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.

Tables display data in rows of consecutive columns in a spreadsheet-like format. This form of visualization provides an easy way to view data and perform various analytical functions.

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 Crosstab 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 Table 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 Table Chart tile from the Charts panel.

Table Chart

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 Column section at the top of the Chart or within the Column field.

Drag and Drop a Column

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

Data Table

10.  Add multiple Categories or Values to the Column field to add multiple Columns to the Table.

Multiple Columns

 Grouped Table

An Administrator can create a Grouped Table by adding a Category or Value to the Group Field. A Grouped Table treats the Categories and Values in the Group field as a group, aggregating the Categories or Values in the Column fields within the Groups. 

1. Drag and drop a Category or Value from the Data Panel into the Group section at the Side of the Chart or within the Group field at the top.

Drag and Drop a Groups

10. (Optional) Add multiple Categories or Values to the Group field to add further dimensions to the Chart.

Multiple Groups

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