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Creating and Editing Dashboards

Dashboards provide a canvas that can display reports, data visualizations, images, text, and web pages.

To create a new dashboard, click the New Dashboard icon in the Main Menu. The Dashboard Designer will appear in a new tab.

 

 

Dashboard Designer

The Dashboard Designer can be used to add reports, text, images, and web pages to a dashboard.

The Dashboard Designer has four components: the Design Canvas, Tool Box, Data Fields, and the Toolbar.

 

 

Dashboard Canvas

In the Dashboard Designer, you can:

  • Move and resize Dashboard Items
  • Style Dashboard Items with alignment, borders, colors, etc.
  • Edit Dashboard Items such as Reports, Data Visualizations, and Text

 

Toolbox

By dragging Dashboard Items from the Toolbox onto the canvas, you can add the following:

  • Reports
  • Data Visualizations
  • Text
  • Images
  • Web Pages
  • Interactive Filters

 

Data Fields

After dragging a Data Visualization from the Toolbox on to the Canvas, you can add Data Fields by dragging them over the Data Visualization.

 

Toolbar

Using the toolbar, you are able to:

  • Rename the Dashboard and modify its description
  • Set the Dashboard to automatically run when entering this tool
  • Change the background color of the canvas
  • Format the font, font size, alignment, color and borders of text
  • Save the dashboard
  • Run the dashboard to the Dashboard Viewer

 

Dashboard Items

By dragging Dashboard Items onto the canvas, you can add the following items to the dashboard:

  • Reports
  • Dashboard Visualizations
  • Text
  • Images
  • Web Pages
  • Interactive Filters

 

Adding Reports

To add an existing report to the dashboard, drag and drop the Report Button () over the Dashboard Canvas. The Report Properties menu will appear. The Report Properties menu has four tabs: Report, Filters, Parameters, and Options.

 

Reports

In the Reports Tab, select the report you want to display on the dashboard.

 

 

Filters

If the selected report has any Prompt for Value Filters, those filters will appear in the Filters tab. In this tab, you can specify how to prompt for these filter values.

For each Filter:

  • Use the Action dropdown to select how the filter should prompt.
    • Dashboard Prompt – When the dashboard runs, you will be prompted for a value that is used by all of the reports on the dashboard that filter using this Data Field.
    • Report Prompt – When the dashboard runs, you will be prompted for a value to filter this specific report.
    • Assign Value – Assign the filter a specific value. This filter will not prompt when the dashboard runs.
  • In the 'Data (Prompt Text or Value)' column, enter a value if the Action is Assign Value; if the Action is Dashboard or Report Prompt, enter text to use for the prompt.

 

 

v2016.2: Dashboard filters now affect reports linked to dashboard-embedded reports.

 

Parameters

If the selected report has any Prompting Parameters, those parameters will appear in the Parameters Tab. In this tab, you can specify how to prompt for these parameter values.

For each Parameter:

  • Use the Action dropdown to select how the parameter should prompt.
    • Dashboard Prompt – When the dashboard runs, you will be prompted for a value that is to be used by all of the reports on the dashboard with that parameter.
    • Report Prompt – When the dashboard runs, you will be prompted for a value that is used by this specific report.
    • Assign Value – Assign the parameter a specific value and do not prompt when the dashboard executes.
  • In the 'Data (Prompt Text or Value)' column, enter a value if the Action is Assign Value; if the Action is Dashboard or Report Prompt, enter text to use for the prompt.

 

 

Options

In the Options Tab, specify settings for how the report displays on the dashboard.

 

Report Viewer

  • In the Title Text box, provide a title for the report. This title will be displayed on the canvas when editing the dashboard.
  • Check 'Allow scrolling' to allow scrolling on the dashboard if the report is larger than the designated size on the canvas.
  • Set the number of seconds at which to re-execute the report. Set to 0 to only execute the report when the dashboard is first run.

 

Design

  • Check the 'Only execute report in design screen when report is manually refreshed' to prevent the report from being executed while editing the dashboard.

 

 

Adding Data Visualizations

To create a new Visualization on the dashboard, drag and drop the Data Visualization icon () onto the Dashboard Canvas. A Data Visualization item will appear.

  

 

With the Data Visualization item, you can:

  • Drag Data Fields onto the item to create a chart or a tabular report.
  • Use the Options Menu () to filter, name or modify other settings of the Visualization.
  • Modify how the Data Fields are grouped and summarized by opening the Data Model Menu ().
  • Save the Data Visualization as a new Report ().
NOTE. Subsequent changes in the Report Designer will not be reflected on the Data Visualization. To have those changes appear on the dashboard, add the new report to the dashboard.

Convert from a chart to tabular report (or vice versa) by selecting 'Change to Tabular Report' in the right-click menu.

NOTE. A Data Visualization must have at least two Data fields, one of which must be numeric, in order to display a chart.

