Common Items - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Common items include many of the graphs and charts associated with Reporting Dashboards. Each common item includes several variables such as columns, values, and arguments that must be configured for the item to display. These items include:

Item

Description

Grid

Inserts a grid that displays data in tabular form. Variables for this item include:

  • Columns: The data displayed as a column within the table.

Chart

Inserts a visual digram with an X-Y axis. Variables for this item include:

  • Arguments: The data used for the X axis of the chart. Typically a sub-group within a bigger group.

  • Values: The data used for the Y axis of a chart. Typically a numeric measurement.

Pies

Inserts a diagram that displays the contribution of each part to a total.

  • Arguments: The column used to divide the pie graph into wedges

  • Values: The column used to produce the sum total.

Cards

Inserts a visual diagram of the difference between two values, presented as cards that show an absolute and percent-based variation.

  • Actual: Data used to track progress toward a total.

  • Target: Data used as the target total.

  • Series: Data used to break totals into separate cards.

Text Box

Inserts a text box to display specific text as configured.

Bound Image

  

Pivot

Inserts a pivot grid display. Pivot grid displays are a way to present multi-dimensional data in a two-dimensional grid display. Variables for this item include:

  • Values: Data used to calculate totals.

  • Columns: Data used as column headings.

  • Rows: Data used as row headings.

Treemap

Inserts a visual diagram that sorts data into nested rectangles as part of a whole. For example, various product lines can be visualized as a portion of a company's entire profit or sales. Variables for this item include:

  • Values: Data used to determine the size of the rectangles.

  • Arguments: Data used to sort larger categories of rectangles.

Scatter Chart

Inserts a visual diagram with two axes using the size of points on that diagram to indicate a third value. For example, margin averages, sales, and overall profits for a company's different product categories. Variables for this item include:

  • X-axis: Data used for the horizonal axis of the diagram.

  • Y-axis: Data used for the vertical axis of the diagram.

  • Weight: Data used to determine the size of the data points.

  • Argument: Data used to color and differentiate data points.

Gauges

Inserts a visual diagram of data representing a scale and a data point on that scale. For example, progress toward a sales goal.Variables for this item include:

  • Actual: Data used to track progress toward a total.

  • Target: Data used as the target total.

  • Series: Data used to break totals into separate gauges.

Image

Inserts an image file for display as part of the dashboard. Images can be linked to other images already hosted online or uploaded from a system and embedded.