How do I setup Dashboards in IntelliFront BI?

Dashboards can be created and edited via the workshop menu. In this section, you can learn how to create each visual in Dashboards.

Reporting - Dashboards

Dashboards can be created and edited via the workshop menu.

• Go to Workshop and select Reporting.

• In Reporting, select Dashboards.

• Or select Dashboards from the card on the home screen.

 

• Click New Dashboards.

• Add Name: Give the Dashboard a unique name.
• Click the checkmark next to the name to save the name and to begin creating the Dashboard.

Data Source

• Create a Connection: Choose the type of database you are connecting to e.g. Oracle, Microsoft SQL Server. Then complete the login credentials.
• Select a Dataset: Choose a dataset from the drop-down list.
• Import Dataset: You can import a dataset to use in your dashboard.
• Export Dataset: Here, you can export a dataset to use in your dashboard. 
• Refresh Dataset: Choose this option if you wish to update your dataset before creating the dashboard.

• Additional Datasets (Beta): You can now select multiple datasets to create your dashboard. This allows for more information to be added so that you can analyze more data at once. 

Description and Tags

• Tags: Tags are optional and make it easy to categorize dashboards, e.g. if you want to create a Tag called financial for all financial dashboards.
• Description: Descriptions are optional but they can be used to explain what the dashboard shows.

Groups

• Use groups to determine which groups of people have access to which dashboard.

Act Menu

• Import Definition: This can be used to import a Dashboard definition so that the design is already there.

• Export Definition: This is used to share dashboard designs between teams in your organization.

Save Menu

• Save and Close: Save the Dashboard and returns you to the Dashboard main page.
• Save and Create Another: Save the dashboard and create another dashboard.
• When the dashboard has been saved successfully the following message will appear.

• All Saved Dashboard will appear on the main dashboard home screen.

Dashboard Context Menu

• Use the (…) option to Edit, View or Delete the Dashboard.

Creating a Dashboard

Create Custom Aggregation Functions

• Aggregated functions serve to create aggregated expressions. Along with predefined aggregations, the Dashboard supports custom aggregation functions. These can be created by a developer and access through the Calculated Field. 
• To access custom Aggregation Functions, first click on the Binding button. Then, under any data selection click on the (f) button. See below.  

• The Edit Calculated Field will show up and there you can enter whatever specifications your dashboard requires. 
• Name: Enter the name of the calculated field. 
• Field Type: In this section, any preferred field type can be selected.
• Box: Here, you can enter what functions you would like the dashboard to focus on. 
• Functions: In this section, you can choose what functions you need to incorporate. You can choose between Advanced, Aggregate, DateTime, Logical, Math, String, and Window. 
• Click Save. 

Trendlines

• Now, you have the ability to enhance your dashboard by adding a trendline. This feature allows you to visually analyze any trends that are present in your data. 
  
• After creating a dashboard, under Options, select Trend Indicators. 
• After selecting the (+), a pop-up will appear where you can add your trendline. 
  
  
• Here, you can find your Trend Indicator settings.
• Name: Give your trendline a name. 
• Type: Select if you would like your line to be a trendline, or a regression line. 
• Value: Select your value. 
• Value Level: Select your value level. 
• Display in Legend: Here, you have the option to choose whether or not you want the trendline to be displayed in the legend. 
• Legend Text: You have the option to modify your legend text.
• Dash Style: Here, you can decide if you would like your trendline to be solid, dotted, or dashed. 
• Color: Select or alter the color of the trendline. 
• Thickness: Here, you can change the thickness of the trendline. 
• Visible: Select whether or not you would like the trendline to be visible. 

Renaming a data source

• To rename a data source, click the three dashes in the top left corner. This brings up the dashboard menu.
• Click on Data Sources.
• Once your data source is displayed, you can hover over it to select the rename button.

• This box will pop up, allowing you to rename your data source with ease. 

• Once you selected a Dataset for your dashboard, click Edit Dashboard.

• Decide on which type of graph best suits the data you are going to be reporting on.

• Click on the Visualization data you would like to use.

Set Fixed Width and Height:

• To set a dashboard's fixed width and height, locate the bar above at the top of the dashboard. 
• Select Fixed for the Width (W) and Height (H).
• Enter the size you would like in pixels. 
• The fixed width and height are now set. 

Specify the Opacity Level:

• To change the opacity level in your dashboard, click on Options followed by Color Scheme. 
• Next, click on the pencil next to whichever color you would like to change the opacity level of.

• Under the color scale you will find a bar (see above) with a gradient scale. Here you can select the opacity level of any color on your dashboard.

Specify the Color Levels with an Alpha Channel:

• To change the color values with an Alpha Channel, click on Options followed by Color Scheme. 
• Next, click on the pencil next to whichever color you would like to change the color values of.

• Here,  you will have the ability to alter the Alpha Channel and therefore change your color value. 

To manage each visual:

• Grid
• Pivot
• Chart
• Treemap
• Pies
• Scatter Chart
• Cards
• Gauges
• Text Box
• Images
• Bound Image
• Geo Point Map
• Choropleth Map
• Bubble Map
• Pie Map
• Range Filter
• Combo Box
• List Box
• Tree View
• Group
• Tab Container
• Online Map
• Funnel 3D
• Web
• Polar Chart
• Gantt Chart

Other functionalities:

• Parameters
• Data Filtering

Viewing a Dashboard

• Once a Dashboard is created, click the View button on its context menu. 

• It will open a new tab with the Dashboard.

Set Theme

• Click Set Theme button to change the dashboards theme.

• Select a theme using the drop-down menu and click Set Theme. 

Share a Dashboard

• Click the share button.

Email

• Email: Enter the email address to share the Dashboard.
• Subject: Enter a subject for the email.
• Headline: Enter a headline for the email.
• Include link to the dashboard: Check this option to insert the link to the dashboard.
• Link requires login into Intellifront: Check this option to get a secure link to the dashboard.
• Click Share. 

Embed Link

• Require Authentication: Check this option to generate a secure link for the dashboard.

Your dashboard has been shared successfully. 

Export Dashboard

Clicking this option allows you to export your dashboard in the format of a PDF, an image, or an excel sheet.  

For PDF:

• Insert your File Name.
• Choose your Page Layout.
• Select your page Size.
• Check whether or not you would like to Show your Title.
• Enter your Title.
• Select your Scale Mode (if applicable).
• Check whether you would like to include Filters or Parameters. 
• Select your Position (if applicable). 
• Select Export.

Your dashboard will be exported.

For Image:

• Insert File Name. 
• Check whether or not you would like to Show your Title.
• Enter your Title.
• Select your Image Format.
• Enter your Resolution (in dpi).
• Check whether you would like to include Filters or Parameters. 
• Select Export.

Your dashboard will be exported.

For Excel:

• Insert File Name. 
• Select your Excel Format.
• Check whether you would like to include Filters or Parameters. 
• Select your Position (if applicable). 
• Select Export.

Your dashboard will be exported.

Inspect Data

You may view the aggregated and raw data that has been used for each dashboard visual. 

• Click the Inspect Data button.