This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Multi-chart canvas

This canvas is where Multi-charts are displayed together, along with a range of available widgets to enhance the chart content.

A Multi-Chart canvas can be used for display on:

  1. Reports
  2. Dashboards
  3. Storyboards

To add a Multi-Chart Canvas to a dashboard or storyboard, use the same steps you would with any normal single chart report.

Canvas components

The Multi-Chart Canvas can contain various widgets as well as charts created in the Charts step of the builder.

Charts

Any chart created during the Charts step of the report builder can be added to a Multi-Chart canvas.

To add a chart to the canvas:

  1. On the Output step, click the Multi-Charts Objects panel on the left.
  2. Select the chart from the list, and then drag it onto the canvas.

Image

Images can be added to the canvas to add context to the data shown.

To add an image to the canvas:

  1. On the Output step, click the Multi-Charts Objects panel on the left.

  2. Select the Image widget from the list, and then drag it onto the canvas.
  3. Click the Select Image icon on the widget to choose an image file.
  4. Choose an image file, or upload a new image.
    The selected image is displayed in the widget.

Text

Text can be added to the canvas to add context, heading, or notes related to the data shown in charts.

To add text to the canvas:

  1. On the Output step, click the Multi-Charts Objects panel on the left.
  2. Select the Text widget and drag it onto the canvas.
  3. Click the Edit Text icon on the widget to choose an image file.
  4. Type the text you wish to use in the widget and apply formatting as required.
  5. Click the Edit Text icon again to save the changes.
  6. You will now have the text displayed in the widget.

Rectangle

Rectangles can be added to the canvas for use around or behind other widgets. To add a rectangle to the canvas:

  1. On the Output step, click the Multi-Charts Objects panel on the left.
  2. Select the Rectangle widget and then drag it onto the canvas.
  3. Click the Border icon on the widget to define a color for the outline of the rectangle.
  4. Click the Fill icon on the widget to define a color for the middle of the rectangle.
  5. Adjust the size and position of the rectangle as needed.

Icon

Icons can be used to add context and draw attention to data displayed in charts. To add an icon to the canvas:

  1. On the Output step, click the Multi-Charts Objects panel on the left.
  2. Select the Icon widget and then drag it onto the canvas.
  3. Click the Select Icon option on the widget to define the icon used.
  4. Click the Select Icon Color option to define the color of the icon used.
  5. Adjust the size and position of the rectangle as needed.

    For more information, see Component Actions for more information.

    The selected icon is displayed in the widget.

Note

  Icons will not appear in exports or emailed versions of the multi-chart canvas.

Component actions

Resize

In order to resize a chart or widget added to the Multi-Chart Canvas, simply drag the bottom-right corner of the component to the desired size.

Reposition

In order to reposition a chart or widget added to the Multi-Chart Canvas, simply click and drag the component to the required area of the canvas.

Send to back

The order of items displayed on the canvas can be changed by sending some items to the back and others to the front. Click the Send to Back icon on an item you wish to be displayed underneath another.

Bring to front

The order of items displayed on the canvas can be changed by sending some items to the back and others to the front. Click the Bring to Front icon on an item you wish to be displayed on top of another.

Delete

Once added to the canvas, charts and widgets can be deleted if they are no longer required. Click on the Delete icon to remove an item from the canvas.

Canvas actions

Shrink to fit

Once all the required content has been added to, and positioned on the canvas you have the option to shrink the canvas size to fit the components. This removes any empty space around the edges of the canvas.

Activate

Once all the required content has been added to the canvas and any sizing and position adjustments have been made, the canvas should be activated.

Edit

In order to edit an active canvas, the edit button will need to be clicked.

Resize guides

When the canvas is being resized by the user guides are displayed to show the standard dashboard and storyboard boundaries. This gives the user an idea of the sizing in relation to where the canvas will be finally displayed.

Canvas Properties

(For BMC Remedy Smart Reporting version 9.1.03 and later.) When using the canvas, there are a range of options you can adjust to suit your needs. To access these options, click on the settings icon in the top right corner of the canvas. You will then see the Canvas Properties panel, which can be dragged around the screen to suit your needs.

Gridlines for visual guides

These settings allow you to define which visual guides will be displayed to aid in the design of your canvas.

OptionDescription
Show GridlinesThis option allows you to toggle the display of gridlines in the background of your canvas. These can be used as a guide when laying out your widgets.
Gridline SizeThis option allows you to define the size of the grid used by the gridlines setting (see above) in pixels.
Snap to GridThis option allows you to require all widgets to align to gridlines if enabled, ensuring the layout adheres to your grid.

Guidelines for special guides

These settings allow you to define where special guides are displayed to aid in the design of your canvas. These lines differ to gridlines as they are individual lines running vertically or horizontally across the canvas for a single specific location.

OptionDescription
HorizontalThis option allows you to add or remove horizontal guides on your canvas, as well as specifying the pixel location.
Vertical This option allows you to add or remove vertical guides on your canvas, as well as specifying the pixel location.
Show Rulers This option allows you to toggle the display of rulers across the top and left of your canvas, which can be used to place guidelines more accurately.

Canvas Size

These settings allow you to define the size of your canvas display in pixels. This can be especially useful when you require an exact size for a specific purpose, as the canvas does not scale.

OptionDescription
WidthThis allows you to specify the width of your canvas, in pixels.
Height This allows you to specify the height of your canvas, in pixels.
Lock Size This allows you to lock the size of your canvas, so that it cannot be resized by dragging during the design process.

Canvas Design

This setting allows you to define the background colour of your canvas.

OptionDescription
 Background ColourThis allows you to specify the colour of the background of your canvas. Especially useful when designing a canvas to be placed on a coloured background or image, such as on a storyboard slide.

Widgets

(For BMC Remedy Smart Reporting version 9.1.03 and later.) The report canvas can be made up of four types of widgets:

  1. Chart Widgets
  2. Text Widgets
  3. Image Widgets
  4. Shape Widgets

Each of these types of widget can be added to the canvas by opening their respective menu in the left side navigation panel.

Chart Widgets

When viewing a list of available charts, you will notice an icon in the top right corner of each chart in the menu itself. If a chart has already been added to the canvas, it will have the icon, but if it is still to be used, it will have the icon. Simply drag an available chart from the list on the canvas to use it. Once added, selecting a chart widget on the canvas will give you access to some basic options, outlined below.

OptionDescription
EditThis allows you to return to the Charts step of the report builder and adjust the selected chart. From here you can return to the canvas by proceeding to the Design step of the builder.
Delete This allows you to remove the selected chart from your canvas. This will not delete the chart from your report builder entirely.
Order

This allows you to change the order that widgets are displayed in the canvas, by moving the currently selected chart. The available options are:

  • Bring to Front
  • Bring Forwards
  • Send Backwards
  • Send to Back
MenuThis allows you to open the Widget Properties menu for the selected chart and adjust a range of options.

Widget Properties

Clicking on the icon will allow you to access more detailed settings for the selected chart widget.

OptionDescription
Height & Location
XSpecify the x coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Specify the y coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Width Specify the width of the currently selected widget, in pixels, in order to resize it exactly.
HeightSpecify the height of the currently selected widget, in pixels, in order to resize it exactly.

Text Widgets

When adding a text widget, you will be able to select and drag a widget onto the canvas from a range of sample presets. Once added, selecting a text widget on the canvas will give you access to some basic options, outlined below.

OptionDescription
DeleteThis allows you to remove the selected text widget from your canvas.
Order

This allows you to change the order that widgets are displayed in the canvas, by moving the currently selected text widget. The available options are:

    • Bring to Front
    • Bring Forwards
    • Send Backwards
    • Send to Back
FontThis allows you to select a different font to apply to the selected text widget.
ColourThis allows you to select a different colour to apply to the selected text widget.
SizeThis allows you to select a different font size to apply to the selected text widget.
MenuThis allows you to open the Widget Properties menu for the selected text and adjust a range of options.

Widget Properties

Clicking on the icon will allow you to access more detailed settings for the selected text widget.

