Creating a Dashboard

This chapter presents how to create dashboards in PANTHEON.

ZEUS Dashboards are used for quick overview of key indicators in the company.

There are two types of dashboards. Preset dashboards and User dashboards, created by the user according to the user's needs. The following case presents how to create a dashboard.

CASE SUMMARY Dan Director wants to track a few key indicators in the Tecta company daily. Therefore, Dan wants to see a custom dashboard when PANTHEON opens. The dashboard can be created in one of tow ways: Preparing a Preset Dashboard Creating a Custom User Dashboard

1. Preparing a Preset Dashboard

In PANTHEON, there are over 20 preset, Out-of-the-Box Dashboards.

Out-of-the-Box Dashboards are created with different employees and the indicators relevant to the employees in mind. These dashboards include indicators relevant to employees in Human Resources, Logistics, Finance, Management, etc.

First, the person responsible transfers Out-of-the-Box Dashboards to PANTHEON. In the menu, the person responsible selects Analytics | Dashboard | Transfer Dashboards.

A Transfer Registers – Dashboards window opens. Clicking the Transfer from Server button displays all dashboards.

To transfer all dashboards to the register, the person responsible leaves all dashboards checked and clicks the Transfer into Register button.

The Out-of-the-Box Dashboards are now available in the menu Analytics | Dashboard.

The director wants the general overview over the business in the company, so the person responsible selects the quick overview dashboard.

The selected dashboard window is composed of 8 indicators.

The indicators are displayed with a counter, graphs, and tables. Through them, the person responsible sees an overview of the business in the company.

The person responsible wants the displayed dashboard to be loaded automatically when PANTHEON opens.

To do this, the person responsible clicks the (Edit) button.

In the taskbar, a Default checkbox appears. The person responsible checks the checkbox and clicks the Save Changes button.

The dashboard is now the default and will be automatically loaded when PANTHEON opens.

HINT If dashboards take longer to load, you can set up Data Prefetching, which makes the loading quicker.

The person responsible wants to set authorizations for the dashboard. The person responsible clicks the (Authorizations) button in the toolbar.

A Users and Groups window opens, where the person responsible sets an authorization level.

In the left window, the person responsible selects their own username and, in the right window, selects the highest (full) permissions.

With this, the person responsible has finished preparing an Out-of-the-Box Dashboard.

Next, read how to create a new custom dashboard with indicators according to the user's needs.

2. Creating a Custom User Dashboard

If the Out-of-the-Box Dashboards do not include indicators needed by the user, a new dashboard can be created. A user custom selects indicators in the dashboard.

The indicators in PANTHEON are called dashboard components. To display the component, you can use a graph, a counter, a table, OLAP analyses, a multicomponent, Ares, Google Maps, and PA report.

The person responsible wants to create a user dashboard and use a custom selection of components.

In the navigation bar, the person responsible selects Analytics | Dashboard | New Dashboard.

A new dashboard opens.

Into the Name field in the taskbar, the person responsible enters the dashboard name: Tecta.

To make the dashboard automatically load when PANTHEON opens, the person responsible marks the Default checkbox.

Clicking the Save button saves the changes and creates the new dashboard.

Next, the person responsible chooses dashboard components. To make the dashboard display four components, the person responsible first divides the window into 4 sections.

This is done by clicking the empty window, then clicking the (Split Horizontally) button and the (Split Vertically) button in the toolbar.

4 sections appear.

HINT An empty section you do not need anymore can be deleted by clicking the button. The section must first be marked/selected.

From drop-down menus in individual sections, the person responsible selects the desired predefined component from the Dashboard Components Register.

First, the person responsible selects the component Top 15 customers.

The component appears in the section.

HINT Right-clicking the component opens the option to edit or delete the component.

The process is repeated for the other three sections. In this case, the person responsible selects these components: Receivables from Customers, Payables to Suppliers and Top 15 Items by Gross Margin.

If the desired component is not on the list and the person responsible wants to create a new component, the person responsible selects the first line from the drop-down list, New.

HINT For more information about creating components, see the chapter Create a Component.

The creation of a new dashboard is now finished. The dashboard will now load every time the person responsible opens PANTHEON and help with business analysis.

HINT Right-clicking the component opens the option of transferring data from the indicator to the Ad-Hoc analysis.