Who is this article for?

Users responsible for creating visualisatons

Reporter, Performance Manager Performance Modeller or Model Administrator permissions.

Performance Modellers and Model Administrators can edit questionnaire templates pages, if they are member of the Question Type permission group.

This article shows you how to add and populate record links in a questionnaire.

1. Creating a Trends Visualisation

Login and navigate to a portal and page where the visualisation should be created. However, the visualisation can be created in any portal or page and added to the required portal page once designed.

Open the page in Ideagen Healthcare Guardian DESIGNER

In the designer tool (usually located as a floating panel on the left of Ideagen Healthcare Guardian DESIGNER)

Select the Cell the trends report needs to be located within 

Select New Visualisation > Trends

Close the New Visualisation dialog window

Choose Add Data (or Open Data)

2. Define the Power Query

Using a range of Objects, Measures, Criteria, or Live Connections, define to the content of the trends visualisation.  In the example below, we are showing the following Object Measures

• Object: !nPhase Sample Objective Measure: !nPhase Sample Measure 1
• Object: !nPhase Sample Objective Measure: !nPhase Sample Measure 2
• Object: !nPhase Sample Objective Measure: !nPhase Sample Measure 3

Please be advised that the power query cannot be used to combine a Live Connect and Object Measure query.

3. Define the Series

This dialog window is spilt into two parts | Top = Measures or Bottom = Tasks. | Please edit the appropriate part of the dialog window based on the content of your Power Query

Define the Series

• Actual
• Target
• [all data series and defined benchmarks within the Model]
• Comment Text for period
• Comments - Icon for period
• Gantt
• Property
• Count
• Open Page

Update the Label

This is free-text description field that should inform the audience what data is being shown period

Set the Value

• Value
• [Series Name] %Var
• [Series name] Abs Var
• Performance (only possible when Target is set in the series)
• Abs Target (only possible when Target is set in the series)

Set the Display

• Value
• Alert (only possible when a comparison of two data series is required)
• Value & Calc
• Value (&Calc, input)
• Score
• Direction of Change
• Report Rank
• Report Quantile
• View Rank
• View Quantile
• Dial (only possible when a comparison of two data series is required)
• Subject (only possible when a comment text or comment icon is set in the series)
• Text (only possible when a comment text or comment icon is set in the series)
• Attachment (only possible when a comment text or comment icon is set in the series)
• Subject & Text (only possible when a comment text or comment icon is set in the series)
• Subject & Attachments (only possible when a comment text or comment icon is set in the series)
• Subject, Text & Attachments (only possible when a comment text or comment icon is set in the series)
• Text & Attachments) (only possible when a comment text or comment icon is set in the series)
• 

Choose whether period or YTD data should be returned

• Period
• Year To Date
• Relative Period
• Relative YTD
• FY End Period
• FY End YTD

4. Define the Date Range

Select an appropriate Date Format 

Choose the Reporting Dates

This allows users to present aggregated data over a period of time (if necessary). However, the default is 'Base Values' meaning that the data will not be aggregated over a defined time period but will report based on the data's reporting frequency.

Define the Date Range

• All
• All to Date
• This Year (The current financial year)
• This Year to date (The current financial year)
• Current period (Based on measure frequency)
• Last completed period (Based on measure frequency)
• This month
• This week
• Custom Range
• Range from a view (i.e. 6 months before view date and 5 months after view date - rolling)
• Report Objects' Date Range (based on the object start date and Model End Date (or Object End Date
• Ad-hoc (specific ad-hoc dates as required)

Click Apply

The Power Query criteria options are significantly vast and therefore you should understand your Ideagen Healthcare Guardian configuration and build in detail.