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Access your Platform Instance

In the first place, access to the platform: https://lab.onesaitplatform.com/controlpanel/login

If necessary, create a new user with developer role: 


Go to Dashboards


Go to VISUALIZATION -> My Dashboards.

The screen will show a list of the available dashboards and some extra information that is explained below.


In the Options column, you can see different options. These options can be different based on the user role and the authorizations on the dashboards:

  1. Work with the dashboard in presentation mode.
  2. Work with the dashboard in edit mode.
  3. Change the configuration of the dashboard, including picture, authorizations, etc.
  4. Allow to clone the dashboard
  5. Show a direct link to the dashboard in presentation mode.
  6. Export a dashboard image
  7. Export a dashboard pdf file
  8. Remove the dashboard.

Create a new Dashboard

Click on the New Dashboard button to access the creation form, Assign a unique id (1) and a description (2) to the dashboard:

There is the option to make the dashboard public using (3), you can select an initial dashboard style (4), also you can assign a picture to be shown to users with DataViewer role to differentiate the dashboards in the platform (5), or assign a Category and Subcategory to the dashboard (7).

You can create Scripts, add libraries or styes to the dashboard by the html editor (8). You can assign authorizations to other users. To do this, select the user and the data access type. Then, click on Insert authorization (9).

There are two types of authorizations:

  • EDIT grants edition and visualization
  • VIEW grants only visualization

Click NEW to finish the dashboard creation.


Edition of Dashboards

After the creation of a dashboard, use the Edit button to design the dashboard. With this option, you can change the styles of the dashboard and add gadgets to show the required information.

Buttons in the dashboard header:

  1. Move Toolbar Buttons
  2. Add Element, to add gadgets to the dashboard
  3. DataLink, to configure filters and between gadgets
  4. URL Parameters
  5. Open the options Pages, Configure Dashboard y Dashboard Style
  6. Save Dashboard
  7. Delete Dashboard
  8. Close Dashboard Editor

We will start adding gadgets clicking the option (2). This will show charts with the different types of gadgets that can be used in the dashboard.
Currently, the available types of charts are:

  • Line Chart
  • Bar Chart
  • Mixed Chart
  • Pie Chart
  • Wordcloud
  • Map, to be used the data to be displayed must have coordinates
  • Radar, also known as web chart, spider chart, and star chart among other names
  • Template, this allows to create charts writing html code
  • Filter, allow to clean the filters
  • HTML5, allow create a gadget using a html5 editor
  • Table, data tables

Drag and drop the selected chart icon to the dashboard canvas. Then a pop-up will show the following options:

ADD GADGET: if we select an existing gadget, this option will add it to the canvas.

NEW GADGET: If there are no created gadgets, we can create one using the NEW GADGET option.

Add a name to the gadget. There is two options to configure a gadget: The first one is selecting a previously defined datasource. The second one is selecting an ontology from which the gadget will show information. In this example, we use the Restaurants Ontology.

After choosing the ontology, a wizard will help you to define the query that will select the data from the ontology to be shown on the gadget.

In this basic example, we will use Select * from Restaurants,We can use the Execute Query option to test that the query produces the expected output. Then, click Continue.

In this case, we are going to create a Line Chart gadget. Therefore, we have to fill out the X and Y Axis values for the chart axes (for this example I have selected cousine type like X and the score like Y), and then choose the line color. Then, click on NEW.

We can create more than one line by adding more measures or more than one axis. To do this, use the ADD AXIS option.

We can see the outcome of our gadget configuration at the bottom of the screen. When the expected result is achieved, add the gadget to the dashboard by clicking on NEW.

This will be our gadget. In this example, we are going to create two more gadgets to show the Drill-down and filter capabilities.

We create a Pie Chart choosing the same datasource and selecting the values for the X and Y axes.

Finally, we create a gadget with Table type to see the detail of the selected restaurant. To do that, we choose the same datasource as in the previous charts and we fill out the required fields.

We can configure the Table with different options: show or hide the header, whether the rows can be selected or not, number of elements per page, etc. For this example, we choose only the option to allow for row selection.

Finally, we choose the data, the header titles, and the column.

To finish our third gadget, click on NEW.

Place the gadget in the dashboard so that it allows the correct visualization of the data. Click the Save option to store the dashboard.


Click on the data link button (option (3) on edit header) to configure the relationships between the gadgets. In the popup, we can add relationships between the gadgets in the dashboard. Firstly, select the source gadget and the data field of the gadget used in the relationship, then select the target gadget and the field of that gadget used as a filter based on the data of the field selected in the source gadget. That is to say, when you click in the source gadget, the target gadget will apply a filter based on the data selected.

In this example, the first relationship will be done between the PIE gadget and the LINE gadget.


 
 The second relationship will be done with the TABLE gadget and the PIE gadget. After that, if we click on a row of the TABLE, then the data on the PIE will be filtered. 


 
In the otption (5) on the edit header there are three additional options to configure the dashboard:

PAGES

Allows managing the dashboard pages allowing for the creation of additional pages. Each page has a name and can be configured with an icon, a background image, and a background color.

To define the page order, we can use the + and - options to move them.


Configure dashboard

This allows configuring the header, the style, colors and logo.

We can also configure the grid style of the dashboard canvas.


Dashboard Style

This option allows us to configure the gadget style for the entire dashboard, for instance, the height of the headers and the color and style of the titles.

We can also configure each gadget by using the following option:

There are several options to configure each gadget: show or hide the header, add a title, add an icon, change colors,

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