Dashboard Designer

You must have designer rights to create and edit dashboards.

The Dashboard Designer enables you to create interactive dashboards that provide real-time access to the data needed for your daily tasks. Use this tool to perform ad-hoc analyses of data when existing reports aren't adequate or you don't have time to build new ones.

You can also export dashboards to save for future reference or send via email to key stakeholders. If your company has purchased an Enterprise Server license, these stakeholders can view dashboards without consuming an Xtraction analyst license. For details, see About Xtraction viewers.

The Dashboard Designer is simple to use—choose a layout, select a data source, add filters, and then drag and drop various components onto the design canvas. As you build a dashboard, you'll receive instant feedback from the data and can immediately interact with various data points.

When you need to present a large amount of data as a report that doesn't fit well onto a single screen, a document works better than a dashboard. In that case, use Xtraction's Document Designer tool. For details, see Document Designer.

Creating a basic dashboard

The following procedure leads you though the process of creating a basic dashboard. Before starting, you may want to read about:

Navigating the user interface. For details, see Navigation.

Using components in dashboards. For details, see About components.

Filtering dashboard content. For details, see Filters.

At any point you can convert a saved, fixed-layout dashboard to an editable one by using the Tools > Convert to Resizable menu. Make sure you re-save the dashboard after doing so. For details on manipulating the layout of an editable dashboard, see the procedure To configure dashboard properties in Dashboard properties, alerts, and defaults.

Viewing underlying data

Each dashboard comprises any number of individual panes, each displaying a specific type of data identified by the pane title. Within each pane, you can drill deeper to view the underlying data (though what you can view is dependent on the type of data displayed).

Click the record count number in a pane header ("47" in the image below) to display the full list of detailed records underlying the component. Not all components have record counts.

Click a single data point (such as "Impact Low" in the image below) to:

Filter Components (Replace): Select to create a temporary filter condition that dynamically filters the rest of the dashboard based on that data point. For example: In the image below, an "Impact Low" filter condition would be applied to each pane in the display to show just the data that relates to low-impact problems from the past month.

Filter Components (Add): Select to filter the dashboard by combining the first temporary filter condition with a second one based on an additional data point.

To clear all temporary filters and re-establish the original view: In the pane header, click the icon. (You may need to click the icon first to expand the icon list.)

View Records: Select to display the underlying records contained within the data point. From the display, you can sort columns, export the data (by clicking the icon), and double-click a record to display it in its native application (if enabled by the administrator). For more details about exporting data, see "Exporting" below.

Copying components from one dashboard or document to another

You can copy individual components between dashboards and documents, making it easy to design a new dashboard or document that's a composite of components from an older design.

Only dashboards and documents in design mode can have a component copied to them, but components in view mode can be copied.

Exporting

Dashboards are meant primarily for onscreen viewing, but you can export the content into a variety of formats to share with others. Depending on the content type, you can export a dashboard to these formats: Word, PDF, HTML, Excel, CSV, or PowerPoint.

To schedule periodic exports, see Scheduled exports.