Recreatex documentation

Creating Parameters in the Dashboard Designer

To create dashboard parameters in the Dashboard Designer, do the following:

Specify the following settings.

Then, click OK to add the created parameters to the dashboard.

Look-Up Editor Settings

There are three types of look-up editor settings that can be specified for a parameter. Select the required type from the LookUpSettings drop-down list.

In this case, the Value specifies the default parameter's value.

In this topic, you will learn how to pass parameter values to a dashboard.

SQL Queries

The Dashboard Designer provides the capability to use a dashboard parameter as an SQL query/stored procedure parameter. To pass a dashboard parameter, do the following:

Filtering

You can filter the specified query of the SQL Data Source or apply filtering to a specific dashboard item according to the current parameter value(s) using the Filter Editor.

In the Filter Editor, you can compare a field value with the following objects.

Thus, to compare a field value with a parameter value, click the button, then click the button.

Conditional Formatting

You can apply conditional formatting to a specific dashboard item according to the current parameter value when creating the Expression format condition. In the Expression dialog, you can compare a field value with parameter values in the same manner as in the Filter Editor dialog.

Calculated Fields

You can use parameters when constructing expressions for calculated fields. A parameter is inserted into the expression using the “Parameters.” prefix.

To see a list of available parameters, click Parameters in the Expression Editor dialog.

The dashboard provides a built-in Dashboard Parameters dialog, which provides the capability to change dashboard parameter values. This dialog is created automatically, depending on the parameter type and visibility settings.

To invoke the Dashboard Parameters dialog in the Dashboard Designer, click the Parameters () button in the dashboard title. Depending on the visibility state of the created dashboard parameters, this invokes the following dialog.

Select the required parameter values in the Dashboard Parameters dialog and click the Submit button to apply the changes.

To reset the changes to the default values, click the Reset button.

This topic describes how to add a new dashboard item to the dashboard, and the basic actions that can be performed on the item.

Overview

Dashboard items can be divided into the following groups, by type:

Data Visualization Items

Data visualization items represent UI elements used to display data within the Dashboard.

Chart	Grid	Gauges
Cards	Pivot	Choropleth Map
Pies	Range Filter	Scatter Chart
Geo Point Map	Bubble Map	Pie Map

The Dashboard also provides the Image and Text Box dashboard items used to display static images or text within the dashboard.

Filter Elements

Filter elements are used to apply filtering to other dashboard items.

Combo Box	List Box	Tree View

Dashboard Item Group

Dashboard item group arranges dashboard items and allows you to manage interaction between dashboard items within and outside the group.

Creating Dashboard Items

To create a dashboard item in the Dashboard Designer, click the corresponding button in the ribbon or the toolbar.

This creates an empty dashboard item, and displays the required data sections for binding this item to data.

Perform the following steps to design a dashboard item.

After you have created and designed the dashboard item, you can create an exact copy of it. To do this, click the Duplicate button in the Home ribbon tab...

... or use the dashboard item's context menu. To remove the dashboard item from the dashboard, use the Delete button or the corresponding item in the context menu.

Converting Dashboard Items

The Dashboard Designer provides the capability to convert data-bound dashboard items to another type. To convert the selected dashboard item to another type, use the Convert button in the ribbon's Home tab or the corresponding command in the item's context menu.

The Dashboard Designer preserves the initial set of data items in the converted dashboard item. The data shaping settings of data items and their names are also persisted.

The following dashboard item settings are preserved, if possible.

The HIDDEN DATA ITEMS area can be used to perform various data shaping and analysis operations by measures or dimensions that do not directly take part in the visual representation of data.

To create hidden data items, choose the required data field from the Data Source Browser and drop it onto the appropriate section in the HIDDEN DATA ITEMS area.

You can perform the following operations using hidden data items.

Filtering

You can use hidden dimensions to apply filtering to the dashboard item. To do this, select the required hidden dimension in the Filter Editor dialog and specify the required condition.

For instance, the Grid on the image above is filtered by the first quarter of the OrderDate (Quarter) dimension.

Sorting

You can sort values of the specified dimension by the hidden measure. To do this, select the required measure from the dimension's Sort By sub-menu.

For instance, categories displayed in the Grid on the image above are sorted by values of the hidden Quantity (Sum) measure.

Top N

You can use hidden measures in Top N conditions. To do this, select the required measure from the Measure combo box in the Top N Values dialog.

For instance, the Grid on the image above displays top 5 categories for the Quantity (Sum) hidden measure.

Conditional Formatting

You can create format rules based on hidden measures to apply conditional formatting to elements corresponding to visible values. To do this, use the Add Format Rule menu of the hidden measure.

For the Expression format condition, you can use the required hidden measure in the same manner as in the Filter Editor dialog.

In OLAP mode, the cube schema is fetched automatically, and the Data Source Browser displays the entire OLAP cube structure.

To visualize data from the OLAP cube, drag-and-drop measures, attributes or hierarchies onto the appropriate data sections in the DATA ITEMS area.

Note that OLAP measures can only be placed in the Values section, while dimension attributes and hierarchies can only be placed in other data sections.

OLAP hierarchies allow you to customize each level separately. To access hierarchy level options, invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level.

See Also

Binding Dashboard Items to Data

To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure.

This topic describes how to specify which summary function should be calculated against a particular measure.

The following sections are available.

Summary Function Types

The following summary functions are available:

Count	The number of values (excluding Null and DBNull values). This is the only summary type that can be calculated against non-numeric data.
Count Distinct	The number of distinct values.
Sum	The sum of the values.
Min	The smallest value.
Max	The largest value.
Average	The average of the values.
StdDev	An estimate of the standard deviation of a population, where the sample is a subset of the entire population.
StdDevP	The standard deviation of a population, where the population is the entire data to be summarized.
Var	An estimate of the variance of a population, where the sample is a subset of the entire population.
VarP	The variance of a population, where the population is the entire data to be summarized.

Changing Summary Type

By default, Dashboard calculates Sum for numeric measures and Count for measures that contain another type of data.

You can change the summary function type for numeric measures. To do this in the Designer, invoke the data item menu and select the desired summary type. Less common summary types are organized in the More submenu.

The Dashboard Designer allows you to group dimension values and display summaries for entire groups rather than individual values.

You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by years, months, quarters, etc.

This topic lists the supported text and date-time group intervals, and describes how to change the group interval.

The following sections are available.

String values support the following grouping intervals.

Date-Time Group Intervals

Date-time values support the following group intervals.

Changing Group Interval

To specify the group interval in the Designer, invoke the data item menu and select the desired group interval. Less common group intervals are organized in the More submenus.

The Dashboard Designer allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by parameter values.

The sort order of dimension values is indicated with an arrow.

To change the sort order in the Designer, click the data item. You can also toggle sorting from the data item menu.

Sorting by Measure Values

Dashboard allows you to sort dimension values by summary values calculated for a specific measure.

To enable sorting by measure in the Designer, use the Sort by submenu in the dimension's menu.

You can also sort dimension values by the values of hidden measures.

OLAP Sorting Specifics

In OLAP mode, you can use the following options to specify the sort order for attribute members.

The Dashboard allows you to filter a query of the SQL Data Source or apply filtering to a specific data-aware dashboard item.

This topic describes how to enable and reset filtering.

Apply Filtering

To configure filtering, select the target dashboard item and do one of the following.

This will invoke the Filter Editor dialog. Use this dialog to build filter criteria with a convenient tree-like interface.

