Category/ Page Navigation

Categories in piDashboard are the pages within the application, which can be configured to hold charts or data tables. Categories can also be used to control how much information users can see.

Panintelligence has been designed to work across all platforms with consideration given to touch devices and the controls have been designed to be more familiar on those devices. The icons used are similar to those found in other software, making it easier to navigate.

Panintelligence shows one category (page) at a time. To access the list of Categories, click on the icon at the top left of the screen, highlighted below in red.

The category list will then slide in from the left side of the screen in a tree structure, with sub-categories available underneath.

These can be opened and closed by clicking on the arrow beside each group. In the example below, Dashboarding is the group heading for several additional categories and subcategories.

Clicking the heading 'Dashboarding' will display the child categories beneath it. 

Once you have selected a category the list will disappear from the screen again maximising the amount of space available to view charts.

If you want to permanently see the category list you can pin the category slider with the pin icon as shown below.

There is also a text box with a search function. If you start to type in the name of a category it will display all those categories containing that string of text, even if they are a nested category. There is no need to use any wildcard symbols in your search.

In the example shown below, by typing 'ce' in the search box, the pi interface will show all possible matches and their location within the category tree structure.

In the example provided, the filter is showing 'Insurance', Human Resources' and 'Dashboard User Access' because they all contain the string 'ce'.

The parent and child items are also shown in the list to aid navigation and add context.

Clearing the search box will then show the entire list of available categories again. An additional feature, 'locate active category', shows you where to find the current category in the tree structure. This provides you with some context about the charts being shown.

To close the Category menu, either select a category or click anywhere on the Dashboard page itself. 

For details on creating categories, please refer to section Create & Configure a Category

Interface Navigation

The dashboard is designed to work using regular browser controls. If you move from one category to another, or drill down/ up, then you can easily navigate forwards and backwards using the browser controls. Similarly, you can refresh an entire page by refreshing the browser.

The Dashboard is entirely URL driven, so you can bookmark, favourite, copy and send URLs in any way that suits you. You can also use this to embed dashboard elements in other pages or even within your own application.

Bookmark/ Favourites

It is possible to Bookmark or Favourite a category with filters applied in your web browser just as you can with any other URL. This will allow you to immediately revisit this set of filters without having to reapply each filter again.
This option also allows you to create several tailored filters for each category, e.g., for your team or department, last week's or last month's data, or a certain product across a specific period.