Dashboard 5 7 Introduction New version of Dashboard

Dashboard 5. 7

Introduction • New version of Dashboard / Tool available with Patricia 5. 7 • Same solution for the following platforms – Patricia 5. 7 – Patricia App 2. 0 – Patricia Collaboration Portal 5. 7 • Replaces old Dashboard solution.

System Requirements • No additional Licensed product is required • Required Jboss server to use Dashboards • Java 8 (Minimum required Java version)

Dashboard Definitions • Dashboard Layout • Dashboard Reports • Dashlets • Dashboard Parameters

Dashboard Layout • Layout is a set of blocks/placeholders with predefined height and width to display charts/reports. • Dashboard feature comes with set of default templates. 2 – Column Layout 2 – Row Layout

Dashboard Reports • Following Report/Chart Types available

Dashlets • Placeholder for reports in a Dashboard • Dashlet can have different in sizes

Dashboard Parameters • Dashboard data can be dynamically updated by providing input values during run time. • Following Input types can be used – Text field – Date Field / Date picker – Combo Box / Drop down • Security can be applied to show or hide Dashboard parameters. (Based on Patricia Security Groups)

Dashboard Parameters

How to access Dashboards • In Patricia – Reports Dashboard

How to access Dashboards • In PCP – Patrix-PCP Reports Dashboard

Create Dashboards • In Patricia Maintenance – Report Dashboard configuration

How to create Dashboard Reports • New Report – New Report Wizard opens and you can start creating Dashboard Reports. • Edit Report – Update existing report • Select a report in the list • Click on Edit Report • Wizard with report details • Delete Report – Delete any existing report. (If Report is used in a Dashboard, then its not possible to delete the report) • Video Tutorial available on how to create Dashboard Reports https: //www. youtube. com/watch? v=ICYp. BPn 9 q. HM

How to create Dashboard • New Dashboard – New Dashboard Wizard opens and you can start creating Dashboard. • Edit Dashboard – Update existing dashboard • Select a dashboard in the list • Click on Edit Dashboard • Wizards will open with Dashboard details • Delete Dashboard – Delete any existing dashboard • Video Tutorial available on How to create Dashboard https: //www. youtube. com/watch? v=D 06 y 7 z. L 2 PZM

Dashboard Considerations • What is the objective of the Dashboard – All Data or partial data – Well defined Query • Patricia Case level security is not applicable for Dashboard Reports • PCP Case filter is not applicable

Questions?

Hands on exercise • Create a Dashboard report • Create a New Dashboard • Assign the user • Review result