Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Create Static Report
- Create Tabular Report
- Create Parameterized Report
- Create Master-Detail Report
- Create Pivot Report
- Create Report with Chart
- Styles and Themes
- Expression Editor
- Report Templates
- Working with Dashboards
- Dashboard Designer
- Selecting a Dataset
- Data Attributes
- Dashboard Scenarios
- Charts and KPIs
- Calc Charts
- Containers and Components
- Dashboard Appearance
- Preview Dashboard
- Export Dashboard
- Data Analysis and Interactivity
- View and Manage Dashboards
- Governing Data and Resources
- Create Data Source
- Data Source Connections
- Create Dataset
- Create Semantic Model
- Secure Data Management
- Create Floor Plan
- Upload Resources
- Using Dashboard Designer
- Section 508 Compliance
Use a KPI Matrix to display and visualize the unlimited number of business metrics in a single table. It helps users to extract useful insights about the company's performance and its growth from the dashboard easily.
When you insert a KPI Matrix to a dashboard, you can add the following data visualizations in the scenario like number, HBar graph, pareto graph, bullet graph, diagram, and image, each explained below:
Number: It is used to display the numeric values of the bound attribute, similar to a column in a data table.
HBar Graph: It is used to compare the categorical data through horizontal bars, where the length of each bar depends on the data value it represents.
Pareto Graph: It is a combination of bar and line graphs. It displays the proportion and distribution of the data through horizontal bars, where each bar has a progress proportion percentage with a line that represents the cumulative total.
Bullet Graph: It is used to compare a performance measure with a target measure and relate those to qualitative ranges.
Diagram: It is used to insert mini-charts in the table cells like trend, bar, area, and win-loss.
Image: It is used to render the image data through text, image (URL), and image (binary).
Design a KPI Matrix in Wyn Enterprise
From the Dashboard Toolbox, open the Data Visualization node and drag-drop the KPI Matrix scenario onto the design area.
Bind Dataset to KPI Matrix Scenario
With the scenario selected, from the Data Binding tab, select the dataset. Once the dataset is successfully loaded in the designer, the data binding panel automatically expands and displays the data attributes available in the dataset.
The following image shows the KPI matrix scenario bound to the 'InsuranceDataset' dataset. The Columns in the Data Binding area by default consists of Number, Diagram, and Image.
We will first drag-drop the required data attributes to the Rows, Number, and Diagram data binding area of the scenario as shown below. Note that we have removed ClaimRaisedDate(Day) from the ClaimRaisedDate hierarchy.
Click the Plus button next to the Columns in the Data Binding area to add a new column in the KPI Matrix to display the average claim loss.
Rename and reposition the columns within the KPI Matrix with the help of Edit and Ellipse buttons in the Data Binding area as shown below.
Format Data Attributes
You can format the data attributes in a dataset by performing a variety of operations such as renaming, modifying data format and display unit, creating a hierarchy field, applying an aggregation method, etc. Using these operations, you can control the display of data attributes in a scenario.
For more information about these operations, see Data Attributes.
In the following KPI Matrix scenario, we are modifying the data format for the data attribute to display the unit cost in 'currency'.
Wyn Dashboards scenarios support rich data analysis and exploration capabilities that can help analyze massive amounts of information and make data-driven decisions. For example, adding filters to scenarios, sorting data, and applying conditional formatting. Note that you can apply all these operations using the Action Bar corresponding to each scenario in the designer.
For more information, see Data Analysis and Interactivity in Dashboards.
The following image organizes the data in the scenario by sorting the 'Region' data attribute in ascending order.
You can customize the default KPI matrix appearance by setting properties in the Inspector tab of the scenario such as adding a border, adjusting text alignment, renaming the KPI matrix title, changing the background color, enabling automatic scrolling, etc.
Modify Data Stripes
Wyn Enterprise uses default colors for the alternate data stripes in a KPI matrix scenario. To change the default color, use the Background Color properties for the first and second data stripes and set them to a suitable color from the color palette. Also, you can disable the alternate row style in the KPI matrix by setting the Use Alternate Row Style to 'False'.
Adjusting Text Alignment
In Wyn Enterprise, you can easily manage the text alignment within the data tables by using the Text Alignment property in the Data Binding area.
Changing Graph Color
To change the graph color in the KPI matrix, set the Preferred Graph Color property in the Inspector tab to a suitable color from the color picker.
Enable Automatic Scrolling
When your KPI matrix contains thousands of rows or even more, it becomes difficult to scroll through the data. In such cases, you can enable automatic scrolling using the Auto Scroll property and set the scrolling speed to either 'Slow' or 'Fast'. By default, the scrolling speed is set to 'Normal'. You can also enable the automatic turning of pages when scrolling using the Page Turning property.
The data within the KPI matrix scroll automatically on previewing the dashboard, as shown.