Creating an Analytic Dashboard

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Overview

 

With a good understanding of how the Designer is laid out and the moving parts, you’re ready to walk through the process of creating an Analytic Dashboard design.

 

Please note, dashboard designs use a Data Source (defaults to InFocus) and a Query (typically an Analytic Model - managed via UT>Dashboard Queries Manager). When clicking New, you’ll be prompted to select an Analytic Model- the data source will default to InFocus.

 

 

Tutorial

 

Please complete the following steps

 

1. Browse to UT>Analytic Dashboard Designer

2. Click New. For our purposes here, we’ll use the default InFocus dataset.

3. When prompted for an Analytic Model, click Yes.

4. Select a model from the list. Your model will load into the left hand pane.

5. Click the Refresh icon (circular arrows) above the Query list. This populates your analytic model with data from the data source and makes it available to the design.

6. Design your Dashboard

oInsert an item (Pivot, Grid, Chart, etc.)
oDrag-and-Drop your data fields into the Design Items pane as appropriate
oYour dashboard will populate as you add fields and other items.
oShape and format the data as appropriate

7. Click Save and complete the dialogue that appears

oGrouping is used to organize similar Analytic Dashboards together for display purposes.