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Next Generation Dashboard | Old dashboard |
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Button | Button |
Chart | Chart Number Text |
Content | Content |
Indicators | Indicators |
Indicator details | Indicator details |
Last DC Updates | Last DC Updates |
Messages | Messages |
Next DC Updates | n/a |
Spacer | Spacer |
Welcome | Welcome |
Create a new
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Data collection dashboard
As the first step of configurating a dashboard, the dashboard needs to be created.
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Next Generation dashboard
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Go to Layout tab and enable the Dashboard Flag,
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Click the Save Button. After saving the settings, the dashboard tab will be displayed in the Data View.
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Enter a name for the dashboard and
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click on Create.
ADD SCREENSHOT
Global dashboard
Go to the link [insert tenant here].mainlevel.de/01/layouts/dashboards
Click on the Add Button
Fill in the information. Be sure to select ‘Next Generation (Beta)’ for Variant!
Click on Create
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| Info |
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The following steps are identical for both types of global and data collection specific dashboards. |
To enter the dashboard editor:
Click on the Additional Settings Button and Edit Dashboard.
ADD something about the columns
Click on the Add Button to select a new dashboard item. Go to Dashboard Items to find an overview of all available items and instructions how to set them up.
Click Apply.
After creating all Dashboard Items, you need to set the layout and arrangement of the items (see below).
Finally, click on the Save Button.
Filters for Dashboards
Dashboards for individual data pots have filters and each data attribute of the data pot can be configured to be a filter. These filters apply both to the dashboard and data views of a data collection.
Overarching dashboards do not have filters by default, but you can add them if needed. Below you will find the step by step instructions on how to do that.
Click on the Additional Settings button and Edit Dashboard on the top right corner of the dashboard page.
On the Edit Dashboard page, click again on the Additional Settings button and Edit Filters.
A new Edit Filter dialog will open and by clicking Add you get a popup where you configure your filter. Give the filter a name, choose the relevant Data Collection and select the path to the attribute you want to filter by.
After you have filled in the information, click Apply.
You will then see your new filter in the Edit Filter table. Click Apply again.
For the filter to work, it needs to be mapped to the charts that you want to use it for.
Start the mapping by clicking on the Filter mappings icon of a chart on the Edit dashboard screen.
A dialog window opens listing the aggregation / calculations for your chart. Click on the Edit icon.
On the Edit Filter Mapping screen you need to select the replacement path that directs to the same target data collection that the original filter points to.
In our example we want to filter by sector so you have to find the Sector in the tree sctructure and Apply.
Note that if there are some aggregations or calculations that you do not want to map, you can use the Ignore toggle on the Edit Filter Mapping screen.
After you are finished with the mappings, click on Apply on the Filter Mappings dialog window, and finally Save on the Edit dashboard screen and you are done!The widget you selected ('Chart' in our example) is added to the dashboard and you can resize it by dragging and dropping it by the bottom right corner.
You can also reposition the widget on the dashboard by dragging and dropping.
Next, to configure the widget, access the settings from the top right corner:
All the widgets on the new dashboard have a common header element that you can configure on the Edit Layout screen. You can also define the text and background colors here.
Additionally, there are widget specific settings to configure, such as Chart Settings from our example:
Once you have added all your widgets, click on the Save Button.
Data collection dashboard
As the first step of configurating a dashboard, the dashboard needs to be created.
| Note |
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If you are using the old dashboards and want to replace them with the Next Generation dashboard, then create the new dashboard as a Global dashboard (see above) and contact your administrator for moving the dashboard to the relevant data collection and disabling the old dashboard. |
Access the Data Collection Settings of the data collection for which you want to create a dashboard,
Go to Layout tab and enable the Dashboard Flag,
Click the Save Button. After saving the settings, the dashboard tab will be displayed in the Data View.
Enter a name for the dashboard and
click on Create.
ADD SCREENSHOT
Filters for Dashboards
Adding filters to the Next Generation dashboards works in the same way as with the old dashboards. You can find all the details here.