Difference between revisions of "Dashboards"

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__NOTOC__[[Main Page|Home]] > [[Administration]] > [[Reporting]] > Dashboards
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/advanced-analytics/dashboards/ Hornbill Document Library].
==Introduction==
 
  
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[[file:hornbill-document-library.png|Dashboards|link=https://docs.hornbill.com/esp-config/advanced-analytics/dashboards/]]
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|[[Main Page|Home]] > [[Administration]] > [[Advanced Analytics]] > Dashboards
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|style="text-align:right;"|[[:Category:Service Manager Administration|Index]]
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== Introduction ==
 
Dashboards are used to display widget content.  
 
Dashboards are used to display widget content.  
  
 
* Dashboards can be customised to include multiple rows and columns to which widgets can be added.
 
* Dashboards can be customised to include multiple rows and columns to which widgets can be added.
  
* Dashboards can be shared with specific users
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* Dashboards can be shared with specific users and roles
  
 
* Dashboards can be displayed on large screens or consumed into slides and displayed in Slideshows.
 
* Dashboards can be displayed on large screens or consumed into slides and displayed in Slideshows.
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== Related Articles ==
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:* [[Widgets]]
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:* [[Slideshows]]
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:* [[Reporting]]
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==Creating a Dashboard==
 
==Creating a Dashboard==
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In order to access the configuration options for the Dashboard select the '''Edit Mode''' button in the top right of the Dashboard canvas   
 
In order to access the configuration options for the Dashboard select the '''Edit Mode''' button in the top right of the Dashboard canvas   
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
===Defining Dashboard Layouts===
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====Defining Dashboard layouts====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
In order to create a Dashboard which contains multiple widgets, it is important to understand how to configure rows, columns, heights, widths and how to add multiple widgets to a single column.
 
In order to create a Dashboard which contains multiple widgets, it is important to understand how to configure rows, columns, heights, widths and how to add multiple widgets to a single column.
  
*'''Default Dashboard Layout'''
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*'''Default Dashboard layout'''
  
 
:* The default Dashboard layout includes a single row, and a single column.  The row is set to '''100%''' of the Dashboard Height, and the column is set to '''100%''' of the Dashboard width as shown below.
 
:* The default Dashboard layout includes a single row, and a single column.  The row is set to '''100%''' of the Dashboard Height, and the column is set to '''100%''' of the Dashboard width as shown below.
  
[[File:Dashboard_Layout.png|1200px]]
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[[File:Dashboard_Layout.png|1000px]]
  
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
  
===Adding additional rows===
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====Adding additional rows====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
:* In order to add an additional row below the default row, select the '''+''' button in the top left hand corner of the default row.  This will add a new row directly below.   
 
:* In order to add an additional row below the default row, select the '''+''' button in the top left hand corner of the default row.  This will add a new row directly below.   
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
  
===Adding columns to rows===
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====Adding columns to rows====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
:* In order to add additional columns to a row, select the [[File:Screen_Shot_2015-11-24_at_21.20.49.png‎]] button from the top right hand corner of the row. This will add a column to the row.
 
:* In order to add additional columns to a row, select the [[File:Screen_Shot_2015-11-24_at_21.20.49.png‎]] button from the top right hand corner of the row. This will add a column to the row.
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
  
===Adding widgets to columns===
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====Adding widgets to columns====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
:* In order to add a widget to a column on a row, there are two options which need to be configured.
 
:* In order to add a widget to a column on a row, there are two options which need to be configured.
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
  
===Adding multiple widgets to a single column===
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====Adding multiple widgets to a single column====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
:* In order to add multiple widgets to a single column on a row, click on the '''Charts''' button on the column, this will add an additional widget to the row.  Multiple widgets can be added to a single column.   
 
:* In order to add multiple widgets to a single column on a row, click on the '''Charts''' button on the column, this will add an additional widget to the row.  Multiple widgets can be added to a single column.   
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
===Row and column heights and widths===
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====Row and column heights and widths====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
:* Ensure that the total of all row heights equals 100% in order to correctly display on the Dashboard.
 
:* Ensure that the total of all row heights equals 100% in order to correctly display on the Dashboard.
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</div>
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:900px">
===Moving Columns between rows===
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====Moving Columns between rows====
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
It is possible to move columns of widgets between rows by dragging and dropping the columns as required
 
It is possible to move columns of widgets between rows by dragging and dropping the columns as required
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</div>
  
* Save the Dashboard layout by selecting the '''Save''' (disc) icon.
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==Managing Dashboard Settings==
* Create a copy of the Dashboard layout by selecting the '''Save As''' option from the drop down next to the '''Save''' (disc) icon, and giving the new Dashboard a name.
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Once the Dashboard layout, and widget content is configured it is important to complete the Dashboard Settings .
  
==Managing Dashboard Properties==
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[[File:Dashboard_Configuration.png|900px]]
[[File:Dashboard_Configuration.png|1200px]]
 
  
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* '''Title''': Name of the Dashboard
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* '''Description''': Dashboard purpose and or content
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* '''Status''': By Default this is set to '''In development''', once the Dashboard is configured the status should be changed to '''Available for use'''.  Only Dashboards marked as '''Available for use''' will appear when configuring the content of slides in slideshows.
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* '''Access Granted To''': Determine who to make the Dashboard available to.  It is possible to assign the dashboard to multiple '''Users''' and '''Roles'''.  Add Additional '''Users''' and '''Roles''' by using the '''Add New''' option.  Switch the context between '''User''' and '''Role''' by clicking on the '''User / Role''' header and then selecting the user or role accordingly
  
[[Category:Administration]]
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* Save the Dashboard by selecting the '''Save''' (disc) icon.
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* Create a copy of the Dashboard layout by selecting the '''Save As''' option from the drop down next to the '''Save''' (disc) icon, and giving the new Dashboard a name.
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[[Category:Administration]][[Category:Videos]]
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[[Category:HDOC]]

Latest revision as of 18:39, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Dashboards