Open the Wizard
You must use the wizard to configure or edit the configuration
of
Metrics Reader.
First Configuration
Before you begin: If you opened the widget in preview mode on a dashboard on which you only have Reader rights, pin it to a dashboard on which you either have Owner or
Contributor rights:
- On the widget's splash screen, click Pin to
Dashboard.
- Select a dashboard and a tab.
- Click Add.
Recommendation:
As configuring Metrics Reader can be a long process, pin the
widget by clicking
Pin to dashboard from its header, even if the current
dashboard allows you to configure it in preview mode. Otherwise, you will lose your
configuration when you refresh your dashboard.
To open the wizard, do either of the following:
- If no chart has ever been created, click
Configure on the splash screen.
- If you intend to configure Metrics Reader with a 3DDrive file, you can directly drag
this file on the splash screen.
Step
1 - Select Data Type opens. For more
information, see
below.
Edit the Configuration
You can edit the configuration of any Metrics Reader widget you have configured
yourself.
The configuration of Metrics Reader widgets that were created by using the
drag-to-compare feature cannot be edited. For more information, see Dragging to Compare.
Click
.
Note:
When editing a cloud-based or a
3DDrive-based
Metrics Reader,
the preview displayed on the wizard may not accurately reflect the content of
your
Metrics Reader
because a temporary call is made to the source file. This file may contain
updates that have not been mirrored in your
Metrics Reader
because of its configuration. The call is discarded when you close the wizard.
The wizard opens in step 3 - Select range. You cannot edit steps
1 - Select data type and 2 - Import
data.
For more information on step
3 - Select range, see
below.
1 - Select Data Type
You must select the type of the data you are about to import when you are in step
1 - Select data type of the wizard.
Before you begin: Open the wizard.
Click
Next on the data type that corresponds to
the data you are about to import:
- Quantitative Time-series to import
a set of numerical values collected over a regular interval of time.
- Quantitative Series to import a set
of non-numerical values that are associated with a numerical value.
- Qualitative Series to import a set
of non-numerical values.
Step
2 - Import data opens. For more information
about this step, see
below.
2 - Import Data
You must select a data source and import a data set into Metrics Reader when you are in step 2 -
Import data of the wizard.
Your data set must follow some formatting rules to be successfully
imported into
Metrics Reader.
For more information, see
About Data Set Formatting Rules.
You can only select one source and upload one data
set per
Metrics Reader.
Before you begin:
- Select a data type in step 1. For more information, see 1 - Select Data Type.
- Have a data set of yours that is either hosted on the cloud, copied into your clipboard, or stored on your 3DDrive.
-
Do either of the following:
- Select Cloud and enter the URL of a file hosted on the cloud.
If access is protected, enter your credentials.
Note:
Your 3DEXPERIENCE platform must have access to the
internet if the URL you entered points to a resource that is located
on the internet.
- Select Paste data and paste the data you have copied into your
clipboard.
Note:
The field is filled with an example to show
you the expected data format. Delete the example before pasting your
data.
- Select Dropped file and drag a file from your 3DDrive.
Notes:
This option is:
- Prefilled if you have opened the wizard by dragging a 3DDrive file.
- Not available if 3DDrive is unavailable or
disabled from your 3DEXPERIENCE platform environment.
If import fails, see
Troubleshooting for more
information on the error messages.
-
If a File type selection option has appeared, select
the format of the file you imported in step 1.
This option only appears when the type of your file could not be
automatically detected by the wizard.
-
Click
Next.
Step
3 - Select range opens. For more information
about this step, see below.
3 - Select Range
You must specify some information about the data you have imported.
The information you must specify depends on the type of data you selected
in step 1 - Select data type. There are three subsections below,
one for each data type option. Refer to the subsection that corresponds to the type you
have selected.
Select Range for Quantitative Time-Series
Before you begin:
- Click Next on Quantitative Time-Series in step
1 - Select data type. For more information,
see 1 - Select Data Type.
- Import a data set in step 2. For more information, see 2 - Import Data.
-
If you selected Cloud or Dropped
file in step 2 - Import data of
the wizard, select or clear the Reset data before
updating box as follows:
Option |
Description |
You select the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will both retrieve the new data, if any,
and delete the data that may have been deleted from
the cloud file. |
You clear the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will retrieve the new data, if any, but it
will not delete any data from its chart, even if
some data has been deleted from the cloud
file. |
Note:
The Reset data before updating box does not
appear if you selected Local file or
Paste data in step 2 - Import
data.
-
In the Column field, either:
- Enter
* to chart all columns from your data set
with Metrics Reader.
- Enter the data column number(s) of your data set that you want to chart with Metrics Reader. For example, if your
data set has one date column in column 1 and three data columns in
columns 2, 3, and 4 but you only want to chart the first two data
columns, enter
2,3 .
