V9.2.1
Prerequisites
Before you create a dashboard, you need to:
- Create a dashboard suite.
- Add the relevant queries to your data model.
Create a new dashboard
- On the Dashboard Suites page, locate the dashboard suite to which you want to add a dashboard, and click the edit button (
).
The new dashboard already includes a tile with a bar chart. You can remove it or edit it, and add additional charts.
- To edit the selected chart, click Edit Details.
- On the Properties tab:
- Name: Enter a significant name for the chart.
- Title: Enter the name to display on top of the chart when viewed in the Flowtime portal.
- Description: Add a short description of the data displayed by the chart. This text displays as a tooltip when the char is viewed in the Flowtime portal.
- Click Next.
- On the Data tab:
- Select the relevant query as the data source for the chart.
- To define cache settings for the selected query, click Advanced Options.
For more information on defining cache settings, see this article.
- If relevant for the chart, set the X and Y axis.
- To add a link to the dashboard chart, under Drill Down, concatenate the process page that filters by the defined values.
Example:http://{flowtimeserver.com}/ProcessRecords.aspx?workflowSpaceId=09132f64-8d34-43a4-adcc-b842116e1c4c&ft&Customer=eq({fldCustomer})
Tip: You can also use the Drill Down field to link the entire chart to a Flowtime page. For example, you can add the URL of the Active Processes page to a Number chart.
Copy the link and remove https:// and the server name:Process.aspx?workflowSpaceId=a0923039-78ae-464f-92ad-ffb8d6fc3583&workflowId=b844cc9e-21ea-4fc1-bb06-bee6ce77726c3
- Click Next.
- On the Filters tab, add filters to define the data displayed by the chart.
- The Filters tab is populated only if the data query you selected contains filters.
- Only In parameters display.
- A common filter is the Rt.CurrentUser() parameter.
- You can filter an analytics query using a query string parameter.
For more information see Filter an Analytics Query Using a Query String Parameter.
- Click Next.
- On the Sort tab, define the parameter by which the data will be sorted in the chart.
- The Sort tab is available only when you select a lookup table as the data source.
- Click Next.
- On the Format tab, set up the chart look and feel:
- Display options: Select the elements to display on the chart.
- Legend: Define if the chart has a legend and where to display it.
- Color Palette: Set up the colors used in the chart.
- Use the advanced options to define formatting in JSON.
The JSON formatting overrides the basic formatting.
- Click Save.
Note: You can resize a dashboard and drag it to a different location.
The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.
JSON examples
Create a doughnut chart
{ "chart": { "caption": "Split of Revenue by Product Categories", "subCaption": "Last year", "numberPrefix": "$", "paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" , "bgColor": "#ffffff", "showBorder": "0", "use3DLighting": "0", "showShadow": "0", "enableSmartLabels": "0", "startingAngle": "310", "showLabels": "1", "showPercentValues": "1", "showLegend": "1", "legendShadow": "0", "legendBorderAlpha": "0", "defaultCenterLabel": "Total revenue: $64.08K", "centerLabel": "Revenue from $label: $value", "centerLabelBold": "1", "showTooltip": "1", "decimals": "0", "captionFontSize": "14", "subcaptionFontSize": "14", "subcaptionFontBold": "0", "useDataPlotColorForLabels": "1"} }
Set green and red as the colors for positive and negative results
{ "chart":{ "palettecolors":"d5534e,6ec672" } }
For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.
V8.6
Prerequisites
Before you create a dashboard, you need to:
- Create a dashboard suite.
- Add the relevant queries to your data model.
Create a new dashboard
- On the Dashboard Suites page, locate the dashboard suite to which you want to add a dashboard, and click the edit button (
).
The new dashboard already includes a tile with a bar chart. You can remove it or edit it, and add additional charts.
- To edit the selected chart, click Edit Details.
- On the Properties tab:
- Name: Enter a significant name for the chart.
- Title: Enter the name to display on top of the chart when viewed in the Flowtime portal.
- Description: Add a short description of the data displayed by the chart. This text displays as a tooltip when the char is viewed in the Flowtime portal.
- Click Next.
- On the Data tab:
- Select the relevant query as the data source for the chart.
- If relevant for the chart, set the X and Y axis.
- To add a link to the dashboard chart, under Drill Down, concatenate the process page that filters by the defined values.
Example:http://{flowtimeserver.com}/ProcessRecords.aspx?workflowSpaceId=09132f64-8d34-43a4-adcc-b842116e1c4c&ft&Customer=eq({fldCustomer})
Tip: You can also use the Drill Down field to link the entire chart to a Flowtime page. For example, you can add the URL of the Active Processes page to a Number chart.
Copy the link and remove https:// and the server name:Process.aspx?workflowSpaceId=a0923039-78ae-464f-92ad-ffb8d6fc3583&workflowId=b844cc9e-21ea-4fc1-bb06-bee6ce77726c3
- Click Next.
- On the Filters tab, add filters to define the data displayed by the chart.
- The Filters tab is populated only if the data query you selected contains filters.
- Only In parameters display.
- A common filter is the Rt.CurrentUser() parameter.
