EngageCX Analyst 12.5 (Mantine) Users Guide

Dashboards

The Ecrion Analyst is designed to allow you to easily create Dashboards. A Dashboard is a useful collection of Widgets that provide a visualization of enterprise data for analysis of key information. A Dashboard can consolidate data, portray trends through graphics, and allow viewers filtering options all on a single screen.

Creating a New Dashboard

The New Dashboard Wizard is designed to guide you, step by step, through the configuration and design of your Dashboard. This helpful tool is useful for new and experienced users alike, ensuring that nothing is left behind in the process of your design.

Begin by selecting the Create New tab in the Analyst Welcome Page or select the File tab in the Ribbon and then, New in the Side Menu.

Configuring Data

The first step in designing dashboards is setting up the data input.

Select Use file to navigate the file system.
Browse and the appropriate file. The supported file formats are .edm, .csv and .xlsx.
Wait until the input is loading. Additionally, you can select a table from the drop-downs, as needed.
Select Next on the bottom of the wizard to proceed to the next step.

Configuring Visualization

Step two in your dashboard design will be configuring the layout you would like to use. The Analyst provides you with several predefined layouts available for you to use and customize. Depending on the type of widgets contained by the selected layout, the next related steps may or may not be needed. For example, if your layout does not contain a Filter, then you will not need to complete step for configuring Filters and the Wizard will display this accordingly for you.

Choose the design of the widgets that will structure your data as the preview boxes show.
Choose the type of chart used to display series of data in a graphical format from the drop down menu.
Then select Configure and customize your own chart.
Repeat the two steps above as many times as you need in order to fulfill your needs.
When the configuration wizard is finished, Finish button to update the changes.

Working with a Data Source

This section is designed to help you get started with assigning a data source, and also familiarize you with other actions present in the Data Source Pane.

Assigning a Data Source

Another way to assign data inputs to your Dashboard is by using the Data Source Pane. The Analyst will accept two data source file types: Data Files (.edm) and Spreadsheet Files (.csv, .xlsx).

Assigning a Data Source

Enable the Data Source Pane from the Home tab in the ribbon.
Select the Configure button to assign a data source file to your dashboard.
Search for an allowed data source file format (.edm, .csv or .xlsx files) on your local machine.
Select the Open button in the Windows Open dialog to successfully upload the file.
Select the table from the database diagram from where you want to extract data in the Configure Data dialog.
Select Apply to save the changes.
The data source is listed in the pane as in a hierarchical tree representation and is available for further use.

Data Source Pane Options

By accessing Options button from the Data Source Pane, a drop down menu will be displayed with some available options from which you can choose:

Reload: Refresh the data source after modifications have been performed.
Select: Open another data source to be assigned for your dashboard.
Open: The data source file is opened in Modeler tool.
Delete: Remove the assigned data source from the dashboard.
Relationships: View the table relationships corresponding to your data source configurations.

Ecrion Drive

Ecrion provides the Ecrion Drive tool so any changes done to your local dashboards or to other resources, will be synchronized and ready to use within Ecrion Platform. Using Ecrion Drive, users have the possibility to open, edit or remove existing workspace files, or add new custom folders or templates using personal data. Once a new folder or file is created in Ecrion Drive, it can be added to the workspace, from which the desired outputs can be generated using the Ecrion API.

Working with the Ecrion Drive

Accessing Ecrion Drive

From Windows Taskbar

Access the Windows Taskbar menu.
Select the Ecrion Drive tool.

From Ecrion Analyst

Open the Ecrion Analyst tool and navigate to the Repository tab.
Select the Ecrion Drive tab.

Configuring Startup

Ecrion Drive is configured to automatically start whenever Windows boots. But, it also have a built-in setting that allows you to configure whether you want to start the tool with Windows or not.

To configure the Ecrion Drive startup process, you need to:

Access the Windows Taskbar and locate the Ecrion Drive tool.
Right click on the Ecrion Drive tool.
Check\Uncheck the Start with Windows option, as needed.

Connecting to Ecrion Platform

Connecting for the First Time

If it is the first time you access Ecrion Drive, to connect with the Ecrion server, you need to follow the steps below:

Access the Ecrion Drive tool and select the Connect button.
Enter the Host Name or IP Address and the Port Number of the Ecrion Enterprise component (for example, https://eos4.ecrion.com).
Provide the username and password used to login to the Ecrion Platform.
If the username and password provided are used for multiple Ecrion environments, it might be necessary to select the environment you want to connect to. If not, skip to the next step.
Choose a local folder to keep your files and folders. By default, Ecrion will store the files in C:\Users{UserName}\Documents\Ecrion\eos. Select Change Location to change the default folder.
Select Synchronize files automatically to start the automatic synchronization when log in.
When you're ready, select Finish. All your workspace folders will be visible within the Ecrion Drive interface.

Ecrion Drive displays the Workspaces data hierarchically, including Content Library, and permits files to be opened directly from the list with the corresponding tool.

Managing Accounts

Here, you can configure accounts in Ecrion Drive, either by adding a new account or changing properties within current one.

Select the Options menu, at the top-right side of the Ecrion Drive interface.
Select Accounts from the contextual menu.
Within Configure Accounts dialog, you can :
- Create new conections : Select the Add Account option to create a new connection to Ecrion Platform. Multiple connections are useful when having multiple environments within Ecrion Platform. Use the steps described above to connect to Ecrion Platform.
- Switch connections : Select the Set Active option to log in to another existing connection.
- Change existing connections configuration : Select the Configure option from the Options menu next to the connection name. Here, you can change the local folder or the way your files are synchronized : manually or automatically.
- Delete connection : Select the Delete option from the Options menu next to the connection name. You will be prompted to confirm the deletion.

Configuring Synchronization

Automatic Synchronization

Ecrion Drive provide the option to automatically keeps your documents in synch all times, no matter how often you make edits to the files.

To enable automatically synchronization:

Select the Options menu, at the top-right side of the Ecrion Drive interface.
Select Accounts from the contextual menu.
In the Configure Accounts dialog, select the account on which you want to make the changes, then select the Options menu, next to the account name.
Select Configure from the contextual menu.
Check the Synchronize files automatically option.

Manually Synchronization

If you do not want your files changes to be seen by other people right away, Ecrion Drive allows you to manually synchronize your files.

To enable manually synchronization:

Select the Options menu, at the top-right side of the Ecrion Drive interface.
Select Accounts from the contextual menu.
In the Configure Accounts dialog, select the account on which you want to make the changes, then select the Options menu, next to the account name.
Select Configure from the contextual menu.
Uncheck the Synchronize files automatically option.

Visiting the Local Folder

Select the Open Local Folder option (folder icon) at the top-right hand side of the Ecrion Drive interface.
The folder set up at connection time will be opened and it will contain environment workspaces along with all its content, based on the synchronize options defined.

Changing the Working Folder

Select the Options menu, at the top-right side of the Ecrion Drive interface.
Select Accounts from the contextual menu.
In the Configure Accounts dialog, select the account on which you want to make the changes, then select the Options menu, next to the account name.
Select Configure from the contextual menu.
In the -Edit Account_ dialog, select the Change Location hyperlink, then select a new local folder to store the server files.

Creating New Folders

If you want to quickly create a new folder directly from Ecrion Drive, you need to:

Select the Options menu at the top-right side of the Ecrion Drive interface.
Select the New Folder option from the contextual menu.
Provide a name for the folder, then click Create. It will be added in the selected workspace.

Adding Local Folders to Ecrion Platform using Ecrion Drive

Select the Options from the top-right side of the Ecrion Drive interface.
Select the Add Folder option from the contextual menu.
Browse for the local folder you might want to add to Ecrion Platform, then click Ok. The local folder will be visible in the Ecrion Drive interface and will be added to the Ecrion Platform, based on your synchronization configuration.

Switching between Workspaces

When connection to Ecrion Platform, all of the workspaces located in the selected environment will be visible within Ecrion Drive. To switch between workspaces, you need to:

Access the Ecrion Drive interface.
Select the drop down list at the top-left side.
Select the needed workspace from the list.

Managing Hidden Folders

Ecrion allows you to create and add hidden folders. These are also visible within Ecrion Drive, it can be noticed as it are greyed out.

If you do not see hidden folders within Ecrion Drive, you need to:

Access the Windows Taskbar and right click on the Ecrion Drive tool.
Check the Show hidden folders option from the contextul menu.

Just like in the Ecrion Platform, share folders are visible across multiple workspaces in Ecrion Drive tool.

To view shared folders, you need to switch between workspaces in Ecrion Drive. Shared folder can be identified through the shared icon, next to the folder name.

Understanding the Icons

When working with Ecrion Drive, there are some icons you will need to familiarize yourself with in order to fully take advantage of this functionality.

Icon	Meaning
Green Circle	The files/folders are downloaded and the latest file version is available on the local machine.
Yellow Circle	The current version of the file downloaded is not the latest version from the Ecrion Platform. You can select the "Get latest version" option to obtain access to the latest version available in Ecrion Platform.
White Circle	The files/folders are not downloaded on the local machine in the working folder and the files within cannot be accessed at the moment.
Red Check Mark	There are changes done locally and the `Check in Pending Changes` option must be used in order to update the file in the Ecrion Platform. Also, you can use the `Undo Pending Changes` option to revert the file to the latest version available in the Ecrion Platform and lose all the local changes.
Red X	This will be displayed next to files or folders that have been selected to delete. Note that you must also use the `Check in Pending Changes` option to commit the changes into the repository or the `Undo Pending Changes` option to ensure that the folder or file is not deleted.
Green +	This mark is visible when you add a file within Ecrion Drive and the synchronization is off. You can select the `Check in Pending Changes` to update the file in the Ecrion Platform. Also, you can use the `Undo Pending Changes` option to revert the file to the latest version available in the Ecrion Platform and lose all the local changes.
Shared Folders	The mark indicates that the selected folder is shared across multiple workspaces.

Document Options

Opening a Document

Before opening a document, the latest version of the project folder must be downloaded to ensure that the correct changes are applied to the files.

Within Ecrion Drive interface, use the arrows from the left side to expand and navigate to the file you want to open.
Click on the Options menu next to the file name.
Select Open and your file will be opened with the appropriate Ecrion tool.

Adding a Document

You may be working on a document that is not present in the Ecrion Platform and you must added.

Within Ecrion Drive interface, use the arrows from the left side to expand and navigate to the folder where you would like to add the file or new folder.
Click on the Options menu next from the right side.
Use the Add Folder or Add Files options to browse and add the needed document.

Removing a Document

Within Ecrion Drive interface, use the arrows from the left side to expand and navigate to folder to file you would like to remove.
Click on the Options menu from the right side.
Select the Delete option to remove the file\folder.

Checking Out a Document

The option is available only when the automatically synchronization is turned off.

From Ecrion Drive

Navigate to the needed Workspace in the Ecrion Drive.
Select the document to be edited and then choose Check Out for Edit option. You will notice that a red check mark is displayed next to the folder name.
In the newly checked out document, make all of the required changes. Then, to add the new version to Ecrion Platform, select the Check In Pending Changes.
To restore the version of the file(s) that was last checked in, select the Undo Pending Changes option. Note that all the local changes that you had made will be lost.

From Ribbon

Open the file you want to checked out in Ecrion.
Navigate to the Repository tab, in the Ribbon.
Select the Check Out button.

Checking in a Document

The option is available only when the automatically synchronization is turned off.

From Ecrion Drive

Navigate to the needed Workspace in the Ecrion Drive.
Select the document you have checked out and made edits to. It should be indicated with a red check mark next to it.
From the Options Menu, select the Check In Pending Changes option.
From the Commit Changes Dialog, add any comments needed for this new version and then select Check In button. The Keep the file checked out is useful when you haven't finished modifying the file and it will prevent other users from making changes to your file.

