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    Configuring Portlets

    Contents

    1. Access the Configuration Panel
    2. Configuring a Pie Chart
    3. Configuring a Bar Chart
    4. Creating a Radar Chart
    5. Creating a Risk Map
    6. Configuring a Template Report
    7. Configuring Application Tree Grids
    8. Chart Options
    9. Frequently Asked Questions
    Note: For help on adding portlets to a dashboard you have created, please click here.

    Access the Configuration Panel

    For all portlet types that have been added to a dashboard, configuration can be accessed by the following:

    1. Click on the Horizontal_Ellipses.png icon
    2. Click on Configuration

    mceclip1.png

    This will then display configuration options for the particular portlet.

    Configuring a Pie Chart

     pie_config.pngConfig_2.png

    Ref Item Description
    1 Template Select the template.
    2 Series Select the parameter.
    3 Initiative/Form Select an Initiative or a single Form. Remember, an Initiative is a group of forms. This form or group of forms must hold the data of interest.
    4 Exclude "Not Set" Values Tick here if you don't want to include the empty fields.
    5 Filter By You can select the parameter you want to filter by.
    6 Title Give your pie chart a name by typing it into the title field under the labels section.
    7 Hide Title on Chart Tick here if you do not want to show the title of your pie chart.
    8 Hide Legend on Chart Tick here if you do not want to show the legend of your pie chart.
    9 Total % Tick here if you want to show the data of the pie chart as a percentage.

     

    Once you are happy with these settings, click "Update" and your pie chart will be displayed on your dashboard.

    Note: We also include the configuration options for the Classic Dashboard - these will work in the same way as the configuration above.

    classic_pie.png

    Configuring a Bar Chart

    Bar_Chart_Configuration__annotated_.png

    Ref Item Description
    1 Template Select the template to base the portlet on.
    2 Series The parameter that is displayed on the x-axis
    3 Aggregate Function Select how responses are aggregated.
    4 Aggregate Value Select the value to use the sum and average aggregate functions on.
    5 Date Format Date format of the output. Please click on Information_Button.png in the platform to see all syntax.
    6 Category Type Select the type of category to be used on the category axis.
    7 Category Select the particular category from the template.
    8 Date Format See above.
    9 Amber Threshold Value for the amber threshold line (optional)
    10 Red Threshold Value for the red threshold line (optional)
    11 Threshold Aggregate Aggregate function used for the black threshold line (optional)
    12 Initiative/Form Select a particular initiative to base the data on.
    13 Aggregate Initiative 1 Level Down Aggregate all initiatives within the initiative you have selected.
    14 Exclude 'Not Set' Values Select whether to include data that has not been set by a user.
    15 Section-level Values If this box is checked, values are only plotted against each other if they come from the same Section within the Form.
    16 Group Key Used to select responses from forms that belong to a specified group.
    17 Include sub groups If checked, all responses from a group and all of its subgroups are selected. If unchecked, only responses from the group will be selected.
    18 Application Select which application you would like to view data for i.e. GDPR, PCI etc.
    19 Filter By Select which parameter to filter the data by.

    Bar_Chart_Configuration1__annotated_.png

    Ref Item Description
    1 Date Format Same as 5 above.
    2 Start Value Start value for date.
    3 End Value End value for date.
    4 Filter Type in a value to filter the date.
    5 Hide Title On Chart Check to hide the title on the chart.
    6 Title Text field to enter a chart title.
    7 Hide Legend On Chart Check to hide legend on chart.
    8 Legend Title Text field to enter the legend title.
    9 Category Axis Label Text field to enter a category axis label.
    10 Value Axis Label Text field to enter a value axis label.
    11 Hide User Name Check to hide user names.
    12 Hide Group Name Check to hide group name.
    13 Series Colour List Add colours to your option list.
    14 Category Colour List Add colours to your option list.
    15 Chart Type Select the type of the chart you want to see.

     

    Creating a Radar Chart

    To create a Radar Chart, add a Bar Chart and then selet Radar under the Chart Type.

    Creating a Risk Map

    Currently, Risk Heat Maps are only available on the Classic Dashboard.

    Risk_Heat_Map__annotated_.png

    Ref Item Description
    1 Initiative/Form Select a particular initiative to base the data on.
    2 Risk X Select the impact parameter on the x-axis.
    3 Risk Y Select the likelihood parameter on the y-axis.
    4 Description Add a description for the portlet.
    5 X Axis Label Add a label for the x-axis. Note: this label needs to match with your impact reference form.
    6 Y Axis Labels Add a label for the y-axis. Note: this label needs to match with your likelihood reference form.
    7 Colours Add colours to your heat map.
    8 Background Ever risk heat map is unique. In this example, we have a 4x4 risk matrix. The first column (2 1 1 0): the first two cells have colour code #98CB00, the third cell has colour code #FEFF99 and the final cell has colour code #FE9900.
    9 Title Give the risk map a name.
    10 Hide Title Check to hide the title on the portlet.

