Summarisation
To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure.
The following summary functions are available.
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Count - The number of values (excluding Null and DBNull values).
This is the only summary type that can be calculated against non-numeric data.
- Count Distinct - The number of distinct values.
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Sum - The sum of the values.
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Min - The smallest value.
- Max - The largest value.
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Average - The average of the values.
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StdDev - An estimate of the standard deviation of a population, where the sample is a subset of the entire population.
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StdDevP - The standard deviation of a population, where the population is the entire data to be summarised.
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Var - An estimate of the variance of a population, where the sample is a subset of the entire population.
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VarP - The variance of a population, where the population is the entire data to be summarised.
By default, Dashboard calculates Sum for numeric measures and Count for measures that contain another type of data.
You can change the summary function type for numeric measures. To do this, invoke the dashboard item Bindings menu and select the required data item. In the drop-down Summary Type list, select the desired summary type.
Grouping
You can group dimension values and display summaries for entire groups rather than individual values. You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by year, month, quarter, etc.
Date-time values support the following group intervals.
| Group interval | Description | Examples |
|---|---|---|
| Year | Values are grouped by the year. | 2010, 2011, 2012 |
| Quarter | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 |
| Month | Values are grouped by the month. | January, February, March, ... December |
| Day | Values are grouped by the day of the month. | 1, 2, 3, ... 31 |
| Hour | Values are grouped by the hour. | 0, 1, 2, ... 23 |
| Minute | Values are grouped by the minute. | 0, 1, 2, ... 59 |
| Second | Values are grouped by the second. | 0, 1, 2, ... 59 |
| Day of the Year | Values are grouped by the day of the year. | 1, 2, 3, ... 365 |
| Day of the Week | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday |
| Week of the Year | Values are grouped by the week of the year. | 1, 2, 3, ... 52 |
| Week of the Month | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 |
| Month-Year | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... |
| Quarter-Year | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... |
| Day-Month-Year | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... |
| Date-Hour | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... |
| Date-Hour-Minute | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... |
| Date-Hour-Minute-Second | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... |
| Exact Date | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... |
To specify a date-time group interval in the Web Dashboard, invoke the dashboard item Bindings menu and select the required data item. In the Bindings section, select the desired interval from the drop-down Group Interval list.
String values support the following grouping intervals.
- No Grouping: each value is displayed "as is".
- Alphabetical: values are grouped alphabetically (e.g., A, B, C, ... Z).
For string values, go to the Data Shaping section of the data item menu. Here, you can change the group interval to alphabetical.
Sorting
Data Insights allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by measure values.
To change the sort order of dimension values displayed within a dashboard item, open the dashboard item Bindings menu, select a data item and go to the Data Shaping section. Here you can select the Ascending or Descending sort order.
The Web Dashboard also allows you to sort dimension values by summary values calculated for a specific measure. To do this, in the drop-down Sort Measure list, select a measure by which you want to sort this data item.
Filtering
To configure filtering in the Web Dashboard, select the target dashboard item and invoke the dashboard item's Bindings menu. Then, go to the Data / Filtering section and use the Click to set Filter Criteria button to invoke the Filter Editor dialog.
Use this dialog to build filter criteria with a convenient tree-like interface.
You can use the Filter Editor to filter a data source according to the current parameter value.
In OLAP mode, you cannot apply filtering by building complex filter criteria. Instead, you can filter dimension attributes and hierarchies by manually selecting the values you wish to include or exclude from the dashboard.
| Dimension Attribute | Dimension Hierachy |
|---|---|
| For dimension attributes, the Filter Editor contains a list of all values. | For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level. |
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Top N
The Top N feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure.
To enable the Top N feature, open the dashboard item Bindings menu, select a required data item and go to the Top N section.
Click ON and specify the following settings.
| Setting | Description |
|---|---|
| Measure | The parameter according to which the top or bottom values will be determined. |
| Count | The number of values to be displayed. |
| Mode | Specifies whether top or bottom values should be displayed. |
| Show "Others" value | If enabled, all values that are not the top/bottom ones are consolidated in the "Others" value. Note that this capability is not supported in OLAP mode. |
Formatting Data
The Web Dashboard allows you to customize various format settings for numeric and date-time values.
To specify a format for numeric values, open the dashboard item Bindings menu, select a required data item and go to the Format section.
In the Format type field, select the required format type.
| Format Type | Description |
|---|---|
| Auto | Format settings are automatically determined based on the data type. |
| General | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. |
| Number | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. |
| Currency | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the Currency Formatting Specifics section of this document. |
| Scientific | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). |
| Percent | Multiplies a number by 100 and converts it to a percentage string. |
Other format settings are in effect for only specific format types.
| Setting | Description | Format Types |
|---|---|---|
| Unit | The unit to which values should be converted. | Number, Currency |
| Precision | The number of fractional digits that should be displayed. | Scientific, Percent |
| Include group separator | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent |
| Currency | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the Currency Formatting Specifics section of this document. | Currency |
To specify a format for date-time values, use the Format Type option in the data item's Format section.
Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The Format section is not displayed for such group intervals.
The following list shows format types by group interval.
- Year
- Full - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)).
- Abbreviated - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)).
- Quarter
- Full - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)).
- Numeric - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)).
- Month
- Full - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)).
- Abbreviated - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)).
- Numeric - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)).
- Hour
- Long - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM).
- Short - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13).
- Day of Week
- Full - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)).
- Abbreviated - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)).
- Numeric - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)).
- Day-Month-Year
- Long - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)).
- Short - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)).
- Date-Hour
- Long - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)).
- Short - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)).
- Time only - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)).
- Date-Hour-Minute
- Long - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)).
- Short - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)).
- Time only - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)).
- Date-Hour-Minute-Second
- Long - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)).
- Short - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)).
- Time only - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)).
The list below illustrates format types related to the Exact Date group interval.
- Year
- Full - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)).
- Abbreviated - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)).
- Quarter
- n/a - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)).
- Month
- n/a - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)).
- Day
- Long - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)).
- Short - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)).
- Hour
- Long - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)).
- Short - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)).
- Time only - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)).
- Minute
- Long - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)).
- Short - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)).
- Time only - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)).
- Second
- Long - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)).
- Short - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)).
- Time only - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)).
The Web Dashboard allows you to specify currency formats for the current data item or for entire dashboard.
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To set a data item currency format, open the dashboard item Bindings menu, select a required data item and go to the Format section. Select Currency as a format type and specify the required culture using the Currency combo box.
You can also specify the data item to use the client culture. For this, select the Use client system settings in the combo box.
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To set the dashboard currency, open the dashboard menu and go to the Currency page. Here you can select the required currency from the list.
You can also specify the dashboard to use the client culture. For this, select the Use client system settings item.