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 Systems Administration > Dashboards > Dashboard designer.
There are two tabs 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 | Note |
|---|---|---|
New | Opens a new empty Dashboard area. | |
Open | Opens an existing Dashboard. | |
Delete | Deletes the current Dashboard. | |
Save | Saves the Dashboard. | |
Save as | Saves the Dashboard with a new name. | |
Test | Tests the Dashboard. | |
Create new | Opens the Dasharea designer. | See the section below for additional information. |
Add existing | Adds a Dasharea from an existing Dasharea. | A Dasharea that works in the desired way can be added to the particular dashboard. |
View grid | Adds a drop-down list control. |
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 New button from the ribbon.
Below is a list of available buttons in the Dasharea ribbon:
Button | Description | Note |
|---|---|---|
New | Opens a new empty Dasharea. | Begin by selecting an Area Type. |
Open | Opens an existing Dasharea. | |
Delete | Deletes the current Dasharea. | |
Save | Saves the Dasharea. | |
Save as | Save the Dasharea with a new name. | |
Chart | Creates an Area Type Chart. | |
Gauge | Creates an Area Type Gauge. | |
Traffic light | Creates an Area Type Traffic light. | |
Report | Creates an Area Type Report. | |
Pane | Creates an Area Type Pane. | This can replace the smaller Dashboard Selection Pane, if needed. The selections and Control Tag ID's from this pane will be used instead. |
Random data |
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.