Dashboard
General
The DataChain Dashboard function is accessible from the HandleData presentation module 
.
The number of DataChain Dashboard is not limited.
This function makes it possible to create Dashboards by bringing together n graphic presentations from the HandleData module like
It is also possible to add at the level of a dashboard, a text editor
The Dashboard function also makes it possible to define centering zones in order to filter the display of all or part of the components integrated into the Dashboard.
Creating a Dashboard
List of existing Dashboards
The creation of a Dashboard (like all operations on presentations) is carried out from the HandleData module.
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Access HandleData module
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Choose, in the left menu, the option Dashboard associated with the icon -
Click on the button 
Metadata
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Each Dashboard has metadata.
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Entering the label is required.
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Optional input areas allow for more description.
An icon can also be assigned to the metadata panel of a Dashboard. * Use the button 
located in the right part of the screen banner.
It is advisable to save this panel as soon as you enter it.
Tab - Settings
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Button allowing to add a zone in the DashboardNote that if the Dashboard already contains areas, the new area is added last.
In this case, use the vertical scroll bar to reach the new area.
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Option to specify if the Dashboard contains a centering panel
Cf Setting the centering zones.
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Button used to save the configuration of the Dashboard. -
Settings tab.
This tab contains all the configuration functions of the Dashboard:-
Adding an area
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Resizing in width and height of areas
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Integration of a graphic representation generated in HandleData in an area
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Added a centering panel
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Setting of centering zones
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Visualization tab of the Dashboard taking into account all the parameters defined in the Configuration tab -
Tab of Publication of the Tableau de Bord allows to publish a dashboard with a unique link
Management of Dashboard areas
To add an area, use the Add an area button (in the previous image)
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Choice of presentation component from HandleData to integrate into the area Once the Handle component is integrated, the menu allows you to remove the component and open a new window for the modify (Setup)
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Used to delete the area
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Allows to move the area in the Dashboard in "Drag and Drop" mode.
To do this, click on the icon and hold the selection with the mouse.
Move the area to the desired location and release
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Enable to automatically move other items when moving a given item
Attention, this operation is expensive when there are many elements in the dashboard.
It is not recommended to activate it when the dashboard contains more than 10 elements. -
Resize the area: click on the corner and move your mouse in height or in width. once the desired size has been obtained, release.
It is advisable to save your settings regularly.
To view the Dashboard, click on the View tab
Management of the centering panel
General - centering panel
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Select YES to activate the centering panel: 12 areas are available
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Click on the icon
of one of the proposed zones to open the popup for setting the centering zone
The configuration of the centering zones is carried out in two stages.
Definition of the centering zone
Example of setting a centering of the Date type
Example of setting a centering of the Character type
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Zone label: Title of the centering zone
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Color: The color is automatically assigned by DataChain. This color patch serves as a marker and allows, for each component positioned in the Dashboard, to know the link with the centering zones
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Type: Specifies the type of the centering zone. 3 possibilities: Date, Character string and Numeric
Different parameters are available depending on the type and operator chosen Mapping can only be done on data of the same type -
I.C.: Option of case behavior during synchronization for Character types Example if the option is not checked then the search will be done respecting the case.
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Operator: Specifies the operator that will be applied during the synchronization on all the mappings affected by this centering zone.
Note that the proposed operators are consistent with the type of centering zone.
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Free This option makes the list of possible operators available when displayed in View mode. The user can then assign another operator
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Autocompletion: Enables or Disables autocompletion for the centering area
Two autocompletion modes are available
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Simple: The Simple auto-completion is generated by calculating the distinct values on all the data mapped on this centering area.
Depending on the volume of data, this auto-completion mode may cause some latency. Note that in View mode, auto-completion is triggered after entering the third character. -
Repository: The Repository auto-completion makes it possible to refer to ONE SINGLE data source of one of the components integrated into the Dashboard.
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Possible values: Enables the value proposal option instead of auto-completion
The input zone is used to enter the values proposed if the option is activated.
Once the settings have been made, click on 
to save the centering zone settings and return to the Dashboard settings page.
To cancel and return without saving, click on 
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Source column mapping for each component concerned by centering.
Allows mapping of a centering zone with the sources of all or part of the components integrated into the Dashboard.
For each HandleData presentation integrated in a dashboard, it is possible to define n mapping with the centering zones defined in the centering panel. For a presentation, the number of mappings to the centering zones is free.
A presentation can have from 0 to n mapping to a centering area. n being equal to the maximum number of zones configured in the centering panel.
To perform a mapping between a centering zone and a HandleData presentation, the following steps must be performed:
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Assign one or more centering zones to the component using the
icon.
For each centering zone assigned to the component, the corresponding color patch is displayed and allows you to configure the centering -
Click on each affected color chip to perform the mapping and assign for each source of the component the columns concerned by the Mapping
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There are two methods to define the mapping between a centering area and a HandleData presentation:
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Centering on columns present at the origin of the source, i.e. before the processing and operations that can be performed in each source tab of the presentations
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Centering on the columns present after the processing and operations that can be performed in each source tab of the presentations
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Specify for each desired source the column concerned
The configuration of the mapping finished, click on the button to close the window.
The action of Validate controls the mapping settings for a presentation but does not save the dashboard settings.
Tab - Visualization
Realizes the display of the Dashboard taking into account all the parameters specified in the settings screen. ==== Possible actions in dashboard viewing mode
Centering area
Centering area icon.
The color is a unique reference for each centering zone.
If a representation is affected by a centering zone, then the color is available in the header of the zone containing the representation
Color chip indicating centering areas that impact presentation
A click on the icon allows to exclude (inactivation) the centering zone.
If a centering zone is excluded then the icon appears in the form of a circle having the reference color of the zone.
A click on the circle, re-activates the centering zone
The Refresh button is used to update the dashboard according to the parameters set in the centering zones
Menu available for each Handle component
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Display values: displays the values used for the representation. The values are then available below the representation
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Settings: Opens a new window to modify the Handle component (Shortcut)
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Visual update: Takes into account the (new) representation settings. This is about display parameters and not data
Editing a Dashboard
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Module HandleData
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Menu Dashboard
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At the level of the list of Dashboard, search for the Dashboard.
It is possible to use the search and sort functions present at the level of each column. -
Select line
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Click on the label of the Dashboard or on the
icon at the end of the line.
Deleting a Dashboard
From the HandleData module, Dashboard Menu
A Dashboard cannot be deleted as long as it contains active and/or archived Publications.
To perform the deletion of a Dashboard, it is necessary to delete all linked Publications.
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In the list of Dashboards, find the Dashboard to delete.
it is possible to use the search and sort functions present at the level of each column. -
Select line
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Option 1: Use the icon
at the end of the line and confirm the action. -
Option 2:
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Click on the label of the Dashboard or on the
icon at the end of the line. -
Once in Edition of the Dashboard. Click on the
button and confirm the action.
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Quick Reference
| Steps | Objective | Stock | Landmarks |
|---|---|---|---|
1 |
Access to HandleData module |
Click on icon |
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2 |
Click on Dashboard icon |
Click on icon |
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4 |
Add a Dashboard |
Click on New button |
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5 |
Metadata entry |
A label is Required |
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6 |
Settings of the Dashboard |
Integration of Graphic Components and optional definition of centering areas |
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6 |
Visualization of the Dashboard |
Click on Tab Visualization |