- You can filter an analytics query using a query string parameter.
For more information see Filter an Analytics Query Using a Query String Parameter.
- Click Next.
- On the Sort tab, define the parameter by which the data will be sorted in the chart.
- The Sort tab is available only when you select a lookup table as the data source.
- Click Next.
- On the Format tab, set up the chart look and feel:
- Display options: Select the elements to display on the chart.
- Legend: Define if the chart has a legend and where to display it.
- Color Palette: Set up the colors used in the chart.
- Use the advanced options to define formatting in JSON.
The JSON formatting overrides the basic formatting.
- Click Save.
Note: You can resize a dashboard and drag it to a different location.
The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.
JSON examples
Create a doughnut chart
{ "chart": { "caption": "Split of Revenue by Product Categories", "subCaption": "Last year", "numberPrefix": "$", "paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" , "bgColor": "#ffffff", "showBorder": "0", "use3DLighting": "0", "showShadow": "0", "enableSmartLabels": "0", "startingAngle": "310", "showLabels": "1", "showPercentValues": "1", "showLegend": "1", "legendShadow": "0", "legendBorderAlpha": "0", "defaultCenterLabel": "Total revenue: $64.08K", "centerLabel": "Revenue from $label: $value", "centerLabelBold": "1", "showTooltip": "1", "decimals": "0", "captionFontSize": "14", "subcaptionFontSize": "14", "subcaptionFontBold": "0", "useDataPlotColorForLabels": "1"} }
Set green and red as the colors for positive and negative results
{ "chart":{ "palettecolors":"d5534e,6ec672" } }
For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.
V8.4-8.5
Prerequisites
- Create a dashboard suite.
- Add the relevant queries to your data model.
Create a New Dashboard
In the Dashboard Suite canvas, click the Dashboards tab > New > Edit Details.
Properties Tab
Data Tab
- Drill Down: concatenate the process page that filters by the defined values.
Filters Tab
- This section is only populated if the data query you selected contains filters.
- Only In parameters display.
- A common filter is the Rt.CurrentUser() parameter.
- You can filter an analytics query using a query string parameter.
For more information see Filter an Analytics Query Using a Query String Parameter.
Sort Tab
- Only available when you select a lookup table as the data source.
Format Tab
Use the advanced options to define formatting in JSON. The JSON formatting overrides the basic formatting.
Note: You can click-and-drag a dashboard beyond the tiles that appear on the canvas by default. The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.
JSON Example: Doughnut Chart
For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.
{ "chart": { "caption": "Split of Revenue by Product Categories", "subCaption": "Last year", "numberPrefix": "$", "paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" , "bgColor": "#ffffff", "showBorder": "0", "use3DLighting": "0", "showShadow": "0", "enableSmartLabels": "0", "startingAngle": "310", "showLabels": "1", "showPercentValues": "1", "showLegend": "1", "legendShadow": "0", "legendBorderAlpha": "0", "defaultCenterLabel": "Total revenue: $64.08K", "centerLabel": "Revenue from $label: $value", "centerLabelBold": "1", "showTooltip": "1", "decimals": "0", "captionFontSize": "14", "subcaptionFontSize": "14", "subcaptionFontBold": "0", "useDataPlotColorForLabels": "1"} }
V8.3
Prerequisites
- Create a dashboard suite.
- Add the relevant queries to your data model.
Create a New Dashboard
In the Dashboard Suite canvas, click the Dashboards tab > New > Edit Details.
Properties Tab
Data Tab
- Aggregation is only enabled for lookup table queries.
- Drill Down: concatenate the process page that filters by the defined values.
Filters Tab
- This section is only populated if the data query you selected contains filters.
- Only In parameters display.
- A common filter is the Rt.CurrentUser() parameter.
Sort Tab
- Only available when you select a lookup table as the data source.
Format Tab
Use the advanced options to define formatting in JSON. The JSON formatting overrides the basic formatting.
Note: You can click-and-drag a dashboard beyond the tiles that appear on the canvas by default. The dashboard is responsive and automatically adjusts to the display, but there is no absolute position.
JSON Example: Doughnut Chart
For more information about editing the JSON for dashboard tiles, see the FusionCharts documentation.
{ "chart": { "caption": "Split of Revenue by Product Categories", "subCaption": "Last year", "numberPrefix": "$", "paletteColors": "#0075c2,#1aaf5d,#f2c500,#f45b00,#8e0000,#34495E,#8E44AD,#AED6F1,#F0B27A,#B2BABB,#2471A3" , "bgColor": "#ffffff", "showBorder": "0", "use3DLighting": "0", "showShadow": "0", "enableSmartLabels": "0", "startingAngle": "310", "showLabels": "1", "showPercentValues": "1", "showLegend": "1", "legendShadow": "0", "legendBorderAlpha": "0", "defaultCenterLabel": "Total revenue: $64.08K", "centerLabel": "Revenue from $label: $value", "centerLabelBold": "1", "showTooltip": "1", "decimals": "0", "captionFontSize": "14", "subcaptionFontSize": "14", "subcaptionFontBold": "0", "useDataPlotColorForLabels": "1"} }