SmartView. User Guide - Analysis. Version 2.0

Transcription

1 SmartView User Guide - Analysis Version 2.0

2 Table of Contents Page i Table of Contents Table Of Contents I Introduction 1 Dashboard Layouts 2 Dashboard Mode 2 Story Mode 3 Dashboard Controls 4 Dashboards Panel 5 Dashboard Configuration Panel 6 Cell and Data View Controls 8 DataView Configuration Panel 9 Managing Filter Rules 16 Managing Conditional Formatting Rules 20 Query Designer 27 Ad-Hoc Queries Panel 27 Create Query 27 Query List 28 Query Designer Window 29 Column Management 30 Record Criteria 32 Group Criteria 37 Sorting Controls 42 Save Query Panel 43 Query Results Window 45 Common Panels 47 Notes Panel 47 Export Options Panel 48 Index I

3 Introduction Page 1 Introduction Welcome to the SmartView Information Management System. SmartView is a Business Intelligence application that allows users to work with data coming from external systems, conduct meaningful analysis, and create interactive visual analytics in the form of dashboards. All fully configurable and customizable. This guide is for analysis-level users, covering how to work with dashboards and data views, and manage the settings for each. Note: Access to all data and features in the system are controlled by the user accounts. The type of account you have, and the security rights and roles assigned to it, will affect the following: The ability to see and use features to view, create, edit, or delete data. The ability to see and use data created by other users. You should always be able to use data you created yourself, unless your account has been changed to remove access.

4 Dashboard Layouts Page 2 Dashboard Layouts Dashboards can be displayed in two modes. Dashboard mode or Story mode. Dashboard Mode Dashboard mode includes multiple cells arranged in the center of the dashboard. The variety of cell configurations and content is completely custom to each dashboard. Some dashboards have fields to enter parameters to filter the data. These fields may appear in a cell within the dashboard, or aligned at the top of the dashboard.

5 Dashboard Layouts Page 3 At the bottom of the dashboard, there may be additional cells displayed as icons. Click an icon to expand the cell into the center area of the dashboard. Story Mode Story mode displays a single set of data at a time, with a navigation control to select the data to be displayed. At the top of the dashboard, the available sets of data are displayed. Click the left and right arrows to scroll through the list, and click a set to display it in the dashboard. At the bottom of the dashboard, a description of the current set is displayed.

6 Dashboard Controls Page 4 Dashboard Controls At the top of the dashboard is a drop-down toolbar panel. Click anywhere on the header to open the panel. This contains various options divided into groups. The Dashboard group includes the following options for the currently selected dashboard. Refresh Back Open Save Notes Reloads all data in the current dashboard. When using links or controls that navigate between dashboards, the Back button will step back to the previous dashboard. Opens the Dashboards panel to load a saved dashboard. Saves all user preferences and settings for the current dashboard. Opens the Notes panel to add notes related to the current dashboard.

7 Dashboard Controls Page 5 Export Pause Design Options Query Share Quick Auto Opens the Export Options panel to save the current dashboard as a PDF file. When the dashboard is set to automatically refresh, the Pause button stops the refresh until unpaused. Shifts to the Designers toolbar with the current dashboard open for modification. For more information, see the User Guide - Setup and Configuration document. Opens the Dashboard Configuration panel to change the settings for the current dashboard. Opens the Ad-Hoc Queries panel to create and manage custom queries. This feature is currently unavailable. Adds or removes the current dashboard from the Quick Access group. If there are no dashboards in the Quick Access group, the group is hidden. Makes the current dashboard the default when opening the current instance of SmartView. Only one dashboard at a time can be set to Auto. If SmartView is accessed from different locations (instances), each instance can have its own Auto settings. The Quick Access group lists the available dashboards that have been marked for quick access. This is used to quickly switch from one dashboard to another. Dashboards Panel The Dashboards panel opens to the right of the screen when selecting Open from the Dashboard group. Click X to close the panel again.

