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Dashboards

Dashboards are a fundamental part of Business Portals. They are the first thing a user sees and determine navigation options. Dashboards in Business Portals consist of rows and elements. Each row and element can have its own type. The relationship between a dashboard and a dataset is one-to-one, meaning each dataset has a single dashboard.

How to Set Up a Dashboard

To open the dashboard configuration, follow these steps:

  1. Open the search bar in the top-left corner of your screen.
  2. Search for Business Portals - Dataset List and open the page.
  3. Open the dataset to which you want to add a dashboard configuration by selecting the edit action or drilling down into the Active field.
  4. On this page, execute the Dashboard Groups action from the top menu.

Info

This setup is only applicable to the desktop version of Business Portals. For the mobile view, refer to a different documentation.

The setup of a dashboard in Business Portals relies heavily on indentation. Indentation can be adjusted using the Move Left/Move Right actions. Indentations define the parent-child relationships between elements. For example, if a row has an indentation level of 1 and an element has an indentation level of 2, the row will act as the parent of the element.

If multiple rows have an indentation of 1, the parent is determined by the row number. Row numbers can be modified using the Move Up/Move Down actions.

Here is an example of how a dashboard setup can be structured with multiple elements and rows:

  • Row
    • Element
    • Element
  • Row
    • Element

Info

Elements cannot parent other elements or rows.

With this knowledge, you now understand the basics of Business Portals dashboard setup and should be able to configure your own.

Rows

Rows are an essential part of the Business Portals dashboard. They contain elements and nested rows and can assume three types: None, Tile, Slide. The Column Span field defines the width of a row, while the Column Offset field defines the offset from the left edge of the screen. Each row consists of 12 columns. The following examples illustrate how this works:

  • A Column Span of 12 results in a row spanning 100% of the screen width.
  • A Column Span of 6 results in a row spanning 50% of the screen width.
  • A Column Span of 6 with a Column Offset of 3 results in a row centered and spanning 50% of the screen width.
  • A row with a Column Span of 6, nested inside a wrapper row with a Column Span of 6, results in a row spanning 25% of the screen width.

The three row types are:

Type Description
None The default type, used to define a simple row.
Tile Creates a group with a header that can contain multiple actions assigned to the row.
Slide Creates a slide with multiple rotating images, ideal for banners.

You can configure row properties via the Web Content page by clicking on the title of the Web Content factbox and selecting "Edit."

Elements

Elements are crucial for dashboard configuration since they define user interactions. They determine the main logic of your portal, either guiding users to dataset tables or displaying data directly, depending on the type. To configure an element, select it and assign a type using the Element View Style field. You can configure different types via the Web Content page by clicking on the title of the Web Content factbox and selecting Edit. To assign a dataset table to an element, use the Dataset Table Code field.

Below is an overview of the different dashboard element types:

Type Description
Button A button that opens the underlying dataset table.
Calendar A calendar displaying events and meetings directly on the dashboard.
Chart Displays dataset data as a chart.
Cue Similar to a button but also shows the total number of records and unread entries in a dataset table.
CueKPI A cue similar to the normal cue type but displaying data from a flow field while linking to a dataset.
Download Displays downloadable documents and can fetch archived files from Document Central.
Image Displays an image.
News Displays news updates for customers.
OrderForm Displays a form directly on the dashboard.
PowerBI Embeds Power BI reports and dashboards directly in the Business Portals dashboard.
Text Displays plain text or injects HTML, such as iframes, into the portal.
Tile Displays tiles of records, such as items, directly on the dashboard.
Video Embeds videos into the portal.

Activating and Deactivating Elements/Rows

You can deactivate rows or elements to hide them from display and prevent them from being exported. To do so, simply uncheck the Active checkbox.

Overview of Actions

Action Description
Publish Publishes the dataset, making your changes visible in the portal.
CSS Defines custom global CSS rules that can be applied via the CSS class properties of records.
Move Down Moves elements and rows down according to their indentation.
Move Up Moves elements and rows up according to their indentation.
Move Left Decreases indentation by 1, changing the parent row of the record.
Move Right Increases indentation by 1, changing the parent row of the record. Indentation cannot exceed the parent's level by more than 1.
Delete Line Deletes a line. A line can only be deleted if it is the last one in the dashboard configuration. Use Move Down first if necessary.
New Line Creates a new line at the end of the configuration.

See Also