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Dashboard

In the constantly changing world of e-commerce, it is essential to keep an overview of the numbers and data of your online business. Thus, plentymarkets offers you a new dashboard that enables you to access the current key figures of your company and decide if further action is needed. Create your individual dashboard by combining various key figures, statistics, graph types and format options. The dashboard allows you to be as flexible and creative as you like.

Especially when creating your first dashboard view, there are some points to consider. Thus, pay close attention to the preparatory settings and follow the instructions in the following chapters carefully:

1. Carrying out the preparatory settings

Only a few preparatory steps are necessary before you can set up your individual dashboard view. These settings are described in the following chapters.

1.1. Creating key figures

Key figures available according to plentyBI edition

Some key figures can only be used if you have booked the corresponding plentyBI edition. Go to plentymarkets logo (Start) » My account » Contracts. Different plentyBI editions with varying scopes are available in the Book plentyBI edition section. In addition, more precise information on the required plentyBI edition is displayed for each key figure when you set it up in the Setup » plentyBI » Key figures menu.

To display data on your dashboard, you need to create the corresponding key figures first.

Key figures essentially allow you to create different data sets. This way, key figures are a basis for the values and data that you can then display and track on your dashboard. Your plentymarkets system provides so-called dimensions for each key figure. Dimensions determine the criteria that are used to group the data included in the key figure. This way, you can precisely define the conditions for the calculation of each key figure.

You can either create key figures in the Setup » plentyBI » Key figures menu or directly from the dashboard. Both methods are described below.

Pay attention to user rights

If users without admin access to your plentymarkets system should be allowed to create key figures, assign the necessary user rights first.

This method is especially useful if you want to create a high number of key figures at once. Table 1 contains a list of available key figures. Click on the respective link for more detailed information on setting up the key figure and carrying out the available settings.

Creating key figures in the setup menu:

  1. Go to Setup » plentyBI » Key figures.

  2. Carry out the settings according to Table 1.

  3. Save () the settings.

Table 1. Creating key figures
Setting Explanation

Name

Enter a name for the key figure.

Key figure

Select the key figure you want to create. For a list of all available key figures, refer to the Key figures page of the manual.

ID

After you have created a key figure configuration, this field displays an ID assigned by the system. This ID cannot be edited.

Updated on

The time at which the key figure configuration was edited last.

Created on

The time at which the key figure configuration was created.

Created by

The user name of the user who has created the key figure configuration. Click on the lock next to the name to lock the key figure configuration. This way, only the user who has created the key figure configuration can make changes to it.

Comment

If needed, enter a comment for the key figure. This comment is saved with the key figure and can help to provide you and your employees with specific information on the key figure.

Target values area

for days and weeks, for months, for quarters, for years

Enter target values that should be reached by the key figure. Depending on the desired period of time, you can make flexbile entries for the target values you are planning for the key figure.

Do you want to create new key figures directly on a new or already existing dashboard? Proceed as described below.

Creating key figures from the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().
    → The settings menu opens.

  3. Drag-and-drop an element from the settings menu on the dashboard.

  4. Move the cursor over the element and click on ().
    → The settings menu for the element opens.

  5. Drag-and-drop an element within the area outlined in blue.

  6. Move the cursor over the element and click on ().

  7. In the settings menu, click on Key figure and select the option New key figure.
    → A window for setting up the new key figure opens.

  8. Enter a name for the key figure.

  9. Carry out the settings according to Table 1.

  10. Click on Save ().

When creating key figures on the dashboard, it is not possible to set up target values for those key figures. However, you can later add those settings for the key figure in the Setup » plentyBI » Key figures menu.

1.2. Assigning rights

When working with key figures, you should decide which of your employees should be allowed to view which key figures. Users with admin access to your plentymarkets system can view all key figures and create new key figures by default. Users with a Back end account have to be assigned those rights by a user with an admin account.

Proceed as described below to determine which key figures should be visible for users.

Assigning rights for viewing key figures:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.
    Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  2. Click on Search ().
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  3. Click on the appropriate account.

  4. Click on Resources.

  5. Click on Key figures.

  6. Activate all key figures that should be visible for the user.
    Optional: Click on All key figures if all existing key figures should be visible for the user.

  7. Save () the settings.

Do you want to allow employees without admin access to your system to create key figures? Then carry out the following additional settings.

Assigning rights for back end users

Back end type users can only see certain areas and menus in plentymarkets. This means they only have limited access to the system. If you want back end type users to can create key figures, you have to grant them the following rights:

  • plentyBI > Key figures

Tip: How to grant rights

Note that only Admin users can grant rights.

