OneVizion® includes robust Dashboard capabilities that allow you to easily extract meaningful insights from your data. OneVizion's Dashboards provide multiple options for viewing your system’s performance, as well as, any other measurements of Trackor®data.

Dashboards can be created for the following Field Data Types:

Text
Number
Drop-Down
Selector
Trackor Selector
Trackor Drop-Down
Date/Time

Dashboard Page

Drop-down component for the Dashboard page

Users may search in the list of dashboards.
Use the ellipsis to open the popup menu for editing dashboards.
Users may use the keyboard arrows through the list of dashboards and drop-down menu.
If the list of dashboards is empty, the add dashboard button appears instead of the dropdown.

Click here for a Video Tutorial on DropDown Menu for Dashboards

Report Generation

To get started with creating a dashboard, use the Report Wizard to build the SQL that will capture the data that you want to include on a Dashboard. To create a Report using the Report Wizard, navigate to the Configure Reports page and click the Report Wizard Icon, .

Once the report has finished running you will need to open Report detail by clicking on the Report ID link. Then open the SQL tab and copy the entire SQL query.

Dashboards are powered by a SQL Statement. Administrators can also write their own SQL queries to be used for the Dashboards.

Dashboards may also be created by copying the SQL of a Trackor Browser Grid and then pasting it into the General Info Tab for the Dashboard.

Adding a Dashboard from a Grid

To use this feature, the user will select Create Dashboard.

The Add Dashboard form displays with auto-generated SQL to create a dashboard. The user will enter a Dashboard Name, if desired, enter a Description, and click OK.

A new dashboard and dashlet will open in a new browser tab. The dashlet will use the first column of the grid as the X-axis, use the second column of the grid as the Y-axis, and open in edit mode. The user can make edits from here.

Adding a Dashboard from the Dashboard page

Use the Menu to navigate to the Dashboard page. An example is shown below.

To add a Dashboard click on the dropdown arrow to expand the Dashboard Menu. Select the Add Dashboard Icon, .

The following Applet will open.

Add Dashboard General Info Tab

Dashboard Name	Enter the Name of the new Dashboard.
Description	Enter a description of the new Dashboard.
Datasource SQL	Paste the SQL from the Report that was run using the Report Wizard, or the SQL from the Trackor Browser Grid from the first step.

Example of General Info Tab Completed

The Role Privs tab contains the Security Privileges for each Security Role for the Dashboard. To edit the Privileges assigned to a Security Role click the checkbox in the columns. Only change the privileges of the roles that would need to use the Dashboard, therefore, do not change every role's privilege unless every role needs to use the Dashboard.

Roll Privs Tab

The Components Audit Log page records all changes made.

Define URL for dashboard data groups

We now have the ability to provide URLs in Dasbhoard (chart labels and table values) by using package functions - get_trackor_edit_url, get_task_edit_url, etc. To support hyperlink for data set column, additional column with same name + "_url" suffix should be added to the SQL and be populated using one of the package functions. Clicking on the link will bring up the related Trackor form in a separate window.

To support hyperlink for data set column, additional column with same name + "_url" suffix should be added to the SQL, it should contain hyperlink to be used in Dashboard. Following functions from pkg_rpt package may be useful
get_wf_edit_url
get_efile_download_url
get_trackor_edit_url
get_task_edit_url
get_integration_run_url
get_app_server_url

Organizing Dashboards

Added the ability to organize dashboards inside the drop-down on the dashboards page. Added the ability to create a folder, and clone a dashboard. Added the ability to use drag and drop to move dashboards and folders inside the dropdown on the dashboard page.

Adding Dashlets to the Dashboard

To add a Dashlet to the Dashboard, click on the Add Icon, . The following Applet will open.

Adding a Dashlet

Datasource Columns

Numeric Fields - (Colored Red) Data contains calculated values.

Text Fields - (Colored Blue) Data contains values which may be grouped.

Date Fields - (Colored Green) Data contains date values.

Axes (X and Y)

Drag and Drop Columns here to create a New Axis.

You can select multiple columns for x and y-axis. Only the first column from x will be used.

Click on the Arrow, button, or double click on the header to expand or collapse the header.

Working with the X and Y Axes

The horizontal axis is called the X-Axis. The vertical axis is called the Y-Axis. The Datasource Columns (fields) are made available from the report generated to create the Dashboard or the SQL that was written by the Administrator.

Drag and drop fields to add values to the X and Y-Axis.

Sorting of the X Axis

Users have the ability to set sorting for X-Axis values when editing a Dashlet on the Dashboard page. For string values the default sort value is None. For values of other types, the default sort type is ASC (sort value None is absent). In Table mode, the respective column cells values will be sorted.

An icon indicating the selected sorting type next to the dashlet field name in the dashlet edit mode. If the sort type is not specified, the icon is not displayed.

Click here for a Video tutorial

Dashlet Options

To view the Options for the selected dashlet, click on the Options ellipsis... Users are able to choose from the options shown below.

To select which view you would like to use the Dashlet Options, , when in the edit mode. The following applet will open.

Dashlet Options

Chart View

The Chart View option shows the actual graph that will appear on the dashboard. An example is shown below.

