Dials and Gauges in Dashboards | Create Dial Charts

May 30, 2008 – 6:16 pm

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This is an alternative to the meter chart

The requirement is the same as meter chart, your SQL should return only one column and one row, just a single cell value

(Complete Steps) Create Dashboard Dials

 

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Meters | Speedometer | Gauges | Dials in Dashboards

May 30, 2008 – 6:13 pm

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To create this chart, your SQL should return only one column and one row

(Complete Steps) Create Dashboard Gauges

Pie Chart in Dashboards | Create Pie Chart

May 30, 2008 – 6:11 pm

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In order to create a Pie Chart, your SQL should return two columns as shown below

select account , sum(amount) as Expense
from
[qb_data$]
where “Account Type” = ‘Expense’
and date between #10/1/2007# and #05/23/2008#
and class like ‘%’
group by account

(complete steps) Create Pie Chart for Dashboard

Stacked Bar in Dashboard | jfree stacked bar chart

May 30, 2008 – 6:07 pm

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The basic requirement is that the SQL query should return three columns

 

for e.g.
select Format(date,’YYMM’) & ‘ - ‘& Format(date,’MMM’) as Month , switch(class is null,’Unknown Class’,class is not null,class) as class_type, sum(amount) as Expense
from
[qb_data$]
where “Account Type” = ‘Expense’
and date between #10/1/2007# and #05/23/2008#
and class like ‘%’
group by Format(date,’YYMM’) & ‘ - ‘& Format(date,’MMM’), switch(class is null,’Unknown Class’,class is not null,class)
order by 1 asc

 

(Complete Steps) Create Stacked Bar chart in dashboard

Series Bar Chart | Dashboard Series Bar Chart | jfreechart bar chart

May 30, 2008 – 6:02 pm

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The basic requirement is that the SQL query should return three columns

 

for e.g.
select Format(date,’YYMM’) & ‘ - ‘& Format(date,’MMM’) as Month , switch(class is null,’Unknown Class’,class is not null,class) as class_type, sum(amount) as Expense
from
[qb_data$]
where “Account Type” = ‘Expense’
and date between #10/1/2007# and #05/23/2008#
and class like ‘%’
group by Format(date,’YYMM’) & ‘ - ‘& Format(date,’MMM’), switch(class is null,’Unknown Class’,class is not null,class)
order by 1 asc

(Complete Instructions) Create Series Bar Chart in Dashboard

 

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Bar chart in Dashboard | Create Bar Chart

May 30, 2008 – 5:58 pm

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A Bar Chart needs a minimum of two columns. The first column is the character based column (it could be a numeric but it forms the Axis column either X or Y). The second column is the numeric value column which represents the bars in the chart

NOTE: You can have more than two columns but all of the remaining columns should be numeric

(Complete Instructions) How to create Bar Chart in Dashboard

 

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Quickbooks Dashboard - Download and Test Drive

May 28, 2008 – 4:38 pm

If you have been researching dashboard and reporting options for Quickbooks, you may have come across websites that ask you to upload your financial information into their server. A lot of small business owner when surveyed about the idea of sending their Quickbooks data, they expressed a lot of concern.

You don’t need to upload your financial information to third party, not anymore.

Follow the simple steps and you can test drive the dashboard on your local PC

Please download and install the base files http://www.infocaptor.com/files/test/infocaptor_setup.exe

  1. Download the quicbook files (http://www.infocaptor.com/files/setup/qb_dash_files.zip )
  2. Create a directory like c:\dashboards and Unzip the qb_dash_files.zip file into this directory.
  3. Launch InfoCaptor and open the c:\dashboards\qb_excel_dashboard.icv file ( qb_excel_dashboard.icv is part of the zip file)
  4. When the connection window pops, change the path to c:/dashboards/qb_dash_export.xls
  5. Click connect
  6. The dashboard will show up and you can change the parameters.

The qb_dash_export.xls is just sample Quickbooks file

Would you like to see the above charts using your Quickbooks Data?

Tags: , , , , , , , , quickbooks,peachtree,sugarcrm,small business

Setup single dashboard on the web server

May 21, 2008 – 1:22 pm

We already have a detailed tutorial on how to setup InfoCaptor on the web-server and we receive lot of requests on how to setup or put the dashboards on the web. This server setup guide is quite comprehensive and requires the need to install the repository objects on the database and hence can be little time consuming.

This alternative tutorial is a shortcut to just test the web-server install. It is not a replacement to the repository install.

For e.g. If you are evaluating InfoCaptor and have created a test dashboard and would like to see how it behaves when deployed on the web then follow the steps below.

You need a webserver (Apache or IIS or anything that can serve PHP pages). If you would like to setup a webserver on your PC then try this excellent free tool http://sourceforge.net/projects/phpdev5

PHPDEV installs a local Apache webserver so you can just create directory under www and copy files.

