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FOR USERS

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:

LOGIN

Login screen displays projects where to connect.

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

  1. Select a Project
  2. Enter Username and Password (not required for Demo)
  3. Sign in

MENU: START

Start menu displays self-service dashboard.

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 

MENU: SPEED DIAL

Speed-dial tab is a clone of Start menu.

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

DASHBOARD: OVERVIEW

Dashboard is a multipage document displaying loaded data into widgets.

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

 

DASHBOARD: LOAD

Load dialog allows to select params value for real-time data loading. 

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: OVERVIEW

Widget toolbar is for data visualisation and navigation.

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

WIDGET TOOLBAR: DRILL DOWN

Display all connected dataset where to drill down.   

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

WIDGET TOOLBAR: 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

WIDGET TOOLBAR: DASHBOARD (ZOOM)

Create a new dashboard with selected data.   

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

WIDGET: MENU

Drop down widget menu to select a view object.   

View object are created by users and stored into dedicated business repositories. Core objects are read only.

Click on:

  • Widget menu (Hamburger) to select a view object
  • Arrow to open/close object list
  • Reset to display default object (saved into dashboard)
  • + to create a new object
  • Fold/Unfold objects list
  • Find to search for object

WIDGET: EDITOR

Widget editor has a common icon bar.   

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

WIDGET: LIST

Display data as a list, with rows, columns and total line.   

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

WIDGET: LIST EDIT

Editor of list object.   

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

WIDGET: PIVOT

Display values as a pivot, a tree, with distributed columns and related 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

WIDGET: 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

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

WIDGET: PIVOTLIST EDIT

Editor of pivotlist object

See related pivot and list explanations

WIDGET: 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 

WIDGET: 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

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