(v24) Quick Start Reference - Use Managed Dashboards, Reports, and Visualizations

Quick Start Reference - Use Managed Dashboards, Reports, and Visualizations

This applies to: Managed Dashboards, Managed Reports

Managed Dashboards

• Using the Managed Dashboards and Managed Reports Work Areas

• View Data With a Chart and Drill Down

• Building dashboards with performance in mind

• Edit Versus View Mode and Sandbox View

• Use a Scorecard in a Managed Dashboard

• Use a Dashboard in a Report

• Share and Export Symphony Dashboards and Reports

• Share Options for Managed Dashboards and Reports

• Dashboard Editing Export Options

• Add a Change Layer Action on Ready Event

• Add a Script to Set the Dashboard Title

• Connect to OLAP Data and Apply a Formula

• Set Up Date Mapping on a Native OLAP Cube

• Database Write Back

• Responsive Layout Dashboard Mode

• Set Up a Navigational Image Button

• Design Overview

• Design Tips

• Drag and Drop an Image File (JPEG or PNG)

• Using Image Brushes

• Using Menu Layers

• Using Personalization

• Using the HTML Label Component

• Create a Dashboard Template

• Styles and Themes

• Themes

• Styles

• Built In Styles and Themes

• Using Interactions

• Adding Filters

• How To Set Up a Slideshow

• Disable View Functionality

• Implementing a Mobile Optimized Navigation Menu

• Improving Responsive Mode With CSS

• Using a Template Grid for Resizing

• Layers and Groups

• List of Keyboard Shortcuts

• Using Code Libraries

• Writing Scripts Using Browser Developer Tools

Managed Reports

• Using the Managed Dashboards and Managed Reports Work Areas

• Share and Export Symphony Dashboards and Reports

• Share Options for Managed Dashboards and Reports

• Symphony Managed Reports

• Managed Report Layout Regions

• Report Headers and Footers

• Page Headers and Footers

• Grouping Hierarchy Region

• Group Headers and Footers

• Group Body

• Child Groups

• Sibling Groups

• Report Layout Example

• Design Tips for Reports and Scorecards

• Autocreate Reports and Scorecards

• Position Elements of Reports and Scorecards

• Align Elements

• Arrange Multiple Elements

• Resize Elements

• Resize Regions

• Auto Expand to Fit

• Customize Region Cells

• Display Alternating Row Colors

• Display Separator Lines

• Report Options

• Placeholder Labels

• Page Breaks

• Show Headers

• Reset Page Numbering

• Convert Scorecards and Reports

• Styles and Themes

• Themes

• Styles

• Sample Themes JSON File

• Using Interactions

• Change Label Color By Script

• Promote a Report Column to a Hierarchy

Embedding

• Embed Options

• View Type

• Embed Ad-Hoc

• Managed Dashboards and Reports Embed Viewer

• Embed Metric Sets

Visualizations

• Setting Up the Visualization

• Visualization Tab Examples

• Working With Gauges

• Using Chart Properties

• Creating a Box Plot

• Creating a Funnel Chart

• Using Symphony Recommendations

• Sorting a Table Visualization

• Using a Table Visualization

• Display Date Only on Column Instead of Date/Time

• Hide a Column

• How to Create a Variable Width Column Chart

• Overlap Labels Placed Outside of Data Points

• Show or Hide Total Values On a Chart

• Sorting a Table Visualization

• Using a Chord Diagram

• Using a Map Visualization

• Displaying Symbols on a Map

• Using a Pareto Chart

• Using a Pie Chart

• Using Radar Charts

• Using a Range Bar Chart and Visualizing a Project Schedule (Gantt Like Chart)

