Gadgets are mini-graphs and data grids that display multiple metrics and can be placed together to create complex dashboard pages. Each gadget is designed to perform a specific type of business analysis, such as zoom or compare analysis. You can configure a gadget to display specific data for specific users, and PMF stores user preferences and applies them to each page. Users can select and save various parameters determined by the gadget author to personalize the gadgets on their pages at runtime.
To utilize gadgets in your PMF dashboard pages, you can select from the gadgets already available in PMF or create your own gadgets. When you create a new gadget, you also have to create a gadget. Overviews of all aspects of gadget design and implementation are provided in the sections that follow. For information about the forms used to design gadgets in PMF, see General Tab - Dashboards.
To design a new gadget, you must first create a gadget procedure, which is usually a WebFOCUS reporting or graph procedure that reports on data from the PMF data mart. (Gadgets can also be designed to extract and report on data from other sources.) All gadget procedures must have a name that begins with a gadget_ prefix.
When using a new or existing WebFOCUS report or graph procedure for a gadget, you can utilize standard WebFOCUS parameter names. There are three types of parameters gadgets can process: display fields, groupings, and filters.
Display fields, similar to PRINT or SUM fields in a WebFOCUS request, determine the data fields displayed in the gadget using parameters that indicate whether to display or hide these fields, or to use these fields as data feeds for a graph.
Each display field has the following three possible settings:
The display fields you can choose to include in a gadget are listed and described in the following table:
Display Field |
What it Displays |
---|---|
Actual |
Actual measure value (raw data). |
Target |
Target measure value (raw data). |
Pct_Reached |
Percent reached for actual/target measures. |
Pct_Used |
Cumulative percent spent for project budget measures. or Cumulative percent completed for project schedule measures. |
Indicator |
Dashboard symbol that indicates the status of a measure, objective, or perspective. For:
|
Indicator + Actual |
Combines the actual value with the indicator. |
Indicator + Target |
Combines the target value with the indicator. |
Indicator + Pct_Reached |
Combines the percent reached value with the indicator. |
Indicator + Pct_Used |
Combines the actual measure value with the indicator. |
Indicator + Actual + Pct_Reached |
Combines the actual and percent reached values with the indicator. |
Indicator + Target + Pct_Reached |
Combines the target and percent reached values with the indicator. |
High-Mid-Low: raw count totals |
Shows a raw count of the total number of measures in High (Green), Mid (Yellow), and Low (Red) status for the selected grouping and filtering. |
High-Mid-Low: percentages of totals |
Shows a percentage of the total number of measures in High (Green), Mid (Yellow), and Low (Red) status for the selected grouping and filtering. |
Grouping involves both sorting and aggregating data values. Selected detail values are sorted using the classifications built into the group, then aggregated at the level implied by the sort.
Many sort groupings are affected by other groupings selected above them. For example, if you select to group by perspective first, and then by objective, the resulting gadget shows measure level details, the measure results are grouped first by perspective and then by objectives within each perspective, and the aggregations occur at the objective level. For each gadget, you can select up to three groupings.
Each grouping has the following two possible settings:
The groupings you can choose to include in a gadget are listed and described in the following table:
Grouping Method |
What it Does |
---|---|
Perspectives |
Sorts results alphabetically by perspective name and aggregates field values at that level. |
Objectives |
Sorts results alphabetically by objective name and aggregates field values at that level. |
Measures |
Sorts results alphabetically by measure name and aggregates field values at that level. |
User Specified Dimension |
Sorts results alphabetically by level values within the dimension specified by the user and aggregates field values at that level. User specified dimension drill-downs are continuous by level, using a second drill-down on an individual value within a dimension to show data at the next dimension level. |
Time |
Sorts results alphabetically by level values within the time dimension and aggregates field values at that level. Time dimension drill-downs are continuous by level, using a second drill-down on an individual value within a time dimension to show data at the next time level, down to the lowest level. |
Gadget filters limit the displayed results to the values a user selects. For example, if a user specified the financial perspective as a filter, the results displayed would be limited to only the details linked to the financial perspective. For each gadget, you can specify up to five different filtering methods.
