Develop > Customize KPIs, Metrics, Pages, and More > Prepare the Dashboard Display > The Pie Chart Component

The Pie Chart Component

The Pie Chart component displays the selected KPIs or Metrics distribution, either by selecting the different slices or by selecting a breakdown.

ClosedTo access:

You can view the report in the relevant page in the Dashboard.

To configure the component, where possible, click the Configure Component button in the component to display the component filter, or click here in Click Here to configure in the center of the component.

  • All the time periods used in the component are periods of the fiscal year (For example, the end of the fiscal year depends on the fiscal year you have set at the system level).
  • The component presents KPIs as if they were Metrics (that is, without statuses or thresholds).

  • Permissions. In the Dashboard components and in their configuration dialog boxes, you can only see the Scorecards, Perspectives, Objectives, KPIs, or KPI Breakdowns for which you have permission. If you do not have permission, you do not see that element. If you do not have permission to see all the elements in a component, the error message Data is not displayed because it does not exist or you do not have the correct viewing permissions. Contact your administrator is displayed.

Main task: Dashboard Display

ClosedAdd the Component to a Dashboard Page

To add a component to a page that is already formatted:

  1. In the Dashboard, select the relevant page (click the Page Gallery button if the page you want does not already appear in the Dashboard).
  2. Click the Components button.

  3. In the Component Gallery page that opens, click or double-click the component to place it in the layout area, or select the component and drag it to an area on the page.

    Note that double-click only works if you open the Component Gallery from the layout itself and not from the toolbar.

    • If the target area is hidden by the Component Gallery dialog box, click the Component Gallery dialog box title bar and drag it to another location on your screen.
    • If you are dragging a new component to a target area that already has a component defined, drag the new component to the title bar of the target area, and not to the part of the component that is colored white.

  4. Close the Component Gallery page. For user interface details, see Component Gallery and Component Categories.

  5. In the component, click the Configure Component button or click here in Click Here to configure in the center of the component.

  6. In the component Filter dialog box that opens, select the information you want to display and click OK.

    The component displays the required information.

For more information, see Page Layout and Components.

ClosedPie Chart View Component

The Pie Chart View component displays a pie chart that enables you to compare the values of the selected Metrics or KPIs for the selected time period or the values of the selected KPI Breakdown or Metric Breakdown dimension for the selected time period.

ClosedComponent Toolbar

Note The component toolbar description is common to all components. Some of the elements might be disabled in some of the components.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Component Menu. Opens a menu where you can select:

  • Preferences. Depending on the component you are current configuring, opens the <component_name> Preferences dialog box where you can change the name of the component in the page by changing the name in the Name field and clicking OK.
  • Wiring. Depending on the component you are currently configuring, opens the Wiring dialog box where you can wire the current component to other components. For details, see Wiring Between Components.

  • Refresh. Refreshes the display. The button is disabled in the Page Filter component.

  • Open in a New Window. Opens the component in a new window.

Configure Component. Opens the Configure Component dialog box for the relevant component. For details, see the relevant section below.

Note  

  • The button is disabled in the Breakdown View component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired KPI View, Historical View, or Rolodex components, the Breakdown View component displays the values of the KPI Breakdown for the selected KPI.
  • The button is disabled in the Forecast component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired Historical View, the Forecast component displays the forecast data for the selected KPI.

Note You can also click here in Click Here to configure it in the center of the component

Opens the online documentation page relevant to the component you are currently configuring.

Collapse component. Collapses the component.

To expand the collapsed component, click the button on the collapsed component.
Drag the Resize handle to enlarge or reduce horizontally the area occupied by the component.
Remove Component. Removes the component from the page.

ClosedComponent Contents

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

Note Some of the graphs below display thresholds. When the selected item is a Metric (that does not have thresholds), the graph displays the data without the threshold element.

UI Element

Description
<Display format>

You can modify the format of the display of some of the components on the fly, by selecting the relevant format. Some of the formats are not applicable to some of the components.

The formats you can select are:

  • - To display the contents of the component using the enriched vertical column format. For details, see Column Format.
  • - To display the contents of the component using the horizontal Rolodex or gauge format. For details, see Rolodex - Gauge format.
  • - To display the content using the multiple line format. For details, see Multiple or single line format.
  • - To display the content using the pie format. For details, see Pie format.
  • - To display the content using the bar format. For details, see Bar format
  • - To display the content using the horizontal enriched column format. For details, see Column format.
  • - To display the content using the vertical Rolodex or gauge format. For details, see Rolodex - Gauge format.
  • - To display the content using the single line graph format. For details, see Multiple or single line format.
  • - To display the content using the cluster bar format. For details, see Cluster Bar format.
  • - To display the content using the stacked bar format. For details, see Stacked Bar format.
  • - To display the content using the bar and line format. For details, see Bar and Line format.
  • - To display the content using the bubble chart format. For details, see Bubble Chart format.
  • - To display the content using the list format. For details, see List format.

For details, see On-the-fly Display Format Change in Dashboard Page Components.
<Breakdowns>

The cursor changes from an arrow to a hand indicates that the displayed item has a Breakdown.