From the Ribbon

Open the file you want to check in within Ecrion Analyst.
Navigate to the Repository tab, in the Ribbon.
Select the Check In button. You will be prompted to confirm your selection.
From the Commit Changes Dialog, add any comments needed for this new version and then select Check In button. The Keep the file checked out is useful when you haven't finished modifying the file and it will prevent other users from making changes to your file.

Get the Latest Server Version

The option is available only when the automatically synchronization is turned off.

From Ecrion Drive

Navigate to the needed Workspace in the Ecrion Drive.
Click on Get Latest Version button from the Options Menu.
Once completed, your selected files or folders will be updated.

From the Ribbon

Open the file in Ecrion Analyst.
Navigate to the Repository tab, in the Ribbon.
Select Get Latest Version.

Undo Pending Changes

If you do not want to preserve the changes you have made to the document and wish to revert these changes, follow the instructions below. Note that the option is available only when the automatically synchronization is turned off.

From Ecrion Drive

Navigate to the needed workspace in the Ecrion Drive.
Select the document you have made the changes to, which should be indicated with a corresponding red thick mark.
From the Options Menu select the Undo Pending Changes option.
You will be prompted with a message requesting confirmation to reload and lose the changes you have made to the file(s). Select Yes to proceed with losing changes and reloading the server version. If you select No, your changes will still be present in the Analyst and stored in the local working folder.

From the Ribbon

Open the file for which you want to revert the changes in Ecrion Analyst.
Navigate to the Repository tab, in the Ribbon.
Select the Undo Changes button and the server version will be opened.

File Tab Options

Beyond simple options for creating a new dashboard, opening a previous dashboard, or saving the file, you also will be able to access the Account and Options Menu. In this section, you can learn about the options available to you within these menus.

Accessing the Account Menu allows you to access product related information, such as the specific build you are using, the date of the build, and the product key type. These information can be very important when communicating with the Ecrion Technical Support Team.

Select the File tab from the ribbon.
Select the Account tab from the Analyst Sidebar.

There are also options to install or uninstall the Product Key you are currently using for Ecrion Design tools.

Installing a Product Key

Select Install Product Key from the License Information.
Sign in to your Ecrion account, by providing username and password.
Select other login option from the More Options drop down menu.
Select a product key.
Click Install.

Uninstalling a Product Key

Select Uninstall Product Key from the License Information.
Sign in to your Ecrion account, by providing username and password.
Select other login option from the More Options drop down menu.
Select a product key.
Click Uninstall.

Accessing the Options Menu allows you to enable or disable product related settings, such as enabling/disabling logging, welcome screen or statics.

Select the File tab from the ribbon.
Select the Options tab from the Analyst Sidebar.

Logging

There are 4 logging levels:

None - no logging will occur.
Normal - Errors, warnings and information messages will be logged.
Debug - Everything will be logged.
All - Errors, warnings, information messages and various traces will be logged.

By default, the logging is disabled. To open the log file, select Open last log next to the log level drop-down.

Show the Welcome Screen when this application starts

When this option is checked, Ecrion Analyst will open a friendly and welcoming screen on every startup.

Enable sending usage statics

Enable sending usage statistics so we may better update our products.

Document Panes

There are several important panes to understand when working in the Analyst. All of these panes are accessible by simply selecting the View Tab located in the Ribbon.

Properties Pane

The Properties Pane can be used to modify the properties of any widget present in your document dashboard.

Enabling Properties Pane

To enable the Properties Pane, select the Properties pane button located in the View Tab, in the Ribbon.
Additionally, you can right click on objects in the Design Surface and select Properties, or use ALT + Enter shortcut.

Category Tabs

You can see in the Properties Pane that there are multiple menus located at the top of the page from which you can choose. Each menu possesses properties located in Groups below, depending on the property type.

Visual

Basic or essential attributes related to the appearance and design of the selected element from the Navigation Bar.

Events

Configuration properties for triggering an event.

Advanced

Advanced properties specific to the widget selected.

Navigation Bar

This is a helpful tool located at the bottom of the Properties Pane that displays selectable elements as images at the bottom of the pane. When selecting an element in the Navigation Bar you will also notice the available properties displayed that are directly related to that element.

Search Bar

One useful feature that you may wish to utilize is the Search Bar located at the bottom of the Properties Pane. You can easily find a precise property of an element if you manually type its name in the Search box.

Reporting Pane

Accessing Properties Pane

Go to View tab in the ribbon.
Select the Reporting pane button to enable it. By default, the Reporting Pane will be docked on the left side of the Design Surface, but it can be easily moved with drag and drop operations.

Add New Report

When generating reports in Analyst you should choose at least one template to be used by the dashboard.

Select the Add new report button from the Reporting Pane.
Browse the template that you want to use in the dashboard from your computer.
Select Open in the Windows Open dialog.

Reporting Pane Options

Edit

Change the current template with another template.

Remove

Delete the current template from the dashboard.

Visualization Widgets

The interactive elements in your dashboard such as charts, tables and filters are called Widgets. Widgets are categorized as either Visualization Widgets or Filter Widgets. Once you have established a connection to your data, you can now proceed with inserting different Widgets to bring your data to life in your Dashboard.

In order to display your data in powerful and meaningful ways, you will need to insert Visualization Widgets. These widgets will display tour data in the form of tables, charts, gauges, and other variations. This section of the help documentation provides assistance on how to insert and configure a Visualization Widget,

Charts

Charts display series of data in a graphical representation to make it easier to understand large quantities of information and the relationship between different series of data.

As the Chart widgets are one of the more common widget there are two ways to access this dialog.

Insert Tab

Navigate to the Insert tab in the Ribbon.
Locate the Visualization group.
Select the Chart button from the menu.

Design Surface

In the Design Surface, select the location where you would like to insert a chart widget.
Select the chart icon, form the middle of the widget location.

Why use Dynamic Series

For many of the available chart types, you will have the option to create charts with dynamic series. This useful feature is valuable if you want to create side by side or proportional comparisons visually represented in your chart but these series are defined by values in your data.

In order to understand when you may want to use this helpful feature, we'll investigate an example. Let's consider the AdventureworksSales In-Memory Database. Imagine that you want to produce a column chart with the following objectives:

You want to show each year as the category axis.
You want to show total retail sales on the value axis.
You want to show a column bar side by side for each territory value in the territory dimension.

Now, for the third objective, let's imagine the result. On the x-axis, we will have a year, say 2001. Above, we'll see a column for every territory value present (a separate series for each). This is exactly the scenario where you would use Switch to Dynamic Series, because the Analyst will create a series for each value in the Country Dimension. You can clearly notice in the Design Surface that Analyst dynamically creates a series for every value in the "country" dimension.

Column Charts

Column charts are useful for comparing data points in one or more data series. For this chart type you will have the option to configure a static or dynamic series chart.

Column Chart with Static Series

Select a widget location in the Design Surface.
Select the Column Chart style from the Charts menu.
In the Insert Chart dialog, you will now need to proceed with your Series configuration:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis (X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Once you have set up all the necessary series and filters, select Insert and the Chart will be inserted in to the Design Surface.

Column Chart with Dynamic Series

Select a widget location in the Design Surface.
Select the Column Chart style from the Charts menu.
In the Insert Chart dialog, select Switch to Dynamic Series. Note that you will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.
Next, proceed with chart configuration:
- Select the dimension whose values will be used to create the series dynamically, in the Series drop-down.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the Design Surface.

Pie Chart

A Pie Chart is a circular statistical graphic which is divided into slices to illustrate numerical proportion. In a Pie Chart, the arc length of each slice, is proportional to the quantity it represents. Pie charts are a popular way to show how much individual amounts such as quarterly sales figure, contribute to a total amount such as annual sales.

Select a widget location in the Design Surface.
Select the Pie Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the Field which you would like to use for the Labels of the Pie Chart from the drop down list. Labels make the chart easier to understand, as it shows details about a data series or its individual data points.
- Select the Field which you would like to use for the Value of the Pie Chart from the available options in the drop down list. It represents the actual value used to drive the chart.
- You can change the function of the Value Axis by selecting the Summation button from the drop down list of the available function types.
Once you have set up the Pie Chart Series, select Insert and the chart will be inserted into the Design Surface.

Configure a Bar Chart

Horizontal Bar Charts can be useful for comparing data points in one or more series. Displaying grouped comparisons horizontally can add an effective visual representation of data comparisons. For this chart type you will have the option to configure a static or dynamic series chart.

Bar Chart with Static Series

Select a widget location in the Design Surface.
Select the Bar Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Select the Remove (X) button for deletion, located next to the series parameters, if needed.
Once you have set up the Bar Chart Series, select Insert and the chart will be inserted into the Design Surface.

Bar Chart with Dynamic Series

Follow the steps below to configure a Bar Chart with dynamic series.

Select a widget location in the Design Surface.
Select the Bar Chart style from the Charts menu.
In the Insert Chart dialog, select Switch to Dynamic Series. Note that you will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.
Next, proceed with chart configuration:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the dimension whose values will be used to create the series dynamically, in the Series drop-down.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the Design Surface.

Line Charts

A Line Chart is a chart that displays a series of data points which are connected by straight line segments. These charts are useful for examining trends among data and also displaying comparisons of trends over different data groups. For this chart type you will have the option to configure a static or dynamic series chart.

Line Chart with Static Series

Select a widget location in the Design Surface.
Select the Line Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Select the Remove (X) button for deletion, located next to the series parameters, if needed.
Once you have set up the Line Chart Series, select Insert and the chart will be inserted into the Design Surface.

Line Chart with Dynamic Series

Follow the steps below to configure a Line Chart with dynamic series.

Select a widget location in the Design Surface.
Select the Line Chart style from the Charts menu.
In the Insert Chart dialog, select Switch to Dynamic Series. Note that you will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.
Next, proceed with chart configuration:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the dimension whose values will be used to create the series dynamically, in the Series drop-down.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the Design Surface.

Scatter Charts

A Scatter Chart may sometimes also be referred to as a Scatter Plot. This chart type is incredibly useful for visually investigating trends and relationships among two variables in your data. For this chart type you will have the option to configure a static or dynamic series chart.

Scatter Chart with Static Series

Select a widget location in the Design Surface.
Select the Scatter Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- If needed change the function of the Category Axis by selecting the Summation button.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Select the Remove (X) button for deletion, located next to the series parameters, if needed.
Once you have set up the Scatter Chart Series, select Insert and the chart will be inserted into the Design Surface.

Scatter Chart with Dynamic Series

Follow the steps below to configure a Scatter Chart with dynamic series.

Select a widget location in the Design Surface.
Select the Scatter Chart style from the Charts menu.
In the Insert Chart dialog, select Switch to Dynamic Series. Note that you will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.
Next, proceed with chart configuration:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the dimension whose values will be used to create the series dynamically, in the Series drop-down.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the Design Surface.

Bubble Charts

Bubble Charts are powerful chart widgets that allow you to display data points in a similar fashion as a Bubble Chart. However, these charts also provide the ability to display a fourth measure visually for size. Not only will a point in your chart represent a value placed in relation to two driving variables, the actual size of the bubble will be a reflection of a measure of your choosing. For this chart type you will have the option to configure a static or dynamic series chart.

Bubble Chart with Static Series

Select a widget location in the Design Surface.
Select the Bubble Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- If needed change the function of the Category Axis by selecting the Summation button.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
- Select the Field that you would like to determine the Size of the bubbles in the chart.
- If needed change the function of the Size by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Select the Remove (X) button for deletion, located next to the series parameters, if needed.
Once you have set up the Bubble Chart Series, select Insert and the chart will be inserted into the Design Surface.

Bubble Chart with Dynamic Series

Follow the steps below to configure a Bubble Chart with dynamic series.

Select a widget location in the Design Surface.
Select the Bubble Chart style from the Charts menu.
In the Insert Chart dialog, select Switch to Dynamic Series. Note that you will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.
Next, proceed with chart configuration:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the dimension whose values will be used to create the series dynamically, in the Series drop-down.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
- Select the Field that you would like to determine the Size of the bubbles in the chart.
- If needed change the function of the Size by selecting the Summation button.
Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the Design Surface.

