Dashboards: Manager

The dashboard manager provides a list of all of the dashboards a user has configured for him or herself along with the ability to manage/edit or delete them.

Creating a Dashboard:

1.  Select Dashboards Mgr. from the My top menu option. 

2.  The My Dashboard Manager screen displays. Click Add New Dashboard from the side menu.

3. Choose the dashboard type.

4. Provide the required information. 

Note: The My Dashboards page will initially display your default dashboard.  When creating your dashboard, you can select whether the dashboard is default or not by using the Is Default drop down item. All other dashboards will be available from the dashboard drop down menu on the My Dashboards page (see the My Dashboards page of Wiki). 

5. Click Save to return to the My Dashboard Manager screen where a list of your dashboards (including the newly created dashboard) displays.

6.  To configure your dashboard once it has been created and saved, you can add Docks (See the Docks page of Wiki).

7.  My Dashboard Manager is accessible from several different screens as well on the side menu.

To Change/Manage your Dashboard:

Click Info or Layout for the dashboard to modify.

The Info screen will look exactly like the screen where you first created the dashboard.  Be sure to click Save to save any changes.

The Layout screen will allow the user to add Docks, Button Tiles, and/or Summary Tiles. 

Deleting A Dashboard:

Click Delete for the dashboard line item to remove.

If Delete is not available to be selected, click Manage link first and change Is Default to No. Save the changes. 

Once saved, Delete will be available.

When clicking Delete, a prompt will display to verify the to deletion of the dashboard. Click OK to proceed to delete it or click Cancel to return to the My Dashboard Manager screen.

STIMULSOFT GRAPHICAL DASHBOARDS


The New Stimulsoft Dashboard presents a top-in-the-class kind of modern dashboard with graphical elements to provide valuable information to the user at a glance. This dashboard can be used to compare various fields, show summary of various fields, etc.

Using the Stimulsoft Dashboard is like using the Stimulsoft Report in CobbleStone. Just like the Stimulsoft Reports, Dashboards generated with this tool will not enforce Application User Permissioning without the appropriate filters defined within the Dashboard. Hence, only System Admins can create new Dashboards.

To Create a New Dashboard :
Step 1 :  Go to your Dashboard
Step 2 :  Click on Add New Dashboard.
Step 3 :  Choose Graphical Dashboard.
Step 4 :  Type in a Dashboard Name, choose the various sections from which the data is to be collected for the Dashboard, and type in a description for the Dashboard.



Step 5 : Click on Create Dashboard button.
Step 6:  You’ll arrive on the Dashboard Designer page.



Step 7:  Expand the Data Sources to reveal all your fields.



Step 8 : Go to the Insert tab and click on the type of Graphical chart you need.



Step 9 : Once you click on one of the elements, go to the Design board and click where you want the graph to appear. The chart should appear where you clicked with a Drag & Drop data from dictionary box with it.



Step 10 : Drag one of the fields from the left side menu Data Sources to the box.



Step 11 : You can type in custom expression by clicking on the Edit icon on the Expression field (the last field in the box), where you can write your custom expression.



Step 12 : Click on the Close button in the expression box. Now you can resize the Graphical Element in the Designer view.

Step 13 :  Continue the steps 8 to 12 for other graphical elements that you need.

Step 14 : Once you are finished with the Design, press the Save icon and then press File > Exit to exit the Stimulsoft Dashboard Designer.



Step 15: The next screen will show the various details about the dashboard. At this screen, assign the newly created dashboard to the users (including the creator of the dashboard). This is because the dashboard won’t take user permissions into consideration.

Step 16 : You have created your awesome Graphical Dashboard!

CONFIGURATION of Graphic Dashboards

Admins may choose to Disable / Enable this feature in their system. To do so, go to :

Manage Setup > Application Configuration > Config Settings

In the dropdown box to select Configuration Group, choose General System.



You’ll see 1 App Config setting associated with this :

1)    Graphical Dashboard: Enabling this will enable the Graphical Dashboards for users.

For more information, please see the manual attached to this wiki article.