Dashboard Designer
The Dashboard Designer lets you create a variety of useful, informative, and appealing graphical representations of any data that you wish. Bizview Dashboards enable organizations to visualize key performance indicators and trends with stunning graphics. With the Dashboard Designer, you can easily create attractive dashboards visualizing your defined strategic and tactical goals.
Access this feature by selecting Dashboards > Design mode.
Select the required dashboard and the Dashboards page displays, as shown below:
There are two segments in the Dashboard Designer, and there is an important difference between them:
Dashboard: A collection of Dashareas (staples, graphs, etc). This is from the end-user's perspective, and Dashboard authorizations can be applied to the Dashboard.
Dasharea: The individual Dashareas designed to actually present useful information. This is the area where the design is built.
Dashboard
To create a new Dashboard, select the New button in the ribbon.
An empty Dashboard area opens and you are free to start designing.
Below is a list of available buttons in the Dashboard ribbon:
Button |
Description |
|---|---|
New |
Opens a new empty Dashboard area |
| Refresh | Refreshes the dashboard |
| Close | Closes the dashboard |
| Cancel | Cancels the opened dashboard |
| Group | Drag a column header to group by that column |
| Filter | Filters the dashboard |
| Show Archived | Shows the archived dashboards |
| Grid Mode |
Displays a drop-down list control for:
|
| Client Filter |
Displays a drop-down list control for:
|
| Grant Access | Grants access to the dashboards |
Dasharea
The dasharea is the Dashboard component that we actually design to fetch and present some useful information to he users. These can be lines, graphs, bars, pie charts, pyramid, gauges and many more. The data to present can be anything from actuals vs cost graphical series representations, to stoplight KPI indicators. It is up to the designer what data to fetch and how to present it.
To create a new Dasharea, select the Insert from the ribbon.
Below is a list of available buttons in the Insert ribbon:
Button |
Description |
|---|---|
Save |
Saves the Dasharea |
Leave edit |
Leaves the Editing dashboard window |
Chart |
Creates an Area Type Chart |
| Pie chart | Creates an Area Type Pie chart |
| Linear gauge | Creates an Area Type Linear Gauge |
Circular gauge |
Creates an Area Type Circular Gauge |
Grid |
Creates an Area Type Grid |
Slicer |
Creates an Area Type Slicer |
Card |
Creates an Area Type Card |
Image |
Creates an Area Type Image |
| Text | Creates an Area Type Text |
| IFrame | Creates an Area Type IFrame |
| My favorites | Creates an Area Type My favorites |
User information |
Creates an Area Type User information |
| Workflow tasks | Creates an Area Type Workflow tasks |
This documentation only covers the design user interface. However, a few things must be mentioned:
- A great tip is to always start with defining the DataSeries.
- Make the Dasharea work before doing all the detailed design modifications. There are literally hundreds of adjustments you can make to the look and feel of the Dasharea, but they are meaningless unless you get the data you want!
- Remember to test the Dasharea continuously.
- The use of Selection Pane differs from normal Templates. You can not make use of the CF_GETPANEVALUE("<object>"). Instead, use the syntax $<control tag ID> to enable the dynamic replacement of values sent in, for example, $ISOMONTH.