Kofax Insight - Property Panel Quick Reference Guide

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Summary

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Appearance

Actions: Choose what you would like to occur after a single click on the component.
- Action: Choose between No Action, Drill Down, Filter of Dimension, Open View, or Update on Change
- Append Selected Value to Title: Choose whether or not to show the selected Value in the title line of the component
- Event: Default value is single click for these actions and cannot be changed
- Update Filter Group: Choose what happens after a single click if a filter is applied, then choose which filter in the view to utilize
- Window Title: Choose the title you would like set for the active component window
- Zoom: Choose whether or not to allow zooming on the selected component
Auto Drilldown: Choose whether or not the ability to go into deeper detail on the component is enabled.
Border Style Name: Choose style based on set theme
Can Edit: Choose whether or not users can edit the component items
Cell Border Style Name: Choose style based on set theme
Clear Selection:
Column For Each Dimension:
Component Type: Defaults to type of component from original properties
Default Selection: Choose whether or not to select the ﬁrst row in the component data
Dimension Series:
- Color Type: Choose color for the series Colors Name: Choose a name for the color
- Column Width: Choose pixel width for component columns
- Custom Caption: Write custom text Custom Color: Choose dimension’s color
- Fixed Width: Force a width that cannot be resized
- Format Name: Choose the naming style between Full, Date, or Date with
- Time Header: Choose dimension name above grid
- Header Text Hover Style Name: Choose mouse-over action from original theme settings
- Header Text Style Name: Choose the text style from original theme settings
- Text Style Name: Choose the text style from original theme settings
Drill Down with Refresh: Choose whether or not the drill down should be maintained after a refresh of the view
Drill into Empty Dimension: Choose whether or not to allow drill down into a dimension that has no data
Expand Pivot Table Header: Allow header information to show in full
Export URL as Text: This allows URLs to be exported without hypertext
Flexible:
Footer Style Name: Choose the text style from original theme settings
Grid Print Settings: Choose what is printed when the component a hard copy is required
Header Buttons: Choose what items show as buttons in the viewer, including Chart, Grid, Menu, Record Grid, or Scatter chart buttons
Hide Total Amount: Choose whether or not show the component totals
Is Negative Filter:
Loading Panel Timeout: Choose how many seconds should pass before the panel times out during loading
Margins: Choose margin sizes in page
Page Size: Choose page size
Pivot in Dialogue: Allow pivot when in dialogue
Print Settings: Choose what is printed when a hard copy is required, including printing the border, component, or title
Selection: Choose what component items can be selected, including All Rows, No Rows, or Only Last Level
Show Border: Choose whether or not to display borders for the component
Show Footer: Choose whether or not to display the footer for the component
Show Grid Lines: Choose which, if any, grid lines are shown for the component, including Both, Horizontal, Vertical, or None
Show Headers: Choose whether or not to display the header for the component
Show Markers: Show where numbers are placed with markers
Show Pivot Table: Choose whether or not to display the pivot table for the component
Show Point Marks: Show where table points are marked
Show Title: Choose whether or not to display the title above the grid for the component
Show Tooltip: Choose whether or not to display a pop-up tooltip when hovering over an item in the chart
Style Name: Choose the text style from original theme settings
Summary Name: Choose the display wording for the summary, example: Total
Title: Choose the display wording for the chart title
Title Border Style Name: Choose the border text style from original theme settings
Title Style Name: Choose the title text style from original theme settings
Tooltip Format Name: Choose a name for tooltip formats
Tooltip Style Name: Choose the tooltip text style from original theme settings
Use Custom Colors: Choose whether or not to use custom them styles for this component
Use Custom Title: Choose custom title
Use Default Title Style: Choose default title style based on theme manager

Chart Appearance

Label Connector Distance: Measured in pixels
Label Style Name: Choose the label style from original theme settings
Max Number of Categories: Limit the number of categories that are displayed in the component
Min Length: Set a minimum length for the component
Show Chart Total: Choose whether or not to display the chart total
Show Labels: Choose whether or not to display labels for each chart graphing
Show Timeline: Show timeline in chart
X Axis:
- Axis Label Style Name: Choose the axis label style from original theme settings
- Axis Style Name: Choose the axis style from original theme settings
- Grid Line Style Name: Choose the grid line style from original theme settings
- Labels Rotation Angle: Choose what angle in degrees to display chart labels
- Max Number of Characters: Choose how many characters each label can have at maximum
- Minimal Tick Size: Choose the minimum increment/decrement for the chart valuation
- Number of Visible Data Points: Choose how many data points show in the chart, select 0 to show all
- Show Axis: Choose whether or not to display the X axis at all
- Show Grid Lines: Choose whether or not to display the X axis grid lines at all
- Show Labels: Choose whether or not to display the X axis labeling at all
- Show Major Ticks: Choose whether or not to display the X axis major number ticks
- Show Strip Lines: Choose whether or not to show faded strip lines along the X axis behind the chart
- Show Zero Line: Choose whether or not to show the X axis starting at 0
- Start from Zero Choose whether or not to the X axis starts at 0 Title: Choose a title for the X axis
- Title Style Name: Choose the title style from original theme settings
Y Axis:
- Auto Range: Choose whether or not the system should automatically figure out the min and max ranges on the Y axis
- Axis Label Style Name: Choose the axis label style from original theme settings
- Axis Style Name: Choose the axis style from original theme settings
- Grid Line Style Name: Choose the grid line style from original theme settings
- Is Inverse: Choose whether or not to invert the Y axis
- Labels Rotation Angle: Choose what angle in degrees to display chart labels
- Max Number of Characters: Choose how many characters each label can have at maximum
- Minimal Tick Size: Choose the minimum increment/decrement for the chart valuation
- Number of Visible Data Points: Choose how many data points show in the chart, select 0 to show all
- Show Axis: Choose whether or not to display the Y axis at all
- Show Grid Lines: Choose whether or not to display the Y axis grid lines at all
- Show Labels: Choose whether or not to display the Y axis labeling at all
- Show Major Ticks: Choose whether or not to display the Y axis major number ticks
- Show Strip Lines: Choose whether or not to show faded strip lines along the Y axis behind the chart
- Show Zero Line: Choose whether or not to show the Y axis starting at 0
- Start from Zero: Choose whether or not to the Y axis starts at 0
- The Step Used when Placing Ticks Along the Axis: Choose the number of labels per ticks along the Y axis
- Title: Choose a title for the Y axis
- Title Style Name: Choose the title style from original theme settings

