Managing Dashboards

Bipp allows creation and management of multiple dashboards or insight boards that can be used to group and present one or many Bipp sheets. They also allow filtering of data across multiple sheets and embedded dashboards and drilldown of specific data points to view details.

Dashboards may be created, edited or viewed from the dashboard management screen which can be accessed from the “Dashboards” option in the application menu. This screen also provides options to export, import, share, search and delete dashboards.

Manage Dashboards

New Dashboard

You can create a new dashboard, by clicking the “New dashboard” button available at the top-right of the screen. You will be requested to enter the dashboard name. You can also mark the dashboard as secondary if it is intended for use inside another dashboard.

New Dashboard

A new dashboard would be created on click of the “Create” button. You can now add content to this dashboard using the visual editor for the dashboard as shown.

New Dashboard

The dashboard can be viewed by saving the model created. This will update and commit the underlying Ding model file. As such you are required to enter a comment to save the dashboard version as shown.

Dashboard

The following image shows a basic dashboard created by including one sheet that presents data in a tabular format.

View Dashboard

Let us now look at the other functionality available that enables optimal efficiency of dashboards.

Enhancing a Dashboard

Dashboards can be edited to include advanced filtering and drill down functionality. Following are the two ways in which dashboards may be edited.

Using the WYSIWYG editor

Dashboards may be edited using the visual editor. This supports add, edit, delete, resize, rearrange functionalities for tiles, sheets, filters, embedded dashboards and channels. The changes made in the visual editor are updated to the Ding model file for the dashboard. Click here for a detailed walkthrough on using the editor.

Editing the Ding Model

Dashboards may also be edited by updating the Ding model file directly. Ding syntax corresponding to the selected sheets and dashboards will be available in the Ding model file. This may be edited depending on the requirements for the dashboard. The model file can be accessed by appending a ”/model” to the dashboard URL. For more information on using Ding to edit the dashboard, refer to the Ding Specification.

Model Editor

Dashboard Version Control

You can both save or commit dashboard models after editing them. When a dashboard model is committed in Bipp, it does not overwrite the previous version of the dashboard. Instead a new version of the dashboard is created with the alias “latest”. At any point of time you may revert to a previous version of the dashboard by using the “Version” dropdown. The required version may be selected from the version dialog box.

Change Version

Sharing Dashboards

Bipp allows both online and offline sharing of dashboards. Following are the ways in which dashboards or dashboard data may be shared with other Bipp users or external stakeholders.

  1. Access Permissions: A dashboard may be shared with other Bipp users in the organization/user-network by using the “Permissions” menu option on the dashboard listing screen or the “Share” option on the dashboard screen. This will show the permissions dialog box. Dashboards may be shared with co-workers by entering their email-id’s on this screen. Alternatively a group name may also be entered for sharing with all members of a specific group. Permissions for multiple dashboards may be edited simultaneously by selecting the dashboards and clicking on the “Update Permissions” button above the dashboards list.

  2. Export/Import: Dashboards may be exported to a tar file using the “Export” option in the dashboard menu. Only users with admin or creator permissions on the dashboard will be allowed to export it.

    This file can then be imported by other users into their workspace (where they have creator/admin permissions). This can be achieved by using the “Import Dashboard” button on the top-right of the dashboard listing screen.

    The tar file contains not only the definition of the dashboard but also the definition of the associated datasource, projects, sheets and all committed versions of the dashboard. Extensions corresponding to any custom visualization used by the dashboard will also be imported. This means all of these will be created when the dashboard is imported. The import function comes with a “Replace Resources” option so that existing resources may be overwritten if required.

Import Dashboard

  1. Export PDF: A snapshot of the dashboard visible on screen may be exported to PDF format by using the browsers print dialog box.

  2. Download Data: Data corresponding to an embedded sheet may be downloaded by clicking on the “Download Data” menu option on the sheet. This will provide options to select the number of rows to be downloaded, file format for download and an optional filename as shown.

    New Dashboard

  3. Threads: You can capture a screenshot of the dashboard and annotate it or start a discussion about it with other members of your group/team by clicking on the “Create Thread” option from the dashboard options menu. An email will be sent to all included members on creation of the thread

    Dashboard Threads

    You can also view all threads related to the dashboard by clicking on the “View Threads” button.

Tags

You can tag dashboards so that you can search them easily in the future. This can be achieved by using the “Add Tag” feature on the dashboard screen. You can then search for similarly tagged dashboards by keying in the tag in the search box available inside the application header. The tag will also appear as a seperate tab on the dashboards screen, where you can see the list of all similarly tagged dashboards.

Alerts

You can create alerts corresponding to the data on the dashboard by clicking the “Create Alert” option on the embedded sheet. Alerts are created corresponding to sheets and can be viewed directly in the sheet editor as well. Details on creating alerts can be found here

Scheduled Reports

You can define schedules to receive copies of multiple dashboards to your email in PDF or JPEG formats. The scheduled report functionality is available in the context menu on the dashboard screen. The dashboard being viewed is selected by default to be sent to the logged in user. Additionally other dashboards accessible to you may be included in the report. You can define the schedule in terms of frequency, time and timezone when you wish the report to be delivered. You can also include other email Ids to which you wish the report to be delivered. Following is a snapshot of the screen that allows you to create a schedule and select dashboards to be included in the report.

Alerts

You can also opt to send the report immediately. In this case a one time email will be generated and no report will be scheduled. Emails with inline reports are generated corresponding to every report you have scheduled as per the defined schedule.

Search Dashboard

You can search for a specific dashboard by keying in its name in the “Search” box at the top of the screen.

Delete Dashboard

You can delete an existing dashboard using the “Delete” option on the dashboard options menu. The dashboard will be deleted upon confirmation. You can also delete multiple dashboards simultaneously by selecting them and clicking on the “Delete” button at the top of the dashboards list.

Pin Dashboard

The dashboard may be pinned for easy access by clicking on the Pin button in the Dashboard listing screen. Links to all the pinned sheets and dashboards will be available on the home page under the “Pinned” tab so that they may be accessed directly. Pinned dashboards may be unpinned later.

Last updated 1 month ago.