Training: Welcome to the new FAST Dashboard Rob McMicking rob@mcsl.com

This course The end user Dashboarding course is going to look at Dashboards, charts and graphs from the end user point of view – focusing on how to create and manage your own dashboards for a variety of workflow options and how to create charts and graphs to give you quick and easy access to not only the report data but drill-down to the detail right from your dashboards.

Back to Basics: Understanding the Link Between Pinned Reports, Graphs and Dashboards Spoiler Alert: it all comes back to Pinned Reports… You can also save the report as a GRAPH and/or GRID Create a Dashboard Add Graphs and Grids to the Dashboard Pinned Report Saved

So how do I create a Dashboard? Run a report Aggregate the data Click graph icon – moved from advanced options Create graph Save as pinned report Goto dashboard add to existing dashboard or create a new one Edit pallete colors – dashboard specific not graph specific Save – as an end user it will be private, for public you need special roles

Creating the Dashboard

Dashboard is empty, but ready when you are!

Managing your Colour Palettes or creating new ones To find it: Site Admin -> Layout -> Dashboard Color Palettes NOTE: Site Admin access is required as this is a global function

Dashboard Features Multiple dashboards Descriptions under title Choose color themes Move and resize Legend location Drill down to details Select legend to limit results in graph

Limitations Cannot graph a cross tab pinned report or subtotaled report

Questions ?