Dashboard Setup

Setting up dashboards for portals with Data Views and Data Collections

Dashboard Setup 

Get to it from the Reports menu: 

A Data View defines the data and format of a chart to be displayed. 

A Data Collection defines a collection of Data Views (charts) and which admin group(s) should have the collection on their dashboard. 

An admin’s dashboard will show all the Data Collections assigned to it, without repeating any Data Views. 

How to Set Up the Dashboard 

The actual database views needed must already exist. A list can be found in the Reports menu under Queries (add or edit a query, and see the list of tables and views at the bottom left).  

NOTE: Some behind-the-scenes setup may be needed for your portal before the dashboard will work without causing other errors. Please contact us before implementing your admin dashboard if you are not sure. 

1. Create Data View(s). On the Data Views tab, click Add a New Data View.                 View ID, Description, and DB View are required. If needed, you can enter a Join statement or Where statement that will be incorporated into the DB View to build the dashboard chart. At the bottom, choose the chart type, then click Save. The three chart types available are: 

1. bar (horizontal bars) 

1. column: single-series (vertical bars) 

1. column: 2-series (for specific views where there are two variables, so two different colors of vertical bars are used).  

1. Create Data Collection(s). On the Data Collections tab, click Add a New Data Collection.  Give the collection a unique name, then choose which Data View(s) you want to be included and which admin group(s) should have this collection on their dashboard. Click Save.  

1. Make the welcome message point to the dashboard. Copy and paste the blue text below (including braces) into the welcome message field on the admin group’s info page: {goto:/pagebuilder/showpage.cfm?pagedef=admdashboard2}