Creating a new dashboard

Creating a Dashboard

Dashboards allow you to combine multiple reports in a single page for a quick overview. ManageEngine Analytics Plus provides a simple & intuitive drag and drop interface that allows you to organize the dashboard as required. With this, you can easily create a visually rich and interactive dashboard by adding reports, widgets, user filters, and rich-formatted text.

The following is a sample dashboard.

The following is the same dashboard in the Edit Design mode. 

1 - Custom Title added in the Dashboard
2 - User Filter added in the Dashboard
3 - KPI widgets added in the Dashboard
4 - Reports added in the Dashboard
5 - List of reports in the workspace to drag into the Dashboard

This is the default layout of a dashboard. Once you have created a new dashboard, you can alter the layout as needed. 

Creating a new dashboard

Once you have created your reports in ManageEngine Analytics Plus, you can start designing a dashboard. To create a dashboard, click the Create button in the side panel and select the Dashboard option. The Edit Design window will open. 
The following section explains how to add the components into your dashboard.

Adding Reports

ManageEngine Analytics Plus allows you to add reports to your dashboard easily using the drag and drop interface.  
Follow the steps below to add reports to your dashboard.

Step 1: Open the dashboard in Edit Design Mode. The reports that are available in the workspace will be listed in the left panel, and you can drag the needed ones into the Design Area on the right. 
Step 2: After adding the required reports, click Save

Adding Formatted Text, Images and HTML

Analytics Plus allows you to enrich your dashboard with relevant contextual information, by adding rich formatted text, images and HTML content. Follow the steps below to do this.

  • To add text, click the Add Text option from the toolbar and enter the content in the Text Editor that opens.

  • To add images, click the Insert Image button. You can also insert HTML content using the Insert HTML button, or use the Edit HTML to edit the content in HTML format. 

  • Click the Insert button. The content you have added will be inserted.

Adding KPI Widgets

ManageEngine Analytics Plus offers a widget-based model for creating single number charts (headline charts) within dashboards. These are called KPI Widgets. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend. 

Click here to read the detailed help document about adding KPI Widgets.

Adding User Filters

ManageEngine Analytics Plus allows you to include dynamic filtering capability in the dashboard view mode using the User Filter option. This enables viewers of the dashboard to apply filters dynamically and view the required information. You can add User Filters to the entire dashboard or to individual reports embedded.

The add user filters to a dashboard: 

  • Navigate to the User Filters section in the Edit Design mode, and click the Add User Filter button.

  • Columns from all the tables used in the dashboard will be listed in the column panel on the left. Drag and drop the required columns to be used as user filters.

  • Editing an user filter in dashboards is similar to editing an user filter in charts, pivot and summary views. Click here to learn more.

Auto add User Filters 

Analytics Plus allows you to automatically add a report's user filters to the dashboard. This is a easy and convenient way to add user filters to a dashboard, without having to create them again.

To achieve this:

  • Select the Auto Add User Filter check box from the User Filters field.

  • Add reports that have existing user filters to the dashboard. The user filters in these reports will now be automatically added to the dashboard.

User Filters for Individual Reports

You can also add user filters to individual reports that have been added to a dashboard.
To achieve this:

  • Add a report that has user filters to the dashboard.
  • In the Edit Design mode, select the Options button from the top right corner of the report, click the Show Report Specific User Filter checkbox from the Options, and click Apply.
  • The User Filters will be added only to the corresponding report.

Columns Not Related

ManageEngine Analytics Plus will display an alert over a user filter column when you delete all the reports that uses this column from the dashboard. This helps you to easily identify columns that are no longer relevant in user filters, and remove them. Hover your mouse over the corresponding column and select Remove from the highlighted options. You cannot save the dashboard without removing it.

Merge User Filters

You can merge duplicate user filters from different tables as one common filter. The animation below shows the merging of user filters with a simple drag and drop. 

You can add or remove the mapped columns from these filters as shown below. 

Note: 

  • You cannot remove the primary user filter column over which the other user filters are merged.

  • You cannot merge two columns from a table into the same user filter.

Adding Timeline Filters

Analytics Plus allows you to create a common date user filter that can be applied on all reports in the dashboard, independent of the tables on which the reports have been created. This user filter is different from the other filters, as it is not tightly bound to any (date) column in a table.

When you use the timeline filter in a dashboard, Analytics Plus will apply the criteria to all reports, matching it with the best possible date column associated with the report. By default, if the report has a date column, it will filter using it. The matching date columns can also be customized. Since this is a common period filter, you can set up only one timeline filter in a dashboard.

To add a timeline filter, 

  • Click the Add User Filter button and click the Include Timeline Filter check box.

  • Click the edit icon that appears on hovering the mouse on the timeline filter. In the Edit Timeline Filter dialog that opens, you can change the filter name in the Filter Display Name box.

  • Click the Edit link to change the values that you wish to display in the Timeline filter.

  • You can select the values by selecting the check boxes.

  • Click Apply to add the filter.

How does this filter work

When you apply this filter, by default it will be applied only on those reports that have a date column as a part of it. The date columns can be customized using the Timeline filter column mapping section(as shown in the below snapshot).

  • In the Date columns to use for filtering section you can specify the date column to be filtered. You can specify multiple columns as well.
  • You can also specify the order for applying filters in this section

  • On date columns used in the report (default option)- choose this option to apply the timeline filter on the date column used in the report which is a part of the dashboard.

