Dashboard Card Item

The Card item shows a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation.

Providing Data

Data items are arranged in containers. Each data item container can hold two data items. The first item contains actual data and the second item (optional) contains target data. If both items are provided, cards show the difference between actual and target values.

If only one item is provided, cards display values from this item.

• You can fill several data item containers in the Cards section.

• Use the Values drop-down menu   to switch between the provided values.
• To invoke the Values menu, click the icon in the dashboard item caption.

Note! This drop-down menu is available if the Series section is not empty. Otherwise, a separate card is created for each data item container, and all cards are displayed simultaneously.

Series

The Series section contains data items whose values are used to label cards.

Delta

Cards allow you to display the difference between the actual and target values of a particular parameter. This difference is called delta.

Delta is shown with a delta indicator (indicating whether the actual value is less than or greater than the target value) and delta values (representing this difference as an absolute value or a variation).

• To customize settings that relate to the calculation and display of deltas, use the options buttons (the icon) displayed next to the data item container.

These buttons invoke the Card Settings dialog.

• Use it to define the condition for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance.

Delta Values

• You can specify which values should be displayed within cards.

• Use the Value type combo box in the Card Settings window to select the value that will be displayed as the main delta value.

Additional delta values are selected automatically.

Delta Indication

You can specify the condition for displaying delta indication.

• To do this, use the Result indication combo box in the Card Settings window.

Comparison Tolerance

The comparison tolerance allows you to create more advanced conditions for displaying delta indication. For instance, you can specify that a specific indication should be displayed when the actual value exceeds the target value by 10% or by $2K.

• Use the Threshold type combo box to select whether you wish to specify the comparison tolerance in percent values or in absolute values.
• Then use the Threshold value box to specify the comparison tolerance.

Interactivity

When Interactivity is enabled, an end-user can click a grid row to make other dashboard items only display data related to the selected record.

Drill-Down

The built-in drill-down capability allows end-users to change the detail level of data shown in dashboard items on the fly.

When drill-down is enabled, an end-user can click a card to view the details.

Drill-down requires that the Series section contain several dimensions, from the least to the most detailed dimension.

• To enable drill-down, click the Drill Down button on the Data – Master Filter menu.

• To return to the previous detail level (drill-up), use the button in the caption of the Pie dashboard item, or the Drill Up command in the context menu.

Layout

The Grid item allows you to introduce cell merging and banded rows, and specify the visibility of column headers and grid lines.

• Select an option from the Layout & Style – Cell menu.