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Creating a Dashboard
Who is this article for?Users looking to build a new Dashboard.
Dashboard Create permissions are required.
Dashboards allow you to visualise your data in a variety of different ways, such as pie charts, bar charts, treemaps, et cetera. This feature is only available in the Web interface.
This article outlines the process of creating a new Dashboard.
1. Adding a Dashboard
To add a new Dashboard:
- Access Dashboards.
- Click New Dashboard.
If you don't see the button, reach out to an Administrator to get the correct permissions.
- Enter a Dashboard Name.
- Select a Data Source.
- Click Create.
2. Adding data sources
Data sources are the areas of the system that hold the data you want to be displayed on the Dashboard item. Each data source is made up of a series of fields that are relevant to that area.
You select your first data source when you first create the Dashboard.
To add new data sources:
- Open the Dashboard.
- Open the navigation menu.
- Click Data Sources.
- Click Add.
- Select a data source.
- Click Add.
- Click Save (in menu).
3. Adding items
Dashboards are made up of elements that display information. These elements are called items and can be displayed using graphics or text.
Different visualisation options will display different amounts of information, so you should plan the layout of your Dashboard accordingly.
For example, a grid item will display several columns of information which will require more screen space than a chart.
To add an item:
- Find the item in the toolbar.
- Drag and drop the item.
- Repeat for all necessary items.
- Click Save (in menu).
4. Binding data to items
Once you add an item to your Dashboard, you must configure it to display data. This is known as data binding.
Below is a list of various data binding properties.
| Property | Description |
|---|---|
| Value | Information that will be displayed on the screen. For example, the information displayed on a heat map, chart wedge or grid columns. |
| Arguments | Data fields assigned to your item to further query the data. For example, fields to be used during drill down. |
| Hidden Dimensions | Data that is loaded on an item but may not necessarily be displayed on the screen. The information can then be used to manipulate the data on the item. For example, to filter data or perform a Top N analysis. |
| Hidden Measures | Summary of data against grouped dimension values. |
To bind data to an item:
- Hover over an item.
- Click the Bind icon.
- Select Add Value.
- Choose the field(s) that will be your primary focus.
- Review configuration options.
- Select Add Argument.
- Choose the field(s) you would like to segment the data by.
- Add argument as needed.
- Review configuration options.
- Select Add Dimensions.
- Choose the field(s) you would like to filter data by.
- Select Add Measure.
- Choose the field(s) you would like to group or summarise data by.
- Click OK.
- Click Save (in menu).