Dashboard - Quick Reference

Dashboard

Used for:

• Collecting, Visualizing and Highlighting metrics
• Sharing insights between individuals and groups

Quick Start:

• Drag a category Field from Database Tree and drop into an empty Dashboard Slot.
• Drag a Report from Report Tree and drop into an empty Dashboard Slot
• Drag an open workspace Tab and drop into an empty Dashboard Slot
• Create a Panel Form and drop into an empty Dashboard Slot
• Use Dashboard Right-click menu to customise Dashboard Layout

See [TODO] for a full functional overview of Dashboards

Overview

Dashboards are used to collect, present, publish and distribute sets of analytical components as Reports.

From the main menu, select Analytics - Dashboard and choose a starting grid size.

Medium Grid has 4 slots

Small Grid has 16 slots

Tiny Grid has 25 slots

Once created, slots can be expanded vertically and horizontally - so the most important factor in choosing a grid size how small an individual slot can be.

The dashboard grid will open in design more, in design mode each slot will have an orange border.

Switch between design and run mode with the tool bar Toggle button

In design mode, Right-click a slot to open the design mode context menu.

Select Save or Click the Save button to save the dashboard, enter a name, description and any tags required.

Once saved, the dashboard will appear in the Report Tab of Solution Explorer.

Slots

Drop analytical components into slots by dragging either from the Report Tab or an already open screen.

Via the context menu, increase or decrease the width and height of a slot; or remove it with Delete Entry.

Use Add Row or Add Column to entire rows and columns of slots; Each new row will be of the same dimension as the initial dashboard row size.

Adding columns will resize existing columns to fit the new column into the dashboard space. There is a maximum of 4 columns.

Adding rows forms a scrollable dashboard, it does not change the slot size.

View in Browser

To preview the dashboard in a browser, hit the Preview button on the micro toolbar.

Run Time Menu

Any DataSet dropped onto the dashboard can be cleared by clicking the Clear Filter button or by selecting Clear Filter from the run time context menu.

Select Open Copy to open a copy if the selected component report in a new tab.

An image of the dashboard can be Saved to file or Copied to the clipboard for pasting into another application/email etc.

Exporting

The data models behind the dashboard entries can be exported to Excel by clicking the Export button.

Selection

A DataSet can be extracted from dashboards by selecting from cells or rows in component grids or clicking on chart components.

Start the selection by dragging from a particular element in the dashboard.

The way the DataSet is build will depend on the Selection Mode

If Single then the DataSet is formed only from the element where the drag action starts. If set to AND or OR then the DataSet is the entire intersection or union of all the elements in the dashboard that have a selection.

In all cases, any filter applied to the dashboard is also applied to the Dataset