QAD .NET User Interface Overview > Dashboards
  
Dashboards
Dashboards bring together browses, web pages, business intelligence charts, and metrics within panels. Each panel offers a quick summary; to find out more, you click on the panel. Here is an example dashboard for a customer support manager:
You can create, edit, and delete dashboards directly in the QAD .NET UI. To create a new dashboard, you open Create Dashboards and then add content. You can double or triple the width of a panel. You can also copy and edit an existing dashboard. As an administrator, you can share the dashboard with others and assign it to one or more roles.
System administrators can change the maximum number of panels allowed in a dashboard, copy dashboards between systems, and modify access and display settings. For additional information on configuring dashboards, see the QAD .NET UI Administration Guide.
QAD Sample Dashboards
You can start creating dashboards right away, but you can also get sample dashboards that can be associated with roles in your system. The sample dashboards are available for download from the QAD Store (http://store.qad.com). To install the sample dashboards, use the package installation tool included with the download. After installing the dashboards, edit the role assignments for dashboards (see Editing Dashboard Role Assignments).
Creating a Dashboard
You can start a new dashboard or copy and edit and existing dashboard.
To start a new dashboard:
1 Go to Dashboards | Create Dashboard.
(Alternatively, open a dashboard and choose Tools | New.)
2 In the Name field, enter a label (or text string).
QAD suggests that you use existing labels (if appropriate) to assure consistency and translation of text.
3 Add content (see Adding content).
4 When done, click Save Dashboard.
When you save a dashboard, the dashboard is included under My Dashboards on the menu.
You can then share the dashboard by choosing Tools | Publish.
Once a dashboard has been published, you can associate the dashboard with one or more roles if you are an administrator.
Note that you can also access the menu functions by right-clicking anywhere in the dashboard grid.
Adding Content
You can add panels containing browses, web pages, business intelligence, and metrics by clicking Add Content, which opens the Add Content to Dashboard window. By default, a dashboard can include up to 12 panels. System administrators can change this default if necessary (see the QAD .NET UI Administration Guide).
Adding Browse Panels
To add browse panels:
1 Click Add Content.
2 In the Add to Dashboard window, click Browse.
3 Use the search field to find the browse you want. Scroll through the list and double-click on the browse so that you can further configure the browse. Note that you can include browse charts (for more information on browse charts, see Using Browse Chart Designer).
(Clicking the Configure button is the same as double-clicking on the browse.)
4 Note that you can go back and choose a different browse by clicking Back.
5 In the Search filter, enter any filter conditions you would like to use.
6 Click Add to Dashboard.
Adding Web Page Panels
To add web page panels:
1 Click Add Content.
2 In the Add to Dashboard window, click URL Page.
3 In the URL field, enter a full URL to a web page (such as http://www.google.com).
(Note that qadsh:// links are not currently supported for use in the URL field.)
4 Click Preview to verify the view of the web page.
5 Click Add to Dashboard.
Adding Business Intelligence (BI) Panels
To add Business Intelligence panels:
1 Click Add Content.
2 In the Add to Dashboard window, click BI.
(Note that if you do not have BI installed, the BI option will not be available here.)
3 Use the search field to find the BI item you want. Scroll through the list and double-click on the BI item so that you can configure it further.
4 Note that you can go back and choose a different BI item by clicking Back.
5 Click Add to Dashboard.
Adding Metrics Panels
To add metrics panels:
1 Click Add Content.
2 In the Add to Dashboard window, click Metrics.
(Note that if you do not have Metrics installed, the Metrics option will not be available here.)
3 Use the search field to find the metric collection you want. Scroll through the list and double-click on the browse so that you can further configure the browse. For more information on metrics, see Creating Browse Operational Metrics.
(Clicking the Configure button is the same as double-clicking on the metric.)
4 Note that you can go back and choose a different browse by clicking Back.
5 To configure the metric for use in the panel, choose whether to display the Operational Metric Summary or Operational Metric History.
6 If choosing the Operational Metric History:
a Choose the individual metric whose history you want to have in the panel.
b Choose the data range for the chart using the drop-down near the bottom of the window.
7 Click Add to Dashboard.
Editing Panels
To edit a panel:
1 Move the cursor to the panel.
2 Click the gear (Edit) icon near the upper-right corner.
3 You can now configure the panel. For example, you can change the Search filter on a browse or change the date range of an operational metrics history chart.
Adjusting Browse Panel Widths
You can double or triple the width of browse panels by clicking on the resizing buttons located on the lower-left corner of the panel.
Refreshing Panels
To refresh a panel's data display:
1 Move the cursor to the panel.
2 Click the circular arrow (Refresh) icon in the upper-right corner.
Deleting Panels
To delete a panel from a dashboard:
1 Move the cursor to the panel.
2 Click the X (Delete) icon in the upper-right corner.
Editing a Dashboard
Choose Tools | Edit to access the editing controls, including Add Content.
If a published dashboard is open (launched from under Published Dashboards on the menu), as an administrator, you can also edit its role assignments by choosing Tools | Edit.
Renaming a Dashboard
1 Choose Tools | Rename.
2 In the Name field, enter a label (or text string).
QAD suggests that you use existing labels (if appropriate) to assure consistency and translation of text.
Publishing a Dashboard
To share a dashboard with other users:
1 Open the dashboard.
2 Choose Tools | Publish.
The dashboard is now included under Published Dashboards on the menu.
Editing Dashboard Role Assignments
As an administrator (a user with Dashboard administration access as set in the client session configuration file, client-session.xml), you can assign roles to dashboards.
When you assign a role to a dashboard, only users in that role can see the dashboard under Published Dashboards. (Administrators can see all published dashboards, however.)
The sample dashboards, which are available for download from the QAD Store, do not at first have any roles assigned to them. After installing the sample dashboards, a system administrator must assign roles to the dashboards. The roles that are available for dashboards depend on the roles that customers have defined in their systems.
To assign a role to a dashboard:
1 Open a published dashboard (go to Published Dashboards and click on a dashboard).
2 Choose Tools | Edit.
3 The Edit Dashboard window includes Name and Roles options.
4 The Roles pane lists the roles currently implemented in the system.
5 Choose the role (or roles) you want to assign to the dashboard by selecting the check boxes.
6 Click OK.
Exporting and Importing Dashboards
You can export a dashboard as an .xml file. This file can be shared with other users (by e-mail, for instance), who can then import the .xml file for their own use.
To export a dashboard:
1 Open the dashboard you want to export.
2 Choose Tools | Export.
3 By default, in the Save As dialog box, the .xml file is given the name of the dashboard and will be saved to Local Disk (C drive).
4 Click Save.
To import a dashboard:
1 From any dashboard page, choose Tools | Import.
2 In the Open dialog box, navigate to the dashboard .xml file, select it, and click Open.
3 The dashboard is now available under My Dashboards.
4 If is a dashboard in the system with the same name, the system adds a number in parentheses to the menu name but the dashboard title is the same.
Deleting a Dashboard
To delete a dashboard:
1 Open the dashboard.
2 Choose Tools | Delete.