Dashboards: Building custom chart reports

What is it? 

ITONICS Dashboard provides you with the opportunity to create custom at-a-glance views of key performance indicators relevant to your particular objectives. They help you to cut through your application and reflect the most important indicators on one page.

Learn here how to configure your own charts and dashboard pages.

Note: Please note that the availability of a module depends on your license. Please talk to your account manager to clarify any questions.

How does it work? 

To configure your own Dashboards, go to the Settings Wheel > System Administration > Dashboard Configuration.

Note: If you can't see this menu point in your settings, you may not have permission for it.
Ask your Customer Innovation Success Manager for further information in this case.

The Dashboard Configuration consists of two Tabs:

  • The Chart Configuration lets you create new charts which can be placed afterward inside the Dashboard pages.
  • The Dashboard View Configuration lets you add and organize charts to your custom dashboards.

Dashboard Configuration.png

Creating own charts

Charts are visual representations of data. 

To create a new Chart, Go to the Settings Wheel > System Administration > Dashboard Configuration and Click on the tab “Chart Configuration”. If you click on "Add Chart", a create page opens. Here you need to add:

  • A concise name for your chart e.g. "Trend Segmentation" (1)
  • A chart type e.g. "Pie Chart" (2)
  • The element type the chart is referring to. E.g. "Trend" (3)
  • A field your chart is referring to. E.g. "Trend Segment" (4)
  • If you need to explain a bit more, about what your Chart is about, you can use the Tooltip field. (5)
  • If you want to include Elements that have no Value added for the specified field, check the box next to "Show N/A" (6)

Add new chart.png

After you've selected your Element Type, a filter section appears on the top. This filter section is similar to the one you can find everywhere else in the system. You can use it to further narrow down the results shown in your chart. E.g. "Market Potential Rating High - Very High "to only show trends based on their segmentation which has a high market potential rating. 

add new chart_filter.png

If you are satisfied with your chart configuration, click the Save button in the bottom right corner. You can always come back and edit your changes later by clicking on the Edit button on the Chart Configuration page.

dashboard config.png

After you have finished the previous steps, you can add the created Chart to a Dashboard by using the Dashboard View Configuration.

Creating dashboard pages and adding charts

To add your own dashboards, go to the Settings Wheel > System Administration > Dashboard Configuration Click on the tab Dashboard View Configuration. Here you can see the Dashboard View Configuration of your Dashboard pages. The first tab system statistics is a static one, you can not place custom charts there. 

Via the button Add Tab, you can add your own dashboard page. A popup appears where you are asked to add a Title and configure which Users/Groups/Roles have access to this dashboard.

Create tab dash.png

After you have created your own Dashboard Page, you can go there by clicking on it.

Now you are presented with an empty section where you can place your charts. The interface will show you options on how you can place your charts. Some chart types can be placed next to each other while others need a whole row. 

view config.png

After clicking Save, you can now find your newly created dashboard in the main navigation.

main nav.png

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