- What is a Dashboard?
- Dashboard Add/Edit
- Sharing Dashboards
What is a Dashboard?
Dashboards or panels are a convenient way to present data and monitor the process. Senior management can access summary information, team leaders can access team activities, and those who do the work can access the tasks. Office users can directly access their authorized panels. You can also share a panel as a PDF for external users.
Use “Panels/New Panel” on the left menu. You can create as many panels as you want. After the panel is formed:
- You can select the tools you want from the menu on the right and design your drag-and-drop panel. Below, you will find basic information for each widget
- Determine authorized office users for the dashboard. The default state is open to all office users.
- Using edit menü on the top left, you can create a copy of the panel. When your dashboard is in edit state so will be the widgets.
We have a menu for widgets. The widgets you can use in the dashboards are on this menu. You can add any of it with the pick and drop method. It is also possible to use a widget for multiple times. If the place you add is next to another widget it will fill the remaining part, but if it is an empty spot then it will fill the full of the cell.
Each widget has two different settings pages. General Settings are common to all widgets. Let’s first check the General Settings.
- Use background colour to get attention or differentiate
- Set name, explanation and icon for the widget. Use meaningfully values for the panel users.
- Row Overlay, You determine the width of the widgets. A map may fit full or half-width by using Row overlay value. In the example dashboard shown above, the first row is 1/1, the next, 1/4, and the next 2/4 wid
Contents such as colours, outlines of the widgets, icons, descriptions can be done from general settings. For those who prepare it, the functionality and outcome that comes from the dashboard could be the only priority. But users often evaluate the outcome by its appearance first and then by its functionality. For this reason, we suggest you pay attention to appearance. Appearance means colours, placement, meaningful descriptions and data of course.
Having a lot of information in a dashboard does not mean that it will be useful. For example, a vertically long dashboard may be very annoying because it requires a lot of scrolls to reach the results. For this reason, we recommend that dashboards that fit on one page.
You should design a dashboard considering the users need. Merging everything for 5 different users in a panel can create more confusion than benefit. 5 separate dashboards for every one of them may be more useful.
The name of the dashboards, the names, and descriptions of the widgets make it easier for the user to discover the dashboards.
There are many widgets you can use in the dashboards. Let’s explain each one individually. As we said that it is possible to use a widget more than once. The change of the same data by time can be in one graph, and the change by the team can be in another graph. In both cases, the same widget will be used.
Date Select Widget
The date selection widget is a special one that affects queries of other widgets.
Let’s give an example: You prepared a dashboard, you prepared the data (queries) that each widget will use. Let’s say this dashboard contains the last 1 month of data.
So, what would you do for the last 3 months and the last 1 year? The Date select widget saves you from this trouble and allows you to dynamically determine the time period that the dashboard will cover. If you want weekly, monthly, yearly, in this case, a separate dashboard will be required for each.
If you need a special time period, you can also select this time interval with Select.
“Don’t be affected by the Date Widget” should be marked in the settings of the widgets if you do not want some widgets to be affected by the dynamic date selection.
As we said that each widget has its own settings. There are some common areas in these settings. Once you learn one of them, you can apply it to all widgets. The query tool comes first.
Query = data to be covered by the widgets
A query determines what a chart or a pivot table will show.
You will see and use Queries in many places in the MOBIDI Office. Please visit the Queries for details.
The Chart widget can create graphs from your data based on a wide variety of criteria.
Color Palette: determines the colors to be used in different data on the chart.
Chart Type: Determines the shape of the chart. The bar chart expresses the change according to time or value. The pie chart refers to distribution. You can find the most accurate by trying.
Stacked Chart: This chart option allows you to see both the total value and the sub-values that make up the total.
Axis: Sets the value to be used for the horizontal axis. You can select multiple with Ctrl. For example, you chose Registration by Month, if you have data spread over the years, the value of May 2020 and May 2021 will overlap. You can create for comparison, or you can create a 2-year chart by including the year with ctrl.
Series: Series determines the information you will use in the graphics. The use of this information is determined by Value. If the value is in total, the sum of the series will be taken.
Value: You can use information such as the sum of the series you select as value or the registration dates, users, or forms. When you select the users as a value the distribution of the values among the users will be shown, If you select Registration by Month, the distribution of the values according to the months will be drawn.
Sorting: Sorting specifies the value and ranking to be used on the horizontal axis. For example, if you select the date as Axis, you can sort ascending/descending or set it according to the value in those dates.
Pivot Table Widget
Pivot Table is used to perform a summary analysis in a dataset. It is similar to the use of the Excel pivot.
Value is calculated from the data you select as Row and Column, Value Summary is shown in the summary table.
For example, if you want to see the data you have collected by month, it must be Row = Record. Month, Column = Total Number, Value = Total Number.
With the addition of Record.Year with Ctrl to the column selection, a column is created for each year so that you can distribute the data you collect by years and months.
Sequencing: Works as mentioned in the other widgets.
The map widget draws the query. The query page that opens in the map widget has a tab called General Drawing Properties.
Mobile captures are drawn with their records.
With the routes, if the user took the record while traveling (for example, by raking a video while moving), the places where they were visited will be drawn on the map.
Attachments are usually photos, and the coordinate of the photo and the coordinate of the recording may differ. For example, we took the picture of the building across the Road, we changed the location accordingly, but the location of the photo will stay the same.
If you check the directions, the directions in which the photos are taken will appear on the map. To give an example, You have documented a tree or building from 4 different points by looking at the building, the record has only one location, but 4 photos and 4 directions are drawn separately, and much more accurate information is given to you about the work done.
Labels (text) and drawing shapes (styles) on the map are included in the layer definitions. The dashboard will apply it to the mobile view too.
Various options can be opened by right-clicking on the map. These options may vary depending on the modules you install.
The widget that shows queries in lists.
The value of “List Macro” in Layer settings determines how your records appear in the table. According to this value, you determine how the recordings will appear to Dashboards and Mobile users.
The line you clicked opens the record editing page on a separate page.
Single Number Widget
A widget that shows the query result as a single value. With this widget, you can create a large number of summaries of data such as total work done, minimum time spent (MIN), maximum spent time (MAX), average time spending (AVG), total staff used in a job (DISTINCT). For these operations, you can summarize the data with operators such as MIN, MAX, AVG, DISTINCT.
Odd Number widgets are usually located at the top of the dashboard.
Multiple Row Number Widget
The multi-number widget is adding a new dimension to single number widget by showing the change of summary information by Personnel, Time, or other value.
Report Button Widget
MOBIDI can also generate excel or Html reports in cases where dashboards are not enough. You can get these reports with a button you will put on your dashboard.
System Information Widget
The System Information widget will inform you about the memory used by the software. This widget is for the use of system administrators.
Active Users Widget
This widget shows active users that can use Mobidi Office. This tool is for the use of system administrators. You can list mobile users with many widgets described above and make analyses on user basis.
The people you share the Dashboards with must be registered users. If you want to share a Dashboard offline, you can use the browser PDF print feature. The PDF you created will be visually the same of the dashboard but it will be static.