Creating Dashboard Component Activity

A Dashboard Component activity can be created using one of the following:


This feature is available in:

Enterprise

Premier

Professional

Express

 

Creating Bar Chart Activity

Steps to create Bar Chart4

  1. On the Adeptia Suite homepage, click the Develop tab.
  2. Go to Reports and Dashboards > Dashboard Component.

    The Manage Dashboard Component screen is displayed (see Figure 650 ).

    Figure 650: Manage Dashboard Component

  3. Click the Create New link. The Create Dashboard Component screen is displayed (see Figure 651).

    Figure 651: Create Dashboard Component

  4. Enter the name and description of the new Dashboard Component in the textboxes Name and Description respectively.
  5. Select Bar Chart from the Dashboard Component dropdown list.
  6. Select the appropriate Database Info, depending on the database you want to use, from the Database Info Id dropdown list.
  7. Click the Select Tables button. The Select Table screen is displayed (see Figure 652).

    Figure 652: Select Table

  8. Select the required table and click the Get Columns button. The Columns in Bar Chart screen is displayed (see Figure 653).


    Figure 653: Select Columns for Bar Chart

  9. Select the X-Axis and Y-Axis components for the Bar Chart from the dropdown lists X-Axis Column and Y-Axis Column [Integer type only] respectively.

    In Bar Chart Component Y-Axis can take only integer values or values which could be evaluated to an integer e.g. a string with value "2". Any other value will cause erroneous behavior.
    You can write, SQL query to define X axis and Y axis of Bar chart. To write SQL query, click Table Query radio button and enter your query in the Table Query field.

  10. Click the Save button to save the Bar Chart information.

 

Creating String Chart Activity

Steps to create String Chart

  1. On the Adeptia Suite homepage, go to Configure > Reports and Dashboards and then click Dashboard Component.

The Manage Dashboard Component screen is displayed (refer to Figure 650).

  1. Click the Create New link. The Create Dashboard Component screen is displayed (refer to Figure 651).
  2. Enter the name and description for the new Dashboard Component in the textboxes Name and Description respectively.
  3. Select String Chart from the dropdown list Dashboard Components.
  4. Select the appropriate Database Info, depending on the database user wants to use, from the dropdown list Database Info Id.
  5. Click Select Tables button. The Select Tables screen is displayed (refer to Figure 652).
  6. Click Get Columns button. The Select Fields screen is displayed (see Figure 654).

    Figure 654: Select Fields

  7. Click Select All to select all the columns from specified table or click individual column name and write the simple Select query with Comma (,) Separated Column names and click OK button to return to the Create Dashboard Component screen.
  8. Click the Save button.

 

Creating Table Chart Activity

Steps to create a Table Chart

  1. On the Adeptia Suite homepage, go to Configure > Reports and Dashboards and then click Dashboard Component
    The Manage Dashboard Component screen is displayed (refer to Figure 650).
  2. Click the Create New link. The Create Dashboard Component screen is displayed (refer to Figure 651).
  3. Enter the name and description for the new Dashboard Component in the textboxes Name and Description respectively.
  4. Select Table Chart from the dropdown list Dashboard Components.
  5. Select the appropriate Database Info, depending on the database user wants to use, from the dropdown list Database Info Id.
  6. Click the Select Tables button. The Select Table screen is displayed (refer to Figure 652).
  7. Click the Get Columns button. The Select Fields screen is displayed (refer to Figure 654)
  8. Click Select All to select all the columns from specified table or click individual column name and write the simple Select query with Comma (,) Separated Column names and click OK button to return to the Create Dashboard Component screen.
  9. Click the Save button.

Creating PIE Chart Activity

Steps to create a PIE Chart

  1. On the Adeptia Suite homepage, go to Configure > Reports and Dashboards and then click Dashboard Component.
    The Manage Dashboard Component screen is displayed (refer to Figure 650).
  2. Click the Create New link. The Create Dashboard Component screen is displayed (refer to Figure 651).
  3. Enter the name and description for the new Dashboard Component in the textboxes Name and Description respectively.
  4. Select PIE Chart from the dropdown list Dashboard Components.
  5. Select the appropriate Database Info, depending on the database user wants to use, from the dropdown list Database Info Id.
  6. Click the Select Tables button. The Select Table screen is displayed (refer to Figure 652).
  7. Click the Get Columns button. The Select Columns screen is displayed (refer to Figure 653).
  8. Select the X-Axis and Y-Axis for the PIE Chart from the X-Axis Column and y-Axis Column [Integer type only] dropdown lists respectively.

    In PIE Chart Y-Axis Column can take only integer values or values which could be evaluated to an integer e.g. a string with value "2". Any other value will cause erroneous behavior.
    You can write, SQL query to define columns of PIE chart. To write SQL query, click Table Query radio button and enter your query in the Table Query field.

  9. Click the Save button.