Funnel Charts

A Funnel Chart displays values as progressively decreasing proportions amounting to 100 percent in total. The size of the area is determined by the series value as a percentage of the total of all values. Any Funnel consists of the higher part called head (or base) and the lower part referred to as neck.

Select a Widget location in the Design Surface.
Select the Funnel Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the Field which you would like to use for the Labels of the Pie Chart from the drop down list. Labels make the chart easier to understand, as it shows details about a data series or its individual data points.
- Select the Field which you would like to use for the Value of the Pie Chart from the available options in the drop down list. It represents the actual value used to drive the chart.
- You can change the function of the Value Axis by selecting the Summation button from the drop down list of the available function types.
Once you have set up the Funnel Chart Series, select Insert and the chart will be inserted into the Design Surface.

Mixed Charts

To emphasize different kinds of information in a chart, you can combine two or more charts. For example, you can combine a line chart that shows price data with a column chart that shows sales volumes.

Select a Widget location in the Design Surface.
Select the Mixed Chart style from the Charts menu.
In the Insert Chart dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Provide a relevant name for the current Series.
- Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.
- Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.
- If needed change the function of the Value Axis by selecting the Summation button.
Select Add series and use information from the step 3 to create as many series as you need for the chart you are creating.
Once you have set up the Mixed Chart Series, select Insert and the chart will be inserted into the Design Surface.

Chart Properties

This section will highlight the visual properties which you are able to customize for your inserted chart.

Changing Chart Fonts

Right click on the Chart Widget in the Design Surface.
Select the Properties option from the contextual menu to open the Properties Pane.
Make sure to select a Chart target object (ex. column chart) in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Chart Widget is the ability to clear the formatting of the whole Chart object. Simply select the Clear formatting button and the Chart Widget will reload to its original format when it was first inserted into the Design Surface.

Adding Chart Borders

Right click on the Chart Widget in the Design Surface.
Select the Properties option from the contextual menu to open the Properties Pane.
Make sure to select a Chart target object (ex. column chart) in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Editing Chart Data

As you are working with your charts in your dashboard, you may decided that you would like to edit the configurations of the chart itself.

Right click on the Chart Widget in the Design Surface.
Select the Edit option from the contextual menu.
Perform editing operations in the Edit Chart dialog and then select the Save button to update the changes.

Editing Chart Axis

When working with charts possessing Value and Category Axis, there are a few options available to you to modify. To edit your axis, follow the steps provided below.

Right click on the Chart Widget in the Design Surface.
Select the Properties option from the contextual menu to open the Properties Pane.
Make sure to select the axis target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Firstly, select which axis you would like to change properties of, from the two options in the drop down menu: Vertical(Category) Axis or Horizontal(Value) Axis.
For each axis, you will have the possibility to configure the following:
- Caption: the caption works as a title for the chart axis, it occupies a very prominent place in the chart and provides meta information to make the chart much easier to comprehend by the users.
- Visibility: when the property is toggled on,the text values will be represented below the selected axis in the output. The Value Rotative Angle option allows you to rotate the text values.
- Format: select Edit to access the Formatting dialog that helps you create complex variations in outputs.

Note

As a Pie Chart does not have axes, this target object will not be available for that chart type.

Series Options

Depending on the type of chart you have selected there may be slightly different options for you to select from for the series of your chart.

Pie Chart Series

Right click on the Pie Chart Widget in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the series target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Firstly, select which series you would like to change properties of, from the drop down menu.
Apply formatting to Series labels, tooltip and Visual properties according to your needs. For more formatting predefined options or customized formats, select the Edit button.

Bubble & Scatter Series

The series options for both a Scatter or Bubble chart are the same. You will have the ability to edit the color independently for different series.

Right click on the Bubble or Scatter Chart Widget in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the series target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Firstly, select which series you would like to change properties of, from the drop down menu.
You can select the color you would like to represent one of the existing series in the same chart to distinguish them. You will be able to select from one of the predefined colors or create your own to meet your needs.
After finishing series configurations, hit enter to update the change in the Design Surface also.

Line, Column, Bar & Mixed Series

The Line, Column, Bar or Mixed Series chart types have the same configuration options in the series target object of the Navigation Bar.

Right click on one of the available Chart Widgets types mentioned above in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the series target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Firstly, select which series you would like to change properties of, from the drop down menu if they are many.
Apply formatting to Series Labels, tooltip and Visual properties according to your needs. For more formatting predefined options or customized formats, select the Edit button.

Displaying a Scroll Bar

By default, the BI Analyst tool does not display a scrollbar for any chart widget that is inserted. However, if you wish to have a scroll bar displayed on you chart follow these steps.

Right click on one of the available Chart Widgets types, except Pie Chart, in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the scroll-bar target object in the Navigation Bar to filter your results related to the selected element.
Enable the Display scrollbar option.
Select for which series you would like to enable the scroll bar and select the height of it.

Note

As a Pie Chart does not have axes, this target object will not be available for that chart type.

Displaying Chart Legend

In the BI Analyst every chart will, by default, have a legend to display helpful information describing the data presented in your chart. You have several options when it comes to configuring the legend to meet your specific needs.

Right click on a Chart Widget in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the legend target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable the Display Legend option.
Adjust Legend features regarding Visual, Border and Size & Alignment related properties according to your needs.

Adding a Chart Caption

When you are first working with your chart you are able to add a caption. However, if you did not add one at that stage, or want to make edits to it, you have the following options in the Properties Pane.

Right click on a Chart Widget in the Design Surface.
Select the Properties option from the contextual menu.
Make sure to select the caption target object in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable the Display Caption option.
Adjust Caption features regarding Visual, Border and Title related properties according to your needs.

Map Charts

Map Charts can be used in order to represent information in an interactive, geographical representation.

Follow the steps below to learn how to set up and insert a Map Chart into your dashboard.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Map Chart button from the menu.
Choose a style of the Map Chart that best suits your needs, from the contextual menu.
In the Insert Map Chart dialog, you will need to configure the following:
- Select the Source of the Database from where the values will be retrieved.
- Customize the data to be displayed in the current chart by selecting the Map type.
- Select the Regions that will be highlighted in your map from the list of available fields in your database.
- Select the Value that you would like to have your Map show per region.
- You can change the function of the Value by selecting the Summation button from the drop down list of the available function types.
Once you have set up the Map Chart, select Insert and the map will be inserted into the Design Surface.

Map Chart Properties

This section will highlight the properties which you are able to customize for your inserted Map Chart.

Map Chart Formatting

Right click on the Map Chart Widget in the Design Surface.
Select the Properties option from the contextual menu, to open the Properties Pane.
Make sure to select a Map Chart target object (ex. map chart) in the Navigation Bar to filter your results related to the selected element.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.
- You are easily able to change the background color of your Map Chart. An important option that you will have when working with the settings of your Map Chart Widget is the ability to clear the formatting of the whole Map Chart object. Simply select the Clear formatting button and the Map Chart Widget will reload to its original format when it was first inserted into the Design Surface.
- You can customize border settings by selecting the color you would like the border to be. When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.
- You may decide to edit the configurations of the Map Chart itself.
  1. Right click on the Map Chart in the Design Surface.
  2. Select the Edit option from the contextual menu.
  3. Configure data in the Edit Map Chart dialog according to your needs.
  4. After finishing, select Save to update the changes.
- By default there will be a small map that is placed in the top right corner of each Map Chart that is inserted. This map is helpful to show where on the full map you are as your dashboard user interacts with the Map Chart.
  1. Select a Small Map target object (ex. small map) in the Navigation Bar to filter your results related to the selected element.
  2. Enable/Disable the Display Small Map check box if you want the element to be shown or not.
- By default each Map will have a zoom option to allow your user to zoom in and out of the Map Chart to gain a better understanding of the data presented.
  1. Select a Map Zoom target object (ex. map zoom control) in the Navigation Bar to filter your results related to the selected element.
  2. Enable/Disable the Display Zoom Control check box if you want the element to be shown or not.
- When you are first working with your Map Chart you are able to add a caption. However, if you did not add one at that stage, or want to make edits to it, you can do this in the Properties Pane.
  1. Select the Caption target object in the Navigation Bar.
  2. To hide/show the Map Chart's Caption just enable/disable the Display Caption option.
  3. Perform formatting operations regarding fonts, borders and title elements of the Caption target object according to your needs.

Tables

Tables are used to structure information in a row and column format that provides advanced display of data points. The ability to customize columns to display desired data, filter, and sort the results, are all key reasons for including tables in your dashboard.

Follow the steps below to learn how to set up and insert a Table into your dashboard.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Table button from the menu.
In the Insert Table dialog, you will need to configure the following:
- Select the Add column button to create a new column in Table Widget.
- Select the Field you would like to populate the column from the drop-down list.
- By default, the column will take the name of the dynamic field you have just added, by you can click the Name box and change the name for your column.
- You can change the function of the Field by selecting the Summation button from the drop down list of the available function types.
Add as many columns as you need and then select Insert to successfully add the Table into the Design Surface.

Table Properties

This section will highlight the properties which you are able to customize for your inserted Table.

Changing Table Fonts

Follow the steps below to learn about the different options available for Table fonts.

Select a Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu, to open the Properties Pane.
Go to Navigation Bar under Properties Pane and select the table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Table Widget is the ability to clear the formatting of the whole Table. Simply select the Clear formatting button and the Table will reload to its original format when it was first inserted into the Design Surface.

Adding Table Borders

Go through the steps below to learn how to add a border to your Table Widget.

Select a Table from your Design Surface and right click on it.
Select Properties from the contextual menu, to open the Properties Pane.
Go to Navigation Bar under Properties Pane and select the table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Editing Table Data

As you are working with your Table in your dashboard, you may decided that you would like to edit the configurations of the Table itself. In the following steps you will learn how to edit the data in a Table after inserting the widget.

Select the Table that you want to edit in the Design Surface.
Navigate to the Design contextual tab in the ribbon and select the Edit Column button or right click on the table Widget and select Edit.
Edit Table dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the Column Data editing, select Save to update the changes in the Design Surface.

Adding Conditional Formatting

You are able to add conditional formatting to your table to change the background color or a cell, text color and more.

Select the Table in the Design Surface that you want to configure Conditional Formatting for.
Navigate to the Design contextual tab in the ribbon.
Select the Conditional Formatting button from the Properties group.
Firstly, select the Add column button in the Conditional Formatting dialog.
Select which column you would like to work with from the drop down menu.
Go to Range tab and double click on the Range bar to add a new range value.
Adjust the Range you would like to apply the formatting to by either dragging the range, or by typing in value in the value field.
Add a Caption for this range where is the Default placeholder. This caption will appear in the Legend added to your table.
Select the conditional format you would like to add to this range: background color, font color or bold font.
Repeat the steps (5-9) to add formats for different columns or additional formation to the same column.
Go to Value tab and select the Add value button.
Add a label for the value and this will appear in the Legend section.
Select the condition type from Greater than, Less Than, or Equal to and value you want to use.
Select the conditional format you would like to add to this value: background color, font color or bold font.
Repeat the steps (12-15) to add formats for different values.
After the Conditional Formatting is finished, select Save to update the changes.

Adding Table Header

The Analyst will automatically create a header row with the column names for every table that is created.

Select a Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the header element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable the Display Header option to show the table header.
Customize the Header font and cell formatting according to your needs.

Pivot Tables

Pivot Tables are a type of Visualization Widget used for summarizing, structuring, and displaying large amounts of data. These useful Tables allow viewers to interact with the provided data to display targeted information.

Pivot Tables can be an excellent way to provide the ability to easily expand and collapse data to display information that is relative to their needs. They are useful for grouping based on shared data points and also for summarizing within these groups. To configure a Pivot Table follow the steps below.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Pivot Table button from the menu.
In the Pivot Table dialog, you will need to provide the following information:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the Add Data button, from which you can:
  - Add Row Group Data to add a new grouped row.
  - Add Table Value to add a table value column and configure as you did for row groups above.
- For each type of data, you will need to provide a relevant name and select the Field you would like to populate the row from the drop down list.
- Repeat these steps until you have added all of the grouped rows you need for your Pivot Table.
Once you have configured the Pivot Table, select Insert to add the Pivot Table in the Design Surface.

