Dashboard for End Users

This topic introduces Logi Info end-users to the Dashboard. Dashboards present collections of visualizations so that you can quickly see analyses of your data. Depending on how it's been configured, you may be able to customize the dashboard to suit your needs.


Information for developers is available in Logi Info Dashboard.

About the Dashboard

A Logi "dashboard" is a collection of dashboard panels, each containing a data visualization (table, chart, gauge, etc.). Depending on how it's been configured, you may be able to customize it by adding, removing, or rearranging these panels on the browser page. Your dashboard may also be configured to have tabbed pages, so that different collections of dashboard panels can be viewed.

The visualizations in dashboard panels can be interactive, so you may have the option of varying the reporting criteria for them. Links within the reports can be used to drill-down and drill-through to detail data.

All in all, dashboards present a very flexible way of presenting a range of information that's easy to take in with a single glance.


 

A simple dashboard, with no user customization features, styled using the standard Signal theme, is shown above.

 

In the example above, we see a more complex dashboard which includes tabs and has end-user customization enabled.

The data used in Dashboard panel visualizations is based on "metadata". If the metadata changes, such as the removal of a column, the panel will display a warning about the missing column, instead of the expected visualization.

Now, let's get started using the Dashboard.

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Working with Dashboard Tabs

A dashboard can consist of a single collection of panels (a base page) or a series of tabbed pages, each with its own collection of panels. Dashboards can be configured by your developer to be static or adjustable. If a dashboard has been configured to be adjustableandto have tabs, then you can add, remove, and rearrange the tabs.
 

A dashboard with tabs will have one tab created by default. In the example shown above, an additional dashboard tab has been added. Tabs can be dragged with the mouse to rearrange them, as shown above.

Adjustable dashboards display this "gear" icon   on the selected tab; click the icon to configure their settings. To add a new tab to the dashboard, click the Plus Sign icon, as indicated above.

A tab's Settings pop-up menu, shown above, appears when its gear icon is clicked and allows you to add panels to the tab, change the number of columns being used in the tab, to rename the tab, and to remove the tab.

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Managing Dashboard Panels

Dashboard panels are the basic building blocks of the dashboard:

As shown above, dashboard panels have a Caption and content.

If a panel is adjustable, it displays a gear icon like this    in its upper right-hand corner; click it to configure the panel's settings.

Adjustable panels can be renamed (changing their captions), rearranged on in the dashboard or tab, or removed completely. If a panel has been created with parameters, you can adjust the parameter values or filter the data, affecting the panel content.

Your dashboard may have been configured with a default set of tabs and panels, so you're not looking at a blank canvas when you browse to it the first time.

Adjustable dashboards display a gear icon like this   on their base page or tabs. Click this icon to configure their settings and to add panels:

As shown in the example above, when the gear icon is clicked, a Settings pop-up menu appears. Its menu items vary depending on the dashboard configuration, but "Add Panels" is a common item. Click this item to display the Add Panels pop-up panel:

 

The Add Panels pop-up panel, shown above, displays the collection of panels that are available for your use in the dashboard. If the dashboard has never been configured before, this panel is the first thing that appears when you view the dashboard.

The list of available dashboard panels may include a thumbnail image, a title, a creation timestamp, and a description. Click the (1) Add button to add the panel to the dashboard or tab. After you add a panel, its Add button is replaced (2) with an "Added" label.

Dashboard panels can be configured by your developer for single or multiple instances, determining whether they can used multiple times or not. When configured for multiple instances, the same panel can appear more than once in a dashboard or tab. If the dashboard has been configured to allow multiple instances, then after a panel has been added, its Add button remains available and a count (3) of the number of instances already added is shown.

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Panel Re-Arrangement and Sizing

A dashboard or tab's layout usually consists of one or more columns and, if the dashboard is configured to be adjustable, you can drag-and-drop the panels into the columns and the arrangement of your choice.
 

If the dashboard is adjustable, then by using the dashboard or tab's gear icon and Settings menu, you can change the number of columns in a tab or dashboard, as shown above.

Adjustable layouts let you use the "splitter bar", described below, to adjust column widths. In this case, when the layout dialog box shown above appears, you're only asked to specify the number of panel columns you want.

You can drag a panel to a new location by clicking on its caption bar, as shown above (note the cursor change). As the panel is dragged into a different column or position, a yellow "drop zone" indicator appears to help snap the panel into its new location.

In a columnar layout, panels will automatically resize based on the width of the column they're dropped into, and the column's width is determined by the widest panel it contains. If the contents of a panel are widened, then the panel and its column will widen, too.

This is a change from panel behavior in previous versions! In a columnar layout, panels will automatically resize based on the width of the column they're dropped into. Column width is a fixed width, determined by the layout chosen and screen width. Panel content will be automatically scaled up to the maximum width that fits in the panel. In support of this change, charts in panels in columnar layouts no longer have horizontal resizing handles.
 

Using the Splitter Bar

You can change the widths of layout columns (and therefore panels) in dashboards that are configured to be adjustable by using the "splitter" bar:
 

Hover your mouse cursor over the vertical space between two dashboard panels, as shown above, and a gray splitter bar will appear and the cursor will change, as shown above.
 

