Chart and pivot report gadgets require the Dashboard Reports add-on which is an upgrade to the standard dashboards available in Momentus Enterprise. See Dashboards for more information.
Chart and pivot report gadgets takes the information in a view and shows it in a graphical representation. The reports include area, bar, column, funnel, line, pie and scatter charts.
You first need to create a report for the data you want to display in your chart/pivot report gadget and then you create the chart/pivot report gadget for the dashboard.
Create the Chart/Pivot Report
- Click the Reports link from the Main Menu. The Reports screen opens.
- Click the Add button. The Select Report View Type screen opens.
- Select Chart/Pivot Report.
- Click the Continue button. The Add Chart/Pivot Report screen opens.
- Enter the name of the report in the Name field.
- Select the area of Enterprise where the data is located in the Subject drop-down.
- Select the type of chart to create from the Chart Type drop-down.
- Click the Select link in the Columns field to select the columns to use to build the chart. For example, for a chart for service order revenue by department, select Department and Actual Total. Actual Total is used for the chart value and Department is used to divide the data.
- Click the Select link in the Filter Criteria field to enter any filters for the data displayed in the gadget. For example, you may want to filter to only show the data for a particular event, department or date range.
- Expand the Display Options section.
- Enter the necessary information:
- Palette - Color scheme for the chart.
- Show Title - If checked, the report name displays at the top of the chart.
- Show Grid Lines - If checked, a line displays for each interval within the chart.
- Stacked - If checked, values display in a single result. Example:
- Totals Only - If checked, the chart is based on total values instead of the individual values that
- Automatically Load Results - If checked, the data displays the gadget without having to refresh.
- Show Total Rows - Select to use grand totals or sub totals for the row values.
- Show Total Columns - Select to use grand totals or sub totals for the column values.
- Show Zeros - If checked, zero values are included in the chart.
- Select the Chart/Pivot tab. You can see a preview of the chart and:
- Select the Grid button to see a grid/table view of the information.
- The columns selected in step 8 show in the Choose fields to add to report section. Check the check box for the columns to display in the chart. When you check a check box, the field displays in either the Filter, Columns Rows or Values box. This controls how the data is used in the chart. You can drag and drop the columns into different boxes to explore how your chart changes based on where the field is placed. As you make changes, the chart updates accordingly.
- Select the Advanced tab.
- Expand the Advanced section.
- Select the Access Type for the report:
• Only One User - If selected, only the user selected in the User drop-down can view the report.
• Everyone - If selected, all users can view the report.
• Users with Roles - If selected, only the role(s) selected in the Role drop-down can view the report. - Click OK.
Create the Dashboard Gadget
The below steps assume you are using an already configured dashboard, you are adding a new gadget to the dashboard and you have the proper security to edit the dashboard. See Dashboards for more information about creating a new dashboard and dashboard security.
- Click the Home button from the Global Navigation Bar. Your Dashboard screen opens.
- Select the dashboard to edit from the top of the screen.
- Click the Edit button on the right. The Edit Dashboard screen opens.
- Select the Gadgets tab.
- Click the Add button in the column where you want to add the new gadget. The Add Gadget screen opens.
- Enter a description for the gadget into the Description field. The description shows at the top of the gadget on the dashboard.
- Select the Chart/Pivot Report radio button from the Gadget Type selection.
- Select the area of Momentus Enterprise selected in step 6 of Create the Chart/Pivot Report from the Subject drop-down.
- Select the report created in Create the Chart/Pivot Report from the Report drop-down.
- Enter the number of pixels for the height of the gadget in the Height field. Most chart gadgets work best with a value of 500.
- Click OK.
- Click OK on the Edit Dashboard screen. The chart/pivot report displays on the dashboard. To view additional information for the chart, click on the area of the chart where you would like more information. A screen opens with the detail information for the chart.
Comments
30 comments
Is it possible to create an Executive Dashboard chart based on an EZWriter script?
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Hi Nikki,
It is not possible to create a chart based on an EZWriter script.
Thanks,
Maggie
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What I did was create an EZWriter data source to just put the data in the dashboard for the users and then they just copy and paste it into excel and create a chart from it.
It is not optimal but at least the data is at their fingertips. Hope that helps.
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Thanks Paul, that solution did cross my mind as well but can't see it going down well with our users :-(
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Hi there,
Is there anyway to export these to a word document or pdf, I can only see a print option but I want to actually insert these into our Monthly Board papers.
Thanks
kim
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Kim, no, direct Export to Word or PDF is available from the Dashboard. That said, from your Dashboard in the header for your Gadget you can Click the 1st Icon to expand the Gadget to full-window and within that Window you will find a Report button which gives you the option to Print, if you add a PDF Printer to your system (this is a mini program which acts like a printer but actually generates a PDF instead) you could select that Printer and create your PDF.
Look at the Graphic for "Additional Useful Information - Printing" in the Article above.
I hope you found this response useful.
Dave S.
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Hi,
I am using 20.82.
