Creating and updating Dashboards

 

Following are steps to create a Dashboards

Right click on Dashboards option in Module Section of Project Tree. Select Create Dashboards option. OR click on the  Dashboards button on the Prescient Author Navigator dialog box.

  1. Specify the name of  Dashboards in Name text box. The name could be alphanumeric. It should not have spaces in between. 
  2. You can specify a header to the dashboard in Header text box. This header can be different from the name of the Multi Reports .
  3. You can set the layout for the filters on the Dashboards by selecting Single Column or Two Column radio button. The default layout is two column.
  4. Dashboards can have filters which are common for all the entities on multi reports. To add the filter you have to add reference field to the Dashboards and then set the properties for that control field. You can add reference field by clicking on Reference Field button. You can set properties of the reference field by clicking on Set Filters button.(Refer to Adding and Updating Reference Field and Manage From Controls) .
  5. You can give links on the Dashboards by clicking on Link Controls button. (Refer to Adding and Updating Link Controls ).
  6. To give links on the Dashboards you have to add rows and columns to the grid of Dashboards . To add rows and columns on the Dashboards click on Add button. (Refer to Add Grid to the dashboard).
  7. You can remove the Dashboards grid by clicking on Remove button. When you remove the grid, all the data in the grid rows and columns is removed automatically.
  8. After you add the grid to the Dashboards , a tree will be created in the Dashboards View Layout area. Now you can add links to each row in the Dashboards .
  9. To add link to the row you can click on Add Data button or you can right click on the row to which you want to add the link and select Add Data. (Refer to Add Data to Dashboards)
  10. You can remove the data assigned to the cell by clicking on Remove Data button or you can right click on the row and select Erase Column Data.
  11. You can insert a row to the existing tree by clicking on Insert Row button or you can right click on the row and select Insert Row Before. The row will be inserted before the selected row.
  12. You can insert a column to the existing tree by clicking on Insert Column button or you can right click on the row and select Insert Column Before.
  13. You can add a table inside the row by selecting the row and clicking on Add Table button or you can right click on the row and select Insert Table (Refer to Add Grid to the dashboard) .
  14. You can move the table inside the row to the other row by clicking on Set Parent button. (Refer to Move Table).
  15. You can add the row at the end. For this you need to select the table and click on Add Row button or you can right click on the table and select Append Row.
  16. You can add the row at the end. For this you need to select the table and click on Add Column button or you can right click on the row and select Append Column.
  17. You can delete the rows and column to which data is not assigned by selecting the table and click on Remove Empty Rows or Remove Empty Columns button or you can right click on the table and select Remove Empty Rows or Remove Empty Columns .
  18. Click on Ok button .

 

Examples of Dashboard

Following example shows 'BaseModule' Dashboard.