BUILDING DASHBOARDS USING

POWER-LINK AND

ENTERPRISE INTEGRATOR

OBJECTIVES

WHAT YOU WANT TO SHOW?

ACTIVITY

SOME IDEAS TO THINK ABOUT:

• HOW WOULD YOU SHOW A SALES REP THEY ARE MEETING THEIR SALES

COMMITMENT?

• SALES PER REP?

• LATE SHIPMENTS?

• TOP PRODUCTS?

• BELOW MARGIN SALES? OPEN QUOTES?

VISUALIZE WITH STICKY NOTES. WHERE DO YOU WANT GRAPHS, DATA, GAUGES?

SMPLUS

DASHBOARD

• CURRENT

ISSUES

• PERSISTENT

ISSUES

• DRILL INTO

THE DETAILS

LEARN HOW IT’S DONE

DASHBOARD COMPONENTS

DASHBOARD

GRAPHS

GRAPH CARDS

• BAR

• LINE

• PIE

DASHBOARD BAR GRAPHS

BAR HORIZONTAL BAR

STACKED BAR HORIZONAL STACKED BAR

DASHBOARD LINE GRAPHS

LINE

STACKED LINE

DASHBOARD PIE GRAPH

DASHBOARD TABLES

LIST TREE

DASHBOARD GAUGES

COMPONENT LIMITATIONS

• COLOR

• SIZE

• DATA

• LABELS

PUT IT TOGETHER

Compound Card

• Table

• Line Graph

PUT IT MORE TOGETHER

Compound Card of Compound Cards

• Compound Card

• Compound Card

• Compound Card

• Compound Card

PUT IT ALL TOGETHER

Compound

Card of

Compound

Cards

• Compound

Card

• Compound

Card

ADJUST YOUR DASHBOARD

GRAPHS – WHAT TYPE

DATA – HOW TO SHOW

OVERALL LAYOUT

LET’S DO ANOTHER ONE STEP BY STEP

On the

Environment tab,

History tab at the

bottom, open the

User Task Logging icon.

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From the menu

bar, choose

Customize then

Cards…

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Select (new) at

the top. Click on

the New button.

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Click on Graph

card. Click the

Continue button.

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Enter the name User Applications Graph. Select the Graph type of Horizontal Bar. Change the Contents to Users Application Task Logging. Lastly create a sort called Total Year Descending and use it. Click on the Sample tab.

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Add the Total year

attribute. Be sure

to choose the one

from the User

Application Task Logging not the

User Task Logging.

Click on the

Options tab.

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Choose Right for

the Legend

position.

Click on the Labels

tab.

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Select Outside bar

for the Value

labels.

Click on the Save

button.

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Let’s create our

Compound card

so we can check

our work.

Select new and

Click on the New

button.

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Click on the

Compound Card and then the

Continue button.

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Enter the name

User Dashboard.

Select Section 1

and Click on the

Change button.

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Click on Include

cards and select the

User Applications

Graph.

Click the Continue

button.

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Repeat the previous for Section 2 for now.

Click on the Savebutton and then the Continue button.

Now we will put the card in a card file. Select Customizefrom the menu bar then Card Files.

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Select (new) and

then click on the

New button.

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Enter the name User Dashboard.

Find the User Dashboard card on the left and click the Add card button.

Click the Savebutton.

Click the Continuebutton.

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Now double click

do display a record.

Then select the User

Dashboard card file.

Your card should

look something like

this.

Click Continue.

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Now we need to finish by creating two more graph cards and a list card.

Click on Customizethen Cards.

Then select (new) and click on the Newbutton.

Choose Graph card.

Click on Continue.

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Enter the name User Menu Options Graph.

Select the Graph type of Horizontal Bar.

Change the contents to User Menu Options Task Logging.

Create a sort called Year Descending for the Menu Option Used Count year and use it.

Click on the Sample tab.

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Add the attribute

Menu Option Used

Count Year from

User Menu Option Task Logging.

Click on the Options

tab.

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Select Right for the

Legend position.

Click on the Labels

tab.

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Select Outside bar

for the Value labels.

Click Save.

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Add this graph to section to of the User Dashboard compound card.

Display it to check your work. It should look similar to this screen.

Click Continue.

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Now we only have one graph card and one list card remaining.

Click on Customizethen Cards.

Then select (new) and click on the Newbutton.

Choose Graph card.

Click on Continue.

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Enter the name User Menu Options History Graph.

Select the Graph type of Line.

Change the Contents to User Menu Options Task Logging.

Select the Year Descending sort.

Click on the Sample tab.

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Add the attributes

as shown. Shorten

the labels to Year,

90 days, etc.

Click on the Labels

tab.

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Set the Sample labels

and Value labels to

On.

Click Save.

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Add this graph

to section 3 of

the User

Dashboard compound card

and display it to

check your work.

Click Continue.

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One more to go. Let’s get started on our list card. Click on Customize then Cards.

Then select (new) and click on the New button.

Choose List card.

Click on Continue.

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Enter the name User Menu

Options Tasks. Create a

List view that contains the

menu option last used date

and the description.

Shorten the column

heading to Last Used.

Create a sort by menu

option Last Used Date

Descending.

Click on Save.

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Add this card to

the User

Dashboard

compound card.

Give the History

card 75% of the

width.

Your results should

look similar to this.

DEPLOY IT

CONTROL OBJECT CARD ICON

KNOW WHAT TO CONSIDER• INTENTIONALITY

• GOOD NAMES

• ENTERPRISE INTEGRATOR

• Summarize Data

• Labels

• USE WHAT YOU HAVE

QUESTIONS?

THANK YOU FOR ATTENDING!