Assigning rights:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.

  2. Select a user.
    → The Rights menu item containing the visibilities opens.

  3. Assign the rights for the respective area by ticking the check boxes indicated above.
    Note: You can either grant rights for complete areas or limit the rights you grant the user. To only grant limited rights in a certain area, expand the area.

  4. Save () the settings.

The Rights and Menu visibilities are linked. This means that if you grant a right in one of the two areas, plentymarkets automatically grants the corresponding rights in the other area.

2. Setting up a dashboard view

As soon as you have carried out the preparatory settings, you are ready to set up your dashboard.

The first steps on a new dashboard always consist of placing different areas for display on the dashboard. Then, you fill these areas with data that can be displayed in the form of different elements. You can add and individually position several elements per area.

2.1. Available settings in the editing mode

The dashboard allows you a high degree of flexibility for positioning content and data. This works by intuitively positioning areas for content and elements on the dashboard via drag-and-drop. Each area and each element can be further edited by clicking on . Table 2 explains the functions available in the editing mode for the dashboard view in the upper right corner of the plentymarkets logo (Start) » Dashboard menu.

Table 2. Available settings in the editing mode
Element Symbol Explanation

Edit view

Opens the dashboard view for editing.

Undo

Undoes the last change, unless this change has already been saved.

Redo

Restores the previously undone change.

[Name of the dashboard view] (tab)

This area displays the dashboard view that is currently opened. Click on () to switch to another dashboard view or to set up a new view.

Restoring the previously saved state

Resets the dashboard view to the state that was last saved.

Save

Saves the changes made to the dashboard view.

Close

Closes the editing mode. In case of unsaved changes, a dialogue is displayed.

2.2. Setting up a new dashboard view

In addition to the default view available in the plentymarkets logo (Start) » Dashboard menu, you can create and save additional individual views. Depending on how detailed the visualisation of data on your dashboard should be, you can create separate views for different topics and data.

Setting up a new dashboard view:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Default view in the upper right corner.

  3. Click on Create new preset.

  4. Assign a Name for the view.

  5. Click on Create view.
    → The new view opens. By default, a new view is always a copy of the view that you have created before. Use the editing mode to delete elements that are not needed and to add further elements to the newly created view.

  6. Save () the settings.
    → The new view is saved.

For each dashboard view, you can restrict access to certain users or user roles. Refer to the following chapter for more information.

2.3. Assigning rights for dashboard views

Decide which users should see the default view. You can also restrict or allow access for additional dashboard views per user or user role.

Open the editing mode () for an already existing dashboard view. Click on Rights management to access the settings for users and user roles and decide which dashboard view(s) should be visible for them.

Additional information and an instruction on how to assign rights to users or roles is available on the manual page User accounts and access.

2.4. Determining visibility of dashboard views

In addition to assigning rights for dashboard views, there are further possibilities to determine the visibility of dashboard views in the side navigation on the left margin of the plentymarkets logo (Start) » Dashboard menu.

As a logged in user, you can easily see which dashboard views you can access and quickly switch between them. In the plentymarkets logo (Start) » Dashboard menu, click on the menu icon on the left (). A list of dashboard views that have been made visible to you opens. Click on a dashboard view to open it. The currently opened dashboard view is displayed in blue on the list.

Take note of rights for dashboard views

The functionalities described here do not influence the rights that have been assigned to individual users. Rather, they determine how already existing dashboard views are displayed and accessed in the side navigation. Make sure that the users of your system have the respective rights for dashboard views or, depending on the case, are not assigned rights if they should not have access to certain content.

Determining visibility of dashboard views:

  1. Open the editing mode () for an already existing dashboard view.

  2. Activate the option Expand side navigation and/or Hide from side navigation. Pay attention to the information provided in [table-dashboard-visibility].
    Note: These options are only visible to admin users and can only be carried out by them.

  3. Save () the settings.

Setting Explanation

Expand side navigation

If this option is activated, the side navigation on the left margin of the plentymarkets logo (Start) » Dashboard menu is expanded every time the menu is opened. This setting takes effect for all users. The side navigation lists all existing dashboard views to which the respective user has been granted access rights and for which the option Hide from side navigation has not been activated.

Hide from side navigation

Should the dashboard view be excluded from the side navigation? Then activate this option.
Note: Even if this option is activated, users with the respective rights can still access the dashboard view by clicking on the tab in the editing mode. Refer to the chapter Available functions in the editing mode for more information on this.

