Understanding Dashboard Suites

v8.3-8.4

Overview

The dashboard suite is a set of dashboards that you create according to a user's specific needs. You create, edit, and configure dashboards in the dashboard suite canvas.

To create a dashboard suite, navigate to Administration > Analytics > Dashboard Suites.

To design how the canvas displays, you click-and-drag each dashboard to the necessary size.

When you create a Grid tile, you cannot use spaces in the column name. You can customize the column display name to include a space using JSON. See the JSON sample below. 


Data Model

The data source that defines the dashboard.

  • Table
  • Lookup Table
  • Stored Procedure
  • Service
  • File


Edit Properties

  • Name
  • Alias
  • Description


KPI

Set key performance indicators for your team to set goals.


Set Permissions

Set permissions for the dashboard suite.


Data Set Structure by Chart Family

Chart Type
Data Set Structure
Pie
Doughnut
Column
Bar
Funnel

Category
Value
Cat1
20
Cat2
30
Cat3
50
Area
Line
Line Column
Stacked Column
Multi Series

Category
Value1
Value2
ValueN
Cat1
20
50
90
Cat2
30
60
100
Cat3
50
80
150
Grid
Category
Value1
Value2
ValueN
Cat1
Text1
50
80$
Cat2
Text2
60
100$
Cat3
Text3
80
120%

v8.5

Overview

The dashboard suite is a set of dashboards that you create according to a user's specific needs. There are two types of dashboard suites, HotOperations and Analytics. You create, edit, and configure dashboards in the dashboard suite canvas.

To create both types of dashboard suites, navigate to Administration > Analytics > Dashboard Suites. For more information about creating dashboard suites, see the following articles.

HotOperations Dashboard Suites

There are two source dashboard suites that you can duplicate in order to edit and modify for your environment. You cannot modify or delete the source dashboard suites. To create a new HotOperations dashboard suite, duplicate one of the source dashboard suites.

HotOperations Source Dashboard Suites

Dashboard Suite
Description
OpsManagerCasesDashboard
By default, this dashboard suite contains two dashboards, Board and OpsManagerCasesDashboard. These are the out-of-the-box dashboards that display in Flowtime.
  • Board: Top banner dashboard that displays on all Flowtime pages.
  • OpsManagerCasesDashboard: Case analytics dashboard that displays on the Dashboard page in Flowtime.
TeamLeaderDashboard
By default, this dashboard suite contains two dashboards, Board and TeamLeaderDashboard. These are the out-of-the-box dashboards that display in Flowtime.
  • Board: Top banner dashboard that displays on all Flowtime pages.
  • TeamLeaderDashboard: Task analytics dashboard that displays on the Dashboard page in Flowtime.

Dashboard Suite Canvas

To design how the canvas displays, you click-and-drag each dashboard to the necessary size.

When you create a Grid tile, you cannot use spaces in the column name. You can customize the column display name to include a space using JSON. See the JSON sample below. 


Data Model

The data source that defines the dashboard.

  • Table
  • Lookup Table
  • Stored Procedure
  • Service
  • File


Edit Properties

  • Name
  • Alias
  • Description


KPI

Set key performance indicators for your team to set goals.


Set Permissions

Set permissions for the dashboard suite.


Data Set Structure by Chart Family

Chart Type
Data Set Structure
Pie
Doughnut
Column
Bar
Funnel

Category
Value
Cat1
20
Cat2
30
Cat3
50
Area
Line
Line Column
Stacked Column
Multi Series

Category
Value1
Value2
ValueN
Cat1
20
50
90
Cat2
30
60
100
Cat3
50
80
150
Grid
Category
Value1
Value2
ValueN
Cat1
Text1
50
80$
Cat2
Text2
60
100$
Cat3
Text3
80
120%
About this Article
  • Created: 04/25/2017 5:27 am EDT
  • Last updated: 03/18/2018 7:07 am EDT
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