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Create dashboards

When you have created several reports and charts, you can create dashboards that show several reports on one page. A dashboard page with all critical 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 via email, first, create dashboards in eazyBI. And only then you can share this dashboard as you see fit.

On this page:

Create a new dashboard

Go to eazyBI tab Dashboard and choose the option Create new dashboard or New. Enter the name of the dashboard [1]. eazyBI will add a new dashboard as the last one. You can drag a dashboard by name and order dashboards differently if needed. Then add reports you would like to include [2] in the dashboard. You can add a dashboard description as plain text, markdown, or HTML formatting [3] to share more information about reports or a logo on it. Finally, click to save changes [4].

You can adjust the placement of reports by dragging and dropping them, inserting a page break [4] (if Export to pdf is enabled) between reports, removing frame [5], aligning on the left or right side of the dashboard [6], and changing report relative width [7]. You can represent individual reports or all reports collapsed [8] in the dashboard, thus saving place. This option is handy when publishing table reports with a long or changing row count and reports that are quite resourceful and rarely used. 

The option to publish collapsed reports [8] on the dashboard is available in eazyBI Cloud and starting from version 6.5 on the server.

By default, eazyBI dynamically calculates the height of the reports. You can change and fix the report height [9] when editing the dashboard (available starting from the eazyBI version 6.2). 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 [10] to return to the automatic report height calculation. Don't forget to save the changes to the dashboard layout. When dashboard layout adjustments are done, don't forget to Save changes [11].

Page filters for dashboard

If several reports have the same dimension on pages [1] (e.g., Time dimension to select a necessary period, or Product as in the example below) then you can add this dimension for the whole dashboard as a page filter. Open the dashboard in edit mode. In the report, click on the page dimension you would like to bring out and choose the common page [2]. The chosen dimension will appear on the top of a dashboard [3]. See the feature used for the Customer dimension where value USA is selected as a common page filter for all dashboard reports. 

If multiple dimensions are in the pages section, an additional option Nonempty for pages is available to limit dimension members for the page filter drop-down lists [4]. The limitation is based on the dimension order, the selected value on the left dimension limits the value list for the dimensions on the right [5]. You can enable the Hide common dimensions feature [6] to hide the dimension from dashboard reports [7] since it is now filtered by a common page filter.

Options Nonempty and Hide common dimensions are available only in eazyBI Cloud and starting from version 6.5 on the server.

When you save the dashboard, 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 the dashboard you can select dashboard page dimension members and all reports which have this page dimension will refresh results.

Interact with dashboard

There are two additional features in eazyBI to interact with the dashboard.

Show the last import time

When hovering the mouse on the report frame, the new button with the "clock" icon appears. On mouseover (after a few seconds), this icon will show when was the last successful import in your eazyBI data cube. 

Switch to table view

There is a feature to switch charts to table view temporarily. It will be reset once you reload the dashboard again.

Export and import dashboard definitions

If you have several eazyBI accounts or several eazyBI environments (development, test, production) then you can export dashboard definition from one eazyBI account and import it 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 a currently selected dashboard or Export definitions of all dashboards [2] to copy all visible dashboards from the current eazyBI account.

You will see the dashboard definition in JSON format, please copy this definition and paste it into the other eazyBI environment.

Now you can visit the other eazyBI account where you would like to import one or several exported dashboards and choose the option Import definition.

In Import dashboard definition dialog paste previously copied one or all dashboard definitions and click OK.

When definition import is completed, you can see and use imported dashboards in the new eazyBI account.

Export to PDF

You can export a dashboard to PDF. If you use eazyBI for Jira Server, eazyBI Private, or eazyBI for Confluence and do not see this option, contact your Jira administrator or eazyBI administrator and ask to install Google Chrome on eazyBI server.

In the case of Private eazyBI please check the installation guide on how to set up and export to PDF.

Subscribe to eazyBI dashboards and receive scheduled emails automatically with eazyBI dashboards exported to PDF attachments.