8 Dashboard Controls Page 6 The dashboards are displayed by category. Each category can be expanded or collapsed using the and icons. The User Dashboards category includes all dashboards that you have marked for Quick Access, currently or in the past. Click Show All to display all available dashboards. This includes dashboards that you have created, dashboards that have been marked as available to everyone, and dashboards that you can access due to a security role. Click the name of a dashboard to open it. Dashboard Configuration Panel The Dashboard Configuration panel opens to the right of the screen when selecting Options from the Dashboard group, and contains settings for the currently selected dashboard. Click X to close the panel again. The options are displayed by category. Each category can be expanded or collapsed using the and icons.

9 Dashboard Controls Page 7 The Options category includes the following options. Show In Quick Access Automatically start this dashboard Automatically refresh every When activated, this option causes the current dashboard to be included in the Quick Access group. When activated, this dashboard will be loaded automatically when opening SmartView. Only one dashboard at a time can be set to start automatically. If SmartView is accessed from different locations (instances), each instance can have its own settings. When activated, the dashboard will refresh all data at intervals entered in the Seconds field.

10 Page 8 Cell and Data View Controls Each cell within the dashboard has one or more DataViews, and each view has its own options and settings. The Expand icon in the top-right of each cell expands the cell to fill the dashboard area. The Collapse icon returns the cell to its original size. This option may be disabled in the configuration. The Notes icon may be displayed in the top-right of the cell, indicating that there are unread notes attached to at least one of the views within the cell. The Criteria icon in the top-right of the cell indicates that there are currently one or more criteria rules limiting the content of the current dataview. Click the icon to view the applied criteria. This option may be disabled in the configuration. If a cell contains multiple dataviews, they will be listed along the top of the cell. Click the name of the dataview to switch to that view. The Control icon to the left of each dataview tab opens the control panel for that specific view. Refresh Reloads the current view without affecting the other views. Save Saves the settings for the current view. Options Opens the Configuration panel to change the settings for the current view. Table Changes the view to a table format, with all data displayed in a grid. Card Changes the view to a card format, with the window displaying one entry at a time. Navigation controls in the bottom-right step through the entries.

11 Page 9 Line Bar Column Pie Notes Excel PDF Changes the view to a line chart format. Changes the view to a bar chart format. Changes the view to a column chart format. Changes the view to a pie chart format. Opens the Notes panel to add notes related to the current view. Opens the content of the current view in an Excel file. This is only available for Table layouts. Opens the Export Options panel to save the current view as a PDF file. DataView Configuration Panel The Configuration panel opens to the right of the screen when selecting Options from a data view, and contains settings for the current view. Click X to close the panel again. The options are displayed by category. Each category can be expanded or collapsed using the and icons.

12 Page 10 The General category includes the following options. Title Display Mode Enter the title of the data view to be displayed at the top of the cell. Select the format. Click Revert default configuration to reset the data view to its original configuration. This deletes any custom configuration saved for the view.

13 Page 11 The Columns category controls the configuration of each data element in the view. The top table is used to select each element by Title, displaying the configuration settings for each. The Data Type column identifies the type of data. Click the Show icons to set whether the column is shown or hidden. Click and drag the Move icon to change the order of the columns. Title Enter the name of the data element. This will serve as the column name for tables, label for card layout, or legend entry for line, bar, column, or pie charts.

14 Page 12 Format Format when exporting to Excel Alignment Width Select a custom format for the data. Select a custom format for when the data is exported. This uses the Excel formatting rules, which may not match the display Format defined above. Select if the data should be aligned to the left, centered, or the right. Enter the column width, in pixels. Enter zero to return to the default width. The Options category includes settings grouped into tabs. The Sorting & Sub-Totals tab includes the following options. Sort by Select the first sorted column. Click the arrows to sort in ascending or descending order. Click to delete the line. When a Sort by column is selected, a Then by field is added below.