Table View

In order to view the "data" that is included in the chart click on Table View. To switch back to Chart View, click on Chart View.

In the example below, we have chosen the Table View.

When in Table view the ability to "drill down" to each specific record is enabled. Click on the Arrow, to see all records associated with that field. The option to Sort Ascending, , and Sort Descending, is also available.

Click here for a Video Tutorial on Sorting Text Fields

Users may expand the X-Axis to view the data included in each count by clicking on the Arrow, .

Select the Hide Table Header option to hide the table headers.

Tables will no longer display Axes information and ‘Hide Chart Legend’ will be disabled in Table mode.

Table dashlets can be displayed in Portals like other dashlets

To edit the Axis name, chart type, method of calculation, etc... click on the Options button.

Next, select Edit. The following applet will open.

Editing X and Y Axes

To add fields to the X or Y axis drag and drop to the axis.

To edit more values on the Axis click on the Edit Column Icon, . The following applet will open.

Edit X-Axis Applet

Edit Y-Axis Applet

Column Label - Use to update the label.

Chart Type - Use to select chart type.

Chart Types are listed below.

Methods of Calculation - Use to select the Method of Calculation.

Methods of Calculation are listed below.

Rounding

Num. Dec is only available when Rounding is chosen.

Column Stacking - Select Column Stacking to allow this functionality. Users will then need to give the stacked column a name and save.

A stacked bar graph (or stacked bar chart) is a chart that uses bars to show comparisons between categories of data, but with the ability to break down and compare parts of a whole. Each bar in the chart represents a whole, and segments in the bar represent different parts or categories of that whole.

Stack Name must be entered if using Column Stacking

Automatically expand an only group in the dashlet's Table View mode.

Only group value will be displayed for fields in a group if the field label is empty.

Showing Value Points of the Chart

Admins may choose to display the value of points on the chart. Customization is available for each chart. In the field settings for the dashlet, the switch "Show the value of points/bars on the chart" is added. When the state is on, values will be displayed on the graphs near each point.

This feature is supported for all types of diagrams, except for the pie chart. For a pie chart, the value of the pieces is always shown.

Click here for a Video Tutorial on Showing Value Points

Showing Percentages

A switch is available to "Show percent values" has been added to the field settings. When the switch is on, the values in the chart are displayed as a percentage.

The option is only available for pie charts.

Click here for a Video Tutorial on Showing Percentages

Coloring Charts

Palette to allow users to pick colors for Charts

Users can now pick colors for the charts in Dashboards using a palette.

To update the color simply choose the value and then click the color that you would like to use. In the example above we have chosen High to be orange.

Chart Types

Chart Type	Definition
Area Chart	An area chart or area graph displays graphically quantitative data. It is based on the line chart. The area between axis and line is commonly emphasized with colors, textures and hatching. Commonly one compares with an area chart two or more quantities
Bar Chart	A bar chart or bar graph is a chart or graph that presents categorical data with rectangular bars with heights or lengths proportional to the values that they represent. The bars can be plotted vertically or horizontally. A vertical bar chart is sometimes called a line graph. A bar graph shows comparisons among discrete categories. One axis of the chart shows the specific categories being compared, and the other axis represents a measured value. Some bar graphs present bars clustered in groups of more than one, showing the values of more than one measured variable.
Column Chart	A column chart is a graphic representation of data. Column charts display vertical bars going across the chart horizontally, with the values axis being displayed on the left side of the chart.
Line Chart	A line chart or line graph is a type of chart that displays information as a series of data points called 'markers' connected by straight line segments. It is a basic type of chart common in many fields. ... In these cases, they are known as run charts.
Pie Chart	A pie chart (or a circle chart) is a circular statistical graphic which is divided into slices to illustrate numerical proportion. In a pie chart, the arc length of each slice (and consequently its central angle and area), is proportional to the quantity it represents. While it is named for its resemblance to a pie that has been sliced, there are variations on the way it can be presented.
Spline Chart	Spline charts are a specialized form of line charts that display smooth curves through the different data points. Spline charts can be used for plotting data that requires the usage of curve-fitting e.g., an impulse-response chart, a product life cycle chart, etc.
Waterfall Chart	Waterfall chart type is now available as an option when users select Field Options. Currently supported chart types are Area, Bar, Column, Line, Pie, Spline, and Waterfall.
Donut Chart	A donut chart has the same properties as the pie chart but has a circle space in the center.
Solid Gauge	A Solid Gauge chart highlights a single value and presents in a solid, semi-circle format. The color is determined by the customized ranges set for the chart.
Gauge with Scale	A Gauge with Scale chart highlights a single value and presents in a semi-circle format with a customized set of ranges.

Charts showing Date Pairs

You now have the ability to create Dashboards that can show date pairs. Date Pairs are identified in the Dashboard SQL using a common name and trailing _START and _FINISH. For example, aliases ‘CaseDate_START’ and ‘CaseDate_FINISH’ for date fields will be treated as a Range Field ‘CaseDate’ in the Dashlet. You have the option of adding multiple date pairs to your dashlets. Each bar in the chart below spans between the start and end date pair.

