Overview

Resolver’s Dashboard Builder allows Administrators to build custom Dashboards using the Dashboard Data Sets published within their Org.

Before using the Dashboards feature, at least one Dashboard Data Set needs to be created and published.

A Crosstab table shows data aggregated across two dimensions in a matrix style to show the correlation between different variables and the values in the cross-section of the dimensions. Crosstab Charts are used when we want to show the relationship between two Categorical values.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to use the Dashboard Data Set Builder.

Related Information/Setup

Please follow the link below to create a new Dashboard Data Set:

• Create a New Dashboard Data Set

After creating a Dashboard Data Set, the user must publish it before it can be used with the Dashboard Data Set Builder. Please follow the link below for more information on Publishing a Dashboard Data Set.

• Publishing/Unpublishing a Dashboard Data Set

Please follow the link below to add styles to your Chart:

• Adding Styles to a Chart

Please see the corresponding articles below for Information on Adding a Chart Type not covered by these instructions:

• Adding a Chart to a Dashboard
• Adding a Multi-Series Chart to a Dashboard
• Adding a Combo Chart to a Dashboard
• Adding a Table to a Dashboard
• Adding a Heatmap to a Dashboard
• Adding a Map to a Dashboard
• Adding a Box and Whiskers Chart to a Dashboard

Navigation

1. From the Home screen, click on the System icon.

System Icon

2. From the Admin Overview screen, click on the Dashboard Builder tile under the Advanced Reporting section.

Dashboard Data Sets Tile

3. From the Dashboard Builder screen, click on a Dashboard Name.

Dashboard Name

Adding a Crosstab Chart to a Dashboard

1. From the Canvas Layout screen, click the Add Chart button.

Add a Chart Button

2. From the Chart screen, click on a Dashboard Data Set from the Data Panel.

Dashboard Data Set

3. Click in the Chart Header (Untitled Chart) field and enter a Chart Name. The first 36 characters will show in the Chart Header.

Chart Header and Description

4. Click in the Add Description field and enter a Chart Description. The Chart Description will appear on the Data Panel under the Chart section and pop up when hovering your cursor over a Chart Name.

Chart Description

5. Select the Crosstab tile from the Charts panel.

Crosstab Tile

6. Dashboard Data Set Categories and Values will appear under the Dashboard Data Set Name on the Data Panel.

• Categories (Blue): Categories are text and data columns used to group data (e.g., Sales Region, Department Name, Order Dates, etc.).
• Values (Green): Values are numeric columns used to calculate data. Values can also be aggregated (e.g., Average Price Per Product, Total Sales Revenue, etc.).

7. Categories and Values have a Data Type icon next to the Dashboard Data Set Name. Data Type icons indicate the Category and Value Data Type:

Text:
Numeric:
Date:

8. Drag and drop a Category or Value from the Data Panel onto the Rows section on the left side of the Chart or within the Row field.

Drag and Drop a Row

9. The Row data will populate the Chart. Data will populate the Chart after adding a Category or Value that has data to the Chart.

Data Crosstab

10.  (Optional) Add multiple Categories or Values to the Rows field to add multiple rows to the Table.

11. Drag and drop a Category or Value from the Data Panel onto the Columns area on the left of the Chart or within the Columns field.

Columns Field

11. (Optional) Add multiple Categories or Values to the Columns field to add multiple Columns to the Table.
12. Drag and drop a Category or Value from the Data Panel onto the Value area on the left of the Chart or within the Values field.

Values Field

13. Columns and Rows can be reordered by Dragging and Dropping the Categories or Values in the Rows, Columns, and Value fieldsk, creating a different order.

Moving Column/Row Order

14. Click the Save Chart button to save your changes.