Overview
We are introducing a new tab called 'Widget Size' which helps users to add widgets on home screen/Landing page for Dashboard components which include KPI, Chart, and View to help users better manage and understand your data. These widgets are designed to help you track key metrics, visualize complex data on dashboards, enabling you to manage and understand your data more effectively.
Furthermore, we’ve implemented several adjustments and added new fields that allow users to create KPIs, charts, and views in a more efficient way.
Product Version and Dependency
This feature is supported by Market (3.1.12.0), Vienna Advantage Base files (2.4.1.0) and Vienna Advantage Framework (6.1.2.0).
How to configure widgets for KPI, Chart and View screen:
After installing the dependent module, users will see a "Widget Size" tab on the Dashboard KPI, Dashboard Chart, and Dashboard View screens as shown in below image.
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Steps 1
Here, take an example of 'Dashboard KPI' screen that how we can show KPI as widgets?
1. Dashboard KPI (Key Performance Indicator):
First, the user must create a KPI from the Dashboard KPI screen, where they need to set access permissions and define a specific range for the KPI.
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Access to these dashboard widgets is controlled based on the role permissions assigned to the user in the access tab.
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To display the widgets on the homepage and screens, we can do this with the help of these two checkboxes.
a. Home: By marking the checkbox as true, the widget will be visible on the home page.
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Note: If screen field is empty, the created widget will be visible on all screen landing pages, provided the landing page checkbox is marked as true for that specific screen.
Steps 2
In the "Widget Size" tab, user needs to specify the widget size for the dashboard, determining how the widget will be displayed on the homepage/landing page.
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Fields used in widgets size tab:
Sequence: The sequence determines the order in which widget fields will appear within a particular widget on the homepage. The system will give priority as per the sequence of the field. The small number would be given higher priority.
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The image above shows a KPI for the 'Sales Order' screen, displaying the total number of 'Sales Orders' in this KPI.
2. Dashboard Chart:
In 'Dashboard Chart' provides a visual representation of key data, allowing users to quickly analyze and monitor performance. It can display various chart types, such as bar, line, or pie charts, to present data in an easy format.
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In the image above, we have created a chart that displays the total count of customer returns.
3. Dashboard View:
In 'Dashboard View' system displays key data in a text-based format, providing users with an easy-to-read summary of important information. It helps users quickly track and assess performance without relying on visual elements.
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After user enable the view for home screen user can see the view by dragging it from widget area to home screen dashboard area.
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Note: If the widget size is not specified in the "Widget Size" tab of the Dashboard KPI, chart, or view screen, the widget will not be displayed on the homepage or landing page.
Introduced new fields in Dashboard Module for Dashboard KPI, Chart and View screen:
Show Values In: This field will be used in the 'Dashboard KPI' and 'Dashboard Chart' screens. It helps the user display a value according to their needs in the business activity form or widget area.
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Note: This ''Calculation Basic'' field will be enabled only if the user selects the options "Last ? Year" or "Last ? Month" in the Date Time Type field.
Feasibility for combination of Line + Column Chart:
Previously, we did not have the option to combine a column chart with a line chart.
Now with this release system allows users to combine a column chart with a line chart in a single visualization, helping to compare individual data points with overall trends more easily. It provides a clearer way to understand data patterns and relationships between different data sets.
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By selecting the 'Line Series' checkbox in the Series Tab, the system will display the series as a line in the chart. If the checkbox is not selected then system will use the setting chosen in the Parent tab under the Chart Type field on the Dashboard Chart screen.
For example, In this below image a column chart with two series 'Sales Series' and 'Purchase Series'. In the Sales Series(Blue Color), 'Line Series' checkbox is marked as true, so the system will display it as a line.
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Note: 'Line Series' checkbox will only be available for the 'Column' chart type.
Fetch the number of rows in the charts based on the configuration settings:
Previously, there was no option to display data in a chart based on user preferences, such as showing the maximum and minimum values. Users had to create a separate view and fetch data in view accordingly to achieve this.
However, we have now introduced an option that allow users to specify the number of rows to display in the chart. Additionally, users can enable the "Order By Descending" checkbox to sort the values in ascending or descending order to display top or bottom n rows in the chart.
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"Fetch Rows" field will retrieve and display data in a chart based on a number input, and the system will dynamically show the data for those specific rows.
For example:
Case 1: Date Time Type -> Last ? Month
Value -> 12
Fetch Rows -> 6
Order By Dec -> True
Sum -> True(Display the total sum on month)
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Here system will display data for 12 months, but since the number of rows to fetch is set to 6, it will only show data for top 6 record months, displaying the highest values (because the "Order By Descending" checkbox is checked), as shown in the image below.
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Case 2: Date Time Type -> Last ? Month
Value -> 12
Fetch Rows -> 6
Order By Dec -> False
Sum -> True(Display the total sum on month)
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Here system is set to display data for 12 months, but since the number of rows to fetch is set to 6, it will only show data for 6 months having least values, displaying the lowest values (because the "Order By Descending" checkbox is unchecked), as shown in the image below.
Note: There is an option to select max value as 20 in the "Fetch Rows" field.