Configuring Action Data and Associated Filters

The ability to view and analyse Action and Task information within relevant Power Data widgets – Donut, Gauge and Data Grid.

Enable users to load and view the progress of actions within the Donut control. To enable this drag and drop the widgets in Dashboard area and select edit option in the widget. Select the Type as Action.

Basic Properties

Option is available to change the size and rename the chart to your preference. This is common to charting, gauges and Data grid widgets.

Display Objects

Following display objects are available for Actions. Once the user selects the required options and click ‘Ok’, it Displays the preview.

Object Name	Description
Service Profile	Defines the service profile.
Responsible officer	Defines the responsible officer.
Business unit	This filter contains an organisation hierarchy tree, where users can traverse and select one or more Business units. Selecting a higher level (e.g. Directorate or Organisation) will automatically select all its child units. By default all are selected
Data filter	filters are explained in the below table.

Property Name	Description
Business Object	Define action/s. Lists out all actions within the selected business units.
Measurement	Select the measurement type (e.g.performance). This option is only available for Gauges.

Data Filters

Following data filters are available for Actions.

Data Type	Possible Filter types	Available in	Displayed by default in	Description/ Notes
Period	Filter (Data grid, Gauge)	Gauge		N/A
Common Period	Filter (Data grid, Gauge, Donut)	Data grid, Gauge, Donut	Data grid (Filter type - 'Filter' , Value - 'YTD') Gauge (Filter type: Filter, Value: YTD)	Filter dropdown would display data for a set of common periods provided (ex - YTD, All 2012 2013, Year to June 2013, Year to May 2013 etc)
Performance	Data Column (Data grid), performance (Gauge)	Data grid, Gauge	Data grid (Filter type - 'data column). Gauge (Filter Type - performance)	Performance is calculated as follows; Performance = (Actual/Target) * 100
Variance	Data Column (Data grid)	Data grid	Data grid (Default type - 'data column	Variance is calculated as follows; Variance = YTD Budget – YTD Actual
Progress	Data Column (Data grid)	Data grid	Data grid (Default type- 'Data Column , value- 'Income')	Displays traffic lights to indicate whether the relevant action is on-track (green), off-track (red) or monitor (yellow) Performance <= Lower Threshold then it’s Off-Track Upper Threshold > Performance > Lower Threshold then it’s Monitor Performance >= Upper Threshold then it’s On-Track Note: the Upper and Lower Thresholds used above is determined by the per user setting configured in EIS Settings area. If this is not set, the global organisation threshold setting is used.
Budget	Indicator (Data grid)	Data grid	Data grid (Default type - 'indicator)	Displays traffic lights to indicate whether the relevant action is on-track (green), off-track (red) or monitor (yellow) Variance < Lower Threshold then it’s Off-Track Upper Threshold >=Variance>= Lower Threshold then it’s Monitor Variance> Upper Threshold then it’s On-Track Note: the Upper and Lower Thresholds used above is determined by the per user setting configured in EIS Settings area. If this is not set, the global organisation threshold setting is used.
Business Unit	Filter (Data grid, Donut)	Data grid, Gauge, Donut		N/A
Status	Series (Donut)	Donut		N/A

Charting Controls

Donut control

Only Donut control can be used to load actions
The donut shows the percentage of selected actions which belong to each progress status.
The colours used in the donut must be: Red (Off-Track), Green (On-Track), Yellow (Monitor) and Blue (No Targets Set).

Gauge Controls

Enable users to load and view the performance of actions within the Gauge controls. Loading Actions (created in Sycle/interplan) as its data source.

Only Speedometer(Gauge) widget can be used to load actions.
The scale of the gauge is mapped according to the Upper and Lower Thresholds configured in EIS Settings area (note: this will be the per-user setting, or if not set the global organisation setting is used):

Off Track is less than or equal to Lower Threshold

Monitor is between Lower Threshold and Upper Threshold

On Track is more than or equal to Upper Threshold

Data Grid control

Only Scorecard widget is capable of loading Actions/Tasks.
Enable users to load and view the status of Actions within the Data Grid control.
Enable users to drill down to the constituent tasks where applicable. In data grid, you can drill down to task levels by right-clicking on the relevant action and selecting ‘Tasks’ When drilling down, the tasks will be listed out along with the columns; Status, Complete, Start Date, End Date.

- The following filter elements displayed in Gauge, do not contain any filter types (since they are not applicable for Gauges)

Status, Progress, Budget, Variance

- The following filter elements displayed in Donut, are not applicable and therefore, selecting them will not have any impact on the chart.

Performance, Variance, Progress, Budget

Advanced Options

Advanced options are not available for Actions.

Last revised: November 26, 2017