  • On date columns in the table on which the report has been created - choose this option to apply the timeline filter on the reports present in the table on which the report is created, although the report does not contain a date column itself.

  • On date columns in related tables - choose this to apply the timeline filter on the reports in the dashboard which does not contain a date column in its table but has a date column that is contained in a related table.

  • Click Apply. This filter will be applied.

Reports as Filters

Analytics Plus allows you to configure reports to act as filters in your dashboard. This allows you to dynamically filter dashboards based on the data points in a report.

To enable this feature, open the required dashboard, click the Settings icon at the top right corner and select the Enable Reports to act as Filters option.

Once the feature is enabled, navigate to a report in the dashboard and click on any data point. The following filtering options will be available: 

  • Filter including this value: The dashboard will be filtered to display only data corresponding to the selected value. 

  • Filter excluding this value: The dashboard will be filtered to exclude the data corresponding to the selected value.

Layouting components in Dashboards

Analytics Plus provides a flexible, m x n layout dashboard. You can organize the dashboard in any way using the simple drag and drop interface in the Edit Design mode of the dashboard. 

Reorganizing Components

You can easily rearrange the components in a dashboard using drag and drop. As you drag one component, the other components will be rearranged accordingly. 

You can also reorganize multiple components together. Select the components in the same row and/or column, and drag them to the required location. The following animation explains how to re-organize multiple components. 

Resizing components

You can resize the components in the dashboard using one of the following options. 

Drag to Resize 

You can easily resize views by dragging the border. As you drag, a purple line will appear marking the borders of surrounding views. This will be useful to arrange the views in the desired way. 

You can also resize multiple components together. Select the components from the same row and/or column, and drag their border to resize. The following animation explains how to resize multiple components together. 

Copy and Paste Dimensions 

Analytics Plus allows you to apply a uniform dimension to multiple components using the Copy-Paste Dimension option. You can select the component with the desired dimensions and select the Copy Dimensions option from the contextual toolbar that appears at the bottom. Then, select the components you wish to apply the dimensions to, and click Paste. You can choose to copy the width or height, or both. 

The following animation explains how to copy-paste dimensions from one component to others. 

Fit Components to Width

The Fit components to width option allows you to resize the components to fill the available space proportionately. Select components from the same row and of the same height, and click the Fit to Width option from the contextual toolbar that appears. The components will be resized with proportionate width to fit in the available space. 

Fill Space

You can resize components to fill the space in the dashboard layout. The following animation explains how to resize to fill extra spaces.

Remove Components

You can easily remove the components from dashboards anytime. To remove a component, click the Remove button that appears on mouse over.

To remove multiple components together, select the components you want to remove and click the Trash icon from the contextual toolbar.

Reports specific customizations

ManageEngine Analytics Plus provides context specific options to customize any report that you drop in a dashboard. These options will appear on mouse over.

  • Refresh: Using this option you can reload the report
  • Options: Various options will be listed under this based on the type of view/report.

Refer to the following table for the setting available in this section.

OptionDescriptionApplicable View Type
Show TitleSelect/deselect this option to show/hide the corresponding report's title.All Views
Show DescriptionSelect/deselect this option to show/hide the corresponding report's Description.All Views 2

Apply Dashboard Filters

Select/deselect this option to include/exclude the Dashboard's User Filters for the corresponding report.
User Filters allow users to apply selected filters dynamically to
show only permitted subset of values in the corresponding view.
All Views
Legend PositionSelect the position of the Legend you need from the drop-down list. Supported positions are: Hidden, Right, Left, Top-Left, Top-Center, Top-Right, Bottom-Left, Bottom-Center and Bottom-Right.Charts
Search BoxSelect/deselect this option to include/exclude search box for the table.Table
  • Expand/Contract: Using this option you can change the dashboard layout to single or double column display for the corresponding view in that row.

Choose Expand option for single column display and Contract option, for double column display. When Contract is selected, you can resize the view.

Use this option to create a Single or Double Column layout for a dashboard.

  • Remove: Using this option you can delete the view from the Dashboard.

Text and Image specific customizations

You can customize text and image added in Dashboard. These options will appear on mouse over.

Edit - Using this option you can open the text editor to modify the content.
Expand/Contract - Using this option you can change the dashboard layout to single or double column display for the corresponding view in that row. Choose Expand option for single column display and Contract option, for double column display. When Contract is selected, you can resize the view.
Remove - Using this option you can delete the element from the Dashboard.

KPI Wigdet specific customizations

You can customize KPI widget in Dashboard. These options will appear on mouse over.

Edit - Using this option you can open the KPI widget editor to modify the content.
Expand/Contract - Using this option you can change the dashboard layout to single or double column display for the corresponding view in that row. Choose Expand option for single column display and Contract option, for double column display. When Contract is selected, you can resize the view.
Remove - Using this option you can delete the widget from the Dashboard.

Customizing the Theme

Analytics Plus allows you to customize your dashboard theme as needed. This will be beneficial while embedding content, as you can customize the dashboard to suit your website or application.
The following steps explain the process of customizing your dashboard.

  • Open the Dashboard in View Mode.
  • Click Themes at the top right corner. The Dashboard Themes dialog will open, displaying six different themes with six types of layouts for the dashboard.

  • Select the required preset theme, with the required layout design. 
  • The color of these six preset themes can also be varied as per the user requirements.

  • Click Customize at the top right corner to the modify the theme.
  • Change the theme settings as required. Options will vary depending on the theme you have selected.
  • Click Apply.

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