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Current Calendar in in 2.9

Scott O'Reilly, November 22, 2015

In previous versions of the software, you had to choose a calendar like Monthly or Yearly when building a chart in the Reports section.

The default chart calendar is now a new option called “Current Calendar.” You can still choose to use a specific calendar like Monthly or Yearly, but only if you want.

When a chart is created with “Current Calendar” selected for the calendar, the chart then shows data for the calendar shown in the calendar period selector in the header.

In this example the calendar period selector has been changed to yearly and the example chart is showing yearly data instead of monthly.

This new current calendar option goes even further. When you embed charts from the Reports section into dashboards, the new default calendar is also now a new option called “Current Calendar.”

This means that the chart will show data for the same calendar as in the main calendar period selector. Again, you can continue to override the new default and force the chart to be for a particular calendar.

Dashboard Drilldown Links in 2.9

Scott O'Reilly, November 19, 2015

When you embed a report in a dashboard, the names of the scorecard nodes are now clickable. This takes you to the scorecard overview screen for more information.

There is also a new drilldown target option on dashboards called “none”. This lets you choose to show an object on the dashboard but make it not clickable.

Dashboard Drilldown Links in 2.9

Scott O'Reilly, November 15, 2015

When you add notes to a dashboard, you choose how large to make the notes box. In previous versions of the software, if there was too much content to fit inside the box, it would overflow outside of the box on the bottom.

If there was content underneath the notes box, however, this was a problem. As you can see here, it would overlap with existing content.

In version 2.9, notes stay within their box. If there is too much content to fit, the software adds scrollbars.

If you would prefer to see very tall notes rather than scrollbars, you can just make your notes boxes very tall to give your notes room to grow.

New Dashboard Object Display Options in 2.9

Scott O'Reilly, November 12, 2015

You can change many more display options for dashboard objects in version 2.9. For example, this is what a note looks like when you add it to a dashboard. In previous versions of the software you couldn’t turn off any of the display options like Title, Controls, Author, Replies, Scorecard Node, Period, Created, or Last Updated.

This is what it looks like with everything turned off except for the Calendar Period.

Reports also have a “Showing” menu now. This is the default appearance, which was the only option before.

You can now turn off the Title, Column Headers, and Number of Results.

Dashboard bubbles had a “Showing” menu before, but in the latest version of the software there are new options. You can now choose to see a scorecard node’s Score and Weight.

Finally, reports now have the “Showing” menu too. This is what charts always looked like in previous versions of the software.

You can now turn off Series Color, Scorecard Node, Organization Node, and Series. In this example the Organization Node and Series aren’t needed, so they’re turned off.

Faster Calendar Period Switching in 2.9

Scott O'Reilly, November 9, 2015

There are now forward and backward arrows for calendar periods in the header. Using these is much faster than having to open the entire calendar selector.