Each filter has the following two possible settings:
The filters you can choose to include in a gadget are listed and described in the following table:
Filter |
Limits the Output to ... |
---|---|
Scorecard |
The default scorecard for the gadget. Enables users to select a default scorecard to display in the gadget. If not selected, the default selection is the default scorecard of the user. |
Perspective |
The default perspective for the gadget. Enables users to select a default perspective to display in the gadget. If not selected, the default selection is the PMF default perspective. Note: Requires selection of the Scorecard filter. |
Objective |
The default objective for the gadget. Enables users to select a default objective to display in the gadget. Note: Requires selection of the Scorecard filter. |
Measure Series |
The default measure series for the gadget. Enables users to select a default measure series to display in the gadget. |
User Specified Dimension |
The default level value for the gadget, for a selected dimension. Enables users to select a default dimension to display in the gadget. |
Time |
The default point in the time dimension for the gadget. Enables users to select a default time dimension value to display in the gadget. |
Red and Yellow Indicators only |
Only retrieve and display measure values, objectives, or perspectives, where the result is a very low or moderately low (red or yellow) condition. This filter blocks out any measure values with a high (green) condition. |
Red indicators only |
Only retrieve and display measure values, objectives, or perspectives, where the result is a very low (red) condition. This filter blocks out any measure values with a high (green) or moderately low (yellow) condition. |
How to: |
For PMF to call a procedure and store parameters locally for a gadget, you must first create a gadget. The gadget enables PMF to manage the gadget. A gadget defines the input parameters for the gadget and controls how the parameters are saved for each user. The class also controls the parameters that each instance of the gadget can store and recall.
Before creating a gadget, add all new gadget procedures to the WebFOCUS pmfgadgets application folder.
PMF displays the New Gadget Designer panel. The following image shows the panel, with sample values in the fields.
For example, if the Content Type is PMF gadget focexec, the Content Display drop-down menu contains the names of all FOCEXECs that begin with gadget_ and are in the WebFOCUS pmfgadgets application folder.
For a graph that is coded according to the standard gadget specification, the width and height that you type here is dynamically passed to the gadget at run time to determine the actual width and height of the output of the graph.
The preview image appears on the Catalog chevron in Dashboard Designer. If you do not supply a preview image of your own, you can use the default preview image, preview_na.png.
PMF displays a message saying the new gadget has been added. The Gadget Definitions navigation tree on the left is refreshed to display the new gadget.
WebFOCUS InfoAssist can be used to develop new operational gadgets that display information from your operational data sources. A new property defines your custom-developed content as a PMF gadget, and allows you to optionally prompt to filter your content using PMF dimensions. For more information on how to use this, see the WebFOCUS InfoAssist User’s Manual.
Note: InfoAssist integration for setting up parameter receipt requires WebFOCUS 7.7.01 or higher. If you have an earlier version of WebFOCUS, you can still handle parameters in the report code. For more information, see Mapping Parameters to an Operational Report.
How to: |
PMF allows you to use existing Analysis Designer templates to create Gadgets. These Gadgets can display grids with indicators that show PMF metrics, strategic objectives, or themes dimensionally. Each data item in the grid contains drill downs to other related PMF content, and provides the same feedback, alerting, and task capabilities as pre-built content in PMF.
The New Gadget Designer panel opens.
Template |
Content Display value to choose |
---|---|
Metrics Across Dimension |
pmf_rpt_tmplt_meas_vert |
Metrics Crosstab |
pmf_rpt_tmplt_meas_acrdim |
Metrics Vertical Sort |
pmf_rpt_tmplt_meas_crstab |
Objectives Vertical Sort |
pmf_rpt_tmplt_obj_vert |
Objectives Across Dimension |
pmf_rpt_tmplt_obj_acrdim |
Objectives Crosstab |
pmf_rpt_tmplt_obj_crstab |
Themes Vertical Sort |
pmf_rpt_tmplt_theme_vert |
Themes Across Dimension |
pmf_rpt_tmplt_theme_acrdim |
Themes Crosstab |
pmf_rpt_tmplt_theme_crstab |
Note: If you are working with your own data mart and Scorecard, and that Scorecard does not have loaded measure data yet, PMF will display an error message.
Note: This procedure can also be done by selecting New Gadget from the Dashboard Designer Catalog.
How to: |
Gadgets can be defined based on standard reports in your Managed Reporting repository. This can be done from within PMF or from within the WebFOCUS MR environment, which is typically from within BID.
Note: MR Save as Gadget integration in WebFOCUS BID requires WebFOCUS 7.7.1 or higher.
Saving Managed Reporting content as a gadget will make it available from within PMF to use on features, such as Dashboards. MR content can be given parameters from PMF, such as dimensional filters or sorts, and can optionally receive Broadcasts on a PMF Dashboard.
The New Gadget Designer panel opens.
Note: If you want to pass parameters to the MR Standard Report, make sure you have added code to your report to enable it to receive PMF parameters. For more information, see Mapping Parameters to an Operational Report.
The PMF Dashboard capability allows you to directly add several types of content as gadgets. These types include:
Note: These are deprecated.
When creating a gadget, or editing a gadget, you can select the content type from a drop-down menu on the New Gadget Designer panel or the Edit Gadget Designer panel, as shown in the following image.
