Card Item

Name

Each item can be renamed by the user

Description

This feature allows you to add a description to a specific item. A description will appear below the item's data.

Value

The field on which the card item will perform the calculation. It is possible to select only one value.

Summary type

The value will have different types of summary/total calculation.

• The different types are: Count distinct, Sum, Average, Min, Max.

• The value field type (numeric/textual/ date) will affect the valid options for the summary type:

  • Numeric - Count distinct, Sum, Average, Min, Max

  • Textual - Count distinct

  • Date - Count distinct, Min, Max

• The user must choose a value before choosing a summary type (the summary type drop down will be disabled before choosing the value).

Format type

The format for the display of numeric values (not relevant for textual values). Format options are number ,percent and currency.

Number - show the value as a number.

Percent - multiply the value by 100 and show as percent. example: if value is 0.8, show 80%.

Currency – show the value with $. example: if value is 0.8, show 0.8$

for each format type, the user can define precision - any number between 0-3.

Filter

The “Filter” can be used to filter out records (rows from the report the dashboard is based on), only for the specific data item. The filter will have predefined options based on the chosen field type:

• Numeric - equal to, not equal to, greater than, less than, between

• Textual - contains, not contains, starts with, end with.

The conditions can be concatenated by And, Or functions

Optional filters:

• Days Before Today - In reference to the day the report is executed, if the value in the filter is zero, only results for that day will be displayed (from 00:00).

• Days Before Report End - According to the range in which the report is conducted (for example, 1.10.2023 - 30.10.2023), if the filter value is zero, only the results for the final day (30.10.2023) will be displayed.

• Days After Report Start - Considering the range in which the report is performed (1.10.2023 - 30.10.2023), if the value in the filter is zero, only the results for the first day (1.10.2023) from 00:00 to 23:59 will be displayed.