Performance Metrics Dashboards from InetSoft

A performance metrics dashboard allows business users to quickly identify vital elements required for continued growth and sustainability.

Click this screenshot to view a three-minute demo and get an overview of what InetSoft’s BI dashboard reporting software, Style Intelligence, can do and how easy it is to use.

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Highlighting Specific Performance Metrics in a Dashboard

You can highlight chart elements based on the values that they contain. To add highlights to a chart, follow these steps:

1. Right-click on a data group in the chart, and select ‘Highlight’ from the context menu. This opens the ‘Highlight’ dialog box.

2. In the �Highlight� dialog box, define the desired highlight.

In this example, you will create a chart to display �Quantity Purchased� vs. �State�, and use highlighting to draw attention to values that exceed 5000 or fall below 1000. Follow the steps below:

1. Create a new Viewsheet based on the sample �Analysis� Worksheet.

2. Add a chart component, and click the �Edit� button. This opens the Chart Editor.

3. In the �Data Source� pane, expand the �OrdersAndReturns� data block.

4. From the �Dimensions� node, drag the �State� field to the �X� field of the �Data� panel.

5. From the �Measures� node, drag the �Quantity Purchased� field to the �Y� field of the �Data� panel. This creates the desired chart.

6. Right-click in any bar on the chart, and select the �Highlight� option from the context menu. This opens the �Highlight� dialog box.

performance metrics dashboard highlight

7. Click the �Add� button to open the �Name� dialog box.

8. Enter �Under1000� as the name of the first highlight. Click �OK� to close the dialog box. The new highlight name appears in the highlight list.

9. Click the highlight name in the list to select it. From the �Color� palette, select the color red (rgb value �FF0000�).

10. In the �Condition� panel, click the �Edit� button to open the �Condition� dialog box. Enter the following condition, and click �OK�. [Sum of Quantity Purchased][is][less than][1000]

11. Repeat Steps 7-10 to add the following conditions and formats:

a. Name = �Over5000�, rgb value = �AAFFAA� [Sum of Quantity Purchased][is][greater than][5000]

b. Name = �Between1000and5000�, rgb value = �B0B0B0� [Sum of Quantity Purchased][is][between][1000,5000]

12. Click �OK� to exit the �Highlight� dialog box. The chart table now shows the value-keyed highlighting you specified. In particular, the very large and very small order quantities have been highlighted in green and red, respectively.

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