Academy
FOR USERS
How to use dashboards
With Demo – Human Resource
In this academy, you’ll learn how to load data into a dashboard, drill down to connected data, and use and edit widgets.
Prerequisite:
Table of content:
Login: displays projects where to connect
Select your project, or one of the demo project.
Demo projects do not require a login. You may need authorization to connect to our demo database at:
- Host: stormcorp.ch:3306
- Host: srv01.stormcorp.ch: 5432
Steps
- Projects: select a project, for exemple Demo – Human ressources
- Enter Username and Password (not required for Demo)
- Sign in
Start: display a menu with dashboards
Dashboards are assigned to a user by administrator and grouped according to business logic.
Click on:
- Start: to get the menu
- Desired dashboard to open it
- Arrow: to open/close a group
- Fold/Unfold: to fold/unfold all groups
- Find: to search dashboards with few characters
- Reset DB connection: to reset connection
- Clear registry: to get back Load default parameters
Speed dial: is a clone of Start menu
Self-service dashboards are also displayed in the corresponding tabs.
Click on:
- Group tab name to get it front
- Dashboard name to open it
- Recent dashboards to get the list
- Find to search dashboards with few characters
Dashboard: Multipages document displaying loaded data into widgets
A dashboard consists of a left sidebar and pages. The table of contents indicates the current page. A page displays one or more widgets.
Dashboards are available as tabs or as windows extracted by double-clicking on the tab name.
Data can be loaded on demand or automatically when the dashboard is opened.
Click on:
- Dashboard tab name to get it front
- X to close it
On the left side bar, click on
- Load button to get Load dialog
- Page name, to get it front
Double-click on
- Dashboard tab name to extract it as separate window
Load: Select parameter values for real-time data loading.
Parameters are grouped by underlying tables. The table name is indicated in brackets after the factor name.
A parameter is visible if it is selected from the list on the right.
Depending on the data type, a parameter can be a date, a number, a character string, one or more selected elements, possibly with a logical operator.
Tips with selected conditions appear if you move the mouse over the Load dialog button.
Based on the user’s selection, the query compiler prepares the SQL statement for real-time execution on the remote database.
Click on:
- Load side bar to get the dialog
- Anywhere outside it to close it
- Load dialog icon to load data in real-time
- Clear to unselect all items of all params
- Reset to put back default params
- Fold / Unfold group of params on the right side
- Find to search it through all params list
- Param scroll bar to scroll show params
- Item scroll bar to scroll items
- Item to select it, with Ctrl-click to add or Shift-click to add a list since previous click
- Find (item) to search it
- Logical operator to define condition
- Date editor to enter a valid date, manually or with calendar
- Text field to enter a text as condition
- X to hide a show param
Select: Create a Context by clicking on widgets elements
The selected context will be used by the context menu and toll bar icons, such as Drill down, Snapshot, etc… Widgets will be synchronized accordingly.
Right-Click on:
- Row / Pivot / Chart to get menu
Click on:
- Row to select it
- Pivot cell to select it
- Pivot node to select it
- Chart area to select it
Ctrl-Click on:
- Row to add it
- Pivot cell to add it
- Pivot node to add it
- Chart area to add it
Shift-Click :
- To select all elements since last click
Click-Hold-Drag:
- To graphically select several items
Widget toolbar: displays a set of icons that will use the selected context.
It allows you to edit the current object, create a PDF file, export data in Excel format and navigate through data according to the selected context (Drilldown, Snapshot, Dashboard,..).
Move the mouse on:
- Widget title bar to get it shown
Click on:
- Widget menu (Hamburger) to select an object
- Edit to customize current object
- Filter to activate memory filter
- Drill down to go to connected datasets
- PDF to print widget content
- Excel to output widget content
- Details to display selected elements in an extracted details window
- Snapshot to display into an extract list window all selected elements
- Dashboard to get into a new dashboard with selected element
- Screenshot to copy it to clipboard
- Maximize to display it full page
- Pin to Pin / Unpin widget
- Find to search a value
Double-click:
- Above widget tool bar to maximize / unmaximize it
PDF: is exporting widget data into *.pdf
You will be prompt to select the target folder.
Click on:
- PDF to select a target folder where to create the file
Excel: is exporting widget data into *.xlsx
You will be prompt to select the target folder.
Click on:
- Excel to select a target folder where to create the file
Drilldown: Tree with possible navigations to connected data.
A new dashboard will be created, with data relating to the selected context.
Click on:
- Drill down to get possible connected dataset
- Node to get number of elements
- Load tree to get number for all nodes
- Show empty node to see also empty one
- Fold/Unfold to see only top node or all
- Context to see selected context
Double-click on:
- Node to drill down to connected datasets
Snapshot: create a standalone widget with selected data
Selected data on list, pivot, pivotlist or chart can be sent into an extracted new widget with snapshot .
Click on:
- Row / Cell / Chart to select it
- Snapshot to get extracted new widget
Dashboard: A dashboard with selected data is created
Selected data from a list, pivot, pivotlist or chart can be sent to a new dashboard. This corresponds to zooming.
Click on:
- Row / Cell / Chart to select it
- Dashboard to get a new dashboard with selected element
Widget editor: Features a common icon bar
The Object ID is unique.
The Alias is an object name for the user. When a new object is created, the alias is used to generate the Object ID.
