Create Your First Team Radar

Step by step instruction how to create a radar for external monitoring and business intelligence.
Empry Teamroom
  1. Log in to Business Radar to open the Team room

The first time you enter the Team room it is empty. You have not yet created any Radars.

The empty team room show three shortcut images that are handy to get you going with Business Radar.

The Team room have five sections, selectable by the tabs in top of the page:

  • Team radars is the storage area for the radars you are using and working on.
  • Archive is the storage area for radars you choose to archive.
  • Published is where published (read-only copies) radars are stored. Published radars does not require login for access.
  • Examples is a comprehensive set of example radars that can be used as templates for new radars you create.
  • Welcome holds shortcuts to guidelines and help.

Create a new radar
  1. Click   in the submenu in the top right corner to select how to create a new radar.
  2. Select 'New empty radar...'
Name your radar

A popup widow is shown for you to enter the name of the new radar. You also see the names of already existing team radars.

  1. Enter the name of the new radar and click OK.
Your new radar

The Radar page is opened with an empty radar with a standard design.
First step is now to decide what sectors ('pie slices') and spans (the x-axis) should define the radar, and also what colors and symbols echoes can have.

  1. Click the padlock () in the radar menu to unlock the radar design.
Settings unlocked

Now the radar is shown in design mode. This is indicated by the unlocked padlock in the radar menu ()

Through the design menu at top left, following features are available:

Settings - opens a new window where you can change all design aspects of the radar. For example add, remove and change order of spans, sectors, colors and symbols. You can also change namings, colors and symbols to be used.
Layout - opens a pop-up window for detail adjustments of the the radar layout.
Transpose - lets you swap one dimension with another. For example swap Spans and Sectors, or swap Colors and Sectors, etc.
Undo - lets you undo any design changes by restorning the radar from an automatic or ordered backup. The radar is automatically backed up when you unlock design mode.
... The other icon-buttons are used to automatically set widths of spans end sectors.

Several settings can also be applied directly on the radar when the settings mode has been opened (padlock open), as described below.

Change name of sector
  1. Click a sector to edit its naming in the pop-up shown.
Change name of span
  1. Click a span (to the right at the bottom) to edit its naming directly.
Change naming of colors
  1. Click the naming of colors (after "Colors =" in the Legend) to change the naming directly.
    In this case the colors shall represent the impact on the (own) business.
Change name of color
  1. Click the name of a color to change it directly.
Byt färg
  1. Click a color ("blob") to change a color.
Change name of symbol
  1. Click the name of a symbol to change it directly
    In this example the symbols are used to indicate required action.
Change symbol
  1. Click a symbol to change it by selecting one in the drop-down.
CHange namings of spans and sectors
  1. Click on the namings of Spans and Sectors to change them directly.
    The dimension echo sizes is not used in this example. It can however be visually effective to use for indication of cost, effort or other aspects.
Change sizes of sectors and spans

When the radar is unlocked for design you can easily change the sizes of spans and sectors.
Do this by dragging the round handles placed at the outer intersections of sectors and spans.

Lock he radar

When you are satisfied with your settings, you lock the radar again.

  1. Click the open padlock ().
Now the radar is shown in "normal" mode (padlock closed) with its new appearance and it is ready to use!

Create a new echo

Test your new radar by adding a new echo.

  1. Click "Archive" in the radar menu.
  2. Select "New echo..."
Apply settings to the new echo
  1. Edit the attributes of the new echo and select echo-color, -symbol, -span and -sector to see that your settings works.
  2. When done, click Save
Your new echo is live and kicking

When the echo has been saved you can see it placed on the radar within the span and sector you selected.
If you need to adjust the position of the echo on the radar, simply drag it into the position you like.

Editing shortcuts

Shortcuts

When you are getting used working with your radar and the echoes there are a lot of available keyboard/mouse shorcuts that are handy to use.
If you hold the mouse pointer over the Help-button a sheet is showing all the available shortcuts.

How to use the shortcuts

  1. Hold down the keyboard key
  2. Click

Click on an Echo:

  • Q + = move to Queue
  • R + = move to Radar
  • H + = move to History
  • T + = move to Trash
  • C + = Copy echo
  • W + = open Web-link
  • L + = open Radar-link
  • [Home] + = Toggle text left/right
  • [Arrow left/right] + = Alter color
  • [Arrow up/down] + = Alter symbol

Click on the radar surface:

  • N + = New echo