academy
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: displays projects where to connect.

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

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

MENU: START

Start: display a menu with self-service 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

MENU: SPEED DIAL

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: OVERVIEW

Dashboard: is a multipage 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

DASHBOARD: LOAD

Load: Select parameter values for real-time data loading.

Parameters are grouped by underlying table. 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 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 on the widget by clicking, to create a context.

Context will be used by the tollbar icons, such as Drilldown, Snapshot, etc… Graphics and widgets will be synchronized accordingly.

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: displays a set of icons that will use the selected context.

It allows you to modify 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 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   

Displays a Drilldown tree with possible navigations.

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

WIDGET TOOLBAR: SNAPSHOT  

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 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: MENU   

Drop-down menu to select an Object.

Objects created by users are stored in dedicated business Repositories.

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.   

The 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

WIDGET: LIST

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

WIDGET: 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:

  • 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