-
Click
Advanced to specify the following information:
-
From the Import timezone list, select
the timezone of the dates contained in your data set.
Note:
The preview always displays the dates in your local time
zone. As a result, if you are located in a time zone
that is different from the selected import time zone and
you update the preview, the preview will convert and
display all dates into your local time zone.
For example, if a date of your data set is
01/01/01 00:00:00 and you select
the import timezone to UTC while you
are configuring Metrics Reader from Paris,
France during a summer day, the preview will display
01/01/01 02h .
Once configured, the widget displays dates in the time
zone that is selected in the widget preferences. For
more information, see Editing Widget Preferences.
-
In the Date column field, enter the
column number that contains the dates on your data set.
-
From the Date Format list, select the
format of the dates contained in your data set.
-
From the
Show results as list, select a value to
specify how you want the data to be computed in the
Details tab of
Metrics Reader.
Note:
Show results as has no impact on the content of the chart. It is
only displayed as information on Metrics Reader's
Details tab. You can even choose to hide
this information when you are in step 4 -
Customize of the wizard.
-
Click
Next.
Step
4 - Customize opens. For more information
about this step, see
below.
Select Range for Quantitative Series
Before you begin:
- Click Next on Quantitative Series in step
1 - Select data type. For more information,
see 1 - Select Data Type.
- Import a data set in step 2. For more information, see 2 - Import Data.
-
If you selected Cloud or Dropped
file in step 2 - Import data of
the wizard, select the Reset data before updating
as follows:
Option |
Description |
You select the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will both retrieve the new data, if any,
and delete the data that may have been deleted from
the cloud file. |
You clear the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will retrieve the new data, if any, but it
will not delete any data from its chart, even if
some data has been deleted from the cloud
file. |
Note:
The Reset data before updating box does not
appear if you selected Local file or
Paste data in step 2 - Import
data.
-
From the
Column index list, select the column of
your data set that will constitute the index column of your
Metrics Reader
chart.
-
In the Column field, either:
- Enter
* to chart all columns from your data set
with Metrics Reader.
- Enter the column number(s) of your data set that you want to chart with Metrics Reader. For example, if your
data set has four columns in columns 1, 2, 3, and 4 but you only
want to chart the first two columns, enter
1,2 .
-
From the
Show results as list, select a value to
specify how you want the data to be computed in the
Details tab of
Metrics Reader.
Note:
Show results as has no impact on the content of the chart. It is
only displayed as information on Metrics Reader's
Details tab. You can even choose to hide
this information when you are in step 4 -
Customize of the wizard.
-
Click
Next.
Step
4 - Customize opens. For more information
about this step, see
below.
Select Range for Qualitative Series
Before you begin:
- Click Next on Qualitative Series in step
1 - Select data type. For more information,
see 1 - Select Data Type.
- Import a data set in step 2. For more information, see 2 - Import Data.
-
If you selected Cloud or Dropped
file in step 2 - Import data of
the wizard, select or clear the Reset data before
updating box as follows:
Option |
Description |
You select the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will both retrieve the new data, if any,
and delete the data that may have been deleted from
the cloud file. |
You clear the Reset data before
updating box. |
Whenever Metrics Reader crawls the cloud
file, it will retrieve the new data, if any, but it
will not delete any data from its chart, even if
some data has been deleted from the cloud
file. |
Note:
The Reset data before updating box does not
appear if you selected Local file or
Paste data in step 2 - Import
data.
-
From the
Column index list, select the column of
your data set that will be charted by
Metrics Reader.
Metrics Reader
can only chart one column of your data set.
-
Click
Next.
Step
4 - Customize opens. For more information
about this step, see
below.
4 - Customize
You can customize the look and feel of the chart when you are
step
4 - Customize of the wizard.
- Optional:
For each series, you can click
and do all of the following:
-
Click the
Colors square to change the color of the
series.
-
For Qualitative time-series, select
Smooth curve and
Linear regression to add statistical
curves to the series.
-
Depending on the Show results as value you
selected in step 3 - Select range of the
wizard, clear Total,
Average, Maximum,
or Minimum to hide the corresponding
information from the Details tab.
-
From the Credit section:
-
In the Name field, enter the name of the
owner of the data set you uploaded.
-
In the Source URL field, enter any URL. For
example, enter the source name's website URL, or the file URL if you
uploaded a cloud file.
Once the widget is configured, the name you entered is displayed
right under the chart. If you entered a URL, you can click the name to open
the URL in a new window. Note:
Your 3DEXPERIENCE platform must have access to the internet if
the URL you entered points to a resource that is located on the
internet.
-
Select the Chart Type of your choice.
-
Click
Finish.
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