2.5. Adding elements to the dashboard

The dashboard offers you a variety of different possibilites for visualising your data. You can use the following types of elements:

The process of placing an element on the dashboard is always the same, regardless of the element type. The following instructions explain how it works.

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop an element from the settings menu on the dashboard.

  4. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  5. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  6. Save () the settings.

Collapse areas on the dashboard

Have you placed a lot of areas on your dashboard and want to keep the overview? The option Collapse area is available for each area. Activate this option to collapse the area on the dashboard by default. Click on () to open the area and see the data displayed within whenever needed.

The following chapters describe how to use the different elements and which settings are possible for each element.

2.6. Setting up tiles

Tiles are simple square areas. Data in tiles is displayed exclusively as text and numbers. You can select different colours and settings for time intervals and target values.

First, add an element of the type Tile to the dashboard. Then, proceed as described below to carry out individual settings for the tile.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for tiles
Setting Explanation

Tile configuration templates

Click on this button to use a tile configuration template provided by the system. This way, the tile displays the selected data so you do not have to select data manually in additional steps.

Key figure

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure on the tile. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title for the tile. The title is displayed as name on the tile. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the tile.

Primary value

The primary value is displayed a little bigger than the Secondary value on the tile. For this option, you can select the simple Key figure result or the difference (Delta) between the actual value and the target value defined in the key figure. You can display the difference (delta) as an absolute value or as a Percentage. Click on () to determine how many decimal places should be displayed for the value.

Secondary value

This value is displayed smaller than and above the primary value. The settings available for the secondary value are identical to the ones available for the Primary value. Select the option None if no secondary value should be displayed on the tile.

Target

Do you wish to display the target value defined in the key figure on the tile? Select one of the options Display or Do not display.

Unit

Decide if the unit of the key figure should be displayed on the tile.

Conditional colouring

Do you want to display the tile in a particular colour? To do so, select the option Display and click on (). A settings window opens. On the left, select the colour for the tile. If you want the colour of the tile to change according to the value of the key figure, select an Operator and enter a Comparison value before clicking on Save.
Optional: Enter a URL in the Link field. If the selected condition is fulfilled, this URL will be opened when users click on the tile. You can enter two types of links:
Internal link: An internal link opens a menu within the back end of your plentymarkets system. To do so, enter the route of the menu that should be opened beginning with a /. The link has to include everything displayed in the URL of the menu after the terra component.
Example: If the order overview should be opened when clicking on the button, enter the link /order/order-search.
External link: Enter the complete link to the external page, beginning with http://.
Tip: Click on () to save further conditions for different colours.

Custom shortcuts

Use this setting to add a customised option to the Actions menu () on the tile. You can also determine conditions that have to be fulfilled for the option to be displayed, and decide what happens if users click on the option.
Click on () to add one or more shortcuts.

Link to detailed dashboard view

Select which already existing dashboard view should be opened when users click on the Actions () menu on the tile and select the option Tile details. If you select the option None, a default dashboard view provided by the system is opened when you clicked on Tile details. This dashboard view contains more detailed information on the results and the data of the key figure that has been selected as a basis of the tile.

Parameters for detailed view

Have you selected an already existing dashboard view for the setting Link to detailed dashboard view? Then use this setting to determine how the data included in the dashboard view will be filtered. Click on Parameter configuration () to determine one or more criteria. Depending on the key figure represented on the tile, the parameters Country of delivery, User or Message tag are available.

2.7. Setting up rows

You can display the data of key figures as individual lines on the dashboards. If needed, you can place several rows to display more information.

First, add an element of the type Row to the dashboard. Then, proceed as described below to carry out individual settings for the row.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for rows:

  1. Click on Edit () in the top right corner of the row.
    → The settings menu opens.

  2. Carry out the settings for the row.

  3. Save () the settings.

Carrying out settings for rows
Setting Explanation

Key figure

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the row. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title will be displayed as the name within the row. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the row.

Primary value

The primary value is displayed a little bigger than the Secondary value on the tile. For this option, you can select the simple Key figure result or the difference (Delta) between the actual value and the target value defined in the key figure. You can display the difference (delta) as an absolute value or as a Percentage. Click on () to determine how many decimal places should be displayed for the value.

Secondary value

This value is displayed smaller than and above the primary value. The settings available for the secondary value are identical to the ones available for the Primary value. Select the option None if no secondary value should be displayed on the tile.

Target

Should the target value defined for the key figure be displayed in the row? Select one of the options Display or Do not display.

Unit

Decide if the unit of the key figure should be displayed in the row.

Conditional colouring

Do you want to display the row in a particular colour? To do so, select the option Display and click on (). A settings window opens. On the left, select the colour for the row. If you want the colour of the tile to change according to the value of the key figure, select an Operator and enter a Comparison value before clicking on Save.
Optional:*Enter a URL in the *Link field. If the selected condition is fulfilled, this URL will be opened when users click on the row. You can enter two types of links:
Internal link: An internal link opens a menu within the back end of your plentymarkets system. To do so, enter the route of the menu that should be opened beginning with a /. The link has to include everything displayed in the URL of the menu after the terra component.
Example: If the order overview should be opened when clicking on the button, enter the link /order/order-search.
External link: Enter the complete link to the external page, beginning with http://.
Tip: Click on () to save further conditions for different colours.

Custom shortcuts

Use this setting to add a customised option to the Actions menu () on the tile. You can also determine conditions that have to be fulfilled for the option to be displayed, and decide what happens if users click on the option.
Click on () to add one or more shortcuts.

Link to detailed dashboard view

Select which already existing dashboard view should be opened when users click on the Actions () menu next to the row and select the option Row details. If you select the option None, a default dashboard view provided by the system is opened when you click on Row details. This dashboard view contains more detailed information on the results and the data of the key figure that has been selected as the basis of the row.

Parameters for detailed view

Have you selected an already existing dashboard view for the setting Link to detailed dashboard view? Then use this setting to determine how the data included in the dashboard view will be filtered. Click on Parameter configuration () to determine one or more criteria. Depending on the key figure represented by the row, the parameters Country of delivery, User or Message tag are available.

2.8. Setting up tables

To provide an easy overview of data, you can display data on the dashboard as tables. In addition, you can decide which values are displayed and how values are sorted within the table.

First, add an element of the type Table to the dashboard. Then, proceed as described below to carry out individual settings for the table.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for tables:

  1. Click on Edit () in the top right corner of the table.
    → The settings menu opens.

  2. Carry out the settings for the table.

  3. Save () the settings.

Carrying out settings for tables
Setting Explanation

Table configuration templates

Click on this button to use a table configuration template provided by the system. This way, the table displays the selected data so you do not have to select data manually in additional steps.

Key figure

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the table. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title will be displayed as a name on the table. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the tile.

Sorting

Decide how the individual values should be sorted within the table. To do so, first activate one or several of the options Primary result, Scale basis or dimensions. Then, select one of the options Descending or Ascending for the previously selected options.
Example: If you want to sort the entries according to the primary result of the key figure and the highest values should be displayed on top of the table, activate the option Primary result and then select the option Ascending.

Items per page

Depending on the number of entries, the table can be displayed on several pages. Select if 10, 25, 50, 75 or 100 entries should be displayed per page.

Group by dimension

If you activate this option, multiple entries of the same dimension are collapsed into one entry.

Mapped column

Every column that you map here corresponds to one column in the table. For every column, select one of the options Calculation date, Dimension, Primary result, Result unit, Scale basis or Target. This way, you can determine which values are displayed in the table. If you do not wish to display one of this options, such as the calculation date, do not assign the column.

Display primary result 0

Activate this option to also include values whose result is 0 in the table.

2.9. Setting up combined tables

Combined tables allow you to display the results of several key figures next to each other in one single table.

First, add an element of the type Combined table to the dashboard. Then, proceed as described below to carry out individual settings for the combined table.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for combined tables:

  1. Click on Edit () in the top right corner of the combined table.
    → The settings menu opens.

  2. Carry out the settings for the combined table.

  3. Save () the settings.

Carrying out settings for combined tables
Setting Explanation

Title

Enter an appropriate title. The title will be displayed as a name on the combined table. Click on () if no title should be displayed.

Key figures and period

Click on () to select the key figures that should be displayed in the combined table. A new settings window opens. Click on () to select further key figure configurations to be displayed in the table. For each key figure configuration that you select here, you can determine the Sorting and the Period for displaying the data in the table. If needed, you can also enter an individual Title for each key figure configuration.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the tile.

Group by dimension

If you activate this option, multiple entries of the same dimension are collapsed into one entry.

Mapped column

Every column that you map here corresponds to one column in the table. For every column, select one of the options Calculation date, Dimension, Primary result, Result unit, Scale basis or Target. This way, you can determine which values are displayed in the table. If you do not wish to display one of this options, such as the calculation date, do not assign the column.

