Concepts in Designing 2.0 Dashboards

This topic contains helpful information as you design 2.0 dashboards:

Dashboard 2.0 Designer


Dashboard 2.0 Designer with an empty canvas

The Dashboard Designer consists of the following dashboard components:

  • Library Panel

  • Dashboard Toolbar

  • Dashboard Workspace

  • Properties Panel

  • Dashboard Objects

Data Sources for Charts

Dashboard 2.0 supports ad hoc grids, forms, and cubes for choosing the data. You pick the data sources from the library panel.

Note:

You can include a maximum of nine components (charts) in a dashboard.

  • The Data Source Type property shows the selected data source in the Dashboard 2.0 Chart Properties icon tab of the properties panel.

  • When using a cube as the data source for quick analysis, drag and drop a cube from the library panel to the dashboard workspace, then click in the Search box and either enter the member name or launch the member selector to choose members. The Dashboard 2.0 Layout properties icon tab will then display in the properties panel where you can pivot the dimensions and choose which dimensions appear on the POV, row, or column axis. See About Quick Analysis.

    Note:

    There is an upper limit of 50 members across all dimensions that can be selected to create a chart using quick analysis. This limit together with the number of dimensions in the cube will determine the maximum size of the grid that is supported for a chart based on quick analysis.

  • When the data source is a form or an ad hoc grid, the data is fetched using the form definition. You can change the source form by clicking the Form property in the Dashboard 2.0 Chart Properties icon tab of the properties panel.

    Note:

    Only forms with a maximum of 100 cells on a column and 100 cells on row for a total of 10,000 cells, including row and column header cells, can be visualized in a chart.

Library Panel

On the left side of the Dashboard Designer is the library panel where you select the content for dashboard objects. Simply drag and drop objects from the library panel to the workspace or search for content using the Search box. Content in the library panel is grouped into these categories:

Table 11-3 Library Panel Content Categories

Icon Description
Dashboard 2.0 Cubes icon Cubes
Dashboard 2.0 Library icon Library (ad hoc and standard forms)
Dashboard 2.0 Visualizations icon Visualizations (charts)

Tip:

You can minimize and maximize the library panel by hovering over the panel and clicking the horizontal bar that displays on the middle right.

Dashboard Toolbar

In the upper right corner of the Dashboard Designer is the dashboard toolbar where, in addition to saving and closing your dashboard, you can perform these dashboard tasks:

Table 11-4 Dashboard Toolbar

Icon Description

Dashboard 2.0 Add icon

Adds a new empty dashboard widget to the design canvas (this is an alternative to drag and drop)

Dashboard 2.0 Hide and Unhide Properties Panel icon

Hides and unhides the Properties Panel

Dashboard 2.0 Actions icon

Click to perform these actions:

  • Revert to Saved—Resets the Dashboard Designer to a previously saved state

  • Refresh Data—Refreshes the data from Essbase and updates the dashboard definition from the database

  • Run Dashboard—Hides all Dashboard Designer elements and displays the dashboard as it would appear to users during runtime

  • POV Bar : Hide Dimension Labels—If your dashboard contains a global POV bar, select to hide the dimension names on the global POV bar. Clearing this option once again displays dimension names on the global POV bar.

  • POV Bar : Auto-Apply—If your dashboard contains a global or local POV, enable this action to automatically apply changes to the POV. If you don't want to automatically apply changes, clear this option. When cleared, Apply and Reset buttons will display on your POVs to manually apply or clear your changes.

Dashboard Workspace

To the right of the library panel is the dashboard workspace. In addition to drag and drop, you can use the Search box to specify or search for the data you want to display for each widget (an empty object in the dashboard workspace into which you can add a dashboard object).

  • The first object you drag and drop occupies the entire workspace, then drag additional objects from the library panel to the left, the right, the top, or the bottom of the existing object.

  • To move an object to another part of the dashboard, click the object, and then hover your cursor over the upper edge of the object until you see the drag icon. Drag and drop the object to the left, right, top, or bottom of another object and the other objects on the dashboard will move and realign.

  • To maximize an object so it fills the canvas, click Dashboard 2.0 Object Actions icon, and then click Maximize. The object will fill the workspace, and the other objects on the workspace will be hidden. Clicking Dashboard 2.0 Object Actions icon and then Restore resizes the object to its original size and makes the other objects in the workspace visible again.

