Creating a Dashboard

    • Creating a Dashboard
      • Adding Reports
      • Adding KPI Widgets
      • Adding Formatted Text, Images & HTML
      • Adding User Filters
    • Layouting components in Dashboards
    • Reports specific customizaton

    Dashboard allows you to combine multiple reports in a single page for a quick overview. ManageEngine Analytics Plus provides simple & intuitive drag and drop interface to create a Dashboard. You can easily create a visually rich & interactive dashboard using the drag & drop interface by adding reports, widgets, user filters and rich-formatted text in single or 2 column layout. This section describes how to create a Dashboard in detail.

    Creating a Dashboard

    Once you have created your reports/views that you want in ManageEngine Analytics Plus you can start designing a Dashboard. To create a Dashboard, you have to invoke New Dashboard option.

    From the Explorer tab of the reporting database (or from any open view), click add new icon and then select New Dashboard option as shown below. The Edit Design window will open. Design your dashboard as needed.

     

    1 - Custom Title added in the Dashboard

    2 - User Filter added in the Dashboard

    3 - KPI widgets added in the Dashboard

    4 - Reports added in the Dashboard

    5 - List of Reports in the Reporting Database to drag into the Dashboard

    The following section explains how to add the components into your dashboard.

    Adding Reports

    ManageEngine Analytics Plus allows you to add reports to your dashboard easily with a drag and drop interface.  
    Follow the steps below to add reports to your dashboard.

    1. Open the dashboard in edit mode.
    2. You will notice that all the reports available in this reporting database listed in the left panel, which you can drop into the Design Area on the right.
    3. Report will be added to your dashboard.
    4. Save the Dashboard.

    Adding KPI Widgets

    ManageEngine Analytics Plus offers a widget-based model for creating single number charts (headline charts) within dashboards. These are called KPI Widgets. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend.

    Adding a Widget 

    To add a new KPI widget follow the below steps:

    1. In the dashboard Edit Design.
    2. Click the Add Widget option in the toolbar. The Widget Editorwill open.
    3. The Data tab of the Widget Editor provides options to choose the type of widget and the associated columns.   
    4. Choose the widget type under Select Layout. You will find six templates.
      You can also view each template with sample data to make a better choice by clicking the Show Samplelink that appears on mouse over.
    5. Select the columns required for your calculation in the Select Columnsection. ManageEngine Analytics Plus will return a single value based on the columns and function selected in this section. 
      • In the Data Column drop-down select the data column that you want to display in the widget along with the calculation function to apply over it. 
      • In the Group By drop-down select the column by which the above mentioned data column value should be grouped.  
    6. Based on the type of layout that you choose, you might have to provide additional information to create the widget. This is to be provided in the  Show Value Assection. 
      • The Primary Value drop-down allows you to apply a summary function over the data column dropped 
      • The Secondary Value allows you to specify an additional column along with a calculation function applied, that will be displayed along with the Primary value (primary metric).  

    For instance, if your primary metric is total  sales, you can also choose to display the maximum and minimum sales values alongside the main value by selecting the appropriate template. 

    Upto two secondary values could be displayed along with the primary value based on the template you choose.  

     

    ManageEngine Analytics Plus also allows you to format the data as you would do table column usin the Format link. To know how to format a column, refer here. 

    The Filters Tab

    In the Filters tab, you can filter the data as required, by dropping the columns into the filters area and selecting the appropriate values.

     

    The Settings tab

    The Settings tab provides option to format the widget. With this you will be able to customize the label name, font and the comparison indicator pattern.

     

    The following are the setting option available.

    • Primary Value- This section provides options to customize the primary value displayed.  
      • Label- You can customize the following aspects of the label. 
        • Name -  Specify the name to be displayed as  label. 
        • Font - Customize the font style of the label as needed.  
      • Value - Customize the font style of the value displayed. 
    • Secondary Values- This section provides options to customize the secondary value.  
      • Label - Specify a data to support your primary value in this field. 
    • Comparison Indicator  - Using this you can configure the indicator icons and color that are to be shown in the widget when the Primary value is greater than or equal to 0. And when its less than 0. 

    Parameterized Format

    ManageEngine Analytics Plus allows you to specify Labels for both Primary Value and Secondary Values in a parameterized format, enabling you to display dynamic values in the dashboard widget.

    The following is the given format to specify a parameterized format.