Data

Auto Change Breakdown: Choose whether or not breakdown items change automatically
Auto Zoom: Choose whether or not automatic zoom is enabled
Custom Drill Downs: Allow custom drill downs
Date Time Format: Choose between Short and Long date and time formats
Display all records on the latest level: Choose how to display records based on the drill down level
Drill Down: Opens Drill downs collection editor, which allows the user to select the depth and chart dimension for drill downs
Enable Logging: Choose whether or not to allow additional logging in the application logs for the selected component.
Filter: Choose the type of ﬁlter for the selected component
Hide Data, until Dimension Values are Set: Choose whether or not data populates on screen before or after selecting dimension values
Hide Data, until the Group has the Active Filter: Choose whether or not data populates on screen before or after selecting the active ﬁlter
Ignore Cache: Select this to avoid using browser cached items for this component
Name of Empty Dimension: Select any name to display when a dimension is empty
Process Aging Ranges:
- MaxColor: Choose the color of the max in the range
- Ranges: Opens Ranges collection editor where user can add ranges, then select appropriate time duration, interval count and type
Ranges: Opens Ranges collection editor where user can add ranges, then select appropriate time duration, interval count and type for the entire chart
Series: Opens Series collection editor, where a metric series can be added, and modiﬁed in detail, including hiding or showing totals, selecting whether or not to include in an Excel export, etc.
- Metric Series:
  - Appearance: Choose color type, name, custom caption, format, header, and max number information.
  - Chart Series Only: Choose the series for the selected chart only
  - Data:
    - Absent Values Fill Type: Choose what to do with absent values, either draw a line, leave a fixed value, place in the last value, or place a zero
    - Cell Type: Choose between bullet, data, or spark
    - Cumulative: Choose a cumulative data
    - Current as Base: Choose the current data as a base
    - Delta from Current: Choose the delta from the current for the data
    - GeoLayerDetails: Applies when Geo Mapping is enabled
    - Is Mandatory: Choose whether or not data is mandatory
    - Moving Average: Choose a moving average for the data
    - Moving Average Period: Choose the Interval count, and type (year – second) Show as
    - Trendline: Display a trendline
    - Show History: Display the data history
    - Summary Type: Choose to display the summary from current month, current quarter, or current year to the present
    - Trendline Project: Apply a trendline project
    - Use Summary: Choose applying a summary for the data
Show All Dimension Values: Choose whether or not to display all of the dimension values based on the Translation Table, or if at all
Show All Time Intervals: Choose whether or not to show all time intervals, or internal times
Show Summary Mode: Choose how to display the totals for this component
Show Undeﬁned Breakdown: Choose whether or not to display the undeﬁned items breakdown in the component
Sorting: Opens Sorting collection editor where a user can add a sort parameter, then choose how to sort the series
Time Settings:
- Custom Time Settings: Choose whether or not to enable custom time settings
- Duration: Choose time duration, and interval count and type (year – second)
- Duration Type: Choose the range of the duration. For example, user can choose a date range, or ongoing
- Metric: Choose a metric to set the duration on
- Preload Duration:
- Round End Point Time Interval Type: Choose duration to round to on the end point
- Round Start Point Time Interval Type: Choose duration to round to on the start point
- Rounding End Point Time Interval Type: Choose whether to round the end point interval to the left or right
- Rounding Start Point Time Interval Type: Choose whether to round the start point interval to the left or right
- Use Calendar Year: Choose whether or not to use the current calendar year

Layout

Height: Choose number of pixels for component height
Left: Choose number of pixels component distances itself from left edge
Top: Choose number of pixels component distances itself from top edge
Width: Choose number of pixels for component width
- ZOrder: Set the ZOrder for 2 overlapping items to determine which one appears on top

Other

Filter Groups: Opens Aﬀected ﬁlter groups menu, where user can select which ﬁlters aﬀect this component
Name: Choose a name for the component
Refresh Interval (in seconds): Choose how many seconds before the component refreshes itself with data
- Visible: Choose whether or not this component is visible to the user

PropertyPanel.docx

Keywords: property, panel, properties, insight