Each dashboard holds one or more dials, which may be contained in ribbons (freeform dashboards do not use ribbons, while standard dashboards do). You can collapse a ribbon by clicking the arrow in its upper right corner:
If a ribbon contains more dials than can be displayed, scroll buttons appear in the upper right of the ribbon. Click the arrows (highlighted below) to scroll left or right through the ribbon.
If you have editing permissions, you can use the Visual Designer to edit and create ribbons. See Creating and Managing Components for more information.
Dial User Interface
There are numerous features available within each dial. When you point to a dial, buttons appear in its upper right corner to offer you access to those features. To view the options available from each button, point to the button itself.
Action Menu Button
The Action menu offers access to the following dial features:
- Dial Snapshot:Opens the Snapshot Manager, which lets you take a snapshot of the dial, download it in different formats, send it as an email attachment, and schedule regular snapshots to be taken.
- Export Data: Lets you export the data populating the dial as a comma separated value (.csv) file for viewing in other applications such as MS Excel and other spreadsheet applications.
- Design Dial: (Available only to users with Visual Designer permission) opens a subset of editors you can use to make changes to the dial. Any changes you ake to the dial are saved.
- Modify Filter: Opens the Filters Editor from the Visual Designer, but any changes you make last only for the current session.
Drill Menu Button
The Drill menu lets you drill down into data shown in the dial.
Dials whose data comes from modeled or cube sheets only show the drill dimensions that apply to that sheet. Dials whose data comes from standard sheets show all the drill dimensions that exist. The following example uses the Drill menu to drill by location:
You can also access this menu by clicking a data point on an individual dial, and drilling just into that data.
As you drill down, new dials appear, creating a drill tree so you can always see how you got to the data you are viewing. If you want to share a drill tree, click Options at the top of the screen and select Printer-Friendly View. This opens a new window with just the drill tree in it, so you can print it or use screen capture software to make an image.
When you’re finished with a drill tree, click the X in the upper right of the top dial to close it.
You can also enter the Cell Explorer by clicking an individual data point and selecting Explore Data.
Information Menu Button
The Information menu button & gives you access to some or all of the following dial features, depending on the dial:
- About: Displays a box with information about the dial.
- Show Consolidated View: Launches a new window with a dial consolidating the data from the original dial. This typically presents the data over a longer time span. For example, if the original dial displays the inventory levels for a month, the consolidated dial displays the inventory levels for the year.
- Show Detailed View: Launches a second window containing a detailed view of the dial. This is typically a more detailed data breakdown. For example, the original dial may show the data for a one quarter period. The detailed dial may show the values for each month within the quarter.
- Reset View: Reverses any changes you have made to a dial and returns the dial to its original state.
- Options: Choose whether zone alerts are visible on the dial or not.
If you have permission to access the analysis tools, the menu lists all available analysis options for the dial at the end of the menu. Different dials have different analysis options, but here are some of the most common ones:
- Standard View: Returns you to the dial’s normal appearance.
- Basic Analysis options:
- Min and Max: Highlights the minimum and maximum values.
- Average: Highlights the average of the data.
- Standard Deviation: In statistics and probability theory, standard deviation shows how much variation, or "dispersion," exists from the average (the mean, or expected value). A low standard deviation indicates that the data points tend to be very close to the mean, whereas high standard deviation indicates that the data points are spread out over a large range of values. This chart shows the mean and standard deviation values of the dial’s data.
- Linear Trendline: Shows you a best-fit straight line that is used with simple linear data sets. Your data is linear if the pattern in its data points resembles a line. A linear trendline usually shows that something is increasing or decreasing at a steady rate.
Polynomial Trendline: A curved line that is used when data fluctuates. It is useful, for example, for analyzing gains and losses over a large data set. The order of the polynomial can be determined by the number of fluctuations in the data or by how many bends (hills and valleys) appear in the curve.
Description for a visualization: Explains what a dial looks like.
Moving Average: Smooths out fluctuations in data to show a pattern or trend more clearly. A moving average uses a specific number of data points, averages them, and uses the average value as a point in the line.
Correlation Chart: A scatter plot and a linear regression line. A scatter plot (or “scattergraph”) is a type of mathematical diagram using Cartesian coordinates to display values for two variables for a set of data. Correlation is indicated by the line of best fit determined by linear regression on the data set.
