Tile and Data View Controls

Each tile within the dashboard has one or more DataViews, and each view has its own options and settings.

The Expand icon in the top-right of each tile expands the tile to fill the dashboard area. The Collapse icon returns the tile to its original size. This option may be disabled in the configuration.

The Notes icon may be displayed in the top-right of the tile, indicating that there are unread notes attached to at least one of the views within the tile.

The Criteria icon in the top-right of the tile indicates that there are currently one or more criteria rules limiting the content of the current dataview. Click the icon to view the applied criteria. This option may be disabled in the configuration.

If a tile contains multiple dataviews, they will be listed along the top of the tile. Click the name of the dataview to switch to that view.

The Control icon to the left of each dataview tab opens the control panel for that specific view.

	Refresh	Reloads the current view without affecting the other views.
	Save	Saves the settings for the current view.
	Options	Opens the Configuration panel to change the settings for the current view.
	Table	Changes the view to a table format, with all data displayed in a grid.
	Card	Changes the view to a card format, with the window displaying one entry at a time. Navigation controls in the bottom-right step through the entries.
	Line	Changes the view to a line chart format.
	Bar	Changes the view to a bar chart format.
	Column	Changes the view to a column chart format.
	Pie	Changes the view to a pie chart format.
	Notes	Opens the Notes panel to add notes related to the current view.
	Snapshot	This feature is currently inactive.
	Schedule	This feature is currently inactive.
	Excel	Opens the content of the current view in an Excel file. This is only available for Table layouts.
	PDF	Opens the Export Options panel to save the current view as a PDF file.

DataView Configuration Panel (Analysis Mode)

The Configuration panel opens to the right of the screen when selecting Options from a data view, and contains settings for the current view. Click X to close the panel again.

The options are displayed by category. Each category can be expanded or collapsed using the and icons.

The General category includes the following options.

Title	Enter the title of the data view to be displayed at the top of the tile.
Display Mode	Select the format.

Click Revert default configuration to reset the data view to its original configuration. This deletes any custom configuration saved for the view.

The Appearance category includes the following options.

Display Window Title Bar	If enabled, the title bar will be displayed at the top of the tile. If disabled, the titles of all DataViews within the tile will be hidden, as well as the Control icon. Note that hiding the title bar will prevent access to this settings page, and can only be recovered by an administrative user.
Display Toolbar	If enabled, the Control icon will be displayed to the left of the DataView name, providing access to the configuration options for that data view. If disabled, the Control icon will not be displayed. Note that hiding the control icon will prevent access to this settings page, and can only be recovered by an administrative user.
Allow Maximize	If enabled, the Expand icon will be displayed at the right of the title bar, allowing the tile to be expanded to fill the dashboard. If disabled, the Expand icon will not be displayed.
Display Criteria Values	If enabled, the Criteria icon will be displayed in the top right of the tile whenever there are criteria rules applied to the current data view. The user can click the icon to view the criteria. If disabled, the icon will not be shown.
Display Links	This feature is currently inactive.
Tab Index	When multiple dataviews are included in a tile, the Tab Index controls the order in which they will be displayed. Enter the number for the current dataview.
Maximum Number Of Rows	Enter the maximum number of rows to be displayed. The See All icon becomes available in the top right of the tile, which will show all rows.
Layout Cell Title	This feature is currently inactive.

The Columns category controls the configuration of each data element in the view.

The top table is used to select each element by Title, displaying the configuration settings for each. The Data Type column identifies the type of data. Click the Show icons to set whether the column is shown or hidden . Click and drag the Move icon to change the order of the columns.

Title	Enter the name of the data element. This will serve as the column name for tables, label for card layout, or legend entry for line, bar, column, or pie charts.
Format	Select a custom format for the data.
Format when exporting to Excel	Select a custom format for when the data is exported. This uses the Excel formatting rules, which may not match the display Format defined above.
Alignment	Select if the data should be aligned to the left, centered, or the right.
Width	Enter the column width, in pixels. Enter zero to return to the default width.

The Options category includes settings grouped into tabs.

The Sorting & Sub-Totals tab includes the following options.

Sort by	Select the first sorted column. Click the arrows to sort in ascending or descending order. Click to delete the line. When a Sort by column is selected, a Then by field is added below.
Then by	Select all additional columns to sort by, in order. Click the arrows to sort in ascending or descending order. Click the to delete the line.
Subtotal Options	Click one or more options for displaying totals and subtotals.
• Show Data Rows	Select this option to include the individual data rows. Without this option, only the selected total and subtotal lines will be displayed.
• Show Subtotal Rows	Displays a subtotal row for each unique entry in the selected Sort by column.
• Show Grand Total	Displays a grand total row at the bottom of the table.

