Xtraction powered by Landesk

Using the Dashboard Designer

If you have a designer role in Xtraction, the Dashboard Designer is the tool you'll use to create real-time, interactive dashboards of your target data sources' content.

To get started on a dashboard design for a data source, drag and drop any of the available components from the navigation pane onto the design canvas of the details pane. Components enable you to present data-source content as graphs, charts, lists, and images.

The design canvas is made of distinct panes—by dropping one component into each pane, you can assemble content in a variety of ways. The number of panes is determined by your dashboard layout. Dashboards are meant primarily for onscreen viewing; they can be for personal use or shared with others.

For details on using components in a design, see About components.

You must have designer-role rights to use this tool.

Creating a dashboard

Open the Dashboard Designer by clicking the the icon in the toolbox left of the navigation pane.

Exporting dashboard content

Depending on content type, you can export the dashboard to these formats: Word, PDF, HTML, Excel, or PowerPoint. To schedule periodic exports, see Scheduling content exports.

Exporting dashboard content to a template

To present a dashboard layout in an MS Word document as it appears onscreen (in a single view rather than across multiple pages), you can export the layout using an Xtraction-generated template.

Simple dashboards with fewer panes work best. Dashboards with many panes aren’t as well suited (the space needed is often insufficient), but in such a case, the template uses placeholders instead of the layout of the dashboard. You can delete the placeholders as needed. After exporting, the template will display with the same panes of the dashboard layout, along with separate panes for Notes and Descriptions (if included). Note that if Description and Note fields are very long, your exported result may not have the desired look.

Exporting to a template is a three-procedure process—use Xtraction to create the template, upload the template into Xtraction, and finally export the dashboard content to the template.

To schedule periodic exports, see Scheduling content exports.


Was this article useful?    

The topic was:

Inaccurate

Incomplete

Not what I expected

Other