Items per page

Depending on the number of entries, the table can be displayed on several pages. Select if 10, 25, 50, 75 or 100 entries should be displayed per page.

Conditional colouring

Do you want to display the table in a particular colour? To do so, select the option Display and click on (). A new settings window opens. On the left, select the colour for the table. If you want the colour of the table to change according to the value of the key figure, select an Operator and enter a Comparison value before clicking on Save.
Tip: Click on () to save further conditions for different colours.

2.10. Setting up graphs

Graphs allow you to visualise data on your dashboard in an even clearer way. The following types of graphs are available:

The following chapters explain how to place the different types of graphs on your dashboard and which settings are available for each type.

In addition, there are a few useful additional functions available for graphs, regardless of the type. For example, you can download graphs as images or easily access the data displayed in the graph directly from the dashboard. Refer to the chapter Using additional functions for graphs for more information.

2.10.1. Pie chart

You can use the pie chart to display the results of multiple key figures as a distinctive part of the chart.

First, add an element of the type Pie chart to the dashboard. Then, proceed as described below to carry out individual settings for the pie chart.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for pie charts:

  1. Click on Edit () in the top right corner of the pie chart.
    → The settings menu opens.

  2. Carry out the settings for the pie chart.

  3. Save () the settings.

Carrying out settings for pie charts
Setting Explanation

Key figure

Use the search field to enter the name of the key figure configuration and select the entries to display the key figures in the pie chart. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title is displayed as name on the pie chart. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the selected key figures should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the pie chart.

2.10.2. Bar chart and line graph

Bar charts and line graphs are also commonly used for visualising data. They are particularly suited for clear visualisations of how values develop over time. This is why you can select several key figures to display them in those types of graphs.

The available settings for bar charts and line graphs are mostly identical. Thus, they are both described in this chapter. Exceptions and limited availabilities are clearly pointed out in the following explanations.

First, add an element of the type Bar chart or Line graph to the dashboard. Then, proceed as described below to carry out individual settings for the graphs.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for bar charts and line graphs:

  1. Click on Edit () in the top right corner of the bar chart or line graph.
    → The settings menu opens.

  2. Carry out the settings for the bar chart or line graph.

  3. Save () the settings.

Carrying out settings for bar charts and line graphs
Setting Explanation

Bar chart configuration templates / Line graph configuration templates

Click on this button to use a template for the chart or graph provided by the system. This way, the chart or graph displays the selected data so you do not have to select data manually in additional steps.

Key figures and period

Use the search field to enter the name of the key figure configuration and select the entries to display the key figures in the chart or graph. Alternatively, click on Create new key figure () to create a new key figure.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the values for each completed week of the current month will be displayed as separate bar or graph.

Additional time interval

This setting displays additional buttons on the top right of the bar chart or line graph. These buttons allow you to filter the data displayed in the graph according to additional time intervals. This way, you can easily switch between different time intervals. Activate one or more of the options Day, Month, Quarter or Year.
Example: If you have previously selected the current month for the option Time interval, you can use the additional time interval to display buttons that display the data filtered by days or weeks when you click on them.

Click on bar for precise time interval (only available for bar charts)

Activate this option to display the data of the bar chart for the next smaller time interval. You can click on the bar repeatedly, until the smallest time interval (days) has been reached. Use the button Reset interval on the top right of the diagram to quickly return to the original display of data.

Number of columns

Select how many units of the selected time interval should be displayed in the graph or chart. The starting point depends on the selected time period.

Activate zoom

Activate this option to enable the zoom function for the graph or chart. In addition, determine a Start value to which the zoom should be set by default whenever the dashboard is opened. If you access the dashboard later, a blue bar with a control element will be displayed. Use this to zoom in and out of the graph or chart to see more detailed data, if needed.

Display average line (only available for bar charts)

Activate this option to display a line that represents the average values in addition to the bars. The average values are calculated from the results of the key figures that have been selected for display in the chart.
Note: This option is only available if you have selected more than one key figure to be displayed in the bar chart.

Display horizontally (only available for bar charts)

Activate this option to rotate the bar chart by 90 degrees. This automatically inverts the axes of the the bar chart.

Quickly show and hide key figures

Especially if you display a high number of key figures within a bar graph or line chart, you can quickly lose track of all the data. You can quickly hide the bars or lines for individual key figure by clicking on the key figure name displayed below the graph or chart. Click again to make the data visible again.

