We provide you with a set of tools that will allow you to create your own custom dashboard layouts. The function of the dashboard is to be able to create a visual display of results, calculated by extracting and aggregating data from the connected sources.
Custom Dashboards Overview
The following video provides a quick overview of the custom dashboard features; however, you'll also want to review the key concepts listed below and the additional help material provided for the individual dashboard tile types.
Each dashboard can contain multiple data sources. Each dashboard can then be edited to include multiple tiles where each tile is linked to a single data source, however a single data source can be linked to more than one dashboard and then used by more than one tile in the dashboard.
Step 1 - Data Source
The data source represents the raw data that is passed into the dashboard. Calxa provides a default set of data sources from your account movements, account balances and KPI results. See the Default Data Sources help article for details on the default data sources provided or the Custom Data Sources help article to create your own custom data sources.
Step 2 - Dashboard Manager
The Dashboard Manager is where you will create and manage the list of available dashboards, including their grouping and sorting. This is also where you will connect available data sources to individual dashboards. See the Dashboard Manager help article for more details.
Step 3 - Dashboard Builder
The Dashboard Builder is where you can access the dashboard in an editable mode.
The edit mode is where you will build and customise the dashboard layout, adding dashboard tiles and connecting those tiles to the available data sources to visualise the data.
Step 4 - Dashboard Tiles
The dashboard builder provides a number of data visualisation tiles to choose from. For each tile you'll bind the values from the data sources, however each tile type may have minor differences in the data requirements. See the following help articles for details on each type of tile:
Dimensions & Measures
Each dashboard tile will have options to aggregate and summarise data connected from the underlying data source. Dimensions and measures are key concepts used to perform these operations.
A dimension is used to provide discrete categorical information. Dimensions do not summarise values, but rather group identical values. Dimension values can be used for grouping, filtering, sorting or displaying the top values.
The measure is used to summarise data against grouped dimension values. A measure requires a summary function to determine how to summarise the data in the grouped dimensions. For example, if you have an account and period range as two separate dimensions. The measure might be to sum the actual values for each account in a period range. But equally you could choose to display the Max, Min or Average values as determined by the summary function when you configure the measure.