Category

Interacting with Dashboard

Interacting with Dashboard 

The Dashboard tab gives the user access to already published dashboards. Hover on the dashboards and click the “eye icon” to open the Dashboard.   

 

The following features are available in Lumenore Dashboard: 

 

TITLE  DESCRIPTION 
Dashboard Tab(s)  Displays the names of opened dashboards. Click “X” to close a dashboard tab. Click “+” (plus) to open a new dashboard tab. 
Dashboard Name  Displays the name of the Dashboard (the user is currently viewing) on the top left side. 
Edit   To edit the dashboard charts, cards, and layout. 
Fit to width  Click on “Fit to width” to display the data in a single view that requires scrolling otherwise. The button turns blue when enabled. 
Refresh  Click to refresh the data on the Dashboard if there is any update or alteration in existing data. 
Embed  To generate a shareable link by which other users in the same organization can access the embedded Dashboard. 
Schedule  Click on schedule to enable timely data updates as and when required on the Dashboard. 
Export  Click to export the Dashboard. The following formats are available: 

Image, Print, PPT (Multi-page), PDF, PDF (Multi-page) 
Filters  Click on Filters. Available filters are based on conditions set by the user when creating the Dashboard. 

 

 

Edit 

Through “Edit,” the user can recreate the Dashboard or update the new KPIs per the requirement, and it will take the user to the dashboard creation window. 

 

 

 

Fit To Width 

Click Fit to Width to display the visualization in a single-screen view. 

 

 

Refresh 

Click to refresh the data on the Dashboard if there is any update or alteration in existing data. 

 

Embed 

The Embed feature in the Dashboard allows users to share the dashboard module independently with their organization’s team members. It helps users to get the Dashboard reviewed, monitored, and accessible on the web. 

 

The Embed feature allows the user to generate a dynamic hyperlink, which he can share with anyone to view the Dashboard and access right on the website. 

The embedded link can be accessed from anywhere without any need to connect with the database or data source. Users can view all the functionality and Dashboard as it is with the embedded link. 

 

With the usage of Lumenore embedded analytics, you can: 

  • Deliver compelling reviews to your customers, allowing them to act based on the insights of your information. 
  • Fast and effortlessly offer impressive statistics, dashboard sharing, and analytics for your apps using Lumenore. 
  • Reduce developer efforts by automating analytics monitoring, management, and deployment, even complete control of Lumenore features and smart analytics. 

 

Schedule 

Data is dynamic as it changes and gets collected repeatedly; the Dashboard needs to be updated over time. Users can schedule the duration of fetching new data by following the instruction below: 


  1. Click Schedule 
  2. Type a name to identify the snapshot. 
  3. Choose a File Type 
  4. PDF or a PPT is available. 
  5. Choose no. of Pages 
  6. Single or Multiple pages are available. 
  7. Set the Occurrence 
  8. Daily, Weekly, Monthly, or Custom are available. 
  9. If Custom is selected, the Schedule Custom (date) Range is displayed. 
  10. Choose a start date.
  11. Click the field to open the calendar.
  12. Choose a Schedule Time
  13. Click the field to open the time option.
  14. Time is displayed in a 24-hour military format.
  15. Click Schedule
  16. A success message will be displayed. 

 

 

Export 

Export lets the user download the Dashboard. To export the Dashboard: 

  1. Click Export. 
  2. Select the format type. 

The following formats are available: 

Image, Print, PPT (Multi-page), PDF, PDF (Multi-page) 


 

Filters 

Filters let users filter their data per the conditions selected while creating the Dashboard. 

 

To apply Filters, complete the following: 

  1. Click Filters. 
  2. Select the pre-created filter and select options from the drop-down menu. 
  3. Available filters are based on conditions selected when the Dashboard was created. 
  4. Click Apply. 

 

Set Preferences 

After filters are applied, the view can be set as a preference. The user can see their preferred view, and other users see the default dashboards. A user can create up to 5 preferred views per Dashboard and choose one as the default displayed when the user opens the Dashboard. All the saved views are listed in the menu. 

To Save Preferences, complete the following: 

  1. Click Filters. 
  2. The filters you applied will be displayed on the filter screen; select the filter from the drop-down. 
  3. Click Save Preferences. 
  4. Type a Preference Name for the filtered view. 
  5. Choose if you want to Set (the view) as default. 
  6. Click Apply. 
  7. The preference is saved on the menu. 
  8. Click the preference name to view the Dashboard with all preferred filters applied. 
  9. Click the trashcan icon to delete the preference.