Info tile - Charts | CURSOR Help Center

Type

Desktop tile
Entity tile
Workspace/BI tile

Description

The info tile "Charts" shows self-defined charts for any search results and enables the effective presentation and evaluation of business data. This tile has some special features. It extends the charts from the sub area to include the option of configuring charts for any search. Chart and board/tile are saved separately. This means that you can reuse a chart, that you have configured to search for a particular entity on one board, on another board for the same entity.

Configuration

If the tile is used on a workspace/BI board, no configuration of the data source is necessary. It is only necessary to ensure that the fields of the chart to be displayed are present in the search result or list.

Data source

Name of search	The exact name of the previously defined search.
Use set search instead of current workspace	Activated The result data of the stored search are visualized. Deactivated The currently displayed workspace (i.e. the datasets of the list view) is visualized. In this case, the search is ignored.
Search parameters	Comma-separated parameters for placeholder replacement in the search. To transfer the PK of the current dataset, you only have to enter `entryPk` at the respective position.

Name of search

The exact name of the previously defined search.

Use set search instead of current workspace

Activated

The result data of the stored search are visualized.

Deactivated

The currently displayed workspace (i.e. the datasets of the list view) is visualized. In this case, the search is ignored.

Search parameters

Comma-separated parameters for placeholder replacement in the search.

To transfer the PK of the current dataset, you only have to enter entryPk at the respective position.

Designer

Name	The unique name of the chart.
Type	Diagram type of the displayed chart. Possible types: Pie chart Doughnut chart Bar chart Line chart Depending on the chart type, the underlying chart data and appearance can be configured: Field, chart axes, color, pattern filling or interpolation.
Field / 1st dimension (X-axis)	The field that is primarily visualized.
2nd dimension (Y axis)	Manipulates the display of values on the Y axis; allows summing and forming averages for numerical values on the X axis.
Grouping/comparison	Allows the primary field value to be grouped or compared according to different categories or keys.
Formatting	Color(-scheme) of the chart Show Drop Shadow Interpolation (smoothing) of line charts Integral (lower area) coloring of line charts
Sorting	Pie/Doughnut chart: By key: The parts of the chart are sorted by key By share: The parts of the chart are sorted according to their share/size Line/Bar chart: X/Y axis up/down: Sort by primary value (X axis) or count/total/average
Buttons Title bar left	Creates a new chart for this workspace/relation/search Opens an existing chart for this workspace/relation/search Saves the current chart as a user chart Deletes the current chart Exports the chart as PDF for printing and filing
Buttons Title bar right	Switch between admin and user mode Switch between Viewer and Designer View Updating Switch to the tile configuration view

Viewer

By clicking on entries in the legend, the corresponding groups (bars, lines, etc.) can be hidden and shown again. When scrolling over the chart itself, the absolute values of the respective axis entries are displayed.

Figure: Scrolling over a bar shows its absolute value in a tooltip

Customizing transport

This section contains information for administrators.

By saving charts and boards separately for reuse, system charts must be assigned manually to a Customizing package (or that of the higher-level boards), otherwise they can no longer be found by the tile when they are transferred to the production system.

The Customizing package to which the chart is to be assigned must exist before the chart is created. This is done by placing the tile on a new board and saving it as a system board in the customizing dialog.

Procedure:

To edit system-wide charts, you must switch to work mode

Administrator and to view

Edition (see image).
Sect the previously created Customizing Package from the drop-down menu.

Figure: Selecting the customizing package of a chart
Click the button

Add chart
Assign a corresponding name, select type, field, colors, tonality or interpolation. The result is displayed as preview.
Click on and select the chart allocation (system-specific or group-specific)

Hinweis

Clicking Saving is not possible because you are saving in administrator mode. If you would like to save your charts, you must change to the user mode, since you are an administrator yourself.

After saving, you can view the charts from two views: the user and the administrator.

Interaktive Charts8Gruppe.png

Figure: New creation of system-wide charts

In the administrator view, you can only see charts that you have created for other system users. Each individual configuration group with the associated charts are listed.

Figure: Administrator view for available graphics

From the user's view, you can see now "your group charts", because you belong to the group.

Figure: User view for available graphics

Example

Configuration

Name of search	AllOpenActivities
Use set search instead of current workspace	Activated
Search parameters

Designer

Name	New chart
Type	Pie chart
Field	Choice: Status
Formatting	Color: Blue Drop shadow active
Sorting	By key

The chart now displays the percentages of the respective statuses of all open activities, sorted by status key.

configuration view

designer view

viewer view