Dashboard Setup

This screen allows you to create and maintain Dashboards. 

 

 

List Tab

 

The List panel shows a grid of all Dashboards currently in Ostendo

 

Display fields

 

Dashboard Name: This is display only that shows the Dashboard Name that exists in Ostendo.   This is created using the Dashboard panel - see the 'Add' Button (below).

 

Title: This is the title of the Dashboard as entered into the Dashboard panel

 

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Dashboards screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the 'Dashboard' panel for creation of a Dashboard.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: This removes the current Dashboard record

 

Related: This will bring up a list of functions that are related to the Budget.  You may open and maintain information in those screens whilst still remaining in the Budget screen.

 

Reports: This will bring up a list of Reports that are related to the Budget.  You can immediately run the report whilst still remaining in the Budget screen.

 

 

Dashboard Tab

 

This tab enables you to maintain the Dashboard Master.  The content of the Dashboard is defined via the 'Controls' tab

 

Entry and Display fields

 

Dashboard Name: Enter the name of the Dashboard.  Duplicates not allowed

 

Title: Enter a brief description of the Dashboard.  No checks are made on this entry

 

Width: Enter the value - in Pixels - of the Dashboard display screen

 

Column Split%: Enter the percentage split to represent the width of dashboard display relative to the total width.  For example: If the Percentage Split is 40% then the first Dashboard script will take up 40% of the width of the whole Dashboard screen and, if you have a second Dashboard Script, then it would take up the remaining 60%

 

 

Buttons

 

Close: This will close the Dashboards screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up a blank Dashboard screen in preparation for creating a new Dashboard.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Dashboard panel

 

 

Controls Tab

 

This tab facilitates the entry and maintenance of the individual Displays that are presented in the Dashboard

 

Entry and Display fields

 

Type: Select the Type of display from the drop down list.  The Options are:

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Line Chart

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Bar Chart

•

Pie Chart

•

Gauge

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Grid

 

Caption: Enter the caption that will be output to the Dashboard

 

Display Order: Enter a number that will define the sequence in which the displays are presented on the Dashboard

 

SQL Statement: Click on the SQL Button in this field to bring up the Query Builder Screen.   In this screen you can construct the Query relating to the Display.  For example, you may wish to display the 'Top 10 Inventory Categories - Stock Holding Value.  You would probably construct an SQL statement as follows:

 

select first 10 coalesce(itemmaster.itemcategory,'UnKnown') as "Category" ,

cast(sum(itemmaster.averagecost * itemmaster.onhandqty) as decimal(18,0)) as "Stock Value"

from itemmaster

group by 1

order by 2 desc

 

Width: Enter the Width value - in Pixels - of this Display

 

Height: Enter the Height value - in Pixels - of this Display

 

X Label: Enter a brief name that represents the content on the X Axis of the display

 

Y Label: Enter a brief name that represents the content on the Y Axis of the display

 

 

Buttons

 

Close: This will close the Dashboards screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to the lower panel in preparation for entry of a new Display

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the currently selected Display in the lower part of the screen