     

    Configuring a Template Report

    Template_Report__annotated_.png

    Ref Item Description
    1 Template The template to base the form on.
    2 Report Choose what data to report from.
    3 Initiative/Form Select a particular initiative to base the data on.
    4 Group Key Used to select responses from forms that belong to a specified group.
    5 Include sub groups If checked, all responses from a group and all of its subgroups are selected. If unchecked, only responses from the group will be selected.
    6 Filter By Select which paramater to filter the data by.
    7 Date Format Date format of the output. Please click on Information_Button.png in the platform to see all syntax.
    8 Start Value Start date.
    9 End Value End date.
    10 Title Title of the portlet.

     

    Configuring Application Tree Grids

    The Application is the Form (or group of Forms) you want to appear in your Application Dashlet.

    You can use the Title to change the header of your tree grid.

    Chart Options

    The table below summarises the different fields available for selection in Charts configuration. Some of these fields will not be displayed depending on the type of Chart selected.

    This is the guidance that is provided on each of the chart parameters:

    Data Description
    Initiative The 'Initiative' is used to select a specific Initiative or Form. If 'All' is selected, then all Forms will be used.
    Template The selected 'Template' is used to filter the available Responses in the
    'Series', 'Aggregate Value', 'Category' lists and “Reports” (Template
    Reports).
    Series The 'Series' list is used to select the Response used for grouping the
    data.
    Aggregate Function

    The 'Aggregate Function' is used to determine how Responses are
    aggregated:

    • Count: Counts the number of responses
    • Sum: Calculates the number of aggregate value responses
    • Calculates the average of aggregate value responses.
    Aggregate Value The 'Aggregate Value' is used to select the Response the 'Aggregate
    Function' uses in calculating the Sum and Average values.
    Exclude "Not Set" Values Enables the User to exclude values in the Form that have not had a
    value set by a User.
    Date Format Sets the expected date format from the Form. For further information
    hover over the Guidance icon.
    Category Type

    Use the ' Category Type' field to select the type of value to be used on
    the category axis:

    • Section: Groups responses by section description
    • Form: Groups responses by section description
    • Response: Groups responses by category response
    X Axis Labels / Y Axis Labels Comma-delimited list of labels, e.g. Remote, Unlikely, Possible, and
    Probable.
    Colours Comma delimited list of colours.

     

    Filters Description
    Initiative/Form The 'Initiative / Form' filter is used to select a specific Initiative or
    Form. If 'All' is selected, then all responses for the selected Template
    response will be used.
    Status The 'Status' filter is used to select Tasks of the specified Status.
    Priority The 'Priority' filter is used to select Tasks of the specified Priority.
    Owner The 'Owner' filter is used to select Tasks owned by the specified
    Owner.
    Assignee The 'Assignee' filter is used to select Tasks assigned to the specified
    Assignee.
    Group The 'Group' filter is used to select Tasks from Forms that belong to a
    specified Group.
    Include sub groups
    • Unchecked: select only the Tasks from Forms that belong to the
      selected Group.
    • Checked: select all the Tasks from Forms that belong to the selected Group and any sub groups of the selected group
    Include Alerts
    • Unchecked: select only the Tasks from Forms that belong to the
      selected Group.
    • Checked: select all the Tasks from Forms that belong to the selected
      Group and any sub groups of the selected Group.
    Source The 'Source' filter is used to select Tasks from a specified source.
    Project The 'Project' filter is used to select Tasks that belong to a specified
    Project.
    Filter By The 'Category' is used to select the response used in generating the
    category axis.
    Date Format Please supply date formats for both the input and output dates. For
    further information hover over the guidance icon.
    From Value
    To Value

     

    Labels Description
    Title The Chart Title.
    Legend Title The Title for the Chart Legend.
    Category Axis Label The label for the Category axis.
    Value Axis Label The label for the Value axis.
    Hide Title Hides the Title.
    Hide Legend Hides the Legend.

     

    Charts Description
    Chart Type Select the type of Chart to be produced.
    Horizontal Key Select to display the key across the bottom of the Chart.

     

    Frequently Asked Questions

    Question Answer

    Why am I not seeing any information in my Dashboard?

    		 You most likely do not have Permission to the Form(s)
    if you are not seeing any data. If you have permission to view the information check the configuration settings on the chart
    Why can I not add a Heat Map to my Dashboard? Heat Maps are currently only available on the Classic
    Dashboard
    What is the difference between a Classic Dashboard and Global Dashboard? Global Dashboards are different to the Classic
    Dashboard because they can be shared between
    Users
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    Comments

    • Avatar
      Andrew Goodfellow-Swaap

      Some examples, either here or in the platform, of what the date should actually look like when you enter it according to the format, would be useful. I.e. Does "DD MM YYYY" = "01 01 2020" or "01/01/2020" or "01012020" or "01-01-2020" etc. etc.? It's not clear currently.

    • Avatar
      Jay Atkins

      We would like to have a portlet that shows new items in the past 30 and 90 days? How can I apply conditional filtering?

    Further Questions?