Create a New KPI Dashboard

In order to be able to view a KPI Dashboard, first you must create it in the KPI Dashboard Editor page

The Dashboard Editor is used for:

  • Setting up the amount of Dashlets to be seen on a Dashboard (Placeholders)

  • Setting the type of Dashlet to be seen in each Placeholder

  • Setting the defining configuration of the Dashlet

Stage 1:

  1. Click ‘Set Up’ in the Control Bar

  2. Click ‘KPI Dashboard Editor’ in the Page Tree

Note: the Function Buttons

Hovering over the ‘Dashboard’ button reveals the following:

  • ‘New’ – create a new Dashboard Template

  • ‘Load’ – edit a current Dashboard

  • ‘Save’ – save a dashboard Template

  • ‘Delete’- delete a Template

Hovering over the ‘Design’ button:

  • Add Dashlet – adds a dashlet to a Template

  • Remove Dashlet – removes a dashlet from the Template

  • Modify Rows/Columns – adjusts the amount of Rows and Columns in a Template

 

  1. Hover over the ‘Dashboard’ button:

a). Click ‘New’ to reveal the Pop Up

  1. Give the Dashboard a Name and a Title

  2. Adjust the rows and columns required in the template using sliders and dragging them to the desired quantities

  3. If required, share the KPI Dashboard with a User Group by clicking open the ‘Share with User Group’ drop box and clicking the appropriate Group. His will enable all Users in that Group to see that dashboard

  4. If required and if no. 6 has been selected, de-restrict other users from modifying the settings of the dashboard by checking the     checkbox.

  5. Click ‘Create New Dashboard’ to save

a). Click ‘Cancel Changes’ to cancel the action.

Stage 2:

Now you must modify the appropriate Dashlet to use in each of the Placeholders creates in the Rows and Columns in step 5 above.

  1. Hover over the ‘Design’ button an click ‘Add Dashlet’ to reveal the pop-Up:

  2. Select the Dashlet Type from the ‘Dashlet Type Field’ (see below table)

  1. Enter the Row and the Column the Dashlet is to exist in

  2. Click ‘Add Dashlet’ to save

a). Click ‘Cancel’ to cancel the action.

Stage 3:

Define what the Dashlet measures:

Dashlet Types – Hi Low KPI, and Gauge 1 ONLY

  1. In the new Dashlet, click the    button.

a). On the Hi Low KPI, and Gauge 1 ONLY – click the Options button to reveal the Pop Up:

 dashboard
  1. Fill in the fields as required.

  2. Click ‘Apply and Save’ to save. (Apply Only will allow changes to be viewed but not saved)

Dashlet Types – High Mid Low and Gauge 2 ONLY

  1. In the new Dashlet, click the    button.

a). On the High Mid Low and Gauge 2 ONLY – click the Options button to reveal the Pop Up:

 dashlet-table

  1. Fill in the fields as required.

  2. Click ‘Apply and Save’ to save. (Apply Only will allow changes to be viewed but not saved)

Dashlet Type – Number Dashlet ONLY

  1. In the new Dashlet, click the    button.

a). On the Number Dashlet ONLY – click the Options button to reveal the Pop Up:

 

13
  1. Fill in the fields as required.

  2. Click ‘Apply and Save’ to save. (Apply Only will allow changes to be viewed but not saved)

  3. Repeat the above for every Placeholder in the Dashboard Template

  4. IMPORTANT: Hover over the ‘Dashboard’ button and click Save to save the dashboard template.

  5. Repeat this action to create multiple dashboards

Note: As Dashboards are User Defined, you cannot create new dashboards for other people.