15 Page 13 Then by Subtotal Options Select all additional columns to sort by, in order. Click the arrows to sort in ascending or descending order. Click the to delete the line. Click one or more options for displaying totals and subtotals. Show Data Rows Select this option to include the individual data rows. Without this option, only the selected total and subtotal lines will be displayed. Show Subtotal Rows Displays a subtotal row for each unique entry in the selected Sort by column. Show Grand Total Displays a grand total row at the bottom of the table. The Filtering tab lists all current filter rules. The title provides a summary of the filter conditions. Click and drag the Move icon to delete the rule. to change the order of the rules. Click Click the title to view an existing filter rule, or click the Add new rule icon Rules section for details. to create a new rule. See the Managing Filter

16 Page 14 The Conditional Formatting tab allows special formatting rules to be applied when certain conditions are met. The title provides a summary of the formatting conditions. Click and drag the Move icon Click to delete the rule. to change the order of the rules. Click the title to view an existing formatting rule, or click the Add new rule icon Conditional Formatting Rules section for details. to create a new rule. See the Managing Base criteria can be applied to a dataview at the configuration level. Criteria rules are high-level conditions that restrict the data being brought into the dataview. The Criteria tab deactivated for the current user. displays the current criteria, and allows them to be adjusted or

17 Page 15 Source Value Comparison Displays the name of the data element. This data may not be included in the dataview itself. Select how the data will be evaluated. Before The Source Value is less than the Comparison Value. Before or equal The Source Value is less than or equal to the Comparison Value. Equal The Source Value is equal to the Comparison Value. Not equal The Source Value is not equal to the Comparison Value. After The Source Value is greater than the Comparison Value. After or equal The Source Value is greater than or equal to the Comparison Value. Is empty The Source Value is blank. No Comparison Value is required for this option. Is not empty The Source Value contains any value at all. No Comparison Value is required for this option. Starts with The Source Value begins with the full Comparison Value. Does not start with The Source Value does not begin with the full Comparison Value. Ends with The Source Value ends with the full Comparison Value. Does not end with The Source Value does not end with the full Comparison Value. Contains The Source Value includes the full Comparison Value anywhere within the data. Does not contain The Source Value does not include the full Comparison Value anywhere within the data.

18 Page 16 Between The Source Value falls between the two Comparison Values. Not between The Source Value does not fall between the two Comparison Values. In list The Source Value matches at least one entry in the Comparison Values. Not in list The Source Value does not match any entry in the Comparison Values. Comparison Values If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add new list item icon to add additional fields, or click the Delete icon to remove a field. Managing Filter Rules Filters can be applied to focus the data within a selected view. The filters can be simple conditions or advanced logical structures, which will be evaluated for each row in the table. 1. Open the Control panel for the selected view, and click the Options button to open the Configuration panel. 2. Expand the Data Options category, and select the Filtering tab. 3. The title provides a summary of the filter conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule. 4. Click the title to view an existing filter rule, or click the Add new rule icon to create a new rule. The Rule Editor window opens.

19 Page 17 Select if the rule should Include or Exclude data when the Condition evaluates as true. The rule can contain Simple or Advanced conditions. For Simple conditions, the following settings are available. Source Value Comparison Select the column containing the data to be evaluated. Select how the data will be evaluated. Before The Source Value is less than the Comparison Value. Before or equal The Source Value is less than or equal to the Comparison Value. Equal The Source Value is equal to the Comparison Value. Not equal The Source Value is not equal to the Comparison Value.

20 Page 18 After The Source Value is greater than the Comparison Value. After or equal The Source Value is greater than or equal to the Comparison Value. Is empty The Source Value is blank. No Comparison Value is required for this option. Is not empty The Source Value contains any value at all. No Comparison Value is required for this option. Starts with The Source Value begins with the full Comparison Value. Does not start with The Source Value does not begin with the full Comparison Value. Ends with The Source Value ends with the full Comparison Value. Does not end with The Source Value does not end with the full Comparison Value. Contains The Source Value includes the full Comparison Value anywhere within the data. Does not contain The Source Value does not include the full Comparison Value anywhere within the data. Between The Source Value falls between the two Comparison Values. Not between The Source Value does not fall between the two Comparison Values. In list The Source Value matches at least one entry in the Comparison Values. Not in list The Source Value does not match any entry in the Comparison Values. Comparison Values If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add button to add additional fields, or click Remove to remove a field.

21 Page 19 For Advanced conditions, a formula can be entered manually, assembled from options provided below, or any combination of the two. Pointing to an option displays a description in the yellow field at the bottom of the window. Formula Field Fields The condition formula is assembled in this field. Selecting any option from the lists inserts that option at the current cursor position. Text and values can also be typed in manually. Inserts placeholders that retrieve data from the current data view.

