Dashboards are designed to visually display Key Performance Indicators (KPI) in order to allow quick and clear examination of actual performance. A typical dashboard is designed with high level reports that can drill down to more detail when required.
Yellowfin's dashboard allows you to display all key reports on a single page, using tabs to organise by subject and type. The tab feature also allows you to search your public repository for enabled reports and add them to a selected tab, or grant access to pre-built public tabs.
The following image displays the main features of the dashboard:
- The menu permits you access to additional reporting functions such as create report or access to the report list – your report repository.
- The search text box provides you with the ability to search reports across your repository. Enter your key word and click go.
- Dashboard tabs allow you to navigate between various pages on your dashboard.
- The menu allows you to add, edit or delete tabs on your dashboard.
- You can add various reports into Portlets on your dashboard tab.
- Your favourite reports and inbox are displayed to the right of your dashboard reports.
- Your inbox is used to receive distributed reports, reports for approval and comments.
- Your draft report list lets you quickly access the draft reports you were recently working on.
- Your recently accessed reports list keeps track of the reports you've last viewed.
Types of Tab
A tab consists of a set of pre-built reports, typically related by subject area. There are four types of tabs in Yellowfin:
Basic tab containing independent reports.
Pre-existing tabs stored in your repository.
Presents reports to the user in the form of KPI metrics. Reports are run on a regular basis against predefined targets, showing a history/trend over time.
Used to create relationships between multiple reports which then allows a user to drill down on one report and have the associated filters applied to the other reports automatically. This is a way of providing multiple views of the same data set and allowing flexible slicing and dicing of data.
Planning your dashboard is an important process. When designing, think about what means of display will communicate the data best. Think about the number of different charts, tables, and reports you display on a dashboard, the clearer the better. Pictured is an example of a hand drawn design.
To the right is a well planned and implemented dashboard, taken from the design above. There are 5 groups of data shown on this tab, but the type has been limited to three; a Line Chart, two Dial Charts and two GIS Charts. The result is a clear and easy to read Dashboard.
Managing Dashboards Tabs
Once a tab has been added to your dashboard you can continue to update and edit them to suit your needs. The tab menu allows you to add, delete or edit tabs. By clicking on the tab link you will have a drop down menu from which you can choose the following options.
Move Tab Location
The first tab from the left of the page is the tab that will open first when you login.
- To move a tab location in the list, click the tab drop down menu icon.
- Choose the direction you wish to move the tab
Delete Tab from dashboard
If you no longer wish to have a tab on your dashboard then:
- Click the Delete link whilst the tab you want to delete is Active
- Confirm the deletion by clicking OK on the confirm window
Exporting Tab from dashboard
If you wish to export all the reports on a tab to one document then:
- Click on the Export option in the tab menu
- Select the format you wish to export to.