telephone:InetSoft Product Information: Financial Dashboard Reports
Looking for software for making financial dashboard reports? InetSoft offers a Web-based dashboard platform that enterprises can deploy quickly easily build any kind of financial dashboard. View a demo.
Changing Dashboard Assets - InetSoft's dashboard software provides users with the flexibility to make changes to dashboard data assets in real-time as the need arises. o modify a non-tabular asset (Named Condition, Named Grouping, Date Range, or Variable), right-click the asset title bar, and select 'Properties' from the context menu. To mark an asset as the Primary asset, right-click on the asset's title row, and select 'Set as Primary' from the context menu. The Primary asset is displayed with a bold title. The Primary asset is the “main result” of the Worksheet. It is this Primary asset that you will access from within reports or other Worksheets. When you save a Worksheet, the Primary asset determines the appearance of the Worksheet in the Asset Repository, and how the Worksheet can be used. You can delete an asset inside the Worksheet that contains it. You can also delete an entire Worksheet in the Asset Repository. To delete a table or other Worksheet asset, follow these steps...
 |
Click this screenshot to view a five-minute demo and get an overview of what InetSoft’s BI dashboard reporting software, Style Intelligence, can do and how easy it is to use. |
Changing Dashboard Images - InetSoft's dashboard software gives users the flexibility to change dashboard images in order to provide a clear and concise data display. You can dynamically set the image file (gif, jpg, etc.) of an image component using a variable or an expression. Follow the steps below: 1. Add an image element into the Viewsheet. Right-click and select the 'Properties' option. This opens the 'Image Properties' dialog box. 2. Select the Advanced tab and select 'Dynamic Image Selection'. 3. From the drop-down menu, select 'Expression' or 'Variable', depending on the mechanism you wish to use to set the image property. 4. If you choose 'Expression', click the 'Formula Editor' button, and add a script in the text area. A typical script might take the following form: if(condition) { 'image1.gif'; } else { 'image2.gif'; } You can specify an image by the uploaded image name (e.g., 'image1.gif') or a resource path on the server (e.g., '/library/image1.gif'). 5. Click 'OK' to close the Formula Editor, and then click the 'OK' to close the 'Image Properties' dialog box. The Image component now displays the specified image file...
Changing the Appearance of a Dashboard Chart - You can change the static appearance of chart elements by using a static VisualFrame. For example, you can set static colors, sizes, and textures to enhance the aesthetic appearance of a chart. Consider the script below. This creates a basic point (scatter) chart displaying the dimensions 'State' and 'Quantity'. However, the points are rather small and hard to see. To increase the size of the points and assign them a bolder color, use a StaticColorFrame and a StaticSizeFrame. Follow these steps: 1. Create a new StaticColorFrame object, and specify a static color (red). 2. Create a new StaticSizeFrame object, and specify a static size. 3. Assign the StaticColorFrame and StaticSizeFrame objects to the GraphElement. The complete script is shown below. The points are now large and red...
Color Dashboards - There are a dozen colors in the classic color wheel, but InetSoft's color dashboards throw in several dozen more. Avoid critical and costly errors by color coding all of your data. View this article to learn how. You can represent data values using the following visual formats: Color, pattern, size, or text. These formats can be applied to an entire dataset or to a subseries within a dataset. The following sections explain how to add visual formats to a dataset. To add a fixed visual format (not keyed to data), click the ‘Edit’ button in one of the format fields in the ‘Visual’ pane: ‘Color’, ‘Shape’, ‘Size’. If no dimension or measure is specified for that field, the selected format is applied globally. If a dimension or measure is specified for the field, the formatting is keyed to the data in that field; see the related sections for more information. To add a visual format to a dimension, simply drag the desired dimension from the ‘Data Source’ tree to the desired format field in the ‘Visual’ pane (‘Color’, ‘Shape’, ‘Size’, or ‘Text’). If the dimension is not already used on the chart X-axis, this creates a new subseries using the specified formatting...
Combining Dashboard Data - Users can combine data from several sources using InetSoft's award-winning dashboard software - a robust feature filled business intelligence application that produces brillant data visualizations. One of the Data Worksheet's most powerful capabilities is combining tables from different data sources into unified Data Blocks. This section explores the different ways that Data Tables can be combined. A Concatenated Table is a table generated by one of the following set operations: Union, Intersection, and Minus. These set operations are called concatenations. Candidate tables for concatenation should have the same number of columns, and corresponding columns of each table should have the same data type. A Concatenated Table is a type of Composition Table. See Editing a Composition Table for information about other properties of Composition Tables. You can only concatenate two tables at a time, but any Concatenated Table can be used in further concatenations. To concatenate multiple base tables, first concatenate two of the base tables, and then concatenate the resulting Concatenated Table with the third base table, and so on....
| Previous: InetSoft's Dashboard Platform | Next: Portal Dashboards |
More Resources:
 |
Analysis or Analytics Product Information | |
|
Business Intelligence Product Information | |
|
Data Modeling Information | |
|
Performance Management Product Information | |
|
Reporting Product Information |
