Dashboard allows you to combine multiple reports in a single page for a quick overview. Skydesk Reports provides a flexible m x n layout that allows you to organize the dashboard in any way as required. With this, you can easily create a visually rich and interactive dashboard by adding reports, widgets, user filters, and rich-formatted text.
The following is a sample Dashboard.
The following is the same dashboard in Degisn Mode.
1 - Custom Title added in the Dashboard
2 - User Filters added in the Dashboard
3 - KPI widgets added in the Dashboard
4 - Reports added in the Dashboard
5 - List of Reports in the Workspace to drag into the Dashboard
The above is a sample layout of a dashboard, which could be customized. Once you have created your reports/views that you want in Skydesk Reports you can start designing your Dashboard. This following section describes how to create a Dashboard and layout it as needed.
Skydesk Reports offers easy to use flexible m x n layouts for the Dashboards. You can quickly drag and drop reports and more components to your dashboard. You can organize them in any way as required. To create a Dashboard, you have to invoke Dashboard Editor option by Create at the top left and then select New Dashboard option. The Edit Design window will open. Design your dashboard as required.
Skydesk Reports allows you to add reports to your dashboard easily with a drag and drop interface.
Follow the steps below to add reports to your dashboard.
You can add any number of reports to the dashboard and organize them as needed.
Skydesk Reports provides a flexible m x n layout Dashboard. You can organize the dashboard in any way. You can simply drag and drop the components in edit mode of the dashboard.
You can rearrange the components in a dashboard into any location needed by drag and drop. As you drag, other components will be automatically arranged. A purple line will appear marking the borders of surrounding views. This will be useful to arrange the views in the desired way.
You can also reorganize multiple components together. Select components in the same row and/or column and drag them to the required location. The following animation explains how to re-organize multiple components.
You can resize the components in the dashboard anytime using one of the following options.
You can easily resize the component by dragging the border. As you drag, a purple line will appear marking the borders of surrounding views. This will be useful to arrange the views in the desired way.
Skydesk Reports allows you to apply a uniform dimension to multiple components using the Copy-Paste Dimension option.
You can select the component with the desired dimensions and click Copy Dimensions option in the contextual toolbar that appears at the bottom. Now select the components on which you want them to be applied and click Paste.
The following animation explains how to copy-paste dimensions from one component to others.
You can choose to copy the width, or height or both.
Fit components to width allows you to resize the components to fill available space with proportionate width.
Select components which are in the same row and same height and click Fit to Width option in the contextual toolbar that appears. The components will be resized with proportionate width to fit in the available space. The following animation explains how to resize to fit components to width.
You can resize the components to fill the space in the dashboard layout in few clicks. The following animation explains how to resize to fill the space.
You can easily remove the components from dashboards anytime.
To remove a component, click the action menu of the component and click Remove.
To remove multiple components together, select the components you want to remove and click the trash icon in the Dashboard contextual toolbar.
Skydesk Reports provides context-specific customizing options for all view that you dropped in a dashboard. You can also apply themes to improve the look and feel of your dashboard. To know more details on this, refer to the Customising Dashboard section.
The below is a final Dashboard with customised theme.
Skydesk Reports allows you to enhance your dashboard by adding rich formatted text, images and HTML content to enrich your dashboard with relevant contextual information and styling.
To add text:
Skydesk Reports allows you to organize the added text as needed at any time. To know how to layout your dashboard, refer here.
Skydesk Reports offers a widget-based model for adding single number and chart type widgets within dashboards. These are called KPI Widgets. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend or plotted against a target to show progression.
Skydesk Reports offers two types of widgets,
Skydesk Reports allows you to include dynamic filtering capability in the dashboard view mode using the User Filters option. This enables viewers of the dashboard to apply filters dynamically and view the required information. You can add User Filters to the entire dashboard or for the individual reports embedded as required.
The following sections explain how to add User Filters.
To add User Filters to the Dashboard:
Skydesk Reports allows you to add user filters available in the embedded reports into the dashboard too. This is an easy & convenient way to add users filters to a dashboard, without the need to repeat the task of user filters creation again.
To achieve this:
You can also add user filters for individual reports that have been added in a dashboard.
To achieve this:
User Filters will be added to the corresponding report alone.
Skydesk Reports will display an alert over a user filters column (refer to the image below), which is longer relevant to the dashboard i.e., All the reports that use this column is removed from the dashboard. You can easily remove these user filters by hovering your mouse over the corresponding column and select Remove. You cannot save the dashboard without removing these columns.
Skydesk Reports allows you to create a common Date/Period user filters that can be applied to all reports in the dashboard. This user filter is different from the other filters (described above), as it is not tightly bound to any (date) column in a table.
With this timeline filter, you will be able to set up a common Date/Period user filter independent of the tables on which the reports have been created. When you use the timeline filter in a dashboard, Skydesk Reports will apply the criteria on all reports, matching it with the best possible date column associated with the report. By default, if the report has a date column, it will filter using it. The matching date columns can also be customized,
Since this is a common period filter, you can set up only one timeline filter in a dashboard.
To add a timeline filter,
When you apply this filter, by default it will be applied only to those reports that have a date column as a part of it. The date columns can be customized using the Timeline filter column mapping section(as shown in the below snapshot).
Skydesk Reports allows you to merge multiple user filters into a single a filter. This is pretty useful in cases when you have a dashboard with reports created over similar columns from different tables, but still wanted to have a single common user filter to apply over them.
Note: Only user filters which are based on Text column type (categorical columns) can be merged.
You can merge user filters by simple drag and drop.
You can add or remove the column from these filters anytime as shown below.