This function lets you design dashboard charts for data visualization.
Navigate to the Administration > Dashboards menu. The Manage Dashboard opens on a new page, as shown below. Click the Help icon for more information about the context.
How to design a dashboard using System widgets?
Select the Actions > Create menu option. Provide the dashboard name and display order number. Select the checkbox to Open Designer. Click Create to start. The sample reference image is shown below.
The dashboard designer canvas is shown below. The left pane contains dashboard widgets categorized as Bar chart, Line chart, Numbers, Pie chart, SQL widgets (bar, line, pie, numbers), Custom, and System. The top menu bar provides functions to create, edit, remove, save, preview, and export dashboards as XML files. The culture flag in the top-right corner lets you translate text into a different language.
Note: System widgets are pre-configured to fetch specific types of data, such as definitions, instances, and errors. Some widgets are customizable with a data connection, a SQL query, and background colors.
Expand the System category, then drag the Number widgets to the designer canvas, as shown below. Finally, save the report configuration.
Click the UI - Preview menu option to view the dashboard on a new page.
How to design a dashboard using custom SQL widgets with a date filter?
The following SQL custom dashboard widgets are available in the System category.
- Custom Bar Chart
- Custom Line Chart
- Custom Number Widget
- Custom Pie Chart
- SQL Calendar
- SQL Card
Expand the System category, then drag the custom bar chart widget to the designer canvas. As shown below, drag the handles to expand the widget to a larger area. Finally, click the Edit icon in the top-right corner.
The Configure Widget UI properties popup window opens for configuration. The sample image is included below for reference. Provide a new title for the chart. Select the database connection from the dropdown list. Enter the SQL query to fetch a result set using the DB connection. Include the custom syntax $dateFilter in the Where condition. Enter the table column name (with an alias if required) in the date filter column field, as shown below. Configure the bar chart orientation as horizontal or vertical. Configure the bar chart result type as numbers or percentages. Configure the background and text colors. Click to save the configuration.
Navigate to the Manage Dashboard page. Select the Utils > Date Filter On/Off menu option to toggle the date filter. An alert notification appears in the top-right corner. When the report is generated, the Date Filter is enabled on the dashboard.
Select Utils > Preview menu option to generate the report.