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Kofax

Kofax Insight - Property Panel Quick Reference Guide

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

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