Presentation Dashboards For Kx How To Guide
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Dashboards for Kx “How to” Guide Setup Dashboards v4.0.1 – “How to” Guide Kx.com Getting Started Login to Start User: Administrator Password: password Dashboards for Kx – “How to” Guide 3 Layout Components Workspace Component Properties Dashboard Properties on Load Dashboards for Kx – “How to” Guide 4 What’s in a Component Property? The Property Panel is used to configure component settings In this document, screenshots of relevant sections of the component will be used to illustrate where configurations are required Further information on configuring components can be found at http://code.kx.com Dashboards for Kx – “How to” Guide 5 Define the Basics Name Your Dashboard Set check mark in Fill Height This will auto-fit your dashboard to different browser sizes Dashboards for Kx – “How to” Guide 6 Slide Panel Control Slider Controls Dashboards for Kx – “How to” Guide 7 Create a Connection – Access to HTMLEvalPack required - contact Kx Click Connections to set up database access Dashboards for Kx – “How to” Guide 8 Dashboard Connection Settings Connection 1 Name: html5eval_x Type: kdb Host: webdev Port: 20070* User: Administrator Password: password *Sample Connection 2 Name: html5eval_y Type: kdb Host: webdev Port: 20071* User: Administrator Password: password Connection Group Group Name: html5eval_grp Type: Mastered html5eval_x html5eval_y Port Numbers – ensure there is no clash with existing port connections This step is optional. The Dashboard Eval Pack used for this tutorial uses the Connection Group: htmlevalcongroup Dashboards for Kx – “How to” Guide 9 FYI: When you want to create a New Dashboard To create a dashboard, click the New dashboard icon Name your dashboard Dashboards for Kx – “How to” Guide 10 Save a Dashboard Save work regularly so as not to lose changes Dashboards for Kx – “How to” Guide 11 Duplicate a Dashboard Duplicating a dashboard will create an exact copy Duplicated dashboard name will have “(1)” appended at the end Dashboards for Kx – “How to” Guide 12 Open / Delete Dashboards Manage Dashboards Left-click Dashboards for Kx – “How to” Guide 13 Export Dashboards Export Dashboard Left-click Dashboards for Kx – “How to” Guide 14 Import Dashboards Import Dashboard Dashboards for Kx – “How to” Guide 15 Add a Data Grid Component Dashboards for Kx – “How to” Guide Kx.com Drag a Component into the Workspace; e.g. Data Grid Left-click-and-drag a component into the workspace Dashboards for Kx – “How to” Guide 17 Configure Properties of a Data Grid Left-click inside box Selected component will have a light blue border Dashboards for Kx – “How to” Guide Define a Data Source; left-click inside the input box to edit 18 Create New Data Source: GroupName Click on New to create a Data Source Give Data Source a name; default is “New Node” Name: GroupName Dashboards for Kx – “How to” Guide 19 What’s in a Data Editor? Connections Set Up Database Name Database type Check to enable Pivot and Update Queries Text-based q Editor Or select predefined Analytic Set Data Source update frequency Successful data query will populate results in this panel Dashboards for Kx – “How to” Guide 20 Sample Data Example: GroupName Cut-and-paste* into Editor the following: tab:flip `Date`Kieran`George`Ivan`Conor`Tomas`Scott`Hugh`Niall!(2015.01.04 2015.01.05 2015.01.06 2015.01.07 2015.01.08;12.05 5.1154 8.554 7.1254 3.14478;2.145 5.144 11.587 0 1.0114;3.114 5.1145 0.1447 2.0445 1.255;8.1545 0 2.15465 5.1456 9.1544;11.5465 0 5.54456 3.224 11.574;0 1.254654 3.55 2.414 5.14;0 1 1 1 0;2.55 14.5 11.021 0 0) Because this is a self-contained query, the database connection doesn’t matter. If you are pulling data from a database, ensure the database connection is correct. * When doing a cut-and-paste of queries into the editor watch for line-breaks on new rows which may break the query; delete to remove. Hand-typing a query will prevent this. Dashboards for Kx – “How to” Guide 21 Execute a Data Source Important to populate data using the correct order: 1. Execute 2. Apply 3. Select Item Dashboards for Kx – “How to” Guide 22 Executed Data Populates The Data Grid Click Preview to test your Dashboard Dashboards for Kx – “How to” Guide 23 Try This: Sourcing Data from a kdb+ database • Name: DataGridData • Connect to html5eval_grp (or html5evalcongroup) • Max Rows: 1,000 select Type, Month, Group, Return, PerReturn, OpenDate, CloseDate from TradeData If doing a cut-and-paste of queries into the editor watch for line-breaks which can break the query; delete these line-breaks will restore functionality. Hand-typing a query will prevent this. • Execute -> Apply -> Select DataGridData Data Grid Dashboards for Kx – “How to” Guide 24 Customize Data Grid Dashboards for Kx – “How to” Guide Kx.com Configure Search Options for GroupName: Default is Quick Search Toggle through Filter options Dashboards for Kx – “How to” Guide 26 Optimize Column Widths to Best Display Data Change Width (relative) to best display data How does Width (relative) work? Width (relative) applies a scale across all data columns. If Width (relative) is set to “1”; i.e. same value, then each column will have the same width. However, if one column is set to “2”, then the relative width of the column will change, contingent on the total number of columns displayed. For example: Width (relative) for a five column data grid is “2”, “1”, “1”, “1”, “1”. Total Width (relative) = 2+1+1+1+1 = 6 Relative width for each column is therefore: Width (relative) / Sum of Width (relative) Relative width = (2/6), (1/6), (1/6), (1/6), (1/6) Relative width = 33%, 16%, 16%, 16%, 16% Note: Min Width (px) will also influence Width (relative). Set Min Width (px) to zero for all columns if only Width (relative) is to be used Dashboards for Kx – “How to” Guide 27 Define Column Data Types Column 1 Date = Format: Date and Date Format: DD/MM/YYYY and Width (relative): 15 Columns 2-9 = Format: Formatted Number and Precision: 2 and Width (relative): 10 Dashboards for Kx – “How to” Guide 28 Set Min / Max value for a numeric column Left-click color bar Click-select base color in color bar Click-select colour tone inside palette …Or enter a Hex color Set Min/Max Value color for each column Dashboards for Kx – “How to” Guide 29 Apply CSS to Data Grid Header Step: 1 Step: 2 Left-click Step: 3 Left-click Left-click Step: 4 Add CSS: e.g. “color:red;” Step: 5 Step 6: RESULT: Dashboards for Kx – “How to” Guide Left-click 30 Use Template to Apply Format to Column Step: 1 Step: 2 Left-click Step: 3 Set font color for Date column. Remember to enclose variable name inside {{ }} as it appears in database Template formats will overwrite any highlight rules applied to the column Left-click Dashboards for Kx – “How to” Guide 31 Check out Data Grid Properties Dashboards for Kx – “How to” Guide 32 Data Grouping Example Groupings are done by Data Source columns. Groupings can include pre-determined calculations of dependent data Dashboards for Kx – “How to” Guide 33 Try This: In DataGridData • • • • • • • For: DataGridData Ensure each column has a valid Display Name; e.g. PerReturn = “% Return” Format Month and Return at Precision: 0 Format PerReturn as Percentage Apply a Range Color to Return Set a Negative Color to Return Create a Summary Grouping for Type and Group • Create a Summary Row for Grouping for Avg Return Dashboards for Kx – “How to” Guide 34 Adding Input Parameters Dashboards for Kx – “How to” Guide Kx.com Parameter Query • Create a new query: DataGrid2 • Connect to html5eval_grp (or html5evalcongroup) • Add the following query {[trade;mnth;asset] select Type, Month, Group, Return, PerReturn, OpenDate, CloseDate from TradeData where Type=trade, Month=mnth, Group=asset} • Use pre-set values for added query Parameters: • trade is Type symbol and Value = Long • mnth is Type int and Value = 12 • asset is Type symbol and Value = Forex • Execute -> Apply -> Select Dashboards for Kx – “How to” Guide 36 DataGrid2 : Data Editor View Added Parameters will appear below the data editor Dashboards for Kx – “How to” Guide 37 Map Query Parameters to Dashboard View State Parameters Rollover to view Icons Click the Eye icon+ to map the query parameter to a dashboard View State Parameter Dashboards for Kx – “How to” Guide 38 Set Dashboard View State Parameter Defaults View State Parameter Type Value Trade symbol Long mnth int 12 asset symbol Forex Click the Eye icon open the View State Parameter menu Ensure the correct Type is assigned to your data Set a Default Value which will carry to the Value (filled on load) Repeat for mnth and asset