22 Page 20 Columns Provides the columns from the current data view. Aggregates Provides options for all data within a selected column. Once an aggregate is inserted, a Column must be specified within the parentheses. Functions Inserts functions for calculations, logical structures, and retrieving data from the system. General Provides options such as comparisons and using system triggers. Math & Stat Provides mathematical options. Date & Time Provides options to retrieve and manipulate dates and times. Operators Inserts operators to structure the formula. General / Numeric Provides the standard mathematical symbols. Logical Provides options and characters for comparisons and structuring the formula. Data Type Used to verify what type of data is provided. Text Used to combine values. 5. Click OK to save the rule and close the window, or click Cancel to close the window without saving the rule. Managing Conditional Formatting Rules Custom formatting can be applied to highlight data within a selected view. The formatting rules can be simple conditions or advanced logical structures, which will be evaluated for each row in the table.

23 Page Open the Control panel for the selected view, and click the Options button to open the Configuration panel. 2. Expand the Options category, and select the Conditional Formatting tab. 3. The title provides a summary of the rule conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule. 4. Click the title to view an existing formatting rule, or click the Add new rule icon to create a new rule. The Rule Editor window opens. Define the formatting that should be applied when the Condition evaluates as true. Action Select how the formatting will be applied. Highlight Cell The cell in the selected Column will be highlighted. Highlight Row The entire row will be highlighted. Blank Value The cell in the selected Column will be blank. Reason The highlight color is set by the selected Reason. This field is available when Action is set

24 Page 22 to Highlight Cell or Highlight Row. Severe Issue Issue Severe Warning Warning Good Very Good Excellent Very Excellent Style Select the appearance of the highlight. This field is available when Action is set to Highlight Cell or Highlight Row. Background Box Circle Disk Column Select the column to be highlighted or blanked. This field is available when Action is set to Highlight Cell or Blank Value.

25 Page 23 The rule can contain Simple or Advanced conditions. For Simple conditions, the following settings are available. Source Value Comparison Select the column containing the data to be evaluated. When the Action field is set to Highlight Cell or Blank Value, this field will be automatically set to the Column selected in the format settings. Select how the data will be evaluated. Before The Source Value is less than the Comparison Value. Before or equal The Source Value is less than or equal to the Comparison Value. Equal The Source Value is equal to the Comparison Value. Not equal The Source Value is not equal to the Comparison Value. After The Source Value is greater than the Comparison Value. After or equal The Source Value is greater than or equal to the Comparison Value. Is empty The Source Value is blank. No Comparison Value is required for this option. Is not empty The Source Value contains any value at all. No Comparison Value is required for this option.

26 Page 24 Starts with The Source Value begins with the full Comparison Value. Does not start with The Source Value does not begin with the full Comparison Value. Ends with The Source Value ends with the full Comparison Value. Does not end with The Source Value does not end with the full Comparison Value. Contains The Source Value includes the full Comparison Value anywhere within the data. Does not contain The Source Value does not include the full Comparison Value anywhere within the data. Between The Source Value falls between the two Comparison Values. Not between The Source Value does not fall between the two Comparison Values. In list The Source Value matches at least one entry in the Comparison Values. Not in list The Source Value does not match any entry in the Comparison Values. Comparison Values If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add button to add additional fields, or click Remove to remove a field.

27 Page 25 For Advanced conditions, a formula can be entered manually, assembled from options provided below, or any combination of the two. Pointing to an option displays a description in the yellow field at the bottom of the window. Formula Field Fields The condition formula is assembled in this field. Selecting any option from the lists inserts that option at the current cursor position. Text and values can also be typed in manually. Inserts placeholders that retrieve data from the current data view.

28 Page 26 Columns Provides the columns from the current data view. Aggregates Provides options for all data within a selected column. Once an aggregate is inserted, a Column must be specified within the parentheses. Functions Inserts functions for calculations, logical structures, and retrieving data from the system. General Provides options such as comparisons and using system triggers. Math & Stat Provides mathematical options. Date & Time Provides options to retrieve and manipulate dates and times. Operators Inserts operators to structure the formula. General / Numeric Provides the standard mathematical symbols. Logical Provides options and characters for comparisons and structuring the formula. Data Type Used to verify what type of data is provided. Text Used to combine values. 5. Click OK to save the rule and close the window, or click Cancel to close the window without saving the rule.