The Filtering tab lists all current filter rules.

The title provides a summary of the filter conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule.

Click the title to view an existing filter rule, or click the Add new rule icon to create a new rule. See the Managing Filter Rules section for details.

The Conditional Formatting tab allows special formatting rules to be applied when certain conditions are met.

The title provides a summary of the formatting conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule.

Click the title to view an existing formatting rule, or click the Add new rule icon to create a new rule. See the Managing Conditional Formatting Rules section for details.

Base criteria can be applied to a dataview at the configuration level. Criteria rules are high-level conditions that restrict the data being brought into the dataview. The Criteria tab displays the current criteria, and allows them to be adjusted or deactivated for the current user.

Source Value	Displays the name of the data element. This data may not be included in the dataview itself.
Comparison	Select how the data will be evaluated.
• Before	The Source Value is less than the Comparison Value.
• Before or equal	The Source Value is less than or equal to the Comparison Value.
• Equal	The Source Value is equal to the Comparison Value.
• Not equal	The Source Value is not equal to the Comparison Value.
• After	The Source Value is greater than the Comparison Value.
• After or equal	The Source Value is greater than or equal to the Comparison Value.
• Is empty	The Source Value is blank. No Comparison Value is required for this option.
• Is not empty	The Source Value contains any value at all. No Comparison Value is required for this option.
• Starts with	The Source Value begins with the full Comparison Value.
• Does not start with	The Source Value does not begin with the full Comparison Value.
• Ends with	The Source Value ends with the full Comparison Value.
• Does not end with	The Source Value does not end with the full Comparison Value.
• Contains	The Source Value includes the full Comparison Value anywhere within the data.
• Does not contain	The Source Value does not include the full Comparison Value anywhere within the data.
• Between	The Source Value falls between the two Comparison Values.
• Not between	The Source Value does not fall between the two Comparison Values.
• In list	The Source Value matches at least one entry in the Comparison Values.
• Not in list	The Source Value does not match any entry in the Comparison Values.
Comparison Values	If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add new list item icon to add additional fields, or click the Delete icon to remove a field.

Managing Filter Rules

Filters can be applied to focus the data within a selected view. The filters can be simple conditions or advanced logical structures, which will be evaluated for each row in the table.

1. Open the Control panel for the selected view, and click the Options button to open the Configuration panel.

2. Expand the Options category, and select the Filtering tab .

3. The title provides a summary of the filter conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule.

4. Click the title to view an existing filter rule, or click the Add new rule icon to create a new rule. The Rule Editor window opens.

Select if the rule should Include or Exclude data when the Condition evaluates as true.

The rule can contain Simple or Advanced conditions. For Simple conditions, the following settings are available.

Source Value	Select the column containing the data to be evaluated.
Comparison	Select how the data will be evaluated.
• Before	The Source Value is less than the Comparison Value.
• Before or equal	The Source Value is less than or equal to the Comparison Value.
• Equal	The Source Value is equal to the Comparison Value.
• Not equal	The Source Value is not equal to the Comparison Value.
• After	The Source Value is greater than the Comparison Value.
• After or equal	The Source Value is greater than or equal to the Comparison Value.
• Is empty	The Source Value is blank. No Comparison Value is required for this option.
• Is not empty	The Source Value contains any value at all. No Comparison Value is required for this option.
• Starts with	The Source Value begins with the full Comparison Value.
• Does not start with	The Source Value does not begin with the full Comparison Value.
• Ends with	The Source Value ends with the full Comparison Value.
• Does not end with	The Source Value does not end with the full Comparison Value.
• Contains	The Source Value includes the full Comparison Value anywhere within the data.
• Does not contain	The Source Value does not include the full Comparison Value anywhere within the data.
• Between	The Source Value falls between the two Comparison Values.
• Not between	The Source Value does not fall between the two Comparison Values.
• In list	The Source Value matches at least one entry in the Comparison Values.
• Not in list	The Source Value does not match any entry in the Comparison Values.
Comparison Values	If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add button to add additional fields, or click Remove to remove a field.

For Advanced conditions, a formula can be entered manually, assembled from options provided below, or any combination of the two. Pointing to an option displays a description in the yellow field at the bottom of the window.