Dashboards for Kx – “How to” Guide 39 Assigned View States for DataGrid2 Dashboards for Kx – “How to” Guide 40 DataGrid2 Use Column Formats to improve the visual look of the Data Grid Dashboards for Kx – “How to” Guide 41 Add New Components: Data Form Dashboards for Kx – “How to” Guide 42 Configure: Data Form DataGrid 2 applied to Data Source of Data Form Data Form will use default values of View State Parameters to populate Data Form input boxes. Dashboards for Kx – “How to” Guide 43 Test Data Form Inputs Asset Mnth Trade Forex 12 Long Commodity 11 Short Equity 10 9 8 7 6 5 4 3 2 Dashboards for Kx – “How to” Guide 44 Use Dropdown component with a Data Source Step: 1 Click-and-drag in a Drop Down component Step: 2 Create a Data Source which parses the individual categories – in this case, Month Cut-and-paste into Dropdown Data Source Editor (html5evalcongroup) ([]Month: asc exec distinct Month from TradeData) Step: 3 Map the Selected Value of the dropdown to the View State Parameter of Mnth used by DataGrid2 Continued… Dashboards for Kx – “How to” Guide 45 Use Dropdown component with a Data Source Step: 4 Set the Data Source Mapping Alternative Value and Text can be separate columns if defined in Data Source Step: 5 Step: 1 Set Selected Value to View State Parameter to DataGrid2 Mnth Preview Step: 2 Uncheck Use Data Source Step: 3 Define Items: Values and Text Change label size, dropdown width and description Use Selected Row Viewstate Routing to assign selected value to other view state parameters Dashboards for Kx – “How to” Guide 46 Use Text Input component with a View State Parameter Step: 1 Click-and-drag in a Text Input component Step: 2 Map the Selected Value to the View State Parameter, Mnth used by DataGrid2 Left-click Step: 3 Preview User has freedom to input any value; out of range values will return a blank Data Grid Dashboards for Kx – “How to” Guide 47 Try This for DataGrid2 • Using DataGrid2 configure a Dataform to use a dropdown for each View State of mnth, asset and trade Data Form DataGrid2 Data Grid Dashboards for Kx – “How to” Guide 48 Row Selection Dashboards for Kx – “How to” Guide Kx.com Row Selection: Data Grid populating View State Parameters Step: 1 Open GroupName Data Grid Step: 2 Create View State Parameters for each user Use Type: Float Continued… Dashboards for Kx – “How to” Guide 50 Row Selection: Data Grid populating View State Parameters, presented in a Text component Step: 3 Enable Row Selection in GroupName Data Grid Step: 4 Add a Text component and Link to a named Viewstate Step: 5 Preview: Select Row Click-on-row In Selected Row Viewstate Routing map Data Source Column to named Viewstate Dashboards for Kx – “How to” Guide Text Component 51 Try This for GroupName • Create a view state routing for each named individual • Associate each view state with a text output, so user can view values for each user when a row is selected. GroupName Data Grid Dashboards for Kx – “How to” Guide Name 1 Name 2 Name 3 Name 4 Text Component Text Component Text Component Text Component 52 Date Picker Dashboards for Kx – “How to” Guide Kx.com Date Picker: New Queries SourceDate and DateRange Support for date picker requires a little modification to the query to support a date range. Create two new data sources: • Create Data Source: SourceDate • Connection: html5eval_grp (or html5evalcongroup) ([]start: asc exec distinct OpenDate from TradeData) • Create Data Source: DateRange • Connection: html5eval_grp (or html5evalcongroup) {[start;end] select Type, Month, Group, Return, PerReturn, OpenDate, CloseDate from TradeData where OpenDate within (start;end)} • Map query parameters, start and end to dashboard view states: start and end Dashboards for Kx – “How to” Guide 54 Queries SourceDate and DateRange Viewstate for start and end should be of Type: Date Dashboards for Kx – “How to” Guide 55 Add a Data Grid and Two Date Pickers Step: 1 Step: 3 Connect Data Source and Dashboard Viewstate parameter for each picker Add Two Date Pickers to the Dashboard Step: 2 Add Data Grid: DateRange Dashboards for Kx – “How to” Guide Step: 4 In Preview mode, change Start and End Dates (Feb-Dec 2015) 56 Pivot Grid & Breadcrumbs Dashboards for Kx – “How to” Guide Kx.com Pivot Grid: New Query PivotData Pivot Grids create data groupings (independent variables) with summary