29 Query Designer Page 27 Query Designer The Query Designer allows custom queries to be created directly from system data. The designer provides full control over data columns, aggregate functions, filtering, grouping, and sorting. Queries can be saved for future use, and modified as necessary. Ad-Hoc Queries Panel The Ad-Hoc Queries panel opens to the right of the screen when selecting Query from the Dashboard group. Click X to close the panel again. The options are divided into groups, depending on which feature opened the panel. Create Query This group is used to create new custom queries.

30 Query Designer Page 28 To create a new custom query, select a Topic and click Create Query. The available topics are custom to your SmartView implementation. For details on the purpose and usage of each topic, please contact your system administrator. On creating a new query, the Query Designer window opens. Query List This group is used to open an existing custom query saved in the system. The Show All switch currently has no effect. Click a name to open the query. The Query Designer window opens.

31 Query Designer Page 29 Query Designer Window The main screen of the Query Designer tool is used to manage the selected columns, criteria, and sorting. The window is composed of three sections, Column Management, Criteria Management, and Sorting Controls. The window can be minimized, maximized (the default appearance), and resized with the standard controls. Click X to close the window. Click Save to open the Save Query panel. Click Execute to view the Query Results.

32 Query Designer Page 30 Column Management The column management section is used to select the columns to be included in the query, and define any aggregate functions. At the top of the section, configure how many records should be included in the query. Select All Includes all records. This option does not require any additional settings. First Only displays a certain number of top values. This option displays the Number, Type, and Ties fields. Last Only displays a certain number of lowest values. This option displays the Number, Type, and Ties fields. Number Type Enter the number of records to display. Select if the Number field represents the number of Records or the percentage % of the total records.

33 Query Designer Page 31 Ties When showing the first or last records in the query, there may be multiple records tied for the position at the cut-off point. This setting determines how those ties are handled. A sorted column is required to use this feature. With Ties The results are expanded to include the extra tied records. Without Ties Only the specified Number of records are included. The records that are kept are determined by the configured sort order. The column detail panels display the settings for each column included in the query. Click the Append Column icon add a column. to Click [enter field] to select a column from those available in the topic. Aggregate functions can be applied in the ƒx field. Some functions might not be available if they cannot be applied to the current data type. None Average Count Maximum Minimum Sum Count Distinct No function is applied. Displays the average value of the available records. Displays the number of available records. Displays the highest value of the available records. Displays the lowest value of the available records. Displays the sum of all available records. Displays the number of unique available records. When hovering the mouse over a column detail panel, a control bar appears near the top of the panel.

34 Query Designer Page 32 Move Left Remove Insert Update Visibility Move Right Moves the column to the left. Removes the column. Inserts a new column detail panel to the left. Hides the column from the query display. The column data is still available for use in filters and grouping. Moves the column to the right. Record Criteria Criteria can be applied to restrict the records included in the query.

35 Query Designer Page 33 At the top of the section, the Select records where field defines how the criteria should be applied. All Any None Not All Some Not All All criteria must be met or the record is not included. The record is included if it meets at least one of the criteria. The record is only included if it does not meet any of the criteria. The record is included if at least one criteria is not met. The record is included if at least one criteria is met and at least one criteria is not met. To add filter criteria, click the Add Criteria icon to add a top-level criteria, or click the Add Group icon to add a group of criteria. The criteria structure is displayed in the window. 1. Click Enter Field to select the field for the comparison. Once a field has been selected, click the field name to select a different field. 2. Click the second field to select the comparison type, and provide any necessary comparison values. Some comparison types may not be available due to the data type. Less Checks if the field value is less than one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be less than Any comparison value, or All comparison values.

36 Query Designer Page 34 Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Less or equal Checks if the field value is less than or equal to one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be less than or equal to Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Equal Checks if the field value is equal to a provided value. Click Enter Value to provide the comparison value. Not equal Checks if the field value is not equal to a provided value. Click Enter Value to provide the comparison value. Greater Checks if the field value is greater than one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be greater than Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon.

