PERFORMANCEMax Summary Functions The module is very intuitive and user friendly, where after a few minutes of clicking around it will become very familiar. Dashboard charts or metrics are contained on Sheets, within module specific Streams and Apps, per visuals below. Each user will have their own unique view per customizations and filtering options (which carry throughout the sheets).
1. In WorkSpace click on the PERFORMANCEMax tab: 2. Select a ‘Stream’ to display the related Core ‘App’. Then click on the App to view several Base Sheets within the App –
e.g. TaskTrak, shown below. NOTE: The Work folder under Personal (not seen by View only users) is for advanced custom App / dataset development, not reviewed in this document.
3. Base Sheets: Select the first sheet, ‘Summary’, in each App where the filtering options can be chosen. These carry forward to the other sheets, but can also be edited on the sheets, per need.
4. Filtering: Click on the left filter box or the various chart graphics to filter/drill down; e.g. Tasks ‘Not Complete’, ‘Task Due Year 2018’. a. Confirm selection(s) by clicking the green checkmark. Clear selection by
pressing the ‘X’. b. Use the mouse and hover over various icons to display related functions.
E.g. the ‘ …‘ in the filter box opens a page to more filtering options; the list may vary depending upon the viewers computer screen size or resolution. NOTE: Mouse hovering will display the various icon/button functions, hence not all buttons will be reviewed in this document.
c. Adjusting Total Status: The Total Tasks count(s) on the right of the sheet dynamically adjusts per each filter or click of chart elements; e.g. below displaying ‘Tasks Due in 2018’.
d. Detailed filtering: Bookmarks can be created to quickly retrieve a data precise filter at a later date by clicking on the bookmark button. With the desired filter set, click the ‘Bookmarks’ icon, and then ‘Create new bookmark’. Apply a name and ‘ESC’ to close the window. NOTE: ‘View Only’ users are able to filter and create bookmarks.
e. Delete: Unwanted bookmarks can be removed by pressing the ‘i’ , ‘Edit’ and then the trash can icon.
5. Navigation: Navigate from sheet to sheet by
either choosing the forward/back (< >) buttons, ‘Grid’ or ‘List’ view.
6. Customizing sheets: Base sheets are core deployed and cannot be deleted or edited.
a. Customize or editing: Right (or left) mouse click on the sheet in the ‘Base sheets’ display (image right), and select ‘Duplicate’. OR, from within the desired sheet, click the upper left corner Menu; then select ‘Duplicate’ (image left).
NOTE: The ‘Menu’ also contains links to the Qlik Sense ‘Help’ resource, the version of Qlik Sense, (in ‘About’) and ‘Exporting sheet to PDF’.
b. Naming a new duplicated sheet: Depending upon how the sheet was duplicated, either a window opens for a new name to be applied OR after the duplication occurs the user can edit the sheet via the ‘i’, and pencil editing icon, which opens the editing window. Once complete click on the green check mark or Delete the sheet with the trashcan icon.
c. Renaming a sheet: Rename the sheet by clicking on the ‘EDIT’ (& ‘DONE’) button and changing the ‘Title’ field.
d. Viewing all filters and fields: Click the ‘Selections tool’ icon, upper right corner of sheet, to see the big picture
of current ‘Selections’ (filters) and ‘Dimensions’ (fields) used in the dashboard charts.
NOTE: The search box, shown above on right, is another tool to search in PERFORMANCEMax for associated WorkSpace fields. The example above displays those currently in use. The same search tool is used when looking for a field to be used when editing a chart.
e. Duplicating a Summary sheet: If a filtering box is wanted on a new custom sheet, duplicate the ‘Summary’ sheet and then remove/add charts per need. If a different sheet is being edited the user can copy/paste the filter box (object) from a duplicated Summary sheet. NOTE: The filter box may take up needed sheet space.
f. Adding/Removing charts on a sheet: ‘Delete’ unwanted charts by clicking on the metric to display a yellow border line (for resizing) and indicates the ‘selected for Edit’ chart; mouse-click and select Delete, or another desired menu option. i. More tool icons are available on the screen,
hover the mouse to see their function, e.g. ‘Undo’ and ‘Redo’ arrows on lower right.
g. Publishing custom sheets: To share the customization after edits (create users / administrators), select the menu in the upper left corner and mouse-click to select ‘Publish Sheet’. This can also be done from the ‘My Sheets’ display shown on images below.
h. Shared sheets: Shared sheets will appear in the section ‘Published by me’ for the user who published the sheet; and will show within ‘Community Sheets’ for other users.
i. ‘Unpublish’ Sheets: If further edits are required, mouse-click to ‘Unpublish’, which removes it from view by other users, and the sheet is found back in the ‘My Sheets’ section for edits and publishing later.