statistics from dependent variables; e.g. sum, average, count, min and max values. Navigation is controlled using the Breadcrumbs component. • Create Data Source: PivotData • Connection: html5eval_grp (or html5evalcongroup) select Type, Month, Group, Return, PerReturn, OpenDate, CloseDate from TradeData • Check Pivot Query Breakdown Cols: Type, Month, Group Aggregates (avg): Return, PerReturn Dashboards for Kx – “How to” Guide 58 Complete Date Editor: PivotData Left-clickdrag to increase viewable area Dashboards for Kx – “How to” Guide 59 Linking Pivot Grid to Breadcrumbs Step: 1 Drag a Pivot Grid and Breadcrumbs component into dashboard Step: 3 Step: 4 Step: 2 Create a Viewstate called selected of type symbol. Map to Focus property of Pivot Grid. Link selected property to Path of Breadcrumbs Configure Pivot Grid as PivotData Continued… Dashboards for Kx – “How to” Guide 60 Preview Pivot Grid and Breadcrumbs Interaction Left-click Dashboards for Kx – “How to” Guide 61 Return to Home Left-click Dashboards for Kx – “How to” Guide 62 Try This • Create a Pivot Query, “DemoDrill”, from (connect to html5evalcongroup): {`sym`src`hour`minute xcols 0!select quoteCount:count i,quoteSpread:10000*avg (ask-bid),quoteSize:avg (bsize+asize)%2 by hour:`$string time.hh,minute:`$string 10 xbar time.minute, sym,src from dfxQuote where sym in exec distinct sym from dfxTrade}[] Breadcrumbs DemoDrill Pivot Grid Hint: Query from DemoDrillDown dashboard Dashboards for Kx – “How to” Guide 63 Bar Chart Dashboards for Kx – “How to” Guide Kx.com Visualising PivotData Add Visuals to Data. • Use Data Source: PivotData • Connection: html5eval_grp (or html5evalcongroup) select Type, Month, Group, Return, PerReturn, OpenDate, CloseDate from TradeData • Breakdown Cols: Type, Month, Group • Aggregates: Return, PerReturn • Keep Breadcrumbs component; required for data navigation in Chart Dashboards for Kx – “How to” Guide 65 Visualising PivotData Step: 1 Drag Bar Chart inside dashboard Step: 3 Step: 4 Step: 2 Add Breadcrumbs component (if not already). Create a linking viewstate called selected (Type: Symbol); share with Bar Chart Test Interactions in Preview Configure Bar Chart as PivotData Left-click Dashboards for Kx – “How to” Guide 66 Mapping Bar Chart variables to Dashboard Viewstates Step: 1 Click Step: 2 Step: 3 Link Chart Data Source variables to Dashboard Viewstates Viewstate Type Month Int Type Symbol Group Symbol Return Float PerReturn Float Display Viewstate values in a Text component; add 5 components. Configure a Text component for viewstates: Month, Type, Group, Return and PerReturn (% Return) Dashboards for Kx – “How to” Guide 67 Interacting with Bar Chart; values assigned to Viewstates Left-click Preview to test interactions and populate Text component Left-click Use Text component Titles in Format menu to add text header label Dashboards for Kx – “How to” Guide 68 Change Bar Chart colors Step: 1 Bar chart colors are displayed in order from top to bottom Step: 2 Left click to bring up palette menu Step: 3 Color Assigned Left-click Left-click Or enter Hex color reference Alternative Assign a color to a Viewstate; use Hex color Hex color: #4fa652 Left-click Dashboards for Kx – “How to” Guide 69 Component Linking Dashboards for Kx – “How to” Guide Kx.com Link Components to Share Interactions* Add Components: Go To ‘Focus’ property Create Parameter ‘Link’ *Components must share same Data Source; e.g. PivotData Dashboards for Kx – “How to” Guide 71 Test Interactions Go to ‘Preview’ mode and test Dashboard All linked Components will update when one is changed Dashboards for Kx – “How to” Guide 72 Try This • Link a Pivot Grid, Bar Chart, Breadcrumbs and Treemap for “DemoDrill”: {`sym`src`hour`minute xcols 0!select quoteCount:count i,quoteSpread:10000*avg (ask-bid),quoteSize:avg (bsize+asize)%2 by hour:`$string time.hh,minute:`$string 10 xbar time.minute, sym,src from dfxQuote where sym in exec distinct sym from dfxTrade}[] Breadcrumbs DemoDrill Bar Chart DemoDrill Pivot Grid DemoDrill Treemap Hint: Refer to code.kx.docs for information on configuring the Treemap component Dashboards for Kx – “How to” Guide 73 Highlight Rules Dashboards for Kx – “How to” Guide Kx.com Highlighting Change in Your Data Highlight rules help direct users to changes and updates in their data. It’s best used