Measures Portlet Options

Available options depend on the type of data and software version.

Option Description
Project

Specifies the Measure Factory project that provides the data for the portlet.

Opens the Select a Data Source dialog box, which you can use to select a different data source file.

Open in another application icon. Opens the source file in another application, such as ProDiver.
Select Dimensions

Specifies the primary dimensions that display in the portlet columns. Select the check box to the left of each dimension that you want to display initially. You can use the Search box to locate specific dimensions. Click the Menu icon Menu icon. to select an Closedoption for sorting the dimensions list.

Location of the menu icon and sort options.

Span

Available for date dimensions. Specifies the time span. Options include:

  • All

  • Full Year

  • Full Year (filter out future dates)

  • Year to Date

  • Year to Complete Month

  • Full Month

  • Full Week

  • Rolling Year by Month

  • Rolling Week by Day

Period

Available for date dimensions. Specified the time period. Options include

  • Years

  • Quarters

  • Months

  • Days

Label Format

Available for Measure Factory time series. Specifies the format of the time/date column. For example, specifying the format YYYY-MM-DD returns 2020-01-20 for January 20, 2020.

YYYY Four digit year, standard calendar
YY Two digit year, standard calendar
MMMM Long month name, standard calendar
MMM Abbreviated, three-letter month name, standard calendar
MM Month number, two-digit, standard calendar
M Month number, one- or two digit, standard calendar
DD Two digit calendar day
D One or two digit day in a standard calendar, or weekday number in an ISO calendar
FYYYY Year, current selected calendar
FMM Month number, two-digit, current selected calendar
FM Month number, one- or two-digit, current selected calendar

For more information, see Time Series Column Labels.

Dimension Settings, Column settings for a specified dimension—Accessible by selecting a dimension and then clicking the Edit this dimension Closedicon.

How to access dimension settings.

Title

Specifies the column label. The default Automatic, uses the dimension name as the column label.

Size

Specifies the column width and optionally, height, in the format <w>x<h>, in pixels. The default Automatic, uses the length of the dimension name as a guideline. This option retains the set width if the dimension changes.

Overflow

Available when the column Size is set to something other than Automatic. Specifies the appearance of the display when the column value is wider than the specified column size. The default Ellipses, displays the data in a single row and adds an ellipsis (...) to each cell that overflows the column width. Other options are Wrap text and Wrap text with hanging indent.

NOTES:

  • If either wrap text options is used, and the height size is not specified, the row height is adjusted to accommodate the data.
  • If a single word is wider than the column width, the word is truncated to fit.
  • This setting does not apply to column headings.
  • Placing the pointer on a truncated value opens a tooltip that displays the full value.
Font Specifies the column font, size, and style used.
Color

Opens a color picker that you can use to select a font color. The default is to use the color defined in the portletMeasuresCellColor skin property. You can use DivePort macros for the color.

See also About the Color Pickers.

Hide totals row Available in DivePort 7.1(20) and later. Omits the word "Totals" from the heading for this column only.
Select values settings—Accessible by selecting Add > Text columns or Add > Indicator column on the dimension list page.
Constant value

Applies to DivePort 7.1(13) and later. Specifies use of a constant value in the column. You specify the value on the next page of the wizard.

CAUTION: Using $( ROW_DATA) or $( ROW_STRING) macros in a constant column can result in unexpected formatting. DI recommends that you use column values instead.

Values Specifies the data values to use in the text or indicator column.

Indicator column settings—Accessible by selecting an indicator column, and then clicking the Edit this column Closedicon.

How to open the edit this indicator column dialog box.

Type

Specifies the indicator type. Click the Change the chart icon Icon that  looks like four squares arranged two by two. if you want to select a different indicator type,

Title

Specifies the column heading. The default Automatic, uses the dimension name as the column label.

TIP: To display a blank column header, enter a space character.

Size Specifies the column width and optionally, height, in the format <w>x<h>, in pixels. The default, Automatic,

uses the length of the dimension name as a guideline. This option retains the set width if the dimension changes.

Overflow

Available when the column Size is set to something other than Automatic. Specifies the appearance of the display when the column value is wider than the specified column size. The default Ellipses, displays the data in a single row and adds an ellipsis (...) to each cell that overflows the column width. Other options are Wrap text and Wrap text with hanging indent.