Pivot Table Properties

This section will highlight the properties which you are able to customize for your inserted Pivot Table.

Changing Pivot Table Fonts

Follow the steps below to learn about the different options available for Pivot Table fonts.

Select a Pivot Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu to open the Properties Pane.
Go to Navigation Bar under Properties Pane and select the pivot table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Pivot Table Widget is the ability to clear the formatting of the whole Pivot Table. Simply select the Clear formatting button and the Pivot Table will reload to its original format when it was first inserted into the Design Surface.

Adding Pivot Table Borders

Go through the steps below to learn how to add a border to your Pivot Table Widget.

Select a Pivot Table from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the pivot table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Editing Pivot Table Data

As you are working with your Pivot Table in your dashboard, you may decided that you would like to edit the configurations of the Pivot Table itself. In the following steps you will learn how to edit the data in a Pivot Table after inserting the widget.

Select the Pivot Table that you want to edit in the Design Surface.
Navigate to the Design contextual tab in the ribbon and select the Edit Columns button or right click on the Pivot Table Widget and select Edit.
Edit Pivot Table Data dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the data editing, select Save to update the changes in the Design Surface.

Expand/Collapse Row Groups

For each Row Group you have, you will be able to select if you would like your dashboard user to have the ability to expand/collapse the selected group.

Select a Pivot Table from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the row groups element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable/Disable the Expand Column checkbox to expand/collapse the column in a Pivot Table.

Note

This option will not be presented on your Pivot Table in the design surface. In order to view the this, you will need to preview your dashboard.

Adding Pivot Table Header

The BI Analyst will automatically create a header row with the column names for every pivot table that is created.

Select a Pivot Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the header element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable the Display Header option to show the pivot table header.
Customize the Header font and cell formatting according to your needs.

Cross Tables

A Cross Table is the ideal way to compare series of data in a side by side format. Such tables can display data in a side-by-side manner, for comparison purposes and can be used for valuable metric comparisons such as investigating trends and interrelation analysis.

Cross Tables are powerful table structures to investigate the correlation trends among data points as well as providing a visual manner to compare data side by side. To configure a Cross Table follow the steps below.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Cross Table button from the menu.
In the Cross Table dialog, you will need to configure the following:
- As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the Add Data button, then Add Row Group to add a new grouped row. You will need to provide a relevant name and select the Field you would like to populate the row from the drop down list.
- Repeat the step for the Add Column Group to add a new grouped column. When added, a row group will vertically group the selected field.
- Select the Add Data button and then Add Table Value to add a new value. The table value should be the value or values that you wish your table to compare. Provide a name and select the Field you would like to compare.
Once you have configured the Cross Table, select Insert to add the Cross Table in the Design Surface.

Cross Table Properties

This section will highlight the properties which you are able to customize for your inserted Cross Table.

Changing Cross Table Fonts

Follow the steps below to learn about the different options available for Cross Table fonts.

Select a Cross Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu to open the Properties Pane.
Go to Navigation Bar under Properties Pane and select the cross table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Cross Table Widget is the ability to clear the formatting of the whole Cross Table. Simply select the Clear formatting button and the Cross Table will reload to its original format when it was first inserted into the Design Surface.

Adding Cross Table Borders

Go through the steps below to learn how to add a border to your Cross Table Widget.

Select a Cross Table from your Design Surface and right click on it.
Select Properties from the contextual menu to open the Properties Pane.
Go to Navigation Bar under Properties Pane and select the cross table element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Editing Cross Table Data

As you are working with your Cross Table in your dashboard, you may decided that you would like to edit the configurations of the Cross Table itself. In the following steps you will learn how to edit the data in a Cross Table after inserting the widget.

Select the Cross Table that you want to edit in the Design Surface.
Navigate to the Design contextual tab in the ribbon and select the Edit Column button or right click on the Cross Table Widget and select Edit.
Edit Table dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the data editing, select Save to update the changes in the Design Surface.

Adding Conditional Formatting

You are able to add conditional formatting to your cross table to change the background color or a cell, text color and more.

Select the Cross Table in the Design Surface that you want to configure Conditional Formatting for.
Navigate to the Design contextual tab in the ribbon.
Select the Conditional Formatting button from the Properties group.
Firstly, select the Add column button in the Conditional Formatting dialog.
Select which column you would like to work with from the drop down menu.
Go to Range tab and double click on the Range bar to add a new range value.
Adjust the Range you would like to apply the formatting to by either dragging the range, or by typing in the value field.
Add a Caption for this range where is the Default placeholder. This caption will appear in the Legend added to your cross table.
Select the conditional format you would like to add to this range: background color, font color or bold font.
Repeat the steps (5-9) to add formats for different columns or additional formation to the same column.
Go to Value tab and select the Add value button.
Add a label for the value and this will appear in the Legend section.
Select the condition type from Greater than, Less Than, or Equal to and value you want to use.
Select the conditional format you would like to add to this value: background color, font color or bold font.
Repeat the steps (12-15) to add formats for different values.
After the Conditional Formatting is finished, select Save to update the changes.

Adding Cross Table Header

The BI Analyst will automatically create a header row with the column names for every cross table that is created.

Select a Cross Table Widget from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the header element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable the Display Header option to show the cross table header.
Customize the Header's font and cell formatting according to your needs.

Gauges

Gauges are visual instruments that can be used to determine, estimate or evaluate your data.

Follow the steps below to learn how to set up and insert a Gauge into your dashboard.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Gauge button from the menu.
Choose a style of the Gauge that best suits your needs.
In the Insert Gauge dialog, you will need to configure the following:
- Select the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the Value field to be that your Gauge will represent from the data source.
- You can change the function of the Value by selecting the Summation button from the drop down list of the available function types.
- Set the Min and Max values for the Range of your Gauge.
- Select the number of Major Ticks you would like to have in your Gauge. Major Ticks refer to how many data points will be shown on the Gauge.
- Double click in the Segment rectangle to add a new Segment Point. These can be used to mark meaningful ranges on your gauge, you can set as many segments as you need, or you can leave them out all together.
- When you add a new segment, the Analyst will assign a color automatically. Select Change the background color to choose a new color.
- You can change the function of the Value by selecting the Summation button from the drop down list of the available function types.
Once you have configured the Gauge, select Insert to add the Gauge in the Design Surface.

Gauge Properties

This section will highlight the properties which you are able to customize for your inserted Gauge.

Changing Gauge Fonts

Follow the steps below to learn about the different options available for Gauge fonts.

Select a Gauge Widget from your Design Surface and right click on it.
Select Properties from the contextual menu to open Properties Pane.
Go to Navigation Bar under Properties Pane and select the gauge element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Gauge Widget is the ability to clear the formatting of the whole Gauge. Simply select the Clear formatting button and the Gauge will reload to its original format when it was first inserted into the Design Surface.

Editing Gauge Data

As you are working with your Gauge in your dashboard, you may decide that you would like to edit the configurations of the Gauge itself. In the following steps you will learn how to edit the data in a Gauge after inserting the widget.

Select the Gauge that you want to edit in the Design Surface.
Navigate to the Design contextual tab in the ribbon and select the Edit Data button or right click on the Gauge Widget and select Edit.
Edit Gauge dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the data editing, select Save to update the changes in the Design Surface.

Custom Widgets

Custom Widgets can be used to add indicators to your dashboard that will update based on filter selections. The Analyst tool has four custom widgets that come with the software.

Arrow

This widget is used to see the evolution of a dimension over a period of time, for example the number of customers between two years.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Custom Widget button from the menu.
Choose the Arrow widget option from the drop down menu.
In the Insert Custom Widget dialog, you will need to configure the following:
- Click inside the Arrow Box to navigate the file system and select the Arrow.def file.
- Select the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the field to be used for the Reference Value. You can change the function of the reference value by selecting the Summation button from the drop down list of the available function types.
- Select the New Value field. You can change the function of the new value by selecting the Summation button from the drop down list of the available function types.
- In this case, the widget will show an arrow that displays a percentage that change between two values. Percentange change form one value to another value(reference value) is determined by dividing the difference of the two values by the reference value.
Once you have configured your Arrow, select Insert to add the Arrow Widget in the Design Surface.

Male Female Infographic

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Custom Widget button from the menu.
Choose the Male Female Infographic widget option.
In the Insert Custom Widget dialog, you will need to configure the following:
- Click inside the Widget Box to navigate the file system and select the MaleFemale.def file.
- Select the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the field to be used for the Female Expression. You can change the function of the input value by selecting the Summation button from the drop down list of the available function types.
- Select the field to be used for the Male Expression. You can change the function of the input value by selecting the Summation button from the drop down list of the available function types.
- Choose the Foreground Fill Color and Background Fill Color of the Infographic widget.
- Enable the Display Labels checkbox if you want to see percentage labels next to the widget.
- Select a color for the Labels from the color picker.
- Choose the Animation Duration in milliseconds.
Once you have configured your Custom Widget, select Insert to add the Male-Female Custom Widget in the Design Surface.

Label

The Label Widget will show an expression result based on filter widgets in your dashboard.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Custom Widget button from the menu.
Choose the Label widget option.
In the Insert Custom Widget dialog, you will need to configure the following:
- Click inside the Widget Box to navigate the file system and select the Label.def file.
- Select the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the field to be used for the Input expression. You can change the function of the Input value by selecting the Summation button from the drop down list of the available function types.
Once you have configured your Custom Widget, select Insert to add the Label Custom Widget in the Design Surface.

Warning Triangle

The Warning Triangle is used to see the evolution of an element between some thresholds you define.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Custom Widget button from the menu.
Choose the Warning Triangle widget option.
In the Insert Custom Widget dialog, you will need to configure the following:
- Click inside the Widget Box to navigate the file system and select the WarningTriangle.def file.
- Select the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
- Select the field to be used for the Input expression. You can change the function of the Input value by selecting the Summation button from the drop down list of the available function types.
- Add a value for the medium warning level of the triangle.
- Add a value for the high warning level of the triangle.
Once you have configured your Custom Widget, select Insert to add the Warning Triangle in the Design Surface.

Note

You can also import a custom widget definition from your computer by selecting `Create Custom Widget` option under the Custom Widget dropdown menu.

Text

Text widget enable you write a small amount of text for inclusion in a dashboard. Such text is helpful when trying to add title, notes, or mark different parts of a dashboard. Text widgets can be useful to highlight specific parts of your dashboards, to add titles or position notes over other dashboard widgets.

Follow the steps below to learn how to set up and insert a Text into your dashboard.

Navigate to the Insert tab in the ribbon.
Locate the Visualization group.
Select the Text button from the menu.
In the Text dialog, you will need to add the following:
- Enter the text you would like to add to your dashboard in the Text Box.
- You can clear all the text at any point by simply selecting the Clear Text button.
- Also, there is the option on inserting HTML directly into your dashboard by toggling the option on or off.
Once you have configured your Text to meet your needs, select Insert to add your widget in the Design Surface.

Widgets Customization

Sort

The Sort feature can be a useful addition to your Widget when you are looking to sort your included output data based upon a specified sort rule. In this section, you can find helpful information on inserting and configuring a Sort Command in your Dashboard to meet your sorting needs. Note that the Sorting command is available only for Table types of widgets within the dashboard.

Sort option help you select how the data should be sorted, but the option is available only for Table types of widgets within the dashboard.

Configuring Sort

Select Home tab from the ribbon.
Make sure you select a table widget in the Design Surface.
Select Sort in the Sort & Filter group.
Select the option that suit your needs from the drop down menu, in both sections:
- In the first section, select the order you want to sort the elements in the table, Ascending or Descending.
- In the second section, select the dimension based on which the selected order will be applied.
You will notice the changes in the Design Surface.

