Use Cases for Widgets

This page uses two concrete use cases to demonstrate how you use widgets in Banking & Cash Management — from the empty canvas to the fully configured chart. Widgets are the building blocks of a dashboard: Each widget displays specific data as a standalone visual element, for example as a pie chart or line chart.

The examples on this page demonstrate:

Example 1

: Balance distribution as a pie chart — visualization of the distribution of balances by company

Example 2

: Balance development per company as a line chart — display of the balance development of several companies over time

Both examples describe all working steps in the order in which you also execute them when creating your own widgets.

Before you start creating dashboard widgets, make sure that:

A dashboard has already been created or you create a new dashboard under

Reports | Dashboards

(see

Creating a Dashboard

)

The dashboard is visible for you and your role has access to the data to be displayed (see

Setting the Display Options of a Dashboard

)

The

Data Source Type

setting of the dashboard is set to

Default

so that all fields and data bindings are available in design mode (see

Setting the Display Options of a Dashboard

)

This example demonstrates how you create a pie chart that visualizes the distribution of balances by company.

An example of a pie chart is displayed. — An example of a pie chart

To add a widget to the dashboard:

Activate the design mode.

Drag and drop the Pies widget from the widget toolbox to the desired position in the dashboard, or click the widget in the widget toolbox once.

All data for dashboards comes from Banking & Cash Management. As a data source, you add one of the predefined data sources to the dashboard, for example Account balance for account balances. You add data sources at dashboard level so that all widgets in the dashboard can access them.

To add the data source:

Click the Menu icon (☰) in the upper left corner of the dashboard area. The dashboard menu is displayed.

Click Data Sources. The Data Sources area is displayed:

The dashboard menu with the open Data Sources area is displayed. — 'Data Sources' area in the dashboard menu

Click Add. The Add Data Source dialog is displayed:

Select a data source — in this example Account balance — and click Add.

With Bindings, you define which data is displayed in the pie chart. In doing so, you bind the selected data from Banking & Cash Management to the elements of the pie chart. The section Bindings describes the meaning of the individual fields.

To configure the bindings:

Click the newly created pie chart widget.

In the widget editing options, click the binding icon ().

Configure the bindings as follows:

Field	Value in this example
Values	Balance (EUR) (Sum)
Arguments	Account Holder: forms the segments of the pie chart
Series	Empty: not required for a simple pie chart
Hidden Dimensions	Date (Day-Month-Year)
Hidden Measures	Empty: not required
Data Source	Account balance: the data source added previously

With filters, you restrict the data displayed in the widget in a targeted way — for example to specific periods or companies — without changing the underlying data sources. The section Filter describes the meaning of the individual fields.

To configure the filters:

Click the newly created pie chart widget.

In the widget editing options, click the filters icon ().

Configure the filters as follows:

Field	Value in this example
Item Filter	Filter expression [Date (Day-Month-Year)] = Today(): displays only the data of the current day
Visible Data Filter	Not configured

With interactivity, you turn the dashboard into a dynamic analysis tool: Widgets can filter other widgets as master filters, and drill down allows navigation to deeper levels of detail. The section Interactivity describes the meaning of the individual fields.

To configure the interactivity:

Click the newly created pie chart widget.

In the widget editing options, click the interactivity icon ().

Configure the interactivity as follows:

Field	Value in this example
Master Filter Mode	None
Drill Down	OFF
Target Dimensions	Arguments
Ignore Master Filters	ON
Cross-Data-Source Filtering	OFF

The options determine the visual appearance of the widget — for example colors, labels, and legends. The section Options describes the meaning of the individual fields.

To configure the options:

Click the newly created pie chart widget.

In the widget editing options, click the options icon ().

Configure the options as follows:

Style

Field	Value in this example
Style	Pie: display as pies

Common

Field	Value in this example
Show Caption	ON
Caption	Balance distribution
Show Pie Captions	OFF

Layout

Field	Value in this example
Content Arrangement Mode	Auto
Number of Rows	Only relevant if Fixed Rows is selected as the arrangement mode

Labels

Field	Value in this example
Data Labels	Argument and Value: displays company names and amounts
Tooltips	Argument, Value and Percent: displays all information when you move the mouse pointer over a segment
Label Position	Outside

Coloring

Field	Value in this example
Measures Coloring	Auto
Arguments - Account Holder	Auto

Color Scheme

Displays the individual color assignment for each category. Use the edit icon next to each category to adjust the color individually.

Field	Value in this example
Color scheme type	Global: ensures consistent colors for companies across all widgets

This example demonstrates how you create a line chart that visualizes the development of balances for several companies over time.

An example of a line chart is displayed. — An example of a line chart

To add a widget to the dashboard:

Activate the design mode.

Drag and drop the Chart widget from the widget toolbox to the desired position in the dashboard, or click the widget in the toolbox once.

This example uses the same Account balance data source as example 1. If you have not yet added the data source, follow the steps in example 1.

With Bindings, you define which data is displayed in the chart. In doing so, you bind the selected data from Banking & Cash Management to the elements of the chart. The section Bindings describes the meaning of the individual fields.

To configure the bindings:

Click the newly created chart widget.

In the widget editing options, click the binding icon ().

Configure the bindings as follows:

Field	Value in this example
Values	Balance (EUR) (Sum): the Y-axis of the chart
Arguments	Date (Day-Month-Year): the time axis on the X-axis
Series	Account Holder: creates a separate line for each company
Hidden Dimensions	Empty: not required
Hidden Measures	Empty: not required
Data Source	Account balance: the data source added previously

To configure the filters:

Click the newly created chart widget.

In the widget editing options, click the filters icon ().

Configure the filters as follows:

Field	Value in this example
Item Filter	Filter expression [Date (Day-Month-Year)] = Today(): displays only the data of the current day
Visible Data Filter	Not configured

To configure the interactivity:

Click the newly created chart widget.

In the widget editing options, click the interactivity icon ().

Configure the interactivity as follows:

Field	Value in this example
Master Filter Mode	None
Drill Down	OFF
Target Dimensions	Arguments
Ignore Master Filters	OFF
Cross-Data-Source Filtering	OFF

The options determine the visual appearance of the widget — for example colors, labels, and legends. The section Options describes the meaning of the individual fields.

To configure the options:

Click the newly created chart widget.

In the widget editing options, click the options icon ().

Configure the options as follows:

Common

Field	Value in this example
Show Caption	ON
Caption	Balance development per company
Rotated	OFF

X-Axis

Field	Value in this example
Reverse	OFF: normal time axis from left to right
Visible	ON
Title	OFF: no axis title, as the date is self-explanatory
Title Text	Date (Day-Month-Year): only displayed if Title is activated
Enable Zooming	OFF
Limit Visible Points	OFF: all data points are displayed
Visible Points Count	Only relevant if Limit Visible Points is activated
Format Type	Default

Y-Axis

Field	Value in this example
Always Show Zero Level	ON: the Y-axis always starts at 0
Reverse	OFF
Grid Lines	ON: horizontal grid lines make it easier to read the values
Visible	ON
Title	ON
Title Text	Balance (EUR) (Sum)
Logarithmic Scale	OFF: linear scaling
Logarithmic Scale Base	Only relevant if Logarithmic Scale is activated
Format Type	Auto
Unit	Auto
Precision	2
Include Group Separator	OFF
Currency	Use Client System Settings

Legend

Field	Value in this example
Show Legend	Yes
Inside Diagram	No: the legend is positioned outside the chart area
Position	Top Right Horizontal: top right, aligned horizontally