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Data drill dashbords_overview
1. DataDrill Dashboards overview
Version 1.3 – 2012/01/27
Introduction
Since the 4.3.0 release of the Datadrill Portal, users have now the ability to customize the layout of
some DataDrill windows. This mainly gives the user the ability to have as many or as few dashboards
as needed and to customize them as needed.
The purpose of this documentation is to provide guidance on how to use this new feature and to
present some samples.
This document is based on DataDrill version 4.4.0 (that contains some fixes and enhancement of the
dashboard capability introduce in version 4.3.0).
System Dashboards definition
The admin/Dashboard menu allows you to access the list of the system dashboard definition.
Datadrill is released with a set of out of the box dashboard definitions you can customize to meet
your needs. You can also create as many new dashboards as you want.
Administrators are the only users able to mange dashboard templates.
2. Dashboard types
There are 5 possible dashboard types that refer to 5 different windows on Datadrill. These
dashboards act over 3 different areas of DataDrill: Favorites, Units and graphs:
-
Favorites: This dashboard is used to design the favorite page. This is a new page introduced
with Datadrill 4.3 to provide a list of favorites unit for each user.
Units: Theses dashboards are used to design the main pages of units, including the “unit
status” page, and the “unit dashboards” page (which is the merge of the views and
dashboards of the previous DataDrill version )
Before DataDrill 4.3
-
Since Datadrill 4.3
Graphs: This dashboard is not yet implemented, but will be used in future releases to provide
customizable graph canvas.
Details of the dashboard types:
Favorites
dashboard
This dashboard is related to the layout of the « Favorites » screen
You can have multiple favorite dashboard templates defined, but you can only use
one at a time (for the entire Datadrill portal).
Default favorites dashboard is : “Favorites without images” (show on the screenshot
above)
Other favorite dashboards released with Datadrill 4.3.0: Favorites with images (for
this one, the path of the project images have to be provided on the Unit definition page)
Status
To change the layout of the favorites page you can:
- Alter the definition of the default favorite’s system dashboard definition.
- Unselect the “Make this the default dashboard for Favorites?” option for
the current favorite’s system dashboard and engage this option for the one
you would like to use in replacement.
This dashboard is related to the main view of a unit (the one you obtain when you
3. dashboard
select the unit on the organization tree).
You can have multiple status dashboard templates defined but only one can be
used per unit at a time.
Default status dashboard is “Status Dashboard” (show on the screenshot above). This
is the only one included in DataDrill 4.3.0
Unit
dashboard
Unit item
dashboard
To change the layout of the status dashboard you can alter the current definition or
create a new Status dashboard template. (See “Status dashboard (4.2 like)” at the
end of this document).
This dashboard is related to the additional/details Views of a Unit (the ones you
obtain when you ask to drill to the unit dashboard from the actions dropdown list)
-> You can have as many unit dashboard you want (from 0 to n) per unit
Datadrill 4.3 is released with the following list of unit dashboard
- By dimension View (identical to the 4.2 one)
- By GANTT View (identical to the 4.2 one)
- By Graphs View (identical to the 4.2 one)
- By Information Need View (identical to the 4.2 one)
- By Interface View (identical to the 4.2 one)
- By Item View (identical to the 4.2 one)
- By Replacement View (that is a mix of the GANNT + Information Need +
shortcut to the sibling unit)
This dashboard is related to Additional/details views of a Unit item (at the same
place as the unit dashboard).
This dashboard was mostly created to allow to have one “unit item” dashboard per
item
You can have only one per item of each unit.
4. Datadrill 4.3 is released with the “Unit Item Dashboard » that is identical to
dashboards created within 4.2 release.
Graph
dashboard
This dashboard is related to the layout of the graph canvas. But this is not yet
implemented.
System dashboard Options
X
This option can only be engaged in one
favorites system dashboard at a time
This option can only be engaged in one status
system dashboard at a time
This option can be engaged in more than one
dashboard and will define the set of
dashboards that have to be automatically
created for each unit.
unit item
This option can be supersede at unit level
X
X
X
X
X
X1
graph
Synchronize format of all
dashboards created
from this one?
Make this the default
dashboard for Favorites?
Make this the default
dashboard for Status?