You can use hidden dimensions within the Filter Editor dialog, allowing you to filter data based on their values.

Clear Filtering

To clear filtering in the Designer, select the target dashboard item and do one of the following.

OLAP Filtering Specifics

You cannot apply filtering by building complex filter criteria in OLAP mode. Instead, you can filter dimension attributes and hierarchies by manually selecting the values you wish (or do not wish) to include in the dashboard.

For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display.

For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level.

The Top N feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure.

To display the top values in a dimension, select Top N from the data item menu.

This invokes the Top N Values dialog.

In this dialog, check the Enabled check box and specify the following settings.

You can use the hidden measure as a parameter that will determine the top or bottom value.

Dashboard allows you to customize various data format settings for numeric and date-time values.

Formatting Numeric Values

To specify a format for numeric values, select Format from the data item menu.

This invokes the Numeric Format window.

In the Format type field, select the required format type.

Auto	Format settings are automatically determined based on the data type.
General	Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number.
Number	Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol.
Currency	Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the Currency Formatting Specifics section of this document.
Scientific	Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9).
Percent	Multiplies a number by 100 and converts it to a percentage string.

Other format settings are in effect for only specific format types.

Setting	Description	Format Types
Unit	The unit to which values should be converted.	Number, Currency
Precision	The number of fractional digits that should be displayed.	Scientific, Percent
Currency	Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the Currency Formatting Specifics section of this document.	Currency
Currency culture	For currencies used in a region with several cultures, specifies the culture that defines format settings.	Currency
Include group separator	Specifies whether or not separators should be inserted between digit groups.	Number, Currency, Percent

Formatting Date-Time Values

To specify a format for date-time values, use the Format submenu in the data item menu.

This submenu lists the available format types that depend on the selected group interval (for details on group intervals, see Grouping).

Note

Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The Format submenu is not displayed for such group intervals.

The following table lists format types by group interval.

Group Interval	Format type	Description	Examples
Year	Full Abbreviated	The full year pattern. The year from 00 to 99.	6/15/2009 1:45:30 PM -> 2009 (en-US) 6/15/2009 1:45:30 PM -> 09 (en-US)
Quarter	Full Numeric	The full quarter pattern. The quarter from 1 through 4.	6/15/2009 1:45:30 PM -> Q2 (en-US) 6/15/2009 1:45:30 PM -> 2 (en-US)
Month	Full Abbreviated Numeric	The full name of the month. The abbreviated name of the month. The month from 1 through 12	6/15/2009 1:45:30 PM -> June (en-US) 6/15/2009 1:45:30 PM -> Jun (en-US) 6/15/2009 1:45:30 PM -> 6 (en-US)
Hour	Long Short	Long hour pattern, 12-hour format. Short hour pattern, 24-hour format.	6/15/2009 1:45:30 PM -> 1:00 PM 6/15/2009 1:45:30 PM -> 13
Day of Week	Full Abbreviated Numeric	The full name of the day of the week. The abbreviated name of the day of the week. The day of the week from 1 through 7.	6/15/2009 1:45:30 PM -> Monday (en-US) 6/15/2009 1:45:30 PM -> Mon (en-US) 6/15/2009 1:45:30 PM -> 2 (en-US)
Day-Month-Year	Long Short	Long date pattern. Short date pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 (en-US)
Date-Hour	Long Short Time only	Long date pattern, long hour pattern. Short date pattern, long hour pattern. Long hour pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:00 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:00 PM (en-US) 6/15/2009 1:45:30 PM -> 1:00 PM (en-US)
Date-Hour-Minute	Long Short Time only	Long date pattern, long time pattern. Short date pattern, long time pattern. Long time pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:45 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:45 PM (en-US) 6/15/2009 1:45:30 PM -> 1:45 PM (en-US)
Date-Hour-Minute-Second	Long Short Time only	Long date pattern, long time pattern. Short date pattern, long time pattern. Long time pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:45:30 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:45:30 PM (en-US) 6/15/2009 1:45:30 PM -> 1:45:30 PM (en-US)

The table below lists format types related to the Exact Date group interval.

Exact Date Format	Format Type	Description	Examples
Year	Full Abbreviated	The full year pattern. The year from 00 to 99.	6/15/2009 1:45:30 PM -> 2009 (en-US) 6/15/2009 1:45:30 PM -> 09 (en-US)
Quarter	n/a	The default year and full quarter pattern.	6/15/2009 1:45:30 PM -> Q2 2009 (en-US)
Month	n/a	The default year pattern and the full name of the month.	6/15/2009 1:45:30 PM -> June, 2009 (en-US)
Day	Long Short	Long date pattern. Short date pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 (en-US)
Hour	Long Short Time only	Long date pattern, long time pattern. Short date pattern, long time pattern. Long time pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:00 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:00 PM (en-US) 6/15/2009 1:45:30 PM -> 1:00 PM (en-US)
Minute	Long Short Time only	Long date pattern, long time pattern. Short date pattern, long time pattern. Long time pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:45 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:45 PM (en-US) 6/15/2009 1:45:30 PM -> 1:45 PM (en-US)
Second	Long Short Time only	Long date pattern, long time pattern. Short date pattern, long time pattern. Long time pattern.	6/15/2009 1:45:30 PM -> Monday, June 15, 2009 1:45:30 PM (en-US) 6/15/2009 1:45:30 PM -> 6/15/2009 1:45:30 PM (en-US) 6/15/2009 1:45:30 PM -> 1:45:30 PM (en-US)

Currency Formatting Specifics

The Dashboard allows you to specify a currency format at two levels: for the entire dashboard and for individual data items.

1. Data Item Currency

To specify which currency to use for a particular data item, select Format from the data item menu.

In the Numeric Format dialog, select Currency in the Format type field and use the Currency combo box to select the required currency.

Note

This option only affects the way values are displayed. The Dashboard does not convert monetary amounts from one currency to another.

For regions with several cultures, you can also select the culture that will be used to format currency values.

You can also apply the default dashboard currency by selecting Use dashboard settings in the Currency field.

2. Dashboard Currency

You can also specify the default currency for the dashboard. This setting will be applied to dashboard items that have no currency defined.

To set the dashboard currency, click the Currency button in the Ribbon (or the button if you are using the toolbar menu).

This invokes the Dashboard Currency window. In this window, select the required currency using the Currency combo box.

Note

This option only affects the way values are displayed. The Dashboard does not convert monetary amounts from one currency to another.

For regions with several cultures, you can also select the culture that will be used to format currency values.

Additionally, you can specify the client culture that should be used for the dashboard by selecting the Use client system settings item.

The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). You can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values.

Master Filtering Overview

Dashboard items can be divided into four groups by their master filtering capabilities.

To learn how to manage master filtering for these items, see Master Filter Settings.

The following filter elements are available.

Instead of switching between standard master filtering modes, some filter elements allow you to switch their type. This allows you to select a single value or multiple values.

To learn more, see the Filter Elements section.

Range Filter is a special type of dashboard item that displays a chart with selection thumbs and allows you to filter out values displayed along the argument axis.

To learn more, see the Range Filter section.

Dashboard item group allows you to manage interaction between dashboard items in and out of the group.

To learn more about the interactivity capabilities of the dashboard item group, see the Interactivity paragraph in the Dashboard Item Group topic.

Master Filter Settings

Master Filtering Modes

The Master Filter item supports two selection modes.

