number between 0 and 1, e.g Where 0 is transparent and 1 is opaque. Default is 1 (opaque). The crosshair tooltip is displayed when the valueaxis.crosshair.tooltip.visible option is set to true. The background color of the tooltip. Click the value cell to bring up the color picker. The crosshair tooltip border options The color of the border. Click the value cell to bring up the color picker. The width of the border in pixels. By default the border width is set to 0 which means that the border will not appear. The text color of the tooltip. Click the value cell to bring up the color picker. The tooltip font. Click the button to bring up the font selection dialog. Set to true or false. If set to true the chart will display the value axis crosshair tooltip. By default the value axis crosshair tooltip is not visible Set to true or false Antivia Group Page 113

114 If set to true the chart will display the value axis crosshair. By default the value axis crosshair is not visible. width labels background border color dashtype The width of the crosshair in pixels. By default the width is 1. The value axis label configuration The background color of the labels. Click the value cell to bring up the color picker. The border of the labels. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width color font mirror The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the labels. Click the value cell to bring up the color picker. The font style of the labels. Click the button to bring up the font selection dialog. Set to true or false Antivia Group Page 114

115 If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false. rotation The rotation angle of the labels in degrees from 0 to 360. The default is 0 for vertical charts where the labels are not rotated and 270 for horizontal charts where labels are displayed vertically. scaleformat The scale to display on the value axis labels. Valid values are: K to show in thousands M to show in millions B to show in billions skip step visible line color dashtype The number of labels to skip. The default is 0 where no labels are skipped. The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the value axis labels. By default the value axis labels are visible. The configuration of the axis lines. Also affects the major and minor ticks, but not the grid lines. The color of the lines. Click the value cell to bring up the color picker. The dash type of the line. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash Antivia Group Page 115

116 longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) visible width majorgridlines color visible width majorticks size visible majorunit max Set to true or false. If set to true the chart will display the value axis lines. By default the value axis lines are visible. The width of the line in pixels. Also affects the major and minor ticks, but not the grid lines. By default the width is 1. The configuration of the major grid lines. These are the lines that are an extension of the major ticks through the body of the chart. The color of the major grid lines. Click the value cell to bring up the color picker. Set to true or false. If set to true the chart will display the major grid lines. By default the major grid lines are visible. The width of the value axis major grid lines in pixels. By default the width is 1. The configuration of the value axis major ticks. The length of the tick line in pixels. By default the size is 4. Set to true or false. If set to true the chart will display the value axis major ticks. By default the value axis major ticks are visible. The major unit to display on the axis. The maximum value of the axis Antivia Group Page 116

117 min minorgridlines color dashtype The minimum value of the axis. The configuration of the minor grid lines. These are the lines that are an extension of the minor ticks through the body of the chart. The color of the minor grid lines. Click the value cell to bring up the color picker. The dash type of the minor grid lines. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) visible width minorticks size visible multiaxes Set to true or false. If set to true the chart will display the minor grid lines. By default the minor grid lines are visible. The width of the value axis minor grid lines in pixels. By default the width is 1. The configuration of the value axis minor ticks. The length of the tick line in pixels. By default the size is 4. Set to true or false. If set to true the chart will display the value axis minor ticks. By default the value axis minor ticks are visible. Set to true or false. If set to true the chart will display a second axis Antivia Group Page 117

118 The default is false. narrowrange reverse title background border color dashtype Set to true or false. If set to true the chart will prevent the automatic axis range from snapping to 0. The default is false. Set to true or false. If set to true the value axis direction will be reversed. By default categories are listed from left to right and from bottom to top. The default is false. The title configuration of the value axis. The background color of the value axis title. Click the value cell to bring up the color picker. The border of the value axis title. The color of the border. Click the value cell to bring up the color picker. The dash type of the border. Select from the drop down list. The following dash types are supported: dash - a line consisting of dashes dashdot - a line consisting of a repeating pattern of dash-dot dot - a line consisting of dots longdash - a line consisting of a repeating pattern of long-dash longdashdot - a line consisting of a repeating pattern of long-dash-dot longdashdotdot - a line consisting of a repeating pattern of long-dash-dotdot solid - a solid line (default) width color The width of the border in pixels. By default the width is 0 which means that the border will not appear. The text color of the value axis title. Click the value cell to bring up the color picker Antivia Group Page 118

119 font position The font style of the value axis title. Click the button to bring up the font selection dialog. The position of the value axis title. Select from the drop down list. Supported values are: top - the axis title is positioned on the top (applicable to vertical axis) bottom - the axis title is positioned on the bottom (applicable to vertical axis) left - the axis title is positioned on the left (applicable to horizontal axis) right - the axis title is positioned on the right (applicable to horizontal axis) center - the axis title is positioned in the center rotation The rotation angle of the value axis title in degrees from 0 to 360. The default is 0 where the title is not rotated. text visible visible The text of the value axis title. The text can be split into multiple lines by using line feed characters ("\n"). Set to true or false. If set to true the chart will display the value axis title. By default the value axis title is visible. Set to true or false. If set to true the chart will display the value axis. By default the value axis is visible Antivia Group Page 119

120 8.5.3 Area Similar to line charts but display different colors in the area below the line. Good for showing trends over time. Supports 2 options: 1) One or more measures are compared across a single dimension. Each measure (series) is displayed as a separate shaded area. 2) A single measure is selected for comparison across a primary dimension. A second dimension is also supplied and each member of the second dimension is plotted as a series on the chart. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Option 1 Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Option 2 Object 1 Dimension [mandatory] Primary category axes Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Antivia Group Page 120

121 Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 121

122 8.5.4 Bar Similar to column charts but the axes are reversed so the data values are displayed horizontally. Good for comparing one or more measures across a dimension. Supports 2 options: 1) One or more measures are compared across a single dimension. Each measure (series) is displayed as a separate bar. 2) A single measure is selected for comparison across a primary dimension. A second dimension is also supplied and each member of the second dimension is plotted as a series on the chart. Where multiple series are selected, bars are displayed one beneath the other. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Option 1 Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Option 2 Object 1 Dimension [mandatory] Primary category axes Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Antivia Group Page 122

