Dashboard Designer

This page is currently under construction. Check back for more updates!

The Dashboard Designer allows you to create custom dashboards, individualized to your firm. As this is a new feature released in March 2022, the data sources and functionality of this dashboard designer are constantly being worked on and evolving.

Structure of this Page

Open

1. Switch to Viewer Mode button: Allows you to toggle between the Viewer Mode and Designer Mode.

2. Group: A dropdown allowing you to switch between Dashboard Groups.

3. Dashboard Tabs: The different dashboard types that are assigned within a particular Dashboard Group.

4. Dashboard Menu: A hamburger button that displays the Dashboard Menu. For more on this see Dashboard Menu.

5. Undo button: Allows you to undo the last change made.

6. Redo button: Allows you to redo the any changes that were undone.

7. W (Width): Allows you to format the width of the dashboard either automatically to fit the screen or using a fixed width.

8. H (Height): Allows you to format the height of the dashboard either automatically to fit the screen or using a fixed width.

9. Common Display Types: Icons allowing you to select the way in which your data is displayed. For more on this see Common Display Types.

10. Map Types: Icons allowing you to select the display format of your maps. For more, please see Map Types.

11. [Dashboard Display]: The space where the dashboards will be created and displayed.

12. Filter Types: Icons allowing you to apply filters to the entire Dashboard tab.

13. Layout Options: Allows you to choose between the standard Tab Container layout, spreading the dashboard across the entire tab, or the Group layout, allowing you to create a panel and group dashboards together inside of it. Please see Using the Layout Settings for more.

Dashboard Menu

Open

1. New…: Creates a new dashboard, before creating the dashboard you will have to give it a name and select the data source for the dashboard.

2. Open…: Allows you to open an existing dashboard to edit, this can be used as an alternative to moving between the dashboard tabs at the top of the designer.

3. Save: Allows you to save the work on the dashboard you are currently editing.

4. Data Sources: Allows you to view the current Data Sources that are being pulled upon to create your dashboards. Data Sources are preset lists of data pulled directly from your system. The different items in an assigned data sat can be viewed from this screen, along with their standard format.

5. Title: Allows you to change the Title of your dashboard, which displays at the top of the Dashboard Display. You may also turn this feature off, change its alignment to Center or Left, choose whether a master filter should be included on the dashboard display and whether images should be embedded, linked or neither. See more on the Master Filter in Using the Dashboard Display.

6. Currency: The type of currency that will be displayed throughout the dashboards.

7. Parameters:

8. Color Scheme: Allows you to set the color scheme of any graphs configured on the current dashboard. Colors are assigned per individual graph.

Common Display Types

1. Grid: Creates a table type chart, containing the selected data points.

2. Pivot: Creates a table containing counts of the selected data points.

3. Chart: Can be used to create a variety of different line or bar graphs displaying the selected data points.

4. Treemap: Displays the selected data points as blocks within a chart, with the sizes corresponding to the percentage of the data made up of any given item.

5. Pie: Displays the selected data points as a pie chart.

6. Scatter Chart: Displays the selected data points as a scatter chart.

7. Card:

8. Gauges:

9. Text Box:

10. Image:

11. Bound Images:

Map Types

Filter Types

Using the Dashboard Display