 

Adding Text

To add text to the dashboard, drag and drop the Text icon () over the Dashboard Canvas. A text box will appear. Type the desired text in this box. Use the Toolbar to format the text.

 

 

Adding Images

To add an image to the dashboard, drag and drop the Image icon () over the Dashboard Canvas. An image box will appear. Click the insert image button () and select the image to upload.

 

 

Adding Web Pages

To add a web page to the dashboard, drag the URL Button () over the Dashboard Canvas. A URL menu will appear. Enter the desired URL and press OK ().

NOTE. Some web pages do not permit being embedded within another web page.

 

 

 

Adding Interactive Filters

To add an interactive filter to the dashboard, drag and drop the Filter icon () over the Dashboard Canvas. The Filter Properties menu will appear. The Filter Properties menu has two tabs: Dashboard Items and Filter.

 

Dashboard Items

In the Dashboard Items Tab, select which reports and data visualizations the filter should apply to by checking the box in the Controlled column.

NOTE. All of the reports and visualizations being controlled by the filter must share at least one common Data Category.

 

  

 

Filter

In the Filter Tab, specify what data should be used and how the interactive filter should appear on the dashboard.

  • Use the Filter value dropdown to select the data field that should be filtered.
NOTE. The filter can be applied to a calculation instead of a data field by using the formula button ().
  • Use the Type dropdown to specify what kind of interactive filter to display:
    • Single Choice: A dropdown with the possible values of the filter.

 

 

    • Multiple Choice: All possible values for the filter presented with check boxes to select a one or more values.

 

 

    • Single Slider: Select the filter value by sliding a point along a scale.

 

 

    • Range Slider: A scale that displays values between two points.

 

 

  • In the style dropdown, specify if the filter should be vertically or horizontally oriented.
  • In the Value Sort Direction, specify if the filter values should appear from least to greatest (ascending) or vice versa (descending).
  • Click the Format button () to open the format menu and specify how the filter values should be displayed.

 

 

Toolbar

The toolbar contains the buttons and menus used to modify the dashboard.

 

Saving Dashboards

The dashboard can be saved by clicking the save button ().

 

Undo/Redo

Any action on a dashboard can be undone by clicking () or pressing CTRL + Z. Undone actions can be redone by clicking () or pressing CTRL + Y.

Borders

To create borders around a dashboard item, select it and click the Format icon ().

  • Uncheck 'Make Borders Uniform' to modify specific edges.
  • To widen the borders, either key in a value or use the arrows in the width box.
  • To change the color, either select a color from the dropdown or enter a hex value.

 

 

Borders can be rounded by clicking the 'Rounded Edges' button () in the toolbar.

 

 

Formatting Dashboard Text

Text items can be formatted using buttons in the toolbar. A text item must be selected for these changes to be applied.

 

Font

  • To change the font, use the font drop-down (). The font names appear in the style that they represent.
  • The B, I and U icons make the font bold, italicized, and underlined, respectively.
  • Text size can be controlled using the up and down arrows on font size menu ().

 

Color

  • To change the text color, click the Foreground Color button (), and then select a color or enter a hex value into the Foreground box. Click the clear button to revert to the default color ().
  • To change the background color, click the Background Color button () and then select a color or enter a hex value into the Background box. Click the clear button to revert to the default color ().

 

Alignment

  • Text can be aligned to the top, center, or bottom of a cell using the vertical alignment buttons.

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  • Text can be centered, justified, or aligned to the left or right of a cell using the horizontal alignment buttons.

 

 

Renaming Dashboards

To change the name of a dashboard, click 'Rename' in the Toolbar drop-down menu. Modify the name and select the folder where the Dashboard will be saved. Click 'OK'.

 

 

  

 

Changing Description

The dashboard description appears at the bottom of the Main Menu. Though dashboard descriptions are optional, they are utilized when searching reports. To modify a dashboard description, click 'Description' in the Toolbar dropdown menu. Fill in the description and click 'OK'.

      

 

Dashboard Options

Click 'Options' in the Toolbar drop-down menu to open the Dashboard Options Window.

General Options

  • To change the background color of the dashboard canvas, select a color or enter a hex value.
  • Check 'Show report title bar on execution' to allow reports on an executed dashboard to be selected and modified.

 

    

 

Executing Dashboards

Dashboards can be run from the Main Menu or the Toolbar. To run a dashboard from the Main Menu, first select the dashboard you want to run and click the 'Run Selected Report' button. When editing a dashboard, simply click 'Run Dashboard' to view the dashboard.

NOTE. Dashboards can only be executed as HTML.

 

     

              

 


Hidden Article Information

Article Author
Nick
created 2015-12-21 17:45:51 UTC
updated 2017-05-16 15:35:07 UTC

Labels
dashboards, Creating Dashboards, Editing Dashboards, Dashboard Designer, dashboard items, Data visualizations, Dashboard Text, Dashboard Options,
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