Create Dashboards
Create dashboards that meet the needs of users.
If you configure the dashboard to use existing data and add a Filtering panel, the panels in the dashboard work as you add panels and configure them. You do not need to wait until you have finished configuring the entire dashboard before viewing the panels recently added or edited. |
Requirements for a dashboard
Requirements for a dashboard are:
-
Input panel(s). You must add one or more input panels that let you specify which data the dashboard will display.
-
Filtering panel. You must add a filtering panel to ensure that the dashboard functions correctly.
-
Output panel(s). You must add one or more output panels to display the data.
Steps to create a dashboard
To create a dashboard, perform these actions in the order specified:
Choose a starting point
You can create a new dashboard from scratch or modify an existing dashboard.
To open the dashboard, complete the following:
-
From the Fusion workspace, click Analytics > Dashboards, or click System > Log Viewer.
-
In the upper right corner of the default dashboard, click the link for the dashboard you want to use as a starting point.
Configure dashboard settings
The dashboard settings affect all the panels on a dashboard. To configure settings, click Configure dashboard.
Option | Notes |
---|---|
Define where Fusion send queries from the dashboard |
Click the Solr tab.
|
Set a default collection that Fusion queries when the dashboard opens |
Click the Solr tab and specify the name of the collection to query. To use the same dashboard for multiple collections, let the dashboard user choose a collection. On the Controls tab, select Show Collections Picker. |
Specify optional global query parameters to append to all dashboard queries |
Click the Solr tab and enter Global Query Parameters. For example, to set the default search field to the field |
Lay out the dashboard
A dashboard consists of rows and panels, and possibly columns (if you use Column panels). The table provides the available options.
Option | Notes |
---|---|
Add a row |
Add a new row to the dashboard. |
Configure a row |
Configure the selected row. |
Add panel to an empty row |
|
Add a panel to a row that already contains panels |
|
Row Full |
An indicator on the left side of a row that is full. |
Resize a panel |
|
Drag a panel to a different location |
|
Remove Panel |
Remove a specific panel from the dashboard. |
Place panels in a column |
Configure panels in a column format. |
Add text |
Add text to the dashboard, such as instructions to use the dashboard or descriptions of the content in the dashboard. |
Configure panels
This section describes general tasks that apply to all panels and tasks that apply to specific types of panels.
As a best practice, we recommend you configure each panel as you add it. Then save and test to verify it is set correctly before you add another panel. |
Option | Notes |
---|---|
Configure |
The tabs that are available based on panel types are described in this section. Not all tabs are present for all panel types.
|
View and configure Histogram and Range Facet panels |
Click the View up arrow to view and modify the configuration. Click the down arrow to hide the configuration. |
Help |
Display help information for a setting. |
Inspect |
View the query that a panel sends to Solr. Fusion displays both the panel query and the custom query if it exists. |
Make a panel editable |
You must first remove, then add the panel back.
|
Make a panel non-editable |
|
Configure input panel settings
The elements on input panels determine the information displayed and is based on:
-
Panel configuration
-
Panel contributions to the query
-
User interactions with the panels
Option | Notes |
---|---|
Add a custom query for a panel |
Certain panel types let you specify a custom query to add to the panel query. The combined query is sent to the Fusion query pipeline or to Solr. |
Filter |
Filters select subsets of the data in a collection. For example, records in a time range or in which the field Gender has the value A filtering panel is required for data interactivity to work. The filtering panel displays the filters that are in effect. You can also use a Filtering panel to add, remove, edit, and toggle filters. |
Facet |
Use a Facet panel to choose data in one or more facets. For example, if the facets Gender and Graduation Year are defined, a user could choose the Gender |
Configure specific types of panels
Option | Notes |
---|---|
Add Search Box |
Click to add a query-entry field to a Query panel. |
Delete Search Box |
Click to remove a search box from a Query panel. |
Move a column |
Click the right or left arrow, respectively, to shift the column one space in that direction. |
Save the dashboard
You can save a dashboard to Solr, a file, or a GitHub gist. We recommend that you always save dashboards to Solr (even if you also save them as files or gists).
Option | Notes | ||
---|---|---|---|
Save in Solr |
|
||
Export |
Click to enter the number of rows to export and select the destination file type. For example, CSV, XML, or JSON. Fusion downloads the dashboard as a file in the browser’s download directory. The filename is named |
||
Save as a GitHub gist |
When you save a dashboard as a GitHub gist, you do not need to sign in to Github first. Fusion stores the gist as an anonymous gist. You must configure the dashboard correctly to save as a GitHub gist. To configure the dashboard:
|
Test the dashboard
View and interact with the dashboard, and verify each panel displays the expected data. If necessary, adjust the placement and settings of the panels based on user feedback.