To enable/disable master filtering, use the Multiple Master Filter or Single Master Filter buttons in the Data Ribbon tab.

Preventing Items from Being Filtered

You can prevent specific dashboard items from being affected by Master Filters. To do this, use the Ignore Master Filters (2) button in the Data Ribbon tab.

Use the option Check all filters before loading (3) to configure whether all filters should be selected or not when the report is loaded. This option is available for Filter elements (List Box, Tree View or Combo Box).

Save the dashboard design to apply the setting.

When you load the dashboard (Reporting > Dashboards > View) the filters will either be preselected or not, depending on the configuration.

Apply Filtering

To learn how to apply filtering in a specific dashboard item, refer to the Master Filtering topic in the Interactivity section for this item.

Dashboard provides the Drill-Down feature, which allows end-users to change the detail level of data displayed in a dashboard item. The Drill-Down feature enables users to drill down to display detail data, or drill up to view more general information.

Enable Drill-Down

Drill-down requires that the data section contains several dimensions...

... or a hierarchy data item (in OLAP mode).

To enable drill-down, click the Drill-Down button in the Data Ribbon tab (or the button if you are using the toolbar menu).

The following dashboard items support the Drill-Down feature.

To learn how you can drill down using a particular dashboard item, refer to the Drill-Down topic in the Interactivity section for this item.

The Dashboard Designer allows you to perform aggregations when constructing a calculated field expression. This allows you to evaluate calculated fields on a summary level.

In the Dashboard Designer, you can use the following set of predefined aggregate functions.

These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures contained in an OLAP cube.

The Dashboard can aggregate and summarize data on different levels.

The Aggr function aggregates and summarizes underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. This function can be used during the creation of a new calculated field in the Expression Editor.

The Aggr function has the following syntax.

The first argument is a summary expression calculated against a specific data source field. The next arguments are the set of dimensions whose values are aggregated and used to calculate summaries specified using the first argument. For instance, the following function calculates sums of sales for each product within the specified category.

If you created the calculated field that includes the Aggr function and dropped the created field into an existing dashboard item, the Dashboard joins the resulting aggregation with the already displayed data. This means that you can add data with increased or decreased granularity to the dashboard item. There are two main scenarios.

In this scenario, an underlying data source contains the list of orders for two categories and corresponding products.

To aggregate this data by individual categories, create a calculated field with the following expression.

The following internal table will be generated for this calculated field.

The sample Grid dashboard item contains more detailed data and includes the following columns: Category, Product and the sum of Sales.

If you drop the created calculated field to the Grid, the sum of sales for each category will be repeated for each Grid row.

For instance, you can use these values later to calculate a contribution of each product to a category’s sales.

To aggregate this data by categories and products, create a calculated field with the following expression.

The following internal table will be generated for this calculated field.

Drop the created calculated field to the Grid and set its summary type to Min. The Grid will display minimum product sales within each category.

Calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc.

The Dashboard Designer allows you to apply calculations to values of the specified measure. The following calculation types are supported.

Note that the computing of calculations depends on two factors.

In this case, you need to specify a calculation direction that depends on the dashboard item type. For instance, the Pivot dashboard item provides the capability to apply calculations along with its columns or rows.

In this case, a calculation direction depends on the dimensions' order.

In both cases, measure values participating in a calculation fall into a specified window.

To learn how to create a calculation in the Dashboard Designer, see Creating Calculations.

A window definition specifies a window that limits measure values participating in a calculation. To learn more, see Calculations Overview.

The following table lists window definitions in terms of the Pivot dashboard item. A calculation is performed using the Index function along the following directions.

Columns

A calculation is performed horizontally through Pivot columns.

Example:

In this example, a window is a combination of Country/Category dimensions.

Rows

A calculation is performed vertically through Pivot rows.

Example:

In this example, a window is a combination of Year/Quarter dimensions.

Columns / Rows

A calculation is performed horizontally through Pivot columns, then rows.

Example:

In this example, a window is the entire pivot table.

Rows / Columns

A calculation is performed vertically through Pivot rows, then columns.

Example:

In this example, a window is the entire pivot table.

Columns within Groups

A calculation is performed horizontally through Pivot columns within groups.

Example:

In this example, a window is a combination of the Country/Category and Year dimensions.

Rows within Groups

A calculation is performed vertically through Pivot rows within groups.

Example:

In this example, a window is a combination of the Year/Quarter and Country dimensions.

Columns / Rows within Groups

A calculation is performed horizontally through Pivot columns then rows within groups.

Example:

In this example, a window is a combination of Country/Year dimensions.

Rows / Columns within Groups

A calculation is performed vertically through Pivot rows, then columns within groups.

Example:

In this example, a window is a combination of Country/Year dimensions.

If necessary, you can manually specify the set of dimensions that fall into the window. These dimensions are called window dimensions.

For instance, the Index function is applied to measure values of the pivot table below using the OrderDate (Year) and Country window dimensions.

The Specific Window Definition dialog allows you to do this.

The Dashboard Designer allows you to add a calculation for numeric measures. To do this, invoke the data item menu and select the required calculation type.

The image above shows a calculation menu of the Pivot dashboard item. The following items are available.

To learn more, see descriptions of the available calculations below.

The Running Total calculation can be used to compute a cumulative total for the specified measure across a window. For example, the Grid below displays cumulative sales across all quarters.

The Customize Calculation dialog provides the following settings for the Running Total calculation.

The Moving calculation uses neighbouring values to calculate a total. For example, the Grid below shows a moving average across all quarters.

The Customize Calculation dialog provides the following settings for the Moving calculation.

The Difference calculation can be used to compute the difference between measure values across a window. For example, the Grid below shows absolute differences between quarterly sales.

The Customize Calculation dialog provides the following settings for the Difference calculation.

You can also use the Percent Difference option to specify whether the absolute or percentage difference is displayed.

A calculation is used to compute a percentage of the total for the specified measure across a window. For example, the Grid below shows a contribution of individual quarterly sales to total sales.

The Customize Calculation dialog provides the following settings for the Percent of Total calculation.

Use Expression to specify a custom calculation by adding the required calculation functions inside the measure expression.

Click the Edit in Expression Editor button to invoke the Expression Editor and specify the required expression.

The Expression type provides the Calculate along option that specifies the window and direction used to calculate differences. Note that this option is in effect if the expression contains a calculation function.

This topic contains the descriptions of window functions that can be used to specify measure expressions.

Returns the number of rows from the current row to the last row in the window.

Example:

Returns the number of rows from the current row to the first row in the window.

Example:

Returns the index of the current row in the window.

Example:

Returns the number of rows in the window.

Example:

Returns the value of the expression in a target position specified as a relative offset from the current position.

Example:

Lookup(Sum([Sales]), 3)

Returns the standard competition rank for the current row in the window.

Example:

RankCompetition(Sum([Sales]), 'asc')

Returns the dense rank for the current row in the window.

Example:

RankDense(Sum([Sales]), 'asc')

Returns the unique rank for the current row in the window.

Example:

RankUnique(Sum([Sales]), 'asc')

Returns the modified competition rank for the current row in the window.

Example:

RankModified(Sum([Sales]), 'asc')

Returns the percentile rank for the current row in the window.

Example:

RankPercentile(Sum([Sales]), 'desc')

Returns the running average of the specified expression from the first row in the window to the current row.

Example:

RunningAvg(Sum([Sales]))

Returns the running count of the specified expression from the first row in the window to the current row.

