Building Dashboards

Dashboard Builder Overview

SERIES INFORMATION The Dashboard Builder series contains the following articles. Dashboard Builder Overview [this page] Creating a new dashboard Editing your dashboard Adding a widget Creating widget filters Customising widget interactions Date picker widget Select box widget Tile widget Table widget Time series chart widget Categorical chart widget XY scatter chart widget Radar chart widget Matrix […]

Creating a new dashboard

Before creating a new dashboard, you should decide which event form will provide the data that your dashboard will use. Dashboards can use data from more than one event form, but you’ll need to have one in mind to start with as a dashboard can’t be created without a data source. You’ll be able to […]

Editing your dashboard

The Dashboard tab is where you’ll preview your dashboard, add new components and adjust the properties of each component.  All dashboards make use of these components: Canvases: a page of your dashboard is called a canvas. Sections: each canvas contains sections. Widgets: widgets are interactive dashboard elements for filtering or visualising data. Canvases Dashboards can […]

Adding a widget

Widgets are used to show data to your audience and let them interact with your dashboard. You can use the charting widgets (time series widget, categorical chart widget, XY scatter chart widget, radar chart widget and pie/donut chart widget) to plot data from the event forms you’ve added as data sources. To show readers specific […]

Customising widget interactions

Most widgets contain properties that allow you to specify how people can interact with the data shown in your dashboard. These properties are contained in several parts of the sidebar, depending on the type of widget you’re using. The widgets that support interactions are: Tile: use the interaction properties to set up record cards and click-through […]

Creating widget filters

Most widgets are filterable. This means you can filter the data displayed in a widget according to choices made using the date picker or select box widgets. You can also set custom values that you want use as a filter for other widgets. You can create, edit and view filters by accessing them in the […]

Date picker widget

The date picker widget lets the dashboard user choose a single date using a calendar pop-up. The purpose of this widget is to act as a filter for other widgets. You can add two date picker widgets, for example, to use as the start and end dates for a chart. In the sidebar General: use the […]

Select box widget

The select box widget lets the dashboard reader make a selection from a dropdown list. The choices in the dropdown can be text, numbers or dates. The select box can be used as a filter for other widgets, similar to the date picker. In the sidebar General: use the general properties of the sidebar to […]

Tile widget

You can use the tile widget to visualise a single value. This widget can only display data from a single data source. In the sidebar General: use the general properties of the sidebar to add a name and subtitle for your tile or adjust the widget’s appearance. Choose whether the title of the widget should be displayed. If […]

Table widget

You can use the table widget to create a report within your dashboard. This widget can display data from one data source as multiple columns. In the sidebar General: use the general properties of the sidebar to adjust the widget’s general appearance. Choose whether the title of the widget should be displayed. If you enable this, then […]