- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Configuring the context bar
Most of the dashboards in TemplateOne have a context bar at the top that displays context information and KPI's. You can configure the elements in the context bar. TemplateOne supports up to 6 elements, that can be configured in the HTML panel. See also HTML Panels.
You can configure more than 6 elements. However, this may affect the readability of the context information.
To add a context bar to a new dashboard you can copy the code in the Expression from an existing dashboard and change the configuration.
The configuration consists of setting the number of elements and the individual elements.
Follow these steps to change the number of elements in the context bar.
|
Step |
Action |
|---|---|
|
1 |
Click on the expression in the Expression field in the General panel to edit the expression. |
|
2 |
Set the integer in the
Number_of_KPIs variable to the number of elements you want to display in the context bar.
|
See the illustration below.
var Number_of_KPIs := 3;var Number_of_KPIs := 3;The configuration of the individual elements consists of setting a number of variables.
|
Element |
Description |
|---|---|
|
KPI_n_title |
The name of the element or KPI to be displayed on the context bar. |
|
KPI_n_present |
The actual metric computed to be shown for the selected period. |
|
KPI_n_comparison |
The comparison metric that is shown next to the actual metric. Usually, this is a metric containing data outside of the selected period. |
|
KPI_n_higher_is_better |
The value that determines if an increase for the KPI should be considered to be an improvement. This influences the color or the comparison KPI: green - better, red - worse. |
|
KPI_n_action |
The action that makes the element clickable. By default, actions are not used, but the option to have this configured is available. |
See the illustration below.
// KPI 1
var KPI_1_title := 'Average throughput time';
var KPI_1_present := metric(Metric_cases_average_throughput_time, filter(records, activeperiodfilter));
var KPI_1_comparison := metric(Metric_cases_average_throughput_time, filter(records, not activeperiodfilter));
var KPI_1_higher_is_better := false;
var KPI_1_action := Action_analyze_total_case_value;// KPI 1
var KPI_1_title := 'Average throughput time';
var KPI_1_present := metric(Metric_cases_average_throughput_time, filter(records, activeperiodfilter));
var KPI_1_comparison := metric(Metric_cases_average_throughput_time, filter(records, not activeperiodfilter));
var KPI_1_higher_is_better := false;
var KPI_1_action := Action_analyze_total_case_value;You can add a context bar to a new dashboard or you can add additional KPIs to the context bar.
Make sure that you enable an Extra period if you create another bar on a dashboard or copy one of the existing bars.
Follow these steps to add an extra period.
|
Step |
Action |
|---|---|
|
1 |
Open TemplateOne in your developer environment. |
|
2 |
Go to the dashboard for which you want to configure the context bar. |
|
3 |
Click on the context bar. |
|
4 |
Go to the HTML panel tab. |
|
5 |
Click on
nonein the Extra period field in the General panel and select the extra period.
|
See the illustration below.
If you want to configure more than 6 elements for the context bar, you must copy the set of elements and adapt these for each new element. You must also copy and adapt the code for each new element and add it to the list of KPI's at the end of the expression. See the illustration below.
