Dashboards
Overview
Creating custom Dashboards and Widgets is an advanced topic. If you are having issues with your Dashboards, please contact our Support team.
The Adaptiva User Dashboard system can be used to author rich, powerful user Dashboards to display any dataset-based data in the form of tables, charts and other Widgets. Adaptiva offers many existing Dashboards to choose from, and for more advanced users you can create your own custom Dashboards.
Prerequisites
You don't need anything prior to building a dashboard. However, it is recommended you first have an Adaptiva OneSite product license, and your server and clients are setup and running. Dashboards are intended to see real-time and historical data. If you proceed without first setting up your system, your dashboards will state "No data has been provided...".
Custom Dashboard walkthrough
The user dashboard system is a platform level component and can found in the side bar navigation of Platform Features regardless of the currently selected product.
Each created Dashboard has various Widget types to choose from. These Widgets are the actual bits of data you can visualize on the Dashboard. For a full list of Widget types and their properties, please visit our Widget types and properties page.
This walkthrough can be completed in approximately 30 minutes.
Select Dashboards > Dashboards from the side navigation from the Admin Portal.
Select +New in the top-right corner
This will open a dashboard layout browser window where you can select from one of three dashboard layouts. Selecting the desired dashboard layout brings up an empty dashboard designer.
Default Dashboard: Basic single-view dashboard where all Widgets are added to the same page.
Drawer Dashboard: Dashboard split in two, where the main dashboard content is on the right-hand side of the screen and the left side is reserved for drawer content, such as a description of the dashboard, supporting information or other data.
Reverse-drawer Dashboard: Similar to a Drawer dashboard, but mirrored so that the main dashboard content is on the left-hand side and the right side is for the supporting information.
For this example, select Default Dashboard.
Click the pencil icon (
) to give the dashboard an appropriate Name. For our example, we'll name our dashboard Yearly Released and Available Patches.
Hover over the first column with the default name Row Title to display the Column options.
Plus (+) and minus (-) buttons will increase and decrease the column count respectively.
The 6-dot drag handle (
) will allow you to move and organize rows.The more options ellipses (...) button displays a dropdown of the following:
Add Widget - Adds a new Widget (table, chart, etc.) to the selected row.
Add Row - Adds another row either before or after the selected row.
Spacing - Defines the spacing between elements in the selected row: None, Small, Medium, or Large.
Copy - Copies the selected row.
Paste - Pastes a previously copied row.
Remove Row - Removes the selected row.
Select the + to increase our columns to two for this example.
Select Add Widget > Chart from the dropdown for our first column.
This will display the Editing Chart Widget overlay. Each Widget will have common properties along with type-specific properties. For a full list of Widget types and their properties, please visit our Widget types and properties page.
Enter the following for our Chart Widget:
Card Title - Available Patches in Previous Year by Month
Info Text - Chart to display all available patches by month in previous years.
Exportable - Leave toggled ON.
Data Provider - Click Browse and choose Patching System Summary from table and click OK.
Data Set - Select CountPatchesInLastYear.
Linked Filters and Parameter Options - Leave blank.
Chart Type - Select Vertical Bar Chart.
Series Column, Value Column, Single Series Ordering - Leave as defaults.
Click OK to save your edits.
Click the more options dropdown again from your column controls to create a second Chart widget with the following properties:
Card Title - Available Patches per Year.
Info Text - Chart to display number of available patches per Year.
Exportable - Leave toggled ON.
Data Provider - Click Browse and choose Patching System Summary from table.
Data Set - Select CountPatchesPerYear.
Linked Filters and Parameter Options - Leave blank.
Chart Type - Select Vertical Bar Chart.
Series Column - Change to ReleaseYear.
Value Column, Single Series Ordering - Leave as defaults.
Click OK to save your edits.
Click the more options dropdown again from your column controls to create a Table widget with the following properties:
Card Title - Patches Released in the Last Year.
Info Text - Table to display number of patches released in previous years.
Exportable - Leave toggled ON.
Data Provider - Click Browse and choose Patching System Summary from table.
Data Set - Select PatchesinLastYear.
Linked Filters and Parameter Options - Leave blank.
Rows per Page - Select 25 from dropdown.
Include Table Search - Toggle ON.
Default Sort Column - Select Patch Name Version from dropdown.
Default Sort Column - Leave toggled ON.
Row Menu, Header Menu - Leave blank.
Click OK to save your edit.
Hover over your new Widget to display the Width options.
Plus (+) and minus (-) buttons controls how many columns Widgets span. In a multi-column dashboard, this can be leveraged to place widgets next to each other, or have them occupy a certain proportion of the screen width.
e.g. if a dashboard has 4 columns and you wanted to have a table occupy 75% of the screen and a pie chart occupy the remaining 25%, you would set the table widget to have a width of 3, and the chart widget to have a width of 1.
The 6-dot drag handle will allow you to move and organize Widgets within their rows.
The more options ellipses (...) button displays a dropdown menu of the following:
Edit Widget - Opens the Edit Widget overlay.
Copy - Allows you to copy the Widget abd its set properties.
Styling - Defines the padding between Widgets in a row.
Apply to All Sides - Toggled ON by default. When toggled OFF will allow you to apply custom padding to Top, Right, Bottom, or Left sides individually.
Spacing - None, Small, Medium, or Large.
Remove Column - Removes the selected Widget.
For our example, select the + of your Widget controls by hovering over your newly created table Widget. This will stretch the table to fit across both columns we created earlier.
You should now have a fully created dashboard with multiple widgets.
Saving and previewing
When the dashboard has been configured, you can Save the dashboard which makes it immediately available for viewing, or you can Preview the dashboard which shows what the dashboard would look like when a user navigates to it.
The save and preview buttons can be found at the top of the page.
Here is a preview view of the dashboard we created above.
Once saved, the dashboard can be found under the Dashboards > Dashboards section, and can be used in other areas of the product such as in Subscriptions.
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