Customizing a dashboard

Working with Dashboards

Analytics Plus offers a wide range of interactive options for dashboards when accessed by an end-user. These options include Viewing Underlying data, sorting, exporting, sharing and publishing. In this section, we will discuss each of these options in detail.

Dashboard interactions

Dashboards allows you to perform exploratory analysis using the following interactive features.

View underlying data

Users of a dashboard can view the underlying data of a report in the dashboard. To view a chart's underlying data,   

  • Navigate to the report, click the required data point and select View Underlying Data. The underlying data of the data point will be displayed as shown below.

You can also view the underlying data of the entire report by clicking the More button at the top right corner of the report, and selecting the ViewUnderlyingData option.

Drill down

Using this feature, you can click on any data point and visualize the underlying data as a chart. You can either drill down using the path that is already set for the chart, or choose from the list of compatible columns suggested by Analytics Plus. 

To drill down on a chart, navigate to the required chart, and click the data point you want to drill down on. The following options will be displayed:

  • DrillDown: This option allows you to drill down the chart based on the drill down path configured during report creation.

  • DrillDownBy: This option allows you to dynamically select any column to drill down on the chart. 

On selecting the required option, the chart will be drilled down and the drill down path will be listed as a breadcrumb at the top of the report.

Note: To drill down on data in a dashboard that has been shared to you, the Drill Down permission needs to be enabled while sharing.

Change Chart Type

Analytics Plus allows you to change the chart type of individual charts in a dashboard using the Change Chart Type option at the top right corner of each report. 

Note: This change will only be reflected for the current session, and cannot be saved. To permanently change the chart type of a report, use the Open in new tab option to open the report, and modify it as needed. 

Maximize embedded reports

You can maximize the embedded report to view in full dashboard layout by following the below steps. 

  • Click the Maximize icon in the top left corner of the report, or double-click the report header. 

  • The report will open in full dashboard layout and displayed along with the user filters. In this mode, clicking the Edit icon at the top right corner of the report will open the report editor in a new tab. 

  • To minimize the report, you can either double-click the report header again, or click the Minimize icon.

Note: When maximizing a particular report, the other components of the dashboard apart from the user filters will be hidden. However, any changes made to the user filters will be applied on those hidden components as well. 

Exporting and emailing 

ManageEngine Analytics Plus offers exporting and emailing capabilities which enable you to view the dashboards when you work offline and also share them securely with users.

Exporting Dashboard

ManageEngine Analytics Plus allows you to export your Dashboard as a HTML zip file or as a PDF.

Export as HTML 

To export a dashboard as HTML 

  • Click Export icon and then select Export as HTML.

  • The Export section will open.

  • Specify a name for the exported HTML file in the File Name field.
  • Select required options to display title and description.

  • The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).
  • Choose an option from the Column Width Ratio drop down to make the column width uniform across the table styled reports in the dashboard. The drop-down lists below options:

  • Proportionate width as in the report.

  • Equal width for all columns.

  • Auto adjust based on the data.

  • Select Include Record ID to include the record ID in the exported file (applicable only for tables and tabular views).

  • Select Set Password to password protect the exported file. The chosen password will have to be shared with all intended recipients separately, as Analytics Plus does not offer options to share your password through the application interface.

  • Select Include Hidden Columns option to include the hidden columns.

  • Select Include Personal Data to export personal data, as it will otherwise be excluded during export operations to avoid accidental sharing of sensitive data.

  • Select Show User Filter Criteria option to add a label for any user filter applied.

  • Click Export. Your dashboard will be exported as an HTML file.

Export as PDF

ManageEngine Analytics Plus allows you to export the dashboard as PDF in two different layouts

  • Layout as in Dashboard
  • Each Report in a New Page

Layout as in Dashboard

This option will export the dashboard in the same layout as arranged in the dashboard.

Note: This PDF export option is optimized for Dashboards containing charts and KPI widgets. Export may fail if it contains table styled reports, especially with huge data.

Follow the given steps to export with Layout as in Dashboard.

Click Export icon and then select Export as PDF > Layout as in Dashboad.

 

This opens the Export as PDF :-> Settings page as shown below.

Formats and Options tab

This tab provides options to format the exported PDF.

 

  • Specify the files name in the File Name field.

  • Set the paper size on the Paper Size option, in the Paper section.

  • Set the orientation as Portrait or Landscape.

  • In the Zoom Factor in %, specify a value in percentage to scale the font size in your dashboards to fit to the page size appropriately. This could be scaled between 1 to 100%.

  • Select required options to display title and description. The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).

  • Specify the column width radio for the table styles reports (pivot, summary, table etc.,) in your dashboard. Available options are:Select Show User Filter Criteria option to add a label for user filter applied.

    • Equal width for all columns - Choose this to have equal width for all columns.
    • Proportionate width as in the report - Choose this to set proportional column width based on the design of the original report.

