Dashboards

Dashboards are customizable interfaces that combine multiple widgets (reports, datagrids, charts, etc.) into a single view. They provide a unified way to display and interact with data from multiple sources, enabling comprehensive data visualization and analysis.

What are Dashboards?

Dashboards enable you to:

Combine Multiple Widgets: Display reports, datagrids, charts, and other components in a single view
Organize Layout: Arrange widgets using a drag-and-drop grid layout system
Apply Global Filters: Configure filters that affect all widgets on the dashboard
Customize Appearance: Configure themes and layout settings
Organize in Folders: Organize dashboards in folders for better management
Share Insights: Create comprehensive views for stakeholders and decision-makers

How Dashboards Work

Dashboards are built using widgets:

Widget Types: Reports, datagrids, charts, KPIs, and other visualization components
Grid Layout: Widgets are positioned using a grid layout system (x, y coordinates, width, height)
Responsive Design: Widgets can be resized and repositioned to fit different screen sizes
Independent Data Sources: Each widget can display data from different Objects or sources

Global Filters

Dashboards support global filters that can be applied across all widgets:

Filter Configuration: Define filters using field conditions and expressions
Widget Mapping: Map filter fields to widget-specific fields
Join Information: Configure how filters apply when widgets use different Objects
Dynamic Filtering: Filters update all widgets in real-time when changed

Dashboard Components

Widgets

Widgets are the building blocks of dashboards:

Reports: Display report visualizations (charts, tables, KPIs)
Datagrids: Show Object data in table format
Charts: Display various chart types (bar, line, pie, etc.)
KPIs: Show key performance indicators
Custom Components: Other custom visualization components

Filters

Global filters that apply to all widgets:

Filter Fields: Fields from Objects used for filtering
Filter Criteria: Conditions and expressions that define filter logic
Widget Mappings: How filter fields map to widget-specific fields
Join Information: Relationships between Objects for cross-object filtering

Layout

Grid-based layout system:

Grid Positions: Widgets positioned using x, y coordinates
Widget Sizes: Width (w) and height (h) in grid units
Resizing: Widgets can be resized within minimum and maximum constraints
Drag and Drop: Widgets can be repositioned by dragging

Key Features

Add Widgets: Add multiple widgets to a dashboard
Remove Widgets: Remove widgets that are no longer needed
Resize Widgets: Adjust widget sizes to fit content
Reposition Widgets: Move widgets to different positions
Configure Widgets: Set individual widget properties and settings

Filter Management

Global Filters: Apply filters that affect all widgets
Filter Mapping: Map filter fields to widget-specific fields
Dynamic Updates: Filters update widgets in real-time
Complex Conditions: Support complex filter expressions and joins

Organization

Folders: Organize dashboards in folders
Search: Search dashboards by name
Cloning: Clone existing dashboards to create similar ones
Audit History: Track changes to dashboards

Using Dashboards

Dashboards can be:

Created: Build new dashboards with widgets and filters
Edited: Modify widget layout, filters, and settings
Viewed: Display dashboards with live data
Cloned: Duplicate dashboards for variations
Deleted: Remove dashboards that are no longer needed
Embedded: Embed dashboards in Builder pages
Shared: Share dashboards with team members

Getting Started

Creating Dashboards: Learn how to create dashboards with step-by-step instructions
Dashboard Widget Types: Learn about all available widget types and their configurations
Configuring Dashboard Filters: Learn how to configure global filters for dashboards
Add Widgets: Add reports, datagrids, and other widgets to your dashboard
Configure Filters: Set up global filters that affect all widgets
Arrange Layout: Position and resize widgets for optimal display
Save and View: Save your dashboard and view it with live data

Creating Dashboards - Step-by-step guide to creating dashboards
Dashboard Widget Types - Detailed guide to all widget types
Configuring Dashboard Filters - Detailed guide to configuring dashboard filters
Reports Introduction - Learn about reports used as dashboard widgets
Datagrids Introduction - Understand datagrids used as dashboard widgets
Layouts Introduction - Learn about layouts used as dashboard widgets
Builder Introduction - Learn how to embed dashboards in Builder pages
Objects Introduction - Understand the data sources used in dashboards

Dashboard Introduction