1. Training: Welcome to the new FAST Dashboard
Rob McMicking

2. 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.

3. 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

4. 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

5. Creating the Dashboard

6. Dashboard is empty, but ready when you are!

7. 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

8. 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

9. Limitations
Cannot graph a cross tab pinned report or subtotaled report

10. Questions ?