To model a dashboard diagram, open a dashboard page on the Diagram tab (fig. 1).
Fig. 1. Dashboard page. Diagram tab
To model a diagram, different elements are used which are in the element toolbox and in the top and bottom toolbars.
Element toolbox
Element toolbox is to the right of the diagram; elements are grouped into 4 units (fig. 2):
Objects. This unit has KPI model objects: goals and indicators which allow you to clearly show the information about the required KPI model object. You can configure how objects are displayed. To learn more about how to work with objects, read the respective Help page.
Shapes. This unit has geometric shapes (square, circle, diamond, etc) and arrows which can be placed on a diagram. Shapes can be used to visually connect other diagram elements or as separate elements. To learn more about how to work with shapes, see the respective Help page.
Informationelements. This unit has information elements (KPI name, trend, status, etc). Information elements are used to display necessary information about a chosen object. You can also create custom KPI display templates. To learn more about how to work with information elements, read the respective Help page.
Diagrams. This unit has diagrams (diagram, bar chart, etc) which can be used when modeling a dashboard. To learn more about how to work with diagrams, read the respective Help page.
Add a connector from one element to another. To learn more about connectors, see the respective Help page.
Placing text on a diagram.
To place some text, select a rectangular area in which the text will be located. Then select the Pointer, double-click inside the selected rectangular area and enter the text.
Placing a line on a diagram.
To do this, place the mouse cursor at the beginning point of the line on the diagram, press the left mouse button and while holding it down, draw a line.
When you choose this mode, on the top toolbar the following buttons will be displayed:
If necessary, choose line width dash style. In order to see the changes, switch the cursor to the Pointer and click on any place inside the sheet.
Insert an image into a diagram. When you click this button, an image selection window will open. The image will be added to the diagram.
When you click this button, theDiagram unit will open.
When you click this button, theShapes unit will open.
Element edit panel.
- delete an element from the graphic model by creating its copy in the clipboard. In this case, all properties and attributes of the element are added to the clipboard.
- copy an element to the clipboard. In this case, all properties and attributes of the element are also added to the clipboard. The original element remains unchanged.
- paste an element whose copy was previously placed to the clipboard.
- delete the selected element.
- undo the last action.
- redo the last undone action.
In order to apply these actions to an object, it must be selected with thePointer tool.
Choose the diagram width.
Bottom toolbar
The bottom toolbar (fig. 3) is used for scaling a diagram on a dashboard.
Fig. 3. Dashboard diagram. Bottom toolbar
When you click this button, the ports that connect diagram objects will be shown/hidden (fig. 4). Each diagram object has several ports.
Fig. 4. Diagram object ports
When you click this button, at the top of a diagram a ruler will be shown/hidden (fig. 5). It helps to place elements on a diagram as accurately as possible.
- delete an element from the graphic model by creating its copy in the clipboard. In this case, all properties and attributes of the element are added to the clipboard.
- copy an element to the clipboard. In this case, all properties and attributes of the element are also added to the clipboard. The original element remains unchanged.
- paste an element whose copy was previously placed to the clipboard.
- delete the selected element.
- undo the last action.
- redo the last undone action.
