Table of Contents

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Dashboard component offers a graphical representation of data on the page. 

Note

Dashboard component is configured into an XML file.

Getting Started

Component XML File

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  • <title> - is used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the presentable name of the component.
  • <iconclass> - is used to define a font awesome icon class that will be used to render the icon of the component. 

    Note

    Use font awesome icon class supported by version 4.7.0.


  • <ejb> - is used to define a process ejb class name in which the method that will be used to retrieved chart’s data is implemented.
  • <method> - is used to define the method that will be used to retrieve chart's data.
  • <type> - is used to define the type of the chart. 

    Note

    Allowed values are BAR, DONUT, LINE, PIE, STACKED_BAR and SUMMARY.


  • <orientation> - is used to define the orientation of the chart's data.

    Note

    Allowed values are VERTICAL and HORIZONTAL.

    Applicable only for chart types BAR and STACKED_BAR.


  • <xaxislabel> - is used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the X axis title.

    Note

    Applicable only for chart types BAR, LINE and STACKED_BAR.


  • <yaxislabel> - is used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the X axis title.

    Note

    Applicable only for chart types BAR, LINE and STACKED_BAR.


  • <settings> - is used to defined the chart settings and should follow the below structure.

    Code Block
    languagexml
    <settings>
    	<setting>
    		<id></id>
    		<label></label>
    		<classname></classname> 
    	</setting>
    </settings>
    


    Note

    Settings must have the same order as the ejb method parameters.

    Each setting tag should consist of:

    • <id> - is used to define a unique id for the setting that will be used to construct dashboard component's xml.
    • <label> - is used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the setting label.
    • <classname> - is used to define the class name of the data object that is mapping with the setting. 

  • <summarypage> - is used to define the summary page path that will be opened upon clicking on chart's data.
  • <summarypageparameters> - is used to define the parameters that will be passed to the summary page upon clicking on chart's data and should follow the below structure.

    Code Block
    languagexml
    <summarypageparameters>
    	<summarypageparameter>
    		<name></name>
    		<classname></classname>
    		<field></field> 
    		<axis></axis>
    	</summarypageparameter> 
    </summarypageparameters>
    


    Note

    Summary Page Parameters must have the same order as Settings order.

    Each summary page parameter tag should consist of:

    • <name> - is used to define a valid summary criterion xpath of the specified summary page.
    • <classname> - is used to define the class name of the data object that is mapping with the specified xpath.
    • <field> - is used to define the class field that will be used to load the data object.

      Note

      Applicable only for CRMDO objects.


    • <axis> - is used to define the axis that will be used to get the parameter value.

      Note

      Applicable only for chart types BAR, LINE and STACKED_BAR.




  • <columns> - is used to define the columns of a summary chart type and should follow the below structure.

    Code Block
    languagexml
    <columns>
    	<column>
    		<label></label>
    	</column> 
    </columns>
    


    Note

    Applicable only for chart type SUMMARY.

    Columns are mapping with the chart's data. For example, if the method that retrieves chart's data returns HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>> then the columns should be associated with subscription type, product and number respectively. 



  • Each column tag should consist of:

    • <label> - is used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the summary column header label.

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Expand
titleVertical Bar Chart
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titleOutput

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title.xml
Code Block
languagexml
themeEclipse
<?xml version="1.0" encoding="UTF-8"?><dashboardcomponent xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dashboards.xsd">
	<title>key_effective_subscriptions_per_type_and_service</title>
	<iconclass></iconclass>
	<ejb>CRMProcessSubscriptionBean</ejb>
	<method>loadSubscriptionsPerTypeAndProduct</method>
	<type>BAR</type>
	<orientation>VERTICAL</orientation>
	<xaxislabel>key_subscription_services</xaxislabel>
	<yaxislabel>key_number_of_subscriptions</yaxislabel>
	<settings>
		<setting>
			<id>types</id>
			<label>key_subscription_types</label>
			<classname>com.crm.dataobject.subscriptions.CRMDOSubscriptionType</classname>			
		</setting>
		<setting>
			<id>serviceTypes</id>
			<label>key_service_types</label>
			<classname>com.crm.dataobject.products.CRMDOProductType</classname>			
		</setting>
	</settings>
	<summarypage>subscriptions/subscriptions</summarypage>	
	<summarypageparameters>
		<summarypageparameter>
			<name>types</name>
			<classname>com.crm.dataobject.subscriptions.CRMDOSubscriptionType</classname>	
			<field>name</field>
			<axis>Z_AXIS</axis>
		</summarypageparameter>
		<summarypageparameter>
			<name>serviceTypes</name>
			<classname>com.crm.dataobject.products.CRMDOProductType</classname>	
			<field>code</field>
			<axis>X_AXIS</axis>
		</summarypageparameter>
	</summarypageparameters>
	<columns>
		<column>
			<label></label>
		</column>		
	</columns>
</dashboardcomponent>

Expand
title.java
Code Block
languagejava
themeEclipse
/** * Load the subscriptions per type and service. * * @param subscriptionTypes - the subscription types to load the subscriptions for * @param services - the services to load the subscriptions for * * @return a map of the subscriptions per type and service. The key is the subscription type. The value is a map of the subscriptions per service for the respectively type where the key is the service and the value is the number of subscriptions. * @throws Exception */ @SuppressWarnings("unchecked") public HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>> loadSubscriptionsPerTypeAndProduct(ArrayList<CRMDOSubscriptionType> subscriptionTypes, ArrayList<CRMDOProductType> serviceTypes) throws Exception { CRMProcessSubscriptionHook hook = (CRMProcessSubscriptionHook) loadHook(); if(hook!=null) { hook.beforeLoadSubscriptionsPerTypeAndService(subscriptionTypes, serviceTypes); } HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>> subscriptionsPerTypeAndService = new HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>>(); try { ArrayList<Object> parameters = new ArrayList<Object>(); parameters.add(SubscriptionLifeCycleState.EFFECTIVE.toString()); parameters.add(ProductTypeClassification.SERVICES.toString()); String sql = "\n SELECT SUBSCRIPTIONTYPES.SUBTYPEID AS SUBSCRIPTION_TYPE, PRODUCTS.PRODID AS SERVICE, COUNT(SUBSCRIPTIONS.SUBID) AS TOTAL " + "\n FROM SUBSCRIPTIONS " + "\n INNER JOIN SUBSCRIPTIONTYPES ON SUBSCRIPTIONTYPES.SUBTYPEID=SUBSCRIPTIONS.SUBTYPEID " + "\n INNER JOIN SUBSCRIPTIONSERVICES ON SUBSCRIPTIONSERVICES.SUBID=SUBSCRIPTIONS.SUBID " + "\n INNER JOIN PRODUCTS ON SUBSCRIPTIONSERVICES.PRODID=PRODUCTS.PRODID " + "\n INNER JOIN PRODUCTTYPES ON PRODUCTTYPES.PRODTYPEID=PRODUCTS.PRODTYPEID " + "\n INNER JOIN SUBLIFECYCLESTATEHISTORY ON SUBLIFECYCLESTATEHISTORY.SUBID = SUBSCRIPTIONS.SUBID " + "\n WHERE SUBSCRIPTIONS.SUBDELETED=0 " + "\n AND SUBSCRIPTIONSERVICES.SUBSERVICEDELETED=0 " + "\n AND PRODUCTS.PRODDELETED=0" + "\n AND SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEDELETED=0 " + "\n AND SUBLIFECYCLESTATEHISTORY.LIFECYCLESTATE=? " + "\n AND PRODUCTTYPES.PRODTYPECLASSIFICATION=? " + "\n AND ( " + "\n SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEFROMDATE IS NOT NULL " + "\n AND " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), "SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEFROMDATE") + " <= " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), getCurrentDate()) + " " + "\n ) " + "\n AND ( " + "\n SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATETODATE IS NULL " + "\n OR " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), "SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATETODATE") + " > " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), getCurrentDate()) + " " + "\n ) "; if(subscriptionTypes!=null && subscriptionTypes.size()>0) { String subscriptionTypesSql = ""; Iterator<CRMDOSubscriptionType> subscriptionTypesIter = subscriptionTypes.iterator(); while(subscriptionTypesIter.hasNext()) { CRMDOSubscriptionType subscriptionType = subscriptionTypesIter.next(); if(subscriptionType!=null) { parameters.add(subscriptionType.getId()); if(subscriptionTypesSql.length()>0) { subscriptionTypesSql += ","; } subscriptionTypesSql += "?"; } } sql += " AND SUBSCRIPTIONS.SUBTYPEID IN (" + subscriptionTypesSql + ") "; } if(serviceTypes!=null && serviceTypes.size()>0) { String serviceTypesSql = ""; Iterator<CRMDOProductType> serviceTypesIter = serviceTypes.iterator(); while(serviceTypesIter.hasNext()) { CRMDOProductType serviceType = serviceTypesIter.next(); if(serviceType!=null) { parameters.add(serviceType.getId()); if(serviceTypesSql.length()>0) { serviceTypesSql += ","; } serviceTypesSql += "?"; } } sql += " AND PRODUCTTYPES.PRODTYPEID IN (" + serviceTypesSql + ") "; } sql += "\n GROUP BY SUBSCRIPTIONTYPES.SUBTYPEID, PRODUCTS.PRODID " + "\n ORDER BY COUNT(SUBSCRIPTIONS.SUBID) DESC"; ResultSetUtil rsu = SQLUtil.executeUsingPreparedStatement(sql, getCRMSession().getOrganisationID(), parameters); if(rsu!=null && rsu.getRowCount()>0) { while (rsu.next()) { if(rsu.getString("SUBSCRIPTION_TYPE")!=null && rsu.getString("SERVICE")!=null && rsu.getInteger("TOTAL")!=null) { //load subscription type CRMDOSubscriptionType subscriptionType = (CRMDOSubscriptionType)subscriptionTypeBean.load(rsu.getString("SUBSCRIPTION_TYPE"), new ArrayList<String>()); //load service CRMDOProduct service = (CRMDOProduct)productBean.load(rsu.getString("SERVICE"), new ArrayList<String>()); HashMap<CRMDOProduct, Integer> perService = new HashMap<CRMDOProduct, Integer>(); if(containsKey(subscriptionsPerTypeAndService, subscriptionType)) { perService = (HashMap<CRMDOProduct, Integer>) get(subscriptionsPerTypeAndService, subscriptionType); perService.put(service, rsu.getInteger("TOTAL")); } else { perService.put(service, rsu.getInteger("TOTAL")); subscriptionsPerTypeAndService.put(subscriptionType, perService); } } } } } catch (Exception e) { e.printStackTrace(); } if(hook!=null) { subscriptionsPerTypeAndService = hook.afterLoadSubscriptionsPerTypeAndService(subscriptionsPerTypeAndService); } return subscriptionsPerTypeAndService; }




Expand
titleHorizontal Bar Chart

Expand
titleOutput


Expand
title.xml


Code Block
languagexml
themeEclipse
<?xml version="1.0" encoding="UTF-8"?><dashboardcomponent xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dashboards.xsd">
	<title>key_effective_subscriptions_per_type_and_service</title>
	<iconclass></iconclass>
	<ejb>CRMProcessSubscriptionBean</ejb>
	<method>loadSubscriptionsPerTypeAndProduct</method>
	<type>BAR</type>
	<orientation>HORIZONTAL</orientation>
	<xaxislabel>key_subscription_services</xaxislabel>
	<yaxislabel>key_number_of_subscriptions</yaxislabel>
	<settings>
		<setting>
			<id>types</id>
			<label>key_subscription_types</label>
			<classname>com.crm.dataobject.subscriptions.CRMDOSubscriptionType</classname>			
		</setting>
		<setting>
			<id>serviceTypes</id>
			<label>key_service_types</label>
			<classname>com.crm.dataobject.products.CRMDOProductType</classname>			
		</setting>
	</settings>
	<summarypage>subscriptions/subscriptions</summarypage>	
	<summarypageparameters>
		<summarypageparameter>
			<name>types</name>
			<classname>com.crm.dataobject.subscriptions.CRMDOSubscriptionType</classname>	
			<field>name</field>
			<axis>Z_AXIS</axis>
		</summarypageparameter>
		<summarypageparameter>
			<name>serviceTypes</name>
			<classname>com.crm.dataobject.products.CRMDOProductType</classname>	
			<field>code</field>
			<axis>X_AXIS</axis>
		</summarypageparameter>
	</summarypageparameters>
	<columns>
		<column>
			<label></label>
		</column>		
	</columns>
</dashboardcomponent>



Expand
title.java


Code Block
languagejava
themeEclipse
/**
	 * Load the subscriptions per type and service.
	 * 
	 * @param subscriptionTypes - the subscription types to load the subscriptions for
	 * @param services - the services to load the subscriptions for
	 * 
	 * @return a map of the subscriptions per type and service. The key is the subscription type. The value is a map of the subscriptions per service for the respectively type where the key is the service and the value is the number of subscriptions. 
	 * @throws Exception
	 */
   	@SuppressWarnings("unchecked")
	public HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>> loadSubscriptionsPerTypeAndProduct(ArrayList<CRMDOSubscriptionType> subscriptionTypes, ArrayList<CRMDOProductType> serviceTypes) throws Exception {
		
   		CRMProcessSubscriptionHook hook = (CRMProcessSubscriptionHook) loadHook();

   		if(hook!=null) 
		{
			hook.beforeLoadSubscriptionsPerTypeAndService(subscriptionTypes, serviceTypes);
		}
   		
   		HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>> subscriptionsPerTypeAndService = new HashMap<CRMDOSubscriptionType, HashMap<CRMDOProduct, Integer>>();
   		
   		try
   		{
   			ArrayList<Object> parameters = new ArrayList<Object>();
   			parameters.add(SubscriptionLifeCycleState.EFFECTIVE.toString());
   			parameters.add(ProductTypeClassification.SERVICES.toString());
   			
   			String sql = 
   					"\n	SELECT SUBSCRIPTIONTYPES.SUBTYPEID AS SUBSCRIPTION_TYPE, PRODUCTS.PRODID AS SERVICE, COUNT(SUBSCRIPTIONS.SUBID) AS TOTAL " +
   					"\n FROM SUBSCRIPTIONS " +
   					"\n INNER JOIN SUBSCRIPTIONTYPES ON SUBSCRIPTIONTYPES.SUBTYPEID=SUBSCRIPTIONS.SUBTYPEID " +
   					"\n INNER JOIN SUBSCRIPTIONSERVICES ON SUBSCRIPTIONSERVICES.SUBID=SUBSCRIPTIONS.SUBID " +
   					"\n INNER JOIN PRODUCTS ON SUBSCRIPTIONSERVICES.PRODID=PRODUCTS.PRODID " +
   					"\n INNER JOIN PRODUCTTYPES ON PRODUCTTYPES.PRODTYPEID=PRODUCTS.PRODTYPEID " +
   					"\n INNER JOIN SUBLIFECYCLESTATEHISTORY ON SUBLIFECYCLESTATEHISTORY.SUBID = SUBSCRIPTIONS.SUBID " +
   					"\n WHERE SUBSCRIPTIONS.SUBDELETED=0 " +
   					"\n		AND SUBSCRIPTIONSERVICES.SUBSERVICEDELETED=0 " + 
   					"\n 	AND PRODUCTS.PRODDELETED=0" +
   					"\n 	AND SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEDELETED=0 " +
   					"\n 	AND SUBLIFECYCLESTATEHISTORY.LIFECYCLESTATE=? " + 			
   					"\n 	AND PRODUCTTYPES.PRODTYPECLASSIFICATION=? " +   					
					"\n 	AND ( " + 
					"\n 		SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEFROMDATE IS NOT NULL " +
					"\n 		AND " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), "SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATEFROMDATE") + " <= " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), getCurrentDate()) + " " +
					"\n		) " +					
					"\n 	AND ( " + 
					"\n 		SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATETODATE IS NULL " +
					"\n       	OR " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), "SUBLIFECYCLESTATEHISTORY.SUBLIFECYCLESTATETODATE") + " > " + DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), getCurrentDate()) + " " +
					"\n		) ";
   			
   			if(subscriptionTypes!=null && subscriptionTypes.size()>0)
   			{
   				String subscriptionTypesSql = "";			
   				Iterator<CRMDOSubscriptionType> subscriptionTypesIter = subscriptionTypes.iterator();   				
   				while(subscriptionTypesIter.hasNext())
   				{
   					CRMDOSubscriptionType subscriptionType = subscriptionTypesIter.next();
   					
   					if(subscriptionType!=null)
   					{
   						parameters.add(subscriptionType.getId());
   						
   						if(subscriptionTypesSql.length()>0)
   						{
   							subscriptionTypesSql += ",";
   						}
   						
   						subscriptionTypesSql += "?";
   					}
   				}
   				
   				sql += " AND SUBSCRIPTIONS.SUBTYPEID IN (" + subscriptionTypesSql + ") ";
   			}
	
   			if(serviceTypes!=null && serviceTypes.size()>0)
   			{
   				String serviceTypesSql = "";			
   				Iterator<CRMDOProductType> serviceTypesIter = serviceTypes.iterator();   				
   				while(serviceTypesIter.hasNext())
   				{
   					CRMDOProductType serviceType = serviceTypesIter.next();
   					
   					if(serviceType!=null)
   					{
   						parameters.add(serviceType.getId());
   						
   						if(serviceTypesSql.length()>0)
   						{
   							serviceTypesSql += ",";
   						}
   						
   						serviceTypesSql += "?";
   					}
   				}
   				
   				sql += " AND PRODUCTTYPES.PRODTYPEID IN (" + serviceTypesSql + ") ";
   			}
		   			
		   	sql +=	"\n GROUP BY SUBSCRIPTIONTYPES.SUBTYPEID, PRODUCTS.PRODID " +
		   			"\n ORDER BY COUNT(SUBSCRIPTIONS.SUBID) DESC";
		   	
		   	ResultSetUtil rsu = SQLUtil.executeUsingPreparedStatement(sql, getCRMSession().getOrganisationID(), parameters);
			
			if(rsu!=null && rsu.getRowCount()>0)
			{				
				while (rsu.next())
				{					
					if(rsu.getString("SUBSCRIPTION_TYPE")!=null && 
							rsu.getString("SERVICE")!=null && 
							rsu.getInteger("TOTAL")!=null)
					{
						//load subscription type
						CRMDOSubscriptionType subscriptionType = (CRMDOSubscriptionType)subscriptionTypeBean.load(rsu.getString("SUBSCRIPTION_TYPE"), new ArrayList<String>());
						//load service
						CRMDOProduct service = (CRMDOProduct)productBean.load(rsu.getString("SERVICE"), new ArrayList<String>());
						
						HashMap<CRMDOProduct, Integer> perService = new HashMap<CRMDOProduct, Integer>();
						if(containsKey(subscriptionsPerTypeAndService, subscriptionType))
						{
							perService = (HashMap<CRMDOProduct, Integer>) get(subscriptionsPerTypeAndService, subscriptionType);		
							perService.put(service, rsu.getInteger("TOTAL"));
						}	
						else
						{
							perService.put(service, rsu.getInteger("TOTAL"));						
							subscriptionsPerTypeAndService.put(subscriptionType, perService);
						}
					}
				}				
			}   	
   		}
   		catch (Exception e)
        {
        	e.printStackTrace();
        }
    	   		
   		if(hook!=null) 
		{
   			subscriptionsPerTypeAndService = hook.afterLoadSubscriptionsPerTypeAndService(subscriptionsPerTypeAndService);
		}
   		
   		return subscriptionsPerTypeAndService;
   	}



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