• Create a new dashboard

• Add widgets to a dashboard

• Duplicate dashboard widgets

• Edit dashboard widgets

• Create filters for dashboards

Dashboards can be either set up for an individual or several data pots. The latter case might be suitable to present overarching data.

There are a couple of differences in setting up the different dashboards and they are explained in the chapters below.

Create a new dashboard

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. By default all dashboards are now created as Next Generation.

   

4. Click on Create.

Data collection dashboard

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 horizontal navigation.

4. Enter a name for the dashboard.

   

5. Click Create.

Add widgets to a dashboard

To add widgets to a dashboard:

1. Click on the Edit Dashboard.

    

   

2. 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).

   

3. Click on the Add Button to select a new dashboard item.

   

    

4. Click Apply.

5. 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.

   

6. You can also reposition the widget on the dashboard by dragging and dropping.

7. Next, to configure the widget, access the settings from the top right corner:

   

8. Depending on the widget, there are different settings available: Chart, Item, Filters and Layout. More on the different settings tabs here (ADD LINK).

   

9. Once you have added all your widgets, click on the Save Button.

   

Duplicate dashboard widgets

If you want to add several dashboard widgets of the same type, let’s say number charts, you don’t need to create each widget from scratch. Instead, you can duplicate your widget and then change for example the aggregation, as needed.

Go to the dashboard edit mode and use the Duplicate button that you will see when hovering over a widget:

Edit dashboard widgets

You can edit your existing widgets directly from the dashboard view mode, without clicking ‘Edit dashboard’. Just hover a widget and click the Settings button to access the widget settings screen.

Go to the dashboard edit mode when you want to add or delete widgets and to change the layout of the dashboard.

Create 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!