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Using the Data Settings Configuration Wizard

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Modified on Tue, 02 Apr 2013 10:36 AM
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Overview

The Data Settings Configuration Wizard lets you determine how a data visualization control should display a particular dataset or KPI. For example, in the case of a bar chart, you can specify which dataset columns should be displayed on the x-axis and the y-axis of the chart.

The steps appearing in the wizard vary depending on the type of data control, and your specific KPI/dataset settings.

Launching the wizard

The Data Settings Configuration Wizard may be displayed automatically when you add a KPI or dataset to a data control. For example, it will appear if you have a dataset with more than one metric and one dimension, or for certain types of data controls such as a data grid.

Alternatively, you can launch the wizard manually from the menu of a data control that is already associated with a KPI or dataset. This option is useful if the associated KPI or dataset has been updated in the interim, and you want the data visualization control to reflect the latest changes. For example, a state group was added to a KPI, and now you want your chart to display the new KPI states.

To launch the Data Settings Configuration Wizard manually:

  1. Click the menu button of the data control.
  2. From the control's menu, choose Data Information.
    Choosing the Data Information option.
  3. A list of KPIs/datasets associated with the control is displayed. Hover with your mouse over a KPI or dataset in the list, then click its corresponding Configure button.
    List of KPIs for this control.

The Data Settings Configuration Wizard is displayed.

Using the wizard

Basic KPI / Dataset settings

Use the Basic KPI / Dataset settings step of the wizard to configure some general settings:

Basic KPI / Dataset settings.

Basic KPI / Dataset settings.


Maximum number of records

For performance reasons, you may want to place a limit on the number of records that can be returned by a dataset/KPI:

  • To use the limit as specified by the KPI or dataset, select the KPI / Dataset default option. Note that the KPI/dataset may be using the No limit option (&ie; unlimited).
  • To override the KPI/dataset setting, select the Override option, then enter the maximum number of records in the box provided.

Enabling auto-refresh for a KPI or dataset

By default, KPIs and datasets do not auto-refresh their data while being displayed in a dashboard. To enable auto-refresh:

  1. Select the Enable data refresh option.
  2. Enter the time duration between each refresh operation in the box provided. Use the format: HH:MM:SS.

Note: This option takes precedence over the Disable Loading Data property of the control. As long as data refresh is enabled, the control's data will be loaded when the dashboard is loaded and refreshed as per the time duration settings (regardless of the Disable Loading Data value).

Tip: You can also force a data control (non-OLAP) to refresh its data by calling the data control's Refresh() method from script.

Metric settings

In the Metric Settings step of the wizard, associate attributes of the data visualization control with the available metrics/measures from your KPI or dataset:

  1. Click the dropdown list in the Metrics column of the grid.
  2. Choose a column or measure from your KPI/dataset.
  3. Repeat the above for other attributes of the data visualization control (if any).

Metric settings for a bar chart.

Metric settings for a bar chart.


Metric settings for a treemap.

Metric settings for a treemap.


Dimension settings

In this step of the wizard, associate the data visualization control with the available dimensions from your KPI or dataset:

Dimension settings.

Dimension settings.


  1. Click the dropdown list in the Columns cell.
  2. Choose a dimension or column from your KPI/dataset.

Axis splitting settings

If you drag a KPI onto an existing chart control (instead of directly onto the design canvas), the KPI data will be split into multiple series by default. You can enable or disable this option from the Axis splitting settings step of the wizard:

Axis splitting settings.

Axis splitting settings.


  • To enable axis splitting, select the Enable Series Grouping on Dimension check box.

For an example of axis splitting, see Using a series splitter.

State group settings

In the State group settings step of the wizard, associate the data visualization control with the available state groups from your KPI or dataset:

State group settings.

State group settings.


  1. Click the dropdown list in the State Groups column of the grid.
  2. Choose a state group from your KPI or dataset, or choose None if you don't want the data visualization control to display any states.

For more details on states and state groups, see Defining States.

Data annotation settings

In the Data Annotation Settings step of the wizard, associate the data visualization control with the available data annotations from your KPI:

Data Annotation Settings.

Data Annotation Settings.


  • For each data annotation listed in the grid, select the corresponding check box if you want the data control to show the data annotation.

For more details on data annotations, see Configuration Annotations (KPI).

User annotation group settings

In the Annotation Groups step of the wizard, associate the data visualization control with available user annotation groups from your KPI or dataset:

User annotation group settings.

User annotation group settings.


  1. Select the Include all annotation groups check box if you want to include all available user annotation groups. Or, choose only the groups you want by selecting their corresponding check boxes.
  2. Choose a default user annotation group using the dropdown list.

For more details on user annotation groups, see Configuration Annotations (KPI).

Related topics


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