Create dashboards

Explanation on how to start creating your own dashboards

If you want to learn what Sensolus dashboards are and how you can start working with them, take a look at the movie below.

If you want to start creating custom dashboards or embedded iFrame or Power BI dashboards go to Admin → Insights → Dashboards.

Dashboard list



On the Admin dashboard page you get an overview of your existing dashboards and you can start creating new dashboards.
Table 1. Dashboard list information
Description
Type Type of dashboard: custom, POWERBI, iFRAME
Menu Name Name shown in the left platform menu. Maximum 15 character
Name name of the dashboard as shown on top of the dashboard
Activated Is the dashboard active (visible) or inactive (invisible)?
Description Short description of the dashboard as filled in by the creator of the dashboard
Owner Account that created the dashboard
Favorite for all When a dashboard is favorite it appears on top in the Dashboard menu. When you make the dashboard available to other users it will appear on top in the Dashboard menu of every user you shared the dashboard with.
Availability A dashboard can be available 'only for me' or 'for all users'. You decide this when you create a dashboard. This information is shown here.
Actions

Edit the dashboard

Duplicate the dashboard

Delete the dashboard

Add dashboard

Click the icon to start creating a new dashboard. The create dashboard page will appear. The page has some fields that are the same for custo, embedded IFrame and Power BI dashboard type, and some fields that are different.

In this section we focus on the general fields. The specif fields for the embedded IFrame and Power BI dashboards are described in the corresponding documentation.



On this page you have to fill in the following fields about the dashboard you start to create:

Table 2. Fields to fill-in when creating a dashboard
Field name Description
Dashboard type Here you select the type of dashboard you want to create. You can choose between
Name Name of the dashboard that will appear on top of the dashboard
Platform menu name Name as will be shown in the left platform menu. It can contain maximum 15 characters.
Description Text field where you can write a short description of the dashboard (for example: comparison of stock in different fabric halls)
Sort index Ordering of the dashboard in the left menu bar. The ordering is defined as following from top to bottom:
  • Dashboards that are only available to you (personal dashboards)
  • Dashboards that are shared with all users in your organization (all users dashboards)
  • Within each section you can decide which dashboard should be on top. You can do this by giving the dashboard the number '1', if you want it be on the bottom, you can give it the number '99' for example.
Activate dashboard Selector to decide if the dashboard is already shown on the platform or still invisible (for example if you are still creating it)
Select Image Upload an image that is meaningful for your dashboard. This image is shown on the dashboard overview page.
Availability Selector to decide if only your own account, or all users of your organization can see the dashboard
Favorite for all If you make the dashboard available to all users you decide here if you favorite it also for them. To favorite a dashboard means it is put on top in the menu bar.
Visibility Partners only field.
Here partners can choose with whom to share the dashboards. This can be done in 2 ways:
  • Via visibility filters
  • Via selection of accounts to share the dashboard with: only me, all accounts of the partner account, all partner organizations or a selection of partner organization.

Click to save the created dashboard

Edit the dashboard settings

In the dashboard list you select the edit icon edit the dashboard. Here you can change fields you filled in when creating the dashboard (name, availability, …).

Note: If someone else of your organization shared the dashboard they created and shared with you, you will be able to make changes to the availability settings except to the availability configuration.
Note: If Sensolus or a partner created a dashboard and then shared it with your organization, you will not be able to make any changes to the available settings.

Another way to edit your dashboard settings it to go to the dashboard in the Home menu and click the Dashboard settings button. Here you adapt the configuration and click to save.

Duplicate the dashboard

Often the fastest way to start to create a dashboard is to duplicate an exisiting one and then make some modifications to the widgets. To copy an existing dashboard, click the copy button in the dashboard list. After you copied the dashboard, the new one will appear in the dashboard list. Select the edit icon to edit the configuration of the dashboard. Once you did that, start editing the widgets on the dashboard.