Introduction

Dashboards are used to provide overview of data in Perfion and to support work processes.

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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 previous dashboard the user has access to (Quality) accessed is loaded:

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. From here, the user can switch to another dashboard ( via the drop down ) or menu:

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Users can click any element of any widget to see relevant related items and data. In this example, the user clicked Lifestyle in the widget Expired image rights:

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Notice the Note following:

• The widget loaded three seven lifestyle images where the date in Asset Valid Until is exceeded (widget filter)

• 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

If you need more space for the details in the main grid, you can hide the widget in the sidebar by clicking the hide/show toggle icon. Clicking the toggle icon in the top bar again will display the widget again.

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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:

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:

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.

Tools

Tools provide access to functions that work independently from the content otherwise loaded in the client.

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Import Items

Import Items lets you import items to Perfion from physical files.

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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:

• csv

• xls

• xlsx

• xliff

• xml

• txt

Import method

This option controls whether exiting values in Perfion are kept or deleted if the import file does deliver a value.

Choose between:

• Keep existing values when missing in import (default)

• Delete existing values when missing in import

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:

• No validation (default)

• Validate selected features

• Validate all features

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.

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Execute Actions

Execute Actions lets you execute any action your administrator has exposed in the menu.

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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:

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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.

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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

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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 

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