Xcelcius: How to Solve Scorecard Interactivity Issues

This article explains how to solve a problem that often occurs during the making of a dashboard in Xcelcius. The problem lies in the selection / deselection of rows in a scorecard when a new selection is made ​​in another component of the dashboard.  

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By default, all rows are selected.

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The method proposed in this article allows automatic deselection when the user selects another element in another component of the dashboard, as shown on the figure above.

The solution to this problem? Use the "list box" component or "drop-down list", and take advantage of its "series" capabilities.

Step 1

Initially, you only need to create the scorecard. This scorecard will simply display the data.

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Step 2

Second step is to associate a list box to the scorecard by superimposing it. Only the data portion must be covered, not the header.

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Step 3

Then, simply change the list box's settings. In the general tab of the list box properties window, select empty cells to be used as labels (use the same number of rows as in the scorecard). The list box will not need to display values ​​as the scorecard handles that.

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To complete this step, make sure that both components have the same font size and width. Finally, adjust the transparency to 75% in the "appearance" tab of the list box. This way, it will be possible to see the scorecard's data.

Step 4

We now identify a location within the Excel workspace so that different row numbers are moving. Here are some pictures to better understand:

First, in the list box's options, select the first set and set the action type to "Position".

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Regarding the destination of the position in the Excel file, define a set of cells that will form a row having as many columns as there are in your dashboard's scorecard.

We've called the destination "Selection Value". You will also notice that in the example here, four cells were reserved for moving the position, because there are four scorecards in the dashboard.

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When selecting the first row of the list box, the dashboard will insert the position in the designated area as shown in the figure.

 

 

 

 

 

 

 

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The selection of the second row will insert the value "2" in the cell and so on.

 

 

 

 

Subsequently, in the "Behavior" tab, adjust the level of interactivity of the list box when selecting a row. To do so, you must select the interaction with a mouse click and then select "Position" as the insertion type, and in the same cell as shown before, thus H3 for this list box.

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Step 5

We must now create as many series in the list box there are scorecards. The purpose of this strategy: while the list box writes the position's value in the corresponding cell "Value Selection", it also writes null values ​​in other cells of the same. Thus, in our example, three other series were created. Series 2 is going to write a null value in the second column of "Value Selection", which happens to be the I3 cell of our example. The following series will carry out similar work by including the null value in J3 and K3.

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Step 6

Step 6 is to replicate the steps 1 to 5 with the other list boxes.

For example, the first series for the second list box will send the position of the selected row in I3 while the other series will move a null value to H3, J3, and K3. Same thing for the other two list boxes.

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This strategy works great when you know the exact number of rows that will be displayed in the scorecards. Unfortunately, when the number of rows in unknown, the complexity of the solution increases. We will see this in more detail in a later blog article.

By exploiting the series capabilities of Xcelsius components, it is possible to perform several actions simultaneously by a single component. Feel free to use them to maximize the interactivity of your dashboards.

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