Dashboards - Publishing/Releaseing New Dashboards

I've created a new Dashboard with a Chart with a Chart Series.  The Dashboard shows as "Released" in the Administration area, but is not available in the Dashboards area.  What have I missed?

Dashboards are not straightforward to deploy.  You actually need an ItemType to act as the viewer for the dashboard.

Let me give an example:

1. Log into Innovator as admin/innovator
2. Create Dashboard
1. From the TOC Select Administration à Dashboards
2. Select File/New from the main toolbar

                                                              i.      Name=TestDashboard1

                                                            ii.      Height=800

                                                          iii.      Width=600

                                                          iv.      Save

                                                            v.      Confirm all values are saved.

1. Create Chart (continued from previous step)
1. Select the Dashboard Chart relationship
2. From the relationship toolbar select Create Related in the dropdown.
3. Select New Relationship
4. In the newly created row set the values as follows:

 

Column Name	Value
Chart Type	bar
Name	TestChart1
Title	TestChart1
Height	300
Width	700
Border Left
Border Right
Border Top
Border Bottom
Title Style
Background Style
Radius
Y Min
Y Max
X Min
X Max
X Axis	Yes
X Axis Style
Y Axis	Yes
Y Axis Style
X Grid	No
X Grid Interval
X Grid Style
Y Grid	No
Y Grid Interval
Y Grid Style
X Axis Value Labels	Yes
X Axis Value Label Style
Y Axis Value Label	Yes
Y Axis Value Label Style
Legend	No
Legend X
Legend Y
Legend Height
Legend Width
Legend Box Style
Legend Text Style
Marker Size
Marker Style
Y Axis Label	Number of Parts
Y Axis Label Style
X Axis Label
X Axis Label Style
Bar Spacing
X
Y

 

1. Save
1. Add Metric (continued from previous step)
1. Select the Dashboard Chart relationship
2. RMB TestChart1, View
3. Lock. Select the Chart Series relationship
4. From the relationship toolbar select Create Related in the dropdown.
5. Select New Relationship
6. In the newly created row set the values as follows:

 

Column	Value
Name	TestSeries1
Label	TestSeries1
Color	Red
Frequency	Quarterly
Calculation Stylesheet	<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:output method="xml" omit-xml-declaration="yes"/> <xsl:template match="/"> <Result><xsl:value-of select="count(//Item[@type='Part'])"/></Result> </xsl:template> </xsl:stylesheet>
Link
Method
Sequence	128
Markers	No

 

1. Save
1. Add Metric Value (continued from previous step)
1. Select the Chart Series relationship
2. RMB TestSeries1, View

                                                              i.      Lock item.

1. Select the Metric Value relationship
2. Select New Relationship
3. In the newly created row set the values as follows:

 

Column	Value
Sequence	3
Label	Current
Value
Color
Link
Calculate	Yes
Query:	<Item type="Part" action="get" select="id" page="1" pagesize="1000">       <effective_date condition="gt">01/01/2006 11:00:00 AM</effective_date>       <effective_date condition="lt">12/31/3000 11:00:00 AM</effective_date> </Item>
Query: Innovator 9.0 and latter	<Item type="Part" action="get" select="id" page="1" pagesize="1000">       <effective_date condition="gt">2006-01-01T11:00:00</effective_date>       <effective_date condition="lt">3000-12-31T11:00:00</effective_date> </Item>

 

1. Save
2. Select New Relationship
3. In the newly created row set the values as follows:

 

Column	Value
Sequence	2
Label	Q4 2005
Value
Color
Link
Calculate	Yes
Query	<Item type="Part" action="get" select="id" page="1" pagesize="1000">       <effective_date condition="gt">12/31/2000 11:00:00 AM</effective_date>       <effective_date condition="lt">12/31/2005 11:00:00 AM</effective_date> </Item>
Query: Innovator 9.0 and latter	<Item type="Part" action="get" select="id" page="1" pagesize="1000">       <effective_date condition="gt">2000-12-31T11:00:00</effective_date>       <effective_date condition="lt">2005-12-31T11:00:00</effective_date> </Item>

