Dashboards

Create

From the left menu, click on Select Dashboard. Click on New Dashboard and then Create. A new blank dashboard will be created.
Dashboard Create

Adding Widgets to Dashboard

  1. Click on a widget from the Add Widget to Dashboard menu to add to the dashboard. A preview window with the widget will be displayed.
  2. Click on 'Add to Dashboard' to add to the dashboard.

    Alternatively, drag the widget into the dashboard.

Add Widget

Widget Resize/Drag

Resize: Place the mouse on the right or bottom edges of a widget and click and drag to expand or shrink the widget. Drag: From the top header section of the widget, click and drag to the appropriate position

Positioning is automatically saved upon resize or drag.

Add Widget

Dashboard Filters

Knowi dashboard filters enable the user to slice and dice the data on their dashboard, across all widgets, how and when they choose. It also allows admins and dashboard creators powerful ways to limit and/or control the data to be filtered by the end user. Features also include auto suggestions, multi-value filters and date ranges.

Admin Settings

Admins and dashboard creators have the ability to control what data the end users can filter on. By selecting the dashboard filter icon in the top right of the dashboard, they will have the option of either adding a filter directly (via the orange Add button) or entering the Settings area where they can fine tune the filters available to the end user.

Filter Settings

Three options are available:

  • All (no restrictions) the end user will have the ability to filter on all the fields present in the datasets on their dashboard
  • None (disable filters) the end user will not be able to filter at all, on any field
  • Configure Manually the end user will only have access to filterable fields made available to them by the admin or dashboard creator

Manual Configuration

If this option is selected, then the admin or dashboard creator has the ability to decide which fields to either allow or forbid from use.

By default, all fields are allowed. If there are any fields that should not be made available for filtering, then the admin simply selected the 'Forbid' option followed by the fields in question. These fields will then not be present to the end user for selection in any filtering of that dashboard going forward.

Manual Configuration

Creating a Filter

To add a filter to a dashboard, the user simply clicks on the orange ADD button located in the top right part of the filter dialog box. The user simply selects the field to filter on and the associated operation

Note:

  • Equals is case sensitive. Contains is not case dependent (and slower in cases with large amounts of data)
  • Nested fields If data contains JSON, the nested fields will be shown in the list to filter. A user can therefore filter on inner fields. Please note that this list will only contain a few nested fields as Knowi will not scan the whole dataset for the JSON data. However, Cloud9QL can be used to filter any nested field.

If the user is an admin or dashboard creator, then they also have several other options for the filter behaviour:

Hidden Filter

This filter will be applied to the dashboard but the definition of it will be completely hidden from the dashboard end users. It will only be available to view and edit by an admin or the dashboard creator.

Mandatory (previously 'Locked' filter)

If this option is set then the filter is always present on the dashboard and a value must be selected by the end user

Auto-suggestions for another dataset

By default, filter value suggestions are sample from the dataset itself. If, however, you require filter values to come from another dataset, then the admin or dashboard creator would specify it here. Values will come from either the first column of the auto-suggestion dataset or the column name that exactly matches the field to be filtered

To do this:

a. Create a query that returns the values you want to display.

b. Use the database icon next to add/remove filter buttons. This will set auto-suggestions populated as a result of other query or dataset.

If dataset is selected, the list of auto-suggestions appends following the rule:

  • if dataset contains a column with the same name as the column to be filtered, the values of that column are added.
  • if dataset does not, the first column values are returned. Note: The icon is available only on edit modes. If dashboard for example, is shared via URL, the set-up icon will not be shown for dataset autosuggestions. In view only modes, the suggestions are shown based on the dataset associated with the auto-suggestions, (if configured) or will default to the sampling method.

Filter Options

Save as Global

Once filterable fields are added (via the Add button), the admin or dashboard creator will then have the option to save this particular filter configuration as a Global setting for all end users of the dashboard to see. This, in essence, will be the end user 'default view' when they first enter the dashboard. From here, they will be able to change the default selections and add in their own personal filters on top of the global view configure. Clicking on 'reset' will take the user back to the global default view of the data.

It is similar to a hidden filter in that it would provide a default view of the dashboard, however it differs due to the fact that the end user would not know the filter existed at all and could therefore not change any of the default values configured.

Global Filters

Edit and Delete Filter Defintions

The ability to edit and delete a filter definition is available via the handy icons on the bottom right of each filter box.