with streaming and polling data • Use Data Source: LatestPrices • Connection: html5eval_grp (or html5evalcongroup) {[symval] `src xasc select last bsize, last bid, last ask, last asize by src from dfxRandomQuote where sym=symval} • Map symval to viewstate, symChoice. Set Default symChoice to EUR/USD • Set Subscription to Polling, 1 second. Part of Query Editor. Ensure data is polling, managed or streamed for highlights rule to update Dashboards for Kx – “How to” Guide 75 Highlighting Change in Your Data: Bid Step: 1 Drag Data Grid inside dashboard Step: 3 Create a Highlight Rule for Bid: Value greater than previous value Left-click Step: 2 Configure query LatestPrices for EUR/USD Continued… Dashboards for Kx – “How to” Guide 76 Highlighting Change in Your Data: Ask Step: 4 Create a Highlight Rule for Bid: Value less than previous value Step: 5 Repeat Rules for Ask Left-click Alternative Background Color: changes cell color Border Color: changes cell border color Icon: Select from Icon menu, icon will appear when highlight rule is true Icon Color: Select color of icon to appear when rule is true Dashboards for Kx – “How to” Guide 77 Preview to see Highlight rules in action Dashboards for Kx – “How to” Guide 78 Try This • Using LatestPrices query, add a Dropdown component to feed symbols: EUR/USD, GBP/USD, USD/CAD, USD/CHF and USD/CHF into symChoice • Apply Red and Green Range color to columns A(sk)size and B(id)size respectively • Apply Red and Green Max color to Ask and Bid columns • Add Bar and Horizontal chart; use chart highlight rules to mark change Dropdown LatestPrices Bar Chart LatestPrices Data Grid LatestPrices Horizontal Chart Hint: Query from DemoMarketMakers dashboard. See code.kx.docs for more information on configuring Horizontal charts Dashboards for Kx – “How to” Guide 79 Multi-Chart Dashboards for Kx – “How to” Guide Kx.com Multiple Chart overlays Dashboard’s Multi-chart allows for different chart types including bar, bubble, candlesticks and lines to be overlaid on a single chart. Includes dual axis support. • Use Data Source: TradingPerformance • Connection: html5eval_grp (or html5evalcongroup) `Date xasc select Date, Open, Day0_Close, Day0_Ret, Day0_Cumu, Day0_StepFcast from ChartDNA Dashboards for Kx – “How to” Guide 81 Configure Multi-Chart Step: 1 Drag Multi Chart inside dashboard Step: 3 Add a Line Chart Left-click Step: 2 Configure query TradingPerformance Add prices for S&P Index. Update color to #458568 and add Legend name Continued… Dashboards for Kx – “How to” Guide 82 Configure Multi-Chart Step: 4 Add a second Line chart for Trade Return Step: 5 Fix x-axis formatting Step: 6 Fix y-axis formatting: left Chart Trade Return on the right axis Single adjustment of left decimal places Continued… Dashboards for Kx – “How to” Guide 83 Configure Multi-Chart Step: 7 Fix y-axis formatting: right Dashboards for Kx – “How to” Guide Step: 8 Format Chart 84 Try This • Add an Overlay data source (connection: html5evalcongroup) `Date xasc select Date, Day4_Cumu from ChartDNA • Change the chart type for Day0_Cumu to show fill while not obscuring S&P prices • Apply a date range filter to Multi-chart Dashboards for Kx – “How to” Guide 85 Zoom and Pan Dashboards for Kx – “How to” Guide Kx.com Zoom and Pan Zoom and Pan provides built-in navigation focus. The zoom-and-pan range can be paired with dashboard viewstates and used as filters in other dashboard queries. • Create Data Source: ZoomandPan • Connection: html5eval_grp (or html5evalcongroup) `Date xasc select Date, Open from ChartDNA Dashboards for Kx – “How to” Guide 87 Configure Zoom and Pan Step: 1 Drag Multi Chart inside dashboard Step: 3 Add a Line Chart Left-click Step: 2 Dashboards for Kx – “How to” Guide Configure query ZoomandPan 88 Configure Zoom and Pan Step: 4 Switch on Zoom / Pan Left-click-drag Create Viewstate parameters for Min Zoom and Max Zoom Text component displaying viewstates, start and end Dashboards for Kx – “How to” Guide 89 Range Slider Dashboards for Kx – “How to” Guide Kx.com Breadcrumbs for Charts: Range Slider Similar to Pan-and-Zoom, Range Slider is a separate component which is paired with a chart and can be used to control the amount of data to display. It’s paired with a chart similar to how Breadcrumbs works. • Use Data Source: ZoomandPan • Connection: html5eval_grp (or html5evalcongroup) `Date xasc select Date, Open from ChartDNA Dashboards for Kx – “How to” Guide 91 Breadcrumbs for Charts: Range Slider Step: 1 Drag Range Slider inside dashboard Step: 2 Add a Multi-Chart to the dashboard Step: 3 Dashboards for Kx – “How to” Guide Step: 4 Likewise, configure the Range Slider to use ZoomandPan data source. Step: 5 Set X-Axis for Date for Range Slider Configure the Multi-Chart to use ZoomandPan data source; create a line chart for Open price 92 How It Looks So Far Multi-Chart Range Slider Dashboards for Kx – “How to” Guide 93 Link Range Slider to Multi-Chart Step: 6 Dashboards for Kx – “How to” Guide Format Y-Axis Step: 7 Create viewstate, “chartlink” of type Symbol Step: 8 Link Range Slider to Multi-Chart using Range property 94 Try This • Set Viewstate for Selected Min and Selected Max property • Add a Data Grid. Configure it to display the values of the Range Slider • Add a second Multi-chart; have it use the data source (TradePerform): `Date xasc select Date, Day4_Cumu, Day3_Cumu, Day2_Cumu, Day1_Cumu, Day0_Cumu from ChartDNA • Configure the second Multi-chart to display Day4_Cumu, Day3_Cumu, Day2_Cumu, Day1_Cumu, Day0_Cumu (“Trade Performance for days 0 to 4”). Connect it to the Range Slider TradePerform Multi-Chart ZoomandPan Data Grid Dashboards for Kx – “How to” Guide ZoomandPan Multi-Chart ZoomandPan Range Slider 95 Try This • Create a set of Highlight Rules to Show Changes in VWAP Dashboards for Kx – “How to” Guide 96 Navigation Dashboards for Kx – “How to” Guide Kx.com Navigation: Jumping between dashboards The Navigation component allows users to navigated between different dashboards, and different screens in the same dashboard. Viewstates can be shared across dashboards so information from one can be passed into another. Dashboards for Kx – “How to” Guide 98 Add Screens to support multiple dashboard views in a single dashboard Step: 1 Step: 2 First create additional screens within the parent dashboard; these can be populate with earlier examples (optional) Left click-and-drag the Navigation component into Screen 1 The star sets the default screen to use on load Each Screen can be its own dashboard with components. For example, each “Try Me” tutorial in this document could be done as a screen Left-click Dashboards for Kx – “How to” Guide Continued… 99 Configure Button Style Step: 3 Add three Navigation buttons Step: 4 Configure individual button links Left-click Dashboards for Kx – “How to” Guide 100 Global vs Individual Button Styles Step: 5 Change macro button styles; applied across all buttons Step: 6 Style Individual Buttons Add a Navigation Component to each screen and dashboard Use the keyboard cut-and-paste shortcut (CTRL+C / CTRL+V) to copy components within and across Dashboard screens. Dashboards for Kx – “How to” Guide 101 Alternatives Alternative Alternative Alternative Flexible Button Width Navigate to other Dashboards Share View States Across Dashboards Step: 1 Uncheck Fixed Size Step: 2 Set Columns to number of buttons to display Step: 1 Select from Dropdown Match dashboard viewstates to destination dashboard viewstates Left-click It’s necessary to create in the destination dashboard viewstates which match the name of the Target A Column value of ‘1’ will stack buttons Dashboards for Kx – “How to” Guide 102 Try This • Create a Navigation Panel using a Data Source, and map a View State so a value from one dashboard is displayed in another. There is no example in Html5evalcongroup which has a Navigation panel. This may require a local kdb connection for the Data Source Data Source should include variables for items listed Dashboards for Kx – “How to” Guide 103 Tabs, Accordions & Layout Panels Dashboards for Kx – “How to” Guide Kx.com Building Depth to Dashboards Tabs, Accordion and Layout Panel allow for additional functionality and space inside a single Dashboard screen Dashboards for Kx – “How to” Guide 105 Adding a Tab Step: 1 Drag the Tab component into the dashboard Step: 2 Add a new tab, and rename existing tabs Step: 3 Select the first tab (“Setup”) and drag inside the Accordion component Left-click Dashboards for Kx – “How to” Guide 106 Adding an Accordion inside a Tab Step: 4 Add a second section to the Accordion panel: When working with Accordion sections, it’s best to keep them in