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Creating a Dashboard

Summary | Guide | Creating a Dashboard | Panel Settings and Placement | Dashboard Settings | Tab Settings | Related Articles

Summary

Dashboards are an easy way to visualise report data. They allow you to create meaningful visualisations of different reports to help give detailed oversight of your Oneserve usage.

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Guide

Before you start to create a dashboard make sure you have first created some reports in the 'Analysis’ tool and added them to the 'Visual Gallery'.

Creating a Dashboard

Select ‘Author Dashboard’ from the home menu to access the Dashboard section

A dashboard consists of a collection of visuals (charts, gauges, and tables)- They're placed into dashboard panels and can be grouped on dashboard tabs, as shown below.

As you can see below, it's a collection of all of the visuals you've saved in the gallery. You can recognise them from their thumbnail images, and from the titles and descriptions you entered when saving them.

The Find control lets you filter the displayed visuals by typing in the full or partial title of a visual, and the Sort control lets you set the display order of the visuals by Newest, Oldest, or by Title alphabetically.

Each visual has an Add button that adds it, as a new panel, in the dashboard. You can add several new panels, one after another, if desired. Once a visual has been added, its button disappears and "Added" is displayed.

Panels can be removed from the dashboard using a control on the panel itself (see Panel settings and placement below). If a panel is removed, its visual will appear in the gallery with its Add button displayed again.

Each visual from your gallery also has a ‘Delete from List’ button, which deletes it from the gallery. 

Select ‘Done’ to close the Visual Gallery.

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Panel Settings and Placement

Each dashboard panel has its own settings icon:

The available options, shown above, allow you to change the panel title or remove the panel from the dashboard.

As shown below, panels can be re-arranged by dragging their title bar areas. When you do, the cursor changes to a drag cursor and a "drop zone" indicator (a yellow bar) will appear as you drag the panel toward a new location.

If the drop zone is above or between other panels, they'll move when the panel is dropped. The tab's layout setting controls where panels can be dropped, in columns or free-form.

When the mouse cursor hovers over a chart in a panel, resizing handles will appear. These can be used change the chart height and width -  if the chart is made tall or wide enough, the panel itself will expand too.

If the dashboard is configured with adjustable columns, the widths of these columns (and therefore panels) can be changed using the "splitter" bar:

Hover your mouse cursor over the vertical space between two dashboard panels, as shown above, and a grey splitter bar will appear, as shown above -  Drag the bar right or left to the adjust panel widths, then drop the bar at the desired location. Visualizations that don't have their Width attributes set will automatically adjust to match the change in panel widths.

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Dashboard Settings

Dashboard settings are configured by clicking the gear icon next to the dashboard title:

The available options, shown above, allow you to change the dashboard title, or to save a copy of the dashboard into your ‘My Items’ folder.

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Tab Settings

Dashboard Tab settings are configured by clicking the Gear icon next to the active tab title:

The available options, shown above, allow you to add visuals from the Visual Gallery, change the panel layout, rename the tab, or remove it altogether (if there is more than one tab) - the nearby icons let you add a new tab and undo/redo actions.

The Tab Layout, by default, is three columns of equal width, as shown above. Panels will fit into one of these columns. You can select up to eight columns, in equal and unequal widths.

You can also select a Free-form layout instead of using columns - this allows panels to be in any arrangement, even overlapping.

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Related Articles

Using Dynamic Filtering

Building Reports - Getting Started

Analytics Overview

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