37 Query Designer Page 35 Greater or equal Checks if the field value is greater than or equal to one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be greater than or equal to Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Is empty Is not empty Between Checks if the field is empty. No other configuration is necessary for this comparison. Checks if the field is not empty. No other configuration is necessary for this comparison. Checks if the field value is between two provided values. Click Enter Value to provide each comparison value. Not between Checks if the field value is not between two provided values. Click Enter Value to provide each comparison value. In list Checks if the field value matches one or more provided values. Click Enter Value to provide each comparison value. Select if the field value must match Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Not in list Checks if the field value does not match one or more provided values.

38 Query Designer Page 36 Click Enter Value to provide each comparison value. Select if the field value must not match Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. 3. Any additional criteria are marked with And or Or, depending on the Select records where setting. To create criteria with different conditions, criteria groups can be added. Each criteria group is managed the same as the top-level criteria, starting with the Select records where field and controls to add criteria and additional criteria groups (visible when hovering over the group header), plus an additional icon to delete the current criteria group. The individual criteria in criteria groups are defined the same way as the criteria in the top level. Groups can be added within criteria groups to provide even more detailed combinations. For each criteria entry, including those in criteria groups, the Toggle Criteria icon can be used to temporarily disable the criteria, while the Remove Criteria icon deletes the criteria entirely.

39 Query Designer Page 37 Click Group Criteria to display the Group Criteria section. Group Criteria Criteria can be applied to restrict groups of data (aggregates) included in the query. The grouping is calculated after the Record Criteria have been applied. The group criteria section is displayed by clicking Group Criteria in the Record Criteria section. Click Close to close the group criteria section. At the top of the section, the Select groups where field defines how the criteria should be applied. All Any None All criteria must be met or the group is not included. The group is included if it meets at least one of the criteria. The group is only included if it does not meet any of the criteria.

40 Query Designer Page 38 Not All Some Not All The group is included if at least one criteria is not met. The group is included if at least one criteria is met and at least one criteria is not met. To add filter criteria, click the Add Criteria icon to add a top-level criteria, or click the Add Group icon to add a group of criteria. The criteria structure is displayed in the window. 1. Select the aggregate type for the comparison field. Average Count Maximum Minimum Sum Count Distinct Determines the average value of the available records. Determines the number of available records. Determines the highest value of the available records. Determines the lowest value of the available records. Determines the sum of all available records. Determines the number of unique available records. 2. Click Enter Field to select the field for the comparison. Once a field has been selected, click the field name to select a different field. 3. Click the third field to select the comparison type, and provide any necessary comparison values. Some comparison types may not be available due to the data type.

41 Query Designer Page 39 Less Checks if the group aggregate value is less than one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be less than Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Less or equal Checks if the group aggregate value is less than or equal to one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be less than or equal to Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Equal Checks if the group aggregate value is equal to a provided value. Click Enter Value to provide the comparison value. Not equal Checks if the group aggregate value is not equal to a provided value. Click Enter Value to provide the comparison value. Greater Checks if the group aggregate value is greater than one or more provided values. Click Enter Value to provide the comparison value.

42 Query Designer Page 40 If multiple values are specified, select if the field value must be greater than Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Greater or equal Checks if the group aggregate value is greater than or equal to one or more provided values. Click Enter Value to provide the comparison value. If multiple values are specified, select if the field value must be greater than or equal to Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Is empty Is not empty Between Checks if the group aggregate value is empty. No other configuration is necessary for this comparison. Checks if the group aggregate value is not empty. No other configuration is necessary for this comparison. Checks if the group aggregate value is between two provided values. Click Enter Value to provide each comparison value. Not between Checks if the group aggregate value is not between two provided values. Click Enter Value to provide each comparison value. In list Checks if the group aggregate value matches one or more provided values.

43 Query Designer Page 41 Click Enter Value to provide each comparison value. Select if the field value must match Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. Not in list Checks if the group aggregate value does not match one or more provided values. Click Enter Value to provide each comparison value. Select if the field value must not match Any comparison value, or All comparison values. Click the Add Value icon to add additional comparison values. To delete a comparison value, hover over the value and click the Delete icon. 4. Any additional criteria are marked with And or Or, depending on the Select groups where setting. To create criteria with different conditions, criteria groups can be added.