OptionDescription
Text
FontThis allows you to select a different font to apply to the selected text widget.
SizeThis allows you to select a different font size to apply to the selected text widget.
ColourThis allows you to select a different colour to apply to the selected text widget.
Style

This allows you to apply a formatting style to the selected text widget, from the following options;

  • Bold
  • Italic
  • Underlined
Alignment

This allows you to align the contents of the selected text widget, using one of the following options:

  • Left
  • Center
  • Right
OpacityThis allows you to define how transparent (see through) the contents of the selected text widget is. The higher the number, the stronger the appearance.
IndentThis allows you to add or remove indentation within the contents of the selected text widget.
List StyleThis allows you to add numbered or bullet point lists to the content so of the selected text widget.
Spacing
LineLeading. This allows you to define the amount of spacing between each line of content in the selected text widget. The higher the number, the more space.
CharsTracking. This allows you to define the amount of spacing between each character in the selected text widget. The higher the number, the more space.
Height & Location
XSpecify the x coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Specify the y coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Width Specify the width of the currently selected widget, in pixels, in order to resize it exactly.
HeightSpecify the height of the currently selected widget, in pixels, in order to resize it exactly.
RotationSpecify the amount your wish to rotate your widget clockwise, in degrees.

Image Widgets

When adding an image widget, you will be able to select either from a list of existing images, or upload a new one. When selecting images, you will use the Image Manager lightbox, which allows you to search existing images, or upload new files. Once added, selecting a text widget on the canvas will give you access to some basic options, outlined below.

OptionDescription
ChangeThis allows you to select a different image file to use with the currently selected image widget.
DeleteThis allows you to remove the selected image widget from your canvas.
Order

This allows you to change the order that widgets are displayed in the canvas, by moving the currently selected image widget. The available options are:

    • Bring to Front
    • Bring Forwards
    • Send Backwards
    • Send to Back
MenuThis allows you to open the Widget Properties menu for the selected image and adjust a range of options.

Widget Properties

Clicking on the icon will allow you to access more detailed settings for the selected image widget.

OptionDescription
Image Options
OpacityThis allows you to define how transparent (see through) the image of the selected text widget is. The higher the number, the stronger the appearance.
Aspect RatioThis allows you to toggle whether the image should maintain the original aspect ratio. Maintaining aspect ratio means that the image is the same shape as the original image, just scaled up or down. Disabling this option will allow the image to be stretched out of shape either vertically or horizontally.
Height & Location
XSpecify the x coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Specify the y coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Width Specify the width of the currently selected widget, in pixels, in order to resize it exactly.
HeightSpecify the height of the currently selected widget, in pixels, in order to resize it exactly.
RotationSpecify the amount your wish to rotate your widget clockwise, in degrees.

Shape Widget

When adding a shape widget, you will be able to select and drag a widget onto the canvas from a range of sample shapes. Once added, selecting a shape widget on the canvas will give you access to some basic options, outlined below.

OptionDescription
DeleteThis allows you to remove the selected shape widget from your canvas.
Order

This allows you to change the order that widgets are displayed in the canvas, by moving the currently selected shape widget. The available options are:

    • Bring to Front
    • Bring Forwards
    • Send Backwards
    • Send to Back
Fill ColourThis allows you to select a different fill colour to apply to the middle of the currently selected shape widget.
Stroke ColourThis allows you to select a different stoke colour to apply to the outline of the currently selected shape widget.
Stroke WidthThis allows you to specify a thickness for the outline of the currently selected shape widget.
MenuThis allows you to open the Widget Properties menu for the selected shape widget and adjust a range of options.

Widget Properties

Clicking on the icon will allow you to access more detailed settings for the selected shape widget.

OptionDescription
Shape Options
Fill ColourThis allows you to select a different fill colour to apply to the middle of the currently selected shape widget.
Stroke ColourThis allows you to select a different stoke colour to apply to the outline of the currently selected shape widget.
Stroke WidthThis allows you to specify a thickness for the outline of the currently selected shape widget.
Fill OpacityThis allows you to define how transparent (see through) the fill colour of the selected shape widget is. The higher the number, the stronger the appearance.
Height & Location
XSpecify the x coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Specify the y coordinates of the top left corner of the currently selected widget, in order to position it exactly on your canvas.
Width Specify the width of the currently selected widget, in pixels, in order to resize it exactly.
HeightSpecify the height of the currently selected widget, in pixels, in order to resize it exactly.
RotationSpecify the amount your wish to rotate your widget clockwise, in degrees.
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