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Configuration Tool

Tool Details

Example

Pie Type

The pie item can be structured as an 'Argument & Value Pie' or as a 'Values Only Pie.'

In an Argument & Value Pie, each slice is labeled with both a category (argument) and its corresponding value, offering context to the value by specifying what it represents. This type is useful when the chart’s purpose is to emphasize both the category names and their values, making it easier to compare categories directly.

In contrast, a Values Only Pie displays only the values for each slice, without specifying categories. This format is simpler and focuses purely on the proportion of each value within the whole. It's beneficial when the specific categories are already understood by the audience or are less important than the overall value distribution.

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Name

Each item can be renamed by the user



Argument

The pie is divided according to the argument - the pie "slices" are the results of the field chosen as argument.

Arguments can only show the top/bottom “N” results. “N” can be set by the user in the “Value” configuration tool.

In the following example, "Event Name" was chosen as the pie argument. The option "Top N" was selected with N=3, and "Show Others" is enabled.


Value

The data set that would be divided into the pie "slices". Only one value can be chosen for the pie.

In the following example, "Unit Name" was chosen as the values.

Summary type

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

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

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

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

    • Textual - Count distinct, count

    • Date - Count distinct, count, 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 - 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 the currency icon. example: if value is 0.8, show 0.8$. The currency will be displayed according to the currency defined for the organization, or the currency defined for the cluster (cluster definitions take precedence over organization definition).

Temperature

Volume

Weight

Velocity

Distance

Pressure

  • The units of measure change according to the settings of each individual user in the My Users section

  • For each format type, the user can define precision - any number between 0-10.

  • When the format type is selected, the value returned from the report mechanism is not converted. It is only the mark that is added.

     Format types will not be validated by field types; that is, if a field is numeric, you can add any format type to it.






Labels







Can include the argument name, value, and percent out of the total.

Colors

Dashboard designer offers the option of marking different parameters with different colors.



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 and more

  • Textual - contains, not contains, starts with, end with, and more

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 day before the final day (29.10.2023) 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.



More Options


  • Delete/Duplicate

  • Add Info

  • Display Type - There are two ways to display the data in the item:

    • Doughnut

    • Pie

  • Filter Options - The 'Master Filter' feature enables dashboard elements, such as pie segments, to act as primary filters. This functionality allows users to filter the entire dashboard with a simple click on any pie slice, enhancing interaction by enabling seamless drill-downs and deeper data exploration.

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