Configuring Tile Level Settings for Consumers

When you access tiles in tile-based dashboards or the home page, the options available are very similar.

For pie charts, if you point to a section, you will see the count and percentage. For column or line charts, you will get the value when you hover over the data point.

Column tiles automatically hide labels if there is no room for them in the tile. Tiles will show up to 10 category labels. If a chart has more than 10 categories in the chart, the labels will be hidden (only available using a tool tip).

Choose the title of the dashboard to run/launch the tile-based dashboard. This will display all the tiles selected for the tile-based dashboard.

Users can manage the columns they wish to see when drilling into a tile. Options become available when we choose one of the column headings.

In order to see the drilldown list, select anywhere on the tile to expand.

Drill down into the view that contains the same chart (in a larger version) and a list with details.

Column tiles automatically hide labels if there is no room for them in the tile. Tiles will show up to 10 category labels. If a chart has more than 10 categories in the chart, the labels will be hidden (only available via tool tip).

The chart in the drilldown view shows all labels. The chart sets zoom level to show 15 columns by default. You can drag and drop the handles on both sides to zoom in and zoom out using the details chart if there are more than 15 categories.

Additional tips working with tile drill-down:

• A list can be sorted by clicking on the column title.
• Tile views can be resized to a maximum by choosing the expand button (box icon with arrows in the corners). This is only available on tiles displayed on the home page.
• Choose Select All to see list records of all sections in the chart. This can be very helpful if you want to export data.
• Choose the download button to export the list contents to CSV or Excel.

If a drilldown list contains performance form ID, select it in order to access the underlying performance form.

If a drilldown list contains an employee info field, select it in order to access the quick card.

In order to change filters, choose the filter button (as shown below).

Filters are used to limit results by people, datasets, and organizational filters such as Department, Division, and Location. Filtering the analysis enables individuals to narrow and pinpoint the data within their scope of user data to spot trends and exceptions.

People: Report Type is used to select the starting relationship such as a Team view or Matrix view. Starting From allows a user to view the team of a specific manager within their scope of user data. Levels allows you to further define the scope of the people in the results.

Datasets: Select the data to report on. The datasets available for selection are active forms for the given process. For example, the Performance Dashboard datasets display all active Performance Forms.

Filters: Select specific divisions, departments, and locations to narrow the number of results returned in the dashboard.

User Prompted Filters: Depending on the Dashboard selected, additional filters may be available. Select the arrow to view and use these filters.

The following are tips for filters:

• The administrator will normally choose the most optimal default filters for users.
• User filters apply to the tile in all locations.