Methods of Calculation

Count Type	Definition
Average	An average is a middle or Mean value.
Sum	If numbers are added sequentially from left to right, any intermediate result is a partial sum, prefix sum, or running total of the summation.
Maximum	MAX finds the highest value in the collating sequence.
Minimum	MIN finds the value that is lowest in the sort sequence.
Count	Returns the number of items in a group. This includes NULL values and duplicates.
Distinct	Evaluates expression for each row in a group and returns the number of unique, non-null values.
Count All	Evaluates expression for each row in a group and returns the number of non-null values.

Admins are able to choose if decimals are required and how many places are allowed.

Working with a Timeline

Timeline charts are only permitted when using start and finish dates in the SQL data to build the dashboard. If there is no start date or finish date in the date range, then the timeline will not be built for this record. If the start date exceeds the finish date, then the finish date will be taken as the start date.

Drill Down Options

Drill Down option is only available on Trackor Selector fields.

Users may drill down to specific data in the dashlets. Click on the Options button, within the dashlet. Next, choose Options command. The Dashlet Options window will appear. Users are able to make drill down choices.

Once these choices have been made users will then be able to click on a value within the chart to see the corresponding drill down dashlet.

Users are then able to access a trackor record by clicking on the entry in the table (CaseID column shown below).

Use the if the user needs to reset the drill-down options.

Deleting a Column

To delete a column from the X or Y-Axis, click on the Delete Icon, .

Group Options

To view the Group Options, click on the Options button, . Users are able to choose from the options shown below.

Opposite

Use this option to show the axis label on the opposite side of the chart, specifically for multiple axis situations.

Edit

Use this option to edit the title of the axis.

Delete

Use this option to delete the group from the axis.

Add Group

Use this option to add a group to the axis. When selected, the user will need to name the Group and save.

Legend On/Off Toggle

Users may toggle the data On/Off by selecting the element(s) on the Legend. An example is shown below.

When moving the mouse pointer over a certain category shown in legend the category will appear highlighted/bold on the chart.

Other Dashlet Commands

OK

The OK Icon, saves the changes and closes the Dashlet Applet and returns to the Dashboard View.

Cancel

The Cancel Icon, will cancel the changes and close the Dashlet Applet and returns to the Dashboard View.

Reset

User is able to restore default layout (saved by an administrator) using Reset Button, .

Save

Save Button, can be used for storing layout changes in the Server.

Expand to Full Screen, can be used to expand the Dashboard to full-screen mode.

Restore, can be used to expand the Dashboard to the original screen mode.

Deleting a Dashlet

To delete a dashlet click on the Delete option. Deleting a dashlet permanently removes it from the system.

Resizing Dashlets

Users may resize the Dashlets on the Dashboard by clicking and dragging the Vertical Container border. An example is shown below.

Use the Reset or Save Icon, to either Reset the Dashboard to previous format or Save the current formatting changes.

Buttons "Reset" and "Save" will also save and restore default filter configuration for the current dashboard along with its layout.

The size of forms opened from the table on dashboards will be saved. The saved size will be applied to all forms that will be opened from the current column and from other columns with the same name within the current dashboard.

Filtering Dashboards

Users are able to filter based on fields in the SQL query. Click on the Filter Icon, . Use the drop-down arrow to choose the field that you would like to include in the filter.

Then choose the Add Filter Icon, . In the example below, we have added a date and a multi-selector field.

Click on the Filter Command Icon, when you have added all fields that you would like included in the resulting data. To close the filter applet click on the X. To remove filters from the current filter click on the X beside the field. When the Show Selected button is pressed, the text changes to Show All.

Count of drop-down values in dashboard filters is 250. If filters exceed this limitation then it will be replaced with a search input without any options list.

Current filter will be stored as default when the dashboard layout is saved.

Filtering options include: between, greater, less, equal, and not equal.

Add Filter button will be disabled if the user doesn't have Dashboard Edit privilege.

New Feature and Improvement Videos#Dashboards---Show-Value-Number-on-Chart-Dash-155437

For "Date" filters users may choose to filter by time.

Every Dashboard is listed in the "Sec Groups" grid with an ability to set individual permissions:

R - Dashboard is accessible

E - You can create/modify dashlets, filters, and layouts of this dashboard

Edit or Delete a Dashboard

After you have created the Dashboard you may Edit the SQL if needed. From the Dashboard Menu select the Dashboard that you would like to edit. You will notice an Edit and a Delete icon when you hover the mouse on the name of the Dashboard. An example of the options is shown below:

Select the Edit or Delete icon by hovering over the name of the Dashboard in the dropdown menu.

The "Edit" and "Delete" buttons will be hidden if the user does not have the Edit and Delete security permissions.

Users with privilege can now edit Dashboards by clicking on the Dashboard/Portal name.

Viewing Dashlets in the Portal View

Users are able to view dashlets when using the Portal View. The administrator will first need to initiate the Portal View and assign Security Soles accordingly. Click on the following link for detailed information regarding Administering Portal Views. An example of the Portal View with a dashlet is shown below.

Portal View with Dashlet