Example:

RunningCount(Sum([Sales]))

Returns the running maximum of the specified expression from the first row in the window to the current row.

Example:

RunningMax(Sum([Sales]))

Returns the running minimum of the specified expression from the first row in the window to the current row.

Example:

RunningMin(Sum([Sales]))

Returns the running sum of the specified expression from the first row in the window to the current row.

Example:

RunningSum(Sum([Sales]))

Returns the average of the expression within the window, which is defined using offsets from the current row.

Example:

WindowAvg(Sum([Sales]), First(), Last())

Returns the count of the expression within the window.

Example:

WindowCount(Sum([Sales]), First()+2, Last())

Returns the distinct count of the expression within the window.

Example:

WindowCountDistinct(Sum([Sales]), First(), Last())

Returns the maximum of the expression within the window.

Example:

WindowMax(Sum([Sales]), First(), Last())

Returns the minimum of the expression within the window.

Example:

WindowMin(Sum([Sales]), First(), Last())

Returns the median of the expression within the window.

Example:

WindowMedian(Sum([Sales]), First(), Last())

Returns the sum of the expression within the window.

Example:

WindowSum(Sum([Sales]), First()+2, Last())

Returns the variance of the expression within the window.

Example:

WindowVar(Sum([Sales]), First(), Last())

Returns the biased variance of the expression within the window.

Example:

WindowVarp(Sum([Sales]), First(), Last())

Returns the sample standard deviation of the expression within the window.

Example:

WindowStdDev(Sum([Sales]), First(), Last())

Returns the biased standard deviation of the expression within the window.

Example:

WindowStdDevp(Sum([Sales]), First(), Last())

Returns the total for the specified expression in a calculation window.

Example:

Total(Sum([Sales]))

Supported Dashboard Items

Calculations can be applied to measures of the following dashboard items.

Data Shaping Limitations

The use of calculations imposes the following limitations related to data shaping features.

The Value format condition allows you to compare static values (such as Greater Than, Less Than, Between, etc.).

The following condition types are supported for measures or date-time dimensions.

Format Condition	Description
Greater Than/Greater Than or Equal To	The Greater Than/Greater Than or Equal To format conditions allow you to apply formatting to elements whose values are greater than/greater than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in green if their values are Greater Than 150 000. Can be applied to: Measures or date-time dimensions
Less Than/Less Than or Equal To	The Less Than/Less Than or Equal To format conditions allow you to apply formatting to elements whose values are less than/less than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in red if their values are Less Than 150 000. Can be applied to: Measures or date-time dimensions
Equal To/Not Equal To	The Equal To/Not Equal To format conditions allow you to apply formatting to elements whose values are equal to/not equal to the specified value. For instance, the following image displays a Grid dashboard item whose Sales Person cells are filled in blue if their values are equal to 'Robert King'. Can be applied to: Measures, string or date-time dimensions
Between/Not Between	The Between/Not Between format conditions allow you to apply formatting to elements whose values are between/not between the specified values. For instance, the following image displays a Grid dashboard item whose Extended Price cells are filled in orange if their values are Between 100 000 and 200 000. Can be applied to: Measures or date-time dimensions
Text That Contains	The Text That Contains format condition allows you to apply formatting to elements whose values contain the specified text. For instance, the following image displays a Grid dashboard item whose Sales Person cells are in cyan if their values contain the 'An' text. Can be applied to: Measures, string or date-time dimensions

The Top-Bottom format conditions allow you to highlight a specific number of topmost/bottommost values. You can specify this number as an absolute or percent value.

The following condition types are supported for measures.

Format Condition	Description
Top N	The Top N format condition allows you to apply formatting to elements whose values are ranked at the top. For instance, the following image displays a Grid dashboard item whose top 3 Extended Price values filled in green. Can be applied to: Measures
Bottom N	The Bottom N format condition allows you to apply formatting to elements whose values are ranked at the bottom. For instance, the following image displays a Grid dashboard item whose bottom 40 percent Extended Price values are filled in red. Can be applied to: Measures

The Average format conditions allow you to highlight values above or below an average value.

The following condition types are supported for measures.

Format Condition	Description
Above Average/Above or Equal Average	The Above Average/Above or Equal Average format conditions allow you to apply formatting to elements whose values are above/above or equal to the average. For instance, the following image displays a Grid dashboard item whose Extended Price values that are above average (~ 141 000) filled in green. Can be applied to: Measures
Below Average/Below or Equal Average	The Below Average/Below or Equal Average format conditions allow you to apply formatting to elements whose values are below/below or equal to the average. For instance, the following image displays a Grid dashboard item whose Extended Price values that are below average (~ 141 000) filled in red. Can be applied to: Measures

Icon Ranges allow you to use predefined or custom sets of icons to apply conditional formatting to different ranges of values.

To format values according to the required condition, click the data item menu button, select Add Format Rule | Icon Ranges and choose the required icon set.

This invokes the Range Set dialog containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons.

This dialog allows you to change the following options specific to Icon Ranges.

Select No Style to disable the indication for the required range.

The greater or equal sign includes the smallest value of the current interval while the greater sigh excludes the smallest value from the current interval and includes it in the next interval.

Color Ranges allow you to use predefined sets of colors to apply conditional formatting to different ranges of values. You can also use custom appearance settings for specific ranges.

To format values according the required condition, click the data item menu button, select Add Format Rule | Color Ranges and choose the required icon set.

This invokes the Range Set dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors.

This dialog allows you to change the following options specific to Icon Ranges.

Select No Style to disable the indication for the required range.

The greater or equal sign includes the smallest value for the current interval while the greater sigh excludes the smallest value from the current interval and includes it in the next interval.

Gradient Ranges allow you to use predefined color gradients to apply conditional formatting to different ranges of values. You can also use specific colors to generate custom gradients.

To format values according the required condition, click the measure menu button, select Add Format Rule | Color Ranges and choose the required color gradient.

This invokes the Gradient Ranges dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient.

This dialog allows you to change the following options specific to Gradient Ranges.

To learn how to specify a custom color, see the Specify Appearance Settings paragraph in the Conditional Formatting topic.

The greater or equal sign includes the smallest value in the current interval while the greater sign excludes the smallest value from the current interval and includes it in the next interval.

A Date Occurring format condition allows you to highlight date-time values that fall into a specified interval. Note that this format condition can be applied to dimensions with the continuous date-time group interval.

To format values according to the Date Occurring condition, click the menu button of the required dimension and select Add Format Rule | A Date Occurring.

This invokes the A Date Occurring dialog that allows you to select a date-time interval(s) whose value should be formatted.

The following intervals are supported.

An Expression format condition allows you to use complex conditions to apply formatting.

To format values according to the Expression condition, click the menu button of the required data item and select Add Format Rule | Expression.

This invokes the Expression dialog that allows you to specify the required expression. For instance, the following image displays a Grid dashboard item whose rows are filled in green if the Extended Price/Quantity values are greater than 150 000 and 7 500, respectively.

You can pass static values when creating conditions or pass a dashboard parameter to apply conditional formatting dynamically. To learn more, see Passing Parameter Values.

The Bar format condition allows you to visualize numeric values using bars. You can also paint bars corresponding to positive and negative values using different colors.

To format values according to the Bar condition, click the menu button of the required data item and select Add Format Rule | Bar.