Control Chart: Also known as a Shewhart chart or process-behavior chart, this is a tool used in statistical process control to determine whether a manufacturing or business process is in a state of statistical control. The "Individuals Control Chart" uses data samples that are individual measurements. Control charts for individual measurements, such as where the sample size = 1, use the moving range of two successive observations to measure the process variability. The moving range is defined as the absolute value of the first difference (such as the difference between two consecutive data points) of the data. Similar to the Shewhart control chart, you can plot both the data (the individuals) and the moving range. For the control chart for individual measurements, the lines plotted are: UCL (Upper Control Limit), Centerline, and LCL (Lower Control Limit).
Pareto: This shows a type of chart that contains both bars and a line graph, where individual values are represented in descending order by bars, and the cumulative total is represented by the line. The purpose of the Pareto chart is to highlight the most important among a (typically large) set of factors.
Relative Variance: Shows you the point-by-point difference between two data sets relative to the first data set.
Actual Variance: Shows you the point-by-point difference between two data sets compared to zero.
Waterfall: Helps in determining the cumulative effect of sequentially introduced positive or negative values. The waterfall chart is also known as a flying bricks chart or Mario chart due to the apparent suspension of columns (bricks) in mid-air. Often in finance, it is referred to as a bridge.
Previous Period: Shows you a comparison of two data sets, one representing the current period and the second representing the preceding calendar period of the same type.
Comparable Period: Shows you a comparison of two data sets, one representing the current period and the second representing the same calendar period from the previous year.
When a dial displays data, individual data points are displayed as dots along the line, bar, or other form of data display.
Clicking a data point displays a menu:
The data point menu’s options (some options may not be available, depending on your configuration):
Notes: Users can put notes on dials for others to see. Select Notes in the point menu to open the Notes dialog. Notes can be formatted in a number of ways, including font and color. When you are finished, click Save.
When a note is present on a point, the Note button appears. Clicking it displays the Notes dialog, where you can see that data point’s note as well as a history of the note. To edit the note, click Edit. When you are done, click Save and Close to save your work and dismiss the dialog, or click Close to dismiss it without saving.
Show [Period]: The period(s) available for you to click varies according to the dial. For example, if a dial displays a month of data, the menu might offer Show Weeks. If you click Show Weeks, a drill down trail showing the data by weeks appears, and you can continue to drill in whatever way is useful.
[Dimension name]: This is another drill down capability. The dimensions shown in the dial are offered here for you to drill down into whatever you need.
Show Table: Displays a table of all the raw data submitted to the data in the dial during the selected time period.
What if...: This analysis tool appears to users who have the Use Analysis Tools permission. When you click a point in the drilled part of your trail and then select What If..., the What If... editor appears. This editor lets you use a slider and changes the data point you selected. Click Submit to apply the change. To reset the dial to its original state, click Reset in the What If... editor.
Other Dial Buttons and Buttons
The other buttons and buttons you may see on dials are listed below. The thresholds for trending and zones are set in the Visual Designer.
|Time Scroll: Appears at the bottom of the dial when you point to it. Click the left or right buttons to shift through time on a single dial.|
|Home Context: Appears at the bottom of the dial when you point to it. Click to return a dial to its default time period after shifting it through time.|
|Warning: Indicates that the account data of the dial falls outside the configured zones for the dial.|
|Trending Slowly: Indicates that the data in the dial is trending slowly up or down. The colors indicate whether the direction is good or not, where green = good and orange = bad.|
|Trending Quickly: Indicates that the data in the dial is trending quickly up or down. The colors indicate whether the direction is good or not, where blue = great, green = good, and red = bad.|
|old:Indicates that the data in the dial has not moved significantly enough to be considered trending up or down.|
|Bad Zone: Indicates that the data in the dial is in the bad zone (for example, that an account is over budget, or a department is not meeting its sales goals).|
|Warning Zone: Indicates that the data in the dial is approaching the bad zone (for example, that an account is nearly over budget, or a department is in danger of not meeting its sales goals).|
|Good Zone: Indicates that the data in the dial is in the good zone (for example, that an account is under budget, or a department is meeting its sales goals).|
|Excellent Zone: Indicates that the data in the dial is in the excellent zone (for example, that an account is well under budget, or a department has exceeded its sales goals).|