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Have a look at these articles for more information:

Replacing a chart

Changing the chart type

Layouts

Colours

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Can the dashboard use our corporate branding?

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Have a look at these articles for more information:

Themes

Styles

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What are Magic Variables and how do I use them?

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Info

DATE type variables need to be used on DATE type objects.

Have a look here for a list of Magic Variables.

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Yes you can. You can set a different theme for each user if you want to. Take a look at this article for more information.

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What’s the difference between a Measure and a Dimension?

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Measures are typically aggregated number values that will be shown as collapsed rows of your chart e.g. Age of employee could be shown as either a 1-1 relationship with the name of a user or as an average for a Department.

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How do I set up User Access?

User Access is a method of providing access to categories either by assigning access to a role and then adding users to the role or by giving access to categories to individual users.

To setup category access for a user you will need an account with Admin level access. Once you have logged into the Admin level account you will need to go into the ‘Dashboard Configuration’ page by clicking the icon in the top-right corner of the dashboard.

In the ‘Dashboard Configuration’ screen, click the ‘User Access’ tab. You can then choose to manage access by:

Category – Select a category you would like the user to have access to on the left of the screen and then select the user(s) that you want to be able to access this category from the middle section of the screen. You can also remove category access for a user here by removing the tick next to their name.

Role – This is a lot quicker and more efficient way of providing category access – any changes that you need to make i.e. removing or adding new categories only need to be done at role level and they will automatically apply to all users who have been assigned to that role. Select the role that you want to amend and then choose the categories that you want to assign to that role.

User - Select the user on the left of the screen, the categories that they already have access to are shown in the ‘Overall Available Categories’ section. To add or remove categories, tick or untick the relevant category in Category section.