This invokes the Bar dialog that allows you to specify the required settings. For instance, the following image displays a Grid dashboard item whose Extended Price cell contains data bars corresponding to numeric values.

This dialog allows you to change the following options specific to the Bar format condition.

Bar Color Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color set.

To format values according the required condition, click the data item menu button, select Add Format Rule | Bar Color Ranges and choose the required color set.

This invokes the Color Range Bar dialog containing the set of value ranges and corresponding colors. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors.

This dialog allows you to change the following options specific to Bar Color Ranges.

Select No Style to disable the indication for the required range.

The greater or equal sign includes the smallest value for the current interval, while the greater sign excludes the smallest value from the current interval and includes it in the next interval.

The Bar Gradient Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color gradient.

To format values according the required condition, click the measure menu button, select Add Format Rule | Bar Gradient Ranges and choose the required color gradient.

This invokes the Bar Gradient Ranges dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient.

This dialog allows you to change the following options specific to Bar Gradient Ranges.

To learn how to specify a custom color, see the Specify Appearance Settings paragraph in the Conditional Formatting topic.

The greater or equal sign includes the smallest value in the current interval while the greater sign excludes the smallest value from the current interval and includes it in the next interval.

The Dashboard Designer provides the capability to color dashboard item elements by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item.

The Dashboard allows you to manage coloring for the Chart and Pie dashboard items.

Color Schemes

The dashboard provides two ways for coloring dashboard item elements.

To use global colors for coloring dashboard item elements, click the Global Colors button in the Design ribbon tab.

To use local colors for coloring dashboard item elements, click the Local Colors in the Design ribbon tab.

Dashboard items allow you to manage coloring individual dimensions or all dashboard item measures using predefined coloring modes.

To specify the coloring mode for the required dimension, click the dimension's menu button and use the Color by submenu. For instance, the image below shows the Chart dashboard item whose 'Country' dimension is colored by hue.

To specify the coloring mode for dashboard item measures, click the menu button of any measure and use the Color by submenu. For instance, the image below shows the Pie dashboard item whose measures are colored by hue.

If you enabled coloring by hue for several dimensions/measures, all combinations of dimension values/measures will be automatically colored using different colors from the default palette. To learn how to customize these colors, see Customizing a Color Scheme.

The list below describes specifics of default coloring for different dashboard items:

The Dashboard Designer provides the capability to edit colors contained in global and local color schemes. You can select the required color from the default dashboard palette or specify a custom color.

Invoke a Color Scheme Dialog

To edit colors, use the Color Scheme dialog. You can invoke this dialog in the following ways.

Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors.

For this dashboard item, the Color Scheme dialog will contain combinations of all dimension values and a specific measure.

In this dialog, you can perform the following actions.

Edit Colors

You can customize automatically assigned colors in several ways.

This reserves the current palette color for the selected value.

You can reset the customized color for the selected value using the Reset menu item.

The Color Scheme dialog allows you adding a new value with the specified color to the selected color table. To do this, click the New Value... button.

In the invoked New Value dialog, specify the dimension values, add the required measures and click OK. This creates a new value whose color can be specified as described in Edit Colors.

You can remove manually added values using the Remove context menu item.

The Color Scheme dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click New Color Table... button.

In the invoked dialog, specify the data source, add the required dimensions and enable the 'MeasureNames' Dimension check-box if you need to add measures to a color table.

Click OK to add the color table to a color scheme. Then, you can add values to this table (see Add a New Value) and specify its colors (see Edit Colors).

The Dashboard Title is located at the top of the dashboard surface. It can contain text or image content.

If you are using the Ribbon menu in the Dashboard Designer, you can change title settings by clicking the Title button (or the button if you are using the toolbar menu).

This invokes the Dashboard Title dialog, which allows you to change the text within the dashboard title, add an image, etc.

This dialog allows you to specify the following options.

When an end-user hovers over the filter icon (), all master filters applied to the dashboard are displayed in the invoked popup.

Import button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain an image as a byte array.

The dashboard title can contain command buttons.

Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons.

To show or hide the caption of a dashboard item, click the Show Caption button in the Design Ribbon tab...

...or right-click the item when designing the dashboard, and click the Show Caption menu item.

The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type.

Names	Dashboard Item Name - represents the static text within a dashboard item's caption. Data Item Container Name - represents the name of the data item container. To learn more about data item containers, see the Providing Data topic for the corresponding dashboard item. You can change the default name of the dashboard item or data item container using the Edit Names dialog. To invoke this dialog, right-click the item when designing the dashboard, and click the Edit Names... menu item (alternatively, you can use the Edit Names button in the Design Ribbon tab).
Interactivity Information	Drill-Down value - shows the value or values from the current drill-down hierarchy. To learn more, see the Drill-Down topic.
Command Buttons	Export to button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the Printing and Exporting topic. Values button - invokes a drop-down menu that allows you to switch between the provided values (in the pie, card, gauge and map dashboard items). To learn more, see the Providing Data topic for the corresponding dashboard item. Clear Master Filter button - allows you to reset filtering when a dashboard item acts as the Master Filter. To learn more, see the Master Filtering topic in the Interactivity section for the corresponding dashboard item. Drill Up button - allows you to return to the previous detail level when the drill-down capability is enabled for this item. To learn more, see the Drill-Down topic in the Interactivity section for the corresponding dashboard item.

The Dashboard Designer provides the capability to arrange and resize dashboard items and groups in various ways, using simple drag-and-drop operations.

Layout Concepts

The dashboard arranges dashboard items and groups using layout items and layout groups. They are special containers that are used to present a dashboard layout as a hierarchical structure.

Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items.

You can resize individual items/groups of items by dragging their edges.

By default, a 2x2 layout group of dashboard items is horizontally oriented and contains two child layout groups. This arranges dashboard items in two 'columns' and allows you to set a different height for items in different columns. You can switch the orientation of the 2x2 group to Vertical using the indicator at the group intersection.

This allows you to specify different widths for dashboard items in different 'rows'. The table below lists and describes different modes.

Indicator	Result	Description
		Orients the layout group horizontally and allows you to change the height of individual items and the width of 'columns'.
		Orients the layout group vertically and allows you to change the width of individual items and the height if 'rows'.

You can change the position of a dashboard item by using drag-and-drop and one of the following approaches.

Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group.

The following table illustrates how a dashboard item is dragged.

Action	Description
	Select the required dashboard item.
	Drag the dashboard item to the expected area. The drag indicator... ...will show possible positions for the dashboard item.
	Move the mouse cursor to the required position. The drop indicator... …highlights the hovered position.
	Then, the drop indicator sequentially displays areas that can be occupied by the dashboard item. Release the left mouse button when the drop indicator displays the required area.
	The dashboard item is moved to a new position.

The topics in this section describe the features available in the Chart dashboard item, and provide extensive information on how to create and customize charts in the Dashboard Designer.

This section is divided into the following subsections.

Provides information on how to supply the Chart dashboard item with data.

Enumerates and describes different types of series that can be displayed within the Chart dashboard item.

Introduces the concept of chart panes (visual areas within a diagram that display chart series), and provides information on how to create them.

Describes features that enable interaction between the Chart and other dashboard items.

Describes how to customize settings related to chart axes.

Provides information about the chart legend and its options.

Describes how to toggle the chart's orientation.

Providing Data

The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the Binding Dashboard Items to Data topic.

The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a Chart dashboard item to data in the Designer.

The Chart dashboard item has the following data sections.