44 Query Designer Page 42 Each criteria group is managed the same as the top-level criteria, starting with the Select records where field and controls to add criteria and criteria groups (visible when hovering over the group header), plus an additional icon to delete the current criteria group. The individual criteria in criteria groups are defined the same way as the criteria in the top level. Groups can be added within criteria groups to provide even more detailed combinations. For each criteria entry, including those in criteria groups, the Toggle Criteria icon can be used to temporarily disable the criteria, while the Remove Criteria icon deletes the criteria entirely. Sorting Controls The results can be sorted by fields and aggregate values of fields. One field is available by default, but additional fields can be added using the Add Order icon. For each field, select if the sorting should be Ascending or Descending. If the sorting should be based on an aggregate value, select the type of aggregate. None Average Count Maximum No aggregate is applied. Sorts according to the average value of the available records. Sorts according to the number of available records. Sorts according to the highest value of the available records.

45 Query Designer Page 43 Minimum Sum Count Distinct Sorts according to the lowest value of the available records. Sorts according to the sum of all available records. Sorts according to the number of unique available records. Click Enter Field to select the field for sorting. To delete a field, hover over the field name and click the Delete icon. Save Query Panel A custom query can be saved with a specific configuration. When using the query, settings can be changed for the specific requirements at the time. The changes are not saved unless the query is saved. The Save Query panel opens to the right of the screen when selecting Save in the Query Designer window. Click X to close the panel again.

46 Query Designer Page 44 Name The name of the query can be edited.

47 Query Designer Page 45 Description Topic Cache No records message The description of the query can be edited. The topic name can be edited. Enter the time, in seconds, that the query results should be kept by the system. During this time, the system will return the results from the most recent query. After that time, the system will run a new query. Using cached queries can improve performance for large queries. Enter a message to be displayed if no records are available. If no message is specified, the default message "No records to display" is used. This message is inherited at the dataview level in the dataview configuration, and can be overridden. However, if this message is changed here, any dataviews that have already inherited the previous message are not updated. Create Data View The query can be made available when designing the dashboard. This allows it to be assigned to a cell in the dashboard. Note that any changes made to the query in the future will not affect the version in the dashboard unless this option is enabled again when saving the changes. Publish to SSRS This feature is not in use at this time. Click Save to save the query. Query Results Window When executing a query, the Query Results window opens. This window displays the results with the current query configuration, and provides controls for sorting, filtering, and changing the view mode.

48 Query Designer Page 46 Columns can be sorted by clicking on the header, and filters can be applied using the Filter icon. The Control icon to the left of query name opens the control panel, where the query can be refreshed, changed to a different view mode, or exported to an Excel file. Click Edit Query to return to the Query Designer window.

49 Common Panels Page 47 Common Panels While some configuration and option panels are exclusive to certain sections, some are shared and can be accessed from multiple locations. Notes Panel Notes can be attached to individual dataviews, snapshots, or to entire dashboards. These notes can provide additional information, or provide a forum for questions and answers. All notes are visible to users who have access to the specific dashboard or dataview, and have the rights to view notes in general.

50 Common Panels Page 48 The Title of the associated dashboard or dataview is displayed at the top of the panel. The notes are displayed in order of date and time. Any notes from other users are indented and highlighted, and display the name of the user. Click to delete a note. You can only delete your own notes. Click More to scroll up and down through the notes history. Export Options Panel

51 Common Panels Page 49 The Export Options panel opens to the right of the screen when selecting Export from the Dashboard group. Click X to close the panel again.

52 Common Panels Page 50

53 Common Panels Page 51 The options are displayed by category. Each category can be expanded or collapsed using the and icons. The Document Properties category includes the following options. Document Title One Data View Per Page Orientation Paper Size Custom Paper Size Margins Custom Margins Charts & Gauges Scaling Ratio Enter the title that will be used as the file name and the document title. If activated, the output will have just one data view on each page of the document. If deactivated, each page will include as many data views as will fit. Select if the output should be in Portrait or Landscape orientation. Select a standard paper size, or select Custom to manually define the size. If Custom has been selected for the Paper Size, enter the Width and Height. Select a preset margin size, or select Custom to manually define the margins. If Custom has been selected for the Margins, enter the Top, Bottom, Left, and Right margins. Enter a percentage to automatically scale any charts and gauges, either larger (greater than 100%) or smaller (less than 100%). Click Export to generate the file. A standard file download window opens to save or view the file.

