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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.

systemadministrationdashboarddesign

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 Insert from the ribbon.

systemadministrationdasharea

Below is a list of available buttons in the Insert ribbon:

Button

Description

Note

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.

Published:

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.

systemadministrationdashboarddesign

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 Insert from the ribbon.

systemadministrationdasharea

Below is a list of available buttons in the Insert ribbon:

Button

Description

Note

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.

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