How to Create Dashboards
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Table of Content
1. Introduction ... 3
2. What you need before you start ... 3
3. Introduction ... 3
3.1. Open dashboard Example 1 ... 3
3.2. Example 1 ... 4
3.2.1. Instruction in the right-hand panel ... 4
4. Example 2 – 5 ... 5 5. Menus ... 6 5.1. Home ... 6 5.2. Data Source ... 6 5.3. Data ... 6 5.4. Design ... 6 6. Miscellaneous ... 7 6.1. Format field ... 7 6.2. Delta ... 7 6.3. Master filter ... 7
6.4. Settings, Client Filter ... 8
6.5. Client filter when dashboard is used via web browser ... 8
6.6. Calculated Field ... 9
6.7. Data Source Filter ... 9
6.8. Data Edit Filter ... 9
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1.
Introduction
This is an introduction to how to create and modify dashboards.
2.
What you need before you start
Before you start you need to have the GADD Dashboard Express that includes the GADD
Dashboards Builder. You can e.g. download the trial version from gaddsoftware.com. It
includes dashboard samples and also sample data source using MS Access and MS Excel.
Link to download trial version:
http://dashboardexpress.gaddsoftware.com/
Link to tutorial videos:
http://gaddsoftware.com/video/
3.
Introduction
Start GADD Dashboard Builder. It will start with displaying an introduction.
3.1. Open dashboard Example 1
Open the first dashboard, Example dashboard 1. Click on “Open” and open dashboard file:
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3.2. Example 1
3.2.1. Instruction in the right-hand panel
Try the functions defined in the: Description, Easy Actions and Advanced Actions.
Video session 3 uses example 1.
Link to instruction videos:
http://gaddsoftware.com/video/
Description video session 3
The Payment Pie shows payment type distribution and the City Grid below it shows order metrics per city.
The pie and grid are connected via master filter.
Data comes from GADD_EX_A_EXCEL_1.xlsx, located in the data folder. Columns from the file
are available in the tree on the left.
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Easy Actions:
Click on a slice in the Pie to show the grid data for the specific payment type.
Click on a row in the Grid to show the distribution of payment types in the selected city.
Click the filter cross icon in the top right corner of an element to clear its selection filter.
Use the Design menu to change layout & design.
Click on View in Browser. (First time view takes a couple of seconds extra.)
Advanced Actions:
Use the Data menu to edit filter options.
Select the grid and change data items by drag and drop.
Click on the symbol to the right of a data item to use it as a Dimension, Measure, Delta,
Sparkline etc.
Hoover a data item and click the arrow to change format and aggregation method.
4.
Example 2 – 5
There are more examples. Please try them. There are videos that uses example 2 - 5.
Link to tutorial videos:
http://gaddsoftware.com/video/
Session 3 - Using Example 1 (5 min)
Session 4 - Using Example 2 (4 min)
Session 5 - Using Example 3 (3 min)
Session 6 - Using Example 4 (4 min)
Session 7 - Using Example 5 (3 min)
Session 8 - Using Example 4 (4 min)
Session 9 - Using Example 4 (4 min)
Session 10, part A (6 min)
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5.
Menus
5.1. Home
New, Save and Open dashboard files.
Pivot, Grid, Chart, Pies, Gauges, Cards, Maps, Range Filter, Image and Text box are
elements to use in the dashboard.
Convert To is useful when you want to connect e.g. to another element. E.g. convert
from grid to chart, card etc.
Title to define a title for the dashboard.
Preview to display the dashboard in a windows form.
View in browser to display the dashboard in your web browser.
Settings to define client filter that steer what data is retrieved from the database to the
dashboard.
Help to go to the GADD Software help and learning site.
5.2. Data Source
Create new connection to data source; SQL Server, Oracle, MS Access etc. Note that
you need the db provider to be installed if you use e.g. Oracle, ProgreSQL or other 3rd
party db.
Edit connection query. Select tables, views, columns available via the connection query.
Define joins and alias.
Add Calculated Filed and Parameters.
Edit Filter to define a filter that user of dashboard cannot change.
5.3. Data
The Data menu has different options depending on the element type. Common options are:
Edit Filter for element.
Defined single or multiple master filter, drill down for elements.
5.4. Design
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6.
Miscellaneous
6.1. Format field
Format how the data is displayed in the element.
6.2. Delta
The delta function is quite useful.
6.3. Master filter
Master filter is an important feature to make filtering in one element apply for other elements
in the dashboard.
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6.4. Settings, Client Filter
Settings to define client filter that steer what data is retrieved from the database to the
dashboard.
6.5. Client filter when dashboard is used via web browser
The parameter you define via the Client Filter will be available for the user via the web
browser.
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6.6. Calculated Field
With calculated field you can create a new field based on the existing and using advanced
functions.
6.7. Data Source Filter
With the Data Source Filter you can define a filter that applies to the data source. It will steer
what data is retrieved into the dashboard.
6.8. Data Edit Filter
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