• The Values section contains data items against which the Y-coordinates of data points are calculated. The Options button next to the Value data item allows you to select the series type and specify different options.

• The Arguments section contains data items that provide values displayed along the X-axis of the chart.

• The Series section contains data items whose values are used to create chart series.

Note

The Chart dashboard item allows you to manage the coloring of their measures and dimensions. To learn more, see Coloring.

The Chart dashboard item provides the capability to transpose chart arguments and series. In this case, data items contained in the Arguments section are moved to the Series section, and vice versa.

To transpose the selected Chart dashboard item, use the Transpose button in the Home ribbon tab.

Series

This section describes how to select a desired series type in the overview topic, and lists the variety of available series types.

The section consists of the following topics.

• Series Overview: Provides information on how to specify a series type in the Dashboard Designer.

• Bar Series: Lists the available types of bar series.

• Point and Line Series: Lists the available types of point and line series.

• Area Series: Lists the available types of area series.

• Range Series: Lists the available types of range series.

• Weighted Series: Lists the available types of weighted series.

• Financial Series: Lists the available types of financial series.

Series Overview

The Chart dashboard item supports a variety of series types - from simple bar and line charts to complex candle stick and bubble graphs.

• Bar Series

• Point and Line Series

• Area Series

• Range Series

• Weighted Series

• Financial Series

This topic describes how to change the series type and specify various series options (for instance, how to use secondary axis or enable point labels).

• Series Types

• Series Options

• Series Point Labels

Series Types

To switch between series types in the Dashboard Designer, click the Options button next to the required data item (or placeholder) in the Values section.

In the invoked Series Options dialog, select the required series type and click OK.

You can also do this using the Series Type gallery in the Design Ribbon tab.

• Series Options

To manage common series options, use the Common Options tab of the Series Options dialog.

• Plot on secondary axis - Specifies whether or not the secondary axis is used to plot the current series.

• Ignore empty points - Specifies whether or not empty points are ignored when plotting the current series.

Note that this option is in effect for the Line, Area and Range Area series.

• Show point markers - Specifies whether or not to show point markers for the current series.

Note

Note that point markers are always shown when Master Filtering is enabled for the Chart dashboard item. This option is in effect for the Line and Area series.

• Series Point Labels

The Point Label Options tab of the Series Options dialog allows you to enable series point labels and manage their settings.

• Show point labels - Specifies whether or not to show point labels for the current series.

• Content - Specifies the type of content displayed within point labels.

• Overlapping mode - Specifies the label overlap mode.

Note

This option is not in effect when the dashboard is displayed in the Web Viewer.

• Orientation - Specifies the orientation of point labels.

Note

The settings for Bar options are in effect for Bar series only.

• Show for zero values - Specifies whether or not to show labels for points with zero values.

• Position - Specifies the position of point labels relative to bars.

Bar Series

Bar series visualize data using rectangular bars with lengths proportional to the values that they represent.

The following types of Bar series are available.

• Bar

• Stacked Bar

• Full-Stacked Bar

• Bar

Bar series can be used to compare values across categories.

• Stacked Bar

Stacked Bar series show the contribution of individual categories to the whole.

• Full-Stacked Bar

Full-Stacked Bar series allow you to compare the percentage that each value contributes to a total across categories.

Point and Line Series

Point series visualize data as a set of individual numeric data points. Line series are used to connect numeric data points by different types of line segments.

The following types of Point and Line series are available.

• Point

• Line

• Stacked Line

• Full-Stacked Line

• Step Line

• Spline

Point

Point series visualize data as a set of individual numeric data points.

• Line

Line series connect numeric data points by straight line segments.

• Stacked Line

Stacked Line series can be used to show the trend of the contribution for each value.

• Full-Stacked Line

Stacked Line series are useful for showing the trend of the percentage for each value.

• Step Line

Step Line series use vertical and horizontal lines to connect the numeric data points forming a step-like progression.

• Spline

Spline series plot a fitted curve through each numeric data point.

Area Series

Area series connect numeric data points by different types of line segments and fill the area between the line and X-axis/other series.

The following types of Point and Line series are available.

• Area

• Stacked Area

• Full-Stacked Area

• Step Area

• Spline Area

• Stacked Spline Area

• Full-Stacked Spline Area

Area

Area series connect numeric data points by straight line segments and fill the area between the line and X-axis.

• Stacked Area

Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series connect numeric data points by straight line segments and fill the area between the line and previous series.

• Full-Stacked Area

Full-Stacked Area series are useful to show the trend of the percentage for each value.

• Step Area

Step Area series use vertical and horizontal lines to connect the numeric data points forming a step-like progression and fill the area between the line and X-axis.

• Spline Area

Spline Area series plot a fitted curve through each numeric data point and fill the area between the line and X-axis.

• Stacked Spline Area

Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series plot a fitted curve through each numeric data point, and fill the area between the line and previous series.

• Full-Stacked Spline Area

Full-Stacked Spline Area series are useful to show the trend of the percentage for each value.

Range Series

Range series are generally used to show variations in a specified time range like temperature, price, etc.

The following types of Range series are available.

• Range Bar

• Range Area

Data Binding Specifics

A range series is a space between two simple series displayed as a filled area (Range Area) or bars that stretch from a point in one series to the corresponding point in the other (Range Bar). Thus, you need to provide two measures instead of one to display a range series.

• Value 1 - a measure against which the first set of values is calculated.

• Value 2 - a measure against which the second set of values is calculated.

When you select the Range Bar or Range Area series type in the Designer, the DATA ITEMS area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders.

• Range Bar

Range Bar series are similar to Bar series except that they are drawn between a range of values.

• Range Area

Range Area series are similar to Area series except that their areas are filled between a range of values.

Weighted Series

Weighted series allow you to visualize data in three dimensions.

The following types of Weighted series are available.

• Bubble

Data Binding Specifics

Data points in a weighted series present the following two measures:

• Value - the Y-coordinate of series points.

• Weight - the size of series points.

When you select the Bubble series type in the Designer, the DATA ITEMS area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders.

• Bubble

Bubble series are similar to Point series except that they allow you to provide an additional measure whose values are expressed in a bubble size.

Financial Series

Financial series are used to illustrate stock prices.

The following types of Financial series are available.

• High-Low-Close

• Stock

• Candle Stick

Coloring Specifics

Note that financial series do not support a standard coloring mechanism used to color chart series points. The Chart dashboard item colors series points of financial series in the following way.

• Black/Blue if the price at the end of the previous period is lower than the price at the end of the current period.

• Red if the price at the end of the previous period is larger than the price at the end of the current period.

• High-Low-Close

When you select the High-Low-Close series type in the Designer, the DATA ITEMS area displays three data item placeholders. High-Low-Close series require three measures to be provided.

• High - the maximum price within the specified period (the top of the series point).

• Low - the minimum price within the specified period (the bottom of the series point).

• Close - the price at the end of the specified period (the tick mark).

• Stock

When you select the Stock series type in the Designer, the DATA ITEMS area displays four data item placeholders. Stock series require four measures to be provided.

• Open - the price at the beginning of the specified period (the left tick mark).

• High - the maximum price within the specified period (the top of the series point).

• Low - the minimum price within the specified period (the bottom of the series point).

• Close - the price at the end of the specified period (the right tick mark).

• Candle Stick

When you select the Candle Stick series type in the Designer, the DATA ITEMS area displays four data item placeholders. Candle Stick series require four measures to be provided.

