The Actions menu lets you grant other people access to your components and perform other actions.
- Edit Metrics: Open the Data Components editor.
- Save: Save the currently-selected component.
- Copy to ‘Personal’ folder: This option duplicates the component and places the copy in your personal folder. The original version is unedited, and any changes you make in the future to the copy in your folder only affect that copy, not the original.
- Copy to common folder: Copying a component to the common folder makes a duplicate of it available to anyone with access to the folder.
- Publish this component: Perspectives are the only component that can be published. When you publish a perspective to another user or group of users, it becomes available to them along with their other perspectives in the main Discovery screen area. This is a way to give other users access to dials, ribbons, and dashboards you have created when they do not have the ability to use the Visual Designer. If you edit the perspective or any of its components in the future and publish it again, it updates the perspective for the users you publish to. Only users with Edit Company Discovery Dashboard permission have access to this function. For more on how to publish a perspective, see Dial Design Best Practices.
Publishing a component lets you give specific people access to your component when they open the Visual Designer. If they include your component in one of their dashboards, any changes you make to the component appear on their dashboards as well. Any changes that the other user or users make to the component also show on your dashboard, however. If you want to share a component without having to worry about the other people changing it, you can do so by making a copy of it and sharing the copy, keeping the original for your own use.
- Delete this component: Deleting a component removes it from your personal folder or the company folder, if it is a company component. If you have shared it with anyone else, it is no longer available to them.
Data Components Menu
The Data Componentsmenu appears when you click Edit Metricsin the Actions menu. It displays all the various data series available for inclusion in dials, and appears when you select a dashboard or dial to edit. You can click and drag any series from the menu onto a blank spot on the dashboard to open the Create New... dialog and create a dial using that series. You can also drag data series onto dials already on the dashboard to add them to the dial.
The Data Components menu is especially handy for creating and editing grid dials.
The types of data components available depends on the dial you are editing. Most dials use Metrics, which are data series such as accounts or downtime, you can add to dials.
Metrics can be dragged right onto a freeform dashboard to create a new dial showing that data series.
Data Components Editor
The Data Components editor lets you add and edit metrics/accounts in the Data Components menu. When you select a metric/account to edit or right-click and select to create a new one, the appropriate tabs and fields appears in the main pane.
You can organize your metrics and accounts into folders by right-clicking the parent folder and selecting Add > Metric folder in the right-click menu. Click and drag metrics/accounts into the folders where you want to keep them.
- Name: The name of the metric/account.
- Short Name: The name to be used where the metric/account short name is displayed.
- Aggregation Type:
- Budget Name: The name of the corresponding budget/target version.
- Units: The units of the metric’s/account’s values.
- Minimum Period Type: Non-selectable time granularity.
Expression Tab (calculated metrics only)
- Disabled Variable Handling: Behavior if one of more metrics used in the calculation are disabled. The options are:
- Disable Metric: Disable the calculated metric as well.
- Ignore Variable: Ignore the metric that was disabled and compute the calculated metric based on the other metrics.
- Null Variable Handling: Behavior if one or more metrics used in the calculation have a null value. The options are:
- Use null value: Use null in the calculation.
- Use zero: Use a value of 0 instead of null value.
- Expression: The expression to be used in the calculated metric. Click the arrow icon to see a list of the available fields and functions. Begin typing in any field to narrow the list of functions until you find the one you want. For assistance in creating the expression, click the metric formula help link under the Expression field.
Mapped Dimensions: The list of dimensions available for drill for the metric. The default is all dimensions. Use the check boxes to disable dimension drill-downs for metrics.
- Drill By: The list of dimensions available for drilling. For Auto or All modes, this list is read-only. Choose the method by which dimensions are available for drilling.
- Auto: The system automatically selects dimensions that are suitable for drilling. For standard accounts, this option selects only levels.
- Custom: You can select the dimensions available for drilling.
- All: All dimensions associated this metr are available for drilling.
To select dimensions available for drilling:
- Choose Custom from the drop-down and click Apply to enable check boxes in the Drill By list.
- Select the dimensions that will be available for drilling.
- Click Apply.
Create a calculated metric
- Click Edit Metrics in the Actions menu.
The Data Components Editor opens.
- Select the folder where you want the calculated metric to be stored, then right-click on it. Alternately, create a new folder and select it.
- Select Add > Calculated Metric from the right-click menu.
- Use the fields to design your calculated metric.
- Click Apply.
- Click Close.
Grid Dial Data Components
Grid dials let you create a table of data, similar to a report. As a result, a much longer list of data components appear in the Data Components menu compared to other dial types. These components are:
- Calculated Columns: Contains calculations you can add to a grid dial as a column, like Expression, Variance etc.
- Periods: Contains units of time, which can be added to a grid dial as a column.
- Metrics: Data series, such as accounts, paint inventory, and downtime, which you can add to dials.
- Dimensions: Contains all dimensions available to you, such as Level, Department, and Title>.
- Rows: Contains analysis rows, which can be added to a grid dial.
File Actions Bar
The File Actions bar gives you the ability to save the work you have done on a component you were editing, close the component currently open in the main editing area, and return to the dashboards you were viewing before opening the Visual Designer.
- Click Save to save the changes you have made to a component.
Click Close to close the component you have been working on.
- Click Return to Dashboards to return to the Discovery screen’s main view.