123 Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 123

124 8.5.5 Bubble A bubble chart is used to enable you to determine if there is a relationship between 3 variables. The first value is plotted on the x-axis; the second, on the y-axis; and, the third is plotted as a bubble where the size of the bubble represents the relative size of the value comparted to other values in this series Result columns Object 1 Object 2 Object 3 Object 4 Dimension Measure Measure Measure [mandatory] [mandatory] [mandatory] [mandatory] Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components In addition, bubble charts have the following styles which apply to them: x-axis Property crosshair The x-axis crosshair configuration. Note: The crosshair is displayed when the xaxis.crosshair.visible option is set to true. tooltip visible The crosshair tooltip Set to true or false. If set to true the chart will display the x-axis crosshair tooltip Antivia Group Page 124

125 By default the x-axis crosshair tooltip is not visible visible labels border width mirror Set to true or false. If set to true the chart will display the x-axis crosshair. By default the x-axis crosshair is not visible. The x-axis label configuration The border of the labels. The width of the border in pixels. By default the width is 0 which means that the border will not appear. Set to true or false. If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false. rotation The rotation angle of the labels in degrees from 0 to 360. The default is 270 for the x-axis where labels are displayed vertically. scaleformat The scale to display on the x-axis labels. Valid values are: K to show in thousands M to show in millions B to show in billions skip step visible The number of labels to skip. The default is 0 where no labels are skipped. The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the x-axis labels. By default the x-axis labels are visible Antivia Group Page 125

126 max min title text The maximum value of the axis. The minimum value of the axis. The title configuration of the x-axis. The text of the x-axis title. The text can be split into multiple lines by using line feed characters ("\n"). y-axis Property crosshair tooltip visible visible labels border width mirror The y-axis crosshair configuration. Note: The crosshair is displayed when the yaxis.crosshair.visible option is set to true. The crosshair tooltip Set to true or false. If set to true the chart will display the y-axis crosshair tooltip. By default the y-axis crosshair tooltip is not visible Set to true or false. If set to true the chart will display the y-axis crosshair. By default the y-axis crosshair is not visible. The y-axis label configuration The border of the labels. The width of the border in pixels. By default the width is 0 which means that the border will not appear. Set to true or false. If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false Antivia Group Page 126

127 rotation The rotation angle of the labels in degrees from 0 to 360. The default is 0 for the y-axis where labels are not rotated. scaleformat The scale to display on the y-axis labels. Valid values are: K to show in thousands M to show in millions B to show in billions skip step visible max min title text The number of labels to skip. The default is 0 where no labels are skipped. The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the y-axis labels. By default the y-axis labels are visible. The maximum value of the axis. The minimum value of the axis. The title configuration of the y-axis. The text of the y-axis title. The text can be split into multiple lines by using line feed characters ("\n") Antivia Group Page 127

128 8.5.6 Column Similar to bar charts but the axes are reversed so the data values are displayed vertically. Good for comparing one or more measures across a dimension. Supports 2 options: 1) One or more measures are compared across a single dimension. Each measure (series) is displayed as a separate column. 2) A single measure is selected for comparison across a primary dimension. A second dimension is also supplied and each member of the second dimension is plotted as a series on the chart. Where multiple series are selected, columns are displayed side by side. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Option 1 Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Option 2 Object 1 Dimension [mandatory] Primary category axes Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Antivia Group Page 128

129 Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 129

130 8.5.7 Combination Combines a column chart and line chart in a single visualization. Good for comparing different measure values across a dimension, since the combination of bar and line gives a clear indication of which measure is higher or lower. The first measure (series) is displayed as a column. Additional series are displayed as lines. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Object 2 Object 3 Object 4-n Dimension Measure Measure Measure [mandatory] [mandatory] [mandatory] [optional] Category Axis Values for column series Values for line series Values for additional line series Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 130

131 8.5.8 Donut A donut chart is similar to a pie chart, but it has a blank center and unlike a pie chart can display multiple series (measures). Series are displayed one inside the other as a series of concentric circles. Each segment (value) within the donut chart is displayed using a different color. Where multiple series are used segments relating to the same category (dimension) will be shown in the same color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint. Like pie charts, donut charts should be used sparingly as a column or bar chart nearly always provides a clearer way to depict the same information to your users. Tip: do not use donut charts where you have any negative values in your selected measure Result columns Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 131

132 8.5.9 Gauge Maps a single numeric value (measure) onto a defined scale. You can control the scale displayed by entering literal values or using expressions. Traditional gauges are often useful early in a dashboard project because they help to engage users. However, they take up a lot of screen estate relative to the value of information they convey. Setting the gauge to display "text instead of pointer" or using a Big Number with an alert or a Horizontal or Vertical Bullet chart can usually display the same information more effectively Result columns Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Applicable Properties See: General properties Additional properties of Chart components Location Common Styles In addition, the gauge component has additional properties that apply to it: Property Min The minimum value to display on the gauge scale. Default is 0. In the simple case you can enter this as a literal numeric value. In advanced cases you can use an expression to define the minimum value. Max The maximum value to display on the gauge scale. Default is 100. In the simple case you can enter this as a literal numeric value. In advanced cases you can use an expression to define the maximum value Antivia Group Page 132

133 Hide value labels Text instead of pointer Do not display any values on the gauge Shows a number for the current value of the label, with a fuel gauge style display around the outside showing the current value of the gauge against its min and max values. Additional styles that apply to gauges: Property scale ranges Allows you to highlight color ranges around the edge of the gauge to highlight particular levels of performance. Click the button adjacent to the ranges label. In the dialog, choose Add Range to create a new range. Enter the starting value of the range in the From field. Enter the ending value of the range in the End field. Press the button in the color cell to bring up the color picker and choose a color for this particular range You can add multiple ranges. You can remove ranges using the Delete Range button. A gauge with 3 ranges defined Antivia Group Page 133

134 Horizontal Bullet Similar to bar charts but also includes a second series (measure) which is displayed as a vertical line. Good for comparing performance of a primary measure against a target measure across a dimension. Identical to the Vertical Bullet chart, but the axes are reversed. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Category Axis Object 2 Measure [mandatory] Values for series being monitored Object 3 Measure [mandatory] Values for target series Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 134

135 Line Basic common chart that displays a series of data points connected by straight line segments. Good for showing trends over time. Supports 2 options: 1) One or more measures are compared across a single dimension. Each measure (series) is displayed as a separate line. 2) A single measure is selected for comparison across a primary dimension. A second dimension is also supplied and each member of the second dimension is plotted as a series on the chart. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Option 1 Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Option 2 Object 1 Dimension [mandatory] Primary category axes Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Antivia Group Page 135

