1. Dashboard 5.7

2. 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.

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

4. Dashboard Definitions
Dashboard Layout
Dashboard Reports
Dashlets
Dashboard Parameters

5. 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

6. Dashboard Reports
Following Report/Chart Types available

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

8. 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)

9. Dashboard Parameters

10. How to access Dashboards
In Patricia
Report Reports Dashboard

11. How to access Dashboards
In PCP
Patrix-PCP Reports Dashboard

12. Create Dashboards In Patricia Maintenance
Report Dashboard configuration

13. 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

14. 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

15. 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

16. Questions?

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