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Charts - Time Based Portrait Table

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Charts-TimeBasedPortraitTable.png

This type of report is used to provide more detail about the displayed measures. It is similar to a portrait spread sheet view of your data. It has the ability to highlight when limits are exceeded, when data is of a bad quality, when data has been commented on as well as when a data point is not the original version. It can also show a heatmap of the displayed data or even overlay a heatmap from another measure. This chart is highly flexible and has many features. We will discuss each feature in the following sub-sections.

A Time Based Portrait Table chart consists of the following groups:

General

The General tab is used to define the general layout of a table as well as the default period display and which indicators to display by default. The General tab consists of Table, Title, Period and Indicators.

Table

Charts-TBPTGeneralTab.png

Under the Table section we have the following properties:

  • Back Color
This sets the background area that surrounds the table’s color. The default is the “Windows” theme color.
  • Grid Color
This sets the cell border colors. The default is the “Border” theme color.
  • Font Size
This sets the measure row font size. The default is 12.
  • Left
This sets the padding to the left of the table. The default is 0.
  • Right
This sets the padding to the right of the table. The default is 0.
  • Top
This sets the padding to the top of the table. The default is 0.
  • Bottom
This sets the padding to the top of the table. The default is 0.
   

The figure below shows the effect of updating the above properties for a Time Based Portrait Table. The properties are annotated to demonstrate the effect of each of the properties on the chart.


Charts-TBPTUpdatedProperties.png

Title

Refer to the general “Title” chart properties section for more information.

Period

Refer to the general “Period” chart properties section for more information.

Indicators

Under the Indicators section we have the following properties:

  • Show Quality
This sets whether the quality indicator is displayed by default if a measure’s value is not good. The default is false.
  • Show Comments
This sets whether the comment indicator is displayed by default. If a measure value has been commented on. The default is false.
  • Show Version
This sets whether the version indicator is displayed by default. If a measure value is not the original version. The default is false.
   

Charts-TBPTIndicatorProperties.png

Headers

The Headers tab defines the layout of the row and column headers that are displayed on a report.

Charts-TBPTHeaders.pngCharts-TBPTSectionsTab.png

Column Headers

The Column Headers are used to configure what information about a measure is displayed. It is also used to configure the formatting of the titles of each row header column. The general properties for “Column Headers” are used to configure the row header title's background color, font color, font size and whether the font is bold or italicized. The “Column Headers” allows you to add, remove and sort the column headers to be displayed. Each of these items has a “Title” property that represents the text to be displayed in the column header title as well as the alignment of the title. The “Measure” column header is always required and cannot be removed. The following is a list of each column header type:

  • Measure
This is used to display the measure’s title that is configured in the “Sections” tab. This row header is always required.
  • UOM
This is used to display the unit of measure for a measure. This row header is added by default but can be omitted if required.
  • Limit
This is used to display the configured limit target for a measure. This row header is added by default but can be omitted if required.
  • Context
This is used to display any event linked context for a measure. This row header is added by default but can be omitted if required.
   

Row Headers

Row headers are used to configure and display the time period information. It consists of the “Base Header” and an optional “Partition Header”. Both of these types have the following properties:

  • Format
This is used to specify the date and time format.
  • Period Display
This is used to specify whether to use the start or end of the time period as the display value.
  • Back Color
This is used to set the background color of the cell.
  • Font Color
This sets the color of the font in the cell.
  • Font Size
This sets the size of the font in the cell.
  • Font Bold
This sets whether the font in the cell is bold.
  • Font Italic
This sets whether the font in the cell is italicized.
  • Alignment
This sets the horizontal alignment of the text in the cell.
   

The “Base Header” allows additional “Extension” columns to be added to it. The following extensions are possible:

  • Latest Value
This column allows a measure with a smaller interval type than what the chart is configured for, to be displayed on the chart.
  • To Date
Any number of these can be added to the report. This can be used for “To Date” roll-up aggregations to be displayed on the chart.
   

The “Extension” columns only have a Title property that is used to set the column’s title on the chart.