Filter

The Edit Filters window will show any filters that have been configured for the selected widget. However, if there have not been any filters configured yet this will be empty. To configure a new filter follow the steps below.

Configuring Filter

Select Home tab from the ribbon.
Make sure you select a widget in the Design Surface.
Select the Filter button in the Sort & Filter group.
Choose the dimension you would like to apply this filter to from the drop down list provided. You can select a field that is represented in your widget or any field that is in your data source.
If you select a field that is not represented in your widget you will only have the option to limit the resulting values.
- Select the Filter Resulting Values button.
- Select the Function for conditional testing from the dropdown list.
- Select Values to test the function's output.
- Enable the Show other values grouped checkbox to display only the values that are not within expected output. Optionally, you can provide a name of the Others values.
If you select a field that is represented in your widget you will have the option to limit the resulting values and/or filter the input values.
- Select the Filter Input Values button.
- Choose the field for which you want to test the function.
- Select the Function for conditional testing from the dropdown list.
- Select Values to test the function's output.
Select Save to update the changes.

Switch Display

Switch Display option allows users to display data using another type of widget. The option is not available for all types of widgets within a Dashboard. In Ecrion, you can switch a Table Widget to a Chart or Pivot Table Widget and backwards.

Configuring Switch To

Select Home tab from the ribbon.
Make sure you select an applicable widget in the Design Surface.
Select the Switch to button under the Display group.
Choose an option from the available display modes in the dropdown list that satisfies your needs.
You will notice the changes in the Design Surface.

When inserting Widgets and other objects into your dashboards, you are meeting the needs of your users by showing powerful visual representations of the data that is driving each Widget. However, it is important to remember that all of your dashboard objects can be related in some capacity and when your dashboard users interact with one Widget, you may want this to be visually marked in another widget or even filter other widgets in the dashboard to only display the content related to the selected item.

Configuring Marking

Select Home tab from the ribbon.
Make sure you select a widget in the Design Surface.
Select the Marking button under the Display group.
Choose a marking group to which the select widget will belong from the 5 options: Blue, Green, Pink, Violet or None.
If you have selected the widget to be included in one of the 4 colored marking groups, you will now need to select the type of shading you would like the marking to be shown as in your dashboard, either solid colors or bushing.
Select the Save button to update the changes.

Let's take a closer look at an example to demonstrate marking a bit better. We'll use the Opportunities.bid dashboard design sample that comes with the installation of the Analyst. You can follow along with this pre-configured dashboard to assist.

In this example, the following widgets have the same marking group, Green Marking Group : Historical Performance, Opportunities By Product Family and Opportunity Details.

When any of these widgets are interacted with by your dashboard user, all the other widgets will mark the relevant information. Lets say that we would like to see our of all of break down of information relevant to the opportunities from 2012. When selecting the 2012 Year in the Historical Performance widget, you will notice that all the corresponding information has been marked with Green in the Opportunities By Product Family and Opportunity Details widget. The same will happen for each user selection.

Filter By Marking

You can use Filter By Marking to show the content of a table or chart based on the selections made in the dashboard. By default this is not enabled for any widget. To configure Filter by Marking for your inserted widgets you will need to follow the steps below.

Configuring Filter By

Select Home tab from the ribbon.
Make sure you select a widget in the Design Surface.
Select the Filter By button under the Display group.
Choose if you would like to filter the selected widget by Global Filters and or by Page Filters.
Select which marking groups you would like to have the widget effected by.
Decide if you would like to have the data filtered by any or all of the markings.
Select if the widget is required to display data or if the widget can be empty until a marking is selected.
Select Save to update the changes.

Let's take a closer look at an example to demonstrate filter by marking a bit better. We'll again use the Opportunities.bid dashboard design sample that comes with the installation of the Analyst. You can follow along with this pre-configured dashboard to assist.

You will notice that we have a table widget called All Opportunities. After the Filter By Marking has been applied, this table will be filtered completely based on the selections made by your users in the dashboard and will provide the detailed opportunities information related specifically to the selected data.

Responsive Design

You have the possibility to set up different behavior for each type of devices (Phone, Tablet, PC or TV).

Accessing Responsive Design

Select Home tab from the ribbon.
Make sure you select a table widget in the Design Surface.
Select the Responsive Design button under the Display group.
Firstly, select the layout of the device that you want to configure.
Choose the behavior from the available options.
Select Apply to save the changes.

Drill Down

Drill Down Widgets

Inserting drill down widgets you can create links between multiple widgets to move from summary information to more detailed data, by focusing on something.

Configuring Drill Down Widget

Select the Home tab from the ribbon.
Make sure you select a widget in the Design Surface.
Select the Create Drill Down Widget button under the Drill Down group.
Select the type of widget that you want to link to the selected one from the contextual menu.
After configuring the chart according to your needs, select Insert to create the Drill Down widget.
Notice that in the Design Surface you will not see any change.
Go to Preview mode and right click on the widget to which you have linked the drill down object.
Select the Drill down option from the contextual menu to see the updates. You can select Drill up option to reverse the action.

Filter Widgets

Filter Widgets are interactive elements in a dashboard used to refine data sets to targeted subsets. These useful filtering tools command the Visualization Widgets in a dashboard to display the desired subset.

Data List Filter

Data List Widgets filter the visualization widgets in your dashboard by selecting values from a provided list. A List Widget allows the capability for dashboard viewers to easily select values from a given list. List filters are useful for providing a simple list of available values for dashboard viewers to easily select for inclusion in the other widgets. Such filters allow instant customization of data based on the analysis requirements, such as: age, gender, region, product groups, etc.

Navigate to the Insert tab in the ribbon.
Select the Data List button from the Filter group.
If your dashboard has no data source assigned, you will be prompted to assign one.
In the Insert List Dialog, you will need to provide the following:
- Provide a Caption for your data that will populate the list in the Insert List dialog. Otherwise, the Caption will be replaced by the field's name in the data source.
- Select the Field in the data source where you want to retrieve values from.
- Select the initial value for your data list widget.
- Toggle on or off the Allow multiple selection option to permit the user to make more than one selection from the filter list if needed.
Once you have configured your Data List to meet your needs, select Insert to add your widget to the Design Surface.

Data List Visual Properties

This section will highlight the properties which you are able to customize for your inserted Data List.

Changing List Fonts

Follow the steps below to learn about the different options available for List fonts.

Select a data list from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the list-box element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Data List Widget is the ability to clear the formatting of the whole Data List. Simply select the Clear formatting button and the Data List will reload to its original format when it was first inserted into the Design Surface.

Adding List Borders

Go through the steps below to learn how to add a border to your Data List Widget.

Select a data list from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the list-box element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Adjusting the Layout

Learn how to modify the layout of the Data List Filter by following the steps below.

Select a data list from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the list-box element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Layout formatting can be performed from Visual tab by simply selecting the number of columns in which you want your data to be structured and the column width.
Enable Is Multiline option if you want the column to have multiple lines.
Toggle on or off the Search Visibility option to allow the users search for the option that they need in the Data List Filter.

List Colors

Learn how to customize different color options for the List Filter following the steps below.

Select a data list from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the list-box element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Color formatting can be performed from Visual tab by simply selecting the colors to be used as the background and foreground of the selection when the mouse hovers over an option.

Caption

When you are first working with your Data List you are able to add a caption. However, if you did not add one at that stage or want to make edits to it, you have some options in the Properties Pane.

Select a data list from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the caption element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable or disable the Display Caption option to activate/hide the Caption section for the selected Widget.
You can customize the List caption to meet your needs by modifying font options, border settings or caption editing, independently of the entire Data List element.
You can also enable Show context menu option, if you want to insert a context menu within the Caption section.

The Context Menu will allow your users to be able to export the selected Data List Widget to a variety of outputs directly from the dashboard. Also this menu will offer the user the possibility to hide or show the legend of the Data List from the dashboard itself.

Data List Data Properties

The Data List Data Properties are located in a centralized Tab in the Analyst tool, the contextual Format tab. This tab is used for customizing the data for a Filter Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Data List.

Editing List Data

In the following steps you will learn how to edit the data in a List after inserting the widget. As you are working with your Data List in your dashboard, you may decided that you would like to edit the configurations of the Data List itself.

Select the Data List that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and select the Edit Data button.
Edit List dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the Data List editing, select Save to update the changes in the Design Surface.

Formatting List Values

You will have the opportunity to change the format of the values in the Data List from the Format tab. By default all values will use the generic format, but you may wish to make this more specific.

Select the Data List that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and choose the formatting options. Select from the available formats how you want the values to be displayed: as a percentage, as currency or as date format.
Notice that the changes are automatically applied into the Design Surface.

Drop Down Filter

Drop Down Widgets filter the visualization widgets in your dashboard by selecting values from a provided drop down style list.

This following steps describes how to create a Drop Down Filter in your dashboard.

Navigate to the Insert tab in the ribbon.
Select the Drop Down button from the Filter group.
If your dashboard has no data source assigned, you will be prompted to assign one.
In the Insert Drop Down dialog, you will need to provide the following:
- Provide a Caption for your data that will populate the drop down in the Insert Drop Down dialog. Otherwise, the Caption will be replaced by the field's name in the data source.
- Select the Field in the data source where you want to retrieve values from.
- Select the initial value for your drop down widget.
- Toggle on or off the Allow multiple selection option to permit the user to make more than one selection from the filter drop down if needed.
Once you have set up the Drop Down Filter to meet your needs, select Insert to insert the widget to the Design Surface.

Drop Down Visual Properties

The Drop Down Visual Properties are located in a centralized pane in the BI Analyst, called the Properties Pane. This pane is used for customizing a Drop Down Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Drop Down.

Changing Drop Down Fonts

Go through the following steps to learn about the different options regarding Drop Down font formatting.

Select a drop down from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the drop down element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Drop Down Widget is the ability to clear the formatting of the whole Drop Down. Simply select the Clear formatting button and the Drop Down will reload to its original format when it was first inserted into the Design Surface.

Adding Drop Down Borders

Go through the steps below to learn how to add a border to your Drop Down Widget.

Select a drop down from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the drop down element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Drop Down Colors

Learn how to customize different color options for the List Filter following the steps below.

Select a drop down from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the drop down element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Color formatting can be performed from Visual tab by simply selecting the colors to be used as the background and foreground of the selection when the mouse hovers over an option.

Caption

When you are first working with your Drop Down you are able to add a caption. However, if you did not add one at that stage or want to make edits to it, you have some options in the Properties Pane.

Select a drop down from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the caption element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable or disable the Display Caption option to activate/hide the Caption section for the selected Widget.
You can customize the Drop Down caption to meet your needs by modifying font options, border settings or caption editing, independently of the entire Drop Down element.
You can also enable Show context menu option, if you want to insert a context menu within the Caption section.

The Context Menu will allow your users to be able to export the selected Drop Down Widget to a variety of outputs directly from the dashboard. Also this menu will offer the user the possibility to hide or show the legend of the Drop Down from the dashboard itself.

Drop Down Data Properties

The Drop Down Data Properties are located in a centralized tab in the BI Analyst, the contextual Format tab. This tab is used for customizing the data for a filter Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Drop Down.

Editing Drop Down Data

In the following steps you will learn how to edit the data in a Drop Down after inserting the widget. As you are working with your Drop Down in your dashboard, you may decided that you would like to edit the configurations of the Drop Down itself.

Select the Drop Down that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and select the Edit Data button.
Edit Drop Down dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the Drop Down editing, select Save to update the changes in the Design Surface.

Formatting Drop Down Values

You will have the opportunity to change the format of the values in the Drop Down from the Format tab. By default all values will use the generic format, but you may wish to make this more specific.

Select the Drop Down that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and choose the formatting options. Select from the available formats how you want the values to be displayed: as a percentage, as currency or as date format.
You can also customize your own format, by selecting the General button and then More formatting options from the drop down menu.
After completing format customization in Formatting dialog, select the Save button and notice that the changes are automatically applied into the Design Surface.

