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Dashboard FAQs

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Will I be able to tailor the dashboards content?

Yes, you’ll be able to add new charts, amend existing charts and change the dashboard layout without any technical training and you’ll also be able to change the default colours used on charts. You can update and change the content as often as you like to keep it relevant.

Have a look at these articles for more information:

Replacing a chart

Changing the chart type

Layouts

Colours


Can the dashboard use our corporate branding?

Yes, the default colours can be changed via a style sheet to match your corporate branding and you can even display multiple logos driven by the user logon.

Have a look at these articles for more information:

Themes

Styles


What are Magic Variables and how do I use them?

Magic variables are system made global variables that help you filter your data by specified values by using the Variable Names.

The variables allow users to set dynamic date values in various places of the dashboard that are automatically calculated and updated.

For example, if you would like a chart to always be restricted to TODAY, you can add a filter as normal, select the date object you want to be restricted on and enter [[TODAY]] into the value field. This will then automatically replace that variable with today’s date in yyyy-MM-dd format.

These can be used in Default Values for Category Filters too, this means a whole category could always default to TODAY for example. If you require a range in the default filter use four colons (::::) to split the two values. So, if you would like a category to always show the current month’s data dynamically you could set the default value of a date range filter to be: [[START_OF_MONTH]]::::[[TODAY]]

These values can also be used in numerous elements of the data connections too i.e. in a WHERE clause or SELECT.

In order to use your chosen Variable, you will need to enclose it within double square brackets as follows [[TIMEZONE]]

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

Have a look here for a list of Magic Variables.


Can I change the dashboard Theme for a particular user?

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.


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

Dimensions are typically character based database table columns that go into the group by of the chart you are creating. These object types are used to break the data up into various groups. For example, Departments could be split into Sales, Marketing, Development etc.

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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