136 Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 136

137 Pie A pie chart is similar to a donut chart but only displays a single series (measure). Each segment (value) within the donut chart is displayed using a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint. Like donut charts pie charts should be used sparingly as a column or bar chart nearly always provides a clearer way to depict the same information to your users. Tip: do not use pie charts where you have any negative values in your selected measure Result columns Option 1 Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Option 2 Object 1 Measure [mandatory] Object 2 Measure [optional] Object 3-n Measure [optional] Applicable Properties See: General properties Additional properties of Chart components Antivia Group Page 137

138 Location Common Styles Additional styles of Chart components Antivia Group Page 138

139 Radar Specific properties Lays out the members of a selected dimension radially as a series of spokes. Plots the values of multiple series (measures) along each spoke and draws a line to connect the data values of each series, creating a star-like appearance. Good for quality improvement programs to display the performance of multiple metrics. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3-n Measure [optional] Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components In addition, the radar chart has an additional property that applies to it: Property Layout How the data values should be connected in each series. Available options are: Antivia Group Page 139

140 Line Area Column The default is Line Antivia Group Page 140

141 Scatter A scatter or x/y chart is used to enable you to determine if there is a relationship between 2 variables. The first value is plotted on the x-axis; the second, on the y-axis; Result columns Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3 Measure [mandatory] Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components In addition, scatter charts have these additional properties that apply to them: Property Plot line of best fit Set to true or false. If set to true the chart will display the line of best fit for the selected values. By default the line of best fit is not plotted. Scatter charts also have the following styles which apply to them: x-axis Property crosshair The x-axis crosshair configuration Antivia Group Page 141

142 Note: The crosshair is displayed when the xaxis.crosshair.visible option is set to true. tooltip visible visible labels border width mirror The crosshair tooltip Set to true or false. If set to true the chart will display the x-axis crosshair tooltip. By default the x-axis crosshair tooltip is not visible Set to true or false. If set to true the chart will display the x-axis crosshair. By default the x-axis crosshair is not visible. The x-axis label configuration The border of the labels. The width of the border in pixels. By default the width is 0 which means that the border will not appear. Set to true or false. If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false. rotation The rotation angle of the labels in degrees from 0 to 360. The default is 270 for the x-axis where labels are displayed vertically. scaleformat The scale to display on the x-axis labels. Valid values are: K to show in thousands M to show in millions B to show in billions skip The number of labels to skip. The default is 0 where no labels are skipped Antivia Group Page 142

143 step visible max min title text The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the x-axis labels. By default the x-axis labels are visible. The maximum value of the axis. The minimum value of the axis. The title configuration of the x-axis. The text of the x-axis title. The text can be split into multiple lines by using line feed characters ("\n"). y-axis Property crosshair tooltip visible visible labels border width The y-axis crosshair configuration. Note: The crosshair is displayed when the yaxis.crosshair.visible option is set to true. The crosshair tooltip Set to true or false. If set to true the chart will display the y-axis crosshair tooltip. By default the y-axis crosshair tooltip is not visible Set to true or false. If set to true the chart will display the y-axis crosshair. By default the y-axis crosshair is not visible. The y-axis label configuration The border of the labels. The width of the border in pixels Antivia Group Page 143

144 By default the width is 0 which means that the border will not appear. mirror Set to true or false. If set to true the chart will mirror the axis labels and ticks. If the labels are normally on the left side of the axis, mirroring the axis will render them to the right. The default is false. rotation The rotation angle of the labels in degrees from 0 to 360. The default is 0 for the y-axis where labels are not rotated. scaleformat The scale to display on the y-axis labels. Valid values are: K to show in thousands M to show in millions B to show in billions skip step visible max min title text The number of labels to skip. The default is 0 where no labels are skipped. The label rendering step - render every n th label. The default is 1 where every label is rendered. Set to true or false. If set to true the chart will display the y-axis labels. By default the y-axis labels are visible. The maximum value of the axis. The minimum value of the axis. The title configuration of the y-axis. The text of the y-axis title. The text can be split into multiple lines by using line feed characters ("\n") Antivia Group Page 144

145 Sparkline A small line chart often displayed without any axes or labels. Good for showing the variation (usually over time) of a measure across a category (dimension) in a simple, highly condensed way. Each color of the measure series is by the theme. This can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Category to group by Object 2 Dimension [mandatory] Dimension to measure variation over (usually a time dimension) Object 3 Measure [mandatory] The value being analyzed Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 145

146 Stacked Area A variant of the Area chart which shows the contribution of a second dimension over the primary dimension (usually time) for a given measure. Good for showing how contribution of a dimension varies over time. Each member of the second dimension is plotted as a series on the chart. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Primary category axes (usually a time dimension) Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 146

147 Stacked Column A variant of the Columns chart which shows the relationship of members of a second dimension to the whole, comparing the contribution of each value to a total across a primary dimension. Good when you have multiple data series and when you want to emphasize the total. Each member of the second dimension is plotted as a series on the chart. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Primary category axes Object 2 Dimension [mandatory] Dimension whose contribution you wish to measure. Will create one series per member on the chart Object 3 Measure [mandatory] The value being analyzed Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 147

148 Tree Map The tree map is used to display large amounts of hierarchal structured data. The simplest tree map shows a single dimension and a measure. Additional dimensions can be supplied to categorize the data into a hierarchy. Each dimension value is split into rectangles that are sized and ordered by a measure to reveal patterns. This could for example be used to display sales revenue by region, district and state Result columns Object 1 Dimension [mandatory] Object 2 - (n-1) Dimension [optional] Object n Measure [mandatory] One or more dimensions defining a set of categories to display the hierarchy Values for target series Applicable Properties See: General properties Additional properties of Chart components Location Common Styles In addition, the tree map supports the following additional properties: Property Layout Available options are: Squarified (default) Antivia Group Page 148

149 Vertical Horizontal Antivia Group Page 149

150 Vertical Bullet Similar to column charts but also includes a second series (measure) which is displayed as a horizontal line. Good for comparing performance of a primary measure against a target measure across a dimension. Identical to the Horizontal Bullet chart, but the axes are reversed. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Category Axis Object 2 Measure [mandatory] Values for series being monitored Object 3 Measure [mandatory] Values for target series Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 150