2.10.3. Simple bar chart

The simple bar chart displays the data of an individual key figure. It is possible to display the target values as separate bars within the simple bar chart. Also, you can easily display values from previous time intervals for even more overview of your data.

First, add an element of the type Simple bar chart to the dashboard.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for simple bar charts:

  1. Click on Edit () in the top right corner of the bar chart or line graph.
    → The settings menu opens.

  2. Carry out the settings for the simple bar chart.

  3. Save () the settings.

Carrying out settings for simple bar charts
Setting Explanation

Key figure

Use the search field to enter the name of the key figure configuration and select the entries to display the key figures in the chart or graph. Alternatively, click on Create new key figure () to create a new key figure.

Period

Select the period of time for which the data of the key figure should be considered.

Comparison of previous period as line

Activate this option to display the results of the key figure from the previous period as a separate line in the simple bar chart. This way, you can compare previous results with current results at one glance.
Example: If you have selected the current month as Period and activate this option, the line displays the results of the previous months.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the values for each completed week of the current month will be displayed as separate bar or graph.

Additional time interval

This setting displays additional buttons on the top right of the bar chart or line graph. These buttons allow you to filter the data displayed in the graph according to additional time intervals. This way, you can easily switch between different time intervals. Activate one or more of the options Day, Month, Quarter or Year.
Example: If you have previously selected the current month for the option Time interval, you can use the additional time interval to display buttons that display the data filtered by days or weeks when you click on them.

Click on bar for precise time interval

Activate this option to display the data of the bar chart for the next smaller time interval. You can click on the bar repeatedly, until the smallest time interval (days) has been reached. Use the button Reset interval on the top right of the diagram to quickly return to the original display of data.

Target

Decide if and how the target value defined in the key figure configuration should be displayed in the chart. The options Display as a bar or Display as a line are available for displaying the target value. Select the option Do not display if the target value should not be displayed in the chart.

Marking by date range

Do you want to mark specific date ranges in the chart with different colours? Click on () to determine one or more date ranges. In the window that opens, you can select a colour in which the respective date range should be displayed. The Name and the assigned colour will be displayed below the chart.

Number of columns

Select how many units of the selected time interval should be displayed in the graph or chart. The starting point depends on the selected time period.

Activate zoom

Activate this option to enable the zoom function for the graph or chart. In addition, determine a Start value to which the zoom should be set by default whenever the dashboard is opened. If you access the dashboard later, a blue bar with a control element will be displayed. Use this to zoom in and out of the graph or chart to see more detailed data, if needed.

Display horizontally

Activate this option to rotate the simple bar chart by 90 degrees. This automatically inverts the axes of the the bar chart.

2.10.4. Heat map

The heat map is a simplified visualisation based on a graph structure in the background. Heat maps display changing colours based on the current value of the key figure. This allows you to identify a possible need for action for the selected key figure.

First, add an element of the type Heat map to the dashboard. Then, proceed as described below to carry out individual settings for the heat map.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for heat maps:

  1. Click on Edit () in the top right corner of the heat map.
    → The settings menu opens.

  2. Carry out the settings for the heat map.

  3. Save () the settings.

Carrying out settings for heat maps
Setting Explanation

Key figures and period

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the heat map. Alternatively, click on Create new key figure () to create a new key figure.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the value of the current week will determine the colour of the heat map.

X-axis

Select the data basis that should be used for the x-axis. The options Scale basis, Dimension and Calculation date are available.

Y-axis

Select the data basis that should be used for the y-axis. The options Scale basis, Dimension and Calculation date are available.

2.10.5. Progress chart

The progress chart displays multiple key figures as part of a single bar. This way, you can clearly display the shares of the key figures and see the proportions between the different values at one glance.

First, add an element of the type Progress chart to the dashboard. Then, proceed as described below to carry out individual settings for the progress chart.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for progress charts:

  1. Click on Edit () in the top right corner of the progress chart.
    → The settings menu opens.

  2. Carry out the settings for the progress chart. The chapter on pie charts contains further information on the available options.

  3. Save () the settings.

Carrying out settings for progress charts
Setting Explanation

Key figure

Use the search field to enter the name of the key figure configuration and select the entries to display the key figures in the progress chart. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title is displayed as name on the progress chart. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the selected key figures should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed in the progress chart.

2.10.6. Gauge chart

Gauge charts are especially suited for displaying the degree to which a specific target has already been reached. The target as well as the current value of the key figure are both represented with different colours and separated by a line.

