Now that they have had a very good understanding of false reports he does time for us to know about
dashboards what our dashboard is how do we create dashboards and sales force.
How do we customize dashboards.
How do we use the various dashboard competence how do we schedule a dashboard Refresh.
How do we use dynamic dashboard filters.
Doesn't These are all the various concepts that we are going to cover regarding dashboards.
So why does a dashboard we know dashboard is a graphical representation not a pictorial representation
of the data that you have in your report or even multiple reports at some time.
So it's kind of a snapshot of data you can see not to obtain the latest data.
You need to refresh them either manually or in this case element.
And that's why we have the option of scheduling dashboard Refresh even that we would be covering in
the forthcoming lectures.
OK.
So how do we create a dashboard and sales force.
So along with the new report option you also have an option for a new dashboard.
So Wolf you've got a new dashboard.
OK.
So this opens up an empty dashboard as you can see here.
Create a dashboard that actually important segments that we got to define one is a competent and the
other is a data source.
So what does a competent and what does a data source confident tells you.
Which dashboard component your dashboard has to belong to.
Say for example the horizontal bar chart or the logical bar chart or the line check or the donor check
out the pie chart of the funnel chart or the gauge company.
So which is the complement that your dashboard should reflect.
And the second important information that we got to provide is that a data source means which is the
underlying report for this dashboard because a dashboard is not something that is existing of its own
right dashboard is something that is a reflection of the data that does data and news reports.
So you go after tell which a report from basically tossed a pull in the information.
So here you have the list of all reports that you have an event and you can very much pull that aboard.
Okay now let's create our first two dashboard.
First let's choose our data source and let it be the somebody report that we created.
And once we have chosen the data as as we got to choose the component selected by the horizontal bar
chart and maybe like we can also generate other dash dashboards out here.
So let me use the word gold bar chart and let me pull in
and similarly let me use the pie chart.
Let me use a direct chart funnel chart
even limits.
Let's see about the other competence S1
OK.
And let me choose the OK perfect Wiggins.
Let me use the gauge comfort and test will we choose the data source
OK.
That's perfect.
Would you like to have tools at all the companies that are available as part of the dashboard dashboard
competence.
This is the horizontal bar chart vertical bar chart the line chart.
The pie chart below chart funding chart gauge and almost able to think like we have it out here.
But the most important part of dashboards is that to understand how do we customize the dashboard to
show the information that we need.
Say for example like this is a dashboard.
Okay.
And yes.
And you also got to know the limit of the dashboard that it can hold a maximum of 20 dashes.
So here I have three six nine 10 dashes right.
So at maximum a dashboard can have 20 dashes.
And if you remember right we have a competent which is call this dashboard confident that is available
in the home page layout right.
And if you like that pretty confident and if you choose which particular dashboard has to be listed.
So that dashboard will be appearing in your homepage.
But I do mode one more thing that irrespective of the number of dashes in your dashboard at home page
will show only the first total off the dashboard meaning you know your home page will show only the
first of three that is that having your dashboard OK.
Now let's customize the dashboard you have options out here of it and you can choose narrow medium or
wide.
So like if you want a wider view of that yes you can choose white or you will get a better view of your
dashboard no logins for customizing this dashboard.
You have two icons over here.
One is the edit attributes and the other does a delete.
So when you click on edit attributes you will have this window open and this competent editor is pretty
much the same for most of the confidence.
So then you have two sections.
One is a competent data and the other is a far more fitting incompetent data you determine like what
has to be the y axis.
So basically here.
And what has to be in the x axis basically here.
And if you are grouping by any one of the fields that are available if you're using any combination
checks and how the display unit test to be and then you don't know what it has to basically draw down
to the source report of the field virtually everybody on multiple options and that let me say in y axis
I give the sum of amount.
Well it is already some off amount and in the x axis.
Okay let me stay with the state.
So if you show me the stage information and I want to group it by the close date and venue group and
by a particular closed a little lake and these options of group by heat up year 0 only like if you have
already grouped your records with that particular field in your summary report.
Okay so you got the first group that I cards in your summary report.
Well you then you'll get those options out here in Utah Nash mode.
So let me go for this view.
Okay.
And you can also use combination charts for plotting additional values in GIS that is under the field
when they get summarized you can very much use that field for the other axis and then you can compare
basically both say for example we have some of the expected revenue then you can pretty much joules
expected revenue out here because we have not summarized it we are not getting this option but the unit
you can choose the expected revenue out here and you can say let us use the second axis.
So you'll get that sum of expected revenue out here in the y axis on the other side.
And you can do a comparison between the amount and they expected revenue.
And next comes in display units how the display unit should be it should be auto auto means like it
automatically picks the best one.
I'd like you to very specific about that then you can go find any one of these display units.
And then finally drill down to.
So this loan to auction is like when you click on the dashboard.
Basically what it should allow to you to take you to the complete source report audit you take you to
the filter to source the report what is filtered source report meaning which a let's say for example
you order a grouping does a report by stage.
Right.
So when you click on a particular stage it should show you the records belonging to only that particular
State Auditor Troy show the entire report.
Okay.