151 Waterfall Waterfall charts are a variation of the column chart and are used to show how an initial value is effected by a series of positive and negative values. An example could be to look at movement in employee numbers, starting with opening headcount at the beginning of the period and showing the effect of joiners and leavers. Each series will be displayed in a different color. By default the colors chosen are defined by the theme, these can be overridden using the chart > seriescolors style or by using a Color Hint Result columns Object 1 Dimension [mandatory] Object 2 Measure [mandatory] Object 3 Measure [optional] Category Axis Values being analyzed Additional values to analyze Applicable Properties See: General properties Additional properties of Chart components Location Common Styles Additional styles of Chart components Antivia Group Page 151

152 8.6 Working with Interface components Interface components are not connected to datasets, but they perform 2 important functions in DecisionPoint : Allow the user to provide data input at runtime Allow the Designer to create a nicely laid out, clear dashboard design using labels, images, lines and shapes Additional properties of Interface components In addition to the common properties, Interface components may also implement some of the following: Property Label The value displayed for the components label. In the simple case this can be entered as a literal text value. In advanced cases, this can be a DecisionPoint expression. Min The minimum value used by sliders, spinners and progress bars. Default is 0. In the simple case this can be set with a literal numeric value. In advanced cases this can be set using an expression. Max The minimum value used by sliders, spinners and progress bars. Default is 100. In the simple case this can be set with a literal numeric value. In advanced cases this can be set using an expression. Step The step increment to use with sliders and spinners as the user interacts with the component at runtime. Default is 10. In the simple case this can be set with a literal numeric value. In advanced cases this can be set using an expression. Text The default text value displayed in a field, which the user can edit and overwrite at runtime. In the simple case this can be set using a literal text string. In advanced cases this can be set using an expression. Value The default value to use with sliders, spinners and progress bars. Default is Antivia Group Page 152

153 In the simple case this can be set with a literal numeric value. In advanced cases this can be set using an expression Dynamic styles of Interface components In addition to the standard styles, interface components may also implement these dynamic styles: Style Color The background color of drawing components (circle, rectangle and lines) and images (where the image is a transparent PNG). The foreground color of labels. The color is specified as a string and can be any CSS color value and can take the following forms :- A color name: e.g. red, green, blueviolet, A HEX color value: e.g. #00ff00, #ff2233 An RGB specifier : e.g. rgb(0,255,255) An RGBA specifier : e.g. rgb(0,255,255,0.5) An HSL specifier : e.g. hsl(120, 100%, 50%) An HSHA specifier : e.g. hsla(120, 100%, 50%, 0.3) For more details on valid color names see: For more details on the other forms of specifier see: For more advanced cases you can use expressions to specify the value of the color. For example, with dimensions to always display particular values, in particular colors, e.g. =if('product'="widget","#ffffff","#0000ff")) or with measures to create color coded alerting, e.g. =if('conversion Rate'<30,"red",green")). You can also use the utility rgb and rgba utility functions to use data values to drive the shade of a color, e.g. :-=rgb(255*'revenue'/'max revenue',0,0) Rotation Specifies the angle of rotation for drawing components (circle, rectangle and lines), images and labels Antivia Group Page 153

154 Positive angles represent as clockwise rotation, negative angles represent an anti-clockwise rotation. Its syntax is a <number> immediately followed by the unit (deg, grad, rad or turn). Note: there is no space between the number and its unit e.g. 90deg, 2.2rad, 0.25turn The following units may be used: deg which represents an angle in degrees. One full circle is 360deg (e.g. 0deg, 90deg, 360deg) grad which represents an angle in gradians. One full circle is 400grad (e.g. 0grad, 100grad, 400grad) rad which represents an angle in radians. One full circle is 2π radians which approximates to rad. 1rad is 180/π degrees (e.g. 0rad, rad, rad) turn which represents the number of turns the angle is. One full circle is 1turn (e.g. 0turn, 0.25turn, 1turn) In the simple case the rotation can be entered as a literal text value (e.g. 45deg) In advanced cases, this can be a DecisionPoint expression e.g: =concat(('my Dataset'!'Pct of Target' / 100) * 360, "deg") Antivia Group Page 154

155 8.6.3 Check box Use in conjunction with behaviors to trigger specific actions (e.g. to display another view) or use selectedvalue property of the Check box in other expressions, for example to toggle between the values in a table between process and unprocessed orders you could use this expression in the Filter tab of the table's dataset: ('CheckBox'!selectedValue AND 'order status' = "processed")or (not('check Box 1'!selectedValue) AND 'order status' = "not processed") Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 155

156 8.6.4 Date Picker Allows the user to select a date at runtime. The selectedvalue property of the date picker is useful when specifying filter expressions e.g. 'Order Date' <= 'End Date Picker'!selectedValue Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 156

157 8.6.5 Ellipse Allows the Designer to create and color ellipse components in the dashboard Applicable Properties See: General properties Location Common Styles Antivia Group Page 157

158 8.6.6 Horizontal Line Allows the Designer to create and color horizontal lines in the dashboard Applicable Properties See: General properties Location Common Styles Antivia Group Page 158

159 8.6.7 Horizontal Slider Allows the user to select values by moving a slider horizontally between a minimum and maximum value with a given increment (step). Use the value of the slider in conjunction with a custom column in a dataset to perform "what-if" analysis. For example to see the impact on sales of exceeding or missing target you could set up a slider to represent percentage achieved with minimum value 80, maximum value 120 and a step of 5. Then create a custom column to multiply sales target by the percentage achieved: 'Sales Target' * ('Horizontal Slider 1'!value / 100) Tip: For best results, add labels to the left and right ends of the slider to show the minimum and maximum values and add a third label under the slider to show the currently selected value for example: ='Horizontal Slider 1!min returns the minimum value ='Horizontal Slider 1!max returns the maximum value ='Horizontal Slider 1!value returns the current value Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 159

160 8.6.8 Image Allows the Designer to add images to their dashboard Applicable Properties See: General properties Location Behaviors Common Styles In addition, the image has an additional property that applies to it: Property Image The image file you want to embed in your dashboard. Supported image file formats are png, jpg, and gif. Click the image area to bring up the file dialog and select your image. Note: Your image will be embedded into the dashboard, so it will be visible to your users when they view the dashboards on their devices Antivia Group Page 160