The Description will be displayed on the Tips.
The object can belong to a data set (Parent ID).
It will then be available only for this data set.. An Icon can be chosen.
Click on:
- + to create a new object, selecting type
- Apply to see changes
- Save to update current object
- Save as to a repository
- Move to a repository
- Copy XML object
- Paste XML object
- Remove object from disk
- XML source code
- Find to search for a factor
List widget: Displays data in list form, with rows, columns and a totals row.
The list displays the records (one line per record). The totals line displays totals for factors with the totals function enabled.
If the list is sorted, and the break function is activated for a factor, the contents will be repeated on the totalization line.
Click on:
- Column title to sort ascending
- Again on same column to reverse sorting
- Shift+Click to get totals
- Ctrl+Click to another column, to add sub-sorting
- Ctrl+Shift+Click to another column, to add sub-sorting with totals
- Find to search for string or value
Drag and Drop:
- Column title to change sequence
Shift + mouse cursor on cell
- To get Tips with database value
Right-Click to get contextual menu:
- Resize columns width by content
- Resize header by header text size
- Resize row height by content
- Print preview to select a printer
- Excel export (*.xlsx)
- CSV export
- JSON export
- Copy selection to clipboard
- Copy cell text to clipboard
- Copy cell value to clipboard
List edit: Editor of list object
Editor for defining column sequence, row sorting and totals
Factor:
- Available factor to become a visible column
Columns:
- Display visible columns
- Drag & Drop Up/Down to change column sequence
- Drag & Drop from Factor to Columns to add a column
- Del key to remove a column
Sorting:
- Sorting rows by columns value
- Drag & Drop Up/Down to change sorting sequence
- Drag & Drop from Factor to Sorting to add a sort
- A0→Z9 to reverse sorting
- Sorted by code to sort it by internal code
- Total break to get totals
Options:
- Show total for single line: add total also for single line
- Show grand total row: add a grand total
- Total on top: display total first
- Show row number: as first column
- Show column names: as column header
- Stretch all columns: maximize number of visible columns
- Stretch last column on available space
- Header height: in line. 0 provide default
- Row height: in line. 0 provide default
Script:
- JS source code to be executed before visualization
Pivot: Display values in a tree, with distributed columns and an associated chart.
Values are distributed into tree rows and columns.
A related chart can be activated.
Total row and total columns are optionnal.
It’s possible to distribute several values, for example Salary and % Total.
Click on:
- Pivot arrow to open/close a node
Right-Click to get contextual menu:
- Show level to expand node up to selected level
- Print to selected printer
- Copy to clipboard
- Excel export
- CSV export
Pivot edit: Editor of pivot object
To define dimension, values and related chart.
Factor:
- Available factor to become a pivot dimensions or value
Dimensions – Rows:
- Drag & Drop from Factor to Rows to add a row
- Drag & Drop Up/Down to change row sequence
- Del key to remove a row
- Sorting of current row by selected item
- Limit of rows for current level. A node Other will group the rest
Dimensions – Columns:
- Drag & Drop from Factor to Columns to add a distributed column
- Drag & Drop Up/Down to change distributed column sequence
- Del key to remove a distributed column
- Sorting of current column by selected item
- Limit of column for current level. A node Other will group the rest
Values:
- Drag and Drop from Factor to Factor value to be distributed
- Alias may override factor name
- Mode of column:
- Blank to display value
- delta from previous column
- % delta from previous column
- % Row
- % Column
- % Total
- % parent
- Show in chart if needed
Chart:
- Enable chart to have it
- Type of chart
- Stack type:
- Blank for no stack
- normal to stack value
- percent to stack value in %
- Depth to chart pivot up to selected depth
Options:
- Master sync to activate synchronization on slave widgets
- Tree width in number of chars
- Tree name
- Value width in number of chars
- Header height in number of row
- Expand to depth level
Script:
- JS source code to be executed before visualization
Pivotlist: Display data and values as a Pivotlist, a combination of a pivot and a list, with a tree structure, distributed columns and a connected list under each last node..
See related pivot and list explanations.
Click on:
- Pivot arrow to open/close a node
Right-Click to get contextual menu:
- Show level to expand node up to selected level
- Print to selected printer
- Copy to clipboard
- Excel export
- CSV export
Pivotlist edit: Editor of pivotlist object
See related pivot and list explanations
Chart: Display data as chart
May combine several charts
Click on:
- Legend to exclude related data from chart
Roll-over with the mouse:
- To get tips and to highlight area
Chart Edit: Editor of chart object
Edit to define dimension, series, appearance and options.
Factor:
- Available factor to become a chart dimensions, series or value
Axis X:
- Dimensions:
- category
- datetime
- linear
- Drag & Drop a Factor to Dimension
- Sort by …
- Show title
- Title text specific
- Show labels
- Allow decimals
Charts:
- +Add Chart
- Chart type …
- Drag & Drop from Factor to Factor value
- Drag & Drop from Factor to Split
- Stack
- blank for no stack
- normal to stack value
- percent to value in %
-
- Pie to be customized
- Flag
Appearance:
- Title
- Legend
- Enable 3D
Options:
- Master sync
- Merge values axes
- Date range selector
- Rotate chart
- Show model
- Log json
Annotation:
- See example
Script:
- JS source code to be executed before visualization