Slider Filter

Slider Widgets filter the visualization widgets based on a range of values. These powerful filters are extremely useful interactive widgets when an identifying filter field is ranged. This means dashboard viewers will have the capability to specify minimum and maximum values identifying a range which will be used by the visualization widgets in the dashboard to filter the data presented accordingly. For example, you may wish to provide a summary table for total sales per sales team member. You can add an interactive Slider filter to allow your dashboard viewers the ability to target a specific range of years by setting minimum and maximum end points.

The next steps describe how to create a Slider Filter in your dashboard.

Navigate to the Insert tab in the ribbon.
Select the Slider button from the Filter group.
If your dashboard has no data source assigned, you will be prompted to assign one.
In the Insert Slider dialog, you will need to provide the following:
- Provide a Caption for your data that will populate the slider in the Insert Slider dialog. Otherwise, the Caption will be replaced by the field's name in the data source.
- Select the Field in the data source where you want to retrieve values from.
- Select the Start and End Values for your slider widget.
Once you have set up the Slider Filter to meet your needs, select Insert to add the slider to the Design Surface.

Slider Visual Properties

The Slider Properties are located in a centralized pane in the Analyst, called the Properties Pane. This pane is used for customizing a Slider Widget after inserting into your dashboard. Using the Properties Pane will allow you to make modifications to visual components of your Slider Widget or edit your Slider Widget data source. This section will highlight the properties which you are able to customize for your inserted Slider.

Changing Slider Fonts

Go through the following steps to learn about the different options regarding Slider font formatting.

Select a slider from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the slide element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Font formatting can be performed from Visual tab under Properties Pane by simply customizing the properties according to your needs.

An important option that you will have when working with the text of your Slider widget is the ability to clear the formatting of the whole Slider. Simply select the Clear formatting button and the Slider will reload to its original format when it was first inserted into the Design Surface.

Adding Slider Borders

Go through the steps below to learn how to add a border to your Slider Widget.

Select a slider from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the slide element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Border formatting can be performed from Visual tab by simply selecting the color, thickness and style for your border.

Note

When making any changes to the border options (color or thickness) you will need to first deselect then reselect the border in the diagram to apply the changes.

Changing Slider Theme

Go through the steps below to learn how to change the theme of a Slider Widget in your dashboard.

Select a slider from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the slide element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Select the theme for the Slider Filter to be either Ergonomic or Arrow.

Caption

When you are first working with your Slider you are able to add a caption. However, if you did not add one at that stage or want to make edits to it, you have some options in the Properties Pane.

Select a slider from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the caption element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable or disable the Display Caption option to activate/hide the Caption section for the selected Widget.
You can customize the Slider caption to meet your needs by modifying font options, border settings or caption editing, independently of the entire Slider element.

Slider Data Properties

The Slider Data Properties are located in a centralized tab in the BI Analyst, the contextual Format tab. This tab is used for customizing the data for a filter Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Slider.

Editing Slider Data

In the following steps you will learn how to edit the data in a Slider after inserting the widget. As you are working with your Slider in your dashboard, you may decided that you would like to edit the configurations of the Slider itself.

Select the Slider that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and select the Edit Data button.
Edit Slider dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the Slider editing, select Save to update the changes in the Design Surface.

Formatting Slider Values

You will have the opportunity to change the format of the values in the Slider from the Format tab. By default all values will use the generic format, but you may wish to make this more specific.

Select the Slider that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and choose the formatting options. Select from the available formats how you want the values to be displayed: as a percentage, as currency or as date format.
You can also customize your own format, by selecting the General button and then More formatting options from the drop down menu.
After completing format customization in Formatting dialog, select the Save button and notice that the changes are automatically applied into the Design Surface.

Date Range Filter

Date Range Widgets filter the Visualization Widgets based on a date range by selecting a time frame as a filter.

The next steps describe how to create a Date Range Filter in your dashboard.

Navigate to the Insert tab in the ribbon.
Select the Date Range button from the Filter group.
If your dashboard has no data source assigned, you will be prompted to assign one.
In the Insert Data Range dialog, you will need to provide the following:
- Provide a Caption for your data that will populate the date range in the Insert Date Range dialog. Otherwise, the Caption will be replaced by the field's name in the data source.
- Select the Field in the data source where you want to retrieve values from.
Once you have set up the Data Range Filter as desired, select Insert to include the widget to the Design Surface.

Note

Notice that the field you have to select from your assigned data source must be a Date data type. Otherwise, you will not be able to add a Date Range Widget into your dashboard.

Date Range Visual Properties

The Date Range Visual Properties are located in a centralized pane in the Analyst, called the Properties Pane. This pane is used for customizing a Date Range Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Date Range.

Adjusting the Range

Select a date range from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the date-range element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Select the Custom date range option from the Initial Value drop down menu.
Select the start and the end date values for set up the range limits.

Caption

When you are first working with your Date Range you are able to add a caption. However, if you did not add one at that stage or want to make edits to it, you have some options in the Properties Pane.

Select a date range from your Design Surface and right click on it.
Select Properties from the contextual menu.
Go to Navigation Bar under Properties Pane and select the caption element to filter your results related to the selected object.
Notice that the properties are filtered in the Properties Pane and are available for further formatting modifications.
Enable or disable the Display Caption option to activate/hide the Caption section for the selected Widget.
You can customize the Date Range caption to meet your needs by modifying font options, border settings or caption editing, independently of the entire Date Range element.
You can also enable Show context menu option, if you want to insert a context menu within the Caption section.

The Context Menu will allow your users to be able to export the selected Date Range Widget to a variety of outputs directly from the dashboard. Also this menu will offer the user the possibility to hide or show the legend of the Date Range from the dashboard itself.

Date Range Data Properties

The Date Range Data Properties are located in a centralized tab in the Analyst, the contextual Format tab. This tab is used for customizing the data for a filter Widget after inserting into your dashboard. This section will highlight the properties which you are able to customize for your inserted Date Range.

Editing Date Range Data

In the following steps you will learn how to edit the data in a Date Range after inserting the widget. As you are working with your Date Range in your dashboard, you may decided that you would like to edit the configurations of the Date Range itself.

Select the Date Range that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and select the Edit Data button.
Edit Date Range dialog of the selected widget will be displayed and it is available for further editing operations.
After finishing with the Date Range editing, select Save to update the changes in the Design Surface.

Formatting Date Range Values

You will have the opportunity to change the format of the values in the Date Range from the Format tab. By default all values will use the generic format, but you may wish to make this more specific.

Select the Date Range that you want to edit in the Design Surface.
Navigate to the Format contextual tab in the ribbon and choose the formatting options. Select from the available date formats how you want the values to be displayed.
You can also customize your own format, by selecting the Short Date button and then More formatting options from the drop down menu.
After completing format customization in Formatting dialog, select the Save button and notice that the changes are automatically applied into the Design Surface.

Advanced Widget Options

Chart Widgets

The Advanced options for all the different Chart types are the same and can be accessed through Properties Pane under Advanced tab. These options are highlighted below.

Right click on the Chart that you want to open the Properties Pane for.
From the resulting contextual menu select the Properties option.
Select the type of Chart target object in the Navigation Bar.
Navigate to the Advanced section.
You can edit the maximum data points that will be returned by the server, and presented to your dashboard user.
By default when you create a Widget in the BI Analyst an unique ID will be created. You will have the ability to edit this ID of the selected Widget as you see fit. This ID must be a unique ID from all widgets in your dashboard.
You have the option to add animation to your charts. This animation will be seen by your dashboard user when they first open the dashboard. The Pie Chart will allow you to select if you would like the animation to Fade-in.

Map Chart and Table Widgets

The Advanced options for Map Chart, Table, Pivot Table, and Cross Table are the same.

Right click on the widget that you want to open the Properties Pane for.
From the resulting contextual menu select the Properties option.
Select the type of Map Chart or Table target object in the Navigation Bar.
Navigate to the Advanced section.
You can edit the Maximum data points returned by the server that will be presented to your dashboard user.
By default when you create a Widget in the BI Analyst an unique ID will be created. You will have the ability to edit this ID of the selected Widget as you see fit. This ID must be a unique ID from all widgets in your dashboard.

Gauge and Text Widgets

The Advanced option for Gauge Widgets and Text are the same.

Right click on the widget that you want to open the Properties Pane for.
From the resulting contextual menu select the Properties option.
Select the type of Gauge or Text target object in the Navigation Bar.
Navigate to the Advanced section.
By default when you create a Widget in the BI Analyst an unique ID will be created. You will have the ability to edit this ID of the selected Widget as you see fit. This ID must be a unique ID from all widgets in your dashboard.

Events Options

Adding Java Script

For some Visualization Widgets you will have the option to add custom javascript commands that will be executed when your user selects the Widget in the dashboard. You can add javascript to the following widgets: Chart, Map Chart, Table, Pivot Table and Cross Table.

Right click on the widget that you want to open the Properties Pane for.
From the resulting contextual menu select the Properties option.
Select the widget target object in the Navigation Bar.
Navigate to the Events section.
In the On Value Click section add your javascript commands.

Performing Advanced Analysis

Advanced Analysis is an available feature of the Analyst that will allow you to cluster your data based upon dimensions that you can define. Such clustering is useful when you might want to segment your data to investigate trends and locate which data values are falling into a certain cluster and why. For example you ca use an Analysis that is set up to investigate the market segmentation of a customer base.

Set Up Computed Tables

Using the Computed Tables will help you define new source tables with more meaningful names for your expressions.

Navigate to the Analysis tab from the ribbon.
Select the New Computed Table button to configure one.
Choose the Source of the Database from where the values will be retrieved. As you have connected to an In-Memory Data Base, this will be the only option for the Source.
Select the Add Dimension button to add fields in the computed table.
Select Edit if you want to configure a filter for the table.
Select Save to update the changes.
You can see the newly created table added in the Existing Analysis area in the ribbon.

Set up Analysis

Using Analysis algorithms will help you discover trends and issue predictions based on your data.

Select the Analysis tab in the ribbon.
You can select New Analysis to launch the New Analysis Screen.
Choose the Find clusters in your data button in the New Analysis dialog and select Continue.
This will launch the Data Clusters Analysis dialog where you can specify which dimensions and measures you will use to define your clusters.
Select the Add Field button to add a field from the Source group.
Now you can select the Field from the available values in the dropdown menu and change the Label to be used accordingly. You can repeat this process to add as many fields as you would like to include.
Select from your fields in the Source by using the arrows to use them for the grouping parameters of your cluster.
In the Results section you can change the name of the Analysis by selecting Edit or select Refresh to view the preview structure of your analysis.
When you are satisfied with your configuration, select OK.
You can see the newly created Analysis added in the Existing Analysis area in the ribbon.

To use your configured analysis in a widget, start by selecting the widget you may want to insert, from the Insert tab in the ribbon.
Select to use data resulting from an existing analysis as provided by the Insert dialog for each widget. This option will provide a dropdown menu of existing analysis that you can choose from.

Include or Exclude Widgets

Instead of just deleting Widgets from your dashboard that are not currently needed in your Dashboard, causing you to reconfigure them if you need to insert them again, the Ecrion Analyst allows you to Exclude any widget from the design surface to be Included later, without losing it altogether.

Exclude

There are a few ways to Exclude a Widget from your dashboard.

Home Tab

Access the Home tab in the ribbon.
Select the widget you want to Exclude in the Design Surface.
Select the Exclude button under the Layout group.
Choose again the Exclude option from the Delete Widget dialog to still keep it in the Include list for later insertion. To permanently remove the widget, select Delete in the prompt window.
You will notice the widget will be removed from the Design Surface.

Layout Tab

Access the Layout tab in the ribbon.
Select the widget you want to Exclude in the Design Surface.
Select the Exclude button under the Widgets group.
Choose again the Exclude option from the Delete Widget dialog to still keep it in the Include list for later insertion. To permanently remove the widget, select the Delete option in the prompt window.
You will notice the widget will be removed from the Design Surface.

Include

There a couple of ways to Include a Widget into your dashboard.

