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Create a Dashboard

V8.3

Prerequisites

  • Create a dashboard suite.
  • Add the relevant queries to your data model.

Create a New Dashboard

In the Dashboard Suite canvas, click the Dashboards tab > New > Edit Details.

Properties Tab

Data Tab

  • Aggregation is only enabled for lookup table queries.
  • Drill Down: concatenate the process page that filters by the defined values.
  • Example: http://{flowtimeserver.com}/ProcessRecords.aspx?workflowSpaceId=09132f64-8d34-43a4-adcc-b842116e1c4c&ft&Customer=eq({fldCustomer})

Filters Tab

  • This section is only populated if the data query you selected contains filters.
  • Only In parameters display.
  • A common filter is the Rt.CurrentUser() parameter.

Sort Tab

  • Only available when you select a lookup table as the data source.

Format Tab

Use the advanced options to define formatting in JSON. The JSON formatting overrides the basic formatting.


Note: You can click-and-drag a dashboard beyond the tiles that appear on the canvas by default. The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.


JSON Example: Doughnut Chart

For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.

{
"chart": {
"caption": "Split of Revenue by Product Categories",
"subCaption": "Last year",
"numberPrefix": "$",
"paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" ,
"bgColor": "#ffffff",
"showBorder": "0",
"use3DLighting": "0",
"showShadow": "0",
"enableSmartLabels": "0",
"startingAngle": "310",
"showLabels": "1",
"showPercentValues": "1",
"showLegend": "1",
"legendShadow": "0",
"legendBorderAlpha": "0",
"defaultCenterLabel": "Total revenue: $64.08K",
"centerLabel": "Revenue from $label: $value",
"centerLabelBold": "1",
"showTooltip": "1",
"decimals": "0",
"captionFontSize": "14",
"subcaptionFontSize": "14",
"subcaptionFontBold": "0",
"useDataPlotColorForLabels": "1"}
}

V8.4-8.5

Prerequisites

  • Create a dashboard suite.
  • Add the relevant queries to your data model.

Create a New Dashboard

In the Dashboard Suite canvas, click the Dashboards tab > New > Edit Details.

Properties Tab

Data Tab

  • Drill Down: concatenate the process page that filters by the defined values.
  • Example:
    http://{flowtimeserver.com}/ProcessRecords.aspx?workflowSpaceId=09132f64-8d34-43a4-adcc-b842116e1c4c&ft&Customer=eq({fldCustomer})

Filters Tab

  • This section is only populated if the data query you selected contains filters.
  • Only In parameters display.
  • A common filter is the Rt.CurrentUser() parameter.
  • You can filter an analytics query using a query string parameter.
    For more information see Filter an Analytics Query Using a Query String Parameter.

Sort Tab

  • Only available when you select a lookup table as the data source.

Format Tab

Use the advanced options to define formatting in JSON. The JSON formatting overrides the basic formatting.


Note: You can click-and-drag a dashboard beyond the tiles that appear on the canvas by default. The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.


JSON Example: Doughnut Chart

For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.

{
"chart": {
"caption": "Split of Revenue by Product Categories",
"subCaption": "Last year",
"numberPrefix": "$",
"paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" ,
"bgColor": "#ffffff",
"showBorder": "0",
"use3DLighting": "0",
"showShadow": "0",
"enableSmartLabels": "0",
"startingAngle": "310",
"showLabels": "1",
"showPercentValues": "1",
"showLegend": "1",
"legendShadow": "0",
"legendBorderAlpha": "0",
"defaultCenterLabel": "Total revenue: $64.08K",
"centerLabel": "Revenue from $label: $value",
"centerLabelBold": "1",
"showTooltip": "1",
"decimals": "0",
"captionFontSize": "14",
"subcaptionFontSize": "14",
"subcaptionFontBold": "0",
"useDataPlotColorForLabels": "1"}
}

V8.6

Prerequisites

Before you create a dashboard, you need to:

  • Create a dashboard suite.
  • Add the relevant queries to your data model.

Create a new dashboard

  1. On the Dashboard Suites page, locate the dashboard suite to which you want to add a dashboard, and click the edit button ().The new dashboard already includes a tile with a bar chart.  You can remove it or edit it, and add additional charts.
  2. To edit the selected chart, click Edit Details.
  3. On the Properties tab:
    1. Name: Enter a significant name for the chart.
    2. Title: Enter the name to display on top of the chart when viewed in the Flowtime portal.
    3. Description: Add a short description of the data displayed by the chart. This text displays as a tooltip when the char is viewed in the Flowtime portal.
  4. Click Next.
  5. On the Data tab:
    1. Select the relevant query as the data source for the chart. 
    2. If relevant for the chart, set the X and Y axis.
    3. To add a link to the dashboard chart, under Drill Down, concatenate the process page that filters by the defined values.
      Example:
      http://{flowtimeserver.com}/ProcessRecords.aspx?workflowSpaceId=09132f64-8d34-43a4-adcc-b842116e1c4c&ft&Customer=eq({fldCustomer})

Tip: You can also use the Drill Down field to link the entire chart to a Flowtime page. For example, you can add the URL of the Active Processes page to a Number chart.
Copy the link and remove https:// and the server name:
Process.aspx?workflowSpaceId=a0923039-78ae-464f-92ad-ffb8d6fc3583&workflowId=b844cc9e-21ea-4fc1-bb06-bee6ce77726c3  

  1. Click Next.
  2. On the Filters tab, add filters to define the data displayed by the chart. 
    • The Filters tab is populated only if the data query you selected contains filters.
    • Only In parameters display.
    • A common filter is the Rt.CurrentUser() parameter.
    • You can filter an analytics query using a query string parameter.
      For more information see Filter an Analytics Query Using a Query String Parameter.
  3. Click Next.
  4. On the Sort tab, define the parameter by which the data will be sorted in the chart.
    • The Sort tab is available only when you select a lookup table as the data source.
  5. Click Next.
  6. On the Format tab, set up the chart look and feel:
    1. Display options: Select the elements to display on the chart.
    2. Legend: Define if the chart has a legend and where to display it.
    3. Color Palette: Set up the colors used in the chart.
    4. Use the advanced options to define formatting in JSON.
      The JSON formatting overrides the basic formatting.
  7. Click Save.

Note: You can resize a dashboard and drag it to a different location.
The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.

JSON examples

Create a doughnut chart

{
"chart": {
"caption": "Split of Revenue by Product Categories",
"subCaption": "Last year",
"numberPrefix": "$",
"paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" ,
"bgColor": "#ffffff",
"showBorder": "0",
"use3DLighting": "0",
"showShadow": "0",
"enableSmartLabels": "0",
"startingAngle": "310",
"showLabels": "1",
"showPercentValues": "1",
"showLegend": "1",
"legendShadow": "0",
"legendBorderAlpha": "0",
"defaultCenterLabel": "Total revenue: $64.08K",
"centerLabel": "Revenue from $label: $value",
"centerLabelBold": "1",
"showTooltip": "1",
"decimals": "0",
"captionFontSize": "14",
"subcaptionFontSize": "14",
"subcaptionFontBold": "0",
"useDataPlotColorForLabels": "1"}
}

Set green and red as the colors for positive and negative results  

{
"chart":{
"palettecolors":"d5534e,6ec672"
}
}

For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.