Dashboard Data Grid Item

Providing Data

The Dashboard Designer allows you to bind various dashboard items to data.

The Grid Dashboard item has a Columns data section, which is used to provide data items based on which columns are created.

Columns

The Grid dashboard item supports three types of columns: Dimension  Measure

and Delta  columns.

Column Type

The type of column is indicated within the corresponding data item container in the Data Items area.

Changing Column Type

• To change the column type, click the column type indicator.
• In the invoked Column Options window, select the column type from the Column type section.

Dimension column

Displays values from the bound data item “as is”.

Measure column

Displays summaries calculated against data in the bound data item.

Values in the measure column can be displayed as text or represented by bars.

• If bars are displayed, use the Always show zero level check box to specify whether the bar’s zero level is always visible.
• To select between these modes, invoke the Column Options window.

• Select Value or Bar .

Delta Column

Bound to two measures, calculates summaries for both measures, and displays the difference between these summaries.

Delta columns are bound to two measures that provide two values: the Actual value and the Target value. The difference between these values is displayed within the column.

• When you switch the column type to Delta, the data item container is changed, to accept the Actual and Target measures.

Values in the delta column can be displayed as text, or represented by bars.

• To select between these modes, invoke the Column Options window.

If bars are displayed, use the Always show zero level check box to specify whether the bar’s minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked).

• Always show zero level = True

• Always show zero level = False

Delta Values and Indication

• If the display type is set to Value, the Column Options window displays options that allow you to configure delta values and indication.

Specify which values should be displayed in the delta column.

• To do this, use the Value type combo box in the Column Options window.
• Specify the condition for displaying delta indication, use the Result indication combo box in the Column Options window.

Comparison Tolerance

The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to 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 percentage values or in absolute values.
• Then use the Threshold value box to specify the comparison tolerance.

Note! When you drop a data item into the Columns section, the type for the new column is determined automatically, based on the data type.

Conditional Formatting

Learn here about conditional formatting.

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.

The Grid dashboard item supports drill-down for rows.

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

Drill-down requires that the Columns section contains several dimensions at the top, from the least detailed to the most detailed dimension.

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

• To return to the previous detail level (drill-up), use the button in the caption of the Grid 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 Design – Layout menu.