• Using a Relationship Diagram

• Using a Sankey Diagram

• Using a State Indicator

• Using a Tree Diagram

• Using a Treemap

• Using a Waterfall Chart

• Add Variances

• Using a Word Cloud Visualization

• Get the Selected Rows in a Table

• Handling No Data and Data Errors

• How To Get The Unique Name of a Hierarchy Member

• How To Set Up a Slideshow

• How To Set Up Menu Navigation

• How To Set Up Tile Navigation

• Using a View Container

• Modify the Context Menu Using Script

• Read Data From a Visualization By Script

• Rename a Script

• Add a Data Image

• Adding a Data Label

• Adding a Diagram

• Add a Legend

• Aligning Data Point Labels Inside Bars

• Apply Colors to Data Points or Series Using Color Rules

• Calculate Histogram

Scorecards

• Symphony Scorecards

• Design a Scorecard

• Create a New Scorecard

• Add a Row Grouping

• Add Sales by Date

• Add Order Count

• Add Sales by Territory

• Adjust the Group Header

• Add an Axis

• Add a Line Separator

• View and Edit Your Scorecard

• Design Tips for Reports and Scorecards

• Autocreate Reports and Scorecards

• Position Elements of Reports and Scorecards

• Align Elements

• Arrange Multiple Elements

• Resize Elements

• Resize Regions

• Auto Expand to Fit

• Customize Region Cells

• Display Alternating Row Colors

• Display Separator Lines

• Share Axis Scales in a Scorecard

• Use a Scorecard in a Managed Dashboard

• Sticky Headers for Scorecards

• Recommended Data Visualizations

• Display Group Data

• Convert Scorecards and Reports

• Using Interactions

Filters

• Adding a Dynamic Element Filter

• Adding Filters

• Check Similar Parameters in a View

• Creating Custom Tokens

• Filter Child Dashboards From a Parent Dashboard

• Using a Cascading Member Filter

• Using a Play Axis Filter

• Using a Slider Filter

• Using Search in Filter Controls

• Using the Checkbox List Filter

• Using the Parameter Update Button

• Modify a Filter / View Parameter Using Scripting

• Set Filter Value By Script

• Set Token Value By Script

Formulas

• Adding Formulas

• List of Formulas

• Using a Formula Visualization

• Accumulation Distribution

• Aroon Oscillator

• Average Directional Index

• Average True Range

• Bollinger Bands

• Chaikin Money Flow

• Chaikin Oscillator

• Commodity Channel Index

• Correlation Matrix

• Correlation

• Cumulative Total

• Data Outliers

• Distance

• Exponential Moving Average

• Exponential Smoothing

• Fast Stochastic

• First Subset

• Histogram

• Historical Volatility

• K-Means Clustering

• Last Subset

• Maximum Subset

• Mean (Simple Average)

• Median

• Middle Subset

• Minimum Subset

• Mode

• Momentum

• Money Flow Index

• Moving Average Convergence-Divergence

• Moving Average Envelopes

• Moving Average

• Negative Volume Index

• Normal Distribution

• On Balance Volume

• On Balance Weighted Volume

• Parabolic SAR (stop-and-reverse)

• Percent of Total

• Percent Rank

• Percentile

• Population Standard Deviation

• Positive Volume Index

• Rank Function

• Rank Value

• Rate of Change

• Relative Strength Indicator

• Sample Standard Deviation

• Slow Stochastic

• Stochastic Oscillator

• Totals (Sum)

• Trend and Forecasting

• Trend Confirmation Indicator

• Ultimate Oscillator

• Variance

• Volume Oscillator

• Weighted Moving Average

• Williams %R (or Percent Range)

• Zig Zag Subset

Interactions

• Using Interactions

• Create a Help Overlay Using Layers

• Expand Or Collapse a Template Grid Cell

• Navigate to URL

• Set Up a Data Input Interaction

• Set Up a Drill Down Interaction

• Set Up a Filter Interaction

• Set Up a Hover Over Interaction

• Set Up a Navigate Interaction

• Use a Button to Apply a Filter Value

• Using the Script Editor

• Context Menu Not Working

Metric Sets

• Symphony Metric Sets

• Select and Group Data for a Metric Set

• Move, Reorder, Remove Data for a Metric Sets

• Replace Data in a Metric Set with a Hierarchy

• Visualizations for Symphony Metric Sets

• Sort and Filter Metric Data

• Change Levels in a Hierarchy for a Metric Set

• Expand and Collapse Hierarchies for a Metric Set

• Measure Options for a Metric Set

• Totals for Metric Sets

• Data Summaries for Metric Sets

• Other Metric Set Tools

• Add a Count Measure to a Metric Set

• Add a Period Over Period Comparison

• Create a Metric Set and Add a Filter

• Use a Drop Down List to Switch Metric Sets With Scripting

Small Multiples

• Create Small Multiples

• Select a Repeating Hierarchy

• Add a Visualization

• Display a Crosstab

• Sort and Filter Small Multiples

• Headers and Footers

• Resize and Customize Cells

• Chart and Gauge Axes

Alerts

• Symphony Notifications (Alerts)

• Set Up a Notification

• Notification Types

• Notification Options

• View or Update Notifications

• Troubleshooting Notifications

Notes (Annotations)

• Collaboration Using Notes (Annotations)

• Add a Note to a Data Point

• Delete a Note

• Reply to a Note

• Edit Security Permissions for a Note

Data Annotations

• Collaboration Using Data Annotations

• Data Annotation Privileges

• Correct a Value

• Change a Corrected Value

• Delete a Correction

• Prevent Corrections

Projects

• Working With Projects

• Check In, Check Out and Auto Saving

• File and Folder Properties

• Create Tenant Projects

• Watermarking Sanctioned/Non-Sanctioned Data

Logi AI

• Logi AI

• Getting Started With Logi AI

• Use and Embed Chatbots In Your Application

• Logi Symphony Document Loader

• Logi AI Limitations