Dashboards


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Overview of Dashboards

Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components, and each component displays metrics from a report.

Creating New Dashboards

Complete the following steps to create a new dashboard:

  1. From the Dashboard tab, select Create to open the builder.
  2. Choose the layout (2 columns or 3 columns) from the list.
  3. Select Add Component and set options in the Add New Component dialog box. Review the component settings for each chart type: Gauge, Number, Column, Pareto, Bar, Line, and Pie.
  4. Repeat the process to create as many components as you need to display on the dashboard. You can add up to 15 components.
  5. Optionally, rearrange components by dragging the component to the new location.
  6. Optionally, select the bullhorn icon on the component header to feature that chart at the top of the dashboard.
  7. Select Save & Run.

Using Run-Time Inputs With Dashboards

Run-time inputs enable dashboard viewers to dynamically update a dashboard to show information most relevant to them. For example, a PromoMats organization uses a dashboard with components that measure average approval time and number of review cycles. This dashboard is shared across the organization, but individual users who access the dashboard can use run-time inputs to filter on specific products or therapeutic areas.

SiteVault remembers your filter settings when you leave and return to the dashboard. The same filter is applied each time you rerun the dashboard. To change your filter preference, select the edit icon (pencil icon) next to Filters in the upper-left corner of the dashboard window.

To use run-time inputs with dashboards, select a report with run-time inputs when creating a dashboard component. When running dashboards, users enter run-time filter values to use in the dashboards. SiteVault combines run-time filters that reference the same object and use the same operator.

Copying Dashboards

If you want to create a dashboard that shares components with another dashboard, you can copy the existing dashboard. You must be the dashboard’s owner or have the Editor role to copy the dashboard.

Complete the following steps to copy a dashboard:

  1. From the Dashboards tab or from inside a specific dashboard, select Make a Copy from the Actions menu.
  2. Enter a name and, optionally, a description for the new dashboard.
  3. Select Continue.
  4. Make any necessary edits to the new dashboard. When finished, select Save or Save & Run.

Editing Dashboards

Only the dashboard owner or a user listed as editor for the dashboard can edit a dashboard. To open edit mode, open the dashboard and select Edit. When finished, select Save or Save & Run.

Edit Dashboards

You can complete the following actions in edit mode:

  • Rename or edit the dashboard component by selecting the pencil icon by the dashboard name.
  • Review the component settings for each chart type.
  • Delete a dashboard component by selecting the X icon by the component name.
  • Rearrange dashboard components by selecting the component and dragging it to a new location in the dashboard.
  • Change the dashboard layout.
  • Add a new component by selecting Add Component.
  • Select the bullhorn icon to feature or unfeature a specific chart. The featured chart appears in full width at the top of the dashboard.

Creating Gauge Charts

An example of a gauge chart.

Complete the following steps to create a dashboard component that shows a gauge chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Gauge as the chart type.
  4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart. If the report uses grouping, choose whether to include all groups or select specific groups.
  5. On the Formatting tab, enter the range of metric values to be displayed on the chart. If you want the exact metric value to appear below the chart, select Display Actual Value and enter the unit label. Select the Display Metric Label checkbox to display the name of the metric in the chart. Select the Display Groupings checkbox to display details for the groupings applied to the chart. You can also add up to three colored bands to the chart by selecting a color and an end value for the band.
  6. Select Continue to add the new component to the dashboard.

Creating Number Charts

An example of a number chart.

Complete the following steps to create a dashboard component that shows a number chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Number as the chart type.
  4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart.
  5. Select All Values or choose a specific grouping (only available for grouped reports).
  6. Optionally, select the % of Grand Total checkbox to display this chart as a percentage. This is only available if your metric is a sum or count and the chart displays a specific grouping.
  7. On the Formatting tab, enter a unit label for the number. If you want the number to be displayed in a specific color, depending on the value, use the range selectors to choose a color and enter the start and end values for the range. Note that the ranges must be in ascending order, meaning that Range 1 must be lower numbers than Range 2.
  8. Select Continue to add the new component to the dashboard.

Creating Bar Charts

An example of a bar chart using the grouped bar grouping style.

Complete the following steps to create a dashboard component that shows a bar chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Bar as the chart type.
  4. On the Chart Data tab, select a report and a metric (x-axis value) from that report to serve as the data for the chart. In Y-Axis (Category), select a field to serve as category in the report. In Group By, select a field to group by in each category. Select Stacked, Grouped, or % Stacked as the group styling.
  5. On the Formatting tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the Show Chart Values checkbox to display the exact value for each category or group after the bar. Select the Show Legend checkbox to display a legend below the chart. Enter a value for Target Line if you want to display a target value as a line on the chart.
  6. Select Preview Report Data to preview the chart with data.
  7. Select Continue to add the new component to the dashboard.

Creating Column Charts

An example of a column chart using the stacked columns grouping style.

Complete the following steps to create a dashboard component that shows a column chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Column as the chart type.
  4. On the Chart Data tab, select a report and a metric (y-axis value) from that report to serve as the data for the chart. In X-Axis (Category), select a field to serve as category in the report. In Group By, select a field to group by in each category. Select Stacked, Grouped, or % Stacked< as the group styling.
  5. On the Formatting tab, choose to show or hide the x and y axis labels. Modify the labels if needed. Select the Show Chart Values checkbox to display the exact value for each category or group after the bar. Select the Show Legend checkbox to display a legend below the chart. Enter a value for Target Line if you want to display a target value as a line on the chart.
  6. Select Preview Report Data to preview the chart with data.
  7. Select Continue to add the new component to the dashboard.

Creating Pareto Charts

An example of a pareto chart.

Complete the following steps to create a dashboard component that shows a pareto chart:</p>

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Pareto as the chart type.
  4. On the Chart Data tab, select a report and a metric (y-axis value) from that report to serve as the data for the chart. Only reports with with groups can be used for pareto charts. In X-Axis (Category), select a field to serve as category in the report. If the report has a single grouping, this will be the X-Axis.
  5. On the Formatting tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the Show Chart Values checkbox to display the exact value for each category or group after the bar. Select the Show Legend checkbox to display a legend below the chart. Enter a value for Target Line if you want to display a target value as a line on the chart.
  6. Select Preview Report Data to preview the chart with data.
  7. Select Continue to add the new component to the dashboard.

Creating Line Charts

An example of a line chart.

Complete the following steps to create a dashboard component that shows a line chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Line as the chart type.
  4. On the Chart Data tab, select a report and a Metric (y-axis value) from that report to serve as the data for the chart. In X-Axis (Category), select a field to serve as the category in the report. In Group By, select a field to group by in each category, if available.
  5. On the Formatting tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the Show Chart Values checkbox to display the exact value for each category or group after the bar. Select the Show Legend checkbox to display a legend below the chart. Enter a value for Target Line if you want to display a target value as a line on the chart.
  6. Select Preview Report Data to preview the chart with data.
  7. Select Continue to add the new component to the dashboard.

Creating Pie Charts

An example of a pie chart.

Complete the following steps to create a dashboard component that shows a pie chart:

  1. While in edit mode, select Add Component.
  2. Enter a name for the component.
  3. Select Pie as the chart type.
  4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart. In Group By, select a field to group by in each category.
  5. On the Formatting tab, select the Show Category Labels checkbox to display the labels for each grouping category. Select Show Percentages to display the percentage for each grouping category. Select the Show Legend checkbox to display a legend below the chart.
  6. Select Preview Report Data to preview the chart with data.
  7. Select Continue to add the new component to the dashboard.

Limits for Reports

The following considerations apply to using reports with dashboards:

  • For Gauge and Number charts, you can use any report except a matrix report that groups on a Date or DateTime field.
  • For other charts, you can use any report that uses grouping but not a report that is ungrouped.
  • Reports that use Show as % as a grouping option cannot be used on dashboards.
  • Reports with multiple down objects cannot be used on dashboards.

The following table provides a visual representation of supported chars for various report formats:

Chart Types
Gauge Number Column Bar Line Pie
Report Format No Groups X X
Grouped by Date field X X X X
Grouped by non-Date field X X X X X X

Viewing and Sharing Dashboards

The dashboards that are available to you are those that you have created or that another user has created and shared with you.

Viewing Dashboards

To view a dashboard, select the dashboard name from the Dashboards page or select Save & Run from the editing page.

Using Legends

Legends

Legends can appear in bar or column charts. By selecting a specific group in the legend, you can hide that group in the chart. Select again to make the group reappear.

Viewing Source Reports

To view the source report for any dashboard component, select anywhere on the dashboard chart.

Downloading Charts as Images

Vault allows you to download specific dashboard components as image files. Note that this option is only available for bar, column, and pie charts.

Complete the following steps to download a chart:

  1. While viewing a dashboard, select the full screen icon for the specific chart.
  2. Select Download Image in the lower-right corner of the pop-up box.

Sharing Dashboards

Complete the following steps to share a dashboard:

  1. From the Dashboards tab or from inside a specific dashboard, select Share from the Actions menu.
  2. Add users in the Editors and Viewers fields. Editors are able to edit, copy, and share the dashboard. Viewers have view-only access.
  3. Select OK.

When you share a dashboard, the users you share with automatically receive the corresponding permission (Viewer or Editor) on most related reports.

About Record Count

In addition to metrics configured in a report, you can also use the Record Count metric for all reports. This metric allows you to create a dashboard component that shows the total number of records (documents, workflows, and so on) returned by the report or in a specific grouping in the report and makes it possible to use a report with no other numeric metrics in a dashboard component.

About Cached Dashboards

When you view a dashboard, SiteVault saves the data so that the dashboard opens more quickly when you return to it. SiteVault automatically refreshes the data every 36 hours. If you want to ensure that you are seeing the most accurate and recent data, select Refresh after opening the dashboard.

About Color Coding

By default, SiteVault automatically chooses colors to represent a grouping in a dashboard chart. Color coding is on a chart-by-chart basis, so one chart in a dashboard may display a product in yellow, while another chart displays this product in blue.


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