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Creating Series Selection Tabs

Setting up a Time Based Series Selection Report

1. Click on the Create link to begin building your series selection report

2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool.

3. Select Ski Team as the Source System and Database View (if not already selected).

4. Now click either the button or the button to proceed.

5. You should now be on the Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart.

6. Now you need to add metrics to your report. Click on the icon next to the Camp category to expand it.

7. Drag and drop the Start Date field into the Columns area.

8. Now expand the Athlete category and drag and drop the Athlete ID dimension into the Columns area below Start Date. You will need to apply an aggregation to this field so that the number of Athletes are shown, rather than the Athlete IDs.

9. Select the Athlete ID field and then click on the Count button. The Athlete ID should now appear with this icon.

10. You will also need to drag the Invoiced Amount and Camp Rating fields below the Athlete ID.

11. Click on at the top of the page to move to the next step.

12. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.

13. Open the Chart Menu, select Line as the Chart Type and click on the picture of the Line Chart to select it.

14. Click Save, this will load the options for a Line Chart.

15. In the Chart Data section you will need to select fields for each setting in the chart.

16. Set the Label to Start Date, ticking the Time Series option that appears.

17. Select each of the three series available.

18. Click Refresh to generate your chart.

19. You should now have a chart that looks like the one pictured.

20. Open the Settings menu and set the Visable Series Selection option to Yes. You will then be presented with a display option.

21. Select the Left Panel option for display.

22. You will also need to specify the desired trend. In this case the trends should be set to Up.

23. You will also want to set the Units displayed in the chart to Month in order to aggregate the data resulting in a clearer chart.

24. Click on Save to see your changes on the chart.

Before finishing with the chart, the chart title should be removed in order to save screen space.

25. Open the Title menu.

26. Change the Chart Title option to None and click Save.

27. Click on the Close button to go back to the Report Preview page.

Before activating this report, the series names should be formated in order to make the series selection panel more user friendly.

28. Click on the Columns link at the top of the menu bar.

29. Select Count Athlete ID from the drop down list.

30. Open the Display menu and change the Display Name to Athletes.

31. Click Save to complete.

32. Repeat these steps for the Sum Invoiced Amount field, updating the name to Invoiced.

33. Click on the Save Menu and use Series Selection – Time Series Line as the Name.

34. Type This Series Selection Line Chart was created using the Dashboard Tutorial as the Description.

35. Enter Tutorial as the Category and Charts as the Sub Category.

36. Click Activate.

37. Your report should now match the one displayed here.

Setting up Series Selection Reports

1. While still on the Series Selection – Time Series Line report, click on the Copy button to create a duplicate of the report you can manipulate and save separately.

From here you will be taken to the Report Data step of the report builder. Instead of viewing the series by Camp Start Date, this report will view them by Camp Demographic.

2. Drag the Start Date off the Columns list and drag the Camp Demographic into its place.

3. Click on at the top of the page to move to the next step.

4. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.

5. Click on the Chart Menu, select Bar as the Chart Type and click on the picture of the Proportional Bar Chart to select it.

6. Click Save, this will load the options for your Chart.

7. In the Chart Data area, ensure that the Label is set to Camp Demographic. All other options should have been carried through from the original report during the copy process.

8. Click Refresh to generate your chart.

9. Once generated, you may notice your chart does not look ideal. To address this first resize the chart, dragging the bottom right corner, to ensure it is as clear as the one pictured here.

10. In order to further style the chart, click on the Labels menu and select the Custom option for both Label Style and Value Style.

11. Set the options to:

Value Style: Arial, 16pt, Bold
Value Style: Arial, 12pt, Italic

12. Click Save to update your chart.

13. Click on the Close button to go back to the Report Preview page.

14. From here you will need to activate your report. Click on the Save Menu and use Series Selection Proportional Bar as the Name.

15. Type This Series Selection Proportional Bar Chart was created using the Dashboard Tutorial as the Description.

16. Enter Tutorial as the Category and Charts as the Sub Category.

17. Click Activate.

18. Your chart should now look like the one pictured here.

You will need a third report to display on the dashboard for this tutorial. Copy the Proportional Bar report to create the last report.

Once again you will be copying the report and changing the dimension that the series are being categorised by.

19. Copy the report.

20. Remove the Camp Demographic field, replacing it with the Camp Region field.

21. Continue to the Report Preview page and then move to the Chart Builder.

22. Click on the Chart Menu, select Pie as the Chart Type and click on the picture of the Pie Chart to select it.

23. Click Save, this will load the options for your Chart.

24. In the Chart Data area, ensure that the Label is set to Camp Region.

All other options should once again have been carried through from the original report during the copy process.

25. Click Refresh to generate your chart.

As with the previous report, this chart would benefit from some custom label settings.

26. Click on the Labels menu.

27. Set Labels to Yes, ticking the Category, Value, and Percentage options for contents.

28. Set the Style to Custom with the following: Arial, 11pt

29. Click Save to update your chart.

You may notice that you now have the Camp Region displayed twice in the chart; once in the labels, once in the legend. Remove the legend to clean up the chart display.

30. Click on the Position menu, setting the Legend Position to None.

31. Click Save to update your chart.

32. Click on the Close button to go back to the Report Preview page.

33. From here you will need to activate your report. Click on the Save Menu and use Series Selection Pie as the Name.

34. Type This Series Selection Pie Chart was created using the Dashboard Tutorial as the Description.

35. Enter Tutorial as the Category and Charts as the Sub Category.

36. Click Activate.

37. Your chart should now look like the one displayed here.

Adding Reports

1. To add a standard tab click on the Add Tab link on the Dashboard page and select the Standard option.

This will bring up a blank tab, ready for Reports to be added.

2. To add a report to the dashboard, you will need to search for it in the list of active reports. Type Series Selection into the search box and click on to see results.

3. One by one, drag these reports onto the tab, placing them as follows:

Series Selection – Time Series Line in the top portlet
Series Selection Pie in the left portlet
Series Selection Proportional Bar in the right portlet.

4. Your tab should now look like the one pictured here.

Linking Series

1. The last step in setting up a Series Selection tab is to link the series. Click on the Series Select menu.

Firstly, you will need to select a master report to join your other reports to.

This will be the report you select series on, through dashboard, so select the one that displayed series the way you want.

In this case you’re going to choose the Time Series report in order to select the series through a panel display, rather than a drop down list.

2. Select the Series Selection Time Series Line as the Master Chart.

3. Set the Default Field to Athletes.

Once you’ve selected the master report, you will notice the other reports on the dashboard listed directly underneath on the left.

You will need to select these one by one and link them to the master, much as you would during the analytic setup.

4. Click on the Series Selection Pie.

You will know it’s selected by the blue border around it.

5. Link up matching series to the ones listed from the master report:

Athletes = Athletes
Invoiced = Invoiced
Avg Camp Rating = Avg Camp Rating

6. Click Save to complete the links.

7. You will notice that the Series Selection Proportional Bar report has a red border. This means it still requires the links to be set up. Follow the same steps as above to link this report.

8. You should now have no red borders.

9. Click on Return to Dashboard to finish the linking process.

10. From here you will need to activate your tab. Click on the Save Menu and use Series Selection Tab Tutorial as the Name.

11. Type This tab was created using the Dashboard Tutorial as the Description.

12. Click Activate.

Using the Series Selection

Using the series selection on the dashboard is the same as on an individual report.

1. Simply select the series you want to view, Invoiced for example, on the master report.

2. Your charts should all be displaying the Invoiced series.



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