Dashboards in the QAD .NET UI > Hands-On Dashboards
Hands-On Dashboards
Now start the QAD .NET UI to explore how to use and customize dashboards.
1 Go to Dashboards > Create Dashboard.(Alternatively open a dashboard and choose Tools > New.)
2 Let’s add a browse panel. In the Add Content to Dashboard window,
3 Click Browse
4 Search for a browse of interest, such as Sales Orders (sobr103.p).
5 Set Price to be greater than 10,000.
6 Change Title to: Sales Orders Over 10K.
7 Preview the browse results.
8 Click Add to Dashboard.
Next, let’s add a metric panel.
1 Click Add Content.
2 Click Metric.
3 Search for a metric of interest. For example, choose Sales Orders.
4 Click Configure.
5 Click Metric Gauge.
6 Click Past Due Orders.
7 Click Add to Dashboard.
Now save the dashboard:
1 Click Save Dashboard.
2 In the Save dialog, enter a name for the dashboard. You can enter text here but I recommend that you first check to see if a label is available that would be applicable. By using an available label instead of text, you can be sure that the title of the dashboard will be translated. For this example, let’s use the label ${SAMPLE}, which will display in English as “Sample”.
3 When done, click Save Dashboard.
Now, looking back at the Applications pane, under My Dashboards, note that the new dashboard you’ve just created is located under My Dashboards. However, it is not located under Published Dashboards.
Edit the new dashboard further:
1 Open the dashboard and click Edit Dashboard. Notice how when you are in edit mode a light gray grid is displayed in the background. This is to help remind you that you are in edit mode.
2 Now let’s consider the icons near the lower left corners of our panels. You can double or triple the width of browse panels and metrics panels.
3 Click on the triple-width icon for the browse panel. Note how the browse panel triples in width and then the metrics panel automatically moves below the browse panel for you.
4 Click Save Dashboard. (Notice the light gray grid is no longer displayed when you are not in “edit mode”.)
Add some more panels to the dashboard. (By default, we can add up to twelve panels but that limit can be changed by an administrator.)
1 Open the dashboard and click Edit Dashboard.
2 In the Add Content to Dashboard window, click URL.
3 In the Title field, enter Google.
4 In the URL field, enter a URL to a web page. For example, www.google.com. Note that QAD Shell Links (qadsh://) links are not currently supported for use in the URL field.
5 Click Preview to verify the view of the web page.
6 Click Add to Dashboard.
7 Click Save Dashboard.
You can change the configuration of the panels on the dashboard. To see how, edit the dashboard. Notice the icons along the upper right corner of each panel. There are three of them: a gear, a circular arrow, and an X. The gear is for editing the panel configuration, the circular arrow is for refreshing the panel display, and the X is for deleting the panel.
On the URL panel, click on the gear icon and change the URL from www.google.com to maps.google.com.
Similarly, you can change the configuration of browses, metrics, and so on. For example, you could change the search filters on a browse display panel.
Take a look at the dashboard tools options.
1 From the dashboard, select Tools.
2 From Tools, you can start a new dashboard, make a copy of the dashboard (which you can then edit and customize), rename the dashboard (that is, give it a new title), and delete the dashboard.
3 Next, under Tools, if you are an administrator, you will have a Publish option. When you publish a dashboard, you have options to rename the dashboard and to assign the dashboard to user roles previously defined in the system.
4 Finally, under Tools, note the Export and Import options. With these options, you can export the dashboard definition as an .xml file and then import the .xml file to another system.
You can add a dashboard as a favorite and then set that favorite to auto-start so that it opens automatically when you log in. For instance:
1 In the Applications pane, right click on the Sample dashboard.
2 Choose Add To Favorites.
3 Under Favorites, right-click on Samples and choose Auto Start.
4 Now this dashboard will open automatically when you log in to the UI again.