Visual Designer
If you have the permissions to do so, the Visual Designer allows you
to build your own dials, ribbons, dashboards, and perspectives. These
instructions also apply for editing in place, the chief difference being
that you select a component by clicking it rather
than opening it from the Components menu.
For detailed information on using the Visual Designer, see the SSR Mumbleware User Guide.
Components Menu
The Components Menu, on the right side of the screen, is where you access
all the perspectives, dashboards, ribbons, and dials you have access to,
and where you start the process of building new ones.
To switch which components you can see in the Components Menu, click
the icons at the top:
From left to right, these buttons represent a perspective, a dashboard,
a ribbon,
and a dial.
Depending on your level
of access, you may also see a Calendars button on the right side, which
will give you access to Time Structures:
Click a component in the Components Menu to open it in the editing area,
or drag it into the open component to add it (for example, open a ribbon
and then drag dials onto it to add them).
Creating New Components
To create a new component:
- Click the Components Menu icon for the type of component you want
to create (e.g., to create a ribbon, click the ribbon icon).
- Click the folder where you want to create the component (e.g.,
your Personal folder). Note that you may only be able to create components
in your Personal folder.
- Click the Create New option.
- Define your component and click Create.
Now that your component has been created, it will be listed in the folder
where you created it. Click it to open it and edit its properties with
the Editors Menu. For more on creating components, see the SSR
Mumbleware User Guide.
Editors Menu
clicking a dial you have permission to edit will cause the Editors Menu
on the upper left side of the screen to update with links. Click an editor
name to open it and make associated changes to the currently-selected
component. The most commonly seen editors are listed below.
If you don't have permission to edit a component, try copying it to
your personal folder with the Actions Menu, described below.
- Display Name - Change the component's
display name, which is used to refer to the component in the Components
Menu and in the components title bar.
- Aspect Ratio - Set how wide you
want the dial to be in relation to its height. Note that some dials,
such as scorecards, will display more data in wider aspect ratios.
- Data Settings - Choose the accounts
(or metrics, if applicable) to show on the dial and what appearance
you want them to have.
- Table Settings - Change the look
and arrangement of the columns, rows, headings, labels, and cells
in your table. For more information about this editor, see the Mumbleware
User Guide.
- Chart Settings - Set the properties
of the dial, including font size and legend style.
- Data Filter - Filter the data
used for the dial.
- Dial Zone Bands (or Metric Zone Bands
if applicable)- Enable or disable zone bands for the
dial. Zone bands highlight data in different ranges with symbols and
colors, letting you see at a glance if an account
is dangerously low, if your department is under budget, and other
similar data-range information.
- Account Zones (or Metric
Zones, if applicable) - Set the data ranges for
the dial zone bands and the ranges for trend indicators.
- Time Settings - Adjust the dial's
time settings.
- Base Time Period - Choose to use whatever time period
is selected in the period
selector (the ruler-like selector visible when
you expand the Context
Pane), or override that time period and
use month, quarter, or year instead.
- Dial Time Period - Here,
you have three options:
- Use Consecutive Base Periods
- The dial will show information for n base periods,
where n changes based on the period.
- Use Base Period
- The dial will show information for the base period.
- Use Consecutive Breakdown
Periods - The dial will show information for n
breakdown periods, where n changes based on the period.
- Time Structure - Choose which
time structure to use for the dial.
- Period Data Range - Choose
whether the dial should display information for the total period,
or only the period to date.
- Analysis Settings - Choose the
settings for the analysis menu of the dial, such as whether zone alerts
(See Dial Zone Bands above) are visible in analysis views. Users with
analysis permissions will be able to access the views defined by this
editor.
- Scorecard Settings - This editor appears only for scorecard
dials, and gives you a great deal of control over the appearance and
behavior of their contents, including layout, text style, and more.
For more information about this editor, see the SSR
Mumbleware User Guide.
- Time Structure - This allows you to change how time periods
behave, including assigning breakdown periods and setting the number
of consecutive periods displayed. For more information about this
editor, see the SSR Mumbleware User Guide..
Actions Menu
The Actions menu, just below the Editors Menu on the left side of the
screen, includes slightly different actions depending on the component
being edited and your permissions within Mumbleware.
- Edit Metrics -
Organize, edit, or add metrics in the Data
Components Editor.
- Save
- Save the component you are currently
editing.
- Copy to personal folder - Duplicates
the component and places the copy in your personal folder.
- Copy to common folder - Duplicates
the component and makes it available to anyone with access to the
common folder..
- Share this component - Gives
specific people access to your component when they open the Visual
Designer.
- Publish
this component - Only perspectives can be published. Publishing
a perspective makes it available to other users in their list
of available perspectives.
- Delete this component - Removes
the component from its folder. If it is shared with anyone else, it
will no longer be available to them.
File Actions Bar
Use the File Actions bar to save or close the component you have been
working on, or to exit the Visual Designer.

- Save Layout - Saves the changes
you have made to a component.
- Close - Closes the component
you have been working on.
- Return to Dashboards - Returns you to the Mumbleware tab's main
view