161 8.6.9 Label Allows the Designer to add images to their dashboard. Use an expression with the Label's Title property to create sophisticated titles and labels for your dashboard. The concat function is useful here when you want to mix text literals with system values or values from your datasets. For example: =concat("sales for ", dateformat(today(), "DD MMM YYYY")) =concat("total Revenue: ", format('revenue', "$0,000")) =concat("last month's campaign performance was ", cond('conv Rate'<10,"poor",'Conv Rate'<20,"acceptable",'Conv Rate'>=20,"outstanding") Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 161

162 Progress Indicator Allows the Designer to add a progress bar to their dashboard to show progress against target. Shows progress between a specified minimum and maximum value. For best use, use an expression to set the current Value of the progress bar in the Properties panel. For example, to show progress against a percentage target set the mininum value to 0 and the maximum to 100, then use an expression to set the progress value to the target in your dataset e.g. ='Sales'!'Target' Tip: for best results show a label alongside the progress bar displaying the current value e.g. ='Progress Indicator 1'!Value Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 162

163 Push Button Allows the user to push a button at run time, which can be used with behaviors to allow the user to show or hide additional pages or views, to reset drill states, etc Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 163

164 Rectangle Allows the Designer to create and color rectangular components in the dashboard Applicable Properties See: General properties Location Common Styles Antivia Group Page 164

165 Spinner Allows the user to select values by moving the up and down arrows between a minimum and maximum value with a given increment (step). Use the value of the spinner in conjunction with a custom column in a dataset to perform "what-if" analysis. For example to see the impact on sales of exceeding or missing target you could set up a slider to represent percentage achieved with minimum value 80, maximum value 120 and a step of 5. Then create a custom column to multiply sales target by the percentage achieved: 'Sales Target' * ('Spinner'!value / 100) Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 165

166 Submit Button Allows the user to write-back values from the dashboard to a Stored Procedure in a relational database. Note: this functionality is only supported in the enterprise version of DecisionPoint Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 166

167 Text Allows the user to enter text at runtime. Can be used when defining filter expressions for datasets to allow users to dynamically filter their dashboard e.g. 'Year'='Year Text'!text Tip: For best use display a label alongside the text box to tell the user what they are expected to enter e.g. Invoice Year Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 167

168 Text Area Allows the user to enter larger amounts of text at runtime, which can span over multiple lines. Can be used when defining filter expressions for datasets to allow users to dynamically filter their dashboard e.g. 'Product Name'='Selected Product Text Area'!text Tip: For best use display a label alongside the text box to tell the user what they are expected to enter e.g. Invoice Year Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 168

169 Toggle Button Allows the user to toggle a button between on and off states at run time, which can be used with behaviors to allow the user to switch on or off additional pages or views, etc Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles In addition, the toggle button has these additional properties that apply to it: Property On Value The label displayed on the button when it is switched on. Default is On. In the simple case this can be set using a literal text string. In advanced cases this can be set using an expression. Off Value The label displayed on the button when it is switched on. Default is Off. In the simple case this can be set using a literal text string. In advanced cases this can be set using an expression Antivia Group Page 169

170 URL Button Allows the user to press a button to display content from the specified URL in a new browser window Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles In addition, the URL button has these additional properties that apply to it: Property URL The URL you want to call when the user presses the button. In the simple case this you can enter the URL as literal text e.g. In more advanced cases you can create the URL as an expression and you can pass context from the dashboard e.g. =concat(" List'!selectedValue) Pick a Report URL Note: This is only applicable to the enterprise version of DecisionPoint Antivia Group Page 170

171 Vertical Line Allows the Designer to create and color vertical lines in the dashboard Applicable Properties See: General properties Location Common Styles Antivia Group Page 171

172 Vertical Slider Allows the user to select values by moving a slider vertically between a minimum and maximum value with a given increment (step). Use the value of the slider in conjunction with a custom column in a dataset to perform "what-if" analysis. For example to see the impact on sales of exceeding or missing target you could set up a slider to represent percentage achieved with minimum value 80, maximum value 120 and a step of 5. Then create a custom column to multiply sales target by the percentage achieved: 'Sales Target' * ('Vertical Slider 1'!value / 100) Tip: For best results, add labels to the top and bottom ends of the slider to show the minimum and maximum values and add a third label adjacent to the slider to show the currently selected value for example: = Vertical Slider 1!min returns the minimum value = Vertical Slider 1!max returns the maximum value = Vertical Slider 1!value returns the current value Applicable Properties See: General properties Additional properties of Interface components Location Behaviors Common Styles Antivia Group Page 172

173 8.7 Working with Containers External content The external content component displays content from the specified URL within the dashboard. Tip: Add the external content component to a View and then use a Popout or Toggle Button to display the content when the user requires Applicable Properties See: General properties Location Common Styles In addition, the external content container has these additional properties that apply to it: Property URL The URL you want to display in the external content container. In the simple case this you can enter the URL as literal text e.g. In more advanced cases you can create the URL as an expression and you can pass context from the dashboard e.g. =concat(" List'!selectedValue) Pick a Report URL Note: This is only applicable to the enterprise version of DecisionPoint Antivia Group Page 173

174 8.7.2 Popout Snaps to the center of the page on the top or bottom or snaps to the middle of the page on the left or right. When the user taps or clicks the Popout, an associated view is pulled out with a nice animation. When the user taps or clicks the Popout again the view closes also with the nice animation effect. Note: for best effect ensure that the associated view is right up against the same edge of the dashboard that the Popout is attached to Applicable Properties See: General properties Location Common Styles In addition, the Popout has these additional properties that apply to it: Property Position Determines where the Popout is placed on the screen. Options are: Top Bottom Left Right By default the Popout snaps to whichever position is nearest to where the Designer drops it. Note: you can have more than one Popout per page, but only one in each position. View Determines the view that will be displayed when the Popout is tapped or clicked by the user Antivia Group Page 174

