Scorecard components

Complete this procedure in either the Dashboard or Document Designer. This procedure assumes content from one of your data sources is already open in the details pane and displayed in a scoreboard component format.

To edit components in a saved dashboard, you must first click the icon.

1.In the title bar of the scoreboard component you want to edit, click the icon and select Component.

2.The Scoreboard Component dialog displays the following options:

• General tab

•Title: Title for the scoreboard component as it appears in the details pane.

•Series: A series list defined for the component. For details about setting up a series, see the section below.

•Output tab

•View: Display method for the series (scoreboard or grid).

• Hide 0's: Hide data that shows only a zero (no real data value) .

•Show title summary: Xtraction creates a title summary of what the component does, along with your own title. If you clear this option, the default summary is removed. For example, the title "Incidents (Last Month)" becomes just "Incidents."

•Show series title: Select whether to show the series title when in scoreboard view.

• Alert rules tab

•Select colors to use in the results triggered by values within the data. Right-click in the columns area and select Add rule to enter an operation, value, colors for text and background, and notes about the rule if needed. Any added notes will display in the component header when you mouse hovers over the notes icon.

•Note that alert rules at the series level will override alert rules at the component level.

•Notes tab

•Enter explanatory text directly into the blank area, which will display when your mouse hovers over the notes icon for the component. If Show notes is selected for an export, these notes are included in that component export.

1.In the Scoreboard Component dialog > General tab > Series area, right-click and select Add series.

2.The Scoreboard Component Series dialog displays with these options:

•General tab

•Title: Title for the scoreboard series.

•Name: Optional. Name of the series if it's being used within a calculated series.

•Data source: Data source used for this series.

•Summary type/field: Summary condition (options include count, sum, average, min, and max) and field you want to summarize.

•Output tab

•Value format: Format used when displaying numerical values.

•Visible: Select if you want the series to be visible in output.

•Filter tab

•Criteria used to filter the data from the data source. This data is used in combination with the date condition you set up under the General tab. Right-click in the blank area and select to create filter or open a saved one. For details about filters, see Filtering data.

•Alert rules tab

•Enables you to select colors to use in the results triggered by values within the data. Right-click in the column area and select Add rule to enter an operation, value, colors for text and background, and notes about the rule if needed. For example, if your data contains the summarized value "Very high," you can define the output to display in red for this value.

•Note that alert rules at the series level will override alert rules at the component level.

1.In the Scoreboard Component dialog > General tab > Series area, right-click and select Add calculated series.

2.The Scoreboard Component Series dialog displays with these options:

•General tab

•Title: Title for the series.

•Name: Name of the series for use within the calculated series expression.

•Expression: A mathematical expression that calculates the required value. For details, see the Expressions section below. To ensure your entry is valid, click the checkmark icon.

•Output tab

•Value format: Format used when displaying numerical values.

•Visible: Select if you want the series to be visible in output. If you want to hide any series used in the calculation, clear this option.

•Alert rules tab

•Select colors to use in the results triggered by values within the data. Right-click in the columns area and select Add rule to enter an operation, value, colors for text and background, and notes about the rule if needed. For example, if your data contains the summarized value of "Very high," you can define the output to display in red for this value.

Use expressions to calculate values for your series. Expressions can use values from other series as parameters. Currently, expressions are limited to returning only numerical values.

You can use the following items within an expression:

Parameters

Parameters are case sensitive, and you need to enclose them in square brackets.

•[S1]: Current value for series one.

•[S1_TOTAL]: The total for series one.

Expressions can use values from other series when being evaluated. There are two ways to refer to another series—by using the series index, or by using the series name (if set up):

•Series index: You can refer to another series by using its index. The index for the first series is 1 and the second series is 2. For example, when adding two series together: [S1] + [S2]

•Series name: If you've set up the series with a name, you can refer to it by that name in an expression: [INCIDENTS] + [REQUESTS]

Operators

•Add (+): [S1] + [S2]

•Subtract (-): [S1] - [S2]

•Multiply (*): [S1] * [S2]

•Divide (/): [S1] / [S2]

•Modulus (%): [S1] % [S2]

•Primary ((,)): ([S1] * ([S2] + [S3])

Functions

•Abs: Returns the absolute value of a specified number—Abs(-1), Result: 1

•Ceiling: Returns the smallest integer greater than or equal to the specified number—Ceiling(1.5), Result: 2

•Floor: Returns the largest integer less than or equal to the specified number—Floor(1.5), Result: 1

•if: Returns a value based on a condition—if(condition, true-value, false-value) if(True, 1, 2), Result: 1