Reading your Dashboard

NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop.

The Dashboard includes
a powerful feature that allows you to “drill down” and view the data behind
each of your performance gauges and reporting charts. Whenever you see
a gauge or chart, simply double-click on it. A grid window will open,
showing you the appropriate data that is used to build that gauge or chart.

When drilling down on a chart, you can double-click in two
different areas. Double-clicking on a chart
element –
like a column, bar, or piece of the pie –
will open a grid window that displays just the data behind that single
element. Double-clicking on any other portion of the chart – like the blank white space – will open the entire report window
that belongs to this panel, allowing you to view all the data behind the
chart. Whenever you see a data grid or table displaying data from a set of records, try double-clicking on an individual row to open up an individual
record.

Customization Options
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The Dashboard data grids include some great customization tools to help
you analyze your data. Use the tools in the Customize
group of the ribbon or right-click on any column header and choose from
the following features on the displayed menu:

• Sort –
  Clicking Sort Ascending or
  Sort Descending
  is the same as single-clicking on a column header. Use either method
  to sort your data by the desired column.

• Summary –
  Add summary capabilities to any column on the report. Summary features
  include: totaling a column,
  averaging a column, finding
  the maximum or minimum
  value in a column, or calculating the total
  count of a column. The summary information is displayed in
  the report footer as well as in the footer section of each group.

• Group By
  – The report data grids also have grouping capabilities. For example,
  to group all invoice records by the
  Invoice Type field, simply right-click on the
  Invoice Type column and select
  Group By This Field. Another option is to click Group
  By Box on the ribbon (or right-click and select it from the
  menu). The Group By Box will
  be displayed above the data grid. Simply drag-and-drop one or more
  columns to this box and your data will be divided into separate groups.

• Filter –
  Use the filtering feature to narrow down a large set of data to a
  smaller set that you really care about. To start filtering your data,
  click Filter the Data on the
  ribbon (or right-click and select it from the menu). You will notice
  a new funnel symbol appear in the header of each column. Click one
  of those symbols to see the options that can be used to narrow down
  your data. If you don’t see what you’re looking for, try selecting
  the Custom option from the
  list. You can then build your own custom filters for each column.
  When you’re done filtering your data and are ready to return to the
  original full data set, simply right-click the column and select Clear All Filters from the menu.

• Column Chooser
  – To change which columns are displayed in the grid, click
  Column Chooser onthe ribbon (or right-click and select it from the menu). In
  the Column Chooser, select
  the columns you’d like displayed in your grid layout. After closing
  the Column Chooser, drag-and-drop
  your column headers to rearrange the data. Columns can also be resized
  by either dragging and dropping the splitter bar between two columns
  or selecting Best Fit from
  the pop-up menu.

• Save Data Grid
  Customization -Any
  customization you make to the data grid is automatically saved with
  the report. The next time the report is opened, the data grid will
  be displayed with the last customization options you chose.