Create or Edit Gauge Charts for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Procedure

To create or edit Gauge charts for visualizations in a project/shell (User mode):

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode.
   For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   If configured, access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. From the Visualization list, just below the User mode indicator, select a visualization.
4. In the Visualizations log (right pane), perform one of the following actions:
   • Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
     1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
     2. From the Preview Project list, select an active project/shell and then select Preview Data.

   or

   • Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
5. On the Create or Edit page, specify or update the following information:
   1. From the View Type list, select Gauge Chart.
   2. In the Name field, enter a name for the Gauge chart.
   3. Optional: In the Description field, enter a short description about the Gauge chart.
   4. From the Value list, select a data element from the data source selected above. Displays Count by default.

      For each data element selected in the Value list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. For date fields, displays the minimum date.
      • Sum: Sum of all values of the selected data element.
   5. From the Target list, select a data element to use as a measure for targets.
   6. In the Threshold field, specify a maximum of three thresholds to measure on the Gauge chart. For each threshold specify a range of values and a color code as follows:
      1. Click Add Threshold.
      2. In the Min field, enter a minimum value for the threshold in the range 0 to 100.
      3. In the Max field, enter the maximum value for the threshold in the range 0 to 100.
      4. From the Color list, associate a color for each threshold defined.
   7. If the data elements selected for the Value list represents a numeric or currency value, specify the display format for these values: From the Currency Options list, select the currency used by the project/shell. Choices include: None, Shell Currency, and Base Currency.
      1. From the Decimal Places list, select the number of decimal places following the decimal point to be used for numeric values. Choices include 0 through 8.
      2. From the Abbreviations list, select the abbreviated format to be used for currency values. Choices include: Auto (default), None, Thousands (K), Millions (M), Billions (B), and Trillions (T).
      3. From the Currency Options list, select the currency used by the project/shell. Choices include: None, Base Currency, and Shell Currency.
   8. In the Shape field, select the shape of the Gauge chart as Circle or Semi-circle.
   9. Make changes as needed to refine the above selections.
6. After making all changes, perform any of the following actions:
   • If you created a Gauge chart, select Create, and return to the Edit page.
   • To confirm all the changes made to the edited charts, select Update, and return to the Edit page.
7. On the Edit page, select Save to update the visualization with any created or edited content.