Create a Web Dashboard

Once you have created reports, you can create Dashboards to display them. A Dashboard consists of pages called templates. Templates are made up of blocks. Blocks can contain the following objects: Report, Control, Control panel, Metric, Metric panel, Strategy map, External session, Text session.

To create a new web dashboard:

Note   After you create and save a dashboard, it is immediately available in the My documents folder.
  1. On the Main menu, click Dashboard design > Dashboard. A list of existing dashboards displays.
  2. Click the Add button icon green plus sign to create a new Web Dashboard. A new document opens and the Description tab displays.
  3. Enter a name and a description.
  4. Optionally, select Activate the type of comments to allow users to add comments when executing the dashboard.
  5. Select More details to display additional fields.

  6. Enter information in the following fields:
  7. Field Description
    Execution mode Select whether to execute the dashboard in interactive or snapshot mode.
    • Interactive: (default) Query the database each time the dashboard is displayed. Use interactive mode when you require a real-time view of the data.
    • Snapshot: Use a snapshot of data to display a dashboard. Snapshot mode allows you to display reports based on a large amount of data in just a few seconds. In snapshot mode, Web Dashboard records a history of the data at set intervals. A typical use case would be to display a Dashboard every morning based on the data loaded during the night. You can use a specific Task to generate the snapshot Dashboard, which is persisted in form of an XML file. When a snapshot Dashboard is displayed, the data is read from the XML. See Snapshot mode for reports and dashboards.
    Page layout

    Used for PDF exports.

    Entity

    Specifies the owning entity. The owning entity is a container with which the report is associated.

    Refresh delay Specifies how often the selected blocks are updated. If a negative number is entered, the dashboard will not be updated.
    Collaboration mode Select how comments are displayed.
    • Share (default): Each comment is visible to all users.
    • Information: Comments are visible only for child entities.
    • Report: Comments are visible only for parent entities.
    Filter's location Specify the position of the filters on when executing a dashboard. Several positions are available.
    Automatic filter validation Enables automatic refresh of reports and dashboards when you select a value from the filter pop-up. The filter pop-up should be fixed on the right or left side of the screen.
    Note  This option is only enabled if the Display automatic filter validation checkbox check box from Administration > System preferences > Ergonomy is selected.
    Show filter first

    Displays the filter prompt before the report to allow the user to set the filter values. Only applies when there are one or more user prompt filters.

    Export PDF as booklet Allows the Web Dashboard user to choose the layout of blocks in the PDF export.
    Version

    Version number of the object. Sentinel increments this number when the object is saved. This version number is used during XML export/import.

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