54 Index Page i Index A Action field 21 Add button 18 Add new list item icon 16 Add new rule icon 13-14, 16, 21 Advanced Condition panel 19, 25 Advanced conditions 17, 19, 23, 25 After comparison option 15, 18, 23 After or equal comparison option 15, 18, 23 Aggregates group 20, 26 Alignment options 12 Auto button 5 Automatically refresh every switch 7 Automatically start this dashboard switch 7 B Back button 4 Background style 22 Bar button 9 Before comparison option 15, 17, 23 Before or equal comparison option 15, 17, 23 Between comparison option 16, 18, 24 Blank Value action 21 Bottom field 51 Box style 22 C Cancel button 20, 26 Card button 8 Charts & Gauges Scaling Ratio field 51 Circle style 22 Collapse icon 8 Column button 9 Column field 22 Columns category 11 Columns group 20, 26 Comparison options 15, 17, 23 Comparison Values 16, 18, 24 Condition 17, 21 Conditional Formatting tab 14, 21 Configuration panel 9-10, 16, 21 Contains comparison option 15, 18, 24 Control icon 8, 46 Control panel 16, 21 Criteria icon 8 Criteria tab 14 Custom Margins fields 51 Custom Paper Size fields 51 D Dashboard Configuration panel 6-7 Dashboard group 4, 49 Dashboard toolbar 4 Dashboards panel 5-6 Data Type column 11 Data Type group 20, 26 Date & Time group 20, 26 Delete icon 16

55 Index Page ii Design button 5 Disk style 22 Display Mode field 10 Document Properties category 51 Document Title field 51 Does not contain comparison option 15, 18, 24 Does not end with comparison option 15, 18, 24 Does not start with comparison option 15, 18, 24 E Ends with comparison option 15, 18, 24 Equal comparison option 15, 17, 23 Excel button 9 Excellent reason 22 Exclude option 17 Expand icon 8 Export button 5, 49, 51 Export Options panel F Fields list 19, 25 Filtering tab 13, 16 Format field 12 Format when exporting to Excel field 12 Formula Field 19, 25 Functions list 20, 26 G General / Numeric group 20, 26 General category 10 General group 20, 26 Good reason 22 H Height field 51 Highlight Cell action 21 Highlight Row action 21 I In list comparison option 16, 18, 24 Include option 17 Is empty comparison option 15, 18, 23 Is not empty comparison option 15, 18, 23 Issue reason 22 L Landscape orientation 51 Left field 51 Line button 9 Logical group 20, 26 M Margins field 51 Math & Stat group 20, 26 More button 48 Move column 11 Move icon 13-14, 16, 21 N Not between comparison option 16, 18, 24 Not equal comparison option 15, 17, 23 Not in list comparison option 16, 18, 24 Notes button 4, 9 Notes icon 8 Notes panel 48

56 Index Page iii O OK button 20, 26 One Data View Per Page switch 51 Open button 4-5 Operators list 20, 26 Options button 5-6, 8-9, 16, 21 Options category 7, 12, 16, 21 Orientation field 51 P Paper Size field 51 Pause button 5 PDF button 9 Pie button 9 Portrait orientation 51 Q Quick Access group 5, 7 Quick button 5 R Reason field 21 Refresh button 4, 8 Remove button 18 Revert default configuration button 10 Right field 51 Rule Editor window 16-17, 21 S Save button 4, 8 Seconds field 7 Severe Issue reason 22 Severe Warning reason 22 Show All switch 6 Show column 11 Show Data Rows option 13 Show Grand Total option 13 Show In Quick Access switch 7 Show Subtotal Rows option 13 Simple Condition panel 17, 23 Simple conditions 17, 23 Sort by field 12 Sorting & Sub-Totals tab 12 Source Value 15, 17, 23 Starts with comparison option 15, 18, 24 Style field 22 Subtotal Options 13 T Table button 8 Text group 20, 26 Then by field 13 Title column 11 Title field Top field 51 U User Dashboards category 6 V Very Excellent reason 22 Very Good reason 22 W Warning reason 22 Width field 12, 51

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