So that does call us a free dirt sales report on the record detail but you get an investor to go to
the detail page of the record you can choose that option or some other you waddles in like any other
you are told that you want to specify you can use this option.
So let me go with the filters also report and say okay all right.
The dashboard looks absolutely awesome.
And here you have options for header and footer so high that pretty much tells you what the dashboard
is all about.
Say for example let me say Opportunity's by stage that tells you what the dashboard is all about and
you also have a folder Photo means light in case you are very specific about opportunities the light
in the last year all of you are considering the opportunities.
You all are and then the current one thought a vigil very awesome some terms and conditions are some
small notes that you want to mention.
You know you can very much say that say for example Opportunity's for the last financial year.
Also some information that you want to give you can use it for that option.
And once they are done editing the header folder the check like if everything is fine with the properties.
OK.
Regarding formatting so formatting you again very much ascended by say for example value ascending.
Then you know it appears like this all value descending.
However the way you want it and access range and the legend position like whether you want the legend
position at the bottom what you wanted to write something like this it is totally up to you.
And data labels like God if you want to show details on Holder for example any hole What did you tell
you that it.
So if you want to show all the details on what you can choose this option say OK so you have basically
configured the dashboard asked for that business needs overall.
You know we have the similar options and for most of the confidence but then some of the options are
a little different for competence.
Say for example this by Chuck lake if you go to the competent data to ask you like what what what are
the values and what are the veggies.
Basically know how we should basically split all those.
And what does the display unit you want are displayed.
And then again there are allowances and formatting and formatting like you have a line that you want
to combine small groups you know sort of say if for example like if the percentage is very very less
obviously you want to combine all those into others all you want to show some values to the exact values
are you just want to show a percentage.
If they say show no values until only the percentage OK.
If I say sure values if you show the values that speak and sure details on lower similarly for the donor
check have multiple options out here and even here.
So let me say show percent should eat as show total.
OK.
So the total is five point seven four.
So similarly in only half guard multiple dash points like this and say for example for the final check
you go to say like what are the values segments like how we'd want to basically form these segments
out here.
Okay.
Like the debate stage of closed date on that also again depends on by which field you have basically
Group B or somebody report and display and tell the display units has to be and then drill down like
Hollywood has to basically show the show that they don't report and the formatting formatting are pretty
much the same.
And very one diligent position all these we discussed in the previous competent
and the gauge company engaged company and basically tells you like very what.
With respect to a target say for example the target is five point seven four so very hard with respect
to the target but then there is one restriction that limitation that I would like to highlight and engage
company does that go to the added attributes and here and here we basically go to define what is the
minimum value breakpoint 1 2 and the maximum value.
And you have got the different color specifications for that and now it's all in millions and the maximum
is five point seven four.
So let me say the maximum is 10 million
and Blake find one is thirty three million and breakpoint to the 70 million.
So in this scenario you do gauge competent will point accordingly.
So then the whole target is 10 million and where are we right now.
So that you can pretty much see like aerial business dance using this gauge company but the limitation
of this gauge competent is you can use only hardcoded values out here.
Now you cannot actually configure this gauge competent in such a way that you can pull information from
your sales for some one of your associates objects are you basically go to configure hardcoded values
in the gauge competence audit that there is a big limitation of this gauge competent say OK all right.
So that sounds very nice.
And the other ones are the simple ones the straightforward ones.
That is a tap competent at table competent individual display information the form of a table.
And here comes this scatter chart letting you know it will actually point to values like a graph you
can say you know where do what exactly.
And then comes the metrics.
So these are the various components that we have as part of dashboards.
No let's go and save the dashboard.
Let me say it is summary dashboard and let's let's it be under my personal dashboard.
Save close save and close.
All right.
Here you go.
This is your dashboard to somebody's dashboard sounds absolutely awesome.
And in a similar manner you can build a dashboard for metrics reports as well you know matching send
somebody to board pretty much the dashboard competence and the dashboard the options that are available
in your edit attributes like Clinton or they are pretty much the same for somebody and magic setup works.
So what you can do is for all the reports that we created try creating these dashboards aspect so now
that like we have seen how do we create one for somebody reports create the same use the same competence
and they don't use a different report that is a metrics input and try generating dashboards and the
here after you save the dash dashboard do you can order a couple of important attributes say for example
this is called as Holbrook you know like a sure details on hold are basically like it we show you the
details.
So this is close to one so when you hold on that and you show you the details of close to one and this
is others into showing you the details of others needs analysis showing you value proposition at issuing.
So this is basically showing details on hold.
And that was one of an optional slide drill down to the full set of board photos report on a drill down
to the third report right.
So if you're a drill that hold this option like you know you'd say is likely to go to the full report
so it means like if you click it we'll take you to the entire report say for example click the dashboard.
It takes me to go fully report.
It is not very specific close to one but then like if you choose the other option that in like you got
to filter it by the filter report click to go to the filter report.
So it was just you know sure those are related records which are shown in the dashboard.
So only the full data report would be shown up here.
So this is about the generating the reports and dashboards for with respect to somebody and a metrics
that bought and then the next lecture will understand what all the limitations that we have with respect
to the tabloid reports on that giant triplets.