Home Tab

Select the area you would like to Include the new widget.
Access the Home tab in the ribbon.
Select Include from the Layout group.
Select the widget you would like to include from the list.
You will notice the widget will be inserted in the Design Surface.

Layout Tab

Select the area you would like to Include the new widget.
Access the Layout tab in the ribbon.
Select Include from the Widgets group.
Select the widget you would like to include from the list.
You will notice the widget will be inserted in the Design Surface.

Repositioning Widgets

When you first insert your Visualization or Filter widget into your dashboard it may not be in it final location, depending on the other widget you include, exclude in your dashboard and their size. Because of this there a couple of way that you can reposition your widgets in your dashboard.

Drag and Drop

Select the Widget you would like to move.
Holding down your left mouse button drag the widget to the new section of the dashboard. If you drag your Widget to a space where there is one already, it will be Excluded from the dashboard and your dragged widget will take its place.

Right Click Options

Right click on any of the Widgets that you would like to move.
From the resulting contextual tab select the Cut option.
In the new section you would like to have the Widget, right click again.
From the contextual menu select the Paste option.

Note

The Ecrion Analyst also supports the copy / cut / paste keyboard shortcuts.

Layout Options

When you open a new dashboard, you will have two columns and two rows to initially work with. Use the following pages to learn how to adjust and edit your dashboard layout to meet your need.

Quick Layout

Ecrion Analyst provides the Quick Layout feature that allows you to decide how many widgets area to include in a Dashboard Page.

Home Tab

Select the Home tab from the ribbon.
Select the Quick Layout button in the Layout group.
Choose a suitable layout for the structure of your dashboard page.
You will notice in the Design Surface that the widgets will be arranged according to your preferences.

Layout Tab

Select the Layout tab from the ribbon.
Select the Quick Layout button in the Rows & Columns group.
Choose a suitable layout for the structure of your dashboard page.
You will notice in the Design Surface that the widgets will be arranged according to your preferences.

Rows and Columns

Home Tab

Navigate to the Home tab in the ribbon.
In the Layout group use the Insert Above, Insert Below, Insert Left and the Insert Right options to insert new rows and columns as you need to.
In the Layout group, you can also delete a row or column depending on where your cursor is located in the Design Surface.

Layout Tab

Navigate to the Layout tab in the Ribbon.
Go to the Rows & Columns group and use the Insert Above, Insert Below, Insert Left and the Insert Right buttons to insert new rows and columns according to your needs.
You also have the ability to delete a row or column depending on where your cursor is located in the design surface.

Using the Merge Option

The Merge Options will allow to increase or decrease the span of selected rows and columns to customize your dashboard.

Home Tab

Navigate to the Home group in the Home tab.
In the layout group select from the Merge options available to you.

Layout Tab

Navigate to the Layout tab in the Ribbon.
Go to the Merge group and use the Increase Column Span, Increase Row Span, Decrease Column Span or Decrease Row Span buttons to merge and split rows and columns according to your needs.

Page Options

In Ecrion Analyst there are three ways for your to access the Page Properties Pane.

Ribbon

Navigate to the View tab in the ribbon.
Select the Properties Pane from the Display group.
Select the Page target object.

Double Click

Double click on any widget or blank space in the Design Surface.
Select the Page target object from the Navigation Bar.

Right Click

Right click on a widget or blank space in the Design Surface.
Select the Page target object from the Navigation Bar.

Name a Page

Each Page in your dashboard will be represented by a tab in the Tab Panel when your user views the final dashboard. Because of this it is important that you give your dashboard page a relevant Title.

Select the Page you would like to work with from the Page Tab section.
Navigate to the View tab.
Select the Properties Pane button from the Display group.
Select the Page target object.
Enter a new title, or edit the current title.

Change Page Tab Color

Each Page in your dashboard will be represented by a tab in the Tab Panel when your user views the final dashboard. By default the Analyst will add different foreground and background colors of each Tab, however you may wish to customize these.

Select the Page you would like to work with from the Page Tab section.
Navigate to the View Tab.
Select the Properties Pane button from the Display group.
Select the Page target object.
From the Visual group select the Tab Foreground Color you would like. The Foreground color will be the color of the text in the Tab.
From the Visual group select the Tab Background Color you would like. The Background color will be the color of the actual Tab.

Add a New Page

As you are working with and building your dashboard, it may be necessary for you to add multiple pages to your dashboard.

To add a new page to your dashboard, simply select the + sign in the Pages Tab section at the bottom of the design surface.

Page Tab Options

Each Page Tab will give you the following options by selecting the arrow to the right of the Page name.

Rename - You are able to rename the selected Page directly in the design surface.
Delete - Delete any extra or unneeded pages.
More Left/Right - Use these options to reorder the Pages in your dashboard.

Dashboard Options

It is important that you think about the size and behavior of your dashboard before and during the design process. In this section you can learn about the different options you have to adjust the overall view of your dashboard. Going through the following sections you will learn how to adjust and edit your dashboard layout to meet your needs.

Adding a Title

The Analyst will, by default, create a generic Title for each new dashboard you create. You will be able to customize the Title you would like for your whole dashboard. If you would like to change the Title of your dashboard, you can simply follow the steps below.

Navigate to the View tab.
Select the Properties Pane button under Display group.
Select the dashboard target object in the Navigation Bar.
Edit the Title field and provide a name for your dashboard. This title will be visible at the top of your dashboards, and normally indicates the purpose of the dashboard.

Show or Hide Dashboard Section

From the Dashboard Properties Pane, you will have the ability to customize some of what your dashboard user will see. You can choose to show or hide the tabs panel, options panel, or the status bar.

Note

When you are creating a new dashboard these will be, by default, unselected. Meaning all three will be shown in your dashboard.

Navigate to the View Tab.
Select the Properties Pane button from the Display group.
Select the Dashboard target object.
Select or De-select the checkbox to choose to hide or show any of the options explained below.

Tabs Panel

The Tabs Panel refers to the tabs that are shown at the top of your dashboard, in Preview Output, showing the different pages in your dashboard. If you only have one page, or would like to only allow your users to see one page, you can hide this by checking Hide tabs panel.

Options Panel

The Options Panel, located at the top-right corner of the dashboard, in the Dashboard Preview, gives your dashboard users the ability to:

Undo or Redo filter selections that have been made.
Run reports that are associated with the dashboard.
Send the dashboard via email.
Set the dashboard as a bookmark.
Reset all Filter or Marking selections that were made.

To hide this panel, simply check the Hide options panel in the Properties Pane.

Status Bar

The Status Bar is located at the bottom of the dashboard, in the Output Preview. To hide it, select the Hide status bar in the Properties Pane.

Resizing the Dashboard

The default width and height of an Analyst dashboard may not fit your specific display needs. For this reason, you can easily modify these values for width and height as you see fit.

Properties Pane

Navigate to the View tab.
Select the Properties Pane button under Display group.
Select the dashboard target object in the Navigation Bar.
Simply place your cursor in the field for Width or Height and type the numerical value you would like to change to. You should be aware that the accepted units for this option are pixels.

Ribbon

Navigate to the Layout tab.
Place your cursor in the field for Width or Height of the Dashboard under Size group and type the numerical value you would like to change to. You should be aware that the accepted units for this option are pixels.

Generating Previews

When you are designing your dashboard, you may frequently want to check the output behavior of your widgets. The Preview Output button in Home Tab will allow you to view the HTML version of your dashboard as it will be available to your viewers. This includes populating your widgets with the entire data set, investigating resize behavior, and allowing you to test the functionality of Filters, if present.

Preview Output

Navigate to the Home tab in the ribbon.
Select the Preview Output button in the Export group to view the output in a web browser.

Preview Options

Reporting

This section describes how to assign one or many custom reports associated with your dashboard in addition to setting up a default report to be used in your dashboards. Because the Analyst platform includes Ecrion Document Automation technology, dashboard users can generate reports integrating their dashboard information with conditional formatting, pagination features and much more by simply selecting the Generate Report button .

Navigate on top of the Preview toolbar.
Select the Adobe symbol button.
Select the report from the list.
Select the output format from the available options.
Enable the Include Filters and Include Marking checkboxes if you want to keep the highlighted information from the dashboard.
Select Run and the report will be downloaded on your local machine as the specified file format.

View Marks

All of your dashboard objects can be related in some capacity and when your dashboard users interact with one Widget, you may want this to be visually marked in another widget or even filter other widgets in the dashboard to only display the content related to the selected item.

Navigate on top of the Preview toolbar.
Select a data point in your widget.
Select the View marks symbol button to see which color is used for the relevant data.

Bookmarks

Bookmarks are used to remember the current state of a dashboard and recall it at a later time. You can share or apply a bookmark by selecting it and choosing from a list of available actions.

Navigate on top of the Preview toolbar.
Select the Star symbol button.
Choose a specific name for your bookmark that will store the current state of your dashboard.
Select the Create button to create the bookmark and select Save to add it in the list.

Mail

Navigate on top of the Preview toolbar.
Select the Mail symbol button.
Connect to a Mail Account.
Send the Dashboard as a link to your recipient.

Undo/Redo Filter or Mark

If you do not want to preserve the changes you have made to the dashboard and wish to revert these changes, use Undo/Redo Arrows on top of the Preview Toolbar.

Switch Between Dashboard Pages

Each Page in your dashboard will be represented by a tab in the Tab Panel when your user views the final dashboard. You can switch between pages by selecting the one you want to be displayed.

Contextual Options

Download CSV

Right click on a widget in the Preview Mode.
Select the Download CSV option.
The data in the widget will be exported as a CSV file on your local machine.

Export to

Right click on a widget in the Preview Mode.
Select the Export to option.
Choose the file format in which you want your widget to be exported.
The data in the widget will be exported as the selected file format on your local machine.

Show/Hide Legend

The legend will be shown in your widget by default. However you will have the option to hide it.

Right click on a widget in the Preview Mode.
Select the Show/Hide Legend option depending on the legend state.

Toggle column

This option allows you to restrict the number of columns in a table to emphasize only some of them.

Right click on a table widget type in the Preview Mode.
Select the Toggle column option.
Choose the column option that you want to be toggled.

Note

This option is valid only for Table Widget types.

Show/Hide Scrollbar

Right click on a graphical widget in the Preview Mode.
Select the Show/Hide scrollbar option depending on the scrollbar state.

Note

This option is valid only for Graphical Widget types, excepting the Pie Chart because it does not have axes.

Appendix

Set up

Installing

Ecrion Analyst is available to you to in an executable (.exe) installer which contains several applications. This allows you to simply double click on the installer file and follow the on screen instructions provided to you by the Setup Wizard. Below are some helpful points to assist you along the way with the installation.

The installer will open with the welcome screen that indicates the setup wizard is ready to begin and guide you through the installation. When you are ready to begin, click on Next button.
Accept the end-user licensing agreement by checking the box and selecting Next.
Specify the directory you wish to install the Ecrion product in. Ecrion recommends using the default installation folder C:\Program Files\Ecrion\Ecrion Studio 2018(64 bit), and then select Next.
Now, you will need to decide which product to install. Ecrion provides a suite of products which can be chosen during this step of the installation. Each tool is provided with a short description on its functionality. By default, all products are selected. You can decline the installation of a feature by de-selecting the associated check-box. Not selecting an option will render the user unable to finish the installation.
Next, the Setup Wizard will now perform the necessary installation and provide a progress window for your information.
When the setup is successfully completed, the Setup Wizard will provide a notification of completion. You can uncheck the Launch Publisher option if you do not wish to launch the Publisher tool after installation finishes. When you are ready to complete the installation, select Finish.

Updating your Build

When updating your build using either the production links from our website or the evaluation builds provided by our support team, the steps to update are the same.

The first step to follow when updating your Ecrion build is to unistall the old build from the machine. Otherwise, the installer will open and you will see a note saying that there is another version installed.
Use the link provided to download the correct version that you need.
Follow the on-screen instructions. These will be the same as the ones highlighted on the Installing page.
Once the build is updated, you can continue to create and design your dashboards as before.

