Headline

Like summary views, headlines allow you to display aggregated values but they provide more visually appealing presentation.

The key difference between headlines and summaries is that for headline you can provide “reference point” – a value to compare calculated value to. In this case the headline displays up or down arrows based on comparison result and highlights the value with red or green depending on whether the higher value is better or worse.

To create a Headline View, select the Headline option from the list of view types and click Next. The system will display the Headline View form comprising the following sections:


Name

Enter a name of a new headline view.

Description

Write a description or any notes on this view.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.


Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

  • If you want to include all records into the view, select All records.
  • If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.


Columns

In the Columns to calculate section you can select one or several columns, you want to include into the Headline view.

The Columns section comprises the list of functions being applied for data calculation. You should specify a function for each selected column. The following functions are possible:

# of Records

This function counts the number of records that meet filter criteria.

Total

This function sums up the column values. For example total costs.

Average

Using this function you can calculate an average result. For example average price.

Minimum

This function chooses minimum value.

Maximum

This function chooses maximum value.

In the display as field enter the name of the calculated results. If you leave this field blank, the column name with the short name of the chosen function will be displayed near the calculated results.

Moreover, there is the way to highlight the “Good” results in green and the “Bad” results in red, just specify the More is better option or Less is better option in the dropdown. The No Meaning option is specified by default; in this case the results are displayed in black.


The Advanced options section is intended to specify additional options:

Show Difference

In the Show Difference section you can specify the Reference Point Filter. It defines the value you want to compare the calculated value to. If this Reference Point Filter checkbox is checked, you can select criteria for the Reference Point filter.

  • If you want to filter reference records according to certain criteria, select Only records that meet certain criteria. Using the drop-down create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.

When finished, click Save to create a new view; click Cancel to discard changes.

Next: Editing Existing Views