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,

The functionality from the existing dashboards remains but in fewer separate widgets. Below you find an overview of the available widgets and how they map to the widgets of the old dashboard.

Create a new dashboard

Data collection dashboard

As the first step of configurating a dashboard, the dashboard needs to be created.

1. Access the Data Collection Settings of the data collection for which you want to create a dashboard,

2. Go to Layout tab and enable the Dashboard Flag,

3. Click the Save Button. After saving the settings, the dashboard tab will be displayed in the Data View.

4. Enter a name for the dashboard and

5. click on Create.

ADD SCREENSHOT

Global dashboard

1. Go to the link [insert tenant here].mainlevel.de/01/layouts/dashboards

   

    

2. Click on the Add Button

3. Fill in the information. Be sure to select ‘Next Generation (Beta)’ for Variant!

4. Click on Create

Dashboard editor

To enter the dashboard editor:

1. Click on the Additional Settings Button and Edit Dashboard.

    

   

2. ADD something about the columns

3. 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.

   

    

4. Click Apply.

5. After creating all Dashboard Items, you need to set the layout and arrangement of the items (see below).

6. 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.

1. Click on the Additional Settings button and Edit Dashboard on the top right corner of the dashboard page.

   

2. On the Edit Dashboard page, click again on the Additional Settings button and Edit Filters.

   

3. 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.

   

4. After you have filled in the information, click Apply.

5. You will then see your new filter in the Edit Filter table. Click Apply again.

6. For the filter to work, it needs to be mapped to the charts that you want to use it for.

7. Start the mapping by clicking on the Filter mappings icon of a chart on the Edit dashboard screen.

   

8. A dialog window opens listing the aggregation / calculations for your chart. Click on the Edit icon.

   

9. 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.

   

10. In our example we want to filter by sector so you have to find the Sector in the tree sctructure and Apply.

    

11. 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.

12. 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!