  • First download InfoCaptor Dashboard Designer on your PC or laptop
  • Create your Dashboard and for example, let us name the dashboard file as “my_dashboard.icv” (all InfoCaptor dashboard files have .icv extension)
    Since we are going to place the dashboard files on the server, it is recommended that all the names are lowercase and there are no blanks in the name (replace blanks with underscore ‘_’)

 

Let us assume the following

  • Your webserver is serving the following domain http://www.myserver.com
  • You will place all the dashboard files in the directory “/dashboards”
  • Your dashboard file is “my_dashboard.icv”
  • Your database host is located at “mycompany.myserver.com” . If the database is on your own PC or machine then you may use “localhost”. (yellow)
  • Your database port is “3306″ (green)
  • Your database name is “my_database” (blue)
  • Your database user name is “my_user”
  • Your database password is “my_user_password”

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  • Unzip the infocaptor_server_files.zip in a directory and Edit the “single_dashboard_on_server.php” file in notepad or any editor.
  • This is how the file should look like when you open it
  • Image

 

  1. Edit the second line Image
  2. ———————————————————
  3. and change it to point to your server location {http://www.myserver.com/dashboards}
  4. ———————————————————
  5. You may delete or comment lines 15,16,17 depending on which database you wish to connect.Image
  6. ———————————————————
  7. Edit the argument dashboard_file_name and point it to your dashboard_file_name such as my_dashboard.icvImage
  8. ———————————————————
  9. Edit the dashboard_base_path argument to point to your dashboard directory on webserver http://www.myserver.com/dashboards/ Image
  10. ———————————————————
  11. And finally provide the database connection arguments
    1. db_connect_name=”my_connection”
    2. db_driver=”MySQL - com.mysql.jdbc.Driver” (NOTE: use the appropriate driver string as mentioned in the php file)
    3. db_user=”my_user”
    4. db_password=”my_user_password”
    5. db_database_host=”mycompany.myserver.com”
    6. db_database_port=”3306″
    7. db_database_name=”my_database”

Here is how a sample looks like

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NOTE: db_driver strings for relevant databases

  • Oracle - oracle.jdbc.driver.OracleDriver”
  • “MySQL - com.mysql.jdbc.Driver”
  • “MS Access - sun.jdbc.odbc.JdbcOdbcDriver”
  • Excel File - sun.jdbc.odbc.JdbcOdbcDriver”
  • “SQL Server5 - net.sourceforge.jtds.jdbc.Driver”
  • “ODBC - sun.jdbc.odbc.JdbcOdbcDriver”
  • “Sybase3 - net.sourceforge.jtds.jdbc.Driver”

and so on.

 

Save the single_dashboard_on_server.php file and then transfer all the files in the zip archive to the webserver directory

You can now launch your dashboard by pointing the following URL in your browser

The dashboard will open up using Java webstart.

If you need to setup the complete repository which will allow you to create users, assign roles to users, assign dashboards to each user then you need to follow this setup guide

 

Tags: , , , , , quickbooks,peachtree,sugarcrm,small business

Dashboard Autorefresh | Dashboard AutoCycle | Refresh Rate

May 15, 2008 – 8:00 pm

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One of the new features available in the upcoming release is the ability to auto-refresh multiple dashboards and automatically cycle through each dashboard.

You can set the cycle rate by clicking on the options button, click on the “Auto Refresh & Cycle Each Dashboard” checkbox and select the refresh rate at the desired number of seconds.

Issues: Currently if the refresh rate is set very low, Java is not able to trigger the Garbage collection and hence it creeps memory and eventually the application becomes un-responsive.

Ideally if the refresh rate is set to 2-3 minutes then it should run fine on a good machine. Ocassionally you may need to restart InfoCaptor if it starts slowing down.

Along with this we are also working on launching multiple dashboards at once using a common config file. This should go handy with the Auto-refresh and cycling option.

You can test drive the auto-cycle option using this test version

What are the benefits of this feature?

We already have had the auto-refresh feature, and auto-cycling of dashboards during refresh is a natural extension of the feature. We have numerous users and clients asked for the cycling feature so that a DBA or Sysadmin person can setup a dedicated desktop just to monitor the metrics. If the metrics are corporate goal specific then they could also be broadcasted over a TV or a huge display for employee awareness.

 

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Transportation Dashboards | Dashboard for tracking Transport business

April 29, 2008 – 2:47 pm

Any data and statistics stored in a computer or available on paper are potential Key Performance Indicators (KPIs) that can be translated into electronic dashboard displays.

In transport business, trucks, buses, ambulances, taxis, and other vehicles that transport people or products, the cost of operation is an essential measure of business performance. This along with the variety of other issues - scheduling, vehicle availability, repair status, etc. - can all be measured, monitored and managed by using Dashboard Programs.

Some issues that transportation companies may wish to track include:

* Vehicles in use.
* Vehicles available.
* Vehicles in for repairs.
* Drivers operating.
* Drivers available.
* Hiring/training status.
* Shipment schedules.
* Operating cost per mile.
* Deadheading.
* Accident statistics.

We can help you create dashboard solution for your business. contact”AT”infocaptor.com

 

Tags: , , , , , , , , quickbooks,peachtree,sugarcrm,small business