NOTES:

  • If either wrap text options is used, and the height size is not specified, the row height is adjusted to accommodate the data.
  • If a single word is wider than the column width, the word is truncated to fit.
  • This setting does not apply to column headings.
Value Specifies the data value to display.
Auxiliary Measure Value Specifies a baseline or goal value that is defined in the Measure Factory.
Time series icon that looks like a gear. Opens the time series mode settings box. Options are Basic, Advanced, and Comparison.
Basic time series settings

Basic features are as follows:

Date Range

 

Specifies the date range. Options are:

  • Year to Date (The first day of the year returns 0)
  • Year to Complete Month (The first month of the year returns data for all of last year)
  • Quarter to Date (The first day of the quarter returns 0)
  • Month to Date (The first day of the month returns 0)
  • Week to Date (The first day of the week returns 0)
  • Complete Year
  • Complete Quarter
  • Complete Month
  • Complete Week
  • Complete Day
  • Rolling Year by Month (the last 12 complete months)
  • Year
  • Future Months
  • Time Range QuickView

Time period

 

Specifies the time period. Options are:

  • All
  • Current
  • Previous
  • Current Versus Previous
  • Current Versus Previous (%)

Advanced time series settings

Advanced features allow the following customization of the time period:

To Date

Uses the specified time range and offset values to define the time series. The default Time Range is the current Year to complete Day. Other options are Year to complete Month, Year to complete Quarter, Week to complete Day, Month to complete Day, and Quarter to complete Day.

The Offset value can adjust the time series by the specified time period. For example, setting the Time Range to Year to complete Day, with an offset of -1 Year, is the equivalent of last year to complete day. Available options for the offset time period are those time periods that are larger than or equal to the first time range.

Relative

Uses the specified complete time range and offset values to define the time series. The default Time Range is 1 Year, which is the current complete year. Other time period options are Day, Week, Month, and Quarter.

The Offset value can adjust the time series by the specified time period. For example, setting the Time Range to 1 Year, with an offset of -1 Year, is the equivalent of the year before the current complete year. Available options for the offset time period are those time periods that are larger than or equal to the specified time range.

Absolute

Uses the specified time range and offset values to define the time series. The default Time Range is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars.

The offset value can adjust the time series by the specified number of years.

Comparison time series settings

Available in DivePort 7.1(25) and later. Comparison time series calculates the difference between two specified time series.

To Date

Uses the specified time range and offset values to define the time series. The default Time Range is the current Year to complete Day. Other options are Year to complete Month, Year to complete Quarter, Week to complete Day, Month to complete Day, and Quarter to complete Day.

The From offset and To offset arguments specify the timeframes that are used for comparison.

Relative

Uses the specified complete time range and offset values to define the time series. The default Time Range is 1 Year, which is the current complete year. Other time period options are Day, Week, Month, and Quarter.

The From offset and To offset arguments specify the timeframes that are used for comparison.

Absolute

Uses the specified time range and offset values to define the time series. The default Time Range is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars.

The From offset and To offset arguments specify the timeframes that are used for comparison.

Colors/Images

(formerly Thresholds)

Click Add a Threshold to open the Threshold settings dialog box, which you can use to set a static or column-based threshold value and indicator Color or Image.

Click the gear icon to right of the Time Range to access the ClosedAdvanced time series option.

Gear icon.

Opens the time series mode settings box. Options are Basic and Advanced. Advanced features allow further customization of the time period.

To Date

Available in advanced mode. Uses the specified time range and offset values to define the time series. The default is the current Year to complete Day. Other options are Year to complete Month, Year to complete Quarter, Week to complete Day, Month to complete Day, and Quarter to complete Day.

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to Year to complete Day, with an offset of -1 Year, is the equivalent of last year to complete day. Available options for the offset time period are those time periods that are larger than or equal to the first time range.

Relative

Available in advanced mode. Uses the specified complete time range and offset values to define the time series. The default is 1 Year, which is the current complete year. Other time period options are Day, Week, Month, and Quarter.

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to 1 Year, with an offset of -1 Year, is the equivalent of the year before the current complete year. Available options for the offset time period are those time periods that are larger than or equal to the specified time range.

Absolute

Available in advanced mode. Uses the specified time range and offset values to define the time series. The default is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars.

The offset value can adjust the time series by the specified number of years.

Reverse colors Used when colors indicate if a data value is good or bad compared to the threshold value. Typically, a higher number is considered good, and lower numbers are bad. Select this option when the goal is met when numbers are lower than the threshold value, and numbers higher than the threshold are not wanted.
Show null values with color Applies to alert, rectangle, and slope indicators. Displays null values as an indicator in the specified color. If this option is not selected, no indicator appears for a null value.
More Settings

Available options depend on the indicator type.