 

1. Save
2. Select New Relationship
3. In the newly created row set the values as follows:

 

Column	Value
Sequence	1
Label	Q3 2005
Value	25
Color
Link
Calculate	No
Query

 

1. Save
2. Save, Unlock, and Close TestSeries1
3. Save, Unlock, and Close TestChart1
4. Save, Unlock, and Close TestDashboard1
1. Create Item Type
1. Name=TestDashboard1
2. TOC Access

                                                              i.      Name=World

                                                            ii.      Category=Dashboards

1. TOC View

                                                              i.      Name=World

                                                            ii.      Start Page= ./Dashboard.html

                                                          iii.      Parameters= 'dashboardName=TestDashboard1'

1. Permissions

                                                              i.      Name=World Can Get

                                                            ii.      Is Default=1

1. Save, Unlock, and Close
1. View the dashboard

From the TOC Select Dashboards à TestDashboard1 

I hope this helps,

Bill

 

Bill,

THANKS!  the only step/part I was missing was "Create Item Type".  Now to figure out why the X-axis dosn't list out in the correct sequence.  It keeps putting W10 right between W01 and W02.

 

Sequence	Label	Value	Color	Link	Calculate	Query
1	W01 '08	0			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">12/30/2007 00:00:00 AM</created_on> <created_on condition="lt">01/06/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
2	W02 '08	0			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">01/06/2008 00:00:00 AM</created_on> <created_on condition="lt">01/13/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
3	W03 '08	6			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">01/13/2008 00:00:00 AM</created_on> <created_on condition="lt">01/20/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
4	W04 '08	20			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">01/20/2008 00:00:00 AM</created_on> <created_on condition="lt">01/27/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
5	W05 '08	2			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">01/27/2008 00:00:00 AM</created_on> <created_on condition="lt">02/03/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
6	W06 '08	0			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">02/03/2008 00:00:00 AM</created_on> <created_on condition="lt">02/10/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
7	W07 '08	0			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">02/10/2008 00:00:00 AM</created_on> <created_on condition="lt">02/17/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
8	W08 '08	1			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">02/17/2008 00:00:00 AM</created_on> <created_on condition="lt">02/24/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
9	W09 '08	1			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">02/24/2008 00:00:00 AM</created_on> <created_on condition="lt">03/02/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>
10	W10 '08	0			Yes	<Item type="ECR" action="get" select="id" page='1' pagesize='10000'> <created_on condition="gt">03/02/2008 00:00:00 AM</created_on> <created_on condition="lt">03/09/2008 00:00:00 AM</created_on> <change_type>Corrective Action</change_type> </Item>

 

OK, Got it figured out.  Apparently even though the "Sequence" is integerbased, the graphing portion treats it as text, and was putting 10 after 1 and before 2.  So I started the "Sequence" numbers with 111 and went up, and all is well now. Thanks agsin Bill for the help.

Hi All,

I am not able to view any chart when I click on the Dashboard tab on TOC..The 4 OOTB sub-tabs which are visible are:

1.) Time to Manufacture

2.) Design to Goal

3.) Product Innovations

4.) Engineering Efficiency

But when i click on any of the above OOTB sub-tabs I am not able to view any chart. Do i need to install some component separately?

Any suggestsions?

ashu_vik

Welcome to the Aras Community!

To view the Dashboards within Aras Innovator you will need to download and install the Adobe SVG Viewer.  After installing Adobe SVG you should be all set.

Hope this helps
Sean

Thanks Sean..

I hope that works...Also, Can you please tell me wether SVG  viewer is compatible with Windows Vista. I have instaled the Innovator server on a Vista machine.

Hello Sean,

Adobe SVG viewer is discontinued since Jan 1st 2009.

http://www.adobe.com/svg/viewer/install/main.html

Is there any plan for using other way to show it (eg: flash, or other tools)?

thanks,

Jerry

 

Hi Bill,

I successfully create a dashboard using a bar chart. but now i want to show the value of query on the bar, Is it possible to do so?

Thanks in advance

Rahul