How to create your own Databoard
Databoard is a wonderful tool to show convoluted data sets in a way that is easy to analyze and visualize. We have have already created some for you, but if they don’t provide exactly what you desire, you can make one yourself, and that is what this guide is all about. Go to Step 4, Viewing on the dashboard if you just want to view the datasets we have created.
Step 1 – Creating the databoard outline
Go to ‘Settings’ and find the page Databoard under the ‘Advanced tools’ menu option. In here you will be met with the same view as shown below.
There are 3 tabs present in the page:
- Settings, and
When you press ‘Create new’, a small dialog will appear.
The dialog will give you 2 elements that you need to take a choice: View type and View name.
View name, is the name of your dashboard, and will also be the name other users will see if you choose to share your dashboard
View type, determines how your dashboards are laid out on the Whiteboard. The options are limited to 4: Export, Grid, Chart or Page.
You have now succesfuly made a databoard outline.
Step 2 – Modifying
Now you need to put in some script so you can pull the desired information from the system.
To put in the script navigate to the Settings tab as shown below:
You are now presented with the following settings:
Data view name, this is the name of the databoard. Not to be confused with the dashboard view name, as there can be multiple databoards views under each dashboard.
Source type, this is where you choose which source you would like, you have the following options: SQL or Stored procedure
Default file name, mostly used for the Export view which indicates what the default file name should be.
Active, this option determines if the databoard is active or not – if ‘active’ you will be able to drag it into your dashboard, and other employees will be able to drag it too (if they have been given access to it)
Under the settings you are also presented with a view with 2 tabs: Parameters and Script, this is where you set up your databoards information gathering.
Parameters, gives you the ability to set up parameters for your databoard, which help you narrow the information you want. To see a seperate guide for this please go to this site.
Script, this is the most important element in the databoard, as it is this one that will gather the information you want. To see a separate guide for this please go to this site
Step 3 – Sharing
This tab is called the Access settings which is where you can give other employees access to your databoard and you can have an overview of which employees that have access.
The first tab is Access types which is where you can give certain resource types access to your databoard, these resource types includes: Access roles, user type, client, supplier, company etc.
– NB. all admin users will have access to your databoard regardless of your input!
The second tab is Effective user access is simply an overview of all the resources that have access to the databoard.
Step 4 – Viewing on the Dashboard
Full guide: Click here
Now you are ready to view the benefit of all your hard work!
First you need to navigate to the ‘Dashboard’, and select a dashboard or simply create a new one.
Then click on the ‘Widgets’ icon in the top right corner, which then will show a list of available widgets.
You are only interested in the Databoard widget at the moment. Simply drag and drop it on the dashboard to get started.
From the drop-down menu in the widget dialog, choose the databoard you want to view.
If you get a No data! message, click on the wrench and you can change the date range of your view, your source type and if you want, your view as well.