Introduction
Dashboards are used to provide overview of data in Perfion and to support work processes.
General use
The Dashboards option in the main menu automatically shows up for users who have access to at least one dashboard. When clicked, the first dashboard the user has access to (Quality) is loaded:
From here, the user can switch to another dashboard (via the drop down) or click any element of any widget to see relevant items. In this example, user clicked Lifestyle in the widget Expired image rights:
Notice the following:
The widget loaded three lifestyle images where the date in Asset Valid Until is exceeded
The widget applied the view Detail since this was selected in the widget setup
The default widget view is controlled by the administrator
User can change to any other view as normal
Data in the grid is editable as normal
Refreshing dashboard structure and widget data
Dashboard structure and widget data can be refreshed in three different ways.
Refreshing data in a single widget
To refresh data in a single widget, click the Refresh button inside the widget:
TECH NOTE: Widgets can be set up to refresh automatically on every load. In that case, widget data will be reloaded every time the dashboard is loaded. Widgets can also be set up to refresh on a schedule. Contact your administrator for details.
Refreshing data in all widgets on a dashboard
To refresh data in all widgets on a dashboard, select the Refresh option from the 3-dot menu. Be aware that this operation can take some time to complete depending on the size of the Perfion database and the complexity of widgets:
TECH NOTE: This operation will also load changes to dashboard structure (new dashboards, sections, line breaks and widgets)
Refreshing dashboard structure without reloading widget data
To load changes to dashboard structure (new dashboards, sections, line breaks and widgets) without reloading widget data (which can take some time), simply click Dashboards in the main menu. This will take you back to the last-visited dashboard and load updates to dashboard structure.
TECH NOTE: When a user refreshes data in one or more widgets, the refreshed data is saved in shared widget cache-tables. This means that all users will see refreshed data in the same widget(s) without running a refresh themselves.
Tools
Tools provide access to functions that work independently from the content otherwise loaded in the client.
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TECH NOTE: You need permissions to access each individual tool. If you don’t have these permissions, you will not see the menu items. |
Import Items
Import Items lets you import items to Perfion from physical files.
In this dialogue you have these options:
Which feature do you want to import to | Select the base feature you to import to. This will typically be Product, but you can import data to any selectable feature. |
Select the file you want to import | Click the icon an choose your import file. The following formats are supported:
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Import method | This option controls whether exiting values in Perfion are kept or deleted if the import file does deliver a value. Choose between:
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Selectable feature validation | This option controls whether new selectable values in the import file (e.g. color “Dark Red”) are created in Perfion via the import or rejected. Choose between:
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Keep the first occurrence of records with duplicate keys | This option controls whether items with duplicate keys are ignored or if the first occurrence should be imported. |
Please refer to separate import documentation for details.
When you click ‘Import’ the application server will start the import in the background. You can follow the progress by clicking the Jobs icon in the top right corner.
Import Log
After running an import, the Import Log will give you an overview of how the import went and tell you more about what went wrong, if needed.
If you need to see details about one of the import logs, click the “eye icon” in the Content column.
Execute Actions
Execute Actions lets you execute any action your administrator has exposed in the menu.
When you click the name of an action the application server will start the action in the background. You can follow the progress by clicking the Jobs icon in the top right corner.
User Options
If you click the drop-down arrow next to your username, you get access to a menu with three options:
User Settings
In this dialogue, you can choose User Interface Language, Data Language and Date Format. Notice that the web client will reload when you make changes in this dialogue.
User Interface Language
This setting determines in which language you see menu options, error messages and other system-controlled interface texts. Select the language you prefer. You can choose between English, German, French, Danish and Dutch.
Data Language
This setting determines in which language you see and manage data. Your choice controls the language of feature captions, data, units and all other administrator-controlled data and metadata. You can choose between the languages your administrator has assigned to your user profile.
Date format
This setting controls how you see and manage date values. You can choose between DD/MM/YYYY and MM/DD/YYYY. Please refer to Edit date features for details about how to manage date values.
Change Password
To change password in Perfion Web Client can be done by entering the value of the current password, the new password, and its confirmation.
If the new password and its confirmation are valid, and the old password corresponds to the one used to login on the main page, the password will be updated. A short-term notification will then be displayed in the top of the screen to inform that the password has been changed.
Logout
The last and final option you have in the Perfion Web Client is to log out. This will take you to the login screen.
Appendix A: Keyboard Shortcuts
TO DO THIS | PRESS (Windows) | Press (Mac) |
Selection and navigation |
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Move to next cell / previous cell | Arrow right / left | Arrow right / left |
Move to cell above / below | Arrow up / down | Arrow up / down |
Deselect grid cell | Escape | Esc |
Deselect grid row | Escape | Esc |
Select all cells in grid | CTRL + ALT + A | |
Refresh current window / section | Alt + R | Option + R |
Expand hierarchy from current cell (applicable when current cell is a parent) | CTRL + Arrow right | Option + Arrow right |
Collapse hierarchy from current cell (applicable when current cell is a parent) | CTRL + Arrow left | Option + Arrow left |
Grid toolbar | ||
Show grid as grid view | CTRL + ALT + G | SHIFT + Option + G |
Show grid as table view | CTRL + ALT + T | SHIFT + Option + T |
Show grid as card view | CTRL + ALT + C | SHIFT + Option + B |
Show grid as dynamic view | CTRL + ALT + D | SHIFT + Option + D |
Show family - No Family | CTRL + ALT + W | SHIFT + Option + W |
Show family - Parents | CTRL + ALT + E | SHIFT + Option + E |
Show family - Parents + Siblings | CTRL + ALT+ R | SHIFT + Option + R |
Open View Selector | CTRL + ALT + V | SHIFT + Option + W |
Open Column Chooser | CTRL + ALT + Q | SHIFT + Option + Q |
Open Filter Selector | CTRL + ALT + K | SHIFT + Option + K |
Clear Filter | CTRL + ALT + L | SHIFT + Option + L |
Create new normal item (root level) | CTRL + ALT + N | SHIFT + Option + N |
Create new virtual item (root level) | CTRL + ALT + P | SHIFT + Option + P |
Output to File | CTRL + ALT + O | SHIFT + Option + O |
View/Download Image(s) | ALT + I | Option + I |
Download Files | ALT + U | Option + U |
Items | ||
Create new normal item (relative to selected item) | ALT + N | Option + N |
Create new virtual item (relative to selected item) | ALT + P | Option + P |
Edit cell | F2 | F2 |
Save cell value | ENTER | ENTER |
Delete cell content | DELETE | DELETE/BACKSPACE |
Delete selected item(s) | CTRL + DELETE | CTRL + BACKSPACE |
Open item in item editor | CTRL + ENTER | CTRL + ENTER |
Copy item | ALT + C | Option + C |
Copy item and children | ALT + V | Option + V |
Group items | ALT + G | Option + G |
Freeze Column | ALT + Z | Option + Z |
Execute action on item(s) | ALT + A | Option + A |
Values | ||
Filter by Value | ALT + K | Option + K |
Previous values | ALT + H | Option + H |
Copy value | CTRL + C | Cmd + C |
Paste value | CTRL + V | Cmd + VTranslate value |
Translate value | ALT + T | Option + T |
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