Design tips for reports and scorecards

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1. Overview

A collection of design tips and brief how-tos for designing reports and scorecards in Dundas BI.

2. Add a metric set

Suppose you have a metric set (MetricSet1) that is defined with 1 measure (OrderQty) and 1 row hierarchy (OrderDate).

Create a metric set
Create a metric set

Design a report or scorecard that repeats on a Product hierarchy, and then drag this metric set from Explore to the repeating body. The metric set will be displayed as a bar chart.

Drag the metric set to the scorecard body
Drag the metric set to the scorecard body

Open the Data Binding Panel for the bar chart in the body. You'll see that it corresponds to a duplicated metric set which has added the row hierarchy that is being repeated on (Product).

Open Data Binding Panel for the bar chart
Open Data Binding Panel for the bar chart

Tip
Instead of dragging a metric set from Explore directly to a body area, you can add a data visualization from the toolbar first and then drag the metric set onto the blank visualization. This data visualization will use a copy of the dragged metric set.

Switch to View mode to see the bar chart repeated for each product.

Switch to View mode
Switch to View mode

3. Align controls in a report

As you drag a control in a report or scorecard cell, contextual guide lines (dotted lines) appear which help you align the control with other controls from the same cell or from different cells. When you see the red dotted line(s), it means your control has been snapped into alignment with other control(s).

Contextual guide lines for snapping to other controls
Contextual guide lines for snapping to other controls

If you want to temporarily disable snapping to other controls, press and hold down the ALT key while dragging your control.

If snap-to-grid is enabled, your control will also be snapped to the grid while dragging. To turn snap-to-grid off, go to the status bar and click Disable snap grid.

4. Appearance properties for cells

Report and scorecard cells have a few properties related to appearance and sizing.

Click within a body cell for example and it will be highlighted with a dashed, red border. Then go to Properties to set any of the following:

  • Background - The background brush for the cell.
  • Background Palette - Backgrounds to apply in sequence to the repeating rows. See Display alternating row colors in a scorecard for an example. Applies to scorecard/report body cells only.
  • Separator Lines - Display a separator line between each row or every Nth row. For scorecard/report body cells only.
  • Height - Set the height of the cell.

Properties for a scorecard body
Properties for a scorecard body

5. Display separator lines

You can display a separator line between the repeating rows of a report or scorecard without having to add a line component.

For example, to display a separator between every 3 rows of a scorecard, first click within the body cell. It will be highlighted with a dashed, red border. Then go to Properties and click Look.

Click the Separator Lines plus sign and select the 1px Black item.

Add a separator line
Add a separator line

Set the Interval to 3, change the Color, and set the Width to 2px (thickness).

Configure appearance of separator lines
Configure appearance of separator lines

Switch to View mode to see the separator lines.

Separator lines between every 3 rows
Separator lines between every 3 rows

6. Display on a new page

For report header and footer cells (RH, RF, H, and F) you have the option of displaying the content on a new page, or displaying the content that comes after on a new page (similar to a page break). This applies only when exporting to PDF.

Select the report cell (e.g., report header) and go to its Layout Properties to set the Display On New Page and Display Following Content On New Page options.

Display report title on a new page
Display report title on a new page

For report body cells, use the Repeat On Separate Pages option to force each repeating row to appear on a separate page (e.g., one page for each product). This also applies to PDF export only.

Place each repetition on its own page
Place each repetition on its own page

For a report or scorecard, click Data Visualization in the toolbar to see the RECOMMENDED data visualizations you can add. These represent typical choices for a scorecard or report, and they have been configured with appropriate default properties/settings. For example, add a Sparkline, Data Bar, or Bullet Graph. The Axis option lets you display an axis for charts separately in a header or footer.

Typical usage is to add a recommended data visualization first, and then add data (measures, hierarchies) to the control.

Add a recommended data visualization to a scorecard
Add a recommended data visualization to a scorecard

8. Resize control within a cell

Double-click the resize handle of a control within a scorecard or report cell to expand/contract the corresponding side (or corner) of the control to the cell edge (or corner).

Double-click a resize handle to expand that side to the cell edge
Double-click a resize handle to expand that side to the cell edge

Control is resized to the cell edge
Control is resized to the cell edge

9. Resize cell to fit contents

Double-click the bottom resize handle of a scorecard or report cell to resize the cell to fit its contents.

Double-click a cell resize handle to fit contents of cell
Double-click a cell resize handle to fit contents of cell

Body cell is resized to fit its contents from bottom up
Body cell is resized to fit its contents from bottom up

10. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri