BusinessObjects Board

Going from a summary report to a detail report via insertion

other Xcelsius - Crystal Dashboard Design
#1

Hi,

I’m trying to teach myself Dashboards at the moment and I’m trying to do the following but with not much success, I’m not sure if what I am trying to do is actually possible so hope someone can advise.

What I want to do is as follows,

  1. Have a pie chart showing the ‘current’ balance split between the USA and Europe.
  2. Be able to click on a slice of the pie so say Europe and have a column chart below that will automatically show the historical balances by 12 month ends for that region.

I have managed to achieve the above using Insertion > row, its the next step though I’m struggling with.

  1. I need the column chart to infact be a ‘stacked column’ chart, the balances I’ve split by region in the pie can be further split within region to either be ‘good’ or ‘bad’. When a user clicks on the region in the pie I want the stacked column chart to show for that region, by date a stacked column showing the balance split between good and bad.

I managed to get step 1,2 working as at that point I had not brought the further split of ‘good’ and ‘bad’ into the data. When I did this my pie chart started to split the Region sections further by ‘good’ and ‘bad’, so rather than seeing 2 regions I now see 4. I hoped there was away to aggregate it within the pie itself so I dont see the region x 4 but I can’t seem to find an option, is there one ?

After not being able to find an option to try and get it to aggregate, I then thought I could have one table without the further split and use that for the main pie chart and have a second table I used for the stacked column chart with the further split in. I’ve not be able to get this to work either, again Im not sure if it is actually possible, does the Insertion function mean I can only use the data behind the chart the insertion is based on or can you use other sources ? Does the level of aggregation I already have in my data have to be the same for this type of interaction to work ?

Thanks

Staple123 :uk: (BOB member since 2014-08-13)

#2

Hi

Sounds like how you have set out your data isn’t fulfilling your requirements properly.

There are no aggregate components in Dashboards as such. You could use Excel functions to do your aggregations but that has the potential to impact on performance so let the database or your data report do the number crunching.

Simple example attached of using a Pie chart as the insertion for a Stacked Column chart’s data. This uses a ComboBox component to filter the values for the stacked column chart based on the selection of the pie chart. There are other ways of laying out the data which include the totals for USA and Europe without the separate aggregated dataset, but the principle of getting the drilldown to work correctly would be the same.

Hope this helps.
PieInsertion.zip (9.0 KB)

cdavies :uk: (BOB member since 2005-01-28)