Content Type |
Description |
---|---|
PMF Gadget focexec |
Default. Allows you to select from any FOCEXEC in your environment with gadget_ as the starting characters in the name. Typically, these are PMF gadgets. Since most of the shipped FOCEXEC gadgets are already registered in PMF, you would typically need to use this option only if you have created a custom gadget and want to register it with the system. |
Adobe Flex control |
Allows you to select from any SWF file that you have installed in any application in your application path. PMF does not search the mainstreet, pmfdata, or pmf[rdbms] app folders. Tip: If WebFOCUS is installed in a split-tier configuration, the SWF files must be installed in the same app folder on both the WebFOCUS Client and WebFOCUS server machines. |
WebFOCUS report |
Allows you to select from any FOCEXEC in your environment. Typically, you would select this option to gadgetize any existing WebFOCUS report. This allows you to pass standard PMF parameters to the report. For more information on how to receive and use those parameters, see Mapping Parameters to an Operational Report. |
MR report |
Allows you to integrate Managed Reporting content into PMF. Typically, you would select this option to gadgetize an existing WebFOCUS Managed Reporting report. This capability allows you to pass standard PMF parameters to the report. For more information on how to receive and use those parameters, see Mapping Parameters to an Operational Report. |
Web Page |
Allows you to specify any external web application that you want to include as a gadget. You can type the entire URL for the application, including any parameters, in the URL field. |
Once you have specified the type of gadget that you are registering, you can configure the passing of parameters, as appropriate to the gadget, as detailed in Designing Gadgets.
How to: |
WebFOCUS parameters can be passed to your Gadgets, allowing you to configure components for inclusion from any external system without needing to code a procedure. This essentially causes PMF to pass the WebFOCUS amper variables to any Gadget, every time that Gadget is added to a Dashboard.
The Edit Gadget Designer panel opens.
The Custom Parameter panel opens, as shown in the following image.
Tip: To see the parameters that have been set for a Gadget, hover over the Custom Parameters button, as shown in the following image.
How to: |
Any standard Grid Gadget in PMF is fully broadcast-capable within any PMF Dashboard. As you drill on any of the Grid Gadgets in PMF, Dimensional and Object parameters can automatically be sent to the rest of the Dashboard, so a drill down on any Grid can also automatically drill on all the Chart Gadgets on your Dashboards.
Drill broadcasting on Grid Gadgets works in the following ways:
Note: Enabling broadcasting on any Grid Gadget requires adding a single custom parameter to the Gadgets you want to have this ability.
From the Manage tab:
The Edit Gadget Designer panel opens, as shown in the following image.
Once the parameter has been added, the Gadget will be able to Broadcast Object and Dimensional information to any Dashboard. To make sure other Gadgets “listen” to the Broadcast, you need to configure Broadcast for the Dashboard. For more information on setting up Broadcast, see Setting Up Broadcast on a Dashboard.
In this section: How to: |
You can turn any WebFOCUS report into a gadget. Once you do that, you can place the content of the report on a dashboard that you design.
You can also configure metric and dimensional parameters (preferences) in order to pass them from a PMF dashboard to a WebFOCUS report. You can then use those parameters in sorting, filtering, and other content display activities. When you turn a WebFOCUS report into a gadget, you must identify which parameters need to be passed from the dashboard to the report.
You must also make sure that the report can detect, receive, and process those parameters. For more information on how to modify a report to handle parameters, see Mapping Parameters to an Operational Report.
The New Gadget Designer panel opens.
Tip: You might want to use the default title of the WebFOCUS report.
Once you have created a gadget from a WebFOCUS report, you can drop the gadget onto any dashboard. From the dashboard, you can set default preferences for the new gadget for use in the selection and display of data.
The new gadget can also participate in Broadcast, as any other gadget can. For an example that shows how to create a gadget from a WebFOCUS report and work with it on a dashboard, see the following example.
This example uses a WebFOCUS report named process_orders_outages. The report requires one parameter, a value for the Location dimension.
The report is supplied with your product software.
This example has four parts.
Create the Gadget
The New Gadget Designer panel opens.
Outages in Ordering Process is the default title of the WebFOCUS report.
Add the Gadget to a Dashboard and Set Preferences
In this procedure, you will add the new gadget to a dashboard and set preferences for it. To implement Broadcast using the new gadget, you will add a second gadget to the dashboard. The second gadget, Utility - Dimension Tree, enables you to select a data value for Location. The selected value is broadcast to the first gadget and reflected in the report.
The Dashboard Designer opens.
The following image shows the Properties chevron, with supplied values in the Dashboard Name and Description fields.
In the following image, the Outages in Ordering Process gadget is the first one in the partial list that is displayed.
Tip: In the Catalog, a default preview is used if you do not provide a preview of your own. The following image shows the default preview for the Outages in Ordering Process gadget. For instructions on providing your own preview, see the Performance Management Framework Developer Guide.
