Skip to content
Go to platform

Last updated:

Footer

The footer bar below the canvas gives you access to tools shared across a dashboard: Paretos and Stylesheets.

A mini designer for creating and managing Pareto definitions, used by Pareto controls. A definition determines how hierarchical Pareto data is generated and visualized, from:

Setting Required Description
Dataclip Yes The datasource for the Pareto definition.
Description Yes The descriptive label for the topmost layer.
Calculation type Yes How values are calculated within each layer: Count (occurrences per group) or Sum (aggregated values of the action header per group).
Action header Yes The header the calculation type is applied to.
Layer tree Yes The hierarchical drilldown structure, built from dataclip headers.

Build the layer tree by dragging headers from the selected dataclip into a tree structure, defining parent-child relationships between layers: for example Country → Customer → Product lets users drill down from country to customer to product. Use Count for categorical analysis (orders per customer, tickets per category) and Sum for numerical aggregation (revenue per customer, hours per department), and keep the tree reasonably shallow to keep both performance and readability in check.

Create stylesheets that set fields in a default (company) styling format, so you can apply consistent styling quickly across dashboards and forms.