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Additional Features in Dashboard

What are the 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 the Edit icon to enter the data.

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

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

· User can view dashboards which are tab separated.

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

· Define the Dashboard and the Tab Name.

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Chart

· Select the Name and Panel type on the screen.

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

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

· Refer to 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, the User has to specify the Constrains for X-axis and Y-axis. Then the Chart appears as per the Query.

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· 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 to 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]'”

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· Users can change the Color of the Chart and Type the Chart.

· There are 4 types of Charts.

Column

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Line

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Point

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Area

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· User can give the Chart Heading or Change it in the Title Properties.

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· User can change the Color and Font size in the Label Setting.

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Pie-Chart or Doughnut

· User can select the Pie-Chart/Doughnut type and click on Add button.

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· As in the Chart type, Enter the User Query or Stored Procedure Select the Constraints for Legend Column Name and Value Column Name.

· There are 2 Chart types, Pie and Doughnut type.

Pie-Chart

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Doughnut Type

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· User can Add Multiple Charts and Pie-Charts and a Preview of all the Graphs can be seen in the form of different panels.

Step 2: Custom Menu Design and Step 3: User Authorization.

· Both the Steps remains same as in this Example.

Dashboard

· Defined in Menu Design, Go to Menu Bar and find the Dashboard Name.

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