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Creating a New Dashboard

Created On: 02/24/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Builder Dashboards

Overview Resolver’s Dashboard Builder allows Administrators to build custom Dashboards using the Dashboard Data Sets published within their Org. Warning: All changes or edits made to a Chart are globally applied across all...
Deleting a Data Transformation

Created On: 02/23/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview The Data Transformation Typ e field is locked down and cannot be modified when a Data Transformation is created. A user must delete the Data Transformation and create a new one to change the Data Transformation Type field....
Adding a Data Transformation to a Dashboard Data Set

Created On: 02/21/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Data Transformations generate new fields for a Dashboard by performing basic calculations between two or more Fields, Formulas, or Properties in the Dashboard Data Set. Users can only leverage Fields, Formulas, or Properties wi...
Unlinking Fields, Formulas, Assessments, or Properties from the Dashboard Data Set

Created On: 02/21/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Users can Unlink a Fields, Formulas, and Properties from a Dashboard Data Set. Unlinking a field will break a Dashboard's formatting (e.g., x, y-axis, and conditional formatting). Unlinking a Field, Formula, or Property removes...
Adding Properties to the Dashboard Data Set

Created On: 02/21/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Users can choose up to 100 properties per data set. Object ID, Object Name and Workflow State properties are pre-selected for every Object Type in a Data Set because they are required to support the underlying tables that drive...
Adding Formulas to the Dashboard Data Set

Created On: 02/21/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview The user can select any formula to use in their Dashboard Data Set. When accessed in the Dashboard Builder, the formula label and value will be options for use on Charts. User Account Requirements The user account ...
Adding Fields to the Dashboard Data Set

Created On: 02/21/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Fields added to the Dashboard Data Set will only appear as options in the Dashboard Builder when the Dashboard Data Set has been published. Note: A Dashboard Data Set can have a maximum of 100 fields. ...
Deleting a Dashboard Data Set

Created On: 02/17/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Dashboard Data Sets can be deleted from the system when the user no longer uses them. There is a potential to break Charts within a Dashboard when deleting a Dashboard Dash Set from the system, As Dashboards can use multiple Dashboard ...
Publishing a Dashboard Data Set

Created On: 02/17/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Before you can use the Dashboards feature, at least one Dashboard Data Set needs to be created and published. By default, the maximum number of Dashboard Data Sets you can have Published is 10, however, depending on contra...
Creating a New Dashboard Data Set

Created On: 02/17/2023 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Resolver's Dashboard Data Set feature allows users to build a Dashboard Data Path using the Object Types they would like to include on their Dashboards. The Dashboard Data Set feature also allows users to select which ...