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:
- Menu: links you to additional reporting functions such as Create Report, Report List, Discussion.
- User Info: provides the name of the current user, as well as a link to access their preferences.
- Inbox: used to receive distributed reports, reports to be approved, and comments.
- Search: allows you to search reports across your repository.
- Tabs: navigate between various pages on your dashboard.
- Favourites: lists your favourite reports to the right of the dashboard display area.
- Draft Reports: provides access to recently edited draft reports.
- Recently Accessed Reports: lists the most recently viewed reports in a session.
- Units: available when unit selection is present on the dashboard
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, includes options for analytic filters and series selection.
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.
Used to link reports so that you are viewing the same selectable metric across all linked 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.
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:
- Select the Delete option from the tab menu
- Confirm the deletion by clicking OK on the confirmation prompt
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.