Sidebar Dashboard User Guide. Modified: June, 2013 Version 8.2

Transcription

1 Sidebar Dashboard User Guide Modified: June, 2013 Version 8.2

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3 Table of Contents INTRODUCTION... 4 AUDIENCE... 4 WHAT IS MITS DASHBOARD?... 4 Dashboards... 4 Dashboard Objects... 4 BEFORE YOU BEGIN... 4 WORKING WITH SIDEBAR DASHBOARDS... 5 CREATING A NEW SIDEBAR DASHBOARD... 5 MODIFYING AN EXISTING SIDEBAR DASHBOARD... 6 WORKING WITH DASHBOARD OBJECTS... 8 MODIFYING A DASHBOARD OBJECT... 8 DELETING A DASHBOARD OBJECT... 8

4 Introduction Audience This document is intended to instruct MITS Discover users in the use and creation of sidebar dashboards and dashboard objects from within MITS Discover. It is expected that the user has purchased MITS Dashboard or is evaluating MITS Discover. The user must have dashboard permissions enabled to effectively use this document. What is MITS Dashboard? MITS Dashboard is an add-on to MITS Discover. MITS Dashboard provides key business metrics at a glance by displaying the aggregated data of MITS Discover using simple, visual indicators to represent the data. For example, a stoplight could be used to represent a branch s year-to-date sales dollars, where it would appear green if the branch is meeting quota, and change to red when the branch falls below expectations. Dashboards A dashboard is a collection of indicators (called dashboard objects). They can be displayed in a collapsible pane on the left-hand side of the MITS Discover browser client (also known as a "sidebar" dashboard) or in the main MITS Discover screen (also known as a "full screen" dashboard). Dashboard Objects A dashboard object is an indicator made up from a combination of HTML, MWML (MitsWeb Markup Language), and MQL (MITS Query Language). Dashboard objects can contain a chart or graph, or information from an entire flash screen, a small section of a flash screen, or even a single cell. Before You Begin Here s what will need to happen before you can start using MITS Dashboard. All of these items are outlined in detail in the MITS Discover Installation Guide document. MITS Discover has been installed and licensed A MITS Dashboard license has been purchased and licensed MITS Dashboard has been initialized, and the required dashboard libraries, dashboard object libraries, and all associated security has been configured

5 Working with Sidebar Dashboards Creating a New Sidebar Dashboard To create a new "sidebar" dashboard, navigate to the Dashboards tab and click the button in the tool bar. This will take you to the Creating New Dashboard page. New Dashboard 1. Choose between Dashboard Object Libraries to view available dashboard objects. 2. Add dashboard objects to your dashboard by selecting a dashboard object from the Available Objects pane and then clicking Add to Dashboard. Add additional dashboard objects as desired. 3. You can edit ( ) or delete ( ) dashboard objects from this screen as well. 4. You can change the order that the dashboard objects will be displayed in by selecting a dashboard object from the Selected Objects pane and then clicking Move Up or Move Down. 5. Remove unwanted dashboard objects by selecting a dashboard object from the Selected Objects pane

6 and then clicking Remove. 6. Pick the dashboard library you wish to save the dashboard to with the Dashboard Library drop- down box. 7. Give the dashboard a name using the Dashboard ID text box. 8. Click Save to save your dashboard to the selected library. Modifying an Existing Sidebar Dashboard To modify an existing "sidebar" dashboard, navigate to the Dashboards tab and click the Modify button next to the dashboard to be modified. This will take you to the dashboard modification page. 1. Choose between Dashboard Object Libraries to view available dashboard objects. 2. Add dashboard objects to your dashboard by selecting a dashboard object from the Available Objects pane and then clicking Add to Dashboard. Add additional dashboard objects as desired. 3. You can edit ( ) or delete ( ) dashboard objects from this screen as well. 4. You can change the order that the dashboard objects will be displayed in by selecting a dashboard

7 object from the Selected Objects pane and then clicking Move Up or Move Down. 5. Remove unwanted dashboard objects by selecting a dashboard object from the Selected Objects pane and then clicking Remove. 6. Pick the dashboard library you wish to save the dashboard to with the Dashboard Library drop- down box. 7. You can change the dashboard name using the Dashboard ID text box. 8. You can set the dashboard to be the default dashboard to appear when you start MITS Discover by checking the Set as default dashboard check box. 9. Click Save to save your dashboard to the selected library.

8 Working with Dashboard Objects Modifying a Dashboard Object 1. Navigate to the Manage Dashboard Objects page on the Dashboards tab. 2. Click the Manage Objects button next to the dashboard object library where the desired dashboard object is stored. 3. Click Modify next to the dashboard object you wish to modify. This will take you to the Edit Object page. This page s appearance will change based on the type of dashboard object you selected. 4. Modify the fields as you would when creating a new dashboard object. NOTE: This can also be done from the Create Dashboard and Modify Dashboard pages. Deleting a Dashboard Object 1. Navigate to the Manage Dashboard Objects page on the Dashboards tab. 2. Click the Manage Objects button next to the dashboard object library where the desired dashboard object is stored. 3. Click Delete next to the dashboard object you wish to delete. NOTE: This can also be done from the Create Dashboard and Modify Dashboard pages.