Page Layout tab

This tab provides the page layout option.

  • Specify the Margin (in Inches). Margin value should be between 0.0 to 1.0.
  • Click Export. Your dashboard will be exported into a PDF file with the layout as in dashboard.

Each Report in a New Page

This layout will export the dashboard in a single column layout displaying each report in a new page in the PDF.

This type provides the following benefits.

  • Supports exporting dashboard containing tabular views with large data.

  • Supports adding a Table of Content.

  • Supports adding Header and Footer.

  • Supports customizing the language.

  • Supports more file size for the exported PDF.

  • Supports displaying filter criteria applied in the dashboard level and in the reports level.

Follow the given steps to export the dashboard with each report in a new page.

  • Click Export icon and then select Export as PDF >Each Report in a New Page

  • This opens the Export as PDF :-> Settings page as shown below.

The Formats and Options tab

This tab provides formating option for the exported PDF.

 

  • Specify the files name on the File Name field.

  • Select the Language.

  • Set the paper size on the Paper Size option, in the Paper section.

  • Set the orientation as Portrait or Landscape.

  • Select required options to display title and description. The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).

  • Select Show User Filter Criteria option to add a label for user filter applied.

  • Select Generate TOC checkbox to include a table of content of your dashboard in the exported PDF file.

  • Specify how to add KPI widgets in exported file in Include Widgets. Available options are.

    • None - Select this to exclude widget from the exported copy
    • Each in a New Page - Display each widet in a new page
    • Associate to Nearest Report - Display widget along with the nearest page.

The Page Layout tab

This tab provides the page layout option.

 

  1. Specify the Margin (in Inches). Margin value should be between 0.0 to 1.0

  2. You can choose to add Header and Footer for this layout. There are three position (Left, Right or Center) and you can choose to display one of the following in these position.

  • Blank - Displays nothing in this position

  • Title - Displays the title of the file

  • Date Time - Displays the date and time of export

  • Page # - Displays the page number

  • Page # of # - Displays the page number out of total pages

  • Custom Text - Displays the custom text that is entered in the near by field

  • Logo - Displays the logo

  • Click Export. Your dashboard will be exported into a PDF file with each report in a new page.

Exporting a report

In addition to exporting the entire dashboard, Analytics Plus also allows you to export the individual reports in the dashboard. To export a report, navigate to the required report in the View Mode of the dashboard. Click the More Options icon that appears on mouse over, choose the Export option and select the required file type. Click here to learn more about exporting a report. 

Emailing Dashboard

ManageEngine Analytics Plus allows you to e-mail your dashboard to your colleague and clients. You can also schedule emailing your dashboards.

To email your dashboard follow the given steps.

  • Click the E-mail icon and select one of the following options.

  • Email as HTML - Email the dashboard in HTML file format.

  • Email as PDF - Email the dashboard in Portable Document Format (PDF) file format.

E-mail tab provides various options to specify users email addresses and to customize your message.

  • Specify the email addresses in the Enter E-Mail Addresses text box. You can enter the email addresses by typing them or by selecting from Zoho Contacts/Shared User list.

  • Customize your e-mail subject and message using the Subject box and the Message box respectively.

  • Specify whether the dashboard should be mailed as an in-line Message or as Attachment. This option is available only for emailing as a HTML file.

  • You can also schedule to send exported copy at a recurring date and time using the Schedule this Email options.

  • Click Send to send the report to the specified users.

Other setting will be similar to that on Exporting option. For details refer to the corresponding section in the Exporting Dashboard document.

Sharing a dashboard

ManageEngine Analytics Plus allows you to share your Dashboards to your Users and set permissions like Read, Write, Export and Share such that the shared users would be allowed to do only permitted actions when they access the shared dashboard.

Refer to the topic Sharing and Collaboration to know how to share your dashboard.

Publishing a dashboard

ManageEngine Analytics Plus also allows you to embed your dashboards, you create in to a website, web application, blog or an intranet page.

Refer to the topic Publishing Options to know how to publish your dashboard.

  • Click the E-mail icon and select one of the following option.E-mail tab provides various options to specify users email addresses and to customize your message.

    • Email as HTML - Email the dashboard in HTML file format.
    • Email as PDF - Email the dashboard in Portable Document Format (PDF) file format.
  • Specify the email addresses in the Enter E-Mail Addresses text box. You can enter the email addresses by typing them or by selecting from ManageEngine Contacts/Shared User list.

  • Customize your e-mail subject and message using the Subject box and the Message box respectively.

  • Specify whether the dashboard should be mailed as an in-line mail content or as an attachment in the Mode. This option is available only for emailing as HTML file.

  • You can also schedule to send exported copy at a recurring date and time using the Schedule this Email options.

  • Click Send to send the report to the specified users.

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