Setting up a dashboard
How to set up and share a dashboard from RecMan BI
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As a system administrator, you may from RecMan BI set up and share one or more dashboards. If you have a CEO who needs a total overview, a CTO who requires technical control, or a co-worker who needs insight into their own projects, everything will be possible! Dashboards can even be set up and displayed on TVs in your offices for visual management.
Setting up a dashboard
From within the RecMan BI application, you as an administrator may access the settings for dashboards by going to RecMan BI -> Settings -> Dashboards.
From this view, click the Create dashboard button and provide your dashboard with a name and a description. The name will be visible to anyone who is given access to view it.
Adding widgets to the dashboard
As soon as you create a new dashboard, you will be forwarded to the "settings" view for the newly created dashboard, where you may add widgets and customize its content. Click the Add widget button to add a new widget. Here, you may search for, and filter out, the widget you seek and click the + to add it to your dashboard.
General widget settings
As soon as you add a new widget, the settings for the widget will be predefined. A recommendation is to access these settings through the three-dotted button in the top right corner of the widget to further customize a given widget for your exact needs. In the bottom right corner of a widget, you may also adjust the size if you wish to increase or decrease the size.
From within the settings of a widget, you may locate a Help button to forward you to the article describing the widget, a feature to Reset all criteria back to default, and a Remove button to delete the widget from your dashboard.
If you accidentally remove a widget, you have 12 seconds to revert the action through the Undo feature at the bottom of your screen.
Customizing a widget
Each widget comes with its own set of criteria and settings, which may vary between each widget. Below, you may get e brief overview of the possibilities.
The general settings are mainly to adjust the widget's name and its data level. The name is visible on the widget itself, whereas the data level will adjust the level at which the widget will include data. Data level is the most important setting for a widget to make sure it displays data in an intended manner. When selecting a data level, you should consider "who should be given access to this dashboard?". The different levels are as listed below:
- Department group
If you select any other than "All," you may specify even further - choosing from one of the following:
- Choose multiple
- Select one
The period criteria may be specified as dynamic by choosing any of the Standard periods. If you, i.e., choose "This month," the widget will at any time display data from the current month.
If you however seek to have the widget display a specific period, apply the Custom period feature.
Some widgets even allow you to add comparison periods, where you, i.e., could apply the Standard period of "This month" compared with "This month, previous year" or "Previous month." Remember to specify your periods to gain the most value from your widgets!
By default, a widget will not consider attributes when displaying data. These settings are a way of adding one or more attributes to have the widget filter data by the attributes you have selected.
Products and articles
By default, a widget displaying data in relation to products or articles will consider all available data. These settings may be applied to limit what products or articles the widget should fetch data from.
Types and status
These settings allow you to specify what types and statuses the widget should include or exclude.
Sharing a dashboard
When your dashboard is ready, you may share it with whoever is to gain access to view it. As soon as you click the Done button, you will be forwarded to the sharing feature. From this view, you have two options.
From Share with a specific co-worker or department, you may search for a department in your solution and add it to the Automatically shared section. By using this feature, all existing and every new co-worker added to this department will be given access to the dashboard automatically. If you search for a co-worker, it will work similarly to as described below.
Through Share with multiple co-workers, you may select one or more specific co-workers. This method is often used when a selected few are to view the dashboard.
You may always access the sharing feature for a dashboard by clicking on the three-dotted menu from the dashboard overview or from within the settings for a specific dashboard.
From the dashboard overview, you can also go to the Access overview to administer access at a greater level.
Sharing dashboards with a TV web browser
When in the dashboard overview, you may locate the TV sharing feature in the top right corner.
First, open a web browser on your Smart TV, computer, or any other device, and access bi.recman.no/tv. This site will display a 6-digit number, which you will require to perform the setup. Note that you have 90 seconds before the code will reset.
From the TV sharing feature within RecMan BI, enter the 6-digit number when connecting to your TV.
As soon as you have established a connection, you will be able to select what dashboards that are to be displayed on the TV. You may add more than one and specify the time interval for when the next dashboard will be displayed.
Clean up your dashboard
When creating a dashboard where you drag-n-drop the widgets back and forth, it may occur that widgets are misplaced. Use the Clean up feature to have RecMan help you rearrange the widgets.
Optimal setup for TV sharing
Examples for setup can be found hereDelete