Compiere Management Dashboards
Compiere Management Dashboards give users insight into critical data that they need to improve individual and organizational performance. Included in this component are a variety of charts that are fully integrated with Compiere ERP processes and data, giving business users immediate visibility to the key metrics that they need to improve process efficiency.
Here are some of the highlights of Compiere Management Dashboards:
- Adobe Flex based interactive charts that can convey key information in an impressive manner
- A wide variety of widgets and charting options
- AJAX enabled charts that can be updated on the client side
- Charts can be saved or printed at any time
- Dashboards can be parametrized allowing users to get different views of data
- Cross-platform and cross-browser support
- Quick and easy to install as a Compiere component
- Integrated with Compiere ERP, giving users insight into critical business data
- Extensible using the Compiere Application Dictionary
- Drill-downs to underlying data is supported
- Role based dashboards can be defined to customize Compiere home page
- Over 25 seeded dashboards showing key metrics
Interactive Charts
Compiere Management Dashboards present data in a rich and interactive visual interface. There are a variety of widgets and charting options available to the user. The user can change the widget type and charting options at any time, and the data will immediately be redrawn on the client side in the chosen format. Charts can be saved or printed at any time by simply using the right mouse click, and then choosing the appropriate option.
ERP Integration
Compiere Management Dashboards are integrated with Compiere ERP processes and data, allowing users to get immediate insight into some key performance indicators. There are over 25 pre-seeded dashboards, and users can easily create their own by using the Compiere application dictionary.
Drill-down
The dashboards come with drill-down capability, giving users easy access to the underlying data. When the user sees any anomaly in the data, they can immediately analyze the issue by simply clicking on the data point to bring up the underlying data records in the appropriate Compiere window.
Parameters
The dashboards can also be parametrized to allow the user to get different views of the data. For example, the "Top 5 products" dashboard has Product Category as a parameter. If the product category is not specified, the 5 products with the most sales across all categories will be shown. If a category is chosen, the 5 products with the most sales in the chosen category will be shown.
Role Based Dashboards
The Compiere home page can be customized to show a set of chosen dashboards based on the role that the user is logging in with. For example, a user logging in with a Sales role can see a set of sales dashboards, while a user logging in with a Purchasing role can see a set of purchasing dashboards. A dashboard can also be setup to show data relevant to the user logging in. For example, you can setup a "My Requests" dashboard that shows the user the status of all the requests created by him.
From the home page dashboards you can get a more detailed view of the dashboard as well as change the chart type, by simply clicking on the zoom icon on the top-right hand corner. You can also refresh the dashboard at any time by clicking on the Refresh icon next to it.
Widget Gallery
Compiere Management Dashboards offer a large variety of widgets and charting options.
Column Charts
Column charts represents data points as a series of vertical columns. The Series Style option can be changed to alter the display when the chart data consists of multiple series. The Data Label field can be used to determine the position of the data label.
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Column Chart -Series Style : Clustered, Data Label : Outside
In clustered column charts, each data series is rendered as a separate column. |
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Column Chart - Series Style : Overlaid, Data Label : Inside
In overlaid column charts, each data series is rendered in front of the previous series. |
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Column Chart - Series Style : Stacked, Data Label : Inside
In stacked column charts, each data series is rendered on top of the previous series. |
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Column Chart - Series Style : 100%, Data Label : Inside
In 100% column charts, each data series is rendered on top of the previous series, adding up to 100%. |
Bar Charts
Bar charts represent data points as a series of horizontal bars. The Series Style option can be changed to alter the display when the chart data consists of multiple series. The Data Label field can be used to determine the position of the data label.
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Bar Chart - Series Style : Clustered, Data Label : Inside
In clustered bar charts, each data series is rendered as a separate bar. |
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Bar Chart - Series Style : Overlaid, Data Label : Inside
In overlaid bar charts, each data series is rendered in front of the previous series. |
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Bar Chart - Series Style : Stacked, Data Label : Inside
In stacked bar charts, each data series is rendered on top of the previous series. |
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Bar Chart - Series Style : 100%, Data Label : Inside
In 100% bar charts, each data series is rendered on top of the previous series, adding up to 100%. |
Pie Charts
Pie charts represent data points as wedges of a pie. The Data Label field can be used to determine the position of the data label.
Line Charts
Line charts represent data points as a points connected by a continuous line. The Line Form specifies how lines are drawn between the data points on the chart. The Series Style option can be changed to alter the display when the chart data consists of multiple series.
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Line Chart - Segment line form
If the Line Form of "Segment" is used, the data points are connected by straight lines. |
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Line Chart - Curve line form
If the Line Form of "Curve" is used, the data points are connected by smoothed lines. |
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Line Chart - Horizontal line form
If the Line Form of "Horizontal" is used, the data points are connected by horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the latter data point. |
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Line Chart - Reverse Step line form
If the Line Form of "Reverse Step" is used, the data points are connected by horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the former data point. The horizontal lines are then connected with vertical lines. |
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Line Chart -Step line form
If the Line Form of "Step" is used, the data points are connected by horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the latter data point. The horizontal lines are then connected with vertical lines.