Formula Field	The condition formula is assembled in this field. Selecting any option from the lists inserts that option at the current cursor position. Text and values can also be typed in manually.
Fields	Inserts placeholders that retrieve data from the current data view.
• Columns	Provides the columns from the current data view.
• Aggregates	Provides options for all data within a selected column. Once an aggregate is inserted, a Column must be specified within the parentheses.
Functions	Inserts functions for calculations, logical structures, and retrieving data from the system.
• General	Provides options such as comparisons and using system triggers.
• Math & Stat	Provides mathematical options.
• Date & Time	Provides options to retrieve and manipulate dates and times.
Operators	Inserts operators to structure the formula.
• General / Numeric	Provides the standard mathematical symbols.
• Logical	Provides options and characters for comparisons and structuring the formula.
• Data Type	Used to verify what type of data is provided.
• Text	Used to combine values.

5. Click OK to save the rule and close the window, or click Cancel to close the window without saving the rule.

Managing Conditional Formatting Rules

Custom formatting can be applied to highlight data within a selected view. The formatting rules can be simple conditions or advanced logical structures, which will be evaluated for each row in the table.

1. Open the Control panel for the selected view, and click the Options button to open the Configuration panel.

2. Expand the Options category, and select the Conditional Formatting tab .

3. The title provides a summary of the rule conditions. Click and drag the Move icon to change the order of the rules. Click to delete the rule.

4. Click the title to view an existing formatting rule, or click the Add new rule icon to create a new rule. The Rule Editor window opens.

Define the formatting that should be applied when the Condition evaluates as true.

Action	Select how the formatting will be applied.
• Highlight Cell	The cell in the selected Column will be highlighted.
• Highlight Row	The entire row will be highlighted.
• Blank Value	The cell in the selected Column will be blank.
Reason	The highlight color is set by the selected Reason. This field is available when Action is set to Highlight Cell or Highlight Row.
• Severe Issue
• Issue
• Severe Warning
• Warning
• Good
• Very Good
• Excellent
• Very Excellent
Style	Select the appearance of the highlight. This field is available when Action is set to Highlight Cell or Highlight Row.
• Background
• Box
• Circle
• Disk
Column	Select the column to be highlighted or blanked. This field is available when Action is set to Highlight Cell or Blank Value.

The rule can contain Simple or Advanced conditions. For Simple conditions, the following settings are available.

Source Value	Select the column containing the data to be evaluated. When the Action field is set to Highlight Cell or Blank Value, this field will be automatically set to the Column selected in the format settings.
Comparison	Select how the data will be evaluated.
• Before	The Source Value is less than the Comparison Value.
• Before or equal	The Source Value is less than or equal to the Comparison Value.
• Equal	The Source Value is equal to the Comparison Value.
• Not equal	The Source Value is not equal to the Comparison Value.
• After	The Source Value is greater than the Comparison Value.
• After or equal	The Source Value is greater than or equal to the Comparison Value.
• Is empty	The Source Value is blank. No Comparison Value is required for this option.
• Is not empty	The Source Value contains any value at all. No Comparison Value is required for this option.
• Starts with	The Source Value begins with the full Comparison Value.
• Does not start with	The Source Value does not begin with the full Comparison Value.
• Ends with	The Source Value ends with the full Comparison Value.
• Does not end with	The Source Value does not end with the full Comparison Value.
• Contains	The Source Value includes the full Comparison Value anywhere within the data.
• Does not contain	The Source Value does not include the full Comparison Value anywhere within the data.
• Between	The Source Value falls between the two Comparison Values.
• Not between	The Source Value does not fall between the two Comparison Values.
• In list	The Source Value matches at least one entry in the Comparison Values.
• Not in list	The Source Value does not match any entry in the Comparison Values.
Comparison Values	If one or more Comparison Values are required, enter the values in the fields. For a list of values, click the Add button to add additional fields, or click Remove to remove a field.

Formula Field	The condition formula is assembled in this field. Selecting any option from the lists inserts that option at the current cursor position. Text and values can also be typed in manually.
Fields	Inserts placeholders that retrieve data from the current data view.
• Columns	Provides the columns from the current data view.
• Aggregates	Provides options for all data within a selected column. Once an aggregate is inserted, a Column must be specified within the parentheses.
Functions	Inserts functions for calculations, logical structures, and retrieving data from the system.
• General	Provides options such as comparisons and using system triggers.
• Math & Stat	Provides mathematical options.
• Date & Time	Provides options to retrieve and manipulate dates and times.
Operators	Inserts operators to structure the formula.
• General / Numeric	Provides the standard mathematical symbols.
• Logical	Provides options and characters for comparisons and structuring the formula.
• Data Type	Used to verify what type of data is provided.
• Text	Used to combine values.

5. Click OK to save the rule and close the window, or click Cancel to close the window without saving the rule.