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Using the Data Grid Binding Setup Wizard

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Modified on Mon, 14 Apr 2014 06:49 PM Categorized as Data Grid
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Overview

The Data Grid Binding Setup wizard lets you map your data (KPIs and datasets) to the columns and rows of a data grid. You can choose which columns to show or hide, and there are convenient options for setting up the data grid to display a standard tabular view or as a scorecard.

The Data Grid Binding Setup wizard.

The Data Grid Binding Setup wizard.


Displaying data from a single KPI or dataset

The following example shows how to use the first option in the wizard to display all of the columns and rows from your KPI or dataset in the data grid:

  1. Drag-and-drop a KPI or dataset from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed.
  2. Select the Show/Replace all data option in the wizard, then click Next. If the data grid is displaying previously added data, note that this option will replace the existing data.
    Show/Replace all data.
  3. In the Define columns step of the wizard:
    • Select the Clear existing columns checkbox if you want to clear any existing columns from the data grid control. Note that this will also remove any existing group descriptions from the data grid.
    • Select the columns from your KPI or dataset that you want to appear in the data grid. By default, all columns are selected.
    • Modify the column header values as desired by typing directly in the text boxes.
    • Choose the display type for each selected column using the dropdown lists. The available options (e.g. Text, Bullet graph, Data bar) vary depending on the data type.
      Define columns.
    • Click Finish. The wizard closes and the appearance of the data grid control changes to reflect your configuration choices.
      Data grid configured to display columns from a dataset.

Save your dashboard, then click Preview from the toolbar to preview the resulting data grid using actual data:

Preview of a dashboard and data grid showing data from a dataset.

Preview of a dashboard and data grid showing data from a dataset.


Displaying states (traffic light)

If your KPI or dataset defines a state group, the Define columns step of the Data Grid Binding Setup wizard automatically adds a State Indicator column for you. You have the option though of hiding the column, or changing its display type to Traffic Light instead:

Using a traffic light column.

Using a traffic light column.


Preview of a dashboard and data grid with a traffic light column.

Preview of a dashboard and data grid with a traffic light column.


You can configure the properties of the traffic light control and its three indicators from the Columns property editor:

Traffic light column properties.

Traffic light column properties.


Showing one KPI per row (scorecard view)

The second option in the wizard lets you display multiple KPIs or datasets in a data grid by mapping each KPI or dataset to its own row in the data grid. This option is useful for building summary views of KPIs and creating scorecards; it is also referred to sometimes as KPI-driven mode.

By default, the columns of the resulting data grid will be created and ordered as follows:

  • A column that displays the names of KPIs or datasets.
  • Measure/metric columns.
  • State columns (if any).

The following example shows how to use the second option in the wizard to build a simple scorecard:

  1. Drag-and-drop an initial KPI or dataset from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed. The initial KPI or dataset will be used to define the columns in the data grid.
  2. Select the Show as row option in the wizard, then click Next.
    Show as row.
  3. In the Define columns step of the wizard:
    • Select the Clear existing columns checkbox if you want to clear any existing columns from the data grid control.
    • Select the columns from your KPI or dataset that you want to appear in the data grid. By default, all columns are selected. Note that the first column will always be the KPI/Dataset Name column.
    • Modify the column header values as desired by typing directly in the text boxes.
    • Choose the display type for each selected column using the dropdown lists. The available options vary depending on the data type.
      Define columns.
    • Click Finish. The wizard closes and the appearance of the data grid control on the canvas is updated to reflect your configuration choices.
      First KPI has been added.

Next, add other KPIs or datasets to the same data grid using similar steps as above. Since the data grid columns have already been configured using the initial KPI or dataset, in the Define columns step, you will only need to map the new KPI or dataset columns to the existing data grid columns (via the dropdown lists in the Data column):

Adding a second KPI to the scorecard.

Adding a second KPI to the scorecard.


Once you've added all of the KPIs and/or datasets, save your dashboard, then click Preview from the toolbar to preview your dashboard:

A basic scorecard with two KPIs, each in its own row.

A basic scorecard with two KPIs, each in its own row.


When your data grid is in this KPI-driven mode (&ie; one KPI per row), note that the States of any state group columns will be configured differently than in the default mode. Specifically, the Start Value and End Value of each state will have an indexed value instead of the actual start/end value of the state.

A state from the state group column in the scorecard..

A state from the state group column in the scorecard..


Displaying a second KPI in its own column (filter mode)

The following example shows how to set up a data grid to display data from two KPIs using the Filter option:

  • The first (or parent) KPI is used to define the initial data grid columns. This KPI contains a column (e.g. dimension) that will be used for filtering.
  • The second (or child) KPI has a column that is compatible with the parent KPI's filter column. The child KPI also defines a public filter on this column, which allows it to be filtered based on the column values provided by the parent KPI.

A common application is to use the parent KPI as a master KPI and the child KPI as a details KPI. For example, the second KPI could provide trend values which are displayed as a column of sparklines in the data grid.

Data grid displaying data from parent and child KPIs.

Data grid displaying data from parent and child KPIs.


Tip: You can also use this example with datasets instead of KPIs.

Parent KPI

Example of a parent (master) KPI:

  • KPI name: Northwind Orders By ShipCity
  • KPI measure: Freight
  • KPI dimension: ShipCity (this is the column/dimension for filtering)

Child KPI

Example of a child (details) KPI:

  • KPI name: Northwind Orders By Date
  • KPI measure: Freight
  • KPI dimensions: OrderDate (X axis), CustomerID, ShipCity, ShipCountry
  • KPI public filter defined for dimension: ShipCity (this is the column that matches the filter column from the parent KPI)

Steps

Here are the steps for this example:

  1. Drag-and-drop the parent KPI from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed.
  2. Select the Show/Replace all data option in the wizard, then click Next.
    Show/Replace all data.
  3. In the Define columns step of the wizard, leave the default settings.
    Define columns.
  4. Click Finish. The wizard closes and the appearance of the data grid control changes to reflect your configuration choices.
    Data grid showing parent KPI columns.

