Heatmap settings

You can customize a new or existing heatmap using the available setting options.

1. Open the Main Menu bar and click .

2. Click one of the following:

   • Settings: available only to the Administrator or the chart creator.

   • My Settings: available to users with access rights to review the chart.

Settings

Select one or more of the available report settings tabs:

• Format
• Heatmap
• Permissions

Format tab

Use this tab to apply numeric and week formatting to the heatmap.

Select one of the following:

• Apply to All Fields: To apply the selected formatting to all numeric and/or week fields in the graph/chart.

  

  • Type: Displays the type of fields that can be formatted:

    • Measures: Selections made in this row will be applied to numeric fields only.

      • Format: Select one of the following formatting option from the drop-down menu:
        • System Default: Displays the numeric fields using the default system preferences set by your Administrator.
        • Thousands: To format the numeric fields that have values in thousands.
        • Millions: To format the numeric fields that have values in millions.
      • Decimals: Select the number of digits to display after the decimal for numeric fields that have values in thousands and/or millions. For example, if you select Thousands and then type 3 in this field, the numeric fields that have values in thousands will display as XXX.XXX.
      • Abbreviation: Type the abbreviation for the numeric fields that have values in thousands and/or millions. For example, if you select Millions and then type M in this field, the numeric fields that have values in millions will display as XXXM.
    • Week: Selections made in this row will be applied to week fields only.
      • Format: Select one of the following week formats:
        • System Default: Displays the week using the default system preferences set by your Administrator.
        • Week of Jan 1 20XX
        • Week of Jan 1
        • 20XX W01

• Apply By Column: To apply the selected formatting to data fields that contain numeric and week fields.

• Column: Displays the data fields that can be formatted.
• For numeric fields:
  • Format: Select one of the following formatting option from the drop-down menu:
    • System Default: Displays the numeric fields using the default system preferences set by your Administrator.
    • Thousands: To format the numeric fields that have values in thousands.
    • Millions: To format the numeric fields that have values in millions.
  • Decimals: Select the number of digits to display after the decimal for numeric fields that have values in thousands and/or millions. For example, if you select Thousands and then type 3 in this field, the numeric fields that have values in thousands will display as XXX.XXX.
  • Abbreviation: Type the abbreviation for the numeric fields that have values in thousands and/or millions. For example, if you select Millions and then type M in this field, the numeric fields that have values in millions will display as XXXM.
• For week fields:
  • Format: Select one of the following week formats:
    • System Default: Displays the week using the default system preferences set by your Administrator.
    • Week of Jan 1 20XX
    • Week of Jan 1
    • 20XX W01

Heatmap tab

• Display Options:
  • Select Records: Available options are: All, Top and Bottom. By Default All is selected.
  • Color Settings: Adjust the values related to each color.

Permissions tab

• Standard Template: Select whether or not to use the standard template.

• Show in Upland WorkCenter: Select whether or not to display the report or graph/chart in Upland WorkCenter.
• Yes: The report is available in Upland WorkCenter.
• No: The report is not available in Upland Workcenter.
• Report/Chart Visibility: Select one of the following:
• Public: Allows your report or graph/chart to be viewed and edited by all users. By default, this option is selected.
• Private: Allows your report or graph/chart to be viewed and edited by you only.
• Share: Allows you to set your report or graph/chart to be viewed by a specific user(s) or role(s) and give permissions. The Shared With field displays:
1. Click the Select a value field and select the user(s) or user group(s) for whom you want to share your report or graph/chart with.

Note: The roles display as follows: User Group Label (User Group Name).

2. Click the arrow and select the permission for each user or role. The available options are:
• Can edit and view: The default
• Can view
3. Click Add.

Note: Click Save at anytime to view your changes.

My Settings

Caution: The options available to you on the My Settings dialog box overwrite those that were set on the Settings dialog box by the Report Owner.

General tab

Select how numbers should be displayed on your graph/chart:

1. Select one of the Currency Formatting options:
• Inherited: Selected by default
• With Decimals: 1,000.00
• Without Decimals: 1,000
• Thousands: 100,000.00 or 100,000
• Thousands with decimals: 100.00
• Millions: 1,000,000.00 or 1,000,000
• Millions with decimals: 1.00
2. Select one of the Volume Formatting options:
• Inherited: Selected by default
• With Decimals: 1,000.00
• Without Decimals: 1,000
• Thousands: 100,000.00 or 100,000
• Thousands with decimals: 100.00
• Millions: 1,000,000.00 or 1,000,000
• Millions with decimals: 1.00
3. Click Save settings to save your changes.