How to: Set Up a Colored Indicator on Cues for the Company or Individual Users

As an administrator, you can set up Cues that appear on the users' Role Centers to include an indicator that changes color based on the data values in the Cues.

The indicator appears as a colored bar along the top border of the Cue tile. It provides a visual signal of the status of the Cue's activity, which can indicate favorable or unfavorable conditions to prompt the user to take action. For example, if a Cue displays ongoing sales invoices, you can set up the indicator to appear green (favorable) when total number of ongoing sales invoices is below 10, and appears red (unfavorable) when the total is greater than 20.

From the Cue Setup Administrator window, you set up indicators for all the Cues that are available in the company database. You can set up the indicators to apply to all users in the company or an individual user only. The indicator settings in the Cue Setup Administrator window act as the default indicator settings. If the Cue Setup window is made available to users, then they can personalize the indicators settings that you define in the Cue Setup Administrator window.

To set up the indicator, you specify up to two threshold values that define three ranges of data values (low, middle, and high) to which you can apply a different color (or style).

To set up colored indicators on Cues

1. In the Search box, enter Cue Setup Administrator, and then choose the related link.

   The Cue Setup Administrator window appears. The window lists the indicators that are currently setup up on Cues. Indicators that apply to all users in the company have a blank User Name field. Indicators that apply to a specific user include the Microsoft Dynamics NAV user's name in the User Name field.

   Note

   If you set up a company-wide indicator and a user modifies the indicator later on, then a separate entry for the indicator appears in list for that user.

2. On the Home tab, in the Manage group, choose Edit List.

3. To set up an indicator for a Cue that is not listed in the window, select New, and then fill in the fields as described in the following. If you want to modify an existing indicator, go to the next step.

   Field	Description
   User Name	If you want to set up the indicator for all users, leave this field blank. If you want to set up the indicator for a specific user, then set this field to the user name.
   Table ID	Specifies the ID of the table object that contains the Cue. Use the drop down list to find the table. The drop down list includes all Cue tables in the company database. The Table Name field will be automatically filled in based on your selection.
   Cue ID	Specifies the ID of the Cue that you want to set up an indicator on. Use the drop down list to find the Cue that you want. Note The Cue ID corresponds to the field number that is assigned to the Cue in the table. The Cue Name field is automatically filled in based on your selection

4. To set up the indicator for a Cue, set the fields as described in the following table.

   Field	Description
   Low Range Style	Specifies the color of the indicator when the Cue's value is below the value of the Threshold 1 field.
   Threshold 1	Specifies the value at or above which the indicator changes to the color specified by the Middle Range Style field.
   Middle Range Style	Specifies the color of the indicator when Cue's value is greater than or equal to the value of the Threshold 1 field but less than or equal to the value of the Threshold 2 field.
   Threshold 2	Specifies the value above which the indicator changes to the color specified by the High Range Style field.
   High Range Style	Specifies the color to use when the Cue's value is above the value of the Threshold 2 field.

   The following table lists the colors that correspond to the options of the Low Range Style, Middle Range Style, and High Range Style fields.

   Option	Color
   None	No color (same color as the Cue tile)
   Favorable	Green
   Unfavorable	Red
   Ambiguous	Yellow
   Subordinate	Gray

See Also

Tasks

How to: Set Up a Colored Indicator on Cues of Your Role Center