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.

Expandable Tables group banded reports. Each row presents a distinct value from the grouping field with special formatting highlighting the value. The number of detail records associated with the grouped value is displayed in parentheses adjacent to the grouped values. Expandable tables are useful for organizing datasets with many rows, as multiple detail rows are collapsed by default.

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 an Expandable 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 Expandable Table Chart tile from the Charts panel.

Expandable 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 Expandable Table

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

Multiple Columns

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

Section Field

11. Add multiple Categories or Values to the Section field to add multiple Columns to the Table.
12. Adding Sections creates expandable dropdown lists within the Table.

Multiple Sections

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