Version 8.7

Share Trend improvements

Share Trend widgets compare the performance of people, places, or things over time. This version has the following enhancements:

  • Multiple measures – In a chart, each measure has its own graph; the graphs are stacked and synchronized for easy analysis of variables over time. In a grid, multiple columns under each date show the measures. In addition, you can expand calculated measures in a grid.
  • Auto-expand data – View additional levels of detail over time in either a hierarchical tree or a flat view.
  • Percent of total (mix) – Add mix calculations alongside actual values to see share of the market over time. Various types of mix calculations are available.

Notification enhancements

  • Easier schedule selection – Select daily, weekly, or monthly, and then choose details. Notify will create the cron expression for you.
  • Processing time – Optionally, choose an earlier time at which to start processing the data so that it is ready for prompt delivery at the scheduled time.
  • Cancel button – You can cancel notifications if they have started processing but haven’t sent yet.
  • Testing notifications – You can send test notifications to any or all of the notification’s recipients.
  • View job schedules – The Admin Portal shows processing and delivery times for easier management of active notifications.

Image management

This version makes it easier to manage images in Salient Dashboards. Enhancements include:

  • Create folders for organizing images
  • Upload multiple images at once
  • Drag and drop from file explorer to Salient Dashboards
  • Sort images
  • Rename images and folders
  • View more details about images

Granular data in Crosstab analyses

You can view fully granular data in Crosstab widgets, which break down the data by two different categorical variables at once.

  • Auto-expand data – View additional levels of detail across another dimensional attribute in either a hierarchical tree or a flat view.
  • Key entity data – See list level data in a Crosstab (for example, individual customers across packages or brands).

New options for dynamic (test-based) filtering

  • Text-based criteria – Dynamic filters can include rules for names and descriptions to narrow down further on specific people, places, or things. Options include case-sensitivity, “begins with” or “contains”, etc.
  • Filter by dimension – You can test data at the category level (for example, sales representatives, regions, brands, etc.) and narrow down on results. Previously, dynamic filters were only available at the key level.

Totals at the top

A new setting lets you show totals, averages, and subtotals at the top of grids. This enhancement provides fast access to summary data.

Highlighting in test-based analyses

You can use highlighting in Exception analyses to easily identify when the numbers of passing or failing members meet expectations or change significantly.

Custom groups of key-level data

You can create custom groups of customers, products, and other key entities to analyze and compare them. For example, group any products together to compare them with other custom sets of products. This feature was previously only available at the dimension level.

Dashboard restoration for users

You can restore a previous version of an individual dashboard from within the Salient Dashboards application (requires the latest user data service).

Custom comparisons for incomplete timeframes

Weighted day tables can provide custom comparisons of incomplete timeframes versus a year ago. This feature adjusts the data for the previous date range based on a percentage of the current month or period that is expected to have occurred by a given date. Additional setup is required.

View dataset tables

You can view information about more types of custom tables (equivalents, currency, business day, and weighted day) within Salient Dashboards. Your solution may use these tables to customize the calendar and convert data for analysis purposes.

Version compatibility:

Required server version: 8.2 or higher

Compatible SIM version: 8.2 or higher

Learn more about Salient Dashboard versions:

Leave a Reply

Your email address will not be published. Required fields are marked *