• Open - the price at the beginning of the specified period.

• High - the maximum price within the specified period (the upper shadow top).

• Low - the minimum price within the specified period (the lower shadow bottom).

• Close - the price at the end of the specified period.

Panes

The Chart dashboard item can contain any number of panes. Panes are visual areas within a diagram that display chart series.

Each pane has its own Y-axis and displays a specific set of series. All panes in a chart share the same X-axis.

To add a pane, click the Add Pane button (the icon) at the top right of the DATA ITEMS pane.

Once a new pane is added, the Dashboard Designer creates another Values section in the DATA ITEMS pane.

Use this section to provide data items that supply values to be displayed in the new pane (see Providing Data for details on data binding).

To remove a pane, click the Remove Pane button (the icon) displayed in the corresponding Values section.

Interactivity

This section describes features that enable interaction between the Chart and other dashboard items. These features include Master Filtering and Drill-Down.

The section contains the following topics.

• Master Filtering

• Drill-Down

Master Filtering

The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.

The Chart dashboard item supports filtering by argument or series values.

• Filtering by Arguments

When filtering by arguments is enabled, you can click series points to make other dashboard items only display data related to selected argument values.

To enable filtering by arguments in the Designer, set the required Master Filter mode and click the Arguments button in the Data Ribbon tab (or the button if you are using the toolbar menu).

• Filtering by Series

When filtering by series is enabled, you can click a series point to make other dashboard items only display data related to the selected series.

To enable filtering by series in the Designer, set the required Master Filter mode and click the Series button in the Data Ribbon tab (or the button if you are using the toolbar menu).

• Filtering by Points

When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point.

To enable filtering by points in the Designer, set the required Master Filter mode and click the Points button in the Data Ribbon tab.

• Reset Filtering

To reset filtering, use the Clear Master Filter button in the Chart's caption area…

…or the corresponding command in the Chart's context menu.

Drill-Down

The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the Drill-Down topic.

The Chart dashboard item supports drill down on argument or series values.

• Drill Down on an Argument

When drill down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value.

Note

When Filtering by Arguments is enabled, you can view the details by double-clicking a series point.

Drill down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item.

Note

In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes.

To enable drill down on arguments, click the Drill Down button in the Data Ribbon tab (or the button if you are using the toolbar menu)...

...and the Arguments button (or the button if you are using the toolbar menu).

• Drill Down on a Series

When drill down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series.

Note

When Filtering by Series is enabled, you can view the details by double-clicking a series point.

Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item.

Note

In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes.

To enable drill down on a series, click the Drill Down button in the Data Ribbon tab (or the button if you are using the toolbar menu)...

...and the Series button (or the button if you are using the toolbar menu).

• Drill Up

To return to the previous detail level (drill up), use the Drill Up button within the Chart caption or in the context menu.

Legend

A legend is an element of a chart that identifies chart series and series points (for instance, colored points corresponding to argument values).

This topic describes how to customize various legend settings.

• Visibility

You can specify whether or not a chart should display a legend.

In the Designer, use the Show Legend button in the Legend section of the Design Ribbon tab (or the button if you are using the toolbar menu).

• Position and Orientation

To specify the legend's position and orientation, select one of the predefined options from the gallery in the Design Ribbon tab.

If you are using the toolbar menu, use the button to invoke this gallery.

Axes

The Chart dashboard item displays two axes by default: the X-axis and the Y-axis. The topics in this section describe how to customize axis settings.

The section contains the following topics:

• X-Axis

• Y-Axis

X-Axis

The X-axis is the axis of arguments.

This topic consists of the following sections.

• General X-Axis Settings

• Continuous and Discrete X-Axes

General X-Axis Settings

To access X-axis settings, use the X-Axis Settings button in the Diagram section of the Design Ribbon tab (or the button if you are using the toolbar menu).

This will invoke the X-Axis Settings dialog.

This dialog contains the following settings.

Reverse	Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from right to left.
Show X-axis	Allows you to hide and show the X-axis.
Show title	Allows you to hide and show the X-axis title. You can choose whether to use the default text or specify a custom string.
Enable zooming	Allows you to enable zooming for the X-axis. The X-axis' scroll bar provides the capability to perform navigation in the zoomed diagram.
Limit visible points	Allows you to limit the number of points displayed on the chart's diagram along the X-axis. The X-axis' scroll bar provides the capability to perform navigation if the number of all points exceeds the number of visible points.

• Continuous and Discrete X-Axes

If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis.

Continuous X-axis	Discrete X-axis
If a continuous axis is used, the distance between argument values is proportional to their values.	On a discrete axis, all argument values are an equal distance from each other.

To specify the X-axis type in the Designer, invoke the data item menu for the argument dimension and select the axis type.

Note

Note that the continuous X-axis is not supported in OLAP mode.

Y-Axis

The Y-axis is the numerical axis of values.

• General Settings

To access the Y-axis settings, use the Y-Axis Settings button in the Diagram section of the Design Ribbon tab (or the button if you are using the toolbar menu).

This will invoke the Y-Axis Settings dialog.

Use the combo box at the top to select the pane for the Y-axis settings you need to edit.

The dialog contains the following settings.

Always show zero level	Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart.
Reverse	Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from top to down.
Show grid lines	Allows you to hide and show grid lines for the Y-axis.
Show Y-axis	Allows you to hide and show the Y-axis.
Show title	Allows you to hide and show the Y-axis title. You can choose whether to use the default text or specify a custom string.

Orientation

You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal.

To rotate a Chart in the Designer, use the Rotate button in the Diagram group of the Design Ribbon tab (or the button if you are using the toolbar menu).

The topics in this section describe the features available in the Scatter Chart dashboard item, and provide information on how to create and customize scatter charts.

This section is divided into the following subsections.

Providing Data

The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the Binding Dashboard Items to Data topic.

The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a Scatter Chart dashboard item to data in the Designer.

The Scatter Chart dashboard item has the following data sections.

• The X-Axis section contains the data item against which the X-coordinates of data points are calculated.

• The Y-Axis section contains the data item against which the Y-coordinates of data points are calculated.

• The Weight section contains the data item whose values are used to calculate the weight of data points.

• The Arguments section contains data items providing scatter chart arguments that are used to create data points.

Note

The Scatter Chart dashboard item allows you to manage the coloring of their points corresponding to argument values. To learn more, see Coloring.

The Scatter Chart dashboard item provides the capability to transpose their axes. In this case, the data item contained in the X-Axis section is moved to the Y-Axis section, and vice versa.

To transpose the selected Scatter Chart dashboard item, use the Transpose button in the Home ribbon tab.

Interactivity

This section describes features that enable interaction between the Scatter Chart and other dashboard items. These features include Master Filtering and Drill-Down.

The section contains the following topics.

• Master Filtering

• Drill-Down

Master Filtering

The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.

The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations.

When Master Filtering is enabled, you can click a point (or multiple points by holding down the CTRL key) to make other dashboard items only display data related to the selected point(s).

To learn how to enable Master Filtering in the Designer, see the Master Filtering topic.

To reset filtering, use the Clear Master Filter () button in the Chart's caption area, or the Clear Master Filter command in the context menu.

Drill-Down

The built-in drill-down capability allows end-users to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the Drill-Down topic.

When drill-down is enabled, you can click a point to view the details.

Note

When Master Filtering is enabled, you can view the details by double-clicking a point.

Drill-down requires that the Arguments section contain several dimensions, from the least to the most detailed dimension.