175 8.7.3 View Stack A view stack is an extremely useful and flexible component that allows the Designer to very quickly and easily add several views (tabs) which include built-in navigation between them. By default the View Stack comprises 3 tabs. You can add multiple components into each tab. At runtime, the user can navigate between tabs using a combination of the tab bar, the arrows on the sides of the view or by swiping left or right inside the selected tab. Note: You can control which navigation options are available through the View Stack properties. To move the View Stack on the canvas click on the long handle on the top left corner and then drag it around the canvas. Resize the component in the usual way using the grab handles. To move between tabs, use the left and right arrows located in the top right hand corner of the View Stack. Note: these management controls are only visible in DecisionPoint Designer and are not visible to the user at runtime. You can also move between tabs by selecting them in the object browser To add new tabs, click the plus icon in the management controls. To delete the currently displayed tab click the cross icon in the management controls. To rename tabs or the tab label switch to Advanced Mode from the toolbar. From the Component View under the Object Browser open up the View Stack tree and click on the tab name. Then change the name or label of the View Stack in the Properties panel. Note: If required you can use expressions to set the tab labels Applicable Properties See: General properties Location Behaviors Antivia Group Page 175

176 Common Styles In addition, the View Stack has these additional properties that apply to it: Property Icon style Layout Determines how the tabs are labelled. Options are: Icon_text displays an icon to represent the content (e.g. a table, a bar chart) and the tab label Icon just displays an icon to represent the content Text just displays the tab label Default is icon_text Determines which navigation options are available to the user. If tabs are selected specifies if they appear at the top or bottom of the view stack. Options are: Tabs Top Tabs Bottom and Arrows Tabs Top and Arrows No Navigation Buttons Tabs Bottom Arrows Default is Tabs Bottom and Arrows Selected View Specifies which tab is displayed by default. The default is Tab 1 In the simple case this value can be entered as a literal text string. In more advanced cases the selected view can be set using an expression. For example if you have a combo box which contains the names of the tabs then you could use ='Combo Box 2'!selectedValue As the value of this property to have the combo box dynamically change the view. In addition, the View Stack has these additional properties that apply to it: Container Configuration of navigation arrows Antivia Group Page 176

177 Property arrow background color Configuration of navigation arrows The background color of the navigation arrows. Click the value cell to bring up the color picker. The foreground color of the navigation arrows. Click the value cell to bring up the color picker. Tab Configuration of the navigation tabs. Property animate floatingtab color Set to true or false. If set to true the View Stack will play animations when moving between tabs. By default View Stack animations are not enabled. Configuration of the selected tab Color of the selected tab Antivia Group Page 177

178 9 Choosing a theme for your dashboard You can change the look and feel of your dashboard in DecisionPoint using Themes. DecisionPoint comes with a number of pre-defined themes for you to use. To choose a theme: Open the properties window for your dashboard from the toolbar (or using File > Dashboard Properties) Select the Themes tab on the left hand side. Select your preferred theme and color scheme from the drop down list boxes. Choose Apply the theme change takes effect immediately. Note: In the Enterprise version of DecisionPoint you have the ability to create and apply your own custom themes Antivia Group Page 178

179 10 Working with Pages, Views and Dialogs 10.1 Setting up your dashboard Designer's control the basic characteristics of their dashboard from the properties window. Open the properties window for your dashboard from the toolbar (or using File > Dashboard Properties). Available properties are: Property Dashboard Width The width of your dashboard canvas in pixels. Defaults to the Default Dashboard Width defined under File > Preferences, which by default is Tip: where your users will access the dashboard from a range of screen sizes, we recommend setting the width to the smallest screen size used and then either use the Layout property on components to adapt to wider screens or set the Scale Mode property of the dashboard to Always to enable components to scaleup to fill larger screen space. Dashboard Height The height of your dashboard canvas in pixels. Defaults to the Default Dashboard Height defined under File > Preferences, which by default is 768. Tip: where your users will access the dashboard from a range of screen sizes, we recommend setting the height to the smallest screen size used and then either use the Layout property on components to adapt to taller screens or set the Scale Mode property of the dashboard to Always to enable components to scaleup to fill larger screen space. Navigator Type Provides navigation between pages in multi-page dashboards. Options are: Antivia Group Page 179

180 Navigation bar in which case a bar is displayed at the bottom center of the canvas with arrows to navigate between pages and with a dot for each page that the user can tap to move to a specific page. Tabs in which case the labels associated with each Page (defined under the Properties panel for the Page) will be laid out in a series of tabs across the top of the dashboard. If no label is defined, DecisionPoint will default to the Page name. Default is Navigation Bar. Scale Mode Allows the dashboard to scale up or scale down proportionately to cope with smaller or larger screen sizes than the default dashboard height and width. Options are: Never never scale the dashboard, always honor the specified dashboard height and width Always scale up or down to fit larger or smaller browser windows On Shrink scale down to fit smaller browser windows, but do not sale up above the default dashboard height and width Default is On Shrink. Format Timezone Note: this option is only available in the enterprise version of DecisionPoint 10.2 What are pages, views and dialogs? Pages By default a dashboard is made up of one page. A page fills the entire dashboard canvas and can display many components. To create more sophisticated dashboards that include more application like functionality, you can add additional pages to your dashboard. Where you include multiple pages, DecisionPoint automatically adds a navigation control into the dashboard that allows the user to move between pages. See Working with the Object Browser for details of how to add and remove pages Antivia Group Page 180

181 Property General backgroundcolor The background color of the page, view or dialog. Click the value cell to bring up the color picker Working with the Object Browser Views Views are displayed over the top of pages. A view doesn't have to fill the whole canvas and can be resized using the grab handles around its edge. It can also be moved around the page. By default a view isn't displayed. To trigger the display of the view you need to set a behavior on another component (e.g. a toggle button, a push button). Supported behaviors are: Toggle will toggle the view on and then off Show will make your view visible Hide will make your view invisible Tip: by default views are transparent, so you component on the underlying page are still visible through the view. If want the view to be opaque, first set its background color though the styles in the Properties tab and then set its background opacity in the general section of the Properties tab. Note: views can also be displayed by attaching them to the Popout component Dialogs A dialog behaves very similarly to a View, so they are also displayed over the top of pages and do not fill the whole canvas. They can be resized using the grab handles around its edge. They can also be moved around the page. The main difference between dialogs and views is that dialogs are modal and so when they are visible they prevent the user from interacting with the components on the main canvas, whereas a view is modeless and does allow the user to interact with rest of the dashboard. To trigger the display of a Dialog you need to set a behavior on another component, e.g. a push button, using the Show behavior Antivia Group Page 181