7. Editing chart ‘Properties’: To edit a chart, first select the sheet it is on and click the ‘Edit’ button, then select/click on the chart to edit which displays the yellow border. The example shown is a table chart (preferred for exporting to Excel), where other ‘Chart’ type ‘properties’ will vary. Properties: Properties, displayed on the right,
contain ‘Data’ (‘Dimensions’ and ‘Measures’), along with other settings like field priority ‘Sorting’, ‘Add-Ons’, and ‘Appearance’ settings ‘General’ and ‘Presentation’. a. ‘Dimensions’: Are the fields to display in the
metric, and ‘Measures’ contain expressions or ‘set analysis’ scripts which gather the desired data as related to the chosen fields.
b. Sorting: This establishes which dimensions/field(s) have priority order. Most visualization’s have a Sorting section in the properties chart where the user can put the cursor on the bars icon and drag the dimension, or measure, up or down to rearrange the sorting order, as displayed on the right.
c. Field detail sorting: Click on the arrow to the left of the dimension
to open the field sort options. Common changes are changing date fields to ‘descending’ or ‘ascending’.
d. Appearance: This section in ‘properties’ offer several options to set
and modify the appearance of a chart. Many of the settings
have ‘Auto’ options that can support an optimal presentation of the
visualization, taking into account the number of dimensions / measures and the type of data used.
o A ‘bar’ chart or ‘pie’ chart will have different appearance settings vs. a ‘table’ chart, per screen shots below.
NOTE: Please refer to the Qlik Sense ‘Help’ resource (mentioned in section #6) for more details on the properties, or contact Perillon Support.
e. Applying changes: When leaving the
sheet after edits take note of the
prompt to ‘Apply Changes?’ and
respond accordingly. Click ‘Done’
after each series of edits.
8. Creating a new dashboard sheet / chart: Where we suggest modifying an existing dashboard chart to get familiar with various settings, users can also build a new one by creating a new sheet (or deleting unwanted charts from an existing duplicated sheet).
a. In the respective App, e.g. TASKTrak App, near the bottom of the sheets display click on the icon ‘Create new sheet’.
b. Name the new sheet, then press the ‘ESC’ key, or click on the ‘Done’ button. c. Select the new sheet from the sheets display to start building the new chart.
NOTE: The following are summary steps of creating a new chart, as there may be many different type charts and configurations involved. Please contact Perillon Support or Perillon Services for complex needs.
d. Drag and Drop: On the left of the screen are various type charts listed to be created; the following examples are using a ‘Bar chart’. o Select a chart, then drag it to the
center of the screen. Note the screen tips, which are throughout the sheet, to assist with creating and editing.
e. Add Dimension: Click the ‘Add
dimension’ button to select fields for the chart. Use the search box to quickly find either dimensions or measures. o Additional dimensions can be added to trend on
both fields in the same chart. o Replace existing dimensions by selecting,
‘Delete’, then ‘Add’ a new one.
f. Add Measure: Measures are calculations used in visualizations, typically represented on the y-axis of a ‘bar chart’ or a column in a ‘table’. Measures are created from an expression composed of aggregate functions, such as Count, Average or Sum, combined with one or several fields. NOTE: ‘Count’ is the most commonly used measure in the ‘Base Sheets’.
g. Add Title: Click the upper left corner to provide a title and click ‘Done’.
h. Grooming the chart: ‘Sorting’, ‘Appearance’ and sizing charts is done by clicking on ‘Edit’, per section #7 above.
9. QA the chart data: We suggest testing the data per any custom measure or expression by comparing WorkSpace filtered data to the new custom chart data, with identical filtering. o E.g. In a table chart if a dimension has the ‘Include
Null Values’ box not marked, it limits the data displayed on the chart to those records which only have data in that particular field.
Working with the various chart properties and seeing the changes that occur with each edit (to get the desired metric) is the best way to quickly learn PERFORMANCEMax. Refer to the Base Sheet charts as a helpful reference on properties.
If you have any questions please contact Perillon Support: [email protected]