Terminology

This section describes the terminology used in this help file. You may find specific references to Analyst terminology that you will need to look up in this section or perhaps you need to learn more about the terminology used to describe the Analyst interface. Here you can find helpful descriptions to assist you in learning about and designing your dashboards in the Analyst.

General Terminology

In Memory Database

In contrast to a normal disk storage, Ecrion Analyst uses an In-Memory Database to provide the most efficient and powerful way to build and utilize your dashboards. By utilizing an In-Memory Database, the Analyst can query, perform calculations, and other manipulations at higher speeds. When opening your dashboard, you will need to select the In-Memory Database designed in Modeler.

When setting up or opening a Dashboard, you can always reference the In-Memory Database you are connected to by selecting Data Source button in the Home Tab in the Ribbon.

Dimension

The word Dimension in Analyst can be thought of as a defining piece of information. If you had a list of products your business sells, each product probably holds much describing information points that can be stored as data. For example, if your business sells cars, describing information like color, price, model, year, etc... can all be considered Dimensions. Throughout the Help Documentation you may also hear Dimensions referred to as Fields for simplicity purposes.

By selecting Data in the Side Menu or by selecting Data Source in the Home Tab in the Ribbon, you can always access the list of available Dimensions in your In-Memory Database.

Measure

A Measure is a special Dimension that can be used to perform aggregate calculations. For example, a car dealership may have sales information on all cars sold, which would reside in information on each individual sale. In addition, you should be aware that when creating Measures in the Analyst, you will notice options for creating Formulas or using the Formula Button.

Dashboard

Ecrion Dashboards come with the following standard features:

Out of the box, professional-grade reporting

Many times after working with a dashboard users need to generate a PDF report that can be handed out to other interested parties (colleagues, customers, etc.). All Ecrion Dashboards come with automated reports that do not require any configuration. What is more, is that these reports are professional-grade. For example, they can be sent without any further changes to a mass-printing facility. This is possible because the Ecrion Analyst platform includes the Ecrion document automation technology for which Ecrion is well known. Amongst the supported output formats are PDF (including PDF/A for archiving or PDF/X for mass-printing), Word and PowerPoint and many image formats including JPEG and PNG.

Bookmarks & Collaboration

During many hours of analyzing the company data, users will sometimes need to get a snapshot of the state of the dashboard so that they can continue to work and still be sure that they can return to a previous state. Users can share a bookmark or the current view of a dashboard with other parties or by using the Email button that is integrated in every dashboard.

Widget

Widgets are user interface elements which are used to present data within and interact with a Dashboard. The Ecrion Analyst provides a number of available Visualization Widgets and Filter Widgets to create powerful and intuitive Dashboards. A few examples of commonly used Widgets in Ecrion Analyst scenarios could be:

A pie chart widget used to show regional sales
A pivot table widget used to display sales data by product and year

Analyst Tool Terminology

Before you get started with using the Analyst, you may want to familiarize yourself with the interface you will be working with. The help documentation will be referencing specific areas accessible to you for all of your Dashboard design needs. This section is here for you to provide descriptions highlighting what each of these interface items are.

Ribbon

The Ribbon provides access to the main functionality groups of the Analyst, while in the Mouse Display Mode. You can learn more about witching your display modes here. Located on the top of the screen, this is designed for easy browsing, the Ribbon consists of tabs that are organized around specific scenarios or objects which will open a corresponding Dialog Bar. Click the tab again to collapse the ribbon.

Dialog Bar

The Dialog Bar is accessible by selecting an item in the Side Menu or the Ribbon. This helpful window will appear to provide you with the options related to the item selected, and in some cases such as the Properties Pane, the Dialog Bar will display options available to you in relation to the item you have selected in the Design Surface.

Design Surface

The Design Surface is the designated area of the Analyst where you will be able to modify the layout of the Widgets present and perform other Dashboard customizations. This is the largest area of the interface and will allow you to get a preview of the Widgets used as well resize, reposition, and align objects as you wish.

Navigation Bar

The Navigation Bar is a helpful tool located at the bottom of the Properties Pane. When selecting a Widget in the Design Surface and choosing Properties in the Side Menu or the Ribbon, you will see the Navigation Bar displaying selectable elements as images at the bottom of the dialog bar. These elements displayed are directly related to the Widget selected and you will notice that you can scroll left and right accordingly to navigate through all elements available for modifying. When selecting an element in the Navigation Bar you will also notice the available Properties displayed in the Dialog Bar will be directly related to that element.

Toolbar

The Toolbar is a helpful part of the dashboard design view in the Touch Display Mode only. This set of options is available to you at the top of the screen in the Analyst Touch Display Mode. Within the toolbar, you will have access to useful buttons such as Undo, Redo, Save and Reload Document. There is also the Help button - question mark - that redirects automatically to the Ecrion Analyst Documentation.

Best Practices

At this point, you may have the Analyst installed and have familiarized yourself with many of the terms used throughout the help documentation. Before you begin using the application to design your Dashboard, let's first discuss some best practices in dashboard design. We've provided, in the steps below, three helpful topics for consideration before even starting the design of your dashboard.

Understanding your Data

As the designer of dashboards, you will need to have an understanding of the data that is available to you. For the use of the Analyst, you will have access to data in the form of an In-Memory Database. Within, you will find that you can base your Widgets around data in the form of Dimensions and Measures. However, it is first important to understand what actual values reside in, for example, a particular dimension.

One great place you can start is to simply view the available dimensions in your In-Memory Database. Once you have successfully connected to your In-Memory Database that will be used for your dashboard, you can take a look at available dimensions selecting Data in the Home Tab in the Ribbon and upload the necessary .edx file from your computer.

This helpful view will allow you view the dimensions that you will work with in designing your dashboard. However, perhaps you did not design this data or are unfamiliar with what values may reside within each dimension. You might be left with questions such as:

What is the difference between City and CityLocation?
What type of information will come from the RegionName dimension?

Not to worry, as this is not an uncommon scenario. Often times, you may not be the individual that structures this data, so it is important to develop an understanding of what types of values are contained within each dimension before you get started.

Viewer Target Questions

Think about questions that your viewers want to find answers to.

A Viewer Target Question is a question designed by you to represent the perspective of your dashboard viewers. Before you can start the design of your dashboard, you will need to think about your audience and the questions they would like to have answered. It is beneficial to even make a list of these questions. For each of these questions, with a good understanding of your data, you can then design Widgets that will answer those questions.

Questions for You

As the designer of the dashboard that these viewers will use, you must ask yourself a few questions first.

Who is your audience?
What information is important to this audience?
What type of questions will they want answered?

Let's think about our audience. For example, let's imagine a scenario where we are designing a dashboard designed for our sales management team. The sales management team will now be our target audience for this particular dashboard. This small team of management professionals make important decisions on hiring, territory improvement and expansion, and product sales performance. You can take each one of these decisions as helpful information in determining what type of data is important to them.

Which Sales Person did the best?
What proportion of total retail sales came from each Country?
How did each product ID perform over the last four years?

Lastly, let's consider our viewer target questions based on this information. It is recommended to make a list of these questions as they will help you in determine what type of Widget will be used and what Fields (dimensions) you will use for each. So, imagine you are on this sales management team. What types of questions would you be asking?

Which Sales Person did the best?
What proportion of total retail sales came from each Country?
How did each product ID perform over the last four years?

The three examples above demonstrate setting viewer target questions as if you are the target audience. To describe the entire process, you can take, for example, second question above on proportional information on city sales. Often times, proportional information is best displayed with a Pie Chart. With such a chart, our audience can visually see which territories are performing better than others. So, you will now need to make a note that you will look to create a pie chart to answer this specific question.

Design Before Design

It is recommended to plan how your dashboard will look and behave before actually build the design.

Once you have set a list of Viewer Target Questions, now you can begin considering how you want to answer these questions through the use of Widgets. For each question, you can think about what Widget would best meet the need to answer for your audience. You can learn about the usage of each type of Widget by visiting Working With Widgets.

Although you can dive directly into designing your dashboard using the Analyst, you may want to consider the structure and objects that will be used in your dashboard first. The Analyst allows you to insert multiple widgets in a page, and each dashboard can contain many pages. You will need to answer questions such as the following, and using a pencil and paper to sketch the design might assist you to visualize the end result before designing each piece.

What widgets should I use to answer my viewer target questions?
Do I want to use more than one widget to answer a question for my viewers?
Do I want to create multiple pages that look at the data from multiple angles?
Is the position the widgets are displayed on the page important to me?
Do I want to add interactive components such as Filter Widgets to my dashboard to allow my viewers to customize their viewing experience?

By asking yourself such questions, you can begin to sketch out the overall structure of your finalized dashboard. This will allow you to design your dashboard more efficiently and even break the design into smaller components. Once you have a good understanding of your data, questions to be answered, and overall design before design, you are now ready to create a powerful tool by visiting Using Analyst tool.

FAQs

How is this product licensed?

The Analyst is licensed per computer and licenses are installed locally using a guided on-screen installation tool.

Where do I start once I've installed the software?

The best place to begin is by reviewing the Terminology associated with this application. After this, we recommend reviewing our section on Best Practices. Then, you will need to decide whether you would like to design your dashboard with assistance from a Wizard or independently. You can also begin by visiting Getting Started.

Where do I learn about the different components in the software?

The best place to learn about the different functions available to you is to visit the section of the help on Ecrion Analyst Terminology.

What hardware and software requirements are needed to run the software?

You can visit the help page on System Requirements to find this information.

Keyboard Shortcuts

The Ecrion Analyst does accept the traditional keyboard shortcuts as well as other that apply for all Ecrion's products. Please find a full list of the keyboard shortcuts for the Analyst below.

Design View

Shortcut	Action
F5	Preview
F1	Help
Ctrl + C	Copy
Ctrl + X	Cut
Ctrl + V	Paste
Ctrl + O	Open document
Ctrl + Z	Undo
Ctrl + Y	Redo
Ctrl + S	Save
Ctrl + '+'	Zoom in
Ctrl + '-'	Zoom out
Ctrl + N	New document
Ctrl + W	Close document
Alt + Enter	Access Properties
Delete	Delete
Escape	Exit any Dialog
CTRL + F10	Maximize or restore a selected window

EngageCX Analyst 12.5 (Mantine) Users Guide

Dashboards

Creating a New Dashboard

Working with a Data Source

Assigning a Data Source

Assigning a Data Source

Ecrion Drive

Working with the Ecrion Drive

Accessing Ecrion Drive

Configuring Startup

Connecting to Ecrion Platform

Configuring Synchronization

Visiting the Local Folder

Changing the Working Folder

Creating New Folders

Adding Local Folders to Ecrion Platform using Ecrion Drive

Switching between Workspaces

Managing Hidden Folders

Viewing Sharing Folders

Understanding the Icons

Document Options

Opening a Document

Adding a Document

Removing a Document

Checking Out a Document

Checking in a Document

Get the Latest Server Version

Undo Pending Changes

File Tab Options

Account Menu

Options Menu

Document Panes

Properties Pane

Reporting Pane

Visualization Widgets

Charts

Insert a Chart Widget

Why use Dynamic Series

Column Charts

Pie Chart

Configure a Bar Chart

Line Charts

Scatter Charts

Bubble Charts

Funnel Charts

Mixed Charts

Chart Properties

Map Charts

Insert a Map Chart Widget

Map Chart Properties

Tables

Insert a Table Widget

Table Properties

Pivot Tables

Insert a Pivot Table Widget

Pivot Table Properties

Cross Tables

Insert a Cross Table Widget

Cross Table Properties

Gauges

Insert a Gauge Widget

Gauge Properties

Custom Widgets

Text

Insert a Text Widget

Widgets Customization

Sort

Filter

Switch Display

Widget Marking

Filter By Marking

Responsive Design

Drill Down

Drill Down Widgets

Filter Widgets

Data List Filter

Insert a Data List Widget

Data List Visual Properties

Data List Data Properties

Drop Down Filter