Drag the bar right or left to the adjust panel widths, then drop the bar at the desired location. Visualization widths will automatically adjust to match the change in panel widths.
 

Using Free-form Layout

Depending on your application's configuration, a "Free-form Layout" option may also available. If it's enabled, you can resize and rearrange dashboard panels without regard to any predetermined columns:

In Free-form layout, shown above, any widths and placements can be achieved. When the mouse cursor hovers over a panel, "resizing handles" appear at its sides and bottom and these can be dragged to resize the panel. Internal panel scroll bars will automatically appear if the panel is made too small for its contents.

Panel side resizing handles no longer appear; use the splitter bar, described earlier, to change panel width instead.

Given that you may be able to customize a dashboard, it's useful to be able to save those customizations and re-use them in a future session. Your developer may have enabled an automatic "bookmark" mechanism for this, or there may be a link you have to click to save your settings.
 

Bookmark Undo and Redo

If the automatic bookmark mechanism is in use, Undo and Redo icons will appear beside the dashboard tabs, as shown above. You can click these to undo and redo actions you've taken.

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Filtering Dashboard Data

Dashboards can be configured with special features that allow you to filter the data used in dashboard panels, individually and globally.
 

Filtering Individual Panels

If filtering has been enabled, clicking the panel's "gear" icon will display a pop-up menu that has a Filter option.
 

This option will open the Panel Filter panel, as shown above. The controls displayed in it will depend on the view mode, Simple or Design, configured by your application developer.
 

In Design view, you can define and combine filters, using the controls shown above. Adding, changing, or removing filters will immediately filter the data in the dashboard panel accordingly.
 

Adding a Global Filter

You can also add a "global" filter, one that affects the data used in multiple dashboard panels at once. This type of filter functionality is automatically available when multiple dashboard panels have been configured for filtering.
 

The example dashboard shown above has two panels, each of which has been configured for filtering and whose visualizations use data from the ShipCountry column.
 


You can create a global filter by clicking the gear icon for the dashboard tab, as shown above, and selecting the Add Global Filters pop-up menu option.

The Global Filter panel will be displayed, as shown above. The controls displayed in it will depend on the configured view mode and have been explained earlier. Once a filter has been created, dashboard panels with visualizations whose data includes the filter's data columns will be filtered; those that do not include the filter's columns will not be filtered.

Filter descriptions, circled above, will be added to each filtered panel and can be clicked to re-open the Global Filter panel.

A global filter description will also appear at the top of the tab and can be used as a link to re-open the Global Filter panel. In addition, when you hover your mouse cursor over this description, the panels affected by the filter will be highlighted, as shown above.
 

When the Simple view mode is used, filters can be disabled by unchecking their checkbox. This causes the global filter description to be removed, but a filter icon, circled above, remains as an indicator that a global filter is defined and available for use. Clicking the icon will re-open the Global Filter panel.
 

Global Filtering using Chart Data Points

If your application has been configured to allow it, you can also create a global filter in a dashboard by selecting data points in a chart: 
 

Once again, we have an example with two dashboard panels, one with a chart and one with a table, shown above. When you click a bar in the chart, a global filter is created automatically and three other things happen:

  1. A Filter Description appears at the top of the dashboard tab. This can be clicked to edit the global filter.
  2. The color of the selected chart bar changes to indicate it's included in a filter.
  3. The data for the table in the second panel is filtered.

 Note how this is different from the previous global filtering example: the chart that was clicked is not filtered.

Clicking the same chart bar a second time will cancel the filter related to that data. Clicking another bar will add additional criteria to the global filter.

Clicking the Filter Description at the top of the dashboard tab will cause the automatically-generated Global Filter panel to be displayed. As before, the controls displayed in it will depend on the view mode, Simple or Design, configured by your application developer (only Simple mode is shown above).
 

For chart types that support it, you can also create a global filter by dragging the cursor to select a range of values, as shown in the Line chart above. This will create a global filter that includes the selected range of values.

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Editing Visualizations

If your application has been configured for it, certain visualizations shown in dashboard panels can be edited and then saved.
 

If this features has been enabled, you'll see an Edit option in a panel's gear icon drop-down menu, as shown above. If you click that option, a pop-up panel containing the original controls used to configure the visualization will appear. You can then change the visualization and save it back into the dashboard.

This feature depends on specific things about the source of the visualization so it's possible the Edit option might be available for some dashboard panels but not for others.

When editing a dashboard panel, the pop-up editing panel will contain an Analysis Grid configured with all the current settings for the panel content. You edit your panel content using it, with these restrictions:

  • The Analysis Grid's Filter tab will only be available when editing visualizations created in Info v12.7+.
  • No new charts or crosstabs can be created when editing, so their tabs will not be visible.
  • You may not delete or hide/close existing charts or crosstabs when editing them.
     

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Exporting Panel Content

Tables and crosstabs in dashboard panels can be exported to Excel or CSV, using the panel's gear icon drop-down menu:
 

Table data will be exported to a file of the appropriate format.

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