expanded mode so layout panel or components can be added to them. Left-click Dashboards for Kx – “How to” Guide 107 Adding an Layout Panel inside an Accordion section Step: 5 Switch Accordion view to Horizontal for vertical controlled accordion slider Step: 6 Add a Layout panel to each Accordion section Dashboards for Kx – “How to” Guide 108 Add components inside the Layout Panel Step: 7 Add components to your Layout section No Layout Panel is required if a Tab or Accordion section is only to house one component; simply drag-and-drop the component inside the Tab or Accordion section and the component will automatically resize to fill the Tab or Accordion panel. Dashboards for Kx – “How to” Guide 109 Have added components fill out layout panel Step: 8 In Layout Panel, check Fill Height for components to fill the space of the Layout panel Alternative Advanced Layout will stack components; good for dashboards configured for mobile use Blank Space Once checked, it can be difficult to re-select the layout panel to make changes (1 px width selection area). Therefore, check this box as a last step when building dashboards Dashboards for Kx – “How to” Guide 110 Tab and Accordion Alternatives Alternative Alternative Alternative Viewstate shared control of Tabs Button control to open a particular Tab Accordion Expand control bound to Viewstate Step: 1 Assign a viewstate to Selected Tab Step: 2 Add a Second Tab Component Step: 3 Step: 4 Assign the second tab component Selected Tab the same viewstate Switch between tabs of either Tab component Left-click Dashboards for Kx – “How to” Guide Step: 1 Step: 2 Step: 3 Assign a viewstate to Selected Tab Add a Button Component anywhere to the dashboard Set Button View State Mapping; ‘0’ = Tab 1 Step: 1 Assign a viewstate to Accordion expand Step: 2 Add a second Accordion Step: 3 In the second Accordion, assign Expanded the viewstate Step: 4 Expand paired section A Button can also be used to control expansion. In Button View State Mapping set Target to and Current to “True” 111 Bring it Together Dashboards for Kx – “How to” Guide Kx.com Try This: DemoLiquidity Rebuild Dropdown Line Chart Bar Chart Multi-Chart I Multi-Chart II Component All connect to html5evalcongroup Dropdown ([]sym:asc exec distinct sym from dfxTrade) Multi-Chart Bar Chart {[symval] `minute xasc select avg bid,avg ask, bidvol:max(0;sum bsize)%1e06, askvol:max(0;sum asize)%1e06 by 5 xbar time.minute from dfxQuote where sym=symval} Multi-Chart I {[symval] `minute xasc select price:avg bid,vol:(avg bsize) by 5 xbar time.minute from dfxQuote where sym=symval} Multi-Chart II {[symval;side] -500 sublist $[side=`bid;select price:avg bid,size:avg bsize by time.second from dfxQuote where sym=symval;select price:avg ask,size:avg asize by time.minute from dfxQuote where sym=symval]} Dashboards for Kx – “How to” Guide 113 Try This: DemoMarketMakers Rebuild Dropdown Bipartite Chart (Use lessons learned to configure) Horizontal Chart (Use lessons learned to configure) Data Grid I Data Grid 2 Component All connect to html5evalcongroup Dropdown ([]sym:asc exec distinct sym from dfxTrade) Bipartite Chart {[symval] select src,quoteCountPct:100*numQuotes%sum numQuotes, tradedVolPct:100*size%sum size,spread from t:(select numQuotes:sum i,size:sum "f"$size by src from dfxTrade where sym=symval) lj select spread:10000*avg (askbid) by src from dfxQuote where sym=symval} Horizontal Chart Data Grid I Data Grid II* {[symval] `src xasc select last bsize,last bid,last ask,last asize by src from dfxRandomQuote where sym=symval} * Poll data at 1 second intervals Dashboards for Kx – “How to” Guide 114 Try This: DemoMarketShare Rebuild Dropdown Multi-Chart Line Chart Treemap Area Chart Component All connect to html5evalcongroup Dropdown ([]sym:`All,asc exec distinct sym from dfxTrade) Multi-Chart {[symval] select vol:sum (`float$size)%1e6,avg price,avg spread by src from $[symval=`All;dfxTrade;select from dfxTrade where sym=symval] lj select spread:1000*avg(ask-bid) by sym,src from dfxQuote} Line Chart {[symval] `minute xasc (select distinct minute from t) pj/ {[t;x] ?[select from t where src=x;();(enlist `minute)!enlist `minute;(enlist x)!enlist (last;`spread)]}[t;] each exec distinct src from t:select spread:1000*avg (ask-bid) by src,5 xbar time.minute from $[symval=`All;dfxQuote;select from dfxQuote where sym=symval]} Treemap dfxTrade (Breakdown: sym and src; avg-> size and avg -> price) Area Chart {[symval] `minute xasc (select distinct minute from t) pj/ {[t;x] ?