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Dashboards
Creating & Editing Dashboards on Sprinkle & Feature Details
Business Intelligence Dashboard is a data visualization tool that displays the current status of metrics and key performance indicators (KPIs) for an enterprise.
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Dashboards consolidate and arrange numbers, metrics, and sometimes performance scorecards on a single screen. They may be tailored for a specific role and display metrics targeted for a single point of view or department.
The essential features of a dashboard product include a customizable interface and the ability to pull real-time data from multiple sources.
Dashboards on Sprinkle can be created by combining reports or visualizations from different SQL Explore and Reports.
Dashboards : Explanation & Feature Walkthrough
Click on Analyze -> Dashboards on the left navigation pane, to start using the Dashboard feature on Sprinkle. The listing page lists all the dashboards that have been created by you in the My Dashboards tab and other team members in the Shared with Me tab.
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Dashboard Listing Page
Click on New on the top right corner of the page to create a new dashboard. Provide a Name to the Dashboard and click Create.
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Create a New Dashboard
Now start Adding SQL Explore & Reports and Visualizations to the Dashboard by clicking on the "+" icon or by selecting Add report from the more options, Three Dots icon on the right. Other options in the more options list are explained in the More Options Sections Below
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Add Reports & SQL Explore, More Options
Filter Mapping empowers you to filter data on your dashboard, on the go. Customize your dashboard with filter operators.
Sprinkle provides you with two types of filters. These are Global Filters & Report-level Filters.
🌐 Global Filters : These filters are applicable to all the reports on the dashboard. It updates the data for all the reports on the dashboard when the dashboard is RUN.
⭕️ Report-level Filters : There are applicable to only selective reports on the dashboard. It may not be relevant to all the tiles. And the editor of the dashboard configures it to only update selective reports/tiles when the dashboard is RUN.
For example, In the image below, "FilterAll" is defined as a global filter and "State of shipping" & "Country" both are Report-Level Filters. These can be differentiated by the icons.
Clicking on the Report-level filter icon highlights the tiles that would get updated based on the filter when the dashboard is RUN.
Global & Report-Level Filters
Click on More Options -> Filter & Variable Mapping
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This takes you to the Filters listing page(as shown below). The "Tile to Update" column shows the Report (Tiles) that the filter listens to.
You can click on the existing filter to edit it. The Filter can also be Renamed, once created, just change the name in the Edit form, Simple
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Note: Reports are embedded on the dashboard as Tiles.
More Option -> Filter Mappings
Click on Filter Mapping to create a new filter.
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Put a Name to the Filter & Select its type.
Advanced Toggle Switch: Select Fields has an advanced toggle switch adjacent to the Select Field Text Header with an i icon. The Advanced Toggle switch enables you to control the filter at the report/tile level.
When the Advanced option is not enabled: The select fields table has two columns, Model and Filter Column.
- You can select the fields/columns to filter linked to the model.
- The fields selected in the Filter Column are applicable to all the reports made using the models.
When Advanced Option is not enabled: At least one field needs to be selected related to each model. If you want to have granular tile-level control, use the Advanced Options.
- You can also Save/cancel/Delete the filter map here.
In the example below, we have created a Global Filter by the name of "FilterAll". We have selected the "Status" column to filter the tile made from the "ClassicModel" Model. Likewise, we have selected the "Country" column to filter the tile made from the "CustomerModel" Model.
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Filter Creation (When Advanced Toggle switch is not enabled)
When the Advanced option is enabled: The select fields table has three columns. These are the Model Name, Filter Column, and Tile to Update.
- On selecting a field for a particular Model, All the Report(Tiles) in the dashboard created from that particular model is shown in the Tiles to Update Column along with a checkbox.
- You can uncheck/check the checkbox based on the requirement to update or not update a particular Tile.
- You can also choose to completely leave a model and not select any field linked to the model.
- You can also Save/cancel/Delete the filter map here.
In the example below, we have created a Report/Tile Level filter by enabling the toggle switch and naming the filter as "Country Name". We have selected the "Country" column to filter the tile made from the "CustomerModel" Model & left the field for "ClassicModel" empty.
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Filter Creation (When Advanced Toggle switch is enabled)
Add Description in the field and Click on Create
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Enabling Restricted Operators lets you restrict the operators that can be used in the filter on the Dashboard. In the Below Example, The "Country Name" filter has been restricted to "contains", "is equal to"& "is empty".
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Restricting Operators for the Filter
You can select multiple columns of the same type under one filter.
In the example below, we have created a Report/Tile level Filter by the name of "Status of Shipping" by selecting two columns. We have selected the "Status" & "Comments" columns to filter the tile made from ClassicModel. The filter applies AND logic to the outputs, and the same values are passed for both columns.
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Multiple Column Mapping
Dashboard Page
Save and Run
Save Changes & Run the Job to update the dashboard with updated data.
Switch to Tab/Grid
Switch between Grid & Tab Views
Switch To Tab: Tab View of the Dashboard
Edit Layout
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Customize the view of your layout best suited to your needs, through the Edit Layout Option. Easily drag & drop, and enlarge reports on the dashboard.
Download Charts
Sprinkle also has a feature to download the complete dashboard or the individual visualization charts as PDFs. Just click on Download as PDF button on the dashboard page to download the complete dashboard.
In order to download the individual visualization reports from the dashboard, you can click .png?alt=media&token=fe478d15-293e-4efd-ba70-3a36a86666ac)
on any report and then click on Download as PDF button.
Tags
The Dashboard owner or other users with the access can add tags to the Dashboard. Go through the detailed documentation on Tags.
From the Filter and Variable Section in the Dashboard, you can quickly filter data that is represented in the dashboard. Select operators and values for each filter to get the desired output.
You can also Re-Order Filters using the option on the right, based on the requirement.
Apply values to the filters, Save and Run. Voila! You have updated the data on the Dashboard.
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In the example below,
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- 1."FilterAll" filters out the data which contains "In Process" as the value in the status column OR "Hong Kong" as the value in the Country column
- 2."Status of shipping" filters out the tile made from ClassicModelReport. The data from step 1 is filtered based on the condition that values in the "Status" and "Comments" columns are not equal to "On Hold" OR "Shipped".
- 3."Country Name" filters out the tile made from "testrep" report. The data from step 1 is filtered based on the condition that values in "Country" contains "Hong Kong".
- 4.Save and Run. You can see the filtered output in the dashboard below.
Filter Section on Dashboard
The Job section shows the last three jobs that were run and related information. Jobs are run when Clicking Save and Run or Run on the top right corner.
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Click on Show Details to view the details of the Job & the SQL query that was run in the background to produce the required output.
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- Auto-Run: Set Auto-Run, to run the Dashboard periodically and update the results automatically
- Add Report: Add more SQL Explore & Reports to the Dashboard using Add Report
- Clone Dashboard: Dashboards can be Cloned (or Copied) and used to build over top of existing Dashboards.
- Add Merge Settings: Merge reports on the Dashboard to display a consolidated report
- Settings: Manage Folder, Owner, Concurrency, Merge Fetch Limit through the settings
- Share: Dashboards can be shared with users and user groups like Admin, Developer, Analyst, Report Viewer
- Schedule Emails: Schedule EmailNotification when the Dashboard is Set to Auto-Run, by defining the Trigger, Notification Type, To & Subject of the Email📩
- Filer & Variable Mapping: Explained Above⬆
- Delete Dashboard: To Delete the Dashboard
- View Activity: User activity on the Dashboard can be viewed using this option
- Embed URL: Embed Dashboard to third-party applications using the Embed URL Feature
Last modified 4mo ago