Create and Manage Dashboards

Overview

In the Business Intelligence module, you can create dashboards by selecting charts, filtering them, and organizing them on a canvas.

Each dashboard card provides a menu icon with multiple management options:

• Select - Select the Card
• View – Open in view-only mode.
• Edit – Open for editing.
• Select Publish – Publish the dashboard after confirmation.
• Publish to BrainGrid – Publish to BrainGrid after confirmation.
• Delete – Delete the dashboard after confirmation.

Dashboard Card

• Select Selects the dashboard card to perform further actions

  

• View
  Opens the dashboard in view-only mode.

  

• Edit
  Opens the dashboard in editable mode, allowing modifications to charts, layouts, and settings.

  

• Publish
  Opens a confirmation modal. Click Save to publish the dashboard.

• Publish to BrainGrid
  Opens a confirmation modal to ensure correct publishing to BrainGrid. Click Save to publish the dashboard.

• Delete
  Opens a confirmation modal. Confirm deletion to permanently remove the dashboard.

Step-by-Step Guide to Create a Dashboard

Access the Create Dashboard Section

• Ensure you are logged in as an authenticated user with access to Business Intelligence.
• Navigate to the Create Dashboard section.

View Available Charts

• All available charts are displayed.
• Use the search field to filter charts by name.
  Use the search field to filter charts by search term.

• Use the filter option to filter charts by visualization type.
  Use the filter option to show only charts matching the selected visualization type.

Drag and Drop Charts to Canvas

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Global Dashboard Widgets
Default widgets such as "Quick Window", "Recent Activity", "Upcoming Event", "FAQs", "New Users" are available.

• Drag charts from the list to the main canvas.
• Reposition and resize charts as needed.
• Delete charts from the canvas if required.

Enter Dashboard Details

• Enter Dashboard Name.
• Enter Description.

Create the Dashboard

• Click Create Dashboard to save the new dashboard.

Create a Superset

• Click Create Superset to generate a new superset.
• Fill in the required fields:
  • Name
  • Description
  • Dashboard ID
• Click Save to create the superset.

Dashboard Creation Outcome

• Successful Creation: Redirected to List of Dashboards.
• Failed Creation: Validation error message displayed.

Menu Icon Actions Workflow

1. Click Menu Icon on a dashboard card.
2. Select any action from View, Edit, Select Publish, Publish to BrainGrid, Delete.
3. For actions requiring confirmation (Publish, Publish to BrainGrid, Delete), a modal appears.
4. Confirm action by clicking Save (or Delete) in the modal.
5. The dashboard is updated according to the selected action.