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Full Dashboard

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Last updated 2 months ago

Dashboards provide a consolidated view of your data and insights.

To create a Dashboard:

Go to Dashboard and click ‘Add New’.

Choose from Full Dashboard.

To make general settings for the dashboard, you can use the edit button at the top corner of the section that appears below. This will display the general dashboard settings on the properties screen.

Add Component:

On the screen that opens, press the “Add New” button to add a new component to your dashboard.

Select Element

Select the component you want to add

On the left side of the screen is the properties section. You can make settings related to the component you have selected from this section. You can also enter the connection information and SQL query that the component will use from this section. Enter the Name, Size, Region, SQL query information of the component you added. (E.g. Server Table) Select the Paging, Sorting, Filtering, Column Select, Report Design and/or Excel Export options and save.

Add Parameter:

On the screen that opens, press the “Add New” button to add a new parameter to your dashboard. Select Parameter.

Select the parameter you want to add

Enter name and programmatic name. You can use this parameter with the programmatic name in the queries you add afterwards. Example:

select * from orders where startDate >= @startDate

Layout and Design

Arrange the widgets in your dashboard and adjust their size and layout for optimal viewing.

Save and Share

Once you’re happy with your board, save it. You can then share it with other users or teams as needed.