Dashboard components offer a visual representation of data to the user. They consist of an SQL statement, which if needed, can be dynamically altered by adding certain filters and criteria.

What does this section cover?

Creating Dashboard Components

To create a new Dashboard Component, you need to create:

An XML file that will define the method that will be called to retrieve the results and the various settings of the dashboard
A Java method that will retrieve the dashboard results.
A summary page that the dashboard component will link to.
A data entry page that will give the user the ability to adjust the dashboard settings. (optional)

Dashboard Component XML file

All dashboard component XML files must be placed under ../pages/dashboards/<module_name> directory.

In the following example completedActinitiesPerTypeAndMonth.xml is created under ../pages/dashboards/activities

completedActivitiesPerTypeAndMonth.xml

<?xml version="1.0" encoding="UTF-8"?><dashboardcomponent xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dashboards.xsd">
	<name>key_completed_activities_per_type_and_month</name>
	<description>key_completed_activities_per_type_and_month_stacked_bar_chart</description>
	<ejb>CRMUIActivityDashboard</ejb>
	<method>loadCompletedActivitiesPerTypeAndMonth</method>
	<type>stack</type>
	<orientation>vertical</orientation>
	<primaryfield>ACTIVITIES.ACTIVITYID</primaryfield>
	<primaryfieldlabel>key_number_of_activities</primaryfieldlabel>
	<groupbyfield>ACTIVITIES.ACTTYPEID,ACTUALCLOSINGDATE_FILTER</groupbyfield>
	<groupbyfieldlabel>key_month,_type</groupbyfieldlabel>
	<valuelabels>ejb/CRMUIActivityType.getTypeOptions</valuelabels>
	<summarypage>activities/activitiesPerType</summarypage>
	<setting>
		<page>dashboards/activitiesPerTypeSettings</page>
		<classname>ejb/CRMUIActivityDashboard</classname>
		<method>loadActivitiesPerTypeSettingsForm</method>
	</setting>
</dashboardcomponent>

Java Method to Retrieve Results

The method should:

Construct the SQL script that will be used to retrieve the results.
Use executeUsingPreparedStatement(sqlStatement, dbName, parameters, dbType) method of SQLUtil class, to retrieve the results and put them in a variable of type com.crm.framework.util.ResultSetUtil.
Convert com.crm.framework.util.ResultSetUtil to com.crm.process.dashboards.DashboardComponentData using DashboardComponentData class constructor.

The method must always return a result of type com.crm.process.dashboards.DashboardComponentData

loadNewActivitiesPerTypeAndMonth

public DashboardComponentData loadNewActivitiesPerTypeAndMonth(
			String dashboardID, 
			String dashboardComponentID, 
			String filterConditions,
			ArrayList<Object> parameters) throws Exception {
		
		CRMDODashboard dashboard = (CRMDODashboard)dashboardBean.load(dashboardID);
		CRMDODashboardComponent dashboardComponent = (CRMDODashboardComponent)dashboardComponentBean.load(dashboard, dashboardComponentID);
		String dashboardComponentSettings = "";
		
		Set<CRMDOActivityType> activityTypes = activityDashboardXMLUtilBean.loadActivityTypesPerTypeFromXML(dashboardComponent);
		
		if (activityTypes!=null && activityTypes.size()>0)
		{
			dashboardComponentSettings += "\n AND ACTIVITYTYPES.ACTTYPEID IN ( ";
			
			Iterator<CRMDOActivityType> iter = activityTypes.iterator();
			
			while (iter.hasNext())
			{
				CRMDOActivityType activityType = iter.next();
				
				dashboardComponentSettings += "\n '" + activityType.getId() + "',";
			}
			
			dashboardComponentSettings = dashboardComponentSettings.substring(0, dashboardComponentSettings.length()-1);
			
