Table of Contents
Overview
Dashboard components are used within a dashboard to display a graphical representation of the business data.
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Dashboard components are defined through an XML file. |
Getting Started
Component XML File
Dashboard component file should follow the structure below and use the defined Tags.
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<?xml version="1.0" encoding="UTF-8"?><dashboardcomponent xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dashboards.xsd"> <title></title> <iconclass></iconclass> <ejb></ejb> <method></method> <type></type> <orientation></orientation> <xaxislabel></xaxislabel> <yaxislabel></yaxislabel> <settings> <setting> <id></id> <label></label> <classname></classname> </setting> </settings> <summarypage></summarypage> <summarypageparameters> <summarypageparameter> <name></name> <classname></classname> <field></field> <axis></axis> </summarypageparameter> </summarypageparameters> <columns> <column> <label></label> </column> </columns> </dashboardcomponent> |
Tags
A dashboard component should consist of the following tags:
- <title> - used to define a valid key defined in translation properties file to display the component's title.
<subTitle> - used to define a valid key defined in translation properties file to display the chart's title.
Note Use $currency variable to insert the default system currency symbol.
Use $period variable to insert the dashboard result's specific period (the default specific period is for the last 12 months).
<iconclass> - used to define a font awesome icon class that will be used to render the icon of the component.
Note The supported version of Font Awesome is version 4.7.0.
- <ejb> - used to define a class name in which the method that will be used to retrieve chart’s data is implemented.
- <method> - used to define the method that will be invoked to retrieve the chart's data.
<type> - used to define the type of the chart.
Note Allowed values are BAR, DONUT, LINE, PIE, STACKED_BAR and SUMMARY.
<orientation> - 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> - used to define a valid key defined in translation properties file to display the X axis title.
Note Applicable only for chart types BAR, LINE and STACKED_BAR.
Use $currency variable to insert the default system currency symbol.
Use $period variable to insert the dashboard result's specific period (the default specific period is for the last 12 months).
<yaxislabel> - used to define a valid key defined in translation properties file to display the Y axis title.
Note Applicable only for chart types BAR, LINE and STACKED_BAR.
Use $currency variable to insert the default system currency symbol.
Use $period variable to insert the dashboard result's specific period (the default specific period is for the last 12 months).
<settings> - used to define the chart settings and should follow the structure below.
Code Block language xml <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> - used to define a unique id for the setting that will be used to construct dashboard component's xml.
- <label> - used to define a valid key defined in translation properties file. Its translation through the glossary will be used as the setting label.
<classname> - used to define the class name of the setting data object.
- <summarypage> - used to define the summary page that will be redirected upon clicking the chart's data.
<summarypageparameters> - used to define the filters that will be passed to the summary page upon clicking on chart's data and should follow the below structure.
Code Block language xml <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> - used to define a valid summary criterion xpath of the specified summary page.
- <classname> - used to define the class name of the data object that is mapping with the specified xpath.
<field> - used to define the class field that will be used to load the data object.
Note Applicable only for objects of CRMDO type.
<axis> - 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> - used to define the columns of a summary chart type and should follow the structure below.
Code Block language xml <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> - used to define a valid key defined in translation properties file to display the summary column header label.
Charts
Bar Chart
The following examples show a dashboard component of type BAR.
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Donut Chart
The following example show a dashboard component of type DONUT.
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Line Chart
Pie Chart
The following example shows a dashboard component of type PIE.
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Stacked Bar Chart
The following examples show a dashboard component of type STACKED_BAR.
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Summary Chart
The following examples show a dashboard component of type SUMMARY.
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