1. iVend Retail 6.5
Dashboard Designer

2. Agenda Overview Features Pre-requisites
Things to ask before designing a Dashboard
Designing Dashboard
Artifacts
Q & A

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Overview
Fully interactive business intelligence dashboards
Drag & drop feature to create dashboards in record time
Can be viewed from iVend management console/ any standard browser using the iVend web viewer
Delivers flexible, interactive and fully customizable user experiences
Optimized results for real-time data consumption and analysis
Results are immediate, accurate and always relevant
Insightful and information rich decision support systems for executives and business users across platforms and devices
Getting information is just a matter of selecting the appropriate UI element (Chart, Pivot Table, Data Card, Gauge, Map or Grid) and dropping data fields onto corresponding arguments, values and series
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4. Features

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Features
Dashboard items can be used to visualize data on the dashboard in various ways and apply filtering using filter elements
Interactivity features allow end-users to apply filtering to a dashboard or analyze data at different detail levels
Data shaping features provide the capability to use various data shaping operations such as grouping, sorting, filtering, formatting, etc.
Dashboard items arranged to a separate layout group and enable group filtering
Printing and exporting capabilities allow end-users to print/export dashboard items or the entire dashboard
Customize built-in popup menus and/or create new custom menus
Change the width of columns in a Grid dashboard item (including Auto Width and Best Fit)
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Features
Associate individual fields with a color palette to colorize dimension values and specific measures
Allow end-users to resize individual dashboard items and/or entire layout groups
Customize underlying controls and widgets used to visualize data within dashboard items
Execute custom actions when end-users select or highlight chart series points, grid rows, cards, etc.
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7. Features - Extended master filtering capabilities
ComboBox
ListBox with multiselection
TreeView
DropDown with multiselection
RadioGroup
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Pre-requisites
Dashboard planning requires thought and input from people who:
Know organization's Key Results Areas and can identify and define its Key Performance Indicators
Can group these indicators by areas of responsibility, and who know who needs to see what information
Know what data is available in iVend database
Understands Active Metrics and its capabilities
Dashboard creation requires skill in User interface design and information display, And to be able to select the most appropriate widgets (displays) for each metric in the dashboard
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9. Things To Ask Before You Build A Dashboard
What purpose does this Dashboard serve?
Who is the target audience for this dashboard?
What are we measuring?
Do we have our measures clearly defined?
What type of views does this dashboard have?
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10. Dashboard Designing

11. Dashboard Designing Concepts
Providing Data
Presenting Dashboard
Storing Dashboard
Printing & Exporting
Designing Dashboard
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Dashboard Designer
The iVend Dashboard provides an intuitive UI that facilitates:
Data binding
Data shaping
Layout design
Complex tasks can be accomplished with simple drag-and-drop operations provided by iVend dashboard
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13. Dashboard Designing - Designer
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14. Dashboard Designing - Parameters
Dashboard Parameters are used when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field)
Steps to use dashboard parameters:
Create Parameter
Pass Parameter value
Request Parameter value
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15. Steps to use Dashboard parameters
Create Parameter
Pass Parameter value
Request Parameter value
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16. Dashboard Designing – Dashboard Items
When grouped by Type, Dashboard items can be categorized as -
Data Visualization Items - Represent UI elements which are used to display data within the Dashboard
Filter Elements - To apply filtering to other dashboard items
Dashboard Item Group - Arranges dashboard items and allows user to manage interaction between dashboard items within and outside the group
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17. Dashboard Designing – Dashboard Items
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18. Dashboard Designing – Dashboard Items
Chart
Cards
Geo Point Maps
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19. Dashboard Designing – Dashboard Items
Grid
Gauges
Choropleth Map
Pies
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20. Dashboard Designing – Data Shaping
Summary - Calculates summary against the specified measure
Grouping - Group dimension values and display summaries for entire groups rather than individual values
Filtering - Allows sorting by measure values as well
Sorting - Can be applied to each individual data-aware dashboard item
Top N - Display only a limited number of values that correspond to the highest or lowest values of a particular measure
Formatting Data - Customize various data format settings for numeric and date-time values
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Dashboard Designing – Interactivity
Master Filtering - The Master Filter item supports two selection modes.
Multiple - Allows to select multiple elements in the Master Filter item.
Single - Allows to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. User can change this selection, but can’t clear it.
(To enable/disable master filtering, use the Multiple Master Filter or Single Master Filter buttons in the Data Ribbon tab.)
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Dashboard Designing – Interactivity
Drill - Down - Allows end-users to change the detail level of data displayed in a dashboard item.
The Drill-Down feature enables users to drill down to display detailed data, or drill up to view more general information.
(To enable drill-down, click the Drill-Down button in the Data Ribbon tab (or the button if you are using the toolbar menu)
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Dashboard Designing – Layout
Title - The Dashboard Title is located at the top of the dashboard surface. It can contain text or image content.
Items Layout - The Dashboard Designer provides the capability to arrange and resize dashboard items and groups in various ways, using simple drag-and-drop operations.
Item Caption - Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons.
Item Group - Dashboard provides the capability to combine dashboard items into a group. The dashboard item group serves two main purposes:
- Combine dashboard items within the dashboard into a separate layout group.
- Manage interaction between dashboard items within and outside the group.
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Dashboard Designing – Printing and Exporting
To print or export the entire dashboard, click the button in the dashboard title area and choose the required action -
Print Preview - The Preview window will be invoked. Here, you can change the orientation and size of the printed page, specify the margins, scale the document, etc.
Export to PDF or Export to Image - The Export To... dialog will be invoked
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Dashboard Designing – Refresh Interval
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Dashboard Designing – Quick Tips
Clear and suitable naming convention
Applying appropriate time frames
Using consistent date formatting
Truncate large values
Be selective with the amount of data to display
Use menus and filters to simplify complex data sets
Use colors to alert and notify users
Don’t try to put everything in a single dashboard..!!
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27. Artifacts

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Artifacts
Citixsys Knowledge Portal CKP -> iVend Extensibility Landing page iVend Add-On developer guide: CKP -> Document Store -> Product Documentation -> iVend Retail -> iVend Retail 6.5 -> iVend_Retail_6.5_.Reports & Dashboard User Manual.rar
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29. Question & Answers