182 Tip: Dialogs can be useful to pop up a list of transactions to provide more detail on the current dashboard context 10.3 Shared properties General properties Pages, views and dialogs each implement one or more of the following properties: Property Name Label This is the name of the page, view or dialog. It is displayed in the Object Browser and is also used whenever you reference the page, view or dialog in an expression. This is the display name of the page, view or dialog. In the simple case this can be set by entering a literal text value. In advanced cases this can be set using an expression. Background opacity The level of opacity of the view or dialog, expressed as a number between 0 and 100, e.g. 0 for transparent, 100 for totally opaque. In the simple case this can be set by entering a literal numeric value. In advanced cases this can be set using an expression. Note: you must set a background color for the view or dialog under styles to enable this property Show close button For dialogs, choose whether or not to display a close button. The default is to display the close button Behaviors Behaviors are another key feature of DecisionPoint. They enable Designers to implement application style functionality, including custom workflows, without writing code. Behaviors take the form of when an event occurs then take the following action. Events and actions are both defined by selecting from a drop down list. Pages, views and dialogs support the following events: Antivia Group Page 182

183 Event Clicked Hidden Next Prev Shown Toggled When the user clicks in the page, view or dialog When the page, view or dialog is hidden When the user clicks the next button to move between pages When the user clicks the previous button to move between pages When the page, view or dialog is shown When the page, view or dialog is shown or hidden through a toggle action on another component When an event is triggered the Designer can specify if one of the following actions should be performed: Action Change value Click Hide Navigate to Print Refresh Change the value of the specified component Click the specified component, e.g. when one component is clicked pass this on to another component Hide the specified page, view or dialog Navigate to the specified page, view or dialog Print the dashboard (where supported by the device the dashboard is being viewed on) Refresh the specified dataset Note: this feature is only available in the Enterprise version of DecisionPoint Reset all filter states Reset all the filter components which are attached to a dataset through contributors Tip: you can add filter components as contributors to more than one dataset. As a result it is possible to create utility datasets which are only used to reset the status of filters. For example, if you have combo boxes which filter region, time and product on the dataset main but you want to have a button which only resets time and product, if you create a Antivia Group Page 183

184 separate dataset called, say, utility and add the time and product combo boxes to it as contributors, then if the behavior on the button is set to reset all filters on the utility dataset then only the time and product selections will be reset but this change will flow through to the main dataset. Show Toggle Show the specified page, view or dialog Toggle the specified page, view or dialog, so show it if it is currently hidden or hide it if it is currently visible Style Pages, views and dialogs support the following style: Property General backgroundcolor The background color of the page, view or dialog. Click the value cell to bring up the color picker Working with the Object Browser The object browser shows you the structure of your dashboard and enables you to add or remove pages, views and dialogs. The Object Browser is visible when DecisionPoint is in Advanced Mode. In the Object browser you see a list of the pages, views and dialogs that make up your dashboard. To select pages, views or dialogs, click its name. This will also display its details in the properties panel, where you can edit its name, display label, etc. Tip: when working with views and dialogs, click to select the view you want to work with then hold the control key down and select other pages, views or dialogs to make them visible under you view. This is very useful when laying out views and dialogs when you need to align with components those on a different page, view or dialog Antivia Group Page 184

185 To add pages, views or dialogs, click the green plus icon to add a new page or click the drop down list to the right of the green plus icon to add a new view or dialog. To delete a page, view or dialog, click the red cross icon Note: be careful because when you delete a page, view or dialog you also delete all of the components that it contains. If you delete something by mistake, use the Undo button on the tool bar (or Edit > Undo) The Component View The lower half of the Object Browser is the Component View. This lists all of the components that are contained in the selected page, view or dialog. To select a component, click its name. This will also display its details in the properties panel and its dataset in the Object Panel. Note: you can use the SHIFT and CTRL keys whilst clicking on the Component View to multi-select objects in the canvas. Note: you can also select a component by clicking it on the canvas To hide and unhide components on the canvas while you design, click the eye icon ( ) Note: hiding or un-hiding components in this way only takes effect at design time in DecisionPoint Designer. To use the component's dataset as a filter to another dataset, drag and drop the filter icon ( ) onto: o The contributors list on the Filters tab in the Object Panel for the dataset you want to filter. See the section on Contributors for more details o Another component displayed on the dashboard canvas. This allows one component to drive another by using the selected value(s) in the primary dataset as a filter onto the secondary dataset. The available columns in the secondary dataset will be the results columns of the primary dataset. For example: if the primary component is a table and the secondary component is a bar chart. As the user clicks rows in the table to select them, then these rows will appear in the bar chart. In this way the user can easily compare the performance of the selected values using the bar chart Antivia Group Page 185

186 11 Previewing dashboards at design time As you are developing your dashboard you probably want to see it working in your browser to ensure it behaves correctly. DecisionPoint provides this capability through LivePreview. As you are designing your dashboard, press the LivePreview button ( preview your dashboard in a web browser. ) on the main toolbar this lets you Note: Within your browser the dashboard is fully interactive so all drills, filters and navigation work correctly As you change your dashboard by adding and removing components or by moving components on the canvas, these changes are reflected immediately, in real-time, in your browser without any need for you to refresh. So, if you work with two screens, you can have DecisionPoint Designer displaying on one screen and your web browser on the other and watch as your dashboard evolves before your eyes, whist testing all your changes as you go along. Tip: If you share the LivePreview URL from your browser with your target users, they can also try and interact with the dashboard while you are developing it. They can provide feedback which you can implement in real-time for them. As they see the changes reflected in their dashboard they can provide further feedback. In this way, you can quickly iterate to deliver the dashboards your users really need. You can control whether users have access to your LivePreview sessions in two ways: 1) Under File > Preferences -> LivePreview you can choose to share your LivePreview sessions by the DecisionPoint Server. In this case you specify a folder on the server where your LivePreview sessions are shared. Only users with permissions to access this folder will be able to view your LivePreview session [Enterprise only] 2) Under Filter > Preferences -> Advanced you can set options for 'Prompt user on local LivePreview connection'. Options are: a. Remote connections will ask you to approve connections from remote machines b. All connections will ask you to approve all connections c. Never will never prompt you and will allow all connections Antivia Group Page 186

