Enhancement and Widgets for Dashboard

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. 

We have provided a new setting with a field group called "Show As Widget On" in the Dashboard Chart, KPI, and View Screen, which enables users to display widgets on both the Home and window screens. 

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. 

b. Window: By marking the checkbox as true, the widget will become visible on the specified screen's  landing page (on screen field will enable disable on this setting) 

If window checkbox is marked as true, then user needs to enable the landing page for the specified screen from the Screen configuration.

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.

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.  

Default: By marking the checkbox as true, the widget will by default be shown on the home page or Landing page of the specified screen if widget is accessible to the login Role until user customize the home page or landing page. 

RowSpan: This specifies the Horizontal dimension or widget width. 

ColSpan: This specifies the Vertical dimension or widget height. 

Once the user configures the widget under the 'Widget Size' tab, they can find it in the widget area of the home screen as shown in below image. 

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.

After user enable the chart for home screen user can see the chart by dragging it from widget area to home screen dashboard area.

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. 

After user enable the view for home screen user can see the view by dragging it from widget area to home screen dashboard area. 

Introduced new fields in Dashboard Module for Dashboard KPI, Chart and View screen: 

1. 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. 

For example: If we select "Thousands" from the "Show Values In" field, the system will display the KPI value in thousands, as shown in the image below. 

2. Color Control Field: Previously we fixed pre-defined color option to select from color dropdown on dashboard kpi, chart and view window shown in below image.

Now we have redesigned the control to be even more flexible and user can directly select the color as shown in below image. 

3. Show Legends : Previously, we did not have the option to change the legend's position in dashboard chart screen.

Now we have now introduced a new dropdown field, 'Legends Position,' which allow users to change the legend's position to the bottom, left, right, or top, helping to identify the values more effectively. 

For example, we have selected a chart with the legends position set to Top, as shown in the image below. 

4. Show Label: Previously, we had a fixed location to show label on Dashboard Chart, which caused them to overlap with the values. To improve this feature, we introduced the 'Label Direction' field with three options: 'Horizontal', 'Vertical', and 'Diagonal', on tab named "Series" allowing labels to be displayed more efficiently on the dashboard chart. 

For example, we have selected a chart with the label direction set to diagonal, as shown in the image below. 

5. Calculation Basis: 

Introduce new field "Calculation Basis" to display data in three types based on selected option from the list  

• Fixed 

• Financial 

• Variable  

It will work in the combination of other fields "Date Time Types" and "Value"   

1. Fixed: By selecting a fixed option from the dropdown list, the user can view records as below described way . 

For example: 

Date Time Type -> Last ? Year 

Calculation Basis -> Fixed 

(i) If the user enters 0  in the field Value, the system will display records for the current year, from 1^st of January to 31^st of December. 

(ii) If the user enters 1 in the field Value, the system will display records for the previous year, from 1^st of January to 31^st of December. 

2. Financial: By selecting a financial option from the dropdown list, calendar field will enable which will display list of all calendars (As there can be multiple calendars in one tenant) and after selecting a particular calendar, user can view records by financial year that is defined in the calendar which user has selected (e.g. if financial year is defined in the calendar from 1^st Apr 2023 to 31^st March 2024, then chart will display data for this time range based on the value selected in the Value field, let's say if 0 then current financial year, if value is 1 then previous financial year).

• Calendar: This dropdown will display the list of all Calendar from where user can select the financial calendar and system will display the records accordingly on the chart 

For example:  

Date Time Type -> Last ? Year 

Calculation Basis -> Financial 

(i) If user select a calendar for financial year (1 April 2023 to 31 March 2024) then system will display records as per selected calendar. 

3. Variable: When variable option is selected from the dropdown list, the user can view records starting from the selected date up to the value entered in the value field(means if the value entered is "0," the system will display data for the current year, and if the value is "1," the system will display data for the current year and the previous year i.e. for 2 years (System date – 2 years)). 

For example:  

Date Time Type -> Last ? Year 

Calculation Basis -> Variable 

(i) If the user selects a variable option and enters "1" as the value, the system will display a record for a two-year period, starting from the system date and extending back to the previous year. 

6. 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.

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.

7. 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.

"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)

 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.

Case 2: Date Time Type -> Last ? Month 

Value -> 12 

Fetch Rows -> 6 

Order By Dec -> False 

Sum -> True(Display the total sum on month)

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.