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Line Chart -Vertical line form
If the Line Form of "Vertical" is used, the data points are connected by vertical lines from the y-coordinate of a data point to the y-coordinate of the next data point at the x-coordinate of the latter data point. |
Area Charts
Area charts represent data as an area bounded by the line connecting the data points. The line form specifies how lines are drawn between the data points on the chart. The Series Style option can be changed to alter the display when the chart data consists of multiple series.
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Area Chart - Line Form - Straight, Series Style : Stacked
Look for more details about the Line Form options in the Line Charts section.
Look for more details about the Series Style options in the Column Charts section.
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Geo Maps
Geo maps represent data points that correspond to countries on a geographical map. Multiple series are shown in separate tabs. The map supports panning and zooming. The data point determines how to display the data point on the map. The display region specifies the area of the world that the Geo Map will initially render. If none is specified, the Geo Map will render the data on the world map.
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Geo Map - Data Point : Region
If the Data Point of "Region" is used, the region specified by the data point is filled. |
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Geo Map - Data Point : Circle
If the Data Point of "Circle" is used, each data point is rendered as a circle. |
Scatter Chart
Scatter charts represent data points with two values as points. This chart support panning and zooming so users can better examine data points that are rendered close to each other.
Bubble Chart
Bubble Charts represent data points with three values as bubbles of varying sizes. This chart support panning and zooming so users can better examine data points that are rendered close to each other.
Creating your own dashboard
Compiere Management Dashboards can be extended using the Compiere Application Dictionary. Use the following steps to create your own dashboard:
- Create a view containing the required data to be shown on the dashboard. A number of views are available in Compiere. If the data required to be shown on the dashboard is not included in an existing view or table, create a table or view of the data using the application dictionary. (For details on how to create a table or view, please refer to documentation on the Compiere Application Dictionary.)
- Create a Report View based on the table or view created in step 1. When you create a Report View, you can apply filtering criteria, if applicable, to filter the records contained in the view. (For details on how to create a report view, please refer to documentation on the Compiere Application Dictionary.)
- Create a dashboard widget format:
- Logging in with the System Administrator role, open the Dashboard Widget Format window, and create a new record.
- Enter a name and description for the widget.
- Select the report view created in Step 2 that represents the data to be shown in the widget.
- Select the default widget type. The widget type specifies how data are represented on the dashboard widget. The widget type specified here will be the default format used for the widget. This can by changed dynamically by the user on the client side, giving them the ability to review the data in different formats. The following is an overview of the supported widget types:
- Area Chart
The area chart represents data as an area bounded by the line connecting the data points.
- Bar Chart
The bar chart represents data points as a series of horizontal bars.
- Bubble Chart
The bubble chart represents data points with three values each as bubbles of varying sizes.
- Column Chart
The column chart represents data points as a series of vertical bars.
- Geo Map
The geo map represents data points that corresponds to a country on a geographical map.
- Line Chart
The line chart represents data points as points connected by a continuous line.
- Pie Chart
The pie chart represents data points as wedges of a pie.
- Scatter Chart
The scatter chart represents data points with two values each as points.
- Enter the maximum row count, if applicable. This field can be used to limit the data shown in the dashboard. If this number is specified, the results of the query generated will be limited to the first "N" number of unique values for the category. The number specified here can be used in conjunction with sorting criteria to create dashboards which show the top "N" number of data points. For example, you can create a dashboard that shows the "Top N Products", by specifying Product as the category, and sales amount as the data point sorted in descending sort order. You then need to specify the number "N" as the maximum row count. The dashboard data is then limited to first "N" number of products returned by the query in descending order of the sales amount. Please note that this technique can only be used when you have a single category.
- Select the line form in the case of Line Chart or Area Charts. The line form specifies how lines are drawn between the data points on the chart:
- Curve
Draw smoothed lines between data points
- Horizontal
Draw horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the latter data point.
- ReverseStep
Draw horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the former data point. Connect the horizontal lines with vertical lines.
- Segment
Draw straight lines between data points
- Step
Draw horizontal lines from the x-coordinate of a data point to the x-coordinate of the next data point at the y-coordinate of the latter data point. Connect the horizontal lines with vertical lines.
- Vertical
Draw vertical lines from the y-coordinate of a data point to the y-coordinate of the next data point at the x-coordinate of the latter data point.
- Select the series style in the case of Column Charts or Bar Charts. Specifies how multiple data series are rendered against each other on the chart:
- Clustered
Render each data series as a separate column / bar.
- Overlaid
Render each subsequent data series in front of the previous data series.
- 100%
Render each subsequent data series on top of the previous data series, adding up to 100%.
- Stacked
Render each subsequent data series on top of the previous data series.
- Select the Data Label renderer. The data label option specifies how the data labels should be rendered on a bar, column or pie chart:
- Callout
Render labels outside of the pie with lines associating each label to the associated wedge.
- Inside
Render labels inside pie wedges, bars or columns if space permits.
- Outside
Render labels around the boundary of pie wedges or the tip of bars and columns.
- Inside with Callouts
Render labels inside the pie wedges when possible and as callouts when it is not.
