Dashboard Viewer

Description

The Dashboard Viewer renders one dashboard at a time and allows users to interact with the presented data. This includes drilling down, filtering and downloading data for more detailed analysis. The Dashboard Viewer provides users a “read-only” version of the output from the Dashboard Designer. Modifications to the dashboard template itself can only be done through the Dashboard Designer.

Accessing the Dashboard Viewer is done through the Dashboards management page interface or directly loading a specific dashboard’s URL (e.g. setting up a specific dashboard as default landing page or manually loading the dashboard URL on the browser). Accessing the Dashboard Designer is done through the Dashboard Viewer. Users, with the privileges/access rights, can easily toggle between the Viewer and Designer, as both are accessed through the same URL.

View Pages

A dashboard is organized in pages. By default, there would always be at least one page per dashboard.

Upon loading the dashboard, the first page (ordered starting from left to right) is rendered. Sorting is determined through the page properties configured through the Designer.

To view or navigate to another page, simply click on the desired page.

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View Interaction

Different views allow different kinds of interactions. For instance, hovering the cursor on chart view types would usually result in displaying the value of the component, whereas hovering over values on table view types would not result to anything.

Most of these interactions are also dependent on the configurations set through the Designer. The following are some of the most common and basic interactions available:

  • view chart values by hovering on chart components (e.g. bar on bar chart, cell on heat map, line on line chart)

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  • toggle display of data trace/groups through the chart legend

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  • a variety of other chart interactions provided by chart buttons
    • zoom in and out of the chart
    • pan across the chart
    • toggle spike lines
    • reset axes
    • download chart image as PNG file

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Filter Data

Like all other dashboard components, filters are also configured through the Designer. They are specifically configured through the controls component of the dashboard.

The control panel appears on the left side of the interface. This can be minimized or maximized, depending on the Ambience configuration.

To toggle the display of the panel, click on the “Open Filter Panel” button to the left of the first page to view the filters.

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To minimize the control panel, click on the “Close Filter Panel” button that also appears to the left of the first page.

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Controls are highly configurable: they can be configured to affect only specific views on specific pages and they can also be configured to affect all views across all pages. Assuming that the controls displayed are configured to filter data on the views displayed on the current page, filtering data can easily be done by selecting/keying in the desired values. Live updates are made after each change done to the controls. There is no need to click on a “Submit” button to put the selected filter values into effect.

There are two controls, both affecting the bar chart and Sankey diagram, as shown in the example below:

  • Education Level
  • Salary Range

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If Education Level must be filtered to display only the first two options, deselecting the other three options would result in re-rendering the charts three times as updates are made live.

After deselecting the fifth option:

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After deselecting the fourth option:

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After deselecting the third option:

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Note that there are also some controls that require explicitly enabling its fields to apply the values. These also allow flexibility to partially apply a filter. This is usually available for controls that have more than one input values (e.g. to and from).

These types of controls have checkboxes preceding the input fields. If the checkbox is not ticked, this indicates that the field is not applied.

The value entered in the example below is not applied because the checkbox preceding the “From” field under the “Salary Range” control is disabled.

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The affected views, both views in this case, are re-rendered after enabling the “From” field.

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Refresh Data

A manual data refresh button is provided. This is particularly useful for fetching new data if there is no data polling in place or if there are new updates to the data.

To refresh the data, click on the “More Actions” button to the far right of the dashboard pages. Click on the “Refresh” option.

Refreshing the data reloads the data used on the current page. If the same datasets are used on other pages, the updates would also get reflected when rendering the updated data on those pages.

Make Personal Copy

This function allows you to clone a dashboard from other users. It will only appear if the selected dashboard is not owned by you.

To copy the dashboard, click on the “More Actions” button to the far right of the dashboard. Click on the “Make Personal Copy” option.

A copy of the dashboard is created under your ownership.

Presentation Mode

The Viewer also supports displaying the dashboard without its headers, which includes the dashboard page page panel. This is particularly useful when the dashboard is to be used mainly for projecting the data (e.g. on a video wall).

Click on the “More Actions” button then select the “Presentation Mode” option. The Ambience header and the page panel are temporarily hidden from the view, displaying only the dashboard.

If slideshow is enabled, the dashboard pages included in the slideshow are displayed in set intervals, following the set slideshow page order. If the user is on a dashboard page that is not included in the slideshow, the current page is displayed first, followed by the first page in the slideshow page order. Otherwise, the slideshow would start on the current page, followed by the next dashboard page on the slideshow sequence.

To revert to the default view, click on the “Stop Presentation Mode” button on the upper right corner of the screen.

Printable Mode

You can print your dashboard page into PDF. To do so, select the desired dashboard page, click on the “More Actions” button to the far right of the dashboard pages. Click on the “Printable Mode” option.

The “Print” page will appear (without the headers and filters), resized to A4 size. The dashboard is now resized based on A4 size.

To print the dashboard page to PDF as per displayed, click on the “Print” button to open the browser print dialog box. Select accordingly and print to PDF. Clicking on the “Close” button will close the “Print” page and brings you back to the dashboard page.

As the PDF is sized as A4, the views in the dashboard page may be small and hard to view in the PDF. To enlarge the views, you can select the “Single Column” checkbox in the “Print” page.