For more information, see Indicator Portlet Options.

NOTE: Display settings are available for Indicator portlets only.

Sorting Settings
Allow sorting by clicking column headers Specifies that column sorting is enabled. The first time a measures portlet column header is clicked, the data is sorted in one direction (ascending order for string columns; descending order for numeric columns). The next click to the same column reverses the sort. This option is selected by default.

Initial sort

Sort By

Specifies the dimension or column on which to sort. The default is No sort.

NOTE: Users cannot modify the sort order on the portlet if the data source is a marker or a Spectre Dive file.

Sort Up Select if you want the initial dimension or value to sort up.
Sort Down Select if you want the initial dimension or value to sort down.
Drag to change dive order

Lists the initial dimensions. You can use a drag-and-drop operation to change the dive order.

NOTE: This order does not affect the column order on the portlet.

Menu icon. Resets the sort order of the initial dimension list. Options are Undo changes (restore the order to the way it was when you first visited the page) and Match display order (restore the order to match the way the dimensions appear in the portlet).
Diving Settings
Allow Dimension Changing

Enables the user to change a dimension that displays on the portlet to a dimension listed as an Available Dimension.

When enabled, a user can click the dimension column heading to display a Closedlist of available dimensions, and select the dimension to display

Change dimension option.

Allow diving Enables the user to dive on a dimension listed as an Available Dimension.
Allow diving off of search results Applies when the Miscellaneous setting, Enable quick search option is selected. Enables the ability to dive on the quick search display page.

Available Dimensions

Specifies which dimensions are available for diving or replacing an initial dimension.

You can select ALL, or clear the ALL check box to select any number of individual dimensions.

Select all dimensions to be available for viewing and diving.

NOTE: Spectre does not allow changing or diving on columns that are defined as a double data type, and therefore they are not listed as available.

Search box

If the ALL check box is clear, you can use the Search box to locate specific dimensions.

Add dimension menu icon.

Opens a Closedmenu that you can use to sort or select available dimensions.

Sort or select dimensions menu.

Edit display order

Opens the Diving and dimension changing settings dialog box showing the list of selected initial and available dimensions. You can use a drag-and-drop operation to reorder the list.

You can click Select dimensions to return to the Diving and dimension changing settings dialog box.

Add custom dimension Applies to Measure Factory projects. Allows you to add dimensions that do not appear in the data source, such as dates with a date rollup applied.
Printing Settings

Opens the Print Settings Closedpage, which you can use to set preferences for printed headers and footers on files that are exported as a result of Excel or PDF click actions.

Matrix portlet print settings dialog box.

Display Settings
# Items

Specifies the number of items that display on the portlet. For example, setting this option to 5 produces a measures portlet with five rows showing the top five items based on the sort value. All items display by default.

Filter Specifies a measure or Spectre calculation that is used to filter the data that displays. You can use DivePort macros in this expression; however, to be evaluated, the macro call must not appear within string literals (quotation marks).
Show Others

If # Items is selected, this option displays the sum of the remaining items. For example setting # Items to 5, and then selecting this option produces a portlet with the top five items plus a sixth row showing the sum of the remaining items.

Hide Null Values

If # Items is selected, this option does not display items with values that are all null or unknown.

NOTE: This does not hide dimension values if there are any values that are not null or unknown in the row.

Show Totals

Specifies that the Totals row from the source data file displays on the portlet. This option is cleared by default.

In DivePort 7.1(19) and earlier, each column that is not a summary includes the word "Totals" in its heading. Starting with DivePort 7.1(20), only the first dimension column label includes the word "Totals."

Show Titles Specifies that the column headings shown in the Column, Type, Stack table on this dialog box appear as column headings on the measures portlet display. This option is selected by default.
Allow Sorting Specifies that column sorting is enabled. The first time a measures portlet column is clicked, the data is sorted in one direction (ascending order for string columns; descending order for numeric columns). The next click to the same column reverses the sort. This option is selected by default.
Show Odd Row Coloring

Specifies that the row Closedbackground color shifts for each row. Even rows default to the page background color (windowBackgroundColor) in the underlying skin.

Example of a measures portlet with odd row coloring applied.

You can edit the following skin properties to control the coloring:

  • Odd rows: 
  • portletMeasuresOddRowColor
  • Even rows:
  •  portletMeasuresEvenRowColor
Blank Window Text Specifies that a message appears on the measures portlet if there are no rows in the data. The message can come from the data if the data source is a marker, or it can be specified in the text box. If the message is in HTML format, the portal's html-rendering-policy determines how it appears. By default, HTML is sanitized, which removes all JavaScript before it is rendered. See also Modifying the Portal Info Attributes in the portaldb.json File.
Miscellaneous Settings
Enable quick search

Adds a search box to the portlet. Helps the user to find data in a portlet.

Measures portlet quick search box.

For more information, see About Quick Search.

Fixed Columns

Specifies the number of columns, starting from the left, that are fixed in place if a horizontal scroll bar is needed. If any columns are stacked, this setting indicates the number of stacks, not actual columns.

Print Portlet PDF Instead of Page Specifies that the Print to PDF option produces a pdf version of the portlet instead of the entire DivePort page. If multiple portlets have this option set, the pdf renders each portlet on a new page.
Include Parent Info Available when Print Portlet PDF Instead of Page is selected. Adds information about parent dives to the pdf output.
Default Item Height /Minimum Item Height

Defines the minimum row height, in pixels. The default, auto, is defined as 20.

  • If the tallest item is shorter than or equal to the Minimum Item Height, the defined value is used.
  • If the tallest item is taller than the Minimum Item Height, the row height adjusts to display the entire item.
Text Settings Applies to text indicator columns
Font Specifies the font style and size of the text indicator. The default is Auto.
Justification Specifies the text horizontal alignment in the column. The default is Automatic. Other options are Right, Left, Center, and Decimal.
Vertical Alignment

Specifies the text vertical alignment in the column. The default is Automatic. Other options are Top, Middle, and Bottom.

NOTE: This option can be used with a customized row height that is larger than the default. Typically, the row height is not much more than the text line height, and in that case, this option has minimal effect.

Format Defines the text format. For more information, see Formatting Numeric Values. The default is Automatic. This option accepts macros.
Style Column

Allows you to select a data column that has style settings that you want to apply to the column in the portlet instance. Values in the style column can contain the following style properties::

  • ValueFormat—Specifies the format of numeric values. For example, ValueFormat="0.0000". See Formatting Numeric Values.
  • Font—Specify font properties. For example, Font="Verdana 12pt bold".
  • Color—Specify an RGB color code. For example, Color="86,141,102".
  • Justification—Specify Left, Center, or Right. For example, Justification="Left".

Each data value in the column can contain multiple comma-separated styles. For example, ValueFormat="0.000",Color="86,141,102",Justification="Center"

Color Settings Applies to text indicator columns.

See also Coloring a Text Indicator Column in a Measures Portlet

Color Column Specifies an alternate summary column that is used for exception coloring.
Time Range (Basic)

Time Range

 

Specifies the date range. Options are:

  • Year to Date (The first day of the year returns 0)
  • Year to Complete Month (The first month of the year returns data for all of last year)
  • Month to Date (The first day of the month returns 0)
  • Week to Date (The first day of the week returns 0)
  • Complete Year
  • Complete Month
  • Complete Week
  • Complete Day
  • Rolling Year by Month (the last 12 complete months)
  • Year
  • Future Months
  • Time Range QuickView

Time period

 

Specifies the time period. Options are:

  • All
  • Current
  • Previous
  • Current Versus Previous
  • Current Versus Previous (%)
Time series icon that looks like a gear. Opens the time series mode settings box. Options are Basic and Advanced.
Advanced time series settings
To Date

Uses the specified time range and offset values to define the time series. The default is the current Year to complete Day. Other options are Year to complete Month, Year to complete Quarter, Week to complete Day, Month to complete Day, and Quarter to complete Day.

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to Year to complete Day, with an offset of -1 Year, is the equivalent of last year to complete day. Available options for the offset time period are those time periods that are larger than or equal to the first time range.

Relative

Uses the specified complete time range and offset values to define the time series. The default is 1 Year, which is the current complete year. Other time period options are Day, Week, Month, and Quarter.

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to 1 Year, with an offset of -1 Year, is the equivalent of the year before the current complete year. Available options for the offset time period are those time periods that are larger than or equal to the specified time range.

Absolute

Uses the specified time range and offset values to define the time series. The default is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars.

The offset value can adjust the time series by the specified number of years.

NOTE: The edit measures portlet wizard indicates that a check box column is added to the portlet when you add a crosslink click action with the option to add a check box for column selection.

Indication that a checkbox columns has been added to a measures portlet

See also: