Edit Dashboards

1. Enable the Edit mode on the custom dashboard
2. Widget can only be added in a cell. Apply the pre-built layout from the Main Toolbar or add a custom layout.
3. In the Cell toolbar, click Widget and search for the relevant widget added in the Admin >Widget node.
4. In the Section toolbar, click Edit and add the widget details and click Save. Click Preview to view the dashboard without saving the changes.
5. Similarly add other widgets to the dashboard. Click Save.

1. Click the Add Filter button to add the page filter widgets created.
   1. Type the widget name in the search field and click the magnifying glass icon. When you select the widget, further options are displayed.
      • Mapped Field:Enter a value in the to connect the filter to the widgets added to the page. This field is useful , if the widgets are built from multiple systems, the value in the mapped field will allow the filter to interact with these widgets. 
      • Default Value:Enter a default value to appear in the dashboard.
      • Use: Select the Generate Filter option to filter the values on the dashboard based on the option selected on the filter, to pass the filter as a parameter (defined variable), select Pass as Parameter.
      • Click the Back arrow to return to the search field.
2. Click the Add Filter button to add the filters on the dashboard page.
3. To delete the filter, mouse hover on the filter to display the Delete option. Click Delete.
4. To add more filters, click the Add Filter button again. The filters are added in the left to right direction.

Tip: You can also create LookUp filter widgets with display formats. Read here for detailed instructions to create the widget.

This option enables you to filter the other dashboard filters based on the value selected in the first filter, i.e. the drop-down values in the child filter will be filtered based on the value selected in the parent filter drop-down.

1. Create Lookup widgets. Read here for detailed instructions to create Lookup widgets.

2. For e.g. to filter sub-department based on the selected department, create lookup widgets for Department (considered as parent filter) and Sub-Department (considered as child filter).
3. Now edit the dashboard and add the filter widgets. First add the parent filter widget i.e. Department Filter , next add the child filter i.e. Sub-Department filter.

4. In the child filter, in the Mapped Parent Widgetfield, select Department (as the parent filter) and in the Mapped Parent Filter Key enter the parameter name for the Department value, as entered in the Sub-Department widget query. For e.g. in the sub-department query if the value for Department is defined as DeptId, in the Mapped Parent Filter Key field enter DeptId.
5. Add the widgets and save the dashboard.

The filter cogs on each widget display the global filter(s) applied. To view the filter cogs:

1. Select and apply the global filter(s) to the dashboard. The icon is displayed on the widgets.
2. Click the icon to view the filter(s) applied to dashboard.
3. Clear the page filter(s) to remove the icon.

The labels on columns in the widgets can be dynamically changed using tokens within the queries.

The following tokens are supported:

• {currentyear}
• {currentmonth}
• {currentday}
• {currentusername}
• {currentdate}

Set the tokens as columns, and they will populate.

Tokens will be stored in table Caliban.WidgetColumnLabelToken.

Mouse hover on the Global Layout ribbon on the top left corner of the page to view the toolbar.

The Global Layout defines the overall structure of the page layout. The Global Layout toolbar includes the following options:

Mouse hover on the SideBar ribbon to view the toolbar. The SideBar toolbar includes the following options:

Button	Description
+ Add Section	Click to add a section within the sidebar. To add more than one section , click the + Add Section button again.
+ Add Navigation	Click to add a navigation URL in the side bar.
Edit	Click to change the position and size of the side panel. Position: Select left to place the side bar on the left hand side of the dashboard page or select right to move it to the right hand side of the page. Size: Select the width of the Sidebar from the drop-down. Select Yes or No in the option, to s Collapsible: Select Yes or No to set options to create a collapsible sidebar.
Delete	Click the ellipsis icon to access this option. Select Delete. Note: Deleting the sidebar will delete all the sections and widgets added in the sidebar.
Pin Editor	Click the ellipsis icon to access this option. Click the Pin Editor button to pin the toolbar to the ribbon. To unpin click the button again.

Mouse hover on the SideBar ribbon to view the toolbar. The SideBar toolbar includes the following options:

Side Bar Navigation supports:

1. Absolute links: In the Text field, enter the text to be displayed in the UI and in the URL field enter an absolute link for redirection to the external page (e.g. https://www.prosperoware.com)
2. Relative links: In the Text field, enter the text to be displayed in the UI and in the URL field enter add a relative link for redirection to the page (e.g. you can add a relative link to redirect to another dashboard /WidgetPage/1234/LoadWidgetPage?dashboardId=11)
3. In page navigation: In the Text field, enter the text to be displayed in the UI and in the URL field enter the section ID. Add # before the section ID. For e.g. if the section id is 'section1' , enter it as #section1 in the URL field.

Mouse hover on the TopBar ribbon to view the toolbar. The TopBar toolbar includes the following options:

Mouse hover on the TopBar ribbon in the center of the page to view the toolbar. The Main toolbar includes the following options:

Mouse hover on the Section ribbon to view the toolbar. The section toolbar includes the following options:

Mouse hover on the Container ribbon to view the toobar. The Container toolbar includes the following options:

Mouse hover on the Row ribbon to view the toolbar. The row toolbar includes the following options:

Mouse hover on the Cell ribbon to view the toolbar. The cell toolbar includes the following options:

1. Enable the Edit mode in the dashboard.

2. Select the widget you want to connect the filter with and in the cell toolbar click Connections .

3. In the pop-up dialog, two options are displayed, Filters & Filter Widgets.

   • Filters: This displays a list of all the global page filters applied on the dashboard. Here, you can select the filter to be connected with the widget in the cell.
   • Filter Widgets: This displays a list of all the widgets used in the dashboard. Here, you can map one widget with another widget used in the dashboard.
4. Select the Filter or Filter Widget, enter the following information in the next pop-up dialog displayed:
   • Mapping Field: Enter the name of the field to be mapped (with the stats and analytics cubes) so it can interact with the filter widget

   • Default Value: Enter a default value to appear on the dashboard.

   • Use: Select the Generate Filter option to filter the values on the dashboard based on the option selected on the filter, to pass the filter as a parameter (defined variable), select Pass as Parameter.

   • Filter Widget Field: Displayed if Filter Widgets selected. The widget data field is populated by default.
5. Click Connect.The widget is connected to the applied filter and the widget data can now be filtered based on the value selected in the applied filter.

1. Click on the Reports tab to access the Dashboard. In the Report Name column, click on the dashboard name to open the dashboard.
2. Click the icon on the top right corner of the Dashboard and select the Edit Dashboard option.
3. Drag and drop the cell containing the widget into an empty cell.
4. If you drag a cell containing the widget into a container that already has a widget, the container is split to hold two widgets. Each cell container will have a scroll bar.
5. To re-arrange multiple widgets from top to bottom position or vice versa, mouse hover on the Container toolbar and drag the cell containers.

1. Click on the Reports tab to access the Dashboard. In the Report Name column, click on the dashboard name to open the dashboard.
2. Click the icon on the top right corner of the Dashboard and select the Edit Dashboard option.
3. Drag the cell containers to right or left to re-size the widgets.

1. Click on the Reports tab to access the Dashboard. In the Report Name column, click on the dashboard name to open the dashboard.
2. Click the icon on the top right corner of the Dashboard. Select Screenshot to PDF to print the dashboard to a PDF document.

1. In Admin Panel>Widget Drill Type add and save a drill through page.
2. Select the widget where you want the drill through option to be placed. Edit the widget, in the Widget Additional Config node add the drill through configuration.
3. In the Dashboard > Reports tab select the Dashboard where the widget is applied. Select the widget and mouse hover or right click on the chart values to display the drill through options. Click to access the drill through information.

Tip: Single click drill through reports can also be configured at the Grid widget column level. Read here for detailed instructions to add Grid widgets and configure single click drill through from grid columns.

This option allows you to drill down and filter the information in the target dashboard as per the page filters applied in the source dashboard. For e.g. If the data in the source dashboard is filtered by a specific office filter then the data in the target dashboard will also be filtered by that specific office filter. Filters applied in the first dashboard will be mapped to the second dashboard when drilling through.

1. Select the source dashboard and the target dashboard (to add as a drill through page).

2. Now add the target dashboard as a drill through page in the Admin>Widget Drill Type node.
   1. If the source and the target dashboards filters are mapped with the same key (image 2) add the complete target drill through dashboard page URL.

   For e.g. https://yourtenant.prosperoware.io/WidgetPage/5474/LoadWidgetPage?dashboardId=147

   2. If the source and the target dashboards filters are not mapped with the same key then add the complete target dashboard page URL and at the end of this URL add the mapping field applied to the target page filter (image 1). For e.g. If the filter on the target page is mapped with matterId (image 2), this parameter must be added at the end of the drill through dashboard URL, https://yourtenant.prosperoware.io/WidgetPage/5474/LoadWidgetPage?dashboardId=147&matterId={0} Click Save.

      image 1

      image 2

3. In the Admin>Widget node edit the source dashboard widget to add the drill through configuration. In the Widget Additional Config>Drill Through Config in the field for Key(s) enter the mapped parameter. Click Save.

   

4. To map the drill through to dashboards on the machine:
5. In the Reports tab open the source dashboard and filter the dashboard information. Now drill through from the widget to the target dashboard. The data in the target dashboard is also filtered as per the source dashboard filter applied.