Advanced graphical dashboard

The advanced graphical dashboard works on the same basis as the graphical dashboard, with one difference: the filter is present per graph and not per dashboard.

The main advantage of the advanced graphical dashboard is that you can display graphs with different source folders on the same dashboard.

 

Rights and Access:

“Pilot” rights are required to create and edit an analytical dashboard.

Other users can see it in their “Report” menu once it has been shared with them.

Creation:

Click on “New Dashboard”

Select the “Advanced Graphic Dashboard” type

Give your dashboard a name, which will appear in the drop-down menu

Specify the users with whom you wish to share your read-only dashboard

Validate your creation

 

Editing and Modifying the Dashboard

Once your dashboard has been validated, you can start filling it in. The next time you log in, access your dashboard from the “Reports” menu and the drop-down menu.

Here’s what you can do:

• Change name: You can change the name of the dashboard at any time.
• Choose the users you wish to share it with
• Editing and saving changes: To make content or configuration changes, click on “Edit”. Remember to save your changes by clicking on the icon again. Make sure you switch back to reading mode before leaving the page.
• Deleting the Dashboard: Please note that any deletion is permanent. Before deleting your dashboard, please consider the following points

Graphics configuration

Now that you’ve created your dashboard, you can add graphs to it. Unlike the graphical dashboard, here there are no filters displayed on the dashboard, as they are integrated into each graph.

Step 1: Switch to edit mode by clicking on the edit icon

 

Step 2: Select “graphic” in the design block

 

Stage 3: Naming and identifying source data

In the first “filter” tab, select the folders (source data)

You can then filter by :

• Folder themes
• Action responsible
• The status of actions
• The date of completion of the actions

 

Step 4: Choose the type of graph

In the second tab, “Graph”, select the type of graph you want (see “Graphical dashboard” for details of the different types of graph).

You can then choose the actions allocation method according to :

• the values of a custom field
• those responsible for actions
• completeness of applications*.
• the status of actions by folder*.
• actions by person responsible by folder*

*These breakdowns are only possible with a bar chart graph.

You can then refine the graph with a wide choice of colours and sorting options.

 

Step 4: Save

 

For more details on the possibilities offered by the dashboard, please refer to the “graphical dashboard” and “dashboard tips and tricks” pages.