UTL0102 - Panel Object

The system allows you to configure alerts whenever a conditional formatting is met, both in charts and lists of panel objects.

• Charts

In the panel object registration/editing screen, when adding a conditional formatting, it is possible to include an alert:

1. Define the Initial Value, Final Value and the formatting color;
2. Click on Alert to select a user or group that should receive it;
3. Confirm the inclusion by clicking on the + icon.

• Lists

Lists also allow conditional formatting settings with alert:

1. When adding a new conditional formatting to a column, a modal will be displayed to define the criteria;
2. Among the parameterization options, select Alert;
3. Complete the configuration by clicking the + icon;
4. Whenever the condition is met in the data (e.g., “realized area greater than 10”), the system will send the alert to the configured user.

• Panel

In the panel, the chart will highlight the configured range using the defined color. If any displayed value is within this range, the system will generate the corresponding alert.

Charts can be column, line, pie, area, or combined (two axes). To configure:

1. Select the chart type;
2. Associate the data source field to the X axis: mandatory field;
3. Fill in the Category: the field is optional, if a field is selected for category it serves as a grouper for the x axis;
4. Configure the maximum, minimum, and increment value fields for the Y axis: optional field and should only be filled in if it is necessary to set the y axis differently from what the system calculates automatically;
5. Define whether values will be stacked or displayed side by side;
6. Configure display sizes and units of measure.

The list is an object that displays tabular data from the associated data source. It is possible to configure columns, sorting, grouping, links, formatting, and detailed objects.

Column Settings

1. Choose the data source fields that will be displayed;
2. Use the Arrows symbol to add or remove columns;
3. Use the Window symbol to change sorting or group columns;
4. Drag fields to the display area as desired.

Links in Columns

1. Select the desired column;
2. Internal or external type columns: a URL will be inserted when it is external type, when it is internal type the system screen path will be inserted;
3. Insert the desired URL and click + to add;
4. For links with parameters, insert in the URL the format [XXX], where XXX is the parameter name;
5. Choose the data source field that will fill the parameter, or insert a fixed value.

Conditional Formatting

1. Available for other field types, which may change the different comparisons we perform for a text type or a numeric type;
2. Configure value ranges to change color, fill or cell/row style.

List Objects

1. Access the List Objects tab;
2. Add panel objects for line detailing;
3. It is possible to add multiple objects, and define the display order;
4. Configure the From/To between the list fields and the added objects.

The Display type object is used to show the totalization of a field from the data source. It can be filtered by variables or fixed values.

How to Configure:

1. Select the data source field that will be totalized;
2. Use the Expression Value field to apply formulas, if necessary;
3. Configure the desired filters to refine the displayed data.

The Cube object is an advanced tool that allows creating dynamic visualizations such as tables and charts, from a data source.

Steps to Configure:

1. Create a cube and associate a data source;
2. Configure the available fields for the cube (filters, columns, rows, values);
3. Create custom layouts with dynamic tables and charts;
4. Add calculated fields directly in the cube, using aggregations and operations;
5. Apply conditional formatting to value fields;
6. Create the Cube type panel object, and add it to the panel.