  • To change the height and the width of objects in the dashboard, select a dashboard object, then in the Properties panel on the right click Dashboard 20 Properties Charts icon to view and change the object's height and width.

Note:

In runtime mode, if a user doesn't have access to an object like a form, or if the form is missing, then an adjacent object will take its space. In designer mode, all empty objects are displayed so that the designer can choose to remove them.

Properties Panel

On the right side of the Dashboard Designer is the Properties Panel where you can set general properties for the entire dashboard as well as object-specific properties:

Table 11-5 Properties Panel

Icon Description
Dashboard General Settings properties icon

Set general properties for the entire dashboard such as displaying object borders, hiding POV bars, enabling global POVs, and choosing a background color for your dashboard.

For information about POVs, see About Global and Local POVs in 2.0 Dashboards.

Dashboard 2.0 Chart properties icon

Set properties for selected objects in the dashboard such as object height, width, and background color. You can also change the object and data source type.

Dashboard 2.0 Object Display properties icon

Set display properties for the selected object such as how to scale values, show or hide row dividers or grid lines, choose different font sizes and colors for headers and data, set orientation vertically or horizontally, define legend positions, add spark charts to tables, and so on.

Note:

For data visualizations in Dashboard 2.0, the custom color palette now supports only 12 colors instead of 15. If you created a dashboard in 21.07 or earlier and you used 15 colors in your visualization, you will continue to see 15 colors at runtime. However when you try to change the custom colors, the dashboard designer will only display 12 colors from which you can select and save.

Dashboard 2.0 Layout properties icon

Set POV, Row, and Column properties for the selected cube for quick analysis.

Dashboard Objects

When you hover over an object in the workspace, a toolbar for that object displays in the upper right corner:

Table 11-6 Dashboard Object Toolbar

Icon Description
Dashboard 2.0 chart type icon

Displays the object data as the selected chart type

Dashboard 2.0 object actions icon

Click to perform the following actions on the selected dashboard object:

  • Refresh—Requeries the data and displays the chart with the data

  • Maximize—Hides the other objects and displays the selected chart in full canvas mode

  • Restore—If an object is maximized, restores the object to its original size and makes the other objects on the canvas visible again

  • Delete—Removes the selected object and, when the dashboard is saved, removes it from the database. If you close the dashboard without saving, the object is restored when the dashboard is reopened.

More Helpful Information About Dashboards 2.0

  • As you create a dashboard, click Dashboard 2.0 Actions icon and then select Run Dashboard to immediately see how the dashboard looks and works to a dashboard user. To return to designer mode to continue designing the dashboard, click Dashboard 2.0 Actions icon and then select Edit Dashboard.
  • To help you differentiate between the dashboard versions on the Dashboards listing page, we've provided an icon in front of each dashboard:

    • Dashboard icon for Dashboard 1.0—Dashboard (1.0)

    • Dashboard icon for Dashboard 2.0—Dashboard 2.0

  • By default, missing or suppressed data is plotted as zeros. For selected chart types (Area, Bubble, Combination, Line, Radar, and Scatter), you can disable this setting by selecting the Plot Missing Values as Zero option in the chart's settings. When this option is cleared, the missing or suppressed data is ignored and is no longer plotted as zeros for those chart types.

  • The listing page for dashboards supports folders. Folders enable you to assign permissions to all dashboards within a folder rather than assigning permissions to each individual dashboard. The dashboard listing page uses the same folder hierarchy as infolets and data entry forms and all artifacts and folders reside under a root folder called Library.

    Note:

    Only administrators can add files (for example, dashboards, infolets, forms, reports, and so on) to the Library root folder.

  • On the listing page for dashboards, you can toggle between viewing dashboards by a flat view or a tree view: Search toggle icons

    Then you can search for dashboards using Search Search icon. The flat view displays only the dashboards that meet the search criteria, not the folders that contain them. The tree (or hierarchical) view displays dashboards in the context of the folders that contain them.

    To search on another keyword, clear the search criteria by clicking Clear Search icon in the Search box.

Videos

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Learn how to create a dashboard with multiple components in the Dashboard Designer for Dashboards 2.0.

Video icon Creating Dashboards in Dashboards 2.0