PhixFlow Help
dashboard
Forms: Dashboard
A dashboard allows a User to gather into a single view a set of charts and filtered lists of alarms and/or tasks.
This grouping of related reports and statistics provides the User with preconfigured overviews of selected areas, making all the data that is required to view and monitor the health of the system both accessible and easy to read.
Any number of dashboards can be constructed by dragging predefined Stream Views or Alarm Generators, onto a dashboard pane. General filtered lists of Alarms and Tasks can be added using the context sensitive menu on the dashboard pane.
Things added to the dashboard in this way are known as Dashboard Elements. Dashboard Elements are given short names which can then be used in expressions to refer to items selected in those Stream and/or Alarm Views. Select on the Dashboard Element to change these names.
Dashboards can be created as either 'public' or 'private' - a private dashboard is only visible to the owner. Users may also specify a personal 'default' dashboard which is opened automatically each time PhixFlow is started.
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Form: Dashboard Details
Field | Description |
---|---|
Name | The name of the dashboard. |
Owner | User that owns the dashboard. |
Public | If ticked, all users can view and edit the dashboard. If not ticked, only the owner can view or edit the dashboard. |
All Users Can View Data | If checked, this specifies that all users can view this dashboard by default (provided they have the basic privilege to view dashboards). If this field is not checked, then access to the dashboard is controlled by dropping user groups onto the stream's "User Groups" tab. |
Open Maximised | If ticked, the dashboard opens fills the whole screen when it is opened. |
Show Toolbar | Â |
Menu | This tab shows the Lists and Buttons which holds Stream Actions that can be applied for this Dashboard. Lists can hold Buttons and other Lists creating multi level menu. There are two ways to add Lists and Buttons:
 You can add new Lists and Button to the existing List by following the same steps. See the Action Button Details form for details of each Action Button. |
Description | Description of the dashboard. |
User Groups | Adds a User Group to the User Group list. See the Role Details form. |
Configuration
Splitter Bars
The Dashboard area can be divided into multiple, resizing panes by adding vertical or horizontal splitter bars. Right click the pane or any element on the pane to:
- Add Vertical Bar
- Add Horizontal Bar
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Splitter bars can be removed by right clicking on an empty pane and selecting Delete Pane.
Layout Options
Right click any pane or element and select Layout Options to configure the following options:
- Maximize contents
- Set a fixed width
- Set a fixed height
Add Element
An element can be added to a dashboard by dragging predefined Stream Views or Alarm Generators onto the dashboard pane.
General filtered lists of Alarms, Email Tasks, External Tasks, User Tasks and Timed Tasks can also be added by right-clicking on the dashboard pane and selecting the applicable option from the context sensitive menu .
Remove Element
You can remove an element from the dashboard by selecting from the element icon bar. This removes the object from the Dashboard view but will not delete the object from PhixFlow.
Link Dashboard Elements
You can link Dashboard views together so that the contents of one view are filtered based on items selected in a "Driver" view.
A grid view (grids only) will be automatically made a "Driver", if any of the filter expressions in any of the dashboard elements reference the view by name. Any views that are drivers can be identified by the existence of the icon appearing in the top right of the view. Clicking on this icon will cause any dependent views and charts to refresh themselves.
To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:
AccountNum equals ACCTS.AccountNumber
Where AccountNumber is an Attribute on the Driver view.
Dashboard Pane Toolbar
This is found in the top, right-hand corner of the dashboard pane. This provides the following options:
Display details for the Dashboard. | |
Toggles the ability for the Dashboard owner to modify layout of the Dashboard. By default, the layout is locked, i.e. elements cannot be moved or resized. Note, however, elements may still be maximised in this mode. Pressing this icon enables layouts to be changed. Pressing the button again locks the layout. | |
Prints the dashboard. | |
Refresh will update the dashboard in line with changes made elsewhere in PhixFlow. |
See Also
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