Executive Console - Content View Panel

Use the Content View Panel to display key performance indicators (KPIs) and certain console items such as Crystal Reports, text files, and web pages.  The table following the window example describes the Content View Panel for the Executive Console.

Directions:

To display the Content View Panel, simply open the Executive Console.

Tip:  To display a console item, KPI report, or KPI chart in the Content View Panel, refer to the instructions in the table below.

 

Executive Console - Content View Panel Example:

Tip:  The following example depicts a key performance indicator report displayed in the Content View Panel.

 

Content View Panel Tasks

Tip:  To see more information about a field, click the hyperlink for the field name.

Changing Panel Size

To change the size of the Content View Panel:

1.  Move the pointer to the left panel border, until the cursor image changes to the Resizer Tool .

2.  Drag the border left or right to resize the panel.

Expanding and Shrinking Panel

To expand the size of the Content View Panel to the full width of the window, you can temporarily hide the Console Items Panel along with the Key Performance Indicators Panel.

  • To hide the Console Items Panel, click Expand Content View Panel .

  • To reveal the Console Items Panel, click Shrink Content View Panel .

Viewing Items from the Console Items Panel

Working with Folders

Some Console Items are nested within folders and sub-folders, and some simply appear at the top level, depending on the Console Item Location setting.

How to open and close folders:

  • To open a folder, double-click the folder icon or folder title.  You will see the items (or other folders) within the opened folder.

  • To close a folder, double-click the folder icon or title again.

Tip:  For more information about the folder organization, see Understanding Console Item Folder Levels.

Opening Console Items

To open a console item from the Console Items Panel, double-click the item's icon or title.  You can display the following Console Item Types in the Content View Panel:

  • Crystal Reports
    Tip
    :  Crystal Reports display either in the Content View Panel or in a Crystal Reports window for editing, depending on the Console Item Type.

  • Images

  • Text Documents

  • Web Pages

Tip:  The following items do not open in the Content View Panel:

  • NDS Application reports display in the Print View window.

  • NDS Application processes display the results in the Print View window.

  • NDS auto notifications display in the Print View window.

  • Crystal Reports display either in the Content View Panel or in a Crystal Reports window for editing, depending on the Console Item Type.

  • Microsoft Access data bases display in Access for editing.

  • Microsoft Word documents display in Word for editing.

  • Microsoft Excel spreadsheets display in Excel for editing.

  • Executable Files (.exe) display in a separate window.

Viewing Key Performance Indicator Reports

Tip:  For information about specific KPIs for an application, see the Key Performance Indicators topic.  This topic requires Internet access and the Adobe Reader.

Opening KPI Reports

To display a KPI report in the Content View Panel:

1.  Click Report View  in the Key Performance Indicators Panel.
Tip
:  You may have to click Plus  to open one or more headings before revealing a specific KPI.  To close heading levels, click Minus .

2.  Click the desired KPI that you want to display as a report.
Tip
:  To open and close report headings, click Plus and Minus .

Tips:

  • Each time you open a report, a new sub-panel for the report opens in the Content View Panel.  You can scroll to see all of the open KPI reports.

  • To change the Report View style, click Search .

  • For more information about working with KPI reports, see the Executive Console - How To... topic.

Search:  Displays the list of available Report Views in the Search Window.

Tip:  Report Views are predefined in the software.

Compare View Name

To display a chart for an existing Compare View (in the SnapShot Compare Window):

1.  Click one of the KPI Compare View Names in the drop-down list.
Example:

2.  Click Chart .

Chart:  Displays a chart in the SnapShot Compare Window for the specified Compare View Name.

Tip:  You can display Compare Views directly in the Content View Panel, or in a separate window, the SnapShot Compare Window.

Close:  Closes the sub-panel for a chart or report.

Viewing Key Performance Indicator Charts

Tips:

 

Opening Compare View Charts

A Compare View is a defined view for a chart, which allows you to graphically compare key performance indicator data in a bar chart or line chart.  You can define a temporary Compare View, or you can save the definition for reuse by assigning a Compare View Name to the definition.

To open a chart for a Compare View in the Content View Panel:

1.  Click Compare View  in the Key Performance Indicators Panel.
Tip
:  Each time you open a Compare View chart, a new sub-panel for the chart opens in the Content View Panel.  You can scroll to see all of the open KPI charts.

2.  Click a KPI.
Tip
:  You may have to click Plus  to open one or more headings before revealing a specific KPI.  To close heading levels, click Minus .

3.  To display the Compare Parameters Window, click Search  in the Content View Panel.

4.  Define the Compare View parameters.
Or, open an existing Compare View definition.

5.  To display the SnapShot Compare Chart Setup Window, click Chart .

6.  Define the settings, and then click OK .

7.  If you want to save the Compare View definition for future use, enter the Name and click Save  at the Compare Parameters Window.

8.  To display the chart in the Content View Panel, click OK at the Compare Parameters Window.

Tip:  For more information about KPI charts, see the Executive Console - How To... topic.

Search:  Opens the Compare Parameters Window, where you can define Compare Views for charts.

Compare View Name

To display a chart for an existing Compare View (in the SnapShot Compare Window):

1.  Click one of the Compare View Names in the drop-down list.
Example:

2.  Click Chart .

Chart:  Displays a chart (in the SnapShot Compare Window) for the specified Compare View Name.

Close:  Closes the sub-panel for a chart or report.

Show Totals:  A toggle-style button.

  • To show the totals in the displayed chart, click Show Totals.

  • To hide the totals, click Show Totals again.

Standard View:  Returns to the standard three-dimensional (3D) view after clicking one of the other chart view buttons.

Direct View:  Changes the displayed chart to two dimensions for a single Data Series.

Tips:

  • To view a different Data Series, click the Data Series heading in the Chart Legend.

  • To return to the 3D view, click Standard View .

Side View: Flattens the displayed chart to two dimensions for a single Category.

Tip:  To view a different Category, click the Category detail in the Chart Legend.

 

Lock:

  • To unlock the chart so that you can rotate it, click Locked .

  • To lock the chart so that it will not rotate, click Unlocked .

Rotation

To rotate the chart:

1.  If the chart is locked, unlock it by clicking Locked .

2.  Point to one of the small square handles.

3.  Hold the left mouse button down.

4.  Drag the handle in a circular motion in either direction - clockwise or counter-clockwise.

5.  When you are satisfied with the rotation results, release the left mouse button.

Example
:

Tip:  To return to the original orientation, click Standard View .

Chart Legend

The Chart Legend allows you to focus on specific Data Series and Category values in the chart.  To change the chart to display a specific axis value, click a legend Data Series (heading) or Category (detail).

Example:

Other Executive Console Topics