Variable settings and display groups

Updated 1 month ago by Leigh Hutchens

On the variables settings page, you're able to control which variables are shown on the Dashboard, in Schedule Statistics, and in the Forecast Overview. On this page you can also create your variable display groups.

Display Groups are a way of grouping input data, standard variables, and calculated variables into a single group so that they display together on graphs and tables inside the Forecast Overview.

To get started, navigate to Account Settings > Variables Settings.

Display groups

The first thing you may notice is that you have ungrouped variables. This occurs when you have created new input data, standard variables, or calculated variables and haven't yet assigned them to a group.

You don't need to assign variables to a group; however, ungrouped variables won't display on the Forecast Overview until they have been added to a display group.

You'll also note that by default Quinyx has grouped standard variables related to Costs and Hours into their own display groups by default.

Managing display groups

You can create a new display group by clicking on Manage Display Groups in the far right corner.

This will bring up a window showing all current display groups. Click on the + to create a new group:

Enter your new display group name and click Save:

Your new group has been created and will now display in the list of manageable display groups. You can now edit the name by clicking the pencil, or you can delete the display group by clicking the trash can:

Clicking on the pencil icon will allow you to edit the variables you want to show inside the display group. Remember that the variables you select here will show together on graphs and tables. In this example, we've selected to add an Input Data (Sales Input Data), calculated variable (Salary %), and a standard variable (Scheduled hours incl. absence):

If you're adding cost related variables to a display group, users must have the access right enabled for viewing or editing costs in order to see this variable. If they do not have this access right enabled, the variable will be hidden from within the display group.

Once you click save, your display group is now visible within the Variables Settings page.

Variable visibility

Beside each variable, you'll see an icon indicating whether or not it's visible in Schedule Statistics, Dashboard, or Forecast Overview:

Clicking on the variable name will open the display settings for this variable:

Here you can add the variable to additional groups under the Display Groups heading and choose where the variable should be visible: Schedule statistics, Dashboard and/or Forecast Overview.

On the Forecast Overview, we can now see that the two default display groups (Hours and Costs) and the newly created display group are all selectable. The variables we have added to the custom display group are shown both in the graph and the table for comparison.

Input data and calculated variables must be added to a display group in order to show in the Forecast Overview.


How Did We Do?