Navigate to 'Reporting' > 'Dashboard Design' > 'Custom Dashboards'.
Click the 'New Paradigm Dashboard' button on the top-left of the screen and the 'Data Source Wizard' will open up.
Select 'Database' and then click 'Next'.
You will have to be able to provide your companies database login credentials in order to access the data tables required for creating dashboards.
- Server Name
Provide the name of your server.
- Authentication Type
Choose 'Server Authentication'.
- Username and Password
These must be provided by the Administrator.
If the login credentials are correct, you will now be able to choose a database from any database stored on the server. the Paradigm database is generally called 'Paradigm'.
On the next screen, the 'Data Source Wizard' displays the SQL Query that runs when the dashboard is launched. This queries the selected database to get the data required for the dashboard. It is easiest to use the 'Query Builder' if you are not fluent in SQL code.
Click 'Run Query Builder'.
The query builder allows users to select the data they wish to pull from the database, how tables link to each in table relationships as well as add filters and parameters to the dashboard.
- This panel contains a list of all the available tables from the selected database.
- This panel displays all the columns within the selected table as a data preview.
- Drag and Drop tables from panel 1 to panel 3 to add that table to your query.
- Here you can select which columns out of the selected tables in panel 3 you wish to add to your query.
- This panel displays the generated SQL code that makes up your query.
Lets generate a simple dashboard counting documents per customer.
I wish to see the Customer's name with all Document Numbers of Documents generated for that Customer.
The 'Account' table holds all the Customer data and from it, I have selected the 'Name' column containing the customer's name.
The next table to add will be the 'Document' table, you can see by the indicating line between the tables, the relationship between the tables. A 1 to 1 relationship with [Account.id] and [Document.Customerid]. This links the data records between the two tables. The 'DocumentNo' column is selected for the dashboard from the 'Document' table. Click 'OK' once you have selected all the fields you wish to use in the dashboard.
Here you can view the 'SQL String' that makes your database query. Click 'Finish' to proceed.
For more information on Data Handling and Query Efficiency please see Using Data Efficiently.
This will now take you to the 'Dashboard Designer'. This is where you add dashboard elements and organize the data to display it as intended.
- Here you can see all the data fields pulled in by the database query.
- On the 'Home' toolbar you can find various Dashboard Elements, for this Dashboard I have selected the 'Pivot' element.
For more information, see Dashboard Elements.
- This is the resulting Pivot element that currently has no data items assigned to it.
- Here we have the selected dashboard element's 'Data Items'. Assigning a data field defines how the pivot treats the data.
We want to see Documents per customer and a summary of how many documents have been generated. Under 'Rows' we put the Customer Name and the Document No. Putting the Customer Name above the Document No in 'Rows' sets the hierarchy of the 'Rows' display within the pivot. Under 'Values' we add the 'DocumentNo' with the summary 'Count' which will display a count of each document within a row on the pivot.
Here we can see that there were 7 documents generated for 'Cash Customer'. If we expand the customer in the row, we can see each document number that was generated for that customer.
Click 'Save' and then close the Dashboard Designer.
By default the Dashboard will be named 'Dashboard' with description 'Dashboard'. These can be changed here on your list of 'Custom Dashboards' as well as set a 'Category' and 'Sub-Category'.
Click 'Save' once renamed.
If your dashboard is ready to be deployed, check the 'Published' checkbox. After this is checked, click 'Save' to set it.
The dashboard will now be visible within 'My Dashboards'.