Dashboard Design

Download Dashboard Design

Post on 10-Nov-2014

37 views

Category:

Documents

2 download

Embed Size (px)

DESCRIPTION

BO

TRANSCRIPT

User Reference Manual

Dashboard DesigniTree Consulting Private LimitedCopyright iTree Consulting Pvt. Ltd.| All rights reserved

Contents 1. Introduction.......................................................................................................................... 3

2. Getting Started with Dashboard Design............................................................................ 4

3. Working with Chart Component ........................................................................................ 7

4.Dynamic Visibility ................................................................................................................ 14

5.Working with Selector ......................................................................................................... 16

6. Working with Single Value Components.......................................................................... 20

7. Working with Maps, Text, Arts n Background and Other Components......................... 22

8. Other Components ........................................................................................................... 21

9. Working with Live Office.................................................................................................... 40

2

1. Introduction Dashboard Design is a Dash boarding tool, which provides visualization power to your business data.

It has ability to provide What-If-Analysis for better decision-making.

3

2. Getting Started with Dashboard Design Start Dashboard Design and you will find the screen as shown consisting Canvas, & Excel. As specified on standard tool-bar you can have view to only canvas or excel or both, save .xlf file, increase or decrease the size of canvas as required, preview visualization. From Export tool bar, you have variety of export options like Excel, PDF, PPT, and SWF & even to BOE. You have THEMEs tool-bar to apply various themes and colors to visualization. Format toll-bar is used to bring your components in front or back, center horizontally, vertically and both, align top or bottom. Click on View- Components to see list of all available components. You have tree list for Charts, Containers, Selectors, Single Value, Maps, Test, Other, Art and Background and Web Connectivity. All components can be viewed in Category, Tree or List mode. Cock on View- Object Browser to see all components placed on canvas as object. You can set properties for each object like name, group, visible or not in non-preview mode.

4

When you open Dashboard Design by default blank Excel is also embedded. If you have any other Excel spreadsheet then you can also import it from Data-Import or from Import Spreadsheet option from Standard tool-bar. You have also option of import from Enterprise and even exporting embedded Excel.

5

6

3. Working with Chart ComponentGeneral Tab:1. Expand the Chats tree from component panel. 2. Select Column chart from list and drag it to Canvas. 3. Double click chart to open its property or right click component & select property. 4. Give chart title and subtitle. 5. Specify category axis name as required. 6. From Data, select range for chart either in row or column. 7. Way you select range, series is created. You can specify name value for series. 8. Specify secondary axis if required. Finally visualization will look like below.

7

Drill-Down Tab:1. Enable data insertion by checking it. 2. Give the series name destination. 3. Select insert option as row from drop-down. 4. Select source data and destination for series to be drilled. 5. Select insertion option as either on mouse-click or mouse-over. 6. If you have multiple series then you can specify default series selection and item.8

7. Place the grid component from others tree and select destination cells specified for data insertion for the grid. 8. Now preview the visualization and select different cities which are displayed on grid. 9. Drill is logical. If you have drill oriented data then you can design it as per you logical deployment.

9

Behavior Tab:-

Common:1. Select blank cell options from Ignore end blanks. It allows to ignore cell ranges with empty data in series and values. 2. You can enable Run-time tools which includes Focus button, Reset Scale button and Scale behavior option at run time. 3. Set the dynamic visibility as required. Scale:- From scale tab you can set scale limit either manual or automatic as well as Yaxis scale to either linear or logarithmic. You can also set divisions. Animations and Effect Tab:- It allows to set Data Animation and entry effect with time.

10

Appearance Tab:1. Appearance tab is used to give good cosmetics to you visualization. 2. You can set Layout for chart like chart area, plat area, title area, and legend. 3. From series tab you can specify column color, its size and transparency. 4. Axis tab is used enable or disable vertical and horizontal axis as well as Horizontal grid lines for major and minor gridlines. 5. Text tab allows changing of font, size and color of chart title, subtitle, horizontal and vertical axis label, legend and setting number format.

11

6. Colors tab allows changing of background color, and vertical gridline appearance.

Alert Tab:12

1. Alert tab is used to set alert for each series. In the following graph if the revenue is equal or less than 12000 Rs mn then city is Red, if between 12000 to 13000 then yellow and anything above 13000 is green. 2. Alert can be created based on target percent or value based. Specify the same in enable alert check box. 3. Select range for alert values as per business logic and specify colors which can be customized. 4. Specify alert color hierarchy as low values or high values are good. Finally, graph will look like below.

13

4. Dynamic Visibility1. Dynamic visibility is very important concept in Dashboard Design. It is used to show or hide component at run time. 2. To make it possible we insert some value in excel cell then depending upon the status of the cell component is shown or hidden. 3. We have different insert option like: Position Label Value Row Column Status List Filtered Row

All insert option works with blank excel cells.

4. If you insert by Position, then the actual numbers starting from 1 is inserted to the specified cell destination. E.g. for list box selector if you have 5 items in it then for each selection numbers from 1 to 5 is inserted. Say for 3rd item number 3 is inserted. 5. If you insert by Label, then actual string of the selector is inserted to specified cell destination. E.g. for Label based menu selector if you have three labels named Mumbai, Delhi & Chennai then for respective selection of button actual string is inserted. Say for selection of Mumbai, actual text Mumbai is inserted.

14

6. If you insert by value, you need to select source data from excel and then specify cell destination. E.g. if you have combo box as selector with three items then you select any three cells as range having data 12,34,56. For selection of first item value 12 is inserted to destination. For second and third selection respective values 34 and 56 is inserted to destination. It works with any cell values. 7. If you insert by Row, you need to select source data from excel sheet and specify destination as blank excel row. E.g. if you have spreadsheet table as selector then specify source data for table to insert value by row. On selection of individual row from table respective row from selected source data is inserted to destination row.

8. If you insert by Column, you need to select source data from excel sheet and specify destination as blank excel column. E.g. if you have list view as selector then select source data for list view component to insert value by column. Say list view has three items and source data contains three columns then on selection of first item first column is inserted. For the rest of the items respective column is inserted. 9. If you insert by Filtered Row, then the scenario is same as insert by row but it inserts data by filtering it. 10. If you insert by status list, it inserts 1 for selected item and 0 for unselected. E.g. if you have Fish eye as selector with tree items then select three cells as destination. For first selected item value 1 is inserted to first cell and 0 in inserted in two other cells. If item 2 is selected then value 1 is inserted in second cell and value 0 is inserted in first and third cell. Same combination happens when third item is selected.

After setting insert option for selector component or for drill with chart go to the components Behavior tab. There is Dynamic Visibility option. You15

have status, select excel cell specified as destination for insert option. In the key, specify appropriate value or select appropriate cell range to satisfy condition.

5. Working with Selector Expand the selector Tree pan to see all selectors list. Select label based menu as selector from the list and drag it to canvas. Select Line chart, Column chart and Bar chart as label for Label based menu. On the General tab from Data insertion select position as insert option. In the destination specify A1 as destination. Create three charts: Line, Column, Bar. Go to the behavior tab of each chart. In the Dynamic visibility, specify A1 as status from Excel. For Line chart give value 1 as key, 2 for Column chart and 3 for Bar chart.16

In the preview mode it will look like below.

Other Selector Components:

17

The commonly used components are: 1. Double Filter, 2. Fisheye Component, 3. Accordion Menu, 4. Radio Button, 5. List Builder, 6. List Box, 7. Check Box, 8. Toggl