Next, add the child KPI to the data grid as follows:

  1. Drag-and-drop the child KPI from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed.
  2. Select the Show as column (third) option in the wizard, then click Next.
    Show as column.
  3. In the Define the relationship between the data sources step, select the Filter option, and then choose the column from the parent KPI that will be linked with the public filter from the child KPI. In this example, the column is ShipCity. Click Next when done.
    Define filter relationship.
  4. In the Configure data visualization column step:
    • Select the Create data visualization column option.
    • Enter the header text for the column.
      Configure dv column.
    • Choose how you want to visualize the child KPI values from the following data visualization options:
    • Select the data column (e.g. measure/metric) from the child KPI that will supply the Y values for the data visualization.
    • Click Finish. The wizard closes and the data grid appearance is updated to show the extra data visualization column.

You can now preview the dashboard and data grid:

Data grid preview showing parent and child KPIs.

Data grid preview showing parent and child KPIs.


Notes and limitations

  • If the filter column from your master/child KPI is an instant datetime dimension, the above example will not work (⪚ the data visualization column will be blank). The reason for this is that when you set up a filter on an instant datetime dimension, the filter will invariably be a range selection filter (⪚ it expects to be configured with a range of dates). However, the values provided by the master KPI for filtering will always be single date values. The proper solution in this scenario is to avoid using an instant datetime dimension as the filter column. Instead, replace the instant datetime dimension in both KPIs with a full time dimension.
  • An animated wait indicator appears in each child KPI cell until the cell values are displayed. If your Dundas Dashboard instance is using Silverlight Windowless mode for some reason (&ie; via the configuration file), these animations may cause performance problems. In this case, you can disable cell loading animations in the data grid by setting the Is Cell Loading Animation Disabled property of the data grid View to True.
  • The child KPI column does not support totals/sub-totals, formulas, or exporting data. If you require this functionality, use the alignment mode instead.
  • Adding new data points to the data grid via script will not work when your data grid is using both a master and secondary data source.

Displaying additional KPIs in columns (alignment mode)

The Alignment mode is applicable when you need to show multiple KPIs or datasets in the same data grid since all of the data is queried just once initially. It generally offers better performance than the Filter mode.

In addition, totals/sub-totals, formulas, and exporting data will work for child KPI columns when you use alignment mode.

The following example shows how to set up a data grid to display data from two KPIs using the Alignment option:

  • The first (or parent) KPI is used to define the initial data grid columns. This KPI contains a column (e.g. dimension) that will be used for alignment.
  • The second (or child) KPI has a column that can be matched to the parent KPI's alignment column.

A common application is to join a parent KPI and a child KPI on a common column. You can also align parent and child KPIs using row number (or side-by-side) alignment. In this case, you don't need to specify any column(s) for matching.

Data grid displaying parent and child KPIs that are aligned.

Data grid displaying parent and child KPIs that are aligned.


Tip: You can also use this example with datasets instead of KPIs.

Parent KPI

Example of a parent KPI:

  • KPI name: Northwind Orders By ShipCity
  • KPI measure: Freight
  • KPI dimension: ShipCity (this is the column/dimension for alignment)

Child KPI

Example of a child KPI:

  • KPI name: Order Count By ShipCity
  • KPI measure: <Count>
  • KPI dimensions: ShipCity (X axis)

Steps

Here are the steps for this example:

  1. Drag-and-drop the parent KPI from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed.
  2. Select the Show/Replace all data option in the wizard, then click Next.
    Show/Replace all data.
  3. In the Define columns step of the wizard, leave the default settings.
    Define columns.
  4. Click Finish. The wizard closes and the appearance of the data grid control changes to reflect your configuration choices.
    Data grid showing parent KPI columns.

Next, add the child KPI to the data grid as follows:

  1. Drag-and-drop the child KPI from the toolbox to your data grid control. The Data Settings Configuration wizard appears. From the wizard, click Next until the Data Grid Binding Setup step is displayed.
  2. Select the Show as column (third) option in the wizard, then click Next.
    Show as column.
  3. In the Define the relationship between the data sources step, select the Alignment option, and then choose the column from the parent KPI that will be matched to a column from the child KPI. In this example, the column for matching is ShipCity. Click Next when done.
    Define alignment relationship.
  4. In the Configure data visualization column step:
    • Select the Create data visualization column option.
    • Enter the header text for the column.
      Configure dv column.
    • Choose how you want to visualize the child KPI values from the following data visualization options:
    • Select the data column (e.g. measure/metric) from the child KPI that will supply the Y values for the data visualization.
    • Click Finish. The wizard closes and the data grid appearance is updated to show the extra data visualization column.

You can now preview the dashboard and data grid:

Data grid preview showing parent and child KPIs.

Data grid preview showing parent and child KPIs.


Row number alignment

In the Define the relationship between the data sources step, if you don't choose any columns from the parent KPI for alignment, the data will be aligned based on row number (&ie; side-by-side alignment).

Notes and limitations

  • The Alignment mode offers better performance than the Filter mode in many scenarios. However, if your child KPI returns too many rows, it may be more efficient to use the Filter mode which issues a new data request on-demand on a per-row basis.
  • Alignment mode is also applicable if you want to have totals/sub-totals for child KPI columns, or use formulas on them.
  • Adding new data points to the data grid via script will not work when your data grid is using both a master and secondary data source.

Related topics


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