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Using Dashboards
You can display the charts generated by stream views are presented in in dashboards. Certain kinds of chart can also be generated ad-hoc, for example, to You can also generate some types of charts without using a dashboard. For example, you can view the contents of a stream set from a stream set form, a Data Grid is producedin a grid; see Stream Set List.
Chart type: Data Grid
A Data Grid is a simple chart type, displaying data grid displays the data in a table format. To open the properties for a data record in the grid, double-click on its row.
Details for an individual Stream Item stream item can be viewed by double clicking on a row. This bring up the Stream Item Form with details of the Stream Item selected.
Chart buttons
Charts provides the standard grid icons.
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Refresh the chart. | |
Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the chart to refresh and display only those entries which match the selected Filter. | |
Select an existing (or predefined) multi-column Sort Order or create, delete and modify Sort Orders. Note that data is ordered across all records which are implied by the Filter, not just the current page of data. | |
Opens the download data form allowing the user to export just the selected items or all data on the chart as either an Excel file, a CSV (comma separated) file or as an HTML document. | |
Display the number of records in the data, and the number of records currently being displayed. |
Grid Context
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Menus
Right Clicking -click on a data grid will present you with one of two context menus, depending on if you right click on a column header, or the grid itself.If you right click on the column header the options are:to open the context menu. The options available depend on whether you right-click in the header row or in a grid row.
Header Context Menu
| Sort Ascending | Sort the data in this grid by this column in Ascending Orderascending order (0 to 9, A to Z) |
| Sort Descending | Sort the data in this grid by this column in Descending Orderdescending order (9 to 0, Z to A) |
| Freeze Column | Freeze the Column so that if the grid is scrolled through then this column will not movecolumn to keep it visible when you scroll through the other columns. |
| Unfreeze all Columns | Unfreeze all the Columns columns so that the will all will move if the grid is scrolled. |
| Set Flex Column | Mark the column as flex so that its size will automatically change Flex columns adjust their size automatically to fit the space. |
| Hide This Column | Mark this column as hidden. It will not be visible until marked as visible again through the attributes list. |
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| Hidden columns do not appear in the grid. To re-show a hidden column, right-click any grid row and select Show Attributes for View <viewName> → Hide this column |
Row Context Menu
| Show Stream Item Details | (visible only if the right click is on a grid row) This will bring up Opens a window with all the information contained in that grid row |
| Show Attributes for View <viewName> | This will bring up a grid which contains Opens a list of all of the Stream View Attributes attributes (column headers) for this Stream Viewstream view. View Attributes which Attributes formatted in italics are present in the stream but are hidden are shown in italics.From this Menu you can right click on a row to mark that column as hidden or not hiddenthe grid. To change whether an attribute is hidden or visible, right-click the attribute and select Show this column or Hide this column. |
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Dashboards
A dashboard allows you to gather into a single view a set of charts.
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| When a layout or dashboard is locked, unlock to make changes. | ||||||||
| Lock a layout or dashboard to display the data content. | ||||||||
| Open a window listing the context parameters. | ||||||||
| Add a vertical bar to the current area. | ||||||||
| Add a horizontal bar to the current area. | ||||||||
| Create a new form in the current area. | ||||||||
| Open the palette to drag in components. | ||||||||
| Open the properties tab for the dashboard. |
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