When I select service orders under the subject, I could not find any "Add" button for me to click on under the selection of report. Could you assist me with your advices.
Thanks,
Chew
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Chew, can you please send me a screenshot of what you see (viviane.neumann@ungerboeck.com) so that I can have a look at this? Thank you
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Chew:
I've attached a Screen shot of what you should see when you Edit a Dashboard to add a Gadget as a View using Service Orders.
You will see a list of Reports from the Service Orders which are available to utilize as your Gadget.
You cannot add a new Report from that window, you must have the Ungerboeck Dashboard, which is the advanced Dashboard which gives you access to Reports where you can Add a new Tabular or Chart Pivot Report to add new Reports.
Now... if you created some new Report and you set it up for "Only One User" or "Users with Roles"... then that could be the problem, as this might block you from being able to View the Report on your selected Dashboard.
Aside from that, hopefully if you can provide us a Screen Shot or explain the Steps you're following, then it might help us to diagnose your issue.
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Hi,
Is there any tutorial about creating KPI/gauge report? I created one to see if the revenue met the goal, but the pointer of the revenue always show at 0.
Thanks
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Hi,
As of today there is no article yet, but I will communicate this internally. Until then, feel free to drop me a screenshot of your Setting, so that I check what needs to be changed: viviane.neumann@ungerboeck.com
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Hi,
I tried following the above steps and I dont see anything to select in the Report dropdown box.
Is there anything we need to setup beforehand to have reports showing in this selection box ?
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Hi Valéry,
In case you are referring to the general article: It is normal that you do not have any reports in the drop-down. You will need to create those the first time (as per the instructions).
Or what were you referring to? Thank you
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I don't see instructions to create a report. Do you have a link to share ?
Or maybe are you talking about the above point 4) Click on the "Add button" ?
In this case, same as Chew. I don't have this button in the dropdown box.
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Yes, I was talking about the "Add" - In that case like you noted: see the reply of Dave. Let me know if you need more help.
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KPI and Gauge articles are now online
https://supportcenter.ungerboeck.com/hc/en-us/articles/115003630888-Configuring-a-KPI-Gadget
https://supportcenter.ungerboeck.com/hc/en-us/articles/115002983307-Configuring-a-Speedometer-Gadget
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Is there a way we can have a Report we create on the dashboard, but it defaults to the Gridview and not the chart view? the Gridview is the view I wish to represent to the user
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Hello Kieron,
Would you like your Users to ONLY see the gridview (and not the chart), or to see the gridview first and if they want they can switch to charts?
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Ideally in this case see the gridview first, they may not need to see the chart, but if they want to its up to them to click on it.
Have the option to only see the gridview would be fine as an option as well.
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There is currently no way to limit the Users via Role for them to only see the grid view, and not the Chart. What you can do is suggest the Users to click on the grid view once; as the system remembers what has been opened last, the next time they open the Dashboard with the charts, it is automatically the grid view which will appear.
If this is not enough, feel free to enter an Enhancement Request. Kind regards
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Is there a way to reverse the sign of the data in reports?
I am doing a report on Revenue GL's and they are credits so the charts are upside down.
I tried custom formatting but as it doesnt change the raw data it doesnt help.
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Kieron, Do I understand correctly that you would like to change the sorting of the column? And if so, could you pls send us an example, so that I can best answer your question? Thank you
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Hi Viviane.
If you see I am pulling through from GL Inq on PTD
in "Raw Data" tab it is showing negatives, which is correct as it is a revenue GL
So when you put this in a report it goes right to left as its negative
I wish to have the signs reversed so they are positive and graphs to left to right.
I can of course create a formula field etc and reverse it that way, but I feel there should be a way to do it without creating an extra field.
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Hi Kieron,
The only way to get that result would indeed be to work with a formula field.
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I'm struggling with creating Reports over GL data.
1) When using GL Inquiry as the data source, I am unable to enter any meaningful FYP filters. I only have a single FYP to select and there is no 'relative' option. I want to do a Year on Year report. How do I do that? I cannot event select YYYY-00 to get a full year as Period 00 is invalid.
2) So I try my luck with Journal Entry Detail (a very confusing name for GL Transactions indeed!) as the source and as soon as I try getting any data, I get a System.OutOfMemory error.
😢
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Sean - Patch C should contain a first version of a GL Inquiry (GL Account History) dashboard that allows you to:
1.) Reports across multiple periods
2.) Reverse the sign of revenue for reporting purposes
The relative period filtering is still something that is in the works for v30 - but I understand the value of this.
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Thanks Ryan,
Are you suggesting that Fiscal Period controls will never be available in v20? I really think these should be there now as it is impossible to make views and reports as is.
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When can we expect to be able to add Charts with multiple series (and multiple scales)?
Use case, I want to run Forecast Revenue and Forecast Attendance (or # Events) on the one chart as one informs the other, however, due to their wildly different scales, it is not practical. I'd also like one to be a column and one to be a line - not sure if that's possible currently either?
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