Create this dashboard
automatically when
creating a unit?
unit
Remarks
status
Options
favorites
dashboard type
X
5. Note:
X1: Since it doesn’t make sense to have more than one default “unit item” this option is
incorrectly named. It would be fair to name it “Make this the default dashboard for unit
item?” and is candidate to be changed in future releases.
Dashboard
Favorites
The favorite page is based on the Favorites system dashboard definition.
Status dashboard
When a user creates a unit;
1. without any unit template, the unit status page definition for this unit is aligned with the
default status system dashboard.
2. with a unit template, the unit status page definition for this unit is aligned with the one
selected in the associated Unit template.
After creation, the Status dashboard can be altered by the administrator only from the “edit this
dashboard layout” option available in the actions dropdown list at the top of the unit status page.
On the Edit Dashboard page, administrator can:
-
Check or uncheck the option to keep the format synchronized with a status system
dashboard
Select graph source (used by the $Graphs:{}$ and $GraphX.<properties>$ tags)
Copy dashboard format from a system dashboard
Manually edit the dashboard layout format
6. Unit and Unit item dashboards
When a user creates a unit;
1. without any unit template,
a set of unit dashboards will be created (from zero to multiple unit dashboards,
depending on the number of unit system dashboard where the ‘Create this
dashboard automatically when creating a unit?’ option has been checked.
a set of unit dashboards will be created and composed of zero to multiple unit
dashboard plus zero or one Unit item dashboard.
2. with a unit template, the unit status page definition for this unit is aligned with the one
selected in the associated Unit template.
After creation, the unit and/or unit item dashboards can be altered by any user with edit right from
the “edit this dashboard” option available in the dashboard actions dropdown list at the top of the
dashboard page.
For “unit” dashboard, on the Edit Dashboard page, user can:
-
Check or uncheck the option to keep the format synchronized with a unit system dashboard
Select graph source (used by the $Graphs:{}$ and $GraphX.<properties>$ tags)
Copy dashboard format from a unit system dashboard
Manually edit the dashboard layout format
For the “Item unit” dashboard, on the Edit Dashboard page, user can:
-
Check or uncheck the option to keep the format synchronized with a “unit item” system
dashboard
Select graph source (used by the $Graphs:{}$ and $GraphX.<properties>$ tags)
Copy dashboard format from a “unit item” system dashboard
Manually edit the dashboard layout format
Users with “edit” right can also:
-
Add an additional unit dashboard (use the “add dashboard” link at the top of the dashboard
list
Delete an existing unit or “unit item” dashboard (from the “delete this dashboard” option
available in the dashboard actions dropdown list at the top of the dashboard page.
7. Users with “define” right can also:
-
Assign a new Information Need & Interface to the unit. The Information Need definition page
allow users to create a new (“unit” or “unit item”) dashboard or assign the item to an
existing one.
Graphs dashboard
Not yet implemented
Dashboard format
Each dashboard is basically an HTML code that is used as a template to create Datadrill pages for
favorites, unit status, unit dashboard, unit item dashboard and graph canvas.
These HTML templates can include TAGS that will be interpreted and replaced with value by the
parser embedded in Datadrill. Tags delimiter is $..$.
List of available tags:
TAGS
$Gantt.ToHtmlString$
Gantt by Item of the current Unit
$InformationNeedList:{$it.properties$}$
Information list of the current Unit
$InterfaceList : {$it.properties$}$
Interface list of the current Unit
$ItemList:{ $it.properties$ }$
Item list of the current Unit
$GraphList:{$it.properties$}$
Graph list of the current Unit
Favorites
Status Unit Graph
X
X
Unit Item
X2
X
X
X2
X
X
X2
X
X
X2
X
X
X2
8. $SeriesList:{ $it.properties$ }$
Series list of the current Unit
$DimensionList : {$it.properties$}$
Dimension list of the current Unit
$FormList:{ $it.properties$ }$
Form list of the current Unit
$Graphs:{$it.properties$ }$
List if the manually selected graph
$GraphX.<properties>$
Property Xth selected graph
$Unit.<properties>$
Properties of the current Unit
$Units.{$it.properties$}$
List of units mark as favorites by the current user
$Siblings:{ $it.properties$ }$
Unit sibling of the current Unit
$Attr.<Name Of Attribute>$
Value of an attribute of the current Unit
$Format.CurrentIndex$
$Format.Increment$
$Format.ShouldBreak$
Special tags used to managed grid format (*)
X
X
X2
X
X
X2
X
X
X2
X1
X
X
X3
X3
X3
X
X
X
X
X
X2
X
X
X
X
X
X
X
Notes:
X1 : possible but not recommended, since it was a manual list and the unit status
dashboard (including the Graph source) can only be altered by a DataDrill
administrator
X2 : possible but not recommended, since these lists are not restricted to an item but
to the entire object of the unit.
