Advanced tips for designers
Raouaa avatar
Written by Raouaa
Updated over a week ago

Naming of your dashboard

When creating a dashboard, always name it as follow:

[Your organisation name] - Your dashboard name

This name is only a technical name that will be useful for SimpliField teams to help you if you have any difficulty on it.

You can then define the "Subtitle" (which is the name that will appear for all your users in SimpliField). To do so, click on the right panel button "Settings", check "Subtitle" and fill it with a value.

You can uncheck anytime the "Title" or/and "Subtitle" if you do not wish to show it within the dashboard. Just check it again and modify it if you want to modify the naming.

Make the most out of your reports

If you wish to create a dashboard based on the information given inside reports, you should use the table report_question_eb.

When dealing with this table, your will use the following attribute as the measure:

  • "value_qual" when the answer is a qualitative information (string type)

  • "value_quant" when the answer is a quantitative information (float, integer, etc...). In this case you will be able to make operations such as sum, average, max, min, etc...

To make sure you are only showing the right information in your widget, you should filter it based on:

  • question_title (use the operator "is in" and select your question title)

  • value_index (use the operator "equals" and set the value to 0)

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