Note

In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. To learn more about OLAP mode, see Binding Dashboard Items to Data in OLAP mode.

To enable drill-down, click the Drill Down button in the Data Ribbon tab (or the button if you are using the toolbar menu).

To return to the previous detail level (drill up), use the Drill Up () button in the caption of the Scatter Chart dashboard item, or the Drill Up command in the context menu.

Legend

A legend is an element of a scatter chart that identifies chart points (for instance, colored points corresponding to argument values).

This topic describes how to customize various legend settings.

• Visibility

You can specify whether or not a chart should display a legend.

In the Designer, use the Show Legend button in the Legend section of the Design Ribbon tab (or the button if you are using the toolbar menu).

• Position and Orientation

To specify the legend's position and orientation, select one of the predefined options from the gallery in the Design Ribbon tab.

If you are using the toolbar menu, use the button to invoke this gallery.

Axes

Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation.

To access X and Y-axis settings, use the X-Axis Settings/Y-Axis Settings buttons in the Diagram section of the Design Ribbon tab (or the button if you are using the toolbar menu).

This will invoke the X-Axis Settings/Y-Axis Settings dialog.

In this dialog, you can specify the following settings.

• Always show zero level - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart.

Note that the X-Axis Settings dialog does not contain this option.

• Reverse - Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down.

• Show grid lines - Allows you to hide and show grid lines for the axis.

• Show axis - Allows you to hide and show the axis.

• Show title - Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string.

• Logarithmic scale - Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values.

Orientation

You can rotate the Scatter Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal.

To rotate a Chart in the Designer, use the Rotate button in the Diagram section of the Design Ribbon tab (or the button if you are using the toolbar menu).

Labels

The Scatter Chart display can display point labels that contain descriptions for data points, and provide tooltips with additional information.

• Point Labels

To manage the visibility of point labels, click the Point Labels button in the Design ribbon tab.

In the invoked Point Label Settings dialog, enable the Show point labels check box to show point labels.

You can specify the following settings for point labels.

Option	Description
Content	Specifies the type of content displayed within point labels. You can select one of the following options. Values - Point labels show summary values from X and Y-axes. Argument - Point labels show argument values. Argument and values - Point labels show argument values and corresponding summary values. Weight - Point labels show the weight summary value. Argument and weight - Point labels show the argument value and the corresponding weight summary value.
Overlapping mode	Specifies the label overlap mode. The following options are available. Hide overlapping labels - If two or more labels overlap, some of them are automatically hidden to avoid overlapping. None - The overlapping resolving algorithm is disabled. Reposition overlapping labels - The default algorithm to re-position point labels in a random way, and avoid overlapping labels.
Orientation	Specifies the orientation of point labels. The following options are available. Default - A point label is displayed in its default orientation. Rotate to the Right - A point label is rotated 90 degrees clockwise. Rotate to the Left - A point label is rotated 90 degrees counter clockwise.

The topics in this section describe the features available in the Grid dashboard item, and provide extensive information on how to create and customize grids in the Dashboard Designer.

This section consists of the following subsections.

Providing Data

The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the Binding Dashboard Items to Data topic.

The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a Grid dashboard item to data in the Designer.

The Grid dashboard item has the following data sections.

• The Columns section contains data items that provide values for grid columns. The Options button next to the Column data item allows you to select the column type and specify their options.

• The Sparkline section contains a data item that provides arguments for sparkline columns. To learn more, see Sparkline Column.

Columns

The topics in this section describe the different types of grid columns, and contain information on when to use each column type and how to customize them based on the type.

This section consists of the following topics.

• Column Type Overview

Provides general information about column types and describes how to change the type of a particular column.

• Dimension Column

Describes dimension column specifics.

• Measure Column

Describes measure column specifics.

• Delta Column

Describes delta column specifics.

• Sparkline Column

Describes sparkline column specifics.

Column Type Overview

The Grid dashboard item supports four types of columns.

• Dimension Column

Displays values in the bound data item "as is".

• Measure Column

Displays summaries calculated against data in the bound data item.

• Delta Column

Bound to two measures, it calculates summaries for both measures, and displays the difference between these summaries.

• Sparkline Column

Displays values in the bound data item using sparklines.

When you drop a data item into the Columns section, the type for the new column is determined automatically, based on the data type.

• Column Type Indication

The type of the column is indicated within the corresponding data item container in the DATA ITEMS area.

Column type indicators are defined as follows:

	Dimension Column
	Measure Column
	Delta Column
	Sparkline Column

• Changing Column Type

To change the column type, click the column type indicator. In the invoked Column Options window, select the required column type in the Column type section.

Dimension Column

The dimension column displays values from the bound data item "as is".

If the dimension column is bound to a data source containing images, it can display images.

See Also

Column Type Overview

Measure Column

Delta Column

Sparkline Column

Measure Column

A measure column displays summaries calculated against data in a bound data item.

Values in the measure column can be displayed as text or represented by bars.

To select between these modes, invoke the Column Options window (see Column Type Overview to learn how to do this) and select Value or Bar.

If bars are displayed, use the Always show zero level check box to specify whether the bar's zero level is always visible.

See Also

Column Type Overview

Dimension Column

Delta Column

Sparkline Column

Delta Column

A delta column calculates summaries against two measures, and displays the difference between these summaries. This difference can be indicated with a numeric value displayed within the delta element and an additional delta indication.

• Data Binding Specifics

Delta columns are bound to two measures that provide two values: the Actual value and the Target value. The difference between these values is displayed in the column.

When you switch the column type to Delta, the data item container is changed, to accept the Actual and Target measures.

• Display Mode

Values in the delta column can be displayed as text, or represented by bars.

To select between these modes, invoke the Column Options window (see the Column Type Overview topic to learn how to do this) and select Value or Bar.

If bars are displayed, use the Always show zero level check box to specify whether the bar's minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked).

• Delta Values and Indication

If the display type is set to Value, the Column Options window displays options that allow you to configure delta values and indication.

You can specify which values should be displayed in the delta column. To do this, use the Value type combo box in the Column Options window.

Actual value	Absolute variation	Percent variation	Percent of target

To specify the condition for displaying delta indication, use the Result indication combo box in the Column Options window.

Greater is good	Less is good	Warning if greater	Warning if less	No indication

• Comparison Tolerance

The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to be displayed when the actual value exceeds the target value by 10% or by $2K.

Use the Threshold type combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the Threshold value box to specify the comparison tolerance.

See Also

Column Type Overview

Dimension Column

Measure Column

Sparkline Column

Sparkline Column

A sparkline column visualizes the variation in summary values over time.

• Data Binding Specifics

The sparkline column is bound to a measure providing sparkline values and to a dimension providing a date-time interval.

• Sparkline Options

You can control sparkline appearance settings using the Column Options dialog. To invoke this dialog, click the column type indicator ().

In this dialog, you can control various settings that affect how the sparkline is displayed within a grid cell.

Sparkline Options	Description
Show start/end values	Species whether or not to display sparkline start/end values within a grid cell.
Sparkline view type	Defines the view type of a sparkline. Sparkline view types include Line, Area, Bar, and Win/Loss.
Highlight min/max points	Specifies whether or not to highlight the minimum/maximum points of a sparkline.
Highlight start/end points	Specifies whether or not to highlight the start/end points of a sparkline.

See Also

Column Type Overview

Dimension Column

Measure Column

Delta Column