Overview#

The "Overview" screen provides the ability to create and edit custom Dashboards using the builder or SQL console.

To access all the tools and features needed to create Dashboards, follow these steps:

1. Opening the Dashboard Builder#

To open the Dashboard builder:

• Log into your account. In the Sections menu, go to the Overview section;

• Click the Panels Setup tab;

2. Creating a New Dashboard#

To create a new Dashboard:

• Click the "Create" button:

• Enter the name of your Dashboard in the "Name*" field. Fill in the "Description" and "Access Folder" fields if necessary. Click the OK button.

• Click the icon (Form Designer):

Now you can start adding Widgets.

3. Adding Widgets to the Dashboard#

In the builder menu, find the panel with available Widgets. To do this, click the popup menu icon:

Choose one of the available Widget options:

• "Bar Chart" – to represent data as columns;

BAR CHARTdocs.sherparpa.ru

• "Timeline" – to display events in chronological order;

TIME LINEdocs.sherparpa.ru

• "Line Chart" – to analyze data over time;

LINE CHARTdocs.sherparpa.ru

• "Number" – to display individual values;

NUMBERdocs.sherparpa.ru

• "Pie Chart" – to visualize percentage ratios;

PIE CHARTdocs.sherparpa.ru

• "Table" – to display data in rows and columns.

TABLEdocs.sherparpa.ru

In the popup window, you can use the following icons in the upper right corner:

– Resize the widget;

– Edit the widget;

– Delete the widget.

4. Managing Dashboards and Access#

To manage access to the Dashboards you created:

1) Go to the Panels Setup section;

2) Click the icon to the right of the Dashboard name for which you need to change access settings;

3) Specify which users or user groups will be granted access to your Dashboards in the Access Folder field;

4) Save the changes by clicking the OK button.

Managing access to Dashboards ensures the confidentiality and security of information.

5. Using the Default Dashboard#

To use the default Dashboard and see it upon logging in:

1) Check the checkbox to the left of the Dashboard name: ;

2) Click the button .

6. Cloning a Dashboard#

To clone a Dashboard:

1) Check the checkbox to the left of the Dashboard name: ;

2) Click the button .

7. Deleting a Dashboard#

To delete a Dashboard, use the icon to the right of the Dashboard name , after which a window will appear: ,
where you need to confirm the action by clicking the "Yes" button, or:

1) Check the checkbox to the left of the Dashboard name: ;

2) Click the button .