- Select the Data Point renderer in the case of Geo Maps. The data point specifies how each data point should be rendered on the map:
- Circle
Render each data point as a circle
- Region
Fill the region specified by the data point
- Select the display region, if applicable, in the case Geo Maps. The display region specifies the area of the world that the Geo Map will initially render. If none is specified, the Geo Map will render the data on the world map.
- Enter the Width and Height (in pixels) of the widget. This width and height will be used when the widget is rendered on the home page, or when it is included in a dashboard containing multiple widgets.
- The following is a snapshot of the Dashboard Widget Format for the "Sales by Period and Sales Rep" widget:
- Select categories for your dashboard. A category represents how the values shown the widget are grouped (e.g. you can group the sales amount, profit amount and other such data points by period, or by customer, or by both).
- Enter the appropriate name for the category
- In the dimension field, select the appropriate column from the view as the category
- If the result set should be sorted by this category, choose the appropriate option from the "Order By" list:
- Key Column
Use the column specified on the dimension for sorting. When used with table, table direct or search references, the sort criteria is based directly on the ID (key) column rather than the display column.
- Display Column
Use the display column for sorting. For table, table direct, and search references, the value of the display column will be used for sorting
- If sorting by this category, choose the sort order by using the "Ascending Sort Order" checkbox.
- The following is a snapshot of the category "Period" for the "Sales by Period and Sales Rep" widget:
- Select data points for your dashboard. A data point represents a value to be shown on the dashboard.
- Enter the appropriate name for the data point
- In the dimension field, select the appropriate column from the view as the source of the data point.
- Choose the appropriate Summary Criteria (Average, Count, Standard Deviation, Maximum, Minimum or Sum)
- Choose sorting criteria, if applicable.
- The following is a snapshot of the data point "Sales" for the "Sales by Period and Sales Rep" widget:
- Create a dashboard definition.
- In the Report and Process Window, create a new record
- Enter appropriate name and description
- Select the "Report" checkbox, and then the "Dashboard" checkbox
- In the "Parameters" tab, enter all the parameters for the dashboard
- In the "Widgets" tab, select the dashboard widget created earlier. You can have multiple widgets in the dashboard if appropriate.
- Create a menu entry for the dashboard
- In the Menu window, create a new record
- Enter the appropriate name for the menu
- Select the Action of "Report" and then choose the dashboard created in step 6 in the Process field.
- Run Role Access Update
- As always run this process so all automatic roles will have access to this new dashboard. (For manual roles, you will need to explicitly give access to the dashboard using the role window.)
Adding Dashboard to Role
Compiere Management Dashboards can be configured to be shown on the home page based on the role that the user logs in with. To include a dashboard in the home page for a role, you will need to perform the following steps:
- Logging in as tenant admin, open the "Role" window
- In the "Role Widget" tab for the role, you can add one or more dashboards
- Once this had been done, the user should see the chosen dashboards on their home page as shown below:
From the home page, the user can switch to the detailed view of the dashboard by clicking on the Zoom icon on the top-right hand corner. They can also refresh the dashboard by clicking on the Refresh icon to the left of the Zoom icon.
Dashboard Detail View
Once a dashboard has been created (using the steps described above), a user can view the dashboard by clicking on the "My Dashboards" icon. This takes you to a listing of all the dashboards that are accessible to the user as per their security settings. The user can then select the dashboard to view it. Here is a snapshot of a single widget dashboard:
The user can now select parameters to refine the data that is shown. For example, the user can see the top 5 products in a particular category, by selecting the category and clicking on the "OK" button. Similarly, they can find the top 5 products for a specific group of Customers by entering the Business Partner Group. Here is a snapshot of the same dashboard for the category of "Bushes":
In this window, the user can dynamically change the widget type to view the data using a different widget. Additionally, they can change charting options such as Series Style, Line Forms, and Data Labels. Here is a snapshot of the same data using a column chart:
Please note that when changing widget types, you should ensure that the dashboard format contains the data required for that widget type. For example, for the widget type of Geo Map, the first category needs to be country. For Scatter charts, you need 2 data points, and for bubble charts, you need 3 data points.
When you view a dashboard using the detailed view, the legend will be shown. This is particularly useful in a chart with multiple series such as the one shown below:
Please note that the legend will not be shown when the same widget is included on the home page or in a multi-widget dashboard due to size restrictions.
Multi-Widget Dashboards
Compiere Management Dashboards support multi-widget dashboards. You can add as many widgets as required using the "Dashboard Widgets" tab in the "Report & Process" definition of the dashboard. If your multi-widget dashboard has parameters, the parameter will be applied to all of the widgets in the dashboard. You can take advantage of this facility by showing multiple related widgets together. For example, you can create a Sales Dashboard with multiple widgets showing different views of your sales data. You can then parameterize this dashboard by Business Partner group to refine all the widgets to show sales to a set of customers. Here is a snapshot of the Sales Dashboard seeded in Compiere:
The previous snapshot shows a lot of different information about sales. Now the user can see the same information for only a subset of the customers by simply picking a value for the Business Partner Group parameter, as shown below:
