Interacting with a Gauge Object

The Gauge Object provides the following interactive features:

  • Details popover

  • Drill anywhere

  • Drill-down

  • Data-entry (in drill down windows)

  • Other features in the contextual menu (sliding toolbar)

Any changes made to a Gauge Object using the functions listed above will be lost if you leave the Screen or update it, except for data entry actions.

 

Details popover

When you hover over a secondary value label or a marker, a Block details popover will appear. The popover will display relevant information related to the associated Block, such as its total value and its heading.

 

Drill anywhere

The Drill anywhere feature allows you to configure a default Drill-down for the Gauge Object.

To configure it, proceed as follows:

  1. Double-click on the Gauge area or select it and click the Drill anywhere icon () in the sliding toolbar
  2. The Entity list you can drill-down on will appear in the drill configuration window
  3. Select the desired Entity and click OK to save the drill and to perform it. The configured drill data is always displayed in a Data View

 

Once the drill is saved, it can be easily performed again on the Gauge by double-clicking it or by selecting it and clicking on the Drill-down icon ().

The Drill anywhere function is available also in the Drill-down windows, so you can create your own drill-down paths at different levels of granularity. Learn more about drilling down in a Data View Object.

 

Drill-down

Once you have configured a drill using the Drill anywhere feature, double-click on the Gauge area or select it and click the Drill-down icon () to perform it again.

 

Data-entry (in drill down windows)

Although the Gauge Object doesn't allow it directly, you can perform data entry actions in Data Views displayed in drill down windows. See Data entry on Cubes and Data Block settings for more details.

When data entry is enabled on a Cube, the background of totals cells turns yellow while the background of values cells turns ivory (unless otherwise formatted), as in the following example:

To perform a data entry action, double-click on a cell to enter data (either by typing a value, by uploading a file or a picture, by picking a date from a date picker and so on).

If Save/Undo mode is enabled on the Screen, after you have entered a value press the save icon at the top left of the Data View to actually save the value in the Cube. To do this, you can also press the F9 key on your keyboard.

The undo arrow icon allows to restore the last saved values (i.e. it discards all unsaved changes).

Unsaved values and totals that depend on those values are shown in red. When you press the save icon, their text color will change to match the text color of previously saved values, indicating that all changes have been saved in the target Cube.

When data entry option is enabled in the Layout, after you have manually entered data in a cell, the contextual menu (sliding toolbar) in the top left corner of the Data View will automatically show the Save/Undo icons (if Save/Undo mode is enabled on the Screen) and the Lock/Unlock icons (see Lock and Spread for more details).

 

The Contextual menu (sliding toolbar)

When you hover over a Gauge Object, the contextual menu icon () appears in the top left corner. Click on it to reveal the contextual menu as a sliding toolbar. You can fully expand it by clicking on the downward facing arrow on the right.

The contextual menu includes the following icons by default (unless otherwise configured):

  • The Layout icon . Opens the Layout editor
  • XLSX icon . Exports data in a MS Excel Worksheet as a flattened table
  • Export printable report . Export the Object as as a PDF file or a PNG file (image)
  • Comment icon . Displays any comment attached to the Object (if any). Depending on the comment configuration, the icon displayed can be a balloon icon, a question mark icon or an alert icon

 

 

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