			dashboardComponentSettings += "\n )";
		}
		
		String sql = 
				"\n SELECT * FROM ( " +
				"\n 	SELECT	ACTIVITYTYPES.ACTTYPEID, " + 
				"\n				CASE " + 
				"\n				" + DateUtil.getMonthSQL(getCRMSession().getDbtype(), "ACTIVITIES.ACTIVITYSTARTDATE") +
		        "\n 					WHEN '1' THEN 'JAN' " + 
		        "\n 					WHEN '2' THEN 'FEB' " + 
		        "\n 					WHEN '3' THEN 'MAR' " +
		        "\n 					WHEN '4' THEN 'APR' " + 
		        "\n						WHEN '5' THEN 'MAY' " +
		        "\n 					WHEN '6' THEN 'JUN' " +
		        "\n 					WHEN '7' THEN 'JUL' " +
		        "\n 					WHEN '8' THEN 'AUG' " +
		        "\n						WHEN '9' THEN 'SEP' " +
		        "\n 					WHEN '10' THEN 'OCT' " +
		        "\n						WHEN '11' THEN 'NOV' " +
		        "\n 					WHEN '12' THEN 'DEC' " +
                "\n 			END AS MONTH, " +
				"\n				COUNT(ACTIVITIES.ACTIVITYID) AS TOTAL " +
				"\n 	FROM ACTIVITIES " +
				"\n 	INNER JOIN ACTIVITYTYPES ON ACTIVITYTYPES.ACTTYPEID = ACTIVITIES.ACTTYPEID " +
				"\n 	WHERE ACTIVITIES.ACTIVITYDELETED = 0 " +
				"\n 	AND ACTIVITYTYPES.ACTTYPEDELETED = 0 " +
				"\n 	" + dashboardComponentSettings +
				"\n 	" + filterConditions +
				"\n 	AND " + DateUtil.getSQLFirstDayOfMonthDate(getCRMSession().getDbtype(), "ACTIVITIES.ACTIVITYSTARTDATE")+" >= " + DateUtil.addMonthsSQLDate(getCRMSession().getDbtype(), DateUtil.getSelectSQLDate(getCRMSession().getDbtype(), DateUtil.getFirstDateOfMonth(getCurrentDate())), -12) + " " +
				"\n 	GROUP BY 	ACTIVITYTYPES.ACTTYPEID, " + 
				"\n 		 		CASE " + 
				"\n					" + DateUtil.getMonthSQL(getCRMSession().getDbtype(), "ACTIVITIES.ACTIVITYSTARTDATE") +
				"\n 					WHEN '1' THEN 'JAN' " + 
				"\n 					WHEN '2' THEN 'FEB' " + 
				"\n 					WHEN '3' THEN 'MAR' " +
				"\n 					WHEN '4' THEN 'APR' " + 
				"\n						WHEN '5' THEN 'MAY' " +
				"\n 					WHEN '6' THEN 'JUN' " +
				"\n 					WHEN '7' THEN 'JUL' " +
				"\n 					WHEN '8' THEN 'AUG' " +
				"\n						WHEN '9' THEN 'SEP' " +
				"\n 					WHEN '10' THEN 'OCT' " +
				"\n						WHEN '11' THEN 'NOV' " +
				"\n 					WHEN '12' THEN 'DEC' " +
				"\n 				END " +
				"\n ) TEMP " +
				"\n ORDER BY ( " + 
				getOrderByWithCurrentMonthPriority() + 
		 		"\n ), ACTTYPEID "; 
		
		ResultSetUtil data =  SQLUtil.executeUsingPreparedStatement(sql, getOrganisationID(), parameters, getCRMSession().getDbtype());
	
		DashboardComponentData componentData = new DashboardComponentData(data);
		
		return componentData;
	}

Defining Dashboard Components in Metadata

In order for the report to be available to the user, it must be defined in metadata file modules.xml, which is located under ../metadata directory

modules.xml

 <modules>
    <module>
        <moduleid>ACCOUNTS_RECEIVABLE</moduleid>
        <applicationid>FINANCE</applicationid>
        ...
        <features>
            <feature>
                ...
                <reports>
                    <report>
                        <id>ACCOUNTS_RECEIVABLE_BALANCE_REPORT</id>
                        <name>key_accounts_receivable_balance</name>
                        <description>key_view_the_accounts_receivable_balance</description>
                        <reportfilename>AccountsReceivable/Accounts_Receivable_Balance.xml</reportfilename>
                    </report>
                    ...
                </reports>
            </feature>
            ...
        </features>
    </module>
</modules>