    ${ColumnName}.LABEL -  Refers to the default label of the column used.
    ${ColumnName}.VALUE - Refers to the corresponding functional value of the
    column used.
    ${OPERATION} - Refers to the corresponding Show Value As operation.

    Editing the widget

    Whenever required, the widget can be edited. Hover the mouse on top of the widget till a menu bar appears, and click the Edit option. The Widget Editor will
    open. You can modify the settings as required. 

    Adding Formatted Text, Images & HTML

    ManageEngine Analytics Plus allows you to enhance your dashboard by adding rich formatted text, images and HTML content to enrich your dashboard with relevant contextual information and styling.

    To add text:

    1. Select Add Text option from the toolbar or double click on any point in the Design Area.
    2. Enter the content in the Text Editorthat opens.

       

    3. You can insert an image by clicking image icon.
    4. You can also insert content using HTML editor. Will be useful to insert any Web components like Youtube video etc.,.

       

    5. Click Insert button.

     

    Adding User Filters

    ManageEngine Analytics Plus allows you to include dynamic filtering capability in the dashboard view mode using the User Filter option. This enables viewers of the dashboard to apply filters dynamically and view the required information. You can add User Filters to the entire dashboard or for the individual reports embedded as required.

    The following sections explain how to add User Filters.

    User Filter for the Dashboard

    To add User Filter to the Dashboard:

    1. In the Edit Mode User Filters section will be available. Click Add User Filter button.
    2. Columns from all tables used in the views of the dashboard will be listed in the column panel at the left. Drag and drop the required columns to be used as user filters.
    3. Editing user filter column is similar to editing user filter for charts (or pivot table or summary view).

     

    Auto Add User Filter

    ManageEngine Analytics Plus allows you to add existing user filters that have been added to a report to be automatically added for the dashboard too.

    This is a easy & convenient way to add users filters to a dashboard, without the need to repeat the task of user filter creation again.

    To achieve this:

    1. Select the Auto Add User Filter check box from the User Filters field.
    2. Add reports with existing user filters to the dashboard. User filters in these reports will be automatically added to the dashboard.

    Columns Not Related

     

    ManageEngine Analytics Plus will display an alert over a user filter column (refer to the image below), when you delete all the reports that uses this column from the dashboard. This helps you to easily identify columns which are no more relevant in user filters and remove them. Hover your mouse over the corresponding column and select Remove from the highlighted options. You cannot save the dashboard without removing it.

     

    User Filters for the Individual Reports

    You can also add user filter for individual reports that have been added in a dashboard.

    To achieve this:

    1. Create a report (chart/pivot/summary view) with User Filter.
    2. Add this report to the dashboard. The Auto Add User Filter check box should be unselected.
    3. Hover your mouse over the added Report.
    4. Select the Show User Filter check box from the Options. Click Apply.

    User Filters will be added to the corresponding report alone.

     

    Layouting components in Dashboards

    ManageEngine Analytics Plus offers a wide range of options to customize the dashboard. With its drag and drop interface you can layout of the reports, widgets, user filters & formatted text as you need and create a visually rich dashboard quickly. You can do all these in the Edit mode of the dashboard.

    Reports specific customizations

    ManageEngine Analytics Plus provides context specific options to customize any report that you drop in a dashboard. These options will appear on mouse over.

     

      • Refresh: Using this option you can reload the report
      • Options: Various options will be listed under this based on the type of view/report.

     

    Refer to the following table for the setting available in this section.

    Option Description Applicable View Type
    Title Select/deselect this option to show/hide the corresponding report's title. All Views
    Description Select/deselect this option to show/hide the corresponding report's Description. All Views 2
    User Filters Select/deselect this option to include/exclude the Users Filters for the corresponding report.
    Users Filters allows users to apply selected filters dynamically to
    show only permitted subset of values in the corresponding view.
    All Views
    Legend Position Select the position of the Legend you need from the drop-down list. Supported positions are: Hidden, Right, Left, Top-Left, Top-Center, Top-Right, Bottom-Left, Bottom-Center and Bottom-Right. Charts
    Search Box Select/deselect this option to include/exclude search box for the table. Table
      • Expand/Contract: Using this option you can change the dashboard layout to single or double column display for the corresponding view in that row.

    Choose Expand option for single column display and Contract option, for double column display. When Contract is selected, you can resize the view.

    Use this option to create a Single or Double Column layout for a dashboard.

    • Remove: Using this option you can delete the view from the Dashboard.
     

    Copyright © 2016, ZOHO Corp. All Rights Reserved.