With Xtraction's dashboard and document designer tools, you can extract business intelligence data from connected data sources into interactive, real-time dashboards, or into a variety of document file formats. In Xtraction, this data is referred to as "components."
The components that are available for adding to a dashboard or document will vary by data source type. A dashboard can contain one or more available components selected from the eight component types defined below.
Available components display in the navigation pane's expandable components list. To create a dashboard, drag and drop one component at a time onto a pane of the dashboard design canvas. The image below shows how this occurs in the Dashboard Designer tool:
To change a component in a pane, you can drag and drop a new one on top of it.
When replacing a component in a pane, ensure that you release your cursor in the pane and not on the pane's heading, which will cause the action to fail.
Each component type has its own design attributes. Some component types enable you to show multiple, independent series of data from separate data sources. With these same components, you can also set up a calculated series that aggregates the data across those data sources.
The available component types are:
•Time components: Visually represent data using selected time slices. Available formats include column, grid, calendar, and so on, as well as stacked and 100% stacked formats, which enable you to portray the data in comparative context.
•Group components: Summarize data by data-source attribute (available formats include pie, bar, bubble, and so on). Group components may have multiple independent series, each coming from a different data source.
•Tree components: Summarize the data of one or more data-source attributes and display the result in a hierarchical list.
•Pivot components: Show a multi-dimensional pivot based on rows and columns. Supports group and time pivots.
•Scorecard components: Summarize an entire data set to provide a single result instead of slicing by time or group as in the above components.
•List (record) components: Display raw data retrieved directly from data sources (without summation). For the list components of each data source, your administrator may have created a default list of viewable columns to tailor the content.
•Text components: Show simple text, such as when you need to display a large heading on a monitor or projector so that it's visible from a distance. You have the option of formatting the text as a URL to be opened in a new browser window.
•Image components: Display an image retrieved from the Xtraction server or from a URL, such as a vendor logo if a dashboard is combining data from multiple data sources from different vendors.
Learn how to
With large data sources, you may find that the components list is too long to scroll through easily to find what you want. To simplify the list and reduce the number of items, use the filter icon.
1.On the navigation pane's Components panel, click the filter icon.
3.To remove the filter, close the text box.
When components are displayed in a dashboard, you can view the underlying data in more detail using a variety of methods, such as:
•Clicking the record count number in the header ("360" in the image below) to show the full list of detailed records underlying the component. Not all components have record counts.
•Hovering over individual data points to see more details ("ThinkPad W530" in the image below).
•Clicking data points within a particular component to open a menu where you can cross-filter components:
•Filter Components (Replace): Replaces any existing temporary filter conditions with a new temporary filter. For example, if you select this option on "ThinkPad W530" below, the filter condition is applied to other components in the display to show data with the corresponding focus.
Note that the temporary filter is only applied to components that pull data from the same data source or that are linked in the data model via field groups.
•Filter Components (Add): Creates a filter condition based on the selected item and adds it to the existing temporary filter conditions.
•View Records: Displays the underlying record set.
To re-establish the base display after adding a temporary filter: In the pane's header, click the icon and select Clear Temporary Filters.