When you have created several reports and charts then you can create dashboards which can show several reports on one page. Dashboard page with all key reports about the specific business area can provide a quick overview of the current business status and key performance indicators.
If you would like to share your reports on some web page using iframe or post them on big screens using wallboard option, or send on email, first, create dashboards in eaazyBI. And only then you can share this dashboard as you see fit.
On this page:
Create a new dashboard
Go to flex.bi tab Dashboard and chose option Create new dashboard or New. Then enter the name of the dashboard [1], add reports you would like to include [2] and save changes [3].
You can adjust the placement of reports by dragging and dropping them, inserting a page break [4] (if "Export to pdf" is installed) between reports, remove frame [5], align on the left or right side of the dashboard [6], and change report relative width [7].
By default, flex.bi dynamically calculates the height of the reports. You can change and fix the report height [8] when editing the dashboard. If you show several reports on the same row then adjust them to the same height to ensure that they are always aligned when changing the browser window size.
Click Reset to default [9] to return to the automatic report height calculation. Don't forget to save the changes of the dashboard layout.
Page filters for dashboard
If several reports have the same dimension on pages [1] (e.g., Time dimension to select a necessary period, or Store Sales as in the example below) then you can add this dimension for the whole dashboard as page filter. Open dashboard in edit mode. In report, click on page dimension you would like to bring out and chose common page [2]. The chosen dimension will appear on the top of a dashboard.
When you save dashboard then all current common dashboard page selections are saved as well for this dashboard (and in this dashboard will override default page selection in included reports). All non-common report page dimensions after dashboard page refresh will use default report page selection.
After saving dashboard you can select dashboard page dimension members and all reports which have this page dimension will refresh results.
Dashboard email subscription
You can subscribe to receive a regular email of your dashboards from the menu.
You will receive an email with a PDF attachment of all dashboards you have scheduled to be sent during half an hour time span. Please select either weekdays and time [1] or specify days of month and time [2] how often you would like to receive emails. If you set 31st day in Days of a month settings but some month does not have that many days, the email will be sent in the first day of new month. Don't forget to check and adjust the time zone for the subscription schedule [3].
You can customize the text in email body when or flex.bi Enterprise is used.
Export and import dashboard definitions
If you have several flex.bi accounts or several flex.bi environments (development, test, production) then you can export dashboard definition from one flex.bi account and import into another. Exported dashboard definition includes all report and calculated member definitions that are used and needed for this dashboard as well as report layout in dashboard and common page filters.
On the dashboard header toolbar, click on the Export definition [1] to copy the layout of currently selected dashboard or Export definitions of all dashboards [2] to copy all visible dashboard from current flex.bi account.
You will see dashboard definition in JSON format, please copy this definition for pasting it in the other flex.bi environment.
Now you can visit the other flex.bi account where you would like to import one or several exported dashboards and chose option Import definition.
In Import dashboard definition dialog paste previously copied one or all dashboard definitions and click OK.
After import will be done you will be able to see and use imported dashboards in the new flex.bi account.
Export to PDF
You can export a dashboard to PDF. If you use flex.bi Enterprise and do not see this option, contact your flex.bi administrator and ask to install Google Chrome on flex.bi server.