Sections

Sections are used to group related information together. The Sections tab is used to configure these sections. Sections can be added, removed and reordered in the Sections tab. Sections can include sub-sections to “merge” heading together. Sections have the following properties:

Charts-TBPTSectionProperties.png

  • Title
This sets the section’s title text.
  • Stacked
This specifies if a section is stacked directly on top of another section, or if a space is inserted between sections.
  • Back Color
This sets the background color of the section’s title cell.
  • Font Color
This sets the font color of the section’s title text.
  • Font Size
This sets the size of the section’s title text.
  • Font Bold
This sets whether the text in the title cell is bold.
  • Font Italic
This sets whether the text in the title is italicized.
  • Horizontal Align
This sets the alignment of the section text based on the horizontal position in the cell.
  • Vertical Align
This sets the alignment of the section text based on the vertical position in the cell.
   

Measures

Measures of the same interval type as the chart can be added to a section by dragging it from the Model View on to a section. A metric can also be dragged onto the empty space in the Sections tab. This will automatically create a section with the name of the metric and add the measures to that section as before. Measure layout configuration on the chart are defined by the following sections:

Charts-TBPTMeasureConfig.png

General

The General section is used to set the title of the measure’s column as well as if the row uses bold text or if the row is italicized. The default title for the row is set to the measure’s name and can be overwritten.

Header

The Header section applies to the row header area of the measure’s row. It consists of the following properties:

  • Back Color
Sets the background color of the row header cells for the measure.
  • Font Color
Sets the font color of the row header cells for the measure.
  • Orientation
Sets the orientation of the measure title in the header either horizontally or vertically. 
   

Limit

The Limit section is used to configure which measure limit is used in the limit column header. It is also used to display the limit colors if a limit color provider is used on the column.

Context

The Context section is used to configure additional context to display on a measure column. This context is linked to an event scheme that is configured on the measure itself.

Charts-TBPTContextSection.png

Color

The Color section is used to configure the measure’s data cell colors and behavior. The base color can be set when clicking on the Color item. Base color is a static color used for the cell background. Opacity sets the opacity of the cells. This defaults to 0 which means that all cells appear the same color as the table’s background color. It is possible to add the following color providers:

  • Limit
This color provider will change the cell’s font and background color based on the configured Limit’s settings. This option is only available if the row is associated with a Limit.
  • Measure
This color provider will generate a heatmap based on the value of the measure linked to it. By default, the measure that represents the row is the linked measure.
   

Charts-TBPTColorSection.png

The Measure Color Provider has the following properties:

  • Low Color
This color is used for the background of the cell if the value of the source measure is towards the lower end of the scale.
  • High Color
This color is used for the background of the cell if the value of the source measure is towards the higher end of the scale.
  • Steps
This is used to specify how the colors are distributed between the Low Color and the High Color. If this value is 0 it means that the colors will be mixed together in an infinite number of steps.
  • Scale
This is used to determine the scale. If it is automatic, the scale is calculated based on the range of values of the source measure, otherwise the Low and High values must be specified.
  • Use Base Color
This will mix in to the color range, the base color for the row if it is set to true, if the value is in the middle of the scale’s range, the background color will be set to the base color.
   

To change the source measure of the Measure Color Provider, it must be created first and then another measure can be dragged on to it.

Label

The Label section is used to set the measure’s data cell's font color. The font color will be ignored if using the Limit Color Provider.

Details

This section is used to add additional detail columns to the chart. There are 2 types of details that can be added:

  • Latest
This is used to add a column at the end of the chart and can be linked to a measure that is of a lower interval type as the current measure to provide a more recent value than is currently possible for the given interval type.
  • To Date
This is used to add columns at the end of the chart that can be linked to measures of the same interval type as the current measure to provide a rolling aggregation to a higher interval type.
   

Charts-TBPTDetailsSection.png

UI Interaction

Additional functionality available in a Table report includes:

  • Chart “Quick View”
Clicking anywhere on the row header of a measure in the report will open a Chart overlay.
  • Cell “Drilldown”
Clicking an individual cell will open a Drilldown overlay providing details of that measure value (calculation inputs, comments and versions).
   
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