Save target values

Before setting up a gauge chart, make sure that target values are saved for the respective key figures and the time intervals that should be represented. Otherwise, the chart will not display the data properly.

First, add an element of the type Gauge chart to the dashboard. Then, proceed as described below to carry out individual settings for the gauge chart.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for gauge charts:

  1. Click on Edit () in the top right corner of the gauge chart.
    → The settings menu opens.

  2. Carry out the settings for the gauge chart.

  3. Save () the settings.

Carrying out settings for gauge charts
Setting Explanation

Key figure

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the chart. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title is displayed as name on the gauge chart. Click on () if no title should be displayed.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the size of the portions of the gauge chart will be determined by the values of the current week.

Primary value

For gauge charts, the primary value itself cannot be edited. It always consists of the result of the key figure selected for representation in the gauge chart. Click on () to determine how many decimal places should be displayed for the value.

Target

Should the target value defined for the key figure be displayed in the chart? Select one of the options Display or Do not display.

2.10.7. Funnel chart

You can use funnel charts to visualise the relations between different key figures and how they develop over time. For example, it is possible to represent how many offers were sent to customers, how many new orders were placed and how many return orders were created. To do so, you create a key figure configuration for each of the order types mentioned and then select them for display in the funnel chart. The elements of the funnel chart represent the result per key figure by their varying heights. The system assigns separate colours to each element. The elements are placed next to each other, so that the representation resembles a funnel.

First, add an element of the type Funnel chart to the dashboard. Then, proceed as described below to carry out individual settings for the funnel chart.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for funnel charts:

  1. Click on Edit () in the top right corner of the funnel chart.
    → The settings menu opens.

  2. Carry out the settings for the funnel chart.

  3. Save () the settings.

Carrying out settings for funnel charts
Setting Explanation

Key figures and period

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the funnel chart. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title. The title is displayed as name on the funnel chart. Click on () if no title should be displayed.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed in the funnel chart.

Additional time interval

This setting displays additional buttons on the top right of the bar chart or line graph. These buttons allow you to filter the data displayed in the graph according to additional time intervals. This way, you can easily switch between different time intervals. Activate one or more of the options Day, Month, Quarter or Year.
Example: If you have previously selected the current month for the option Time interval, you can use the additional time interval to display buttons that display the data filtered by days or weeks when you click on them.

Number of columns

Select how many units of the selected time interval should be displayed in the graph or chart. The starting point depends on the selected time period.

Activate zoom

Activate this option to enable the zoom function for the graph or chart. In addition, determine a Start value to which the zoom should be set by default whenever the dashboard is opened. If you access the dashboard later, a blue bar with a control element will be displayed. Use this to zoom in and out of the graph or chart to see more detailed data, if needed.

Display horizontally

Activate this option to rotate the funnel chart by 90 degrees.

2.10.8. Tree map

The tree map represents the results of one or more key figures as square areas that are placed next to or below each other on the dashboard, depending on their number and size. A separate square is created for each dimension determined in the key figure configuration. This way, you can easily see how the data relate to each other in terms of proportions. In addition, the share of each dimension in the total key figure result is displayed as a percentage on each square.

First, add an element of the type Tree map to the dashboard. Then, proceed as described below to carry out individual settings for the tree map.

Adding an element to the dashboard

Placing areas and elements on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

Carrying out settings for tree maps:

  1. Click on Edit () in the top right corner of the tree map.
    → The settings menu opens.

  2. Carry out the settings for the tree map.

  3. Save () the settings.

Carrying out settings for tree maps
Setting Explanation

Title

Enter an appropriate title. The title is displayed as name on the tree map. Click on () if no title should be displayed.

Key figures and period

Use the search field to enter the name of the key figure configuration and select an entry to display the key figure in the tree map. Alternatively, click on Create new key figure () to create a new key figure.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the size of the portions of the tree map will be determined by the values of the current week.

2.10.9. Using additional functions for graphs

As soon as you have placed graphs on your dashboard, additional functions appear automatically. These additional functions are identical for each graph type and allow you to view detailed information on the data basis or to download data.

Using additional functions for graphs

Using additional functions for graphs:

  1. On the upper right corner of the graph, click on ().
    → A list of available options is displayed.

  2. Select which action you want to carry out for the graph. The following table explains the available options.

Option Explanation

Save image

Downloads the content currently displayed by the graph as an image. Select one of the options PNG, JPG, SVG or PDF to determine the format of the image file.