Enable/Disable

Each filter also has the ability to be temporarily disabled, using the switch in the bottom left corner of the filter box

Filter toggle

End User Filter Edit

Once the filters have been created and applied to a dashboard, it is very easy for the end user to change the values in the filter itself. To do this, the end user simply clicks on the filter notification icon at the top of the dashboard.

Edit Filter

Dashboard Settings

To access Dashboard specific settings, click on the settings icon from the top menu section.

Dashboard Settings

Edit Dashboard Name

Enter the modified dashboard Name under the 'Settings' tab and click 'Save'.

Categories

Add tags your dashboards to be able to categorize and sort them. Best used for when you have a large amount of dashboards to make it easier to find them and group them.

Display Options

Lock: This option locks widget positioning, with resize/drag options disabled. Typically used to avoid accidental positioning modifications. Widget filter icons: Toggle widget filters

Widget settings: Toggle widget settings

Actions: Actions: Toggle dashboard settings, filters, and sharing

Once you turn off actions, to get back to dashboard settings follow the gif below:

Actions Setting

Dashboard Title: Toggle Dashboard title 

Widget title: Toggle widget titles

Borders: Toggle widget boarders

Enable resize: Toggle the ability to resize widgets

Allow drag: Toggle the ability to drag widgets 

Dashboard background color: Select a color for the dashboard's background

Dashboard Title color: Select a color for the dashboard's title header

Dashboard Title font: Change the font size of the dashboard title

Dashboard Title font color: Change the font color of the dashboard title

Popup Description

Optional descriptions can be configured, which enables a pop-up description at the bottom of the screen when a user accesses that dashboard

The description is shown three seconds after the dashboard loads and fades out after 20 secs (or upon scroll down).

PDF Export

Click the 'Export As PDF' button to export dashboard as a PDF.

Custom Headers & Footer

You can customize the dashboard header and footer with HTML for customized look and feel.

Sharing

Share Settings Open

Share - Internal Groups or Users

A dashboard can be shared with multiple internal groups or users within your organization. From the settings menu, 'Share' menu, check groups and/or users to share the dashboard to.

User Groups can set in the Team settings in the User Settings menu.

You can also set one of following to user or group to define access:

  • View Only: The user will only be able to view and interact with the dashboard and will not be able to save, modify dashboard or dashboard settings.
  • Edit: Ability to edit the dashboards.
  • Admin: Ability to edit dashboards, plus being able to set Global filters and change widget level Cloud9QL.

Share - Public

To generate a public URL for a dashboard, click on 'Generate Shareable URL' from the 'Share' tab.

Note: This makes the dashboard publicly accessible, without requiring a login. Do not use this option for sensitive data.

In addition, the embed code can also be used to embed the dashboard into your own portal/HTML pages.

To turn off a unique public URL, click on 'Disable Share URL'.

To add filter parameters to the share URL, pass in contentFilters parameter to the URL, where the value is in encoded JSON form.

Example: URL Parameter example: contentFilters=[{"fieldName":"opened","values":[1000],"operator":">"}]

Full URL, with the parameter and encoded JSON: 
https://www.knowi.com/d/3cKltxiizxNFgxjRvanZwY2WZoiikPo5ip3EqS13cii1KdQie?contentFilters=%5B%7B%22fieldName%22%3A%22opened%22%2C%22values%22%3A%5B1000%5D%2C%22operator%22%3A%22%3E%22%7D%5D

Embedding

We provide a number of options for embedding, depending on the level of access required. See embed docs

Whitelist IPs

Allow certain IP addresses access to view the dashboard. 

Email Reports

Dashboards can be sent as Email attachments on a configured schedule. From the Dashboard Settings menu, select 'Email' tab and configure the settings to enable this feature.

Delete Dashboard

From the top Settings menu, click on the 'Delete Dashboard' button to remove the dashboard.

Widgets and Datasets are not modified/deleted when a dashboard is removed.

Removing a Widget

To remove a widget from the dashboard, click on the menu on the top right of each widget and select Remove from Dashboard.

To delete a widget completely, select Settings --> Widgets from the left menu bar. Locate the widget and click Delete. This will remove the widget and the dataset (if the dataset is not linked to other widgets).

Localization (beta)

The display of time series chart legends and filters can be localized on a per user basis by selecting the Locale option under User Settings. Useful for embedded dashboard and widget modes, this will then render any time series chart selected in the locale specified. Current locales supported are English (en), French (fr) and German (de).

For support for other locales, please contact support@knowi.com

Localization