[select from t where src=x;();(enlist `minute)!enlist `minute;(enlist x)!enlist (last;`vol)]}[t;] each exec distinct src from t:select vol:sum (`float$size)%10e6 by src,5 xbar time.minute from $[symval=`All;dfxTrade;select from dfxTrade where sym=symval]} Dashboards for Kx – “How to” Guide 115 Try This: DemoDrillDown Rebuild Breadcrumbs Multi-Chart Pivot Grid Treemap Bar Chart Linechart Component All connect to html5evalcongroup Pivot Grid {`sym`src`hour`minute xcols 0!select quoteCount:count i,quoteSpread:10000*avg (ask-bid),quoteSize:avg (bsize+asize)%2 by hour:`$string time.hh,minute:`$string 10 xbar time.minute, sym,src from dfxQuote where sym in exec distinct sym from dfxTrade}[] Multi-Chart {[filters] filters:raze `$"," vs string .c.f:filters; :.c.res:select quoteCount:count i,quoteSpread:10000*avg (ask-bid),quoteSize:avg (bsize+asize)%2e6 by 5 xbar time.minute from $[0=count filters;dfxQuote;1=count filters;$[null first filters;dfxQuote;select from dfxQuote where sym=first filters];2=count filters;select from dfxQuote where sym=filters[0],time.hh="I"$string filters[1];3=count filters;select from dfxQuote where sym=filters[0],time.hh="I"$string filters[1],src=filters[2];()]} Horizontal Chart {[filters] filters:raze `$"," vs string .c.ttf:filters; :select avg price,sum size%1e6 by 5 xbar time.minute from .c.t:$[0=count filters;dfxTrade;1=count filters;$[null first filters;dfxTrade;select from dfxTrade where sym=first filters];2=count filters;select from dfxTrade where sym=filters[0],time.hh="I"$string filters[1];3=count filters;select from dfxTrade where sym=filters[0],time.hh="I"$string filters[1],src=filters[2];()]} Treemap {`sym`src`hour`minute xcols 0!select quoteCount:count i,quoteSpread:10000*avg (ask-bid),quoteSize:avg (bsize+asize)%2 by hour:`$string time.hh,minute:`$string 10 xbar time.minute, sym,src from dfxQuote where sym in exec distinct sym from dfxTrade}[] * Data Grid `src xasc select last bsize,last bid,last ask,last asize by src from dfxRandomQuote where sym=symval} Dashboards forIIKx – “How to”{[symval] Guide 116 Try This: Multi-screen & Tab Navigation Component: Market / Liquidity / Drill down jump point Tab 1: Market Share Tab 2: Market Maker Tab Dashboards (Use Layout Panel) Dashboards for Kx – “How to” Guide 117 Demo POC presentation Dashboards for Kx – “How to” Guide Dashboards for Kx – “How to” Guide 118 Kx.com q install Dashboards for Kx – “How to” Guide Kx.com Install local kdb 1. Download kdb: http://kx.com/software.php 2. Export to a C:\ directory to a q drive 3. Open CMD Prompt • cd c:\ • Cd q • Cd w32 • q –p 5050 Dashboards for Kx – “How to” Guide 121 Create a Kdb file 1. Create a directory [Data] in q directory 2. Save or copy csv files to this directory 3. At q> prompt (in CMD window), run the data import; for example • PivotData: ("ZSSSJDSDSSSSSSSSSSSSSFSSFFFFFFFFFFFF"; enlist ",") 0: `:/q/data/PivotData.csv; Dashboard file name: (“column formats”; enlist “,”) 0: ‘:/source file name & address; Dashboards for Kx – “How to” Guide 122 Install QPad 1. Install 64-bit QPad from http://www.qinsightpad.com/ 2. Run Dashboards for Kx – “How to” Guide 123 Configure QPad 1. Connect to Server:localhost on port 5050 2. Write into the editor .pivot.pivotV3:{[t;w;d;a;f;n;o] piv: () xkey ?[t;w;d!d;a!f]; if [(count o)>0; [ field: o[0]; order: o[1]; piv:$[order>0;field xasc piv;field xdesc piv]; ] ]; $[n<=0;piv;n#piv]}; Dashboards for Kx – “How to” Guide 124 Configure QPad 1. Run 2. Add Data with; for example: PivotData: ("ZSSSJDSDSSSSSSSSSSSSSFSSFFFFFFFFFFFF"; enlist ",") 0: `:/q/data/PivotData.csv; Dashboards for Kx – “How to” Guide 125 Create a connection for localhost 1. In Dashboards, create a connection for localhost Host: is PC name (e.g. wks254). Do not use “localhost” for Host Dashboards for Kx – “How to” Guide 126 Set dropdown query connection to Localhost 1. In the Dropdown, select database connection Connect to your newly added (local) kdb server Dashboards for Kx – “How to” Guide If using a local connection, Control for Kx specific apps, Action Tracker, and Order Book Replay won’t be configurable 127
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