187 12 Sharing dashboards Dashboards can be shared in various ways. Please refer to the appropriate section below for information on how to share dashboards with DecisionPoint Enterprise and DecisionPoint For Excel Sharing dashboards with DecisionPoint TM Enterprise Sharing a dashboard to the DecisionPoint Server Within the Enterprise version, Dashboards are shared via the DecisionPoint Server. Once shared, end users can use the DecisionPoint Catalog to securely view dashboards using browsers or via the DecisionPoint Mobile Apps or directly from bespoke portals. To share a Dashboards: Select the share dashboard icon from the toolbar (or File > Share Dashboard > Catalog ). Use the tree list to choose a destination folder on the server to save the dashboard into Note: users only see dashboards from folders which they have been given permission to view. Permissions are defined within DecisionPoint Data Center. See the DecisionPoint Data Center documentation for more information on setting permissions. Click Finish to return to the Designer Or, click Next to optionally add a description and a thumb nail image to your dashboard. The thumbnail image will appear in the Catalog. Note: to hide a dashboard, so it does not appear in the Catalog, from DecisionPoint Data Center select the dashboard in the tree. Right click and choose Edit then uncheck the option 'Visible in Catalog' Creating Live Tiles in the Catalog In addition to using a static image as a thumbnail when you share dashboards through the DecisionPoint Server you can alternatively specify a dashboard (XDP file) to be used as a thumbnail image, referred to as a Live Tile Antivia Group Page 187

188 Typically, dashboards used as Live Tiles include a single component (e.g. a Big Number with an alert to show a trend) and are used to show high level summary information to a business user. To create a live tile: Create a new dashboard for your live tile Edit the dashboard properties Ensure the dashboard height and width are equal to define a square canvas Ensure the scale mode is set to 'On Shrink' Note: The Live Tile will be displayed at 110px by 100px in the Catalog, but you can work with a larger canvas size in Designer for ease of use Save your dashboard Note: To use this Live Tile, select this DecisionPoint (XDP) when you specify the main dashboard's thumbnail Note: Because the browser may be rendering many Live Tiles at the same time, for performance reasons it is important to keep Live Dashboard dashboards to a minimum. Do not use large datasets. Limit the number of Dashboard Components to 1 3 items. Do not use Interactive Components (e.g. Drill Bars) Do not use complex logic with many datasets Retrieving a shared dashboard You can retrieve a Shared Dashboard from the Server and into Designer for editing using the File > Open Shared Dashboard menu option Sharing dashboards with DecisionPoint TM for Excel When you have completed your dashboard and are ready to share it, DecisionPoint gives you three options: Send by Save to file server Share by Dropbox Antivia Group Page 188

189 Send by Send by sends the dashboard using the Microsoft Outlook Windows client on your computer (this is not supported on MacOS). Note: If you do not have Microsoft Outlook installed or you are using MacOS, please see the Save to File Server section for details of how to distribute your dashboard. To send a dashboard by Select the share dashboard icon from the toolbar (or File > Share Dashboard > Outlook ) Enter up to 10 addresses you wish to send the dashboard to. DecisionPoint remembers the last s you selected, so you can click the tick icon adjacent to an existing address to include it. You can also overtype old addresses should you wish. Note: if you want to send to more than 10 recipients you can add their names into the 'To' list in Outlook before you send the . DecisionPoint will create a new for you in Outlook. Attached to this are two files: o An HTML version of the dashboard for viewing on desktop browsers o A dpview version of the dashboard for viewing with the DecisionPoint Viewer on mobile devices Note: To view dashboards on mobile devices users must download the free DecisionPoint Viewer native application for their device. More details are available on Antiva's web-site. Dashboards shared as.dpview files are available to view offline. Offline viewing requires one dashboard to be viewed initially with an online connection through the DecisionPoint app to download the required support files. Subsequently, any dashboard can be viewed offline simply by opening it from the mail client on the mobile device. When a new version of DecisionPoint is released, the support files will require downloading again (this is only required once with each new version of DecisionPoint ) Offline viewing was introduced with DecisionPoint version 4 R8. Dashboard viewers will need to update to the latest version of the DecisionPoint mobile apps to be able to view offline dashboards. If you have users who still use the old mobile app, then you can Antivia Group Page 189

190 publish dashboards to them in the old.dpview format by setting the 'Share without offline access' preference (File > Preferences). Edit the subject and body as necessary and then send the Save to File Server You can also save the dashboard to a File Server to enable you to embed your dashboard into a website or portal. To do this: Select File > Share Dashboard > File From the Save As Dialog enter a file name and choose the location where you want to save the file to Select the Save as type. By default this is HTML. The other option is dpview. Note: the only time you need the dpview extension is if you want to manually distribute the dashboard by and some of your users will be on mobile devices. In this case save both the HTML and the dpview files and then attach these to your . Tip: When you embed your dashboard in a portal or website this will be visible to mobile viewers without them needing the DecisionPoint Viewer App. The DecisionPoint Viewer app is only required when sending the dashboard to a mobile user by . Select Save Note: To embed your dashboard in a website which is accessed over a secure HTTP connection, go to the File > Preferences menu and ensure the shared dashboards use secure protocols (https) option is checked Share through Dropbox By connecting DecisionPoint For Excel to your Dropbox account you can share your dashboards in exactly the same way as you share and control access to your other Dropbox files Allowing DecisionPoint access to Dropbox for the first time The first time you share a dashboard through Dropbox you will need to grant DecisionPoint access to your Dropbox account Antivia Group Page 190

191 To do this: Select File > Share Dashboard > Dropbox Choose OK when you see the message: When your browser window appears, choose Allow: Paste the code generated by Dropbox into the DecisionPoint dialog and select OK: Dropbox creates a new folder called DecisionPoint under the Apps folder in your account Follow the steps below to share your dashboard Sharing a dashboard through Dropbox Select File > Share Dashboard > Dropbox Antivia Group Page 191

192 Choose the location where you would like to save your dashboard and press OK: DecisionPoint shows you the link from Dropbox you can use to share your dashboard. Choose Copy Link to copy the Dropbox link which you can then paste into an to share. Note: when sharing a link via Dropbox, mobile users will be able to view your dashboard in a browser without downloading the DecisionPoint mobile app To set extra security options against the dashboard follow the link through to your Dropbox site Note: if you wish to share the dashboard from within Dropbox we recommend appending the parameter &raw=1 to the Dropbox. This will force the dashboard to open immediately without the user having to go into Dropbox first Antivia Group Page 192