X3 : the $GraphX.<properties>$ tag refers to a single graph manually selected. This tag
could be used for example to incorporate manually a special/important single graph in
a dashboard.
(*):$Format tag allow to enhance the layout of the dashboard :
$Format.Increment$ add one to the index value. (Initial value is 0)
$Format.CurrentIndex$ return the current index value
$Format.ShouldBreak$ return true for all index multiple of 3 (i.e.: 0, 3, 6, 9…) and false
for the other value.
A typical usage example is
“$Format.Increment$$if($Format.ShouldBreak$)$</TR><TR>$endif$$endif$}$” to
split objects into a new table line. See the default “Unit Item Dashboard ».
All tags named xxxList return a list of objects of the current unit.
$Graphs:{}$ return the list of graph selected on the dashboard properties page as
“graph source”
9.
$GraphX.<properties>$ return the properties as a single graph. “GraphX” refers to the
DashboardName as displayed in the Graph source (eg: on the previous screenshot
Graph1 refer to “Cost- Budget At Completion”)
$Siblings:{}:$ refer to sibling of the current unit, i.e. all other basic units located in the
same node of the organizational tree (this not include subfolder).
Expression elements
Syntax
$! Comment !$
$!comment
…
Comment!$
Description
Comments, ignored by String Template
$ $
$n$
$t$
$r$
Special characters: space, newline, tab, carriage return.
$
<
Escaped delimiter prevents $ or < from starting an attribute
expression and results in that single character.
Conditional statements
Syntax
Description
$if(<test>)$
subtemplate1
$else$
subtemplate2
$endif$
If <test> has a value or is a boolean object that evaluates to true,
include subtemplate else include subtemplate2.
These conditionals may be nested.
$if(<test1>)$subtemplate
First <testX> that has a value or is a boolean object that evaluates
$elseif(<test2>)$subtemplate2 to true, include that subtemplateX.
$elseif(<test3>)$subtemplate3 These conditionals may be nested.
$else$subtemplate4
$endif$
$if(!<test>)$
subtemplate
$endif$
If <test> has no value or is a bool object that evaluates to false,
include subtemp.
These conditionals may be nested.
13. Status Dashboard with IN, graphs, Dimension and Forms
At the top of the page, this status dashboard includes a grid with unit properties, plus a set of
icons that can be used as short cut to the main unit page.
English version
<TABLE style="FONT-STYLE: normal; BORDER-COLLAPSE: collapse; TEXTDECORATION: none" class=GridViewRowStyle border=1 rules=all cellSpacing=0
cellPadding=3 width="100%">
<TBODY>
<TR>
<TD style="TEXT-ALIGN: right"><IMG title=$Unit.CurrentStatus$ alt=$Unit.CurrentStatus$
src="../../images/alarm_$Unit.CurrentStatus$.gif"></TD>
<TD><FONT size=4><B>$Unit.Title$</B></FONT></TD>
<TD>last updated: $Unit.LastUpdated$ </TD>
<TD style="TEXT-ALIGN: right"><A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=dashboard"><IMG title="Drill to unit
dashboard" src="../../images/unitstatus.png" width=20></A> <A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=Reports"><IMG title="Generate reports"
src="../../images/powerpoint.gif" width=20></A> <A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=Notes"><IMG title="Show/edit unit notes"
src="../../images/tree/Narrative.GIF" width=20></A> <A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=Plan"><IMG title="Show/edit plan data"
src="../../images/tree/series_data.gif" width=20></A> <A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=Summary"><IMG title="Show/Edit data"
src="../../images/icon_graphdata.GIF" width=20></A> <A
href="./Unit.aspx?UnitId=$Unit.UnitId$&View=UnitDef"><IMG title="Show/edit unit
properteis" src="../../images/PENCIL01.ICO" width=18></A> <A
href="$Unit.HyperlinkURL$"><IMG title="Browse to external hyperlink : $Unit.HyperlinkTitle$"
src="../../images/LINK.GIF" width=20></A> </TD></TR></TBODY></TABLE>
