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How to use dashboards and widgets editor.
With Demo – Human Resource
Jump to a section from glossaire, or follow the academy, section by section.
Prerequisite:
Glossaire:
Demo projects dont required login. You may need autorisation to connect to our demo database at:
- Host: stormcorp.ch
- Port: 3306
Specific user and password will provided by your IT department.
You’ll be connected real-time to databases. Required data will be loaded on the fly, according to your selection.
Steps
- Select a Project
- Enter Username and Password (not required for Demo)
- Sign in
A menu is assigned to a user by administrator. It display allowed dashboards.
They are grouped according to business logic.
Click on:
- Start to get the menu
- Dashboard name to open it
- Arrow to open/close a group
- Fold/Unfold all groups
- Find to search dashboards with few characters
- Clear registry to get back all default load params
Groups of self-service dashboard are also displayed into 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
A dashboard is made of a left-side-bar and pages. Table of content highlight current page. A page displays one or several widgets.
Dashboards are available as tabs or extracted windows.
Data can loaded on demand, or automatically when dashboard is opened.
Tips with selected conditions appear if you move the mouse over sidebar Load button. Number of loaded records is in tab title.
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
On the right side of Load dialog, params are grouped by business entity.
Checked params are showns on the left side.
Depending on the data type, a param can be a date, a number, a string, one or several selected item, with possible logical operator.
According to user selection, the query compiler will prepare the SQL statement for remote database.
Tips with selected conditions appear if you move the mouse over dialog Load button.
Click on:
- Load side bar to get the dialog
- Anywhere outside it to close it
- Load dialog icon to execute query
- 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
WIDGET: SELECT
Select elements to create a Context for action with icon toolbar, charts and widgets synchronisation.
Seleting elements is creating a context. This context is used to synchronize widgets with connected dataset, and also for actions with icons of widget toolbar.
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 provide instruments for data visualisation, navigation, exports and widget management.
Move the mouse on:
- Widget title to get it shown
Click on:
- Widget menu (Hamburger) to select a view object
- Edit to customize current view 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 all selected element
- Screenshot to copy it to clipboard
- Tools to hide/show the tool bar. When tool bar is hidden, move mouse on object name to temporary get it.
- Pin to Pin / Unpin widget
- Maximize to display it full page
Double-click:
- Above widget tool bar to maximize / unmaximize it
It offer possibility to open a new dashbaord with related data of 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
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
Selected data on list, pivot, pivotlist or chart can be sent into a new dashboard. It correspond to a zoom.
Click on:
- Row / Cell / Chart to select it
- Dashboard to get a new dashboard with selected element
Object ID is a unique Storm ID. Alias is a user object name. When create new object, alias is used to generate Object ID.
Description will be displayed on Tips. Widget object belong to a dataset. An icon can be set.
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 display records as rows. Totals line may display text of a resolved code or number if totalized function is activated for related factor.
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
Editor to define columns 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:
- Tablefilter to select a filter object
- Master sync to activate synchronization on slave widgets
- Show grand total row: add a grand total
- 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
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
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
WIDGET: PIVOTLIST
Display data and value as a pivotlist, a combination of a pivot and a list, with tree, distributed columns and related list below 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
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
Edit to define dimension, series, appearance and options.
Factor:
- Available factor to become a chart dimensions, series or value
Dimensions:
- Dimensions:
- category
- datetime
- linear
- Drag & Drop a Factor to Dimension
- Sort by …
- Show title
- Title text specific
- Show labels
- Allow decimals
Series:
- + to 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