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Reports > Step 2: Creating Layouts > Showing Results as Gauges Using Gauge View

Showing Results as Gauges Using Gauge View

Use the gauge view to show results in gauges. Gauges are useful for showing performance against goals. Supported gauge types include dial, bar, and bulb-style gauges.

You can select the type of gauge and customize its appearance, including the title, the ranges to show, how many gauges to display in a row, and other characteristics such as gauge width and dial and indicator needle size. You can also set thresholds, borders and colors, and control other gauge characteristics.

Gauges are navigable. When a user clicks it, you can direct the user to another saved report.

This topic describes the gauges and gauge view settings. It also provides instructions for performing the following tasks:

• Adding or modifying gauge views in Oracle CRM On Demand Answers
• Setting the general background properties in a gauge view
• Adding titles and footers to a gauge view
• Adding gauge ranges to a gauge view
• Specifying additional properties in gauge views
• Setting the advanced properties for dials in dial gauges

Gauges in Oracle CRM On Demand Answers

This section describes gauge types, subtypes, and sizes.

Gauge Types

The following table shows the gauges available from the Gauge drop-down list and describes their uses. The default gauge is a dial gauge.

Gauge Subtypes

Your selection for the gauge type determines the gauge subtypes that are available from the Type drop-down list. The dial gauge has no subtype. Gauge subtypes include the following:

• Bar gauges: Filled and LED-style. The default subtype is filled.
• Bulb gauges: 3-dimensional (3D) and 2-dimensional (2D). The default subtype is 3D.

Gauge Sizes

Gauge sizes include small, medium, large, and custom. The default size is medium.

Gauge View Settings in Oracle CRM On Demand Answers

The buttons at the top of the gauge view page provide access to various gauge settings. The following table describes the gauge view buttons and settings.

Adding or Modifying Gauge Views in Oracle CRM On Demand Answers

The following procedure provides the basic steps to add or modify a gauge view.

NOTE: If you select a gauge type that is incompatible with the results, no results are shown.

To add or modify a gauge view in Oracle CRM On Demand Answers

1. In Oracle CRM On Demand Answers, in the Create Layout page, perform one of the following actions:
   • To add a new gauge view, click Add View, and then select Gauge.
   • To edit an existing gauge view, click the Edit View button for the gauge view.

     The workspace shows the options and settings for the view.

2. Make your selections in the Gauge, Type, and Size fields.
3. For all gauge types, use the Measures drop-down list to select the measure to gauge.
4. For dial gauges:
   1. Use the Marker Type drop-down list to select the indicator needle to use, such as a compass, arrow, or line.
   2. To select a color for the indicator needle, click the Color field and make a selection.
   3. To add another indicator needle, click Add Marker.
5. Use the buttons at the top of the gauge view page to specify additional gauge settings.
6. To remove changes and start from the default gauge view, click Restore Default.
7. Save the report.

Specifying General Gauge Background Properties in a Gauge View

You can set general properties for the background on which the gauge appears, such as whether to display a title and whether a legend appears with each gauge. You can also specify a background color, a color for the title, whether to show a border around the background, the number of gauges to show per row, and the space between them.

To set general background properties for a gauge view

1. Click the Gauge Canvas Properties button at the top of the gauge view page.
2. In the Gauge Canvas Properties dialog box, make your selection for a title, as follows:
   • To show the name of the measure, do not select the Override Default check box, and leave the title text field empty.
   • To show a different title, select the Override Default check box, and enter the title text.
   • If you do not want a title to appear on the background, select the Override Default check box, and leave the title text field empty.
3. For the legend, make a selection from the list, or, if you want to suppress the display of the legend, select None.

   The default location for the legend is below the title.

4. To set a background color for the area on which the gauge appears, click the Background Color field, and make a selection.
5. To show the title in a color, click the Text Color field, and make a selection.
6. To show a border along the edges of the background, click the Border Color field, and make a selection.
7. Specify the number of gauges to appear per row, and the space between them.

   The space between gauges is measured in pixels.

8. Click OK.

   The gauge view refreshes. The view may resize to accommodate your selections.

Adding Titles and Footers in Gauge View

You can specify a title, a subtitle, a footer, and a secondary footer for the gauge. If the background holds multiple gauges, titles and footers appear for each gauge. Titles and footers are optional.

To add titles and footers in a gauge view

1. Click the Gauge Titles button at the top of the gauge view page.
2. In the Gauge Titles dialog box, type the text to use, and click OK.

   NOTE: As with the Narrative view, you can use @n to include the results from the designated column in the gauge titles. For example, @1 inserts the results from the first column, and @3 inserts the results from the third column. For more information, see Adding Narrative Text to Results.

   The gauge view refreshes.

Adding Gauge Ranges in Gauge View

Gauge ranges identify the minimum and maximum values for each range and include a color in which the range will appear in the gauge, such as green for acceptable, yellow for warning, and red for critical.

You can set gauge ranges to a static value, the column name of the measure, or as the result of an SQL query.

To set a gauge range in a gauge view

1. Click the Gauge Ranges button at the top of the gauge view page.
2. In the Gauge Ranges dialog box, do the following:
   1. Type a caption for the range.
   2. To set the minimum and maximum gauge ranges, click the Properties button, and make a selection from the Advanced Options dialog box.
   3. To specify the color for the range, click the Color field, and make a selection.
3. Click OK.

   The gauge view refreshes.

Specifying Additional Properties for a Gauge in Gauge View

Additional gauge properties include control over the appearance of elements within the gauge, setting properties for scale items such as gauge limits and tick marks, and specifying the interaction to occur when a user clicks the gauge. These properties are set in the Additional Gauge Properties dialog box.

Choices for the appearance of a gauge appear on the Appearance tab and include the following items:

• Whether data labels appear.

  Data labels can always appear, appear only when a user pauses the mouse over elements in the gauge, or never appear.

• Selections for a background color for the gauge, the color of text within the gauge, and a border around the gauge.
• The height and width of the gauge, in pixels.

Choices for scale properties appear on the Scale tab and include the following items:

• Default or custom gauge limits.
• The number of major and minor tick marks.

Choices for the user interaction with the gauge appear on the Interaction tab and include the following actions:

• Navigate. Allows the user to navigate to another saved report or dashboard.
• None. Disables navigation from the gauge.

You can also set advanced properties for the Bar gauge type by clicking the icon.

To specify additional properties in a gauge view

1. Click the Additional Gauge Properties button at the top of the gauge view page.
2. In the Additional Gauge Properties dialog box, make your selections from the Appearance, Scale, and Interaction tabs.
3. Click OK.

   The gauge view refreshes.

Setting Advanced Properties for the Dial in a Dial Gauge

Advanced properties allow you to specify whether scale labels should appear and what value they should show, set the dial arc length, and select the thickness of the dial.

The following choices are available for the display of scale labels:

• Percentage of total
• Actual value

The dial arc length is expressed in degrees. For example, specifying 360 results in a dial gauge that is a complete circle.

The dial thickness is expressed in pixels. As you specify larger values, the gauge becomes thicker, and the inner perimeter of the dial becomes smaller. Specifying extremely large values relative to the dial size may cause the gauge to become distorted and is not recommended.

To specify advanced properties for the dial in a dial gauge

1. Click the Advanced Properties button at the top of the gauge view.
2. In the Dial Specific Properties dialog box, make your selection to indicate how the scale labels are displayed.

   To suppress the display of scale labels, select None.

3. To set the dial arc length and dial thickness, click the option to specify them manually and enter values.
4. Click OK.

   The gauge view refreshes.