NOTE:  When licensed, each dashboard is available to users that have the appropriate permission set in their role.  A role permission is provided for each of the three possible dashboards.

 

To begin working with dashboards, start by clicking a dashboard option on the Dashboards tab.

 

Dashboard Format

Each dashboard layout includes the following elements:

 

•A drop down menu for selecting an "active" dashboard

•Tabs along the top for selecting available dashboard views within the current active dashboard

•A filter panel for setting options that affect the charts and graphs.

•A search tool with type-ahead to help find specific data

•Filter controls to navigate back and forward through previous filter settings, as well as to clear current filters

•A list of current filters being applied

•Charts and graphs for visualizing your data

 

 

 

Note that each of the three types of dashboards (KPI, Platinum, and Schedule) has a selection of active dashboards that can be chosen.  Each of the active dashboards has its own selection of dashboard tabs.  This is a way of organizing the kinds of data analysis and visualization into logical groups.

Working with Filters

One of the most powerful aspects of the dashboards is the ease with which you can filter the information being displayed.  Several tools are provided that allow you to investigate any slice of the included data.

Filter Options

Use the filter options in the panel on the left to make filter selections by clicking on the desired filter(s).  Notice that your selections are highlighted and recorded in the Active Filters box, and the dashboard results are automatically updated.

 

 

 

Filter selections are automatically applied to all dashboards on all tabs for your active dashboard selection.  Changing to a different active dashboard clears your filters.

Multi-Select

Additionally, you can multi-select filters within the filter panel by either control-clicking the options you want, or by clicking and dragging to select multiple filters in a row.

Drill-In

Finally, another way to filter the dashboard data is to drill directly into a specific chart or graph on the page.  To do this, you can click directly on a pie slice, bar, or data row to show results for that element only.  Or, to view results for a handful of items, you can click and drag to highlight several items within a chart or graph.

 

In the example below, a single size category was first selected within the pie chart, and then two room types were highlighted within the updated results to drill in even further.

 

Search

A search bar is provided for performing a global search across all data elements.  Additionally, you may click the search icon on an individual filter type to search just that data element.  The search utility includes type-ahead recognition, and allows for the use of string wild cards using an asterisk (i.e. *something = ends with something; *something* = contains something; something* = starts with something).

 

When the desired element is identified, simply click on it from the list and your filter will be updated.

 

Back, Forward, and Clear

Back and Forward controls are provided that allow you to cycle through previously used filters.  The last 100 choices are saved in history.

 

The Clear button clears all current filter selections for the active dashboard.  Note that Clear does not clear the history for the back and forward controls.