Print

Opens the print preview for the content currently displayed by the graph. This way, you can quickly start the printing process. In addition to an image of the graph, the printout includes the current date and general information on the plentymarkets System from which the graph originates. As usual, you can use the dialogue window of the printer to carry out settings regarding the alignment, format and numbers of copies to be printed.

Raw data

This options displays the key figure configurations that the graph is based on to the left. Click on the name to open another view that contains the current results of the raw data in more detail.

Save data

Downloads the currently displayed data of the graph. Select one of the options CSV or JSON to determine the file format.

Change filter

This option allows you to quickly and conveniently change the key figures, time intervals and dimensions that were selected when the graph was created. This way, you can influence the data basis of a graph and display current data, e.g. if you need additional information on very short notice.

2.11. Displaying additional information in areas

In addition to displaying data as tiles, tables, charts and rows, you can display further information within all areas of the dashboard. This way, you can flexibly add text fields with important additional information for your colleagues or customised buttons according to your specific needs.

2.11.1. Displaying formatted text

Formatted text allows you to display information in text form on the dashboard. The text is then displayed next to or below elements such as tiles.

Proceed as described below to add formatted text to the dashboard.

Displaying formatted text:

  1. Click on Edit () for the area in which text should be displayed.
    → The settings menu opens.

  2. In the settings menu, select the element Formatted text and drag-and-drop it to the desired position.

  3. Click on the element Formatted text and enter the desired text in the settings menu.
    Optional: Use the available formatting options for bold, italic or underlined text and for adding bullet points.

  4. Save () the settings.
    → The text is permanently displayed within the area.

2.11.2. Adding customised buttons

Similar to the formatted text described above, you can individually display customised buttons on your dashboard. You can flexibly configure the colour, the text and the functionality of the buttons. The button is then displayed next to or below elements such as tiles.

Proceed as described below to add customised buttons to the dashboard.

Adding customised buttons:

  1. Click on Edit () for the area in which text should be displayed.
    → The settings menu opens.

  2. In the settings menu, select the element Button and drag-and-drop it to the desired position.

  3. Click on the element Button and carry out the settings. Pay attention to the information provided in Table 3.

  4. Save () the settings.
    → The text is permanently displayed within the area.

Table 3. Available settings for customisable buttons
Setting Explanation

Title

Enter a title. The title is displayed as text on the button.

Shortcut type

Select what should happen when clicking on the button. The options Open link and Open dashboard are available.

Link

Enter a link that should be opened when clicking on the button. There are 2 kinds of links that can be entered:
Internal link: An internal link opens a menu within the back end of your plentymarkets system. To do so, enter the route of the menu that should be opened beginning with a /. The link has to include everything displayed in the URL of the menu after the terra component. + Example: If the order overview should be opened when clicking on the button, enter the link /order/order-search.
External link: Enter the complete link to the external page, beginning with http:// or https://.

Open dashboard

Select a dashboard from the drop-down list that should be opened when the button is clicked.
Important: The dashboard view has to exist already and users need to be assigned the required rights for the dashboard view to be able to see and select all required dashboard views.

Colours

Select the colours in which the button should be displayed. The field on the left determines the background colour of the button. The field on the right determines the colour of the text on the button.

2.12. Changing the global time interval of the dashboard

Have you set up your dashboard using the elements described on this page and want to flexibly display data for specific time intervals now? To do so, you can use the Global time interval element which you can see in Figure 1. It enables you to temporarily display the data of all charts, tables and tiles for one identical time interval. The options Month, Day, Week, Quarter and Year are available. If you click on Reset, the data will once again be displayed according to the time interval that you have selected in the settings of the respective chart, table or tile.

global time interval
Figure 1. Global time interval element

Proceed as described below to add the Global time interval element to the dashboard.

Changing the global time interval of the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop the Global time interval element from the settings menu on the dashboard.

  4. Save () the settings.

Recommended position for the element

The Global time interval element can only be added to each dashboard view once. Thus, we recommend that you place the element in a position that is easy to see. In most cases, placing the element above all other elements is the best solution.

2.13. Displaying notifications on the dashboard

Notifications contain important information on your plentymarkets system. You can access these notifications by clicking on the bell symbol at the top margin of the plentymarkets back end. By clicking on the bell symbol, all current notifications are displayed. In addition, an area for notifications is displayed by default when opening a dashboard view for the first time or when creating a new dashboard view. Proceed as described below in case you have deleted this area and want to display it again.

Displaying notifications on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop the Notifications element from the settings menu on the dashboard.

  4. Save () the settings.

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