Create an Indicator Table visualization in proPilot to display your consolidated indicators in a fully filterable and customizable view.

Introduction

With this visualization, you can display a set of indicators from the proPilot Indicator Table. Users can filter the data using combinable reference filters.

Two configuration modes are available:

• the Dynamic Indicator Table, which automatically displays all available indicators and data types;

• the Configurable Indicator Table, which allows you to select specific indicators and data types, and customize their text formatting.

In both cases, users only see indicators for which data is available within the selected date range.

Indicator Table configuration

1. In the left-hand menu, select “Workspace configuration”, then “Workspace Visualizations”.

2. In the “Workspace: Visualizations views” tab, create a new visualization.

3. Complete the general configuration fields:

   1. Name: enter the technical name of the visualization.

   2. Display Name: enter the name visible to users.

   3. Type: select “IndicatorTable”.

   4. Internal Comment: add any information intended for administrators, if necessary.

   5. Indicator table type: select how the table should operate:

      • “Dynamic Indicator Table” if you want to automatically display all available indicators and data types;

      • “Configurable Indicator Table” if you want to select the indicators displayed in the table and customize their order and formatting.

   6. Workspace: select the workspace where the quantitative data to be displayed is collected.

4. Save the visualization, then click “Edit” to access its detailed configuration.

Configure the reference filters

1. In the “Filter Configuration” section, click “Add New Filter”.

2. A filter configuration window opens. Complete the following fields:

   1. Display name: enter the name of the filter as it will be shown to users.

   2. Level: select the level associated with the reference information.

   3. Information: select the reference information that will be used to filter the data.

3. Click “Add” to save the filter.

4. Repeat the process for each filter you want to add. You can configure up to 6 reference filters.

5. The “Filter Configuration” table summarizes the configuration settings for each filter.

6. Before saving the visualization, make sure that each filter has a level and information selected. A warning message is displayed when a filter is missing any required value.

Configure the indicators in the table

This configuration is only available when “Configurable Indicator Table” is selected as the Indicator table type.

1. In the “Indicator Configuration” section, click “Add indicator”.

2. An “Add Indicator” window opens. Complete the following fields:

   1. Data field - Indicator: select the indicator to display.

   2. Data field - Datatype: select the data type associated with the indicator, such as an actual value or a target value.

3. In the “Text formatting” section, customize the display of the indicator label:

   1. Sub-indicator: display the indicator as a sub-indicator in the table.

   2. Bold: display the indicator label in bold.

   3. Italic: display the indicator label in italics.

4. Click “Add” to save the indicator. Repeat the process for each indicator you want to add.

5. The “Indicator Configuration” table summarizes the configuration settings.

6. Arrange the indicators in the desired order. This order determines their position in the table displayed to users.

Activate the table on the homepage

You can activate the tile on the entity visualization homepage and configure its title, description, link label and illustration image.