To display data in a widget, you must assign the relevant data source columns to the required widget elements. For example, you can select a data column to display its values as dimension values on the X-axis.
In a line chart, column chart, or bar chart, you can display one dimension (X-axis) and several KPIs (Y-axis), or two dimensions (x-axis and partition) and one KPI (Y-axis).
Prerequisite
You have assigned a data source to the widget.
Procedure
Click a widget on the dashboard. The relevant properties dialog is displayed.
Click Assign data to edit the data source assignment.
The Assign data (2/2) dialog is displayed.
Assign a Data column as a dimension to the X-axis using drag and drop.
Assign one or more Data columns as KPIs to the Y-axis using drag and drop.
If you have assigned a column to the X-axis and a column to the Partition, you cannot assign more than one column to the Y-axis.
Optionally, assign a Data column as a second dimension to the Partition using drag and drop.
If you have assigned more than a column to the Y-axis the Partition is no longer available.
Optionally, assign one or more columns to the More columns (invisible) element using drag and drop. The columns are not displayed in the widget. They are used for filtering widgets only. See Define filters for widgets for details.
The data source columns are assigned to the widget elements.
You can further configure the widget as follows:
For each widget element, such as axis, dimensions or measures, you can edit the settings, for example, axis title, display name or format.
Various settings are available depending on the data type of the assigned data source column. See the Options list below for details.
Procedure
Click a source column assigned to the X-axis and specify the axis and column settings.
Click Y-axis to specify the axis settings.
Click the Text tab to specify the Axis title and Axis format.
Click the Data range tab to limit the KPI value range.
Click a source column assigned to the Y-axis and specify the settings.
Click the source column assigned to the Partition and specify the settings.
Click a source column assigned to the More columns (invisible) box and specify the settings.
Click Coloring and then click the Thresholds tab to specify the KPI thresholds. See Configure KPI thresholds for details.
Click Coloring and then click the Rating tab to specify the KPI rating. See Configure KPI rating for details.
Click OK to save your settings and to close the dialog.
The chart is displayed in the dashboard with real data of the assigned data source.
Options list
Option |
Description |
---|---|
Axis position |
Specifies on which side of the chart the axis is located. Default is left. |
Scale type |
Specifies the scale type of the axis values. The scale type is available for axes with numeric values.
|
Axis title |
Title of the X- or Y-axis. Enable the title field and enter an Axis title. By default, the Automatic option is selected and the axis title consists of the concatenated names of the assigned columns. |
Axis format |
Output format of the X- or Y-axis. The selected format overwrites the formats of the assigned columns. By default, Auto is selected and the individual formats are used for tooltips. Optionally, you can add a prefix or postfix to the format, for example, $ 1,234 or 1,234 mm. |
Display name (data point) |
New column name displayed in the widget, for example, used for KPIs, data points, or tool tips. By default, the data source column name is used. |
Format |
Output format of the column values, for example, used for data points or tool tips. Available for columns of date and numeric type. For details on setting the date format, refer to the chapter Change data type - single value. Note that the pattern for the day of the week used in the Assign Data 2/2 dialog is different from the pattern used in data feed processing. For the date format of the day of the week, you must use the pattern dddd instead of eeee as in the data feed processing. For example, the format dddd.MM.YYYY returns Monday.12.2019. |
Sorting |
Sorts the labels of the X-axis data points in ascending or descending order, or sorts the labels of the X-axis data points according to the order of a data column that is assigned to the chart. The option is not available in a line chart if a date column is assigned to the X-axis. The "Sort by" option is not available if a partition is assigned. |
Sort by |
Sorts the labels of the X-axis data points by any column assigned to the chart. The option is not available if a column is assigned to the Partition. |
Round numerically |
Displays rounded KPI values in the chart. Available for numeric columns. Enabled by default. |
Aggregation |
Specifies how the KPI value is calculated. Available for numeric columns. Default is Average value. The number of aggregation types provided by context-based widgets may differ from that of non-context-based widgets. |
Text tab |
Enables you to specify the Axis title and Axis format. |
Data range tab |
Enables you to specify the minimum value (From) and the maximum value (To) of the KPI value range. If the values are not set the values are calculated automatically. You can enter specific values manually or assign data source columns for a dynamic value assignment using drag and drop. |
Coloring |
Enables you to specify KPI thresholds and ratings. You can set the background or the graphic color depending on the KPI values. |
Thresholds tab |
Enables you to specify the thresholds values range and to set the background and graphic color accordingly. You must assign at least one KPI to the Y-axis. |
Rating tab |
Enables you to specify the KPI rating and to set the data point color accordingly. You must assign a single KPI to the Y-axis. |
You can define thresholds for numeric and text KPIs to display their status. A colored background and graphic show the threshold range in which a KPI value is located.
Procedure
Click Coloring.
Click Thresholds to specify the KPI thresholds.
The tab is only available if at least one column is assigned to the Y-axis.
Click Background to set the chart background color or click Graphic to set the color scheme.
The Graphic tab is only available if a single KPI is assigned to the Y-axis.
Click a Color box to select a background color for each threshold.
Select an operator for each threshold to define the KPI value range, for example, < (less than).
Enter a value for each threshold.
You can either enter specific threshold values or you can choose columns from your data source representing dynamic threshold values. Only numeric values are valid as dynamic threshold values. Assign the required numeric data column from the data source to a threshold field using drag and drop.
Click the Plus button to add a threshold or click the
Minus button to remove a threshold.
Select a threshold view style in the Style drop-down menu.
This option is only available for the background.
Enable the Colorize axis labels to apply the specified color scheme to the axis labels.
The thresholds are configured for the selected widget.
You can define a rating for numeric KPIs to display their status. A colored data point shows the rating range in which a KPI value is located.
For example, you can color the ten poorest or worst KPI values, either as an absolute or as a percentage rating.
Prerequisites
You have assigned a single KPI to the Y-axis.
Procedure
Click Coloring.
Click Rating to specify the KPI rating.
The tab is only available if a single column is assigned to the Y-axis.
Enable the Absolute or Percentage option to set an absolute or a percentage rating, for example, to color the top three or 30% KPI values.
The highest value is considered as 100%
Click a Color box to select a color for each rating range.
Select Top or Button in the drop-down menu to assign the selected color to the best respectively the poorest KPI values.
Enter a value for the rating range, for example, 5 for the five best KPI values.
Click the Plus button to add a rating range or click the
Minus button to remove a rating range.
To color the remaining, unassigned KPI values, enable the Others option and select a color.
Enable the Colorize axis labels to apply the specified color scheme to the axis labels.
The rating is configured for the selected widget.