A new and improved ‘Next Generation Dashboard’ was released in October 2021. All new tenants will use the new dashboard by default and tenants that already have dashboards in use can replace them with the new dashboard, .
Some of the benefits of the new dashboard include:
Easy drag & drop feature for resizing and moving your cards in dashboard edit mode
New flexibility for using various different sized cards to fill your dashboard
Possibility to predefine custom layouts for different screen sizes
Updated look and feel
The functionality from the existing old, standard dashboards remains the same but in fewer separate widgets. Below you find an overview of the available widgets for the new dashboard and how they map correspond to the widgets of the old standard dashboard.
Next Generation Dashboard | Old Standard dashboard |
|---|---|
Button | Button |
Chart | Chart Number Text |
Content | Content |
Indicators | Indicators |
Indicator details (redesign) | Indicator details |
Last DC Updates | Last DC Updates |
Messages | Messages |
Next DC Updates | n/aNext DC Updates |
Spacer (enhanced with option for text) | Spacer |
Welcome | Welcome |
Create a new Next Generation dashboard
Data collection dashboard
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Global dashboard
Go to the link [insert tenant here].mainlevel.de/01/layouts/dashboards.
Click on the Add Button.
Fill in the information. By default all dashboards are now created as Next Generation.
Click on Create.
Name | Description |
|---|---|
Code | Reference code of the dashboard |
Name | Name of the dashboard |
Variant | Selection between old and new dashboard |
Unit |
Data collection dashboard
| 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 belowabove) 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
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horizontal navigation.
Enter a name for the dashboard
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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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Name
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Description
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Code
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Reference code of the dashboard
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Name
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Name of the dashboard
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Variant
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Selection between old and new dashboard
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Unit
.
Click Create.
Dashboard editor
| 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
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Edit Dashboard.
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If needed, you can define and save different layouts for different screen sizes. At the moment the ‘SM’ covers all small screens (up to 959px) and ‘MD’ all big screens (960px and wider).
Click on the Add Button to select a new dashboard item.
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Click Apply.
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After creating all Dashboard Items, you need to set the layout and arrangement of the items (see below).
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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.
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Click on the Additional Settings button and Edit Dashboard on the top right corner of the dashboard page.
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On the Edit Dashboard page, click again on the Additional Settings button and Edit Filters.
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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.
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After you have filled in the information, click Apply.
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You will then see your new filter in the Edit Filter table. Click Apply again.
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For the filter to work, it needs to be mapped to the charts that you want to use it for.
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Start the mapping by clicking on the Filter mappings icon of a chart on the Edit dashboard screen.
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A dialog window opens listing the aggregation / calculations for your chart. Click on the Edit icon.
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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.
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In our example we want to filter by sector so you have to find the Sector in the tree sctructure and Apply.
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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.
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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:
Depending on the widget, there are different settings available: Chart, Item, Filters and Layout. More on the different settings tabs here (ADD LINK).
Once you have added all your widgets, click on the Save Button.
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.