3 Minute Feature : Episode 9 : Dashboards

A common staple of the Model driven app experience, my 9th video runs you through creating single and multi stream dashboards

Episode 9 : Dashboards

Transcript

Dashboards have 2 variants, those that are connected to an entity and those that are not. An entity dashboard, called Single Stream previouly, are designed for support desk users or similarly focused indviduals.  The multii stream dashboards are for more typical dashboard requirements, displaying MI for your users.

For an entity dashboard,  you need to start from an entity.

Use Entity, Dashboard, add dashboard, select one of the overview types, I have gone for 3 column overview, varied width.

You are presented with the dashboard edit screen. Give it a name and a view to use with the dashboard, remember this is for a single entity.

In the 3 panels at the top you can add 3 charts of your choice, from those available against that entity, and only system charts.

The stream is meant to be a focus area for a list of records to be displayed. Select a view, again for the same entity.

Select Save and close. In the user interface, if you got to the entity in question and select Dashboards, the new dashboard should be visible. It stats with the visual filter not displayed. This is the 3 charts we put in.

If you select any of the charts and drill down, the data in the other charts and the feed is filtered as well

In the top right of the dashbaord you can also alter the timeframe resulting in the records being redisplayed.

For the multi-stream dashboards, add a new dashboard direct from the solution. Here I chose a 3 column dashboard. The same editor appears. You can add components such as Charts, views web resources and even a timeline control. To make room for it, I will delete the 2 spots to the right, the add a timeline control. I can also then expand to fill the whole of the right of the frame.

Again save and close, to return to the solution view and ensure you publish all customisations.

In the user interface, our new dashboard is now available. The timeline fills out the far side and our other components are visible

 Like with Views, you can also create your own dashboards. Similarly, if you want to restrict the access to Dashboards, you need to do it with a personal dashboard and share it to restict the useage to a particular user group. All System dashboards are available to all users who have the application where the dashboard is configured.

Here I create a copy of my dashboard and then I am able to share it. I go into the dashboard and remove the pane for an account listing. Hitting save shows you my new, personal version of the dashboard.

When using Personal dashboards, ensure the users you share with also have access to any personal views or charts you add to your dashboard

Original Post https://linkd365home.wordpress.com/2020/03/05/3-minute-feature-episode-9-dashboards/