Advanced Dashboard Configuration - Course Outline

Our Advanced Dashboard Configuration course is a deep dive into our administrator functionality and configuration for users - in depth.


The duration of this course is 1 day.


Maximum of 5 attendees per course.

Cost per person

The cost of this course is £300 per attendee.


The course can be delivered online via Teams or at the Panintelligence office in Leeds.

Attendee Profile

This course is aimed at professional services staff who install and configure Panintelligence products for customers.

Trainees must have completed the Dashboard Introduction course prior to attending this session.

How to book

Speak to your pi contact or take a look at the scheduled dates and book your course here

Onsite training cost

Delivered to your team, at the venue of your choice at a cost of £925 + VAT + Expenses

Course Outline

By the end of this course, all attendees will be able to complete the following tasks:

  • Install the dashboard

  • Connect to the repository - Explore the repository structure and Audits

  • Restricted user - creating user/role profiles, Limit categories, Roles, Category access Panel, User access panel, User information panel

  • Delete users

  • Privileges

  • Data restriction - User restrictions, Variables in user restrictions

  • Variables - Use in filter, Shipped variables - new date ones, Use in titles, In data connection, Swap table, Swap column, Swap date format

  • Data connection - Remove the loop with alias, Order by, Index columns, Deleting a data connection and how to clean up