Your dashboard will look similar to the one in the following image.
Configure the Gadget for Broadcast
The gadget is highlighted to indicate that it participates in Broadcast.
Do not highlight the Utility - Dimension Tree gadget for Broadcast. That utility gadget is designed to work correctly with the report.
The following image shows the Broadcast chevron with the specified property, Dimensions only. On the design canvas, the Outages in Ordering Process gadget is highlighted.
Preview the Live Dashboard
The Outages in Order Processing report is automatically refreshed. PMF replaces the data values for the EAST (the default setting) with the data values for the MIDWEST (the Broadcast setting).
In the following image, MIDWEST was selected in the Dimensions tree, and is reflected in the report.
You can export an information gadget to a standardized file. This capability enables you to:
Before you export a Gadget, make sure to test it and ensure that it is working properly in your environment. If the Gadget uses a FOCEXEC, you should note any executable dependencies for the FOCEXEC other than the main FOCEXEC so that you can copy these files manually into the new environment to make sure the Gadget works after it is registered in a new environment. Likewise, if the Gadget is a custom developed applet or SWF, make sure any non-SWF dependencies for these programs are likewise noted so that you can make sure the Gadget works after it is registered in a new environment.
The Edit Gadget Designer panel opens.
For details on the fields on the Edit Gadget Designer panel, see Creating a Gadget. For details on the type of content that you can export, see Adding Various Content Types as Gadgets.
Field |
Description |
---|---|
Gadget creation date |
Date the Gadget was originally created. |
Gadget revision version |
Version number for the gadget. Type a number in the field. |
Gadget revision date |
Date on which the gadget was last revised. Type a date, or accept the system-supplied date, which is the current date. |
Gadget author name |
ID of the creator of the gadget. Click a value from the drop-down menu, or accept the default value. The default value is the ID of the person who was logged on to PMF when the gadget was created. |
Minimum supported PMX version |
Earliest PMF version that supports the content type for the gadget. Type a version number, or accept the system-supplied number. |
Preview image |
Name of the .png file that supplies the preview image for the gadget. The preview image appears on the Catalog chevron in Dashboard Designer. Click the name of the .png file from the drop-down menu. PMF displays the selected preview image below the field. Preview images for Gadgets are stored in the [approot]\pmfgadgets\thumbs folder. If you do not see an appropriate Preview image for your gadget in this folder, you should create one using an image capture program. Gadget Preview files should be in PNG format, with a recommended size of no larger than 160px x 160px. If you do not want to create a new Gadget Preview file, you can use the default preview file name, preview_na.png, for a generic Preview. |
You are returned to the Edit Gadget Designer panel.
Gadget Export files have a .GDG file extension, contain no spaces or non-alphanumeric characters in the name, are generally all lowercase, and are placed in the [approot]\pmfgadgets\pmf_import_export folder on your server. After you export a Gadget to a file, you can move a copy of the export file to your PC by clicking the link in the confirmation message. You can later download the file by navigating to the approot for your server and looking in the [approot]\pmfgadgets\pmf_import_export folder on your server.
You can register a gadget on any WebFOCUS server that is running PMF. With this capability, you can add third-party gadgets to a PMF dashboard without the need for additional PMF development work. For example, you can add an iGoogle™ gadget (a personalized Google page) or Yahoo gadget to a dashboard, or your own web 2.0 mini-application.
As part of the registration process, you will import the file that contains the gadget. Before you can import a Gadget, you must copy the .GDG file to the [approot]\pmfgadgets\pmf_import_export folder on your WebFOCUS server. This can be a .GDG file you exported previously and are migrating to a new server, or a .GDG file you obtained from Information Builders or another developer.
A registered gadget appears in the list of gadgets on the Catalog chevron in Dashboard Designer.
When you Register a HTML5 or FOCEXEC-based Gadget, the main executable file is automatically binary-copied from the export (.GDG) file into the [approot]\pmfgadgets folder on your server. Note that web type Gadgets are only URIs pointing to an executable resource on a web server. No files need to be copied for this type of Gadget.
The New Gadget Designer panel opens.
PMF displays the properties and the Preview graphic for the Gadget export file you selected.
Field |
Description |
---|---|
Gadget Import File |
Select a Gadget to Register. |
If file or definition exists |
From the drop-down menu, click the action that you want PMF to take if the gadget has already been registered. Possible values are:
|
Important: Since HTML5-based Gadgets are web-deployed, if you are running WebFOCUS in a two-tier environment, after Registering a HTML5 Gadget, you should make sure to copy the resulting SWF file from the [approot]\pmfgadgets folder on your WebFOCUS server machine to the [approot]\pmfgadgets folder on your WebFOCUS client machine.
WebFOCUS |