Click the displayed item to list the available Breakdowns:

Click the relevant Breakdown to display its information using the same format as its parent.

You can then select another format by selecting it from the <Display format> list.

For details, see Change, On-Demand, the Breakdown Display.

ClosedPie Chart View Configure Component Dialog Box

Use the dialog box to configure the Pie Chart View component displayed in the Dashboard.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Multi Selection/
Breakdown Selection
  • Multi Selection. You use this option when you want to compare several metrics or KPIs. For details, see below.
  • Breakdown Selection. Select this option when you want to compare the values of the selected KPI Breakdown dimension.For details, see below.

<Search>

Enter the relevant string to display, in the tree, only the Metrics or KPIs (or Metric or KPI Breakdowns) whose name includes the string.

In addition, the child KPIs or Metrics of the filtered items are also listed even when the child names do not include the string.
Multi Selection

Advanced Search. Opens additional fields to help you refine the component's filter:

  • Status: Select one of the All, Good, Warning, Critical, or No Data values to display only the elements with the selected status, in the Active KPIs or in the tree area. When you select No Data, the search returns only the elements with no data.

  • Type. Select:

    • All. To display all the elements in the Active KPIs or in the tree with the selected Status.

    • KPIs. To display, in the Active KPIs or in the tree, only the KPIs.

    • Objective. To display in the Active KPIs or in the tree, only the Objectives and their KPIs.

    • Metrics. To display, in the tree, only the Metrics.

You can then select the relevant item if any.
Breakdown Selection

Advanced Search. Opens additional fields to help you refine the component's filter:

  • Status: Select one of the All, Good, Warning, Critical, or No Data values to display only the elements with the selected status, in the Active KPIs area. When you select No Data, the search returns only the elements with no data.

  • Type. Select:

    • All. To display, in the tree, all the elements.

    • KPIs. To display, in the tree, only the KPIs.

    • Objective. To display in the tree, only the Objectives and their KPIs.

    • Metrics. To display, in the tree, only the Metrics.

You can then select the relevant KPI or Metric Breakdown if any.
Active KPIs

Displayed only when you select Multi Selection.

The tree box lists all the active Scorecards, Perspectives, Objectives, and their KPIs, and KPI Breakdowns listed in the Active KPIs pane in the Studio. The items that can be selected are highlighted (if you have selected Breakdown selection, only the KPI Breakdowns are highlighted).

To select or deselect the elements you want to display in the report, use the right and left arrows to move the elements from the Available KPIs to the Selected KPIs and back. You can also double-click the element to move it from one box to the other.

Note You can only select Metrics or KPIs with the same unit and with the same period. An error message is displayed if your selection does not match these criteria.

Selected KPIs

 

Displayed only when you select Multi Selection.

The box lists all the selected metrics or KPIs that you want to display in the component.

To select or deselect the elements you want to display in the report, use the right and left arrows to move the elements from the Available KPIs to the Selected KPIs and back. You can also double-click the element to move it from one box to the other.

<Status sort>

  • Status sort to sort the selected elements in status order. You can then click the icon to the right of the box to select the reverse order. Depending on the selection, the icon can be one of the following: .
  • Alphabetical sort to sort the selected elements in alphabetical order. You can then click the icon to the right of the box to select the reverse order. Depending on the selection, the icon can be one of the following: .
<Tree>

Displayed only when you select Breakdown Selection.

The tree box lists all the active Scorecards, Perspectives, Objectives, and their KPIs, and KPI Breakdowns listed in the Active KPIs pane in the Studio. Only the KPI Breakdowns are highlighted.

To select the item you want to display in the report, double-click it. It is then listed in the Selected metric box. To unselect the item, remove it from the Selected metrics box.

Selected metrics

Displayed only when you select Breakdown Selection.

The box lists the selected KPI or Metric Breakdowns.

To deselect the item, remove it from the Selected metrics box.

Display Period

Select the time period to display in the component:

  • Current. The values of the selected Metrics or KPIs (Multi Selection) or KPIs or Metric Breakdown dimensions (Breakdown Selection) whose calculation period has not yet completed according to the selected Metrics or KPIs configured periodicity.

  • Last Closed. The values of the selected Metrics or KPIs Multi Selection or KPIs or Metric Breakdown dimensions (Breakdown Selection) whose calculation period has already completed according to the selected metrics or KPIs configured periodicity.

  • Yearly/Monthly/Quarterly/Weekly/Daily. The list of time periods represents the longest periodicity configured for the selected Metrics or KPIs (Multi Selection) or KPIs or Metric Breakdown dimensions (Breakdown Selection). When you select Yearly/Monthly/Quarterly/Weekly/Daily, another field opens on the right. It lists only the years/months/quarters/weeks/days when the engine performed calculations. The values displayed in the pie chart are the values of the Metrics or KPIs Multi Selection or KPIs or Metric Breakdown dimensions (Breakdown Selection) that have completed for the selected periods.
Maximum number of slices

This field is displayed only when you select Breakdown Selection. Specify the number of KPI Breakdowns to display in the component.

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