Step by step to build your first custom dashboard
Use case: Admin monitoring dashboard
Pre-requisites:
You already contacted your CSM to deploy the dashboard builder and your are your organisation's designer ("designer" is the role we set to a given admin in your org to access the dashboard builder).
Before creating a dashboard, you should always have in mind which data you want to show, under which kind of widget (pie chart, bar chart, maps, etc...) and who you want to share this dashboard with.
Step 0 - Define your needs:
Define what you want to do. For this example will create an admin monitoring dashboard, which will allow our admins users to see information about the SimpliField users. This dashboard should represent:
The repartition of users among roles in SimpliField (admin, manager, contentManager, contributor). We will use a pie chart to do so.
A table with the users who never logged into the SimpliField and their associated role.
A bar chart with the top 10 users who created reports.
A bar chart with the bottom 10 users who created reports.
A filter to show the data of specific roles only.
A filter to select only a few users we are interested in.
Step 1 - Access your dashboard builder:
Log into your organisation with your designer user, click on your profile and go to organizational settings.
Go to the Dashboards tab and click on Dashboard builder (this button is only visible for an admin designer).
Enter your dashboard name "Admin monitoring dashboard" in this case.
Step 2 - Build your first widget:
You are now into your dashboard builder ! We will start designing your new dashboard. On this step we will create the pie chart showing the number of users per role.
Click on "Add Item" and select the pie chart widget. Drag and drop it into the center of your window.
Click on the top right of the widget, on data. A panel on the right side of your screen will appear, where you can select the data you want to put in. In our case, we will click on the dataset BUILDER_*YOUR_ORG_NAME* - EB_USERS. Select USER_ID and drag and drop it into the "Measure" section of your widget.
Note: The pie chart is now showing the number of USER_ID of your dataset (this means the number of users you have in SimpliField). If you click on the measure you can see several option to display the data. By default the operation applied is "count", so we are counting the number of users.
Now, we want to display the number of users, organized by categories. These categories are the different access rights of the users. So we will drag and drop the ACCESS_RIGHTS attribute into the "Category" section of the widget. You will now see a repartition of the number of users per access rights.
The pie chart does not show any number, nor a specific title, so we might want to improve it a little bit. First, click on the top of your widget and replace "Pie chart" with "Number of users per role". Then, you can click on the top right of the widget on the "Settings" button. This will display a new panel to modify some properties of the widget. Switch the "Show values" property to "Absolute".
Congratulations, you've just created your first widget !
Step 3 - Add a pre-filtered widget
On this step, we aim to add the list of users who never logged in:
Add a new item and select the "Data table".
Drag and drop USER_NAME and then ACCESS_RIGHTS from EB_USERS dataset on "Columns" section of the widget.
On the top right of your widget, click on "Data" and then "Add filter".
Add a new filter to only show users for who the "LAST_SEEN" property is missing (this means they never logged in).
Modify the name of the columns by clicking on "Data" on the widget, then selecting the columns values and modifying the title.
Go to the settings of the widget, select "Title" and rename it "Users never logged in"
Step 4 - Add all the remaining data
Top 10 users:
Select a bar chart and fill it with the REPORTS_COUNT column of the EB_USERS dataset on "measure". Add then the USER_NAME of this same dataset on the "category" of the widget.
Go to the settings of your widget, select "Bar color by category", define the "Show value in bar" property to "absolute" and in the section "ORDER & LIMIT", limit your bar chart to the Top 10 values.
Rename your chart to "Top 10 users"
Bottom 10 users:
Clone your Top 10 users widget.
Go to the settings of your cloned widget and in ORDER & LIMIT section, select to limit it to "Bottom 10" bars, ordering by measure ascending.
Rename your bar chart to "Bottom 10 users".
Step 5 - Add your dashboard's filters
Select "Add item" and drag and drop the "Search & select" widget.
Fill it with the ACCESS_RIGHTS.
Go to the settings of the widget to add a title "Role" and to check the "Multiselect" property.
Do the exact same thing with a new widget, for the USER_NAME attribute.
Step 6 - Make it look beautiful
First, let's apply a theme to this dashboard. Go to settings on the right panel and in "Theme", select "SimpliField".
Now let's organise our widget. You can click on each widget and resize it as desired.
Now let's add some text to replace the title. To do so, go to settings and uncheck the title option. Then Add an item of type "Text" and customize it as you need.
Step 7 - Modify the display on mobile
After building your web dashboard and if you plan to share it on mobile, you should go to the mobile view, and organise the widget sizes for a mobile view.
Step 8 - Share your new dashboard with a team
Click the close button on the top right corner of the page. Don't worry, your dashboard has been automatically saved !
You should now see the "Admin monitoring dashboard" card on your dashboards' organisation setting page.
Click on "Sharing settings" and select where do you want your dashboard to appear. In this case, we want it to appear on web and mobile, in the analytics tab. You also need to select who will be able to access this dashboard. As we are creating an admin dashboard, we should select an already created team in SimpliField with all the admins interested in this dashboard.
Publish your dashboard, refresh your browser. Your dashboard now appears in the analytics tab to the team you shared it with.
