Dashboard 5.7.

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Presentation transcript:

Dashboard 5.7

Introduction New version of Dashboard / Tool available with Patricia 5.7 Same solution for the following platforms Patricia 5.7 Patricia App 2.0 Patricia Collaboration Portal 5.7 Replaces old Dashboard solution.

System Requirements No additional Licensed product is required Required Jboss server to use Dashboards Java 8 (Minimum required Java version)

Dashboard Definitions Dashboard Layout Dashboard Reports Dashlets Dashboard Parameters

Dashboard Layout Layout is a set of blocks/placeholders with predefined height and width to display charts/reports. Dashboard feature comes with set of default templates. 2 – Column Layout 2 – Row Layout

Dashboard Reports Following Report/Chart Types available

Dashlets Placeholder for reports in a Dashboard Dashlet can have different in sizes

Dashboard Parameters Dashboard data can be dynamically updated by providing input values during run time. Following Input types can be used Text field Date Field / Date picker Combo Box / Drop down Security can be applied to show or hide Dashboard parameters. (Based on Patricia Security Groups)

Dashboard Parameters

How to access Dashboards In Patricia Report Reports Dashboard

How to access Dashboards In PCP Patrix-PCP Reports Dashboard

Create Dashboards In Patricia Maintenance Report Dashboard configuration

How to create Dashboard Reports New Report New Report Wizard opens and you can start creating Dashboard Reports. Edit Report Update existing report Select a report in the list Click on Edit Report Wizard with report details Delete Report Delete any existing report. (If Report is used in a Dashboard, then its not possible to delete the report) Video Tutorial available on how to create Dashboard Reports https://www.youtube.com/watch?v=ICYpBPn9qHM

How to create Dashboard New Dashboard New Dashboard Wizard opens and you can start creating Dashboard. Edit Dashboard Update existing dashboard Select a dashboard in the list Click on Edit Dashboard Wizards will open with Dashboard details Delete Dashboard Delete any existing dashboard Video Tutorial available on How to create Dashboard https://www.youtube.com/watch?v=D06y7zL2PZM

Dashboard Considerations What is the objective of the Dashboard All Data or partial data Well defined Query Patricia Case level security is not applicable for Dashboard Reports PCP Case filter is not applicable

Questions?

Hands on exercise Create a Dashboard report Create a New Dashboard Assign the user Review result