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Juris Suite® Answer Center

Adding a Gauge Visualizer to a Dashboard

  • Updated

The exercises used are based on a testing database. You will need to adjust your values of your entries (when applicable) to accommodate the data in your database. Results displayed will differ than those in the exercises.

  1. Select the appropriate Visualizer with the left mouse click and drag it to the desired location on the Display Grid. You will see a small plus sign next to your cursor when dragging the Visualizer. For this example, the Visualizer is Gauge.

  2. The Visualizer will appear with sizing squares. The sizing squares allow you to adjust the size of the Visualizer. Select the square and drag to the appropriate size.

    The center sizing square is used to move the entire Visualizer around on the Designer Grid. The cursor will turn to a 4-way arrow.

  3. After you have the Visualizer in the appropriate location, you can utilize the Properties area to make changes to the Gauge. You can make changes to the following:
    • Gauge Type - Numerous Gauge Types to choose from.

    • Initially Expanded - This feature can be toggled between True (Expanded) and False (Not Expanded).
    • Layers - Set Metric, Values, and Parameters. See below.
    • Title - Enter an appropriate Title for the Gauge. Title will show up above the Gauge as a heading.
    • Wrap with Border - This feature allows you to toggle between True (The Gauge will wrap with the border) and False (the Gauge will NOT wrap with the border).

The Layers property is the area that allows you to select values, the metric and appropriate parameters for the display of the Gauge. To make changes to the Layers property, perform the following:

  1. Click the ellipses button.
  2. Enter a Maximum Value. Remember to keep in mind the Metric you are using. If it is monthly fees and you set the maximum value at 50.00 (representing dollars), the gauge will not accurately reflect the performance. Be sure to set a range of maximum and minimum. For this example enter50 for the maximum value.
  3. Select a Metric. For this example, choose DaysToBillAll. Be sure to double click the entry to select it.

  4. Enter a Minimum value. Remember to keep in mind the Metric you are using. If it is monthly fees and you set the maximum value at 50.00 (representing dollars), the gauge will not accurately reflect the performance. Be sure to set a range of maximum and minimum. For this example, enter 10 for the minimum value.

  5. Click the ellipses button on the Parameters field. This brings up Parameters window.

    Remember that each Metric chosen will have different Parameters associated with it. The above example uses dates. Other may use Timekeepers, Teams or other aspects of the data that is being parsed. The syntax and case must be accurate when entering parameter values. To learn more about Parameter syntax and usable entries, click here.

  6. Selecting the Members on the left allows you to select the properties on the right. You can set each one separately. For this example, you can enter a Default Value, and a Lookup Type.
    • Default Value - This value can be used when the user logs in. Depending on the metric and member, it could be a begin date, an expense code or a timekeeper. For this example, the 'BeginDate'{First Day of this Year} will be used. For the 'End Date', {Last Day of this Month} will be used.



    • The Lookup Type refers to the available values of the metric that you want to look up. Click on the ellipses button to reveal the values to choose from. For this example we are not using a Lookup Type.
    • Prompt - This area is used for the message to the user. A message could be to Select Bank Account or Select Starting Date For this example, a prompt will not be used. Remember that each of the parameters does not have to be used and that many times the selected defaults are adequate.
  7. Click the OK button when you have completed entering the appropriate data.
  8. Click the Save button on the Dashboard tool ribbon.

  9. Click the Preview tab to display changes made to the Visualizer.

    If you want to make changes to the Gauge Visualizer, remember that changing the Gauge Type also resets the other fields. You must re-enter all information (metrics, parameters).