FAST Administration Training

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Presentation transcript:

FAST Administration Training Advanced Dashboarding for Groups including: Creating Graphs and Grids Managing Dashboard Layout Adding Dashboard Filters And more!

Let’s create a few Charts and Graphs Options include: Report Grid Pie Chart Donut Chart Bar Chart (Vertical) Bar Chart (Horizontal) Scattered Line Chart Stacked Graph Important Initial Step: Give some thought to what you are actually trying to display as a GRAPH. If there is no distinct subset of data that you want to graph, consider saving as a GRID. Not all reports will make great graphs but trial and error will show you the options and how to make them look great before saving! Save 2 graphs and 1 grid – Student and Finance. Show all samples while building.

Adding Graphs to the Dashboard: Just Drag & Drop!

You may see a security warning: This Pinned Report/Graph has not been saved to the Dean’s Group and as a result, they will not see it on this Dashboard

Managing the Dashboard Layout Options: Size and position of each graph Expand or Shrink Horizontally Reposition or Remove a Graph Refresh the Graph When you’re ready to review, click to exit the Edit Mode

Changing the Theme at the Dashboard Level:

Editing the Dashboard Security Click to enter Edit Mode Click the Pencil Icon to Edit Dashboard Details

Creating Dashboard Filters Term Fiscal Period Faculty Department Pay Period Admission Type or Decision Other

Map your Filters to each Graph/Grid Where there is no match, select -- Do Not Apply Filter --

Ready for your end users! The Filter will now display so the users can refine the data in each graph for themselves Multiple Dashboard Filters can be applied to each Dashboard

Empower your End Users with all the Tools! Dashboard Filters Export to PDF Pop-out to Full Screen Refresh Item Remove values from graph Drill-down to Report Drill-down to Details

Creating Dashboard Hyperlinks To create a quick and easy Hyperlink directly to the Dashboard, locate the Hyperlink icon: Copy the link provided for use outside of FAST NEW! Even the pre-selected filters will be included in the Hyperlink Value when end users access the Dashboard