Basic Training 11. Dashboards (pre-v2017.2)

Part 11 of the Exago Video Training Series

(This video is applicable for versions prior to v2017.2. Click here for the latest version.)

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Welcome back to the Exago Video Training Series! This segment will focus on dashboards, an interactive way to display reports, visualizations, and more all on the same page.

We’ll begin by hitting the new report icon, and selecting dashboard. This opens our dashboard canvas, where we can begin to include components from our toolbox on the left hand side. In our toolbox, we’re able to select pre-existing reports, new visualizations we can build on the fly, a static text box, an image, a web page, or an interactive filter.

For this dashboard, we’d like to display various employee’s revenue totals, as well as a count of their respective orders. We’d also like to be able to filter the date range of the information being displayed. We have an existing report that shows revenue per employee in a chart, so I can add that to the dashboard by clicking and dragging on the pre-existing report icon, or dragging the report from the actual report tree.

Once the report is on the canvas, we can manually resize the dashboard item, or use the box icon here to automatically resize the item to the size of our report. We can also refresh the report manually, and even directly open the report designer if we’d like to modify the report’s structure. Navigating back to our dashboard, we can access our report options here, and use the red x to remove the report from the dashboard.

We’re now displaying employee revenue totals, but we’d also like to see an order count for each employee as well. As this isn’t a report we have previously created, we can now add a new visualization to build this chart out on the fly. We’ll see we’re prompted to add fields to the visualization, and we can do so by selecting fields from the data fields pane on the left hand side. We can click through to find the fields we want, or use our search bar. When searching, we also have the ability to filter our results to only show text, numeric, date/time, or other fields. We’ll first add the employee last name field, and as we click and drag, we’ll see our visualization splits, prompting us to drop into the top to begin making a chart, and the bottom to begin making a tabular display. We’ll drop this field into the top to begin creating a chart, and now we can check the ‘group by’ box, since we know we’ll be tracking a count of the orders for each employee.

Next we’ll add the Order ID field, and since we want to count the number of orders, we’ll set our dropdown here to be ‘count’. Now the visualization will display a count of the number of orders per employee. At this point, we can resize our visualization to match our pre-existing report, and we’ll notice the borders will snap together to help us easily modify our dashboards’ display. Right clicking our visualization, we can modify the chart, so let’s swap our theme to blue grey to match the report on the left.

We now have our employee revenue report, and our visualization, but we still need to add an interactive filter so we can modify the date range of the data being displayed. We’ll click and drag to add a filter, and the first thing we have to do here is select the reports and visualizations we want the filter to control. For this dashboard, we’ll select both the employee revenue chart, and our visualization of employee order counts. Next we’ll specify the field we’d like to filter by. The available fields are only those that belong to data categories included on controlled reports or visualizations. Because both reports use information from Employees and Orders, we have the ability to filter by any field from either of those categories.

Let’s filter by order date, and modify the type of filter of we choose to use. We can use a single or multi select, as well as a range or single slider. Since we’re filtering by a date range, let’s use the range slider. Hitting okay, we can resize the filter to have a good amount of space to populate under our charts. At this point, we can save our dashboard by hitting the save icon and giving it a name, a folder to live in, and an optional description. Once the dashboard is saved, we can hit run report to execute.

We can now see both our visualization and chart, along with our date range slider. We can modify the date range by clicking and dragging, and our charts will automatically update to reflect the newly selected values. We can manually refresh either our charts, or export them to any of Exago’s available export types. We even have the ability to modify how the charts are displayed directly in the viewer by right clicking here.

This concludes our segment on dashboards. Be sure to check out some of our earlier segments if you haven’t already, and as always, Happy Reporting!

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Article Author
Exago Development
created 2018-01-02 21:31:03 UTC
updated 2019-05-16 21:35:52 UTC

video, tutorial, walkthrough,
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