DashboardDesign

Dashboard Design

Create Dashboard

· Users can create their own Dashboards which can be viewed within the tool.

· User can create Dashboard to view reports without parameter. If parameters have to be defined then it should be done in Dashboard Layout under ‘Define Custom Report’.

· User can define multiple dashboards and will be displayed as different tabs in the view screen.

Step 1: Define Dashboard and type

· Go to Utilities --> Dashboard Design.

· Click Edit icon to enter the data.

· Dashboard has to added by clicking the icon at the top right corner of the tool.

· A tab opens with Dashboard list in which we need to enter the Group name in description and add the Dashboard.

· User can view dashboards which are tab separated.

· User can add multiple Groups followed by multiple Dashboard in each of the Groups.

· Here we Use SampleDesign as Group and Tab1 as Dashboard. Close it.

· Once the Dashboard is defined, select the format of the report in the dashboard. We call it control.

· We have multiple formats of control, such as

Data Grid
Text
Pivot
Chart
Pie/Doughnut Chart
Stacked Chat
Horizontal Bar Chart
Stepped Line Chart
Radar Chart
Polar Chart
Bubble Chart
Gauge Chart

· In this exercise we get report in Data Grid type.

· Controls are the different segments that appears in Dashboard. After the selecting control type. Add Control.

Step 2: Define SQL Query

· SQL Query has to entered in the DataResource Setting tab. Query type can be of two types.

User Query
Stored Procedure

· The tab comes with multiple options to,

Change visibility of Header, Footer, etc.
Edit the title.
Change the Color and Font of characters.

· SQL Query can be entered in the Property window, which also facilitates to give appropriate title for the control. User can also change Header and Footer

· In this example, we are adding 3 controls and the Query for them is given below.

1. Select Item,ItemType from ItemMaster where ItemType = 'Manufactured'

2. Select Item,Sellable from ItemMaster where Sellable = 'False'

3. Select Item,OrderStatus,QtyPlanned from WorkOrderPlan

· Select Enter SQL Query in the each DataSource Setting tab, customise the size and location of the controls.

· Proper name should be given to each control which can be entered in Title box. Save it.

Step 3: Custom Menu Design

· Go to Utilities --> Custom Menu Design to find the following page.

. Refer CustomMenuDesign

· This page allows user to design the menu bar.

· Click Edit icon and fill the Text field with a proper name which must appear in Menu bar.

· Select module type and in this example, we select Planning and Scheduling.

· Right click on the Sample Dashboard to add child. Child is the one the that drops down once we click on Sample Dashboard.

· Select Dash Board in Type dropdown. The Program box drops down the SampleDesign which is predefined. Save it.

Step 4: User Authorization

· For User authorization, follow the same steps as in this Example

· Clear Cache once the changes are made.

Step 5: View Dashboard

· Sample Dashboard should appear in menu bar.

· Go to Sample Dashboard and click on SampleDesign to view the following Dashboard.

### What are Additional Features of Dash Board in Utilities?

· User can Create Dash Board in different formats. Such as, Data Grid, Charts, Doughnut Chart etc.,

· Refer this Example for Grid Type Dashboard.

· Here we discuss the Dashboard using Charts and Pie-charts/Doughnuts.

Step 1: Define Dashboards

· Go to Utilities --> Dashboard Design.

· Click Edit icon to enter the data.

· Dashboard has to added by clicking the icon at the top right corner of the tool.

· A tab opens with Dashboard list in which we need to enter the Group name in description and add the Dashboard.

· User can view dashboards which are tab separated.

· User can add multiple Groups followed by multiple Dashboard in each of the Groups.

· Define the Dashboard and the Tab Name.

Chart

· Select the Name and Panel type in the screen.

· Select the Color Pattern of the Graph from the Drop Downs available.

· User can give Queries in two ways, User Query or Stored Procedure. In this example, we give User Query.

· Refer the Query below for the User Query.

“select top 5 f1.ProductId, sum(f1.QtyOrdered) as Sales from ForecastProductRelation f, ForecastSalesHistory f1 where f1.PlantId = '0' and f.PlantId = '0' and f1.ProductId = f.ChildProductId and f.ParentProductId = 'Analgesic' and f1.OrderDate > '2014-01-01' group by f1.ProductId order by Sales desc”

· Once the Query is entered, User have to specify the Constrains for X-axis and Y-axis. Then the Chart appears as per the Query.

· After the User Query, Define Query for Drill Down Properties.

· Drill Down Query will show the changes made in the Chart or Grid type and any other information in the main Dashboard Screen.

· Refer the Drill Down Query below.

“select fs.ProductId, fs.QtyOrdered as Sales from ForecastSalesHistory fs, ForecastRegionDetail fr where fs.PlantId = '0' and fr.ParentRegionId = 'SOUTH' and fs.OrderDate >= '2011/01/01' and fs